Pre-Marketing: M&A optimism

* Survey says: M&A activity to increase

* Posner & Weyl: Treat big finance like big pharma

* Steven Davidoff: Why CEOs shouldn’t own mirrors

* Guilty: Allen Stanford convicted on 13 of 14 criminal counts

* Morning Call: U.S. futures point higher, London rises earlyEuropean shares rebound and the Nikkei keeps sliding.

* David Merkel: Buy-and-hold can’t die

* Erin Griffith: The problem with Pandora

* Nilay Patel: How Apple’s patents are changing Android

* Morgan Stanley: Something weird going on with econ data

* Monetization alert: Amex launches Twitter coupons

* Paul McNamara: If the Dow had chosen Apple over Cisco

* Newspaper diagnosis: It’s a culture problem, not a revenue problem

* Sign up for our (free) daily newsletter on deals & deal-makers: Get Term Sheet

* Tweet of the Day: @chrisfralic Subtle difference between venture capital and private equity: VCs get lucite deal toys when the company is sold, PE guys when it’s funded.