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This paper explores the dynamics of learning in a multi-sector general equilibrium model where firms operate under incomplete information about their production returns to scale. Firms iteratively update their beliefs using maximum…

Computer Science and Game Theory · Computer Science 2025-12-09 Stefano Nasini , Rabia Nessah , Bertrand Wigniolle

We investigate the spatial and temporal structures of four financial markets in Greater China. In particular, we uncover different characteristics of the four markets by analyzing the sector and subsector structures which are detected…

Statistical Finance · Quantitative Finance 2014-04-24 F. Y. Ouyang , B. Zheng , X. F. Jiang

There are non-vanishing price responses across different stocks in correlated financial markets. We further study this issue by performing different averages, which identify active and passive cross-responses. The two average…

Statistical Finance · Quantitative Finance 2016-09-26 Shanshan Wang , Rudi Schäfer , Thomas Guhr

Stock selection attempts to rank a list of stocks for optimizing investment decision making, aiming at minimizing investment risks while maximizing profit returns. Recently, researchers have developed various (recurrent) neural…

Statistical Finance · Quantitative Finance 2022-10-31 Qiang Gao , Xinzhu Zhou , Kunpeng Zhang , Li Huang , Siyuan Liu , Fan Zhou

We use multi-class machine learning classifiers to identify the stocks that outperform or underperform other stocks. The resulting long-short portfolios achieve annual Sharpe ratios of 1.67 (value-weighted) and 3.35 (equal-weighted), with…

General Finance · Quantitative Finance 2025-07-24 Yang Bai , Kuntara Pukthuanthong

Despite the efficient market hypothesis, many studies suggest the existence of inefficiencies in the stock market leading to the development of techniques to gain above-market returns. Systematic trading has undergone significant advances…

Statistical Finance · Quantitative Finance 2024-04-09 Sungwoo Kang , Jong-Kook Kim

The gain-loss asymmetry, observed in the inverse statistics of stock indices is present for logarithmic return levels that are over $2\%$, and it is the result of the non-Pearson type auto-correlations in the index. These non-Pearson type…

Statistical Finance · Quantitative Finance 2016-08-24 Bulcsú Sándor , Ingve Simonsen , Bálint Zsolt Nagy , Zoltán Néda

We investigated distributions of short term price trends for high frequency stock market data. A number of trends as a function of their lengths was measured. We found that such a distribution does not fit to results following from an…

Physics and Society · Physics 2009-11-13 Paweł Sieczka , Janusz A. Hołyst

We consider the problem of neural network training in a time-varying context. Machine learning algorithms have excelled in problems that do not change over time. However, problems encountered in financial markets are often time-varying. We…

Computational Finance · Quantitative Finance 2021-01-25 Steven Y. K. Wong , Jennifer Chan , Lamiae Azizi , Richard Y. D. Xu

We study an optimal consumption and investment problem in a possibly incomplete market with general, not necessarily convex, stochastic constraints. We give explicit solutions for investors with exponential, logarithmic and power utility.…

Portfolio Management · Quantitative Finance 2010-12-07 Patrick Cheridito , Ying Hu

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

With the volatile and complex nature of financial data influenced by external factors, forecasting the stock market is challenging. Traditional models such as ARIMA and GARCH perform well with linear data but struggle with non-linear…

Machine Learning · Computer Science 2025-01-30 Prashant Pilla , Raji Mekonen

We consider a simple binary market model containing $N$ competitive agents. The novel feature of our model is that it incorporates the tendency shown by traders to look for patterns in past price movements over multiple time scales, i.e.…

Physics and Society · Physics 2009-11-11 Kurt E. Mitman , Sehyo Charley Choe , Neil F. Johnson

We develop a simple stock selection model to explain why active equity managers tend to underperform a benchmark index. We motivate our model with the empirical observation that the best performing stocks in a broad market index often…

Portfolio Management · Quantitative Finance 2018-01-16 J. B. Heaton , N. G. Polson , J. H. Witte

Robotic manipulation often requires memory: occlusion and state changes can make decision-time observations perceptually aliased, making action selection non-Markovian at the observation level because the same observation may arise from…

Robotics · Computer Science 2026-03-26 Xinying Guo , Chenxi Jiang , Hyun Bin Kim , Ying Sun , Yang Xiao , Yuhang Han , Jianfei Yang

Strategy evaluation schemes are a crucial factor in any agent-based market model, as they determine the agents' strategy preferences and consequently their behavioral pattern. This study investigates how the strategy evaluation schemes…

Portfolio Management · Quantitative Finance 2010-08-24 Yongjoo Baek , Sang Hoon Lee , Hawoong Jeong

Recent years have witnessed the successful marriage of finance innovations and AI techniques in various finance applications including quantitative trading (QT). Despite great research efforts devoted to leveraging deep learning (DL)…

Trading and Market Microstructure · Quantitative Finance 2019-08-08 Jingyuan Wang , Yang Zhang , Ke Tang , Junjie Wu , Zhang Xiong

We design a prediction market to recover a complete and fully general probability distribution over a random variable. Traders buy and sell interval securities that pay \$1 if the outcome falls into an interval and \$0 otherwise. Our market…

Computer Science and Game Theory · Computer Science 2021-02-17 Miroslav Dudík , Xintong Wang , David M. Pennock , David M. Rothschild

We present a nonlinear stochastic differential equation (SDE) which mimics the probability density function (PDF) of the return and the power spectrum of the absolute return in financial markets. Absolute return as a measure of market…

Statistical Finance · Quantitative Finance 2009-10-05 V. Gontis , J. Ruseckas , A. Kononovicius

Reinforcement learning is a machine learning approach concerned with solving dynamic optimization problems in an almost model-free way by maximizing a reward function in state and action spaces. This property makes it an exciting area of…

Portfolio Management · Quantitative Finance 2020-10-12 Miquel Noguer i Alonso , Sonam Srivastava
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