Firstly, I also hold AWE and waiting on current drilling results, it is looking promising.
I think you (and some others here) form a view and then gather evidence to support it. You need to look at conflicting views (or all views) to see if your view holds up. Number one, is to work off price action and determine if there is a trend. From some of your posts, you are trying to fade the main trend. I attempt to fade a correction in the main trend. Big difference. You said you recently shorted FXJ. (I recently took profits on FXJ, to put into other stocks). I view it as fully valued and in a very strong uptrend. You were trying to fade the main trend. There is no evidence that the trend has changed. ie work out which way the tide is going and then take a trade when the wave breaks.
It has taken me a very long time to be comfortable with how I invest, a lot of trial and error. My main lesson has been don't get stuck on one view, be prepared to change your mind when new information and price action arises. This is difficult to do. Price action in the market has changed again from the start of Feb, we have had a good reporting season for most stocks and the share market is rising. So the main trend is a rising market, accept this (for now) and look for opportunities to go long. People saying we are going to have a recession is unhelpful noise, the share market price action is not confirming this at the moment.
Good luck and if your equity curve is not rising, increase your level of cash and start again with smaller positions. I have not used cfd's, but my view is if one does not have a rising equity curve with stocks, don't touch cfds.
