Summary:
Gained 1.4% in last full week of the year.  SNEN reported earnings above expectations, but most was from a one-time gain.  Besides that they were inline, but there was no reaffirmation of guidance like in October.  IR said they’ve decided not to issue guidance anymore which I find worrisome.  I’ll be cutting back and trying to get more info.

For the week I sold some SNEN and opened a short in Starwood (HOT), the hotel company, which has mountains of debt and falling profitability.

Positions:
Long:  ALSWF AGNC CFC-B GREXF MDNNF MEAOF  NRF NRF-B SGTI SNEN WHX.
Short: CRM GAP HOT GCI MEG MNI TOL.
Calls Long: .
Calls Short: .
Puts Short: NRF Jan 5, Jun 5.
Cash: 24.6%
Short Pct: 21.8%
Read:

Stocks Researched:

Positions most worried about: SNEN – how hard will China slowdown hit. 
Positions most sanguine about: 
Biggest market worries: the market .
Thinking about: 

Outlook ( up-flat-down surety rating: 1-5 reasoning):
US: flat, 1.0; .
Tech: ??
China: ??; economy softening more than expected
Silver: flat s/t, 2.0, price action; l/t up, 1.0, industrial demand, but price rises.
Gold: who knows?
Copper: flat-down, 2.0. US demand falling.

Real life: fairly productive. designing a new Facebook app
Weekly sleep and exercise: injured again; playing soccer but not much else.
Mood: decent.