<P>【1】</P>
<P>题目：Business conditions and expected returns on stocks and bonds</P>
<P>作者：Eugene F. Fama </P>
<P>期刊：Journal of Financial Economics，Volume 25, Issue 1, November 1989, Pages 23-49</P>
<P>链接：</P>
<P>http://www.sciencedirect.com/science/article/B6VBX-45NHW7H-4/2/aac51e1f952bf528403fa73f3344d06c</P>
<P>&nbsp;</P>
<P>【2】</P>
<P>题目：Stock Returns and Expected Business Conditions: Half a Century of Direct Evidence</P>
<P>作者：SEAN D. CAMPBELL </P>
<P>期刊：(NBER) September 16, 2005</P>
<P>链接：http://papers.ssrn.com/sol3/papers.cfm?abstract_id=811530</P>
<P>&nbsp;</P>
<P>【3】</P>
<P>题目：Using Production Based Asset Pricing to Explain the Behavior of Stock Returns Over the Business Cycle</P>
<P>作者：John H. Cochrane</P>
<P>期刊：NBER Working Paper No. 3212</P>
<P>链接：</P>
<P>http://www.nber.org/papers/w3212</P>
<P align=right><FONT color=#000066>[此贴子已经被作者于2008-7-23 12:42:44编辑过]</FONT></P>