selected publications

• academic article

  • The Supply of Stock Returns: Adding Back Buybacks.  SSRN Electronic Journal.  2015
  • Time-Varying Risk Aversion in the Cross-Section of Mutual Fund Flows.  SSRN Electronic Journal.  2012

• blog posting

  • The Long-Run Drivers of Stock Returns: Total Payouts and the Real Economy.  SSRN Electronic Journal. 2017