peHUB First Read

* William Cohan: Let Goldman be Goldman

* Dangerous liaisons: Inside IBM’s sex and insider trading scandal

* Chris Thompson: How the Viacom lawsuit helped YouTube avoid another, more damaging complaint.

* Morning Call: U.S. futures point lower, London falls early, European shares slip and the Nikkei loses 0.6%.

* Rom Badilla: What bond bubble?

* Is Blackstone Group (finally) undervalued?

* Europe’s private equity queen gets ready for a buying spree

* Tim Geithner on PBS: “Confident we’re going to continue to grow”

* Mark Suster: Startups are better served when its team works together in an office, rather than distributed at home.

* Tom Bower on Tony Hayward’s future: “Although he has no serious enemies within BP, even loyalists speaking off the record admit that he is swinging in the wind. There he will remain until the oil stops gushing into the Gulf.”

* Jonathan Shieber: “The Carlyle Group is possibly the first firm to be entangled in new Chinese tax and disclosure rules for private-equity investors that use shell companies to control their Chinese portfolio companies, and lawyers warn it may not be the last.”

* Michael Lyons of Lincolnshire Management on PE overhang and the inflated valuations that follow:

 

* Fortress CEO Daniel Mudd talks (commercial real estate) deals: