Иррациональный оптимизм. Как безрассудное поведение управляет рынками - Роберт Дж. Шиллер

Barber, Brad M., and Terrance Odean. “Online Investors: Do the Slow Die First?” Review of Financial Studies, 15 (2) (2002): 455–89.

Barberis, Nicholas, Ming Huang, and Tano Santos. “Prospect Theory and Asset Prices.” Quarterly Journal of Economics, 116 (2001): 1–53.

Barberis, Nicholas, Andrei Shleifer, and Robert Vishny. “A Model of Investor Sentiment.” Journal of Financial Economics, 49 (1998): 307–43.

Barlow, Robin, Harvey E. Brazer, and James N. Morgan. Economic Behavior of the Affluent. Washington, D.C.: Brookings, 1966.

Barro, Robert, and Xavier Sala-i-Martin. Economic Growth. New York: McGraw-Hill, 1995.

Barsky, Robert, and J. Bradford De Long. “Why Have Stock Prices Fluctuated?” Quarterly Journal of Economics, 108 (1993): 291–311.

Barsky, Robert, and Lutz Kilian. “Do We Really Know That Oil Caused the Great Stagflation? A Monetary Alternative.” NBER Macroeconomics Annual 2001. Cambridge, Mass.: National Bureau of Economic Research, 2001, pp. 137–82.

–. “Oil and the Macroeconomy since the 70s.” Unpublished paper, University of Michigan, 2004. Reprinted in Journal of Economic Perspectives, forthcoming.

Bartholomew, David J. Stochastic Models for Social Processes. New York: John Wiley and Sons, 1967.

Basu, Sanjoy. “The Investment Performance of Common Stocks Relative to Their Price-Earnings Ratios: A Test of the Efficient Markets.” Journal of Finance, 32 (3) (1977): 663–82.

Batra, Ravi. The Great Depression of 1990: Why It’s Got to Happen, How to Protect Yourself, Rev. ed. New York: Simon and Schuster, 1987.

Baxter, Marianne, and Urban Jermann. “The International Diversification Puzzle Is Worse than You Think.” American Economic Review, 87 (1997): 177–80.

Bell, David E. “Regret in Decision Making under Uncertainty.” Operations Research, 30 (5) (1982): 961–81.

Benartzi, Shlomo. “Why Do Employees Invest Their Retirement Savings in Company Stock?” Unpublished paper, Anderson School, University of California, Los Angeles, 1999.

Benartzi, Shlomo, and Richard H. Thaler. “Myopic Loss Aversion and the Equity Premium Puzzle.” Quarterly Journal of Economics, 110 (1) (1995): 73–92.

–. “Naive Diversification Strategies in Defined Contribution Plans.” American Economic Review, 91 (1) (2001): 79–98.

–. “Save More Tomorrow: Using Behavioral Economics to Increase Employee Saving.” Journal of Political Economy, 112 (1) (2004): S164-S187.

Bergman, Nittai, and Dirk Jenter. “Employee Sentiment and Stock Option Compensation.” Unpublished paper, Massachusetts Institute of Technology, 2004.

Bikhchandani, S. D., David Hirshleifer, and Ivo Welch. “A Theory of Fashion, Social Custom and Cultural Change.” Journal of Political Economy, 81 (1992): 637–54.

Blanchard, Olivier, and Stanley Fischer. Lectures on Macroeconomics. Cambridge, Mass.: MIT Press, 1989.

Boldrin, Michael, and Michael Woodford. “Equilibrium Models Displaying Endogenous Fluctuations and Chaos: A Survey.” Journal of Monetary Economics, 25 (2) (1990): 189–222.

Bolen, D. W., and W. H. Boyd. “Gambling and the Gambler: A Review of Preliminary Findings.” Archives of General Psychiatry, 18 (5) (1968): 617–29.

Bootle, Roger. The Death of Inflation: Surviving and Thriving in the Zero Era. London: Nicholas Brealey, 1998.

Borio, Claudio, and Patrick McGuire. “Twin Peaks in Equity and Housing Prices?” BIS Quarterly Review, March 2004, pp. 79–93.

Bowman, Karlyn. “A Reaffirmation of Self-Reliance? A New Ethic of Self-Sufficiency?” The Public Perspective, February-March 1996, pp. 5–8.

Brennan, Michael. “Stripping the S&P 500.” Financial Analysts’ Journal, 54 (1) (1998): 12–22.

Brooks, Robin. “Asset Market and Savings Effects of Demographic Transitions.” Unpublished Ph.D. dissertation, Yale University, 1998.

Brown, Stephen J., William Goetzmann, and Stephen Ross. “Survival.” Journal of Finance, 50 (1995): 583–73.

Bruno, Michael, and William Easterly. “Inflation Crises and Long-Run Growth.” Journal of Monetary Economics, 41 (1) (1998): 2–26.

Bulgatz, Joseph. Ponzi Schemes, Invaders from Mars, and Other Extraordinary Popular Delusions, and the Madness of Crowds. New York: Harmony, 1992.

Bullock, Hugh. The Story of Investment Companies. New York: Columbia University Press, 1959.

Burnam, Tom. More Misinformation. Philadelphia: Lippincott and Crowell, 1980.

Campbell, John Y., and John Ammer. “What Moves Stock and Bond Markets? A Variance Decomposition for Long-Term Asset Returns.” Journal of Finance, 48 (1) (1993): 3–38.

Campbell, John Y., and John H. Cochrane. “By Force of Habit: A Consumption-Based Explanation of Aggregate Stock Market Behavior.” Journal of Political Economy, 107 (2) (1999): 205–51.

Campbell, John Y., Andrew Lo, and Craig Mackinlay. The Econometrics of Financial Markets. Princeton, N.J.: Princeton University Press, 1997.

Campbell, John Y., and Robert J. Shiller. “The Dividend-Price Ratio and Expectations of Future Dividends and Discount Factors.” Review of Financial Studies, 1 (1988): 195–228.

–. “Valuation Ratios and the Long-Run Stock Market Outlook.” Journal of Portfolio Management, 24 (1998): 11–26.

–. “Valuation Ratios and the Long-Run Stock Market Outlook: An Update.” In Richard Thaler (ed.), Advances in Behavioral Finance II. New York: Sage Foundation, 2005.

Campbell, John Y., and Motohiro Yogo. “Efficient Tests of Stock Return Predictability.” National Bureau of Economic Research Working Paper No. w10026, October 2003.

Case, Karl E. “The Market for Single-Family Homes in the Boston Area.” New England Economic Review, May-June 1986, pp. 38–48.

–. “Measuring Urban Land Values.” Unpublished paper, Wellesley College, October 26, 1997.

Case, Karl E., John M. Quigley, and Robert J. Shiller. “Comparing Wealth Effects: The Stock Market vs. the Housing Market.” National Bureau of Economic Research Working Paper No. 8606, November 2001.

Case, Karl E., Jr., and Robert J. Shiller. “The Behavior of Home Buyers in Boom and Post-Boom Markets.” New England Economic Review, November-December 1988, pp. 29–46.

–. “The Efficiency of the Market for Single Family Homes.” American Economic Review, 79 (1) (March 1989): 125–37.

–. “A Decade of Boom and Bust in the Prices of Single-Family Homes: Boston and Los Angeles 1983 to 1993.” New England Economic Review, March-April 1994, pp. 40–51.