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  • All HBS Web  (595)
    • News  (75)
    • Research  (458)
    • Events  (6)
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  • Faculty Publications  (243)

Show Results For

  • All HBS Web  (595)
    • News  (75)
    • Research  (458)
    • Events  (6)
    • Multimedia  (2)
  • Faculty Publications  (243)
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  • 09 Oct 2017
  • Working Paper Summaries

Habit Formation and Rational Addiction: A Field Experiment in Handwashing

Keywords: by Reshmaan Hussam, Atonu Rabbani, Giovanni Reggiani, and Natalia Rigol
  • May 1984
  • Article

Interpreting the Statistical Failures of Some Rational Expectations Macroeconomic Models

By: J. J. Rotemberg
Keywords: Macroeconomics
Citation
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Rotemberg, J. J. "Interpreting the Statistical Failures of Some Rational Expectations Macroeconomic Models." American Economic Review 74, no. 2 (May 1984): 188–193.
  • 1968
  • Mimeo

Restrictions on Rational Option Pricing: A Set of Arbitrage Conditions

By: Robert C. Merton
Keywords: Stock Options; Valuation; Trade
Citation
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Merton, Robert C. "Restrictions on Rational Option Pricing: A Set of Arbitrage Conditions." Massachusetts Institute of Technology (MIT), August 1968. Mimeo.
  • 1969
  • Other Unpublished Work

An Empirical Investigation of the Samuelson Rational Warrant Pricing Theory

By: Robert C. Merton
Keywords: Mathematical Methods; Price
Citation
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Merton, Robert C. "An Empirical Investigation of the Samuelson Rational Warrant Pricing Theory." January 1969. (Chapter V in Ph.D. dissertation; Class paper, Massachusetts Institute of Technology, spring 1969.)
  • 2009
  • Working Paper

'I read Playboy for the Articles': Justifying and Rationalizing Questionable Preferences

By: Zoe Chance and Michael I. Norton
Keywords: Job Search; Market Participation; Market Transactions; Marketplace Matching; Relationships; Social and Collaborative Networks
Citation
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Chance, Zoe, and Michael I. Norton. "'I read Playboy for the Articles': Justifying and Rationalizing Questionable Preferences." Harvard Business School Working Paper, No. 10-018, September 2009.
  • 2019
  • Working Paper

Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 8 Rationalizing Flow Processes

By: Carliss Y. Baldwin
The purpose of this chapter is to examine the value structure of flow production processes and to explain why it is necessary to rationalize flow processes using the tools of systematic management. I first explain the problems facing managers of multi-step flow... View Details
Keywords: Flow Processes; Bottlenecks; Systematic Management; Production; Management; Problems and Challenges
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Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 8 Rationalizing Flow Processes." Harvard Business School Working Paper, No. 20-032, September 2019.
  • Research Summary

Optimal Signaling Policy with Rational and Irrational Agents (with James Burns)

We examine situations in which a single informed agent signals a group of uniformed agents. The uniformed agents must then take an action based on this signal. The motivation for our work comes from real world examples such as terrorist alerts or job safety... View Details
  • April 2007
  • Article

Getting Big Too Fast: Strategic Dynamics with Increasing Returns and Bounded Rationality

By: Rebecca M. Henderson, John Sterman, Eric Beinhocker and Lee Newman
Keywords: Strategy
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Henderson, Rebecca M., John Sterman, Eric Beinhocker, and Lee Newman. "Getting Big Too Fast: Strategic Dynamics with Increasing Returns and Bounded Rationality." Management Science 53, no. 4 (April 2007): 683–696.
  • 1983
  • Working Paper

Aggregate Dividend Behavior and Its Implications for Tests of Stock Market Rationality

By: Terry A. Marsh and Robert C. Merton
Citation
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Marsh, Terry A., and Robert C. Merton. "Aggregate Dividend Behavior and Its Implications for Tests of Stock Market Rationality." Sloan School of Management Working Paper, No. 1475-83, September 1983.
  • 1984
  • Working Paper

Earnings Variability and Variance Bounds Tests for Rationality of Stock Market Prices

By: Robert C. Merton and Terry A. Marsh
Citation
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Merton, Robert C., and Terry A. Marsh. "Earnings Variability and Variance Bounds Tests for Rationality of Stock Market Prices." Sloan School of Management Working Paper, No. 1559-84, April 1984.
  • Article

The Question of Collective Rationality in Professor Gale's Model of Trade Imbalance

By: Jerry R. Green
Citation
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Green, Jerry R. "The Question of Collective Rationality in Professor Gale's Model of Trade Imbalance." Journal of International Economics 2, no. 1 (February 1972): 39–55.
  • 2022
  • Working Paper

Overreaction and Diagnostic Expectations in Macroeconomics

By: Pedro Bordalo, Nicola Gennaioli and Andrei Shleifer
We present the case for the centrality of overreaction in expectations for addressing important challenges in finance and macroeconomics. First, non-rational expectations by market participants can be measured and modeled in ways that address some of the key challenges... View Details
Keywords: Overreaction; Rational Expectations; Macroeconomics; Market Participation; Social Psychology
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Bordalo, Pedro, Nicola Gennaioli, and Andrei Shleifer. "Overreaction and Diagnostic Expectations in Macroeconomics." NBER Working Paper Series, No. 30356, August 2022.
  • June 1986
  • Article

Dividend Variability and Variance Bounds Tests for the Rationality of Stock Market Prices

By: Robert C. Merton and Terry A. Marsh
Keywords: Stocks; Markets; Price
Citation
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Merton, Robert C., and Terry A. Marsh. "Dividend Variability and Variance Bounds Tests for the Rationality of Stock Market Prices." American Economic Review 76, no. 3 (June 1986): 483–498.
  • 2019
  • Working Paper

Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 9 Organizing to Rationalize

By: Carliss Y. Baldwin
The purpose of this chapter is to explain what the technologies of flow production with stochastic bottlenecks require and reward in organizations. I argue that organizations successfully implementing these technologies are likely to have unified governance and... View Details
Keywords: Information Technology; Organizational Design; Management Teams; Business History
Citation
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Baldwin, Carliss Y. "Design Rules, Volume 2: How Technology Shapes Organizations: Chapter 9 Organizing to Rationalize." Harvard Business School Working Paper, No. 20-033, September 2019.
  • 1992
  • Chapter

Negotiator Rationality and Negotiator Cognition: The Interactive Roles of Prescriptive and Descriptive Research

By: M. H. Bazerman and M. A. Neale
Keywords: Negotiation Style; Cognition and Thinking; Research
Citation
Related
Bazerman, M. H., and M. A. Neale. "Negotiator Rationality and Negotiator Cognition: The Interactive Roles of Prescriptive and Descriptive Research." In Negotiation Analysis, edited by H. Peyton Young. Ann Arbor, MI: University of Michigan Press, 1992.
  • August 2012
  • Article

A Darker Side to Decentralized Banks: Market Power and Credit Rationing in SME Lending

By: Rodrigo Canales and Ramana Nanda
We use loan-level data to study how the organizational structure of banks impacts small business lending. We find that decentralized banks-where branch managers have greater autonomy over lending decisions-give larger loans to small firms and those with "soft... View Details
Keywords: Geographic Location; Customers; Financing and Loans; Credit; Organizational Structure; Banks and Banking; Governance Compliance; Competitive Strategy
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Canales, Rodrigo, and Ramana Nanda. "A Darker Side to Decentralized Banks: Market Power and Credit Rationing in SME Lending." Journal of Financial Economics 105, no. 2 (August 2012): 353–366.
  • 2008
  • Working Paper

A Darker Side to Decentralized Banks: Market Power and Credit Rationing in SME Lending

By: Rodrigo Canales and Ramana Nanda
We use loan-level data to study how the organizational structure of banks impacts small business lending. We find that decentralized banks—where branch managers have greater autonomy over lending decisions—give larger loans to small firms and those with "soft... View Details
Keywords: Organizational Structure; Financing and Loans; Industry Structures; Banks and Banking; Banking Industry; Mexico
Citation
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Canales, Rodrigo, and Ramana Nanda. "A Darker Side to Decentralized Banks: Market Power and Credit Rationing in SME Lending." Harvard Business School Working Paper, No. 08-101, June 2008. (Revised January 2011, August 2011.)
  • 1996
  • Thesis

Limits on Interest Rate Rules in Macroeconomic Models Governed by Price Stickiness and Rational Expectations

By: William R. Kerr
Keywords: Interest Rates; Macroeconomics; Mathematical Methods
Citation
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Kerr, William R. "Limits on Interest Rate Rules in Macroeconomic Models Governed by Price Stickiness and Rational Expectations." Thesis, University of Virginia, 1996.
  • September 1992
  • Article

Herd on the Street: Informational Inefficiencies in a Market with Short-Term Speculation

By: Kenneth Froot, David S. Scharfstein and Jeremy Stein
Keywords: Rational Expectations; Asset Pricing; Behavioral Finance
Citation
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Froot, Kenneth, David S. Scharfstein, and Jeremy Stein. "Herd on the Street: Informational Inefficiencies in a Market with Short-Term Speculation." Journal of Finance 47, no. 4 (September 1992): 1461–1484. (Revised from NBER Working Paper No. 3250, February 1990.)
  • 2002
  • Working Paper

Rational Ambivalence: Asymmetric Effects of Work Group Demography on Men and Women's Responses to Being in the Minority

Citation
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Chatman, Jennifer A., and Charles A. OReilly. "Rational Ambivalence: Asymmetric Effects of Work Group Demography on Men and Women's Responses to Being in the Minority." Harvard Business School Working Paper, No. 02-055, January 2002.
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