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Related papers: Comment on 'Asset Bubbles and Overlapping Generati…

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We revisit the classic paper of Tirole "Asset Bubbles and Overlapping Generations" (1985, Econometrica), which shows that the emergence of asset bubbles solves the capital over-accumulation problem. While Tirole's main insight holds with…

Theoretical Economics · Economics 2026-01-29 Ngoc-Sang Pham , Alexis Akira Toda

We study an overlapping generations (OLG) exchange economy with an asset that yields dividends. First, we derive general conditions, based on exogenous parameters, that give rise to three distinct scenarios: (1) only bubbleless equilibria…

Computational Finance · Quantitative Finance 2025-09-03 Stefano Bosi , Cuong Le Van , Ngoc-Sang Pham

Asset price bubbles are situations where asset prices exceed the fundamental values defined by the present value of dividends. This paper presents a conceptually new perspective: the necessity of bubbles. We establish the Bubble Necessity…

Theoretical Economics · Economics 2024-08-12 Tomohiro Hirano , Alexis Akira Toda

Rational pure bubble models feature multiple (and often a continuum of) equilibria, which makes model predictions and policy analyses non-robust. We show that when the interest rate in the fundamental equilibrium is below the economic…

Theoretical Economics · Economics 2024-10-28 Tomohiro Hirano , Alexis Akira Toda

This paper provides a detailed analysis of the local determinacy of monetary and non-monetary steady states in Tirole (1985)'s classical two-period overlapping generations model with capital and production. We show that the sufficient…

Theoretical Economics · Economics 2024-05-14 Tomohiro Hirano , Alexis Akira Toda

This article provides a self-contained overview of the theory of rational asset price bubbles. We cover topics from basic definitions, properties, and classical results to frontier research, with an emphasis on bubbles attached to real…

General Economics · Economics 2024-02-05 Tomohiro Hirano , Alexis Akira Toda

A well-known feature of overlapping generations economies is that the First Welfare Theorem fails and equilibrium may be inefficient. The Cass (1972) criterion furnishes a necessary and sufficient condition for efficiency, but it does not…

Theoretical Economics · Economics 2026-05-15 Leandro Lyra Braga Dognini

A rational bubble is a situation in which the asset price exceeds its fundamental value defined by the present discounted value of dividends in a rational equilibrium model. We discuss the recent development of the theory of rational…

Theoretical Economics · Economics 2025-09-03 Tomohiro Hirano , Alexis Akira Toda

The bubble is a controversial and important issue. Many methods which based on the rational expectation have been proposed to detect the bubble. However, for some developing countries, epically China, the asset markets are so young that for…

Statistical Finance · Quantitative Finance 2016-10-25 Shu-Peng Chen , Ling-Yun He

We analyze how equilibrium housing prices are determined in the process of economic development within an overlapping generations model with perfect housing and rental markets. We characterize the rent growth rate in all equilibria. The…

Theoretical Economics · Economics 2025-05-09 Tomohiro Hirano , Alexis Akira Toda

In the context of a large class of stochastic processes used to describe the dynamics of wealth growth, we prove a set of inequalities establishing necessary and sufficient conditions in order to avoid infinite wealth concentration. These…

Theoretical Economics · Economics 2023-03-02 Valerio Astuti

Considering a simple economy, we derive a new Hamilton-Jacobi equation which is satisfied by the value of a ''bubble'' asset. We then show, by providing a rigorous mathematical analysis of this equation, that a unique non-zero stable…

Analysis of PDEs · Mathematics 2025-05-22 Charles Bertucci , Jean-Michel Lasry , Pierre Louis Lions

We extend the model of rational bubbles of Blanchard and of Blanchard and Watson to arbitrary dimensions d: a number d of market time series are made linearly interdependent via d times d stochastic coupling coefficients. We first show that…

Statistical Mechanics · Physics 2008-12-02 Y. Malevergne , D. Sornette

We study asset price bubbles in market models with proportional transaction costs $\lambda\in (0,1)$ and finite time horizon $T$ in the setting of [49]. By following [28], we define the fundamental value $F$ of a risky asset $S$ as the…

Mathematical Finance · Quantitative Finance 2020-12-09 Francesca Biagini , Thomas Reitsam

In this study, we investigate asset price bubbles in a discrete-time, discrete-state market under model uncertainty and short sales prohibitions. Building on a new fundamental theorem of asset pricing and a superhedging duality in this…

Mathematical Finance · Quantitative Finance 2025-12-25 Wenqing Zhang

We study and generalize in various ways the model of rational expectation (RE) bubbles introduced by Blanchard and Watson in the economic literature. First, bubbles are argued to be the equivalent of Goldstone modes of the fundamental…

Statistical Mechanics · Physics 2009-11-07 D. Sornette , Y. Malevergne

Episodes of market crashes have fascinated economists for centuries. Although many academics, practitioners and policy makers have studied questions related to collapsing asset price bubbles, there is little consensus yet about their causes…

Risk Management · Quantitative Finance 2008-12-15 T. Kaizoji , D. Sornette

We introduce a simple generalization of rational bubble models which removes the fundamental problem discovered by [Lux and Sornette, 1999] that the distribution of returns is a power law with exponent less than 1, in contradiction with…

Statistical Mechanics · Physics 2009-10-31 D. Sornette

We present a dynamical theory of asset price bubbles that exhibits the appearance of bubbles and their subsequent crashes. We show that when speculative trends dominate over fundamental beliefs, bubbles form, leading to the growth of asset…

adap-org · Physics 2008-02-03 Michael Youssefmir , Bernardo Huberman , Tad Hogg

I give a general formulation of the constraints on models of inflation ended by a first order phase transition arising from the requirement that they do not produce too many large (observable) true vacuum voids -- the `big bubble problem'.…

Astrophysics · Physics 2009-10-22 David Wands
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