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Classic no-trade theorems attribute trade to heterogeneous beliefs. We re-examine this conclusion for AI agents, asking if trade can arise from computational limitations, under common beliefs. We model agents' bounded computational…

Computer Science and Game Theory · Computer Science 2025-12-23 Hanyu Li , Xiaotie Deng

Recent discussion in the public sphere about algorithmic classification has involved tension between competing notions of what it means for a probabilistic classification to be fair to different groups. We formalize three fairness…

Machine Learning · Computer Science 2016-11-18 Jon Kleinberg , Sendhil Mullainathan , Manish Raghavan

This paper studies learning in markets with aggregate uncertainty about whether trade is efficient. A long-lived seller offers prices to buyers, who are short-lived and arrive according to a Poisson process. A hidden state determines…

Theoretical Economics · Economics 2026-01-14 Justus Preusser

We consider a market of risky financial assets whose participants are an informed trader, a representative uninformed trader, and noisy liquidity providers. We prove the existence of a market-clearing equilibrium when the insider…

Trading and Market Microstructure · Quantitative Finance 2025-04-02 Michail Anthropelos , Scott Robertson

In future, information may become one of the most important assets in economy. However, unlike common goods (e.g. clothing), information is troublesome in trading since the information commodities are \emph{vulnerable}, as they lose their…

Computer Science and Game Theory · Computer Science 2019-03-19 Yuqing Kong , Yiping Ma , Yifan Wu

We prove the Fundamental Theorem of Asset Pricing for a discrete time financial market where trading is subject to proportional transaction cost and the asset price dynamic is modeled by a family of probability measures, possibly…

Probability · Mathematics 2015-09-01 Erhan Bayraktar , Yuchong Zhang

Bilateral trade is one of the most natural and important forms of economic interaction: A seller has a single, indivisible item for sale, and a buyer is potentially interested. The two parties typically have different, privately known…

Computer Science and Game Theory · Computer Science 2023-12-20 Yixuan Even Xu , Hanrui Zhang , Vincent Conitzer

Before a person can be prosecuted and convicted for insider trading, he must first execute the overt act of trading. If no sale of security is consummated, no crime is also consummated. However, through a complex and insidious combination…

General Finance · Quantitative Finance 2018-05-17 Russell Stanley Q. Geronimo

We present an empirical argument against the existence of single timeline backward time travel using the price behavior of prediction markets. If rational agents could travel backward in time, binary prediction contracts would converge to…

Popular Physics · Physics 2026-03-19 David Awad

We consider portfolio selection under nonparametric $\alpha$-maxmin ambiguity in the neighbourhood of a reference distribution. We show strict concavity of the portfolio problem under ambiguity aversion. Implied demand functions are…

General Economics · Economics 2022-06-22 Michail Anthropelos , Paul Schneider

A recent line of work in mechanism design has focused on guaranteeing incentive compatibility for agents without contingent reasoning skills: obviously strategyproof mechanisms guarantee that it is "obvious" for these imperfectly rational…

Computer Science and Game Theory · Computer Science 2023-12-14 Thomas Archbold , Bart de Keijzer , Carmine Ventre

We study the range of prices at which a rational agent should contemplate transacting a financial contract outside a given securities market. Trading is subject to nonproportional transaction costs and portfolio constraints and full…

Mathematical Finance · Quantitative Finance 2022-04-08 Maria Arduca , Cosimo Munari

We consider a financial market in which traders potentially face restrictions in trading some of the available securities. Traders are heterogeneous with respect to their beliefs and risk profiles, and the market is assumed thin: traders…

Economics · Quantitative Finance 2023-12-06 Michail Anthropelos , Constantinos Kardaras

We study strategic interactions in a broker-mediated market in which agents learn and exploit each other's private information. A broker provides liquidity to an informed trader and to noise traders while managing inventory in a lit market.…

Trading and Market Microstructure · Quantitative Finance 2026-01-21 Alif Aqsha , Fayçal Drissi , Leandro Sánchez-Betancourt

Two agents trade an item in a simultaneous offer setting, where the exchange takes place if and only if the buyer's bid price weakly exceeds the seller's ask price. Each agent is randomly assigned the buyer or seller role. Both agents are…

Theoretical Economics · Economics 2025-05-29 José Ignacio Rivero-Wildemauwe

We introduce a formal framework for analyzing trades in financial markets. These days, all big exchanges use computer algorithms to match buy and sell requests and these algorithms must abide by certain regulatory guidelines. For example,…

Logic in Computer Science · Computer Science 2020-07-22 Suneel Sarswat , Abhishek Kr Singh

We study the role of contextual information in the online learning problem of brokerage between traders. In this sequential problem, at each time step, two traders arrive with secret valuations about an asset they wish to trade. The learner…

Computational Finance · Quantitative Finance 2026-02-20 François Bachoc , Tommaso Cesari , Roberto Colomboni

The paper considers trading with proportional transaction costs. We give a necessary and sufficient condition for A, the cone of claims attainable from zero endowment, to be closed, and show, in general, how to represent its closure in such…

Probability · Mathematics 2008-12-10 Saul Jacka , Abdelkarem Berkaoui , Jon Warren

The trade-off of secrecy is the difficulty of verification. This trade-off means that contracts must be kept private, yet their compliance needs to be verified, which we call the secrecy-verifiability paradox. However, the existing smart…

Cryptography and Security · Computer Science 2022-12-06 Ha-Thanh Nguyen

This paper examines strategic trading under incomplete information, where firms lack full knowledge of key aspects of their competitors' trading strategies such as target sizes and market impact models. We extend previous work on…

Trading and Market Microstructure · Quantitative Finance 2025-03-25 Neil A. Chriss
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