Summer 2017

Have central bankers lost their power?

Evidence is revealing the power, limits, and confounding effects of monetary policy.

How to listen for the hidden data in earnings calls

Research is uncovering the messages that managers may not be intending to send—and that investors should learn to listen for.

Why stock returns under Trump might disappoint investors

Market performance under Republican presidents may be in part due to timing.

Economics and the human instinct for storytelling

Why understanding dramatic economic events requires searching for the narratives that underlie them.

What are venture capitalists looking for in start-ups?

Venture capitalists doling out millions to back big ideas may be less interested in the product than in the people developing the product, research suggests.

Sell! Buy! Markets hate complex headlines

Investors pay less attention to long and complex headlines, and that has an effect on markets.

Where China’s stimulus program went wrong

Most of the money in China’s Great Recession stimulus plan went to state-controlled companies that were less productive than privately owned businesses.

By Dee Gill| Mar 15, 2017

Economics

What target should the Fed be shooting at?

The conventional wisdom on interest rates may be wrong.

By John H. Cochrane| May 16, 2017

Strategy

Identify and rise above load-bearing assumptions

Economics

Veronica Guerrieri on the American dream

To keep the American dream alive, policy makers need to give poor kids the opportunity to get a good education.

Accounting

Do companies ‘mind the GAAP’ when they aren’t required to?

Just over a third of medium-to-large private companies produce audited GAAP statements.

By Emily Lambert| Apr 04, 2017