After reviewing the market action last week and watching some good market commentary on YouTube (see my twitter feed for some of the recommended videos I posted), my overall portfolio positioning as discussed last week here is still pretty solid and poised to weather the ups and downs as the markets cycle between risk on and risk off, inflation and deflation, etc. While Bitcoin and other crypto has been struggling lately, I am still bullish for the long term outlook on this asset class and feel better about reducing my allocation last week and shifting some money to gold, silver and TIPS. For my stock trading portfolio, I'm making a few moves next week to capture some areas of the market that I think look poised for growth and exit some positions that look less attractive, which I'll talk about later in this post.