I've had my hands full with all the PM microcaps. Every strategy has its downside, and microcaps have the problem of not being marginable. I am so loaded up with these things I have to sell something in order to buy something else. They are also not very liquid, so they are best sold into strength. Today was a great day to sell stuff.

I think the diamond plays may be ready for round 2, so I bought back half a position in SWY a couple of days ago, and will look to buy STA tomorrow. Already own GZD, DSP & SUP.

I hope tomorrow is as much fun as today.