Working Papers:

``Diffusion Approximation in Arrow's Model of Exhaustible Resources,'' (with Michael Taksar) Technical Report Number 416, Stanford Institute for Mathematical Studies in The Social Sciences (Economics Series), Stanford University, August, 1983.

``Price Operators: Extensions, Potentials, and the Markov Valuation of Securities'', Research Paper No. 813, Graduate School of Business, Stanford University, July, 1985.

``Stochastic Production-Exchange Equilibria'' (with Chi-Fu Huang), Research Paper, Graduate School of Business, Stanford University, May 1986.

``Equilibrium and The Role of the Firm in Incomplete Markets'' (with Wayne Shafer), Graduate School of Business, Stanford University, August, 1986.

``A Liquidity-Based Model of Asset-Backed Security Design'' (with Peter DeMarzo), Working Paper, Kellogg Graduate School of Management, Northwestern University, November, 1993.

``Swap Rates and Credit Quality -- Supplementary Results'' (with Ming Huang), containing technical material beyong that published in our 1996 article in The Journal of Finance , Working Paper, Graduate School of Business, Stanford University, March, 1995. (.ps file download) (.pdf file download),

``First-to-Default Valuation'', (.ps file download) (.pdf file download), Institut de Finance, University of Paris, Dauphine, and Graduate School of Business, Stanford University, May 10, 1998.

``Defaultable Term Structure Models with Fractional Recovery of Par,'' (.ps file download) (.pdf file download), Graduate School of Business, Stanford University, August 1, 1998.

``Simulating Correlated Defaults'' (.ps file download) (.pdf file download), (with Kenneth Singleton), Graduate School of Business, Stanford University, September, 1998.

``Risk and Valuation of Collateralized Debt Obligations,'' (the working-paper version, with additional details, of an article of the same title published in the Financial Analysts Journal , January-February 2001, co-authored with Nicolae Garleanu) (.ps file download) (.pdf file download), Graduate School of Business, Stanford University, April, 2000.

``The Exact Law of Large Numbers for Independent Random Matching,'' (.pdf file download), (with Yeneng Sun), Graduate School of Business, Stanford University, July, 2004.

``Measuring Default-Risk Premia from Default Swap Rates and EDFs'' (.pdf file download), (with Antje Berndt, Rohan Douglas, Mark Ferguson, and David Schranz), Graduate School of Business, Stanford University, November, 2005.

``Innovations in Credit Risk Transfer: Implications for Financial Stability'' , Graduate School of Business, Stanford University, June, 2007.

``Information Percolation'' (with Gaston Giroux and Gustavo Manso), Graduate School of Business, Stanford University, March, 2008.

``Information Percolation with Equilibrium Search Dynamics'' (with Semyon Malamud and Gustavo Manso), Graduate School of Business, Stanford University, May, 2008.

Competing for a Share of the Global Derivatives Market: Trends and Policy Choices for the United States (with Henry T.C. Hu), Working Paper, Graduate School of Business, Stanford University.