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Game theory has been developed by scientists as a theory of strategic interaction among players who are supposed to be perfectly rational. These strategic interactions might have been presented in an auction, a business negotiation, a chess…

Computer Science and Game Theory · Computer Science 2020-04-07 Medet Kanmaz , Elif Surer

Agents often have individual goals which depend on a group's actions. If agents trust a forecast of collective action and adapt strategically, such prediction can influence outcomes non-trivially, resulting in a form of performative…

Machine Learning · Computer Science 2025-02-18 António Góis , Mehrnaz Mofakhami , Fernando P. Santos , Gauthier Gidel , Simon Lacoste-Julien

Scoring rules measure the deviation between a probabilistic forecast and reality. Strictly proper scoring rules have the property that for any forecast, the mathematical expectation of the score of a forecast p by the lights of p is…

Probability · Mathematics 2022-09-28 Alexander R. Pruss

Simultaneous reproduction of all financial stylized facts is so difficult that most existing stochastic process-based and agent-based models are unable to achieve the goal. In this study, by extending the decision-making structure of…

Statistical Finance · Quantitative Finance 2019-05-22 Kei Katahira , Yu Chen , Gaku Hashimoto , Hiroshi Okuda

Prediction problems in finance go beyond estimating the unknown parameters of a model (e.g. of expected returns). This is because such a model would have to include parameters governing the market participants' propensity to change their…

General Finance · Quantitative Finance 2019-08-20 Matthias Feiler , Thibaut Ajdler

In this paper, we study belief elicitation about an uncertain future event, where the reports will affect a principal's decision. We study two problems that can arise in this setting: (1) Agents may have an interest in the outcome of the…

Computer Science and Game Theory · Computer Science 2023-03-01 Manuel Wuthrich , Mark York , David C. Parkes

Scoring rules for eliciting expert predictions of random variables are usually developed assuming that experts derive utility only from the quality of their predictions (e.g., score awarded by the rule, or payoff in a prediction market). We…

Computer Science and Game Theory · Computer Science 2011-06-14 Craig Boutilier

We propose an agent-based model of collective opinion formation to study the wisdom of crowds under social influence. The opinion of an agent is a continuous positive value, denoting its subjective answer to a factual question. The wisdom…

Physics and Society · Physics 2020-08-25 Pavlin Mavrodiev , Frank Schweitzer

When ML algorithms are deployed to automate human-related decisions, human agents may learn the underlying decision policies and adapt their behavior. Strategic Classification (SC) has emerged as a framework for studying this interaction…

Machine Learning · Computer Science 2025-09-29 Tian Xie , Pavan Rauch , Xueru Zhang

We explore the striking mathematical connections that exist between market scoring rules, cost function based prediction markets, and no-regret learning. We show that any cost function based prediction market can be interpreted as an…

Artificial Intelligence · Computer Science 2010-03-02 Yiling Chen , Jennifer Wortman Vaughan

This paper proposes Competing Mechanism Games Played Through Agent (CMGPTA), an extension of the GPTA (Prat and Rustichini (2003)), where a Principal can offer any arbitrary mechanism that specifies a transfer schedule for each agent…

Theoretical Economics · Economics 2025-06-26 Seungjin Han , Andrew Leal

We introduce TimeSeek, a benchmark for studying how the reliability of agentic LLM forecasters changes over a prediction market's lifecycle. We evaluate 10 frontier models on 150 CFTC-regulated Kalshi binary markets at five temporal…

Artificial Intelligence · Computer Science 2026-04-07 Hamza Mostafa , Om Shastri , Dennis Lee

When a machine learning model is deployed, its predictions can alter its environment, as better informed agents strategize to suit their own interests. With such alterations in mind, existing approaches to uncertainty quantification break.…

Machine Learning · Statistics 2024-11-05 Daniel Csillag , Claudio José Struchiner , Guilherme Tegoni Goedert

We point out some major drawbacks in random trading market models and propose a realistic modification which overcomes such drawbacks through `sensible trading'. We apply such trading policy in different situations: a) Agents with zero…

Physics and Society · Physics 2007-05-23 Srutarshi Pradhan

This paper is intended to explain, in simple terms, some of the mechanisms and agents common to multiagent financial market simulations. We first discuss the necessity to include an exogenous price time series ("the fundamental value") for…

Multiagent Systems · Computer Science 2019-09-26 David Byrd

For product rating environments, similar to that of Amazon Reviews, it has been shown that the truthful elicitation of feedback is possible through mechanisms which pay buyer reports contingent on the reports of other buyers. We study…

Computer Science and Game Theory · Computer Science 2012-03-19 Jens Witkowski

We use the fertile ground of betting markets to study the anticipation of major news in financial markets. While there is a considerable body of literature on the accuracy and efficiency of betting markets after important in-match events,…

General Economics · Economics 2025-05-28 David Winkelmann , Christian Deutscher

In this paper we seek to demonstrate the predictability of stock market returns and explain the nature of this return predictability. To this end, we introduce investors with different investment horizons into the news-driven, analytic,…

General Finance · Quantitative Finance 2016-03-30 Dimitri Kroujiline , Maxim Gusev , Dmitry Ushanov , Sergey V. Sharov , Boris Govorkov

Strategy Logic (SL) is a very expressive logic for specifying and verifying properties of multi-agent systems: in SL, one can quantify over strategies, assign them to agents, and express properties of the resulting plays. Such a powerful…

Logic in Computer Science · Computer Science 2017-08-22 Patrick Gardy , Patricia Bouyer , Nicolas Markey

As AI agents increasingly act on behalf of human stakeholders in economic settings, understanding their behavior in complex market environments becomes critical. This article examines how Large Language Models coordinate on markets that are…

General Economics · Economics 2026-03-11 Alexander Erlei , Lukas Meub