We have stock tips from Britain, Denmark, Singapore, Portugal, Israel, China, and points in between. But first another new stock pick...

Abengoa reported flat revenues and net income for H1 vs 2013 H1, with sales at euros 3.4 bn and net income of euros 69 mn, up all of 2%.

The deal being worked out over eastern Ukraine sounds like the 1937 Munich capitulation and unlike the British rush to defend Polish borders 75 years ago in Sept. 1939—right down to the presence of a supposed outsider in the deal (Hitler in 1937; Putin in 2014.)

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.

Harvard's expensive investment managers didn't invest very well. Its endowment gained all of 11.3% last year, despite the heavy spending. Meanwhile Yale gained 12.5%.

Argentina is trying an end-run which may result in its being held in contempt of court, to avoid having to negotiate seriously with the hold-out hedge funds over its debt. These owners of ~10% of the bonds refused to join in the 2005 and 2010 deals to extend duration and cut yield on the bonds.