Economic theory, firms and competition

Ownership of big US firms had split from control, which passed to managers.

The founding of game theory: expected utility and strategy among interacting players.

The economics of regulated industries, from pricing at marginal cost to competition.

Antitrust should rest on the economics of efficiency, not on protecting competitors.

Why firms exist: transaction costs decide when to own rather than contract.

Game theory without maths: look forward, reason back, and make threats credible.

The economic criteria for setting regulated utility rates.

Antitrust law should pursue one goal, consumer welfare, and drop the rest.

How firms are organised, using agency, contracts and transaction-cost economics.

Papers showing positive feedback and lock-in govern parts of the economy.

Game theory without maths, with new examples: commitment, signals, bargaining.

A practical guide to causal inference: regression, instruments, differences.

Game theory applied to business, which is cooperative and competitive at once.

Payments economics: interchange, closed loops and why Amex's model differs.

A defence of American business on fraud, CEO pay, monopoly and tech, issue by issue.

Concentration traced sector by sector through its effects on customers.

The academic case that repurchases hollow out corporate investment.

How intermediaries capture creative-work rents; the bear case for creators.

How large corporations run by a technostructure of experts plan rather than compete.

His doctoral work, published by Harvard University Press

What each econometric technique is for, what it assumes and what goes wrong.

Common knowledge and coordination; why rituals and advertising work

The economy as a complex evolving system rather than one in equilibrium.

How antitrust shrank to a consumer price test, and the case for breaking up giants.

A political history of American monopoly and of the tradition that fought it.

An institutionalist study of American business firms and labour organisations.