Thanks in part to my special report on Benitec the BTEBY share is now showing a gain. The Down Under management is a bit overwhelmed by the trigger-happy US market but they are quick learners.

China caused waves across our portfolio. First of all, in an admission that something was needed to set GNP growth back on track, China cut interest rates in a new stimulus initiative.

Nomura analysts in Hong Kong shifted gears on ASEAN Asian markets this morning.

Exiting Schlumberger, reluctantly.

Scotland turned out to be canny and not so brave. The same can be said for Alibaba, which came out at the top of its estimated range, but not a penny higher and promptly rose ~40% on its 1st day in public trading.

We spent the Labor Day weekend in Cleveland which is exactly the same distance from Washington, DC, as Moscow is from the nearest Ukrainian border.