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Results for “book” · papers 18 · wiki 36
Academic Papers · 18arXiv q-fin live 0 · desk corpus 147
arXiv · arXiv · 2026

Herding and Liquidity in Order-Book Markets. II. Fundamental Anchoring and the Resilience of Liquidity

An order-book market whose liquidity provision is anchored to a fundamental value carries a restoring force: the price mean-reverts to value and the book refills after a shock. We show this restoring force is a robust intrinsic stabiliser and identify it causally-dialling the anchor down removes the mean-reversion, and a leverage-driven fire-sale then self-sustains. Separately, we ask whether a stressed market transm

Jan Novotny
arXiv · arXiv · 2026

Herding and Liquidity in Order-Book Markets. I. A Robust Liquidity-Stress Crossover and its Reflexive Mechanism

Agent-based models of markets readily produce emergent instabilities, but telling a genuine collective effect apart from a parameter artefact takes discipline. We apply Bouchaud's phase-diagram method to a continuous-double-auction order-book model. The method is to map the full phase diagram, test its robustness to rule changes, and rule out degenerate and numerical origins before we call any feature a tipping point

Jan Novotny
arXiv · arXiv · 2026

Directional Liquidity and Geometric Shear in Pregeometric Order Books

We introduce a structural framework for the geometry of financial order books in which liquidity, supply, and demand are treated as emergent observables rather than primitive market variables. The market is modeled as a relational substrate without assumed metric, temporal, or price coordinates. Observable quantities arise only through observation, implemented here as a reduction of relational degrees of freedom foll

João P. da Cruz
arXiv · arXiv · 2026

Pregeometric Origins of Liquidity Geometry in Financial Order Books

We propose a structural framework for the geometry of financial order books in which liquidity, supply, and demand are treated as emergent observables rather than primitive economic variables. The market is modeled as an inflationary relational system without assumed metric, temporal, or price coordinates. Observable quantities arise only through projection, implemented here via spectral embeddings of the graph Lapla

João P. da Cruz
arXiv · arXiv · 2025

RL-Exec: Impact-Aware Reinforcement Learning for Opportunistic Optimal Liquidation, Outperforms TWAP and a Book-Liquidity VWAP on BTC-USD Replays

We study opportunistic optimal liquidation over fixed deadlines on BTC-USD limit-order books (LOB). We present RL-Exec, a PPO agent trained on historical replays augmented with endogenous transient impact (resilience), partial fills, maker/taker fees, and latency. The policy observes depth-20 LOB features plus microstructure indicators and acts under a sell-only inventory constraint to reach a residual target. Evalua

Enzo Duflot, Stanislas Robineau
arXiv · arXiv · 2025

A Deterministic Limit Order Book Simulator with Hawkes-Driven Order Flow

We present a reproducible research framework for market microstructure combining a deterministic C++ limit order book (LOB) simulator with stochastic order flow generated by multivariate marked Hawkes processes. The paper derives full stability and ergodicity proofs for both linear and nonlinear Hawkes models, implements time-rescaling and goodness-of-fit diagnostics, and calibrates exponential and power-law kernels

Sohaib El Karmi
arXiv · arXiv · 2020

Optimal trade execution in an order book model with stochastic liquidity parameters

We analyze an optimal trade execution problem in a financial market with stochastic liquidity. To this end we set up a limit order book model in which both order book depth and resilience evolve randomly in time. Trading is allowed in both directions and at discrete points in time. We derive an explicit recursion that, under certain structural assumptions, characterizes minimal execution costs. We also discuss severa

Julia Ackermann, Thomas Kruse, Mikhail Urusov
arXiv · arXiv · 2015

Stochastic simulation framework for the Limit Order Book using liquidity motivated agents

In this paper we develop a new form of agent-based model for limit order books based on heterogeneous trading agents, whose motivations are liquidity driven. These agents are abstractions of real market participants, expressed in a stochastic model framework. We develop an efficient way to perform statistical calibration of the model parameters on Level 2 limit order book data from Chi-X, based on a combination of in

Efstathios Panayi, Gareth Peters
arXiv · arXiv · 2014

The adaptive nature of liquidity taking in limit order books

In financial markets, the order flow, defined as the process assuming value one for buy market orders and minus one for sell market orders, displays a very slowly decaying autocorrelation function. Since orders impact prices, reconciling the persistence of the order flow with market efficiency is a subtle issue. A possible solution is provided by asymmetric liquidity, which states that the impact of a buy or sell ord

Damian Eduardo Taranto, Giacomo Bormetti, Fabrizio Lillo
arXiv · arXiv · 2012

Market Liquidity and Convexity of Order Book (Evidence From China)

Market liquidity plays a vital role in the field of market micro-structure, because it is the vigor of the financial market. This paper uses a variable called convexity to measure the potential liquidity provided by order-book. Based on the high-frequency data of each stock included in the SSE (Shanghai Stock Exchange) 50 Index for the year 2011, we report several statistical properties of convexity and analyze the a

Kenan Qiao
arXiv · arXiv · 2011

Optimal trade execution and price manipulation in order books with time-varying liquidity

In financial markets, liquidity is not constant over time but exhibits strong seasonal patterns. In this article we consider a limit order book model that allows for time-dependent, deterministic depth and resilience of the book and determine optimal portfolio liquidation strategies. In a first model variant, we propose a trading dependent spread that increases when market orders are matched against the order book. I

Antje Fruth, Torsten Schoeneborn, Mikhail Urusov
arXiv · arXiv · 2020

Order book dynamics with liquidity fluctuations: limit theorems and large deviations

We propose a class of stochastic models for a dynamics of limit order book with different type of liquidities. Within this class of models we study the one where a spread decreases uniformly, belonging to the class of processes known as a population processes with uniform catastrophes. The law of large numbers (LLN), central limit theorem (CLT) and large deviations (LD) are proved for our model with uniform catastrop

Helder Rojas, Artem Logachov, Anatoly Yambartsev
arXiv · arXiv · 2018

Analyzing order flows in limit order books with ratios of Cox-type intensities

We introduce a Cox-type model for relative intensities of orders flows in a limit order book. The model assumes that all intensities share a common baseline intensity, which may for example represent the global market activity. Parameters can be estimated by quasi likelihood maximization, without any interference from the baseline intensity. Consistency and asymptotic behavior of the estimators are given in several f

Ioane Muni Toke, Nakahiro Yoshida
arXiv · arXiv · 2016

Modelling intensities of order flows in a limit order book

We propose a parametric model for the simulation of limit order books. We assume that limit orders, market orders and cancellations are submitted according to point processes with state-dependent intensities. We propose new functional forms for these intensities, as well as new models for the placement of limit orders and cancellations. For cancellations, we introduce the concept of "priority index" to describe the s

Ioane Muni Toke, Nakahiro Yoshida
arXiv · arXiv · 2026

Same Book, Different Fills: Partial Identification of FIFO Execution from Aggregate Order Books

Price-level limit order book (L2) data reveal aggregate liquidity but not the ordered queue required by price--time priority. Passive-execution backtests can therefore depend on an unobserved cancellation-allocation rule even when observed prices, quantities, and trades are held fixed. We frame recovery of market-by-order histories from aggregate snapshots as a conditional partial identification problem: multiple his

Riya Danait, Yuliana Zamora, Ioana Boier
arXiv · arXiv · 2025

Limit Order Book Dynamics in Matching Markets: Microstructure, Spread, and Execution Slippage

Conventional models of matching markets assume that monetary transfers can clear markets by compensating for utility differentials. However, empirical patterns show that such transfers often fail to close structural preference gaps. This paper introduces a market microstructure framework that models matching decisions as a limit order book system with rigid bid ask spreads. Individual preferences are represented by a

Yao Wu
arXiv · arXiv · 2025

Competition and Incentives in a Shared Order Book

Recent regulation on intraday electricity markets has led to the development of shared order books with the intention to foster competition and increase market liquidity. In this paper, we address the question of the efficiency of such regulations by analysing the situation of two exchanges sharing a single limit order book, i.e. a quote by a market maker can be hit by a trade arriving on the other exchange. We devel

René Aïd, Philippe Bergault, Mathieu Rosenbaum
arXiv · arXiv · 2025

ClusterLOB: Enhancing Trading Strategies by Clustering Orders in Limit Order Books

In the rapidly evolving world of financial markets, understanding the dynamics of limit order book (LOB) is crucial for unraveling market microstructure and participant behavior. We introduce ClusterLOB as a method to cluster individual market events in a stream of market-by-order (MBO) data into different groups. To do so, each market event is augmented with six time-dependent features. By applying the K-means++ clu

Yichi Zhang, Mihai Cucuringu, Alexander Y. Shestopaloff, Stefan Zohren
Wiki Entities · 36
Credit

Funding Valuation Adjustment

Funding Valuation Adjustment — Funding cost adjustment in uncollateralized derivative books.

Credit

Probability of Default

PD is the probability a name defaults over a horizon — real-world for books, risk-neutral for CDS.

CTA

Behavioral CTA

A systematic book that targets documented investor behaviors — stops, anchoring, month-end flows — rather than a generic trend equation.

CTA

CTA Bond / Rates Carry Sleeve

Harvest roll-down and yield carry in bond and STIR futures — a rates-specific premia book that can fight the trend sleeve in a hiking cycle.

CTA

CTA Calendar-Spread Sleeve

Trade nearby versus deferred on the same curve — a pure term-structure book, the smallest-beta cousin of commodity RV.

CTA

CTA Commodity Carry Sleeve

Inside a managed-futures book, overweight backwardated contracts and underweight contango — roll yield as a second family next to price trend.

CTA

CTA Execution and Slippage

The live tax on a systematic futures book — impact, roll, and the fact that the signal is correlated with everyone else’s signal.

CTA

CTA Trend Crowding

When too many trend books own the same contract the same way, entries get worse, exits gap, and ‘the CTA unwind’ becomes a flow event.

CTA

CTA Volatility Targeting

Scale the whole book (or each market) so forecast σ hits a target — the reason a 15% vol CTA is not ‘more leveraged crude’ in a quiet month.

CTA

Discretionary CTA

A discretionary CTA uses judgment on timing, size, and markets — often a global-macro book that happens to be futures-registered.

CTA

Long-Volatility CTA

A managed-futures book that is structurally long options or long VIX-curve convexity — pays carry, aims to print in jumps and persistent stress.

CTA

Multi-Speed Trend Ensemble

Blend fast, medium, and slow trend signals in each market so the book is not a single lookback dressed as a diversified program.

CTA

Softs CTA

Coffee, cocoa, sugar, cotton, orange juice — tropical and fiber markets with weather, disease, and thinner books than grains.

Derivatives

Implied Realized Spread

Implied Realized Spread — Gap between implied and realized vol that defines carry for short-vol books.

Derivatives

Option Greeks

Greeks are the sensitivities of option value to spot, vol, time, and rates — the risk report of a non-linear book.

Derivatives

Vega Exposure

Vega Exposure — Sensitivity to implied volatility changes — core risk for vol books and structured products.

Desk Slang

Behind the Curve

Behind the curve means policy (or a book) is too easy or too slow relative to incoming inflation, growth, or a Taylor-type benchmark — the market is already pricing a catch-up.

Desk Slang

CS01

CS01 is the dollar value of one basis point of credit spread — how much the book makes or loses if the name or index OAS/CDS widens by 1 bp.

Equity

Book Value

Book value is accounting equity — assets minus liabilities on the books, not what a willing buyer would pay tonight.

Equity

Debt-to-Equity Ratio

Debt-to-equity is interest-bearing debt divided by book (or market) equity — a headline leverage ratio that hides maturity and covenants.

Equity

Mutual Fund

A mutual fund is an open-end vehicle that deals at end-of-day NAV — no intra-day book, and redemptions can force sales.

Equity

Price-to-Book Ratio

Price-to-book is market cap divided by book equity — what the market pays per unit of accounting residual.

Equity

Return on Equity

Return on equity is net income divided by book equity — the accounting yield on residual capital, levered.

Equity

Shareholders' Equity

Shareholders' equity is residual interest in assets after deducting liabilities — book capital, not the market cap.

Equity

Value Stock

A value stock screens cheap on book, earnings, or cash flow — a low multiple that can be a bargain or a melting ice cube.

Financial Crises

FTX / Crypto Collapse 2022

The 2022 crypto winter peaked with FTX’s November failure: commingled customer assets, a hidden related-party book (Alameda), and a run that was old-fashioned bank fraud in a new venue.

Financial Crises

Russia / LTCM 1998

Russia’s August 1998 default and devaluation blew up leveraged relative-value books, culminating in the LTCM rescue — a reminder that ‘hedged’ can mean ‘short liquidity in every state.’

Financial Crises

Swiss Franc Shock 2015

On 15 January 2015 the SNB abandoned the 1.20 EUR/CHF floor in minutes — a peg break that wiped FX brokers and carry books that had treated the floor as a free option.

Mathematics

Covariance

Covariance measures how two random variables move together: Cov(X,Y) = E[(X−μ_x)(Y−μ_y)]. It is the off-diagonal that makes a book more than a list of variances.

Mathematics

Law of Large Numbers

The law of large numbers says the sample average converges to the expected value as n grows — the reason insurance and a large independent bet-set work, and a small correlated book does not.

Microstructure

Bid-Ask Spread

The bid-ask spread is the gap between the best bid and the best offer — the round-trip tax of crossing the book.

Microstructure

Circuit Breaker

A circuit breaker is an exchange halt when prices move too far too fast — a pause so the book can rebuild, not a valuation.

Microstructure

Limit Order

A limit order is a bid or offer at a specified price or better — you cap the price and accept that you may not trade.

Microstructure

Limit Order Book

A limit order book is the visible (and sometimes hidden) queue of bids and offers at discrete prices that constitutes the tradable supply and demand of a continuous electronic market.

Quant

Tracking Error

Tracking error is the volatility of active return versus a benchmark — how much the book is allowed to be not-the-index.

Strategies

Alpha Cloning — Following 13F Filings

Copy (with a lag) the disclosed long holdings of selected 13F filers — a delayed clone of someone else’s book.

Option Blackboard · 1
Encyclopedia · 24
Strategies · Foundations

Alpha Cloning — Following 13F Filings

Copy (with a lag) the disclosed long holdings of selected 13F filers — a delayed clone of someone else’s book.

Strategies · Foundations

Analyst Revision Strategy

Long names with upward earnings-estimate revisions and short downward revisions — the revision-momentum book.

CTA · Foundations

Behavioral CTA

A systematic book that targets documented investor behaviors — stops, anchoring, month-end flows — rather than a generic trend equation.

Desk Slang · Foundations

Behind the Curve

Behind the curve means policy (or a book) is too easy or too slow relative to incoming inflation, growth, or a Taylor-type benchmark — the market is already pricing a catch-up.

Strategies · Foundations

Betting Against Beta in Stocks

Long leveraged low-beta stocks and short high-beta stocks so the book is roughly market-neutral — BAB, not raw low-vol.

Microstructure · Foundations

Bid-Ask Spread

The bid-ask spread is the gap between the best bid and the best offer — the round-trip tax of crossing the book.

Equity · Foundations

Book Value

Book value is accounting equity — assets minus liabilities on the books, not what a willing buyer would pay tonight.

Microstructure · Foundations

Circuit Breaker

A circuit breaker is an exchange halt when prices move too far too fast — a pause so the book can rebuild, not a valuation.

Mathematics · Foundations

Covariance

Covariance measures how two random variables move together: Cov(X,Y) = E[(X−μ_x)(Y−μ_y)]. It is the off-diagonal that makes a book more than a list of variances.

Desk Slang · Foundations

CS01

CS01 is the dollar value of one basis point of credit spread — how much the book makes or loses if the name or index OAS/CDS widens by 1 bp.

CTA · Foundations

CTA Bond / Rates Carry Sleeve

Harvest roll-down and yield carry in bond and STIR futures — a rates-specific premia book that can fight the trend sleeve in a hiking cycle.

CTA · Foundations

CTA Calendar-Spread Sleeve

Trade nearby versus deferred on the same curve — a pure term-structure book, the smallest-beta cousin of commodity RV.

CTA · Foundations

CTA Commodity Carry Sleeve

Inside a managed-futures book, overweight backwardated contracts and underweight contango — roll yield as a second family next to price trend.

CTA · Foundations

CTA Execution and Slippage

The live tax on a systematic futures book — impact, roll, and the fact that the signal is correlated with everyone else’s signal.

CTA · Foundations

CTA Trend Crowding

When too many trend books own the same contract the same way, entries get worse, exits gap, and ‘the CTA unwind’ becomes a flow event.

CTA · Foundations

CTA Volatility Targeting

Scale the whole book (or each market) so forecast σ hits a target — the reason a 15% vol CTA is not ‘more leveraged crude’ in a quiet month.

Equity · Foundations

Debt-to-Equity Ratio

Debt-to-equity is interest-bearing debt divided by book (or market) equity — a headline leverage ratio that hides maturity and covenants.

CTA · Foundations

Discretionary CTA

A discretionary CTA uses judgment on timing, size, and markets — often a global-macro book that happens to be futures-registered.

Strategies · Foundations

Exploiting Term Structure of VIX Futures

Trade the VIX curve — short steep contango, respect backwardation — a roll-yield book in vol futures.

Financial Crises · Foundations

FTX / Crypto Collapse 2022

The 2022 crypto winter peaked with FTX’s November failure: commingled customer assets, a hidden related-party book (Alameda), and a run that was old-fashioned bank fraud in a new venue.

Credit · Foundations

Funding Valuation Adjustment

Funding Valuation Adjustment — Funding cost adjustment in uncollateralized derivative books.

Strategies · Foundations

Idiosyncratic Volatility Strategy

Short high residual-vol names and long low residual-vol names — Ang et al.’s IVOL puzzle as a book.

Derivatives · Foundations

Implied Realized Spread

Implied Realized Spread — Gap between implied and realized vol that defines carry for short-vol books.

Mathematics · Foundations

Law of Large Numbers

The law of large numbers says the sample average converges to the expected value as n grows — the reason insurance and a large independent bet-set work, and a small correlated book does not.

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