I wasn't able to post last week. Family issues. However there are a couple of things worth noting. First, I'm taking off a little more of the levered loan trade. This was an extremely large position that is now only a large one. Also, the discount on the closed end funds that I bought has narrowed significantly. I still expect this to do better, but it's not the gift it was a month or so ago.
Also, I have a new commodity equity trade, an Australian investment company called LINQ Resources (Yahoo symbol: LRF.AX). Hopefully, I'll be able to post a full analysis of it later in the week.
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