On Sun, Jul 29, 2012 at 4:19 PM, Doug Henwood <[email protected]> wrote:
>
> On Jul 29, 2012, at 1:39 PM, Michael Smith wrote:
>
>> Would the models even have to be any good, or have any
>> sound basis? Wouldn't it be enough that people *thought*
>> they were good?
>
> Good question. As I recall, as the models developed, prices increasingly 
> conformed to predictions, because everyone was trading off the same models.
>



Isn't there a circularity in this process - to use Black-Scholes or
similar models you need to refer back to the price history to estimate
some implied volatility numbers which will then be fed into the
Black-Scholes model to generate prices for new financial products etc?

The whole process could, in principle, converge to some kind of a
fixed point where prices and model confirm each other, but I'd imagine
these would be highly unstable.
-raghu.
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