Nakamura, F. (2022). The origin of the law of one price deviations: Insights from the good-level real exchange rate volatility. Journal of International Finance and Money, 128
Otani, A., & Ostroff, C. (2022, Apr 24). Japanese Yen's Drop Raises Potential for Broader Market Trouble; Weakening currency raises hedging costs for Japanese investors holding U.S. assets. Wall Street Journal Online.
Møller, S., & Priestley, R. (2023). The Role of the Discount Rate in Investment and Employment Decisions. Journal of Financial and Quantitative Analysis, 58(2), 914-938.
Morck, R., Shleifer, A., Vishny, R., Shapiro, M., & Poterba, J. (1990). The Stock Market and Investment: Is the Market a Sideshow? Brookings Papers on Economic Activity, 1990(2), 157-215.
Link to the Table of Contents of Valuation and Common Sense (8th edition) by Pablo Fernandez. Use the Table of Contents to access chapters of interest. Requires a (free) SSRN account to access full content.
Mackintosh, J. (2023, Jul 05). Markets ignore the looming debt peril; with rates still rising, the economy will be held back by the need to shore up highly indebted companies. Wall Street Journal (Online)