* Global M&A falls 20% from Q2 to Q3. Get all the data here.
* Henry Blodgett: Yahoo board is thinking about a break-up, not hiring a new CEO
* Anthony Battaglia: 3 reasons specialization matters in private equity
* Morning Call: U.S. futures point higher, London rises early, European shares edge higher and China shares fall.
* Crimson green: Harvard’s endowment grows
* David Reilly: Tin-hat time for pension funds
* Madden-ville? EA is taking dead aim at Zynga
* Reuters: PIMCO is closing in on its first distressed bank deal
* Derek Thompson: The “lost generation” is about education, not age
* Counter-intuitive: 5 ways higher sales goals lead to lower sales
* Get Term Sheet: Sign up for our morning email on deals and dealmakers
* Not bad for 11 month’s work: Leo Apotheker will get $25 million in severance from HP
* Dana Stalder: “It’s not clear to me that someone who spent 30 years in the consumer space is the right person for an enterprise technology company.” Well, unless she reverses HP’s earlier decision on PCs and tablets…
