Book review: The Age of Cryptocurrency: How Bitcoin and Digital Money are Challenging the Global Economic Order by Paul Vigna and Michael Casey is “interesting and lucid” (Fortune)
Quote of the Day
Maybe 1% of the news stories I read were important. I can't believe how much time I wasted reading things that didn't matter. If someone from the future could write this morning's newspaper, publishing only what turned out to be important, it would be 90% shorter.
(Morgan Housel)
Strategy
- The sectors in which investors having been "hiding" hold the biggest risks. (dashofinsight.com)
- Every investor makes mistakes, even Warren Buffett. (cleareyesinvesting.com)
- Factor portfolios often take big sector bets. (etftrends.com)
- Six bad reasons to change your portfolio. (marketwatch.com)
- Ranking the big online brokers. (online.barrons.com)
Apple
- An Apple ($AAPL) Watch prelude. (daringfireball.net)
- How an Apple Watch could make you stop using your phone. (techcrunch.com)
- An Apple Watch rumor round-up. (fortune.com)
- The iPhone is already a great watch. (gigaom.com)
Technology
- Samsung is screwed. (ritholtz.com)
- Why we should care about Xiaomi. (ben-evans.com)
- The smartphone has killed the standalone camera. (om.co)
Economy
- Jobs growth was widespread in February. (calculatedriskblog.com)
- Full employment is not all that far off. (csen.tumblr.com)
- Tim Duy, "June is in play." (economistsview.typepad.com)
- A look back at the economic week that was. (ritholtz.com)
- The economic schedule for the coming week. (calculatedriskblog.com)
