Much of my recent research output has been published in the Journal of Applied Corporate Finance, now published for Columbia Business School by Wiley. (See references below) Some earlier versions of this work may be found on the Blog- but copyright prevents me from posting the published versions.
Global Trade – Hostage to the Volatile US Dollar, Journal of Applied Corporate Finance, Volume 30, Number 1, Winter 2018
The Beliefs of Central Bankers about Inflation and the Business Cycle—and Some Reasons to Question the Faith, Journal of Applied Corporate Finance; Volume 28, Number 1, Winter 2016
A South African Success Story; Excellence in the Corporate use of capital and its Social Benefits with David Holland, Journal of Applied Corporate Finance, Volume 26, Number 2, Spring 2014
2013 Nobel Prize Revisited: Do Shiller’s Models Really Have Predictive Power? with Christopher Holdsworth, Journal of Applied Corporate Finance, Volume 26 Number 2 Spring 2014
Lessons from the Global Financial Crisis (Or Why Capital Structure Is Too Important to Be Left to Regulation) with Christopher Holdsworth, Journal of Applied Corporate Finance, Volume 22, Number 3, Summer 2010