← Back
Evidence source 5796Spot Checked

Nonlinear taxation and bounded arbitrage

papers.ssrn.com2025-03-24Paper
Executive summary

The paper characterizes bounded and unbounded arbitrage in multi-period securities markets under nonlinear taxation using convex optimization.

What it examines

This paper analyzes arbitrage in markets with nonlinear taxes using a relative pricing framework and stochastic convex optimization. It defines conditions for bounded and unbounded arbitrage, comparing multi-period and single-period models, and aims to explain how the shape of tax functions affects risk-free gains in securities markets.

What it concludes

The study finds that the interplay between tax function slopes and market equilibrium tax rates determines arbitrage opportunities. It shows that single-period markets are arbitrage-free while multi-period markets may have bounded or unbounded arbitrage. These results apply to asset pricing, taxation policies, and suggest future exploration of tax treatment differences.

Extracted from this source

Evidence objects

Evidence 610682% extraction confidence
Researchers reveal that nonlinear taxation shapes arbitrage in multi-period securities markets, showing arbitrage hinges on the relationship between the markets implied equilibrium tax rate and the tax functions $$\partial$$ subdifferential.

key_findings bullet 1 · key_findings · validation V0

Evidence 610782% extraction confidence
Unexpectedly, single-period models remain arbitrage-free, with arbitrage emerging only in multi-period contexts where taxes shift. The study employs a novel relative pricing framework together with stochastic convex optimization techniques effectively.

key_findings bullet 2 · key_findings · validation V0

Evidence 610882% extraction confidence
Authors introduce new tax definitions, including the implicit tax rate and the conjugate tax function, with elegant closed-form expressions bridging theory and practice, though noting limits of real tax distinctions.

key_findings bullet 3 · key_findings · validation V0

Evidence 610982% extraction confidence
We analyze nonlinear taxation's effects on arbitrage opportunities in securities markets, deriving closed-form expressions using stochastic convex optimization. Extending Ross (1987)'s frameworks, the study refines understanding of bounded versus unbounded arbitrage in multi-period contexts. Its evolutionary innovations and rigorous methodology offer a fresh, nuanced perspective, making it a compelling contribution.

key_findings bullet 4 · key_findings · validation V0

Raw abstract and provenance

- … Using a relative pricing framework, we analyze a multi-period securities market with a convex tax function and identify conditions under which arbitrage arises. Our results …

Source row: 1445 · abstract type: snippet