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Following the approach of standard filtering theory, we analyse investor-valuation of firms, when these are modelled as geometric-Brownian state processes that are privately and partially observed, at random (Poisson) times, by agents.…

Mathematical Finance · Quantitative Finance 2016-06-14 Miles B. Gietzmann , Adam J. Ostaszewski

Understanding how market participants react to shocks like scheduled macroeconomic news is crucial for both traders and policymakers. We develop a calibrated data generation process DGP that embeds four stylized trader archetypes retail,…

General Economics · Economics 2025-08-22 Haochuan Wang

This paper presents a continuous-time model of intraday trading, pricing, and liquidity with dynamic TWAP and VWAP benchmarks. The model is solved in closed-form for the competitive equilibrium and also for non-price-taking equilibria. The…

Mathematical Finance · Quantitative Finance 2020-03-31 Jin Hyuk Choi , Kasper Larsen , Duane J. Seppi

The paper proposes a class of financial market models which are based on inhomogeneous telegraph processes and jump diffusions with alternating volatilities. It is assumed that the jumps occur when the tendencies and volatilities are…

Pricing of Securities · Quantitative Finance 2008-12-04 Nikita Ratanov

This paper investigates a financial market where returns depend on an unobservable Gaussian drift process. While the observation of returns yields information about the underlying drift, we also incorporate discrete-time expert opinions as…

Portfolio Management · Quantitative Finance 2021-11-04 Jörn Sass , Dorothee Westphal , Ralf Wunderlich

Applying any strategy requires some knowledge about the past state of the system. Unfortunately in the case of economy collecting information is a difficult, expensive and time consuming process. Therefore the information about the system…

Data Analysis, Statistics and Probability · Physics 2012-09-25 Janusz Miskiewicz , Marcel Ausloos

The background for the general mathematical link between utility and information theory investigated in this paper is a simple financial market model with two kinds of small traders: less informed traders and insiders, whose extra…

Probability · Mathematics 2008-12-10 Stefan Ankirchner , Steffen Dereich , Peter Imkeller

Costly pre-play messages can deter unnecessary wars - but the same messages can also entrench stalemates once violence begins. We develop an overlapping-generations model of a security dilemma with persistent group types (normal vs bad),…

Theoretical Economics · Economics 2025-11-18 Andrei Gyarmathy , Georgy Lukyanov

We consider a stochastic game between three types of players: an inside trader, noise traders and a market maker. In a similar fashion to Kyle's model, we assume that the insider first chooses the size of her market-order and then the…

Trading and Market Microstructure · Quantitative Finance 2021-03-09 Charles-Albert Lehalle , Eyal Neuman , Segev Shlomov

This paper studies how the possibility of strategic misreporting shapes endogenous communication networks. Agents observe noisy private signals about a common state, form costly communication links, exchange private messages with their…

Theoretical Economics · Economics 2026-05-08 Paolo Pin

A methodology is developed to identify, as units of study, each decrease in the value of a stock from a given maximum price level. A critical level in the amount of price declines is found to separate a segment operating under a random walk…

Statistical Finance · Quantitative Finance 2017-03-28 Leopoldo Sánchez-Cantú , Carlos Arturo Soto-Campos , Andriy Kryvko

Kyle (1985) builds a pioneering and influential model, in which an insider with long-lived private information submits an optimal order in each period given the market maker's pricing rule. An inconsistency exists to some extent in the…

Trading and Market Microstructure · Quantitative Finance 2010-12-13 Fuzhou Gong , Deqing Zhou

We study partial information Nash equilibrium between a broker and an informed trader. In this setting, the informed trader, who possesses knowledge of a trading signal, trades multiple assets with the broker in a dealer market.…

Mathematical Finance · Quantitative Finance 2025-04-03 Xuchen Wu , Sebastian Jaimungal

We study a dynamic asset pricing problem in which a representative agent is ambiguous about the aggregate endowment growth rate and trades a risky stock, human capital, and a risk-free asset to maximize her preference value of consumption…

Pricing of Securities · Quantitative Finance 2025-12-04 Jiacheng Fan , Xue Dong He , Ruocheng Wu

We study a dynamic labor market in which a risk-averse worker with career concerns chooses each period between self-employment, which generates publicly observed binary output, and employment at a firm, which pays a flat wage but keeps…

Theoretical Economics · Economics 2025-11-25 Georgy Lukyanov , Konstantin Popov , Shubh Lashkery

We consider an Ito-financial market at which the risky assets' returns are derived endogenously through a market-clearing condition amongst heterogeneous risk-averse investors with quadratic preferences and random endowments. Investors act…

Mathematical Finance · Quantitative Finance 2024-05-24 Michail Anthropelos , Constantinos Stefanakis

We consider an investor faced with the utility maximization problem in which the risky asset price process has pure-jump dynamics affected by an unobservable continuous-time finite-state Markov chain, the intensity of which can also be…

Mathematical Finance · Quantitative Finance 2017-06-13 Sühan Altay , Katia Colaneri , Zehra Eksi

We present an experimental and simulated model of a multi-agent stock market driven by a double auction order matching mechanism. Studying the effect of cumulative information on the performance of traders, we find a non monotonic…

Physics and Society · Physics 2009-11-13 Bence Toth , Enrico Scalas , Juergen Huber , Michael Kirchler

We note a simple mechanism that may at least partially resolve several outstanding economic puzzles, including why the cyclically adjusted price to earnings ratio of the S&P 500 index has been oddly high for the past two decades, why gains…

Economics · Quantitative Finance 2018-02-14 Bruce Knuteson

Identifying the origin of nonequilibrium characteristics in a generic interacting system having multiple degrees of freedom is a challenging task. In this context, information theoretic measures such as mutual information and related…

Statistical Mechanics · Physics 2025-07-24 Biswajit Das , Sreekanth K Manikandan , Ayan Banerjee