Out of AMZN at the close (acted miserable today) and am slightly net-short overall as a result. Will adjust tomorrow accordingly (which direction I don't yet know)...
Total Position: ~1.15-to-1 net-short, 52% invested
Currently Long (according to size):BEAV (6.9%); SIRO (6.4%); CAB (5%); MMR (4.4%); CISG (2.7%);
Currently Short: MS (8.2%); TWM-long (Russell 2k Dbl-short, 6.7%); JPM (6.4%); DB (5%)
Futures Accounts: no current position
Twittspitt for details