Summary:
Finally an up day. Gained 1.2% as ALSWF recoverd about 6%, tankers and miners held up, and my shorts did well.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF SEA DRYS DSX
Short: GCI HBI HLS MNI AMZN YHOO BSC LEN TOL.
Options:
Cash: 23.3%
Short Pct: 17.1%
Trades: none.
Read:
Stocks [...]

Summary:
I thought yesterday was bad but today was even worse.   ALSWF, which dropped 10%, was the big culprit.  My orders for DRYS and DSX got hit today.  Patience paid off.  These guys ran up big last week and had I chased I would have been sorry.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF [...]

Summary:
Got pounded down almost 3% today.  AMZN exploded upward 24% on earnings news.  I could have closed this when the news came out after hours and should have.  Oh well.  Though the loss was large, other positions, including ALSWF, did even worse.
My open order for MMG got hit today.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI [...]

Summary:
Dropped 1.5% today as most of my big positions dropped.
Sold some more JEQ.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF SEA.
Short: GCI HBI HLS MNI AMZN YHOO BSC LEN TOL.
Options:
Cash: 27.9%
Short Pct: 16.2%
Trades: sold JEQ@8.66.
Read:
Stocks Researched:
Hours spent on market: 1.0
Positions most worried about: XSI, can’t [...]

Summary:
Slight 0.1% gain today.  I noticed on Friday that metals prices are rebounding and decided to review my metals positions.  I looked at MLKKF andQADMF among others and decided I liked the fundamentals on the latter better so purchased some today.
I also put in an order for MMG which is developing a large zinc mine [...]

Summary:
Finished down 1.1% today and slightly down for the week after a stellar first two weeks of July. No trades today.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF SEA.
Short: GCI HBI HLS MNI AMZN YHOO BSC LEN.
Options:
Cash: 25.9%
Short Pct: 13.7%
Trades: none.
Read:
Stocks Researched:
Hours spent [...]

Summary:
Gained 1.5%.  Continued to reduce XSI.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF SEA.
Short: GCI HBI HLS MNI AMZN YHOO BSC LEN.
Options:
Cash: 25.3%
Short Pct: 13.7%
Trades: reduced XSI@1.86.
Read:
Stocks Researched:
Hours spent on market: 1.0
Positions most worried about: XSI, can’t get in touch w/ management. [...]

Summary:
Gained 0.8%. Sold short some LEN. I should have just kept this, but housing remains rocky and the news isn’t getting better. Also sold some NXG and some OKOFF.
Positions:
Long: JEQ NXG HBMFF ALSWF FFHL XSI NTLRF EXDUF GREXF MLKKF QADMF SHERF OKOFF OCNF ESEA MVO BWLRF SEA.
Short: GCI HBI HLS MNI AMZN [...]

Summary:
Slight loss today of 0.2%.  I saw dry bulkers start to run today and decided to add though most of my open orders weren’t able to catch up to them.  To make room for them in my IRA I dumped some JEQ. I also tried to increase my MNI short only to find out there [...]

Summary:
Got thumped for a 1.4% loss today.  Not very surprising given the big portfolio run up this month.  The big loser was ALSWF, which dropped 5%.  I had bought some for my sister on Friday and this left me kicking myself for that trade, though I think it will work out in the end.  Today’s [...]