peHUB First Read

* Floyd Norris: "The era of financial globalization may be coming to an end." * Q&A with Kevin Conway of Clayton Dubilier & Rice: "My guess is -- given how badly the industry has managed its PR and how loud the cry for a villain is -- the pendulum will probably swing a little further than we would like." * Video of Adam Lashinsky's 1-on-1 with Twitter's Biz Stone, from the Fortune Brainstorm Tech conference. * Morning Call: U.S futures point higher, London rises early, European shares keep climbing, the Nikei gains 1.6% and Hong Kong and China shares scale new heights. * Not just a PE-backed IPO filing, but a PE-backed IPO filing for a retail chain! * While the FDIC continues to ponder rules to govern PE investment in financial institutions, regional banks have reached the brink. * Javier Bardem turns down a role in the Wall Street sequel (Gordon Gekko II: Financial Boogaloo). Apparently it's better to play a sociopathic hit-man than a hedge fund manager.