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How Much Should We Trust Instrumental Variable Estimates in Political Science? Practical Advice Based on Over 60 Replicated Studies

Apoorva Lal, Mac Lockhart, Yiqing Xu, Ziwen Zu

arXiv 20 Mar 2023 · Econometrics · 26 citations (OpenAlex)

arXiv:2303.11399 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Instrumental variable (IV) strategies are widely used in political science to establish causal relationships. However, the identifying assumptions required by an IV design are demanding, and it remains challenging for researchers to assess their validity. In this paper, we replicate 67 papers published in three top journals in political science during 2010-2022 and identify several troubling patterns. First, researchers often overestimate the strength of their IVs due to non-i.i.d. errors, such as a clustering structure. Second, the most commonly used t-test for the two-stage-least-squares (2SLS) estimates often severely underestimates uncertainty. Using more robust inferential methods, we find that around 19-30% of the 2SLS estimates in our sample are underpowered. Third, in the majority of the replicated studies, the 2SLS estimates are much larger than the ordinary-least-squares estimates, and their ratio is negatively correlated with the strength of the IVs in studies where the IVs are not experimentally generated, suggesting potential violations of unconfoundedness or the exclusion restriction. To help researchers avoid these pitfalls, we provide a checklist for better practice.

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Young, Alwyn (2022) Consistency without Inference: Instrumental Variables in Practical Application0.87472100%
2Lee, David S, McCrary, Justin, Moreira, Marcelo J, Porter, Jack (2022) Valid t-ratio Inference for IV0.87452100%
3Sovey, Allison J, Green, Donald P (2011) Instrumental Variables Estimation in Political Science: A Readers' Guide0.87452100%
4Olea, Carolin (2013) A Robust Test for Weak Instruments0.73732100%
5Felton, Chris, Stewart, Brandon M (2022) Handle with Care: A Sociologist's Guide to Causal Inference with Instrumental Variables0.64422100%
6Andrews, Isaiah, Stock, James H., Sun, Liyang (2019) Weak Instruments in Instrumental Variables Regression: Theory and Practice0.64422100%
7Cinelli, Carlos, Hazlett, Chad (2022) An Omitted Variable Bias Framework for Sensitivity Analysis of Instrumental Variables0.64422100%
8Jiang, Wei (2017) Have Instrumental Variables Brought Us Closer to the Truth0.64422100%
9Mellon, Jonathan (2023) Rain, Rain, Go Away: 195 Potential Exclusion-restriction Violations for Studies using Weather as an Instrumental Variable0.64422100%
10Staiger, Douglas, Stock, James H (1997) Instrumental Variables Regression with Weak Instruments0.51121100%

Showing the top 10 of 66 scored citations.

Cited by, within the corpus

arXiv econ.EM papers that cite this one, ranked by how heavily they lean on it.

Citing paperIntensityMentionsSections
1Resistant Inference in Instrumental Variable Models0.40511