david thesmar
31 catalog papers. Identity-linked publications and additional name matches are distinguished below.
ORCID: 0000-0001-9265-0526
Massachusetts Institute of Technology and National Bureau of Economic Research , United States; Centre for Economic Policy Research , United Kingdom
Publications
- The Effects of Mandatory Profit-Sharing on Workers and Firms: Evidence from France — The Quarterly Journal of Economics 2026
- Abundance from Abroad: Migrant Income and Long-Run Economic Development — American Economic Review 2026
- Noise in Expectations: Evidence from Analyst Forecasts — The Review of Financial Studies 2024
- Overreaction in Expectations: Evidence and Theory — The Quarterly Journal of Economics 2023
- How to Use Natural Experiments to Estimate Misallocation — American Economic Review 2023
- Quantifying Reduced-Form Evidence on Collateral Constraints — The Journal of Finance 2022
- CAPM-Based Company (Mis)valuations — The Review of Financial Studies 2021
- The Real Effects of Bank Capital Requirements — Management Science 2020
- Can Unemployment Insurance Spur Entrepreneurial Activity? Evidence from France — The Journal of Finance 2020
- Sticky Expectations and the Profitability Anomaly — The Journal of Finance 2019
- Wholesale Funding Dry-Ups — The Journal of Finance 2018
- The Cost of Political Connections — Review of Finance 2018
- Banking integration and house price co-movement — Journal of Financial Economics 2017
- Housing Collateral and Entrepreneurship — The Journal of Finance 2017
- Systemic risk in clearing houses: Evidence from the European repo market — Journal of Financial Economics 2017
- The Sovereign-Bank Diabolic Loop and ESBies — American Economic Review 2016
- Vulnerable banks — Journal of Financial Economics 2015
- The WACC Fallacy: The Real Effects of Using a Unique Discount Rate — The Journal of Finance 2015
- Overcoming limits of arbitrage: Theory and evidence — Journal of Financial Economics 2014
- Investor Horizons and Corporate Policies — Journal of Financial and Quantitative Analysis 2013
- Bottom-Up Corporate Governance — Review of Finance 2013
- The Collateral Channel: How Real Estate Shocks Affect Corporate Investment — American Economic Review 2012
- Stock price fragility — Journal of Financial Economics 2011
- Growth LBOs — Journal of Financial Economics 2011
- Individual Investors and Volatility — The Journal of Finance 2011
- Financial Risk Management: When Does Independence Fail? — American Economic Review 2009
- Financial Contracting with Optimistic Entrepreneurs — The Review of Financial Studies 2009
- Optimal Dissent in Organizations — The Review of Economic Studies 2009
- Banking Deregulation and Industry Structure: Evidence from the French Banking Reforms of 1985 — The Journal of Finance 2007
- Identifying Dynamic Discrete Decision Processes — Econometrica 2002
- Creative Destruction and Firm Organization Choice — The Quarterly Journal of Economics 2000