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Related papers: Does the Market Anticipate? Can it? Should it?

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We consider an arbitrage-free, discrete time and frictionless market. We prove that an investor maximising the expected utility of her terminal wealth can always find an optimal investment strategy provided that her dissatisfaction of…

Portfolio Management · Quantitative Finance 2014-09-09 Miklos Rasonyi

Modern mainstream financial theory is underpinned by the efficient market hypothesis, which posits the rapid incorporation of relevant information into asset pricing. Limited prior studies in the operational research literature have…

Applications · Statistics 2023-09-07 Ben Moews

An agent acquires a costly flexible signal before making a decision. We explore to what degree knowledge of the agent's information costs helps predict her behavior. We establish an impossibility result: learning costs alone generate no…

Theoretical Economics · Economics 2023-04-05 Elliot Lipnowski , Doron Ravid

A well-intentioned principal provides information to a rationally inattentive agent without internalizing the agent's cost of processing information. Whatever information the principal makes available, the agent may choose to ignore some.…

Theoretical Economics · Economics 2022-03-04 Elliot Lipnowski , Laurent Mathevet , Dong Wei

We examine weak anticipations in discrete-time and continuous-time financial markets consisting of one risk-free asset and multiple risky assets, defining a minimal probability measure associated with the anticipation that does not depend…

Probability · Mathematics 2022-05-12 Geoff Lindsell

This paper studies the equilibrium pricing of asset shares in the presence of dynamic private information. The market consists of a risk-neutral informed agent who observes the firm value, noise traders, and competitive market makers who…

Mathematical Finance · Quantitative Finance 2016-07-04 Albina Danilova

When an investor is faced with the option to purchase additional information regarding an asset price, how much should she pay? To address this question, we solve for the indifference price of information in a setting where a trader…

Mathematical Finance · Quantitative Finance 2024-03-08 Sebastian Jaimungal , Xiaofei Shi

Society as a whole faces a host of economic tradeoffs, many of which emerge around economic policies. An example of tradeoffs that any society faces in many economic realms is the tradeoff between economic efficiency and income equality…

General Economics · Economics 2025-12-23 Ali Zeytoon-Nejad

This work proposes a conformal approach for energy storage arbitrage to control the downside risk arising from imperfect price forecasts. Energy storage arbitrage relies solely on predictions of future market prices, while inaccurate price…

Systems and Control · Electrical Eng. & Systems 2025-12-10 Yiqian Wu , Ming Yi , Bolun Xu , James Anderson

"Fundamental theorem of asset pricing" roughly states that absence of arbitrage opportunity in a market is equivalent to the existence of a risk-neutral probability. We give a simple counterexample to this oversimplified statement. Prices…

Pricing of Securities · Quantitative Finance 2013-10-07 Louis Paulot

Reasoning about uncertainty is vital in many real-life autonomous systems. However, current state-of-the-art planning algorithms cannot either reason about uncertainty explicitly, or do so with a high computational burden. Here, we focus on…

Artificial Intelligence · Computer Science 2022-01-31 Moran Barenboim , Vadim Indelman

The binary information collects all those events that may or may not occur. With this kind of variables, a large amount of information can be captured, in particular, about financial assets and their future trends. In our paper, we assume…

Probability · Mathematics 2021-11-03 Bernardo D'Auria , José A. Salmerón

In performative prediction, predictions guide decision-making and hence can influence the distribution of future data. To date, work on performative prediction has focused on finding performatively stable models, which are the fixed points…

Machine Learning · Computer Science 2021-06-17 John Miller , Juan C. Perdomo , Tijana Zrnic

A seller sells an object over time but is uncertain how the buyer learns their willingness-to-pay. We consider informational robustness under \textit{limited commitment}, where the seller offers a price \textit{each period} to maximize…

Theoretical Economics · Economics 2025-09-10 Zihao Li , Jonathan Libgober , Xiaosheng Mu

Along with the energy transition, the energy markets change their organization toward more decentralized and self-organized structures, striving for locally optimal profits. These tendencies may endanger the physical grid stability. One…

Theoretical Economics · Economics 2021-03-24 Tim Ritmeester , Hildegard Meyer-Ortmanns

Negotiation is a very common interaction between automated agents. Many common negotiation protocols work with cardinal utilities, even though ordinal preferences, which only rank the outcomes, are easier to elicit from humans. In this work…

Computer Science and Game Theory · Computer Science 2023-12-18 Sefi Erlich , Noam Hazon , Sarit Kraus

We introduce a new general framework for constructing the best trading strategy for a given historical indicator. We construct the unique trading strategy with the highest expected return. This optimal strategy may be implemented directly,…

Portfolio Management · Quantitative Finance 2011-08-04 Philip Z. Maymin , Zakhar G. Maymin

We argue that contemporary stock market designs are, due to traders' inability to fully express their preferences over the execution times of their orders, prone to latency arbitrage. In turn, we propose a new order type which allows…

General Economics · Economics 2022-02-02 Wolfgang Kuhle

We compare optimal static and dynamic solutions in trade execution. An optimal trade execution problem is considered where a trader is looking at a short-term price predictive signal while trading. When the trader creates an instantaneous…

Trading and Market Microstructure · Quantitative Finance 2019-07-23 Claudio Bellani , Damiano Brigo , Alex Done , Eyal Neuman

A seller offers an asset in a decentralised market. Buyers have private signals about their common value. I study whether the market becomes allocatively more efficient with (i) more buyers, (ii) better-informed buyers. Both increase the…

Theoretical Economics · Economics 2025-08-04 D. Carlos Akkar
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