Sunday, June 12, 2011

Fluctuation Phenomena on the Stock Market

Eisler, Zoltán. 2007. Fluctuation Phenomena on the Stock Market. Ph.D. Thesis, Budapest University of Technology and Economics.
In the last decade tens of books and thousands of research papers have been published by physicists in the field of finance. Such publication records reflect the conviction that these and similar ideas and techniques will be helpful to understand the mechanisms of the economy [BP00, MS99, Man97]. This new trend is only one of many fueled by the break- through of the early 70’s in statistical physics. The advances of this period brought up several concepts and models like scaling, frustrated disordered systems, or far from equilibrium phenomena and we have obtained very efficient tools to treat them. But how reliable can insights be if they are based on principles that apply to particles and we would like to extend them to social or economic systems?
A generalization of ideas from physics to finance is, the least to say, counter intuitive. Physics is the science of clearly defined natural forces that are unchanged in time, can be isolated with sufficient care, and can be experimented with. Finance is often very pragmatic and less of a science than an art. Moreover, ”experiments” on the stock market can be extremely costly, if at all possible, so one has to be satisfied with passive observation instead. Finally, the economy is never in a steady state, its characteristics change without end, and it is difficult to understand why and for how long any non-trivial observation remains valid. The current level of understanding is also very different between the two fields. While physics has some generally accepted models that have very good predictive power, no such models exist for human behavior and the financial markets that it controls.
This is not to say that economics lacks abundant theoretical background, but when contrasted with each other, the neoclassical economic theory and the way physicists look at markets (or physics itself for that matter) are worlds apart. Physicists are extremely critical of economics and they feel that the theory does not put enough emphasis on consistency with the observations. 
Despite all these conflicts it appears that physics, or as this area is sometimes called ”econophysics”, indeed has a contribution to make. At this point such a contribution is not as much to solving key questions that thrill economists as to providing innovative techniques to look at financial data. These techniques appear to be welcome by practitioners in banking and investment, but it is clear, that there is much room for improvement.  And naturally, physicists already have their eyes on a more ambitious goal: a ”microscopic” theory of markets, as much as quantum mechanics is a microscopic theory of matter. Even though no one can tell whether there is any hope for one, there is a lot to gain from still trying.
This thesis has been the product of more than three years of research which hoped to contribute to these early efforts. Beyond statistical finance, it was inspired by several other areas in complex systems, such as complex networks, random processes and population dynamics. While this manuscript attempts to give a broader overview of financial fluctuations, it has a clear focus on three subjects: financial data and non-universality, the scaling properties of fluctuations, and the temporal dynamics of the limit order book. This is why I decided to include three separate chapters discussing the respective background information, these are called ”Introduction” which is more general, ”Introduction to fluctuation scaling” and ”Introduction to order books”. The remaining chapters contain my own results.

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