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Macro-Equity Logic Chains in the Stock Market

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Outgoing claims: the papers this work cites, builds on, or argues with.

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Measuring Economic Policy Uncertainty*
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The Effect of Minimum Wages on Low-Wage Jobs*
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Subjective Models of the Macroeconomy: Evidence From Experts and Representative Samples
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Macroeconomic Attention and Announcement Risk Premia
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Shaped by Booms and Busts: How the Economy Impacts CEO Careers and Management Styles
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Information Acquisition and Under-Diversification
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Do Investors Overweight Personal Experience? Evidence from IPO Subscriptions
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Information Immobility and the Home Bias Puzzle
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Formative Experiences and Portfolio Choice: Evidence from the Finnish Great Depression
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Sticky Information versus Sticky Prices: A Proposal to Replace the New Keynesian Phillips Curve
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Five Facts about Beliefs and Portfolios
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Causal Narratives
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On the complexity of forming mental models
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