Portfolio Management for July 8, 2015

Yesterday, I increased both the NTI and the SDS positions, but after a few hours, I had to close both SDS positions as the market staged an oversold bounce.





The Portfolio is still rather "flat" in terms of returns.



The trade ideas for today are below.



A company that could be of interest is HCLP, which sells special sands for the fracking industry. That industry is still "on the ropes," but they need sands if they want to stay in business. At current prices, it is pretty cheap.