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Journal Articles

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Working Paper

Learning and Risk Premiums in an Arbitrage-free Term Structure Model

Marco Giacoletti, Kristoffer T. Laursen, Kenneth J. Singleton
May202018

We study the evolution of risk premiums on US Treasury bonds from the perspective of a real-time Bayesian learner RA who updates her beliefs using a dynamic term structure model. Learning about the historical dynamics of yields led to…

Journal Article

OM Forum — Benchmarking Global Production Sourcing Decisions: Where and Why Firms Offshore and Reshore

Morris Cohen, Shiliang Cui, Ricardo Ernst, Arnd Huchzermeier, Panos Kouvelis, Hau L. Lee, Hirofumi Matsuo, Marc Steuber, Andy Tsay
Manufacturing & Service Operations Management May82018 Vol. 20 Issue 3 Pages 389-600.

Problem definition: Manufacturing firms are undergoing restructuring defined by a collection of adjustments and decisions, which affect the source and destination of manufactured products throughout the firm’s global supply chain network. We…

Journal Article

Pharmacogenetic Testing Among Patients With Mood and Anxiety Disorders Is Associated With Decreased Utilization and Cost: A Propensity-Score Matched Study

Roy Perlis, Rajesh Mehta, Alison Edwards, Arun Tiwari, Guido W. Imbens
Depression and Anxiety May72018 Vol. 35 Issue 10 Pages 946-952.

Naturalistic and small randomized trials have suggested that pharmacogenetic testing may improve treatment outcomes in depression, but its cost-effectiveness is not known. There is growing enthusiasm for personalized medicine, relying on genetic…

Journal Article

Herd Invisibility: The Psychology of Racial Privilege

L. Taylor Phillips, Brian S. Lowery
Currents Directions in Psychological Science May12018 Vol. 27 Issue 3 Pages 156-162.

Despite overwhelming evidence of its existence, White privilege has received relatively little attention in psychological science. However, given the chronic and pervasive benefits tied to racial privilege, it stands to reason that living with…

Working Paper

Netflix Approach to Governance: Genuine Transparency with the Board

David F. Larcker, Brian Tayan
May12018

The hallmark of good corporate governance is an independent board of directors to oversee management. However, it is not clear that independent directors receive the information they need to make fully informed decisions on all key matters.…

Journal Article

One Size Fits All: Context Collapse, Self-Presentation Strategies and Language Styles on Facebook

Teresa Gil-Lopez, Cuihua Shen, Grace Benefield, Nicholas Palomares, Michal Kosinski, David Stillwell
Journal of Computer-Mediated Communication May12018 Vol. 23 Issue 2 Pages 127-145.
Journal Article

Agency Problems in Political Campaigns: Media Buying and Consulting

Gregory J. Martin, Zachary Peskowitz
American Political Science Review May2018 Vol. 112 Issue 2 Pages 231-248.

Advertising expenditures in congressional campaigns are made not directly by campaigns themselves but indirectly though intermediary firms. Using a new dataset of revenues and costs of these firms, we study the markups that these firms charge…

Journal Article

Convergence of the Core in Assignment Markets

Yash Kanoria, Daniela Saban, Jay Sethuraman
Operations Research May2018 Vol. 66 Issue 3
Working Paper

Do Banks have an Edge?

Juliane Begenau, Erik Strafford
May2018

We decompose bank activities into passive and active components and evaluate the performance of the active components of the bank business model by controlling for passive maturity transformation strategies that can be executed in the capital…

Journal Article

Dynamic Certification and Reputation for Quality

Iván Marinovic, Andrzej Skrzypacz, Felipe Varas
American Economic Journal: Microeconomics May2018 Vol. 10 Issue 2 Pages 58–82.

We study firm’s incentives to invest and build reputation for quality, when quality can be certified at a cost. We consider two types of equilibria: one in which certification decisions are made based on firm’s reputation and the second in which…

Journal Article

Dynamic Incentives in Wait List Mechanisms

Nikhil Agarwal, Itai Ashlagi, Paulo Somaini, Daniel Waldinger
American Economic Association: Papers and Proceedings May2018 Vol. 108 Pages 341-347.

Many scarce public resources are allocated through wait lists that use priorities for individual agents. A new priority system for allocating deceased donor kidneys was adopted in 2014. This redesign was guided by simulations that held decision-…

Journal Article

Estimating Heterogeneous Consumer Preferences for Restaurants and Travel Time Using Mobile Location Data

Susan Athey, David Blei, Robert Donnelly, Francisco Ruiz, Tobias Schmidt
American Economic Review Papers and Proceedings May2018 Vol. 108 Pages 64-67.

We estimate a model of consumer choices over restaurants using data from several thousand anonymous mobile phone users. Restaurants have latent characteristics (whose distribution may depend on restaurant observables) that affect consumers’ mean…

Journal Article

Foreign Safe Asset Demand for US Treasurys and the Dollar

Zhengyang Jiang, Arvind Krishnamurthy, Hanno Lustig
America Economic Association Papers and Proceedings May2018 Vol. 108 Pages 537-541.

We present theory showing that the spot dollar exchange rate reflects the value of all future convenience yields that foreign investors assign to US Treasuries. The convenience yield also creates wedge, the Treasury-based dollar basis, between…

Journal Article

Managerial Flexibility in Levelized Cost Measures: A Framework for Incorporating Uncertainty in Energy Investment Decisions

John E. Bistline, Stephen D. Comello, Anshuman Sahoo
Energy May2018 Vol. 151 Pages 211–225.

Many irreversible long-run capital investments entail opportunities for managers to respond flexibly to changes in the economic environment. However, common levelized cost measures used to guide decision-making, such as the levelized cost of…

Journal Article

Managing 21st-Century Political Risk

Condoleezza Rice, Amy Zegart
Harvard Business Review May2018

In 2010, Gabriela Cowperthwaite read a news article that changed her life. It described how an orca whale had killed a trainer during a show at SeaWorld in Orlando. Cowperthwaite, a Los Angeles filmmaker who liked taking her twins to see orcas at…

Stanford Closer Look

Netflix Approach to Governance: Genuine Transparency with the Board

David F. Larcker, Brian Tayan
Stanford Closer Look Series Corporate Governance Research Initiative May2018

The hallmark of good corporate governance is an independent board of directors to oversee management. However, it is not clear that independent directors receive the information they need to make fully informed decisions on all key matters.…

Journal Article

Taxation and Corporate Risk-Taking

Rebecca Lester, Dominika Langenmayr
The Accounting Review May2018 Vol. 93 Issue 3 Pages 237-266.

We study whether the corporate tax system provides incentives for risky firm investment. We analytically and empirically show two main findings: first, risk-taking is positively related to the length of tax…

Stanford Closer Look

The Big Thumb on the Scale: An Overview of The Proxy Advisory Industry

James R. Copland, David F. Larcker, Brian Tayan
Stanford Closer Look Series Corporate Governance Research Initiative May2018

Proxy advisory firms have significant influence over the voting decisions of institutional investors and the governance choices of publicly traded companies. However, it is not clear that the recommendations of these firms are correct and…

Journal Article

The Changing Face of Debt and Financial Fragility at Older Ages

Annamaria Lusardi, Olivia S. Mitchell, Noemi Oggero
AEA Papers and Proceedings May2018 Vol. 108 Pages 407–411.

We investigate changes in older individuals’ financial fragility as they stand on the verge of retirement. Using data from the Health and Retirement Study (HRS), we compare how debt has changed for successive cohorts of people age 56–61. Our…

Journal Article

The Numbers Don’t Speak for Themselves: Racial Disparities and the Persistence of Inequality in the Criminal Justice System

Rebecca C. Hetey, Jennifer L. Eberhardt
Current Directions in Psychological Science May2018 Vol. 27 Issue 3 Pages 183–187.

Many scholars and activists assume the public would be motivated to fight inequality if only they knew the full extent of existing disparities. Ironically, exposure to extreme disparities can cause people to become more, not less, supportive of…