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Related papers: Flexible Information Acquisition in the Kyle Model

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This paper studies a dynamic information acquisition model with payoff externalities. Two players can acquire costly information about an unknown state before taking a safe or risky action. Both information and the action taken are private.…

Theoretical Economics · Economics 2022-07-08 Guo Bai

We study a continuous time economy where throughout time, insiders receive private signals regarding the risky assets' terminal payoff. We prove existence of a partial communication equilibrium where, at each private signal time, the public…

Pricing of Securities · Quantitative Finance 2024-03-21 Scott Robertson

In this paper, the Kyle model of insider trading is extended by characterizing the trading volume with long memory and allowing the noise trading volatility to follow a general stochastic process. Under this newly revised model, the…

Mathematical Finance · Quantitative Finance 2019-01-08 Ben-zhang Yang , Xinjiang He , Nan-jing Huang

We investigate joint optimization on information acquisition and portfolio selection within a Bayesian adaptive framework. The investor dynamically controls the precision of a private signal and incurs costs while updating her belief about…

Optimization and Control · Mathematics 2025-08-19 Zongxia Liang , Shu Wang , Jianming Xia

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

An agent acquires information dynamically until her belief about a binary state reaches an upper or lower threshold. She can choose any signal process subject to a constraint on the rate of entropy reduction. Strategies are ordered by "time…

Theoretical Economics · Economics 2024-08-23 Daniel Chen , Weijie Zhong

Building on the $f$-information model of Bloedel et al. (2025), this paper introduces a one-parameter family of information acquisition models and characterizes optimal information acquisition. This family extends the mutual information…

Theoretical Economics · Economics 2026-05-29 Takashi Ui

The Kyle model describes how an equilibrium of order sizes and security prices naturally arises between a trader with insider information and the price providing market maker as they interact through a series of auctions. Ever since being…

Computational Finance · Quantitative Finance 2020-06-25 Paul Friedrich , Josef Teichmann

We provide an economically sound micro-foundation to linear price impact models, by deriving them as the equilibrium of a suitable agent-based system. Our setup generalizes the well-known Kyle model, by dropping the assumption of a terminal…

Trading and Market Microstructure · Quantitative Finance 2021-05-26 Michele Vodret , Iacopo Mastromatteo , Bence Tóth , Michael Benzaquen

Decision making in modern stochastic systems, including e-commerce platforms, financial markets and healthcare systems, has evolved into a multifaceted process that combines information acquisition and adaptive information sources. This…

Optimization and Control · Mathematics 2026-01-07 Renyuan Xu , Thaleia Zariphopoulou , Luhao Zhang

We develop an axiomatic theory of information acquisition that captures the idea of constant marginal costs in information production: the cost of generating two independent signals is the sum of their costs, and generating a signal with…

Theoretical Economics · Economics 2023-02-09 Luciano Pomatto , Philipp Strack , Omer Tamuz

In financial markets valuable information is rarely circulated homogeneously, because of time required for information to spread. However, advances in communication technology means that the 'lifetime' of important information is typically…

Pricing of Securities · Quantitative Finance 2011-08-05 Dorje C. Brody , Yan Tai Law

A decision-maker periodically acquires information about a changing state, controlling both the timing and content of updates. I characterize optimal policies using a decomposition of the dynamic problem into optimal stopping and static…

Theoretical Economics · Economics 2025-12-02 César Barilla

A wireless system with multiple channels is considered, where each channel has several transmission states. A user learns about the instantaneous state of an available channel by transmitting a control packet in it. Since probing all…

Data Structures and Algorithms · Computer Science 2008-04-11 Sudipto Guha , Kamesh Munagala , Saswati Sarkar

We examine the dynamics of informational efficiency in a market with asymmetrically informed, boundedly rational traders who adaptively learn optimal strategies using simple multiarmed bandit (MAB) algorithms. The strategies available to…

Theoretical Economics · Economics 2024-11-11 Aleksei Pastushkov

We consider a stochastic game between a slow institutional investor and a high-frequency trader who are trading a risky asset and their aggregated order-flow impacts the asset price. We model this system by means of two coupled stochastic…

Trading and Market Microstructure · Quantitative Finance 2023-06-26 Rama Cont , Alessandro Micheli , Eyal Neuman

The continuous-time version of Kyle's (1985) model is studied, in which market makers are not fiduciaries. They have some market power which they utilize to set the price to their advantage, resulting in positive expected profits. This has…

Trading and Market Microstructure · Quantitative Finance 2019-08-26 Knut Aase , Bernt Øksendal

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

We show that under mild assumptions, the total value of information to informed traders in the market can be measured by the covariance between price changes and order flow. This covariance captures noise trader losses, which equal informed…

General Finance · Quantitative Finance 2026-05-13 Ohad Kadan , Asaf Manela

This paper introduces a framework for modeling the cost of information acquisition based on the principle of cost-minimization. We study the reduced-form \emph{indirect cost} of information generated by the sequential minimization of a…

Theoretical Economics · Economics 2025-11-10 Alexander W. Bloedel , Weijie Zhong