Summary:
Was happy to break even in auguration week despite the averages being lower.  Bought a tad of NRF-B and some ONAV and closed my LEN short, while selling NRF.  I think we are still going down some more, but don’t get a strong sense.
Positions:
Long:  ALSWF AGNC CFC-B GREXF MDNNF MEAOF  ONAV NRF NRF-B SGTI SNEN WHX.
Short: CRM GAP GCI HOT MEG TOL.
Calls [...]

Summary:
Lost 2.0%, breaking a string of 5 weekly gains.  I dumped more NRF-B and CMO, and some ONAV, was assigned some NRF, and sold the Feb 45 SHLD call.  I expect a correction.  Cash is up to 40%.
Positions:
Long:  ALSWF AGNC CFC-B GREXF MDNNF MEAOF  ONAV NRF NRF-B SGTI SNEN WHX.
Short: CRM GAP GCI HOT LEN MEG TOL.
Calls Long: .
Calls Short:  SHLD Feb [...]

Summary:
Gained another 4.6% last week as financial such as NRF and CMO gained and my shorts performed well too.  I sold into strength dumping a bunch of NRF, and some NRF-B SGTI and SNEN.  I finally got out of the CFC-B for a small profit.  The poster’s convergence theory (to BAC-X as this is now [...]

Summary:
Gained 4.1% last week.  I lightened SNEN, CMO, and NRF-B.  I hope to swing trade the latter two.  I was in and out of GKK-A, which hit my stink bid when announcing the dividend would no longer be paid.  I sold as my purpose was the dividend.  I started a position in ONAV, an (oil) [...]

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 [...]

Summary:
Managed a 1.8% gain last week.  It would have been more but I have been raising cash and my short position in anticipation of another dip.  It didn’t come this week, and I don’t know if it will come this week, but I think it will come.  When it does, I will reload more NRF-B, [...]

Summary:
Gained 2.6% last week.  I spent most of the week selling, dumping OCNF, CNEH and the last of my AHR-C, trimming NRF, NRF-B, CMO, and RICK, and shorting more CRM, FAF, and TOL.  The only buy I made was covering the rest of my HOG short.
I guess you could say I think we’re heading down [...]

Summary:
The gains don’t last as I fell 3.4%.  Did a bunch of swing trading mainly of NRF and CMO and sold some OCNF.  I added to my FAF short and sold short some TOL.  Those blew up in my face on Friday.  I also sold some Jun 5 NRF puts.
The market seems to have a [...]

Summary:
Finally a little redemption after 2 hard weeks as I gained back 22.3%.
For the week I sold some ANH and SGTI as well as shorted IP and CRM.  I closed my FAF short and part of my HOG short.  I added a little CNEH.
Positions:
Long: AHR-C ALSWF ANH CNEH CFC-B GREXF MDNNF MEAOF MLKKF NRF-B [...]

Summary:
Lost another 13%.  Mayhem continues.  For the week I added to NRF, NRF-B and SNEN, funding some of that with sales of AHR and AHR-C.  AHR is not nearly as well capitalized as NRF and could go under.  I also bought some RICK and OCNF.  Despite a tanking Baltic Dry Index, OCNF has much of [...]