peHUB Second Opinion 2.11

Blackstone IPO Pipeline Clogs: “The worst may be over, but there is little to celebrate.” That includes the below-expectation pricing on Graham Packaging. And PS., will you look at the lovely News Corp. influence on the photo choice for this story? Of course a story about IPOs has to be accompanied by photo of a hot woman. (WSJ)

Love Stinks: Five parodies of the Google Superbowl ad. (Mashable)

Chartjunk: How companies skirt the truth with pretty pictures. (DealZone)

Silicon Valley the New SoHo? Is Silicon Valley losing its edge? One source quoted compares it to SoHo, once a cheap place to live and make art but now too expensive for artists. The mere question reminds me of the LCD Soundsystem song, “Losing My Edge,” with the lyrics: “I’m losing my edge to better-looking people with better ideas and more talent. And they’re actually really, really nice.” And also: “I hear everybody that you know is more relevant than everybody that I know.” (Dealbook)

Write-Ups On The Way: Private equity portfolio valuations could rise by up to 20 percent in 2009, in a sign the buyouts industry is coming back to life after more than a year of turmoil, industry participants said. (Reuters)

Ruffled Feathers: GE is taking issue with some parts of Hank Paulson’s new book “On the Brink,” and if Paulson’s account is true, there could be legal ramifications. (Dealbook)

Meanwhile: Paulson’s tell-all is revealing even more scandalous gossip from the BofA-Merrill merger. (Atlantic)

Get Over Financial Engineering: Again with the “L” in LBOs. It’s gone. (Dealbook)

Pensions Sue Bank: Morgan Stanley is under attack from two public pension funds. (BusinessWeek)

Citi: Ten “Mega Themes” that spell the end of Western Dominance. (Business Insider)

Bad News Comes in Threes: New Look may be the hat trick of bad news for PE. (BBC)