peHUB First Read

* Is Restoration Hardware the next LBO to go?

* The Carlyle Group is planning to buy up elderly housing units in Japan. I wonder if the SEIU will extend its policy mandate beyond U.S. borders… 

* Is Google buying a Ukranian web portal? How about a company that provides wireless services via balloon?

* DealBreaker asks: How did KKR Financial become a buyout loan SIV?

* Is Canada the new China for VCs, or the next Colorado?