@article{lettau2008reconciling,
  title={Reconciling the return predictability evidence: The review of financial studies: Reconciling the return predictability evidence},
  author={Lettau, Martin and {Van Nieuwerburgh}, Stijn},
  journal={The Review of Financial Studies},
  volume={21},
  number={4},
  pages={1607--1652},
  year={2008},
  publisher={Oxford University Press}
}