Here is a link to an ungated copy of the paper mentioned in the article: http://www.frbsf.org/economic-research/events/2013/november/asia-economic-policy-confer

Here is a link to an ungated copy of the paper mentioned in the article: http://www.frbsf.org/economic-research/events/2013/november/asia-economic-policy-conference/program/files/Asiaphoria-Meet-Regression-to-the-Mean.pdf http://www.frbsf.org/economic-research/events/2013/november/... (The story itself should still point to the qz.com link, however, since that is more relevant for most readers).