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es, Oxford: Oxford University Press, 2007, ch 3. HOUSE_OVERSIGHT_019401 --- PAGE BREAK --- Geanakoplos, John, “The Leverage Cycle,” forthcoming in NBER Macroeconomics Annual 2009, Daron Acemoglu, Kenneth Rogoff, and Michael Woodford (eds), April 10, 2009. Bolton, Patrick, Tony Santos and Jose Scheinkman, “Inside an
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