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  • All HBS Web  (2,961)
    • News  (476)
    • Research  (2,196)
    • Events  (43)
    • Multimedia  (14)
  • Faculty Publications  (1,425)
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  • Article

The Counterfeit Self: The Deceptive Costs of Faking It

By: Francesca Gino, Michael I. Norton and Dan Ariely
Although people buy counterfeit products to signal positive traits, we show that wearing counterfeit products makes individuals feel less authentic and increases their likelihood of both behaving dishonestly and judging others as unethical. In four experiments,... View Details
Keywords: Judgments; Ethics; Brands and Branding; Product; Behavior; Personal Characteristics
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Gino, Francesca, Michael I. Norton, and Dan Ariely. "The Counterfeit Self: The Deceptive Costs of Faking It." Psychological Science 21, no. 5 (May 2010): 712–720.
  • 2007
  • Working Paper

Irving Fisher, Economic Forecasting, and the Myth of the Business Cycle

By: Walter A. Friedman
A premier economist of the twentieth century and a founder of neoclassical thought, Irving Fisher was also an active participant in the field of economic forecasting. Fisher made theoretical contributions to the understanding of economic fluctuations, popularized the... View Details
Keywords: Forecasting and Prediction; Economics; Business Cycles; Business History; Newspapers; Personal Development and Career
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Friedman, Walter A. "Irving Fisher, Economic Forecasting, and the Myth of the Business Cycle." Harvard Business School Working Paper, No. 08-037, November 2007.
  • July 1986 (Revised August 1987)
  • Background Note

Note on Comparative Advantage

By: David B. Yoffie and John J. Coleman
Discusses David Ricardo's theory of comparative advantage and the refinement of his model developed by Eli Heckscher and Bertil Ohlin. Presents several criticisms of the Heckscher-Ohlin theory, including Wassily Leontief's empirical demonstration that the nature of... View Details
Keywords: Business Model; Forecasting and Prediction; Macroeconomics; Trade; Theory
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Yoffie, David B., and John J. Coleman. "Note on Comparative Advantage." Harvard Business School Background Note 387-023, July 1986. (Revised August 1987.)
  • 2022
  • Working Paper

Values as Luxury Goods and Political Polarization

By: Benjamin Enke, Mattias Polborn and Alex A Wu
Motivated by novel survey evidence, this paper develops a theory of political behavior in which values are a luxury good: the relative weight voters place on values rather than material considerations increases in income. The model predicts (i) voters who are... View Details
Keywords: Political Polarization; Government and Politics; Moral Sensibility; Luxury; Values and Beliefs; Voting
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Enke, Benjamin, Mattias Polborn, and Alex A Wu. "Values as Luxury Goods and Political Polarization." Working Paper, April 2022. (Revised April 2023.)
  • December 2009
  • Article

Catering Through Nominal Share Prices

By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
We propose and test a catering theory of nominal stock prices. The theory predicts that when investors place higher valuation on low-price firms, managers will maintain share prices at lower levels, and vice-versa. Using measures of time-varying catering incentives... View Details
Keywords: Stocks; Stock Shares; Investment; Investment Return; Price; Theory; Valuation
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Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "Catering Through Nominal Share Prices." Journal of Finance 64, no. 6 (December 2009): 2559–2590. (Internet Appendix.)
  • January 2008 (Revised July 2009)
  • Case

Forecasting the Great Depression

By: Walter A. Friedman
What is proper role of professional economic forecasting in financial decision making? The case presents excerpts from three leading economic forecasters on the eve of, and just after, the stock market crash of October 1929. The first set of excerpts is from Roger... View Details
Keywords: History; Mathematical Methods; Personal Development and Career; Forecasting and Prediction; Financial Crisis
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Friedman, Walter A. "Forecasting the Great Depression." Harvard Business School Case 708-046, January 2008. (Revised July 2009.)
  • October 2010
  • Article

Culture Clash: The Costs and Benefits of Homogeneity

By: Eric Van den Steen
This paper develops an economic theory of the costs and benefits of corporate culture-in the sense of shared beliefs and values in order to study the effects of "culture clash" in mergers and acquisitions. I first use a simple analytical framework to show that shared... View Details
Keywords: Cost vs Benefits; Organizational Culture; Economics; Information Management; Forecasting and Prediction; Values and Beliefs; Mergers and Acquisitions; Framework; Satisfaction; Motivation and Incentives; Power and Influence; Communication
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Van den Steen, Eric. "Culture Clash: The Costs and Benefits of Homogeneity." Management Science 56, no. 10 (October 2010): 1718–1738.
  • 2008
  • Working Paper

Catering through Nominal Share Prices

By: Malcolm Baker, Robin Greenwood and Jeffrey Wurgler
We propose and test a catering theory of nominal stock prices.  The theory predicts that when investors place higher valuation on low-price firms, managers will maintain share prices at lower levels, and vice-versa. Using measures of time-varying catering... View Details
Keywords: Stocks; Stock Shares; Investment; Investment Return; Price; Theory; Valuation
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Baker, Malcolm, Robin Greenwood, and Jeffrey Wurgler. "Catering through Nominal Share Prices." NBER Working Paper Series, No. w13762, January 2008. (First Draft in 2007.)
  • Article

Ensembles of Overfit and Overconfident Forecasts

By: Y. Grushka-Cockayne, V.R.R. Jose and K. C. Lichtendahl
Firms today average forecasts collected from multiple experts and models. Because of cognitive biases, strategic incentives, or the structure of machine-learning algorithms, these forecasts are often overfit to sample data and are overconfident. Little is known about... View Details
Keywords: Decision Analysis; Data Science; Forecasting and Prediction; Data and Data Sets
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Grushka-Cockayne, Y., V.R.R. Jose, and K. C. Lichtendahl. "Ensembles of Overfit and Overconfident Forecasts." Management Science 63, no. 4 (April 2017): 1110–1130.
  • 2010
  • Working Paper

Decoding Inside Information

By: Lauren Cohen, Christopher Malloy and Lukasz Pomorski
Using a simple empirical strategy, we decode the information in insider trades. Exploiting the fact that insiders trade for a variety of reasons, we show that there is predictable, identifiable "routine" insider trading that is not informative for the future of firms.... View Details
Keywords: Forecasting and Prediction; Stocks; Financial Markets; Investment; Investment Return; Investment Portfolio; Market Transactions
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Cohen, Lauren, Christopher Malloy, and Lukasz Pomorski. "Decoding Inside Information." NBER Working Paper Series, No. 16454, October 2010. (Winner of Institute for Quantitative Investment Research (INQUIRE) Grant presented by Institute for Quantitative Investment Research. Winner of Chicago Quantitative Alliance Academic Paper Competition. First Prize presented by Chicago Quantitative Alliance.)
  • 07 Apr 2003
  • What Do You Think?

Should Global Business Initiatives Be Devalued?

recently, has been unthinkable: that global initiatives in many cases should be devalued, discounted, or postponed in relation to more predictable business investments "closer to home?" What do you think? View Details
Keywords: by James Heskett
  • October 2022 (Revised December 2022)
  • Case

SMART: AI and Machine Learning for Wildlife Conservation

By: Brian Trelstad and Bonnie Yining Cao
Spatial Monitoring and Reporting Tool (SMART), a set of software and analytical tools designed for the purpose of wildlife conservation, had demonstrated significant improvements in patrol coverage, with some observed reductions in poaching and contributing to wildlife... View Details
Keywords: Business and Government Relations; Emerging Markets; Technology Adoption; Strategy; Management; Ethics; Social Enterprise; AI and Machine Learning; Analytics and Data Science; Natural Environment; Technology Industry; Cambodia; United States; Africa
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Trelstad, Brian, and Bonnie Yining Cao. "SMART: AI and Machine Learning for Wildlife Conservation." Harvard Business School Case 323-036, October 2022. (Revised December 2022.)
  • Article

Beacon and Warning: Sherman Kent, Scientific Hubris, and the CIA's Office of National Estimates

By: J. Peter Scoblic
Would-be forecasters have increasingly extolled the predictive potential of Big Data and artificial intelligence. This essay reviews the career of Sherman Kent, the Yale historian who directed the CIA’s Office of National Estimates from 1952 to 1967, with an eye toward... View Details
Keywords: National Security; Analytics and Data Science; Analysis; Forecasting and Prediction; History
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Scoblic, J. Peter. "Beacon and Warning: Sherman Kent, Scientific Hubris, and the CIA's Office of National Estimates." Texas National Security Review 1, no. 4 (August 2018).
  • July 2019
  • Article

Market Reaction to Mandatory Nonfinancial Disclosure

By: Jody Grewal, Edward J. Riedl and George Serafeim
We examine the equity market reaction to events associated with the passage of a directive in the European Union (EU) mandating increased nonfinancial disclosure. These disclosures relate to firms’ environmental, social, and governance (ESG) performance and would be... View Details
Keywords: Nonfinancial Information; Nonfinancial Performance; ESG; ESG (Environmental, Social, Governance) Performance; Investor Behavior; Disclosure; Disclosure Regulation; Regulation; Sustainability; Corporate Performance; Information; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Performance; Environmental Sustainability; Corporate Governance; Outcome or Result
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Grewal, Jody, Edward J. Riedl, and George Serafeim. "Market Reaction to Mandatory Nonfinancial Disclosure." Management Science 65, no. 7 (July 2019): 3061–3084.
  • Article

Why Do Pro Forma and Street Earnings Not Reflect Changes in GAAP? Evidence from SFAS 123R

By: Ian D. Gow, Mary E. Barth and Daniel Taylor
This study examines how key market participants—managers and analysts—responded to SFAS 123R's controversial requirement that firms recognize stock-based compensation expense. Despite mandated recognition of the expense, some firms' managers exclude it from pro forma... View Details
Keywords: Motivation and Incentives; Employee Stock Ownership Plan
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Gow, Ian D., Mary E. Barth, and Daniel Taylor. "Why Do Pro Forma and Street Earnings Not Reflect Changes in GAAP? Evidence from SFAS 123R." Review of Accounting Studies 17, no. 3 (September 2012): 526–562.
  • 2024
  • Working Paper

Pitfalls of Demographic Forecasts of U.S. Elections

By: Richard Calvo, Vincent Pons and Jesse M. Shapiro
Many observers have forecast large partisan shifts in the US electorate based on demographic trends. Such forecasts are appealing because demographic trends are often predictable even over long horizons. We backtest demographic forecasts using data on US elections... View Details
Keywords: Mathematical Methods; Voting; Political Elections; Trends; Forecasting and Prediction; Demographics
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Calvo, Richard, Vincent Pons, and Jesse M. Shapiro. "Pitfalls of Demographic Forecasts of U.S. Elections." NBER Working Paper Series, No. 33016, October 2024.
  • Article

Behavioral and Neural Representations en route to Intuitive Action Understanding

By: Leyla Tarhan, Julian De Freitas and Talia Konkle
When we observe another person’s actions, we process many kinds of information—from how their body moves to the intention behind their movements. What kinds of information underlie our intuitive understanding about how similar actions are to each other? To address this... View Details
Keywords: Action Perception; Intuitive Similarity; Multi-arrangement; fMRI; Representational Similarity Analysis; Behavior; Perception
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Tarhan, Leyla, Julian De Freitas, and Talia Konkle. "Behavioral and Neural Representations en route to Intuitive Action Understanding." Neuropsychologia 163 (December 2021).
  • 2011
  • Working Paper

Cyclicality of Credit Supply: Firm Level Evidence

By: Bo Becker and Victoria Ivashina
Theory predicts that there is a close link between bank credit supply and the evolution of the business cycle. Yet fluctuations in bank-loan supply have been hard to quantify in the time-series. While loan issuance falls in recessions, it is not clear if this is due to... View Details
Keywords: Business Cycles; Borrowing and Debt; Credit; Banks and Banking; Bonds; Financial Markets; Financing and Loans; Banking Industry
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Becker, Bo, and Victoria Ivashina. "Cyclicality of Credit Supply: Firm Level Evidence." Harvard Business School Working Paper, No. 10-107, June 2010. (Revised August 2011.)
  • 23 Aug 2013
  • Working Paper Summaries

Waves in Ship Prices and Investment

Keywords: by Robin Greenwood & Samuel Hanson
  • 1994
  • Article

Three-dimensional Finite Element Modeling of a Cervical Vertebra: An Investigation of Burst Fracture Mechanism

By: Kevin J. Bozic, J H Keyak, H B Skinner, H U Bueff and David Bradford
Finite element modeling was used to study the mechanical behavior of a cervical vertebra under axial compressive loading. A three-dimensional (3-D) finite element (FE) model of a mid-cervical vertebra using inhomogeneous material properties was generated from... View Details
Keywords: Performance Expectations; Strength and Weakness; Health; Mathematical Methods; Health Industry
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Bozic, Kevin J., J H Keyak, H B Skinner, H U Bueff, and David Bradford. "Three-dimensional Finite Element Modeling of a Cervical Vertebra: An Investigation of Burst Fracture Mechanism." Journal of Spinal Disorders & Techniques 7, no. 2 (1994): 102–110.
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