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Related papers: Leverage Causes Fat Tails and Clustered Volatility

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Random walk models with log-normal outcomes fit local market observations remarkably well. Yet interconnected or recursive structures - layered derivatives, leveraged positions, iterative funding rounds - periodically produce power-law…

Mathematical Finance · Quantitative Finance 2026-01-06 Valerii Kremnev

We present extensive evidence that ``risk premium'' is strongly correlated with tail-risk skewness but very little with volatility. We introduce a new, intuitive definition of skewness and elicit an approximately linear relation between the…

General Finance · Quantitative Finance 2015-11-02 Y. Lempérière , C. Deremble , T. T. Nguyen , P. Seager , M. Potters , J. P. Bouchaud

We develop a finite horizon continuous time market model, where risk averse investors maximize utility from terminal wealth by dynamically investing in a risk-free money market account, a stock written on a default-free dividend process,…

Pricing of Securities · Quantitative Finance 2011-12-23 Agostino Capponi , Martin Larsson

We solve time-reversed stochastic inflation in the semi-infinite flat potential with a constant drift term and derive an exact expression for the probability distribution of the curvature fluctuations. It exhibits exponential decaying tails…

Cosmology and Nongalactic Astrophysics · Physics 2025-11-27 Baptiste Blachier , Christophe Ringeval

Short sales are regarded as negative purchases in textbook asset pricing theory. In reality, however, the symmetry between purchases and short sales is broken by a variety of costs and risks peculiar to the latter. We formulate an optimal…

Mathematical Finance · Quantitative Finance 2019-03-29 Kristoffer Glover , Hardy Hulley

While the investors' responses to price changes and their price forecasts are well accepted major factors contributing to large price fluctuations in financial markets, our study shows that investors' heterogeneous and dynamic risk aversion…

Physics and Society · Physics 2008-12-02 Baosheng Yuan , Kan Chen

We analyze the performance of RiskMetrics, a widely used methodology for measuring market risk. Based on the assumption of normally distributed returns, the RiskMetrics model completely ignores the presence of fat tails in the distribution…

Statistical Mechanics · Physics 2009-11-07 Szilard Pafka , Imre Kondor

This paper develops a unified framework that integrates behavioral distortions into rational portfolio optimization by extracting implied probability weighting functions (PWFs) from optimal portfolios modeled under Gaussian and…

General Economics · Economics 2025-07-08 Ayush Jha , Abootaleb Shirvani , Ali M. Jaffri , Svetlozar T. Rachev , Frank J. Fabozzi

This study utilised the dynamics of five time-varying models to estimate six essential features of financial return volatility that are relevant for robust risk management. These features include pronounced persistence, mean reversion,…

Applications · Statistics 2025-03-05 Richard T. A. Samuel , Charles Chimedza , Caston Sigauke

We revisit the index leverage effect, that can be decomposed into a volatility effect and a correlation effect. We investigate the latter using a matrix regression analysis, that we call `Principal Regression Analysis' (PRA) and for which…

Statistical Finance · Quantitative Finance 2013-01-29 Pierre-Alain Reigneron , Romain Allez , Jean-Philippe Bouchaud

We present a theory of option pricing and hedging, designed to address non-perfect arbitrage, market friction and the presence of `fat' tails. An implied volatility `smile' is predicted. We give precise estimates of the residual risk…

Condensed Matter · Physics 2016-08-31 Jean-Philippe Bouchaud , Giulia Iori , Didier Sornette

Stochastic portfolio theory aims at finding relative arbitrages, i.e. trading strategies which outperform the market with probability one. Functionally generated portfolios, which are deterministic functions of the market weights, are an…

Mathematical Finance · Quantitative Finance 2021-01-19 Patrick Mijatovic

The dynamic hedging theory only makes sense in the setup of one given model, whereas the practice of dynamic hedging is just the opposite, with models fleeing after the data through daily recalibration. This is quite of a quantitative…

Risk Management · Quantitative Finance 2026-01-06 Cyril Bénézet , Stéphane Crépey , Dounia Essaket

This paper investigates the so-called leakage effect of trading strategies generated functionally from rank-dependent portfolio generating functions. This effect measures the loss in wealth of trading strategies due to renewing the…

Portfolio Management · Quantitative Finance 2019-12-10 Kangjianan Xie

We apply a simple trading strategy for various time series of real and artificial stock prices to understand the origin of fractality observed in the resulting profit landscapes. The strategy contains only two parameters $p$ and $q$, and…

Statistical Finance · Quantitative Finance 2013-08-09 Il Gu Yi , Gabjin Oh , Beom Jun Kim

This paper develops a dynamic factor model in which common level and volatility factors evolve jointly, allowing conditional means and variances to interact endogenously within a large-information setting. The joint evolution of these…

Econometrics · Economics 2026-04-07 Haroon Mumtaz , Sofia Velasco

We examine random variables in the power law/regularly varying class with stochastic tail exponent, the exponent $\alpha$ having its own distribution. We show the effect of stochasticity of $\alpha$ on the expectation and higher moments of…

Statistical Finance · Quantitative Finance 2017-04-06 Nassim Nicholas Taleb

The optimization of large portfolios displays an inherent instability to estimation error. This poses a fundamental problem, because solutions that are not stable under sample fluctuations may look optimal for a given sample, but are, in…

Portfolio Management · Quantitative Finance 2015-05-14 Susanne Still , Imre Kondor

``Self-Organised Criticality'' (SOC) is the mechanism by which complex systems spontaneously settle close to a *critical point*, at the edge between stability and chaos, and characterized by fat-tailed fluctuations and long-memory…

General Finance · Quantitative Finance 2024-09-09 Jean-Philippe Bouchaud

Based on a criterion of mathematical simplicity and consistency with empirical market data, a stochastic volatility model has been obtained with the volatility process driven by fractional noise. Depending on whether the stochasticity…

Statistical Finance · Quantitative Finance 2015-06-05 R. Vilela Mendes , M. J. Oliveira , A. M. Rodrigues