Bubblesandcrashes:Gradientdynamicsinï¬nancial markets (original) (raw)

Bubbles and Crashes: Gradient Dynamics in Financial Markets

Fund managers respond to the payoff gradient by continuously adjusting leverage in our analytic and simulation models. The base model has a stable equilibrium with classic properties. However, bubbles and crashes occur in extended models incorporating an endogenous market risk premium based on investors’ historical losses and constant-gain learning. When losses have been small for a long time, asset prices inflate as fund managers increase leverage. Then slight losses can trigger a crash, as a widening risk premium accelerates deleveraging and asset price declines.

Bubbles and Crashes: Escape Dynamics in Financial Markets

2000

We develop a financial market model focused on fund managers who continuously adjust their exposure to risk in response to the payo gradient. The base model has a stable equilibrium with classic properties. However, bubbles and crashes occur in extended models incorporating an endogenous market risk premium based on investors' historical losses and constant gain learning. When losses have been

Learning about Risk and Return: A Simple Model of Bubbles and Crashes

American Economic Journal: Macroeconomics, 2011

This paper demonstrates that an asset pricing model with least-squares learning can lead to bubbles and crashes as endogenous responses to the fundamentals driving asset prices. When agents are risk-averse they generate forecasts of the conditional variance of a stock's return. Recursive updating of the conditional variance and expected return implies two mechanisms through which learning impacts stock prices: occasional shocks may lead agents to lower their risk estimate and increase their expected return, thereby triggering a bubble; along a bubble path recursive estimates of risk will increase and crash the bubble. JEL Classifications: G12; G14; D82; D83

Bubbles, crashes and risk

Economics Letters, 2013

• An asset pricing model where agents forecast the conditional variance of a stock's return. • Agents believe prices follow a random walk with a conditional variance that is self-fulfilling.

Bubbles and market crashes

Computational Economics, 1998

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 prices away from their fundamental value. This growth makes the system increasingly susceptible to any exogenous shock, thus eventually precipitating a crash. We also present computer experiments which in their aggregate behavior confirm the predictions of the theory.

Efficient Markets and Financial Bubbles

2017

When it comes to money and investing, the individual portfolio investor is not always as rational as he believes he is – which is why there's a whole field of study that explains an individual‟s sometimes irrational and strange behavior. This research paper mainly deals with the insight into the theory and findings of behavioral finance and the financial bubbles in history. The paper will also assist individual investors to avoid these “mental mistakes and errors” by recommending some important investment strategies for those who invest in stocks and mutual funds.

A simple model for asset price bubble formation and collapse

We consider a simple stochastic differential equation for modeling bubbles in social context. A prime example is bubbles in asset pricing, but similar mechanisms may control a range of social phenomena driven by psychological factors (for example, popularity of rock groups, or a number of students pursuing a given major). Our goal is to study the simplest possible model in which every term has a clear meaning and which demonstrates several key behaviors. The main factors that enter are tendency of mean reversion to a stable value, speculative social response triggered by trend following and random fluctuations. The interplay of these three forces may lead to bubble formation and collapse. Numerical simulations show that the equation has distinct regimes depending on the values of the parameters. We perform rigorous analysis of the weakly random regime, and study the role of change in fundamentals in igniting the bubble.

Bubbles and Crashes with Partially Sophisticated Investors

Social Science Research Network, 2010

We consider a purely speculative market with …nite horizon and complete information. We introduce partially sophisticated investors, who know the average buy and sell strategies of other traders, but lack a precise understanding of how these strategies depend on the history of trade. In this setting, it is common knowledge that the market is overvalued and bound to crash, but agents hold di¤erent expectations about the date of the crash. We de…ne conditions for the existence of equilibrium bubbles and crashes, characterize their structure, and show how bubbles may last longer when the amount of fully rational traders increases.