[HN Gopher] An Intuitive Explanation of Black-Scholes
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       An Intuitive Explanation of Black-Scholes
        
       Author : alexmolas
       Score  : 80 points
       Date   : 2024-10-03 13:28 UTC (2 days ago)
        
 (HTM) web link (gregorygundersen.com)
 (TXT) w3m dump (gregorygundersen.com)
        
       | ComplexSystems wrote:
       | If you found a stock price that actually follows the geometric
       | Brownian motion pattern this model is built on, wouldn't that
       | basically just print you an infinite amount of money? The
       | expected value of the price movement one time-unit later would be
       | positive.
        
         | pfdietz wrote:
         | I think these models are self-defeating, since they stop
         | working when enough people try to exploit them.
        
           | dragontamer wrote:
           | The opposite.
           | 
           | We have huge numbers of people 'rocking the boat' trying to
           | create say.... a Gamma Squeeze.
           | 
           | The only reason everyone trusts a Gamma Squeeze can happen is
           | because they trust the math in Black Scholes. The may not
           | even understand the math, just trust that the YouTuber who
           | told them about Gamma Squeezes had enough of an understanding
           | 
           | ------------
           | 
           | Today's problem IMO, is now a bunch of malicious players who
           | are willing to waste their money are trying to make
           | 'interesting' things happen in the market, almost out of
           | shear boredom. Rather than necessarily trying to find the
           | right prices of various things.
           | 
           | Knowing that other groups follow say, Black Scholes, is taken
           | as an opportunity to mess with market makers.
        
           | rubyn00bie wrote:
           | I used to think charting was bullshit for day and swing
           | trading. Because on paper it sure seems to be, but in reality
           | so many other players are also charting that it becomes
           | useful and somewhat predictive. Largely because you're all
           | using the same signals. Sure it's impossible difficult to
           | time things perfectly, but perfect is the enemy of profit.
           | You don't need to catch the absolute bottom and you don't
           | need to catch the absolute top.
           | 
           | Specific to Black-Sholes the best option plays, when going
           | long, are the ones which have incorrect assumptions about the
           | volatility of the underlying. You can have far outta the
           | money options, absolutely print, with a sufficient spike in
           | the underlying. Even if the strike price will never be met
           | (though you'll also give that back if you ride them to
           | expiration or let things settle down).
        
         | pram wrote:
         | The competitive advantage is lessened because everyone knows it
         | already. It's "priced in" as they say
        
         | yold__ wrote:
         | No, this doesn't imply an "infinite amount of money", it's just
         | a pricing model. You still need the parameters of the
         | distribution (brownian motion / random walk), and these are
         | unobservable. You can try to estimate them, but there is a lot
         | of practical problems in doing so, primarily that volatility /
         | variance isn't constant.
        
         | bjornsing wrote:
         | Yes. That's basically how the stock market works. If you buy
         | and hold an S&P 500 index fund you can expect to make an
         | infinite amount of money, in an infinite amount of time. But
         | few have the patience for that.
        
           | tehjoker wrote:
           | We'll hit the limit in a few decades or at most a couple
           | centuries due to ecological limits on growth though (unless a
           | robust space economy develops).
        
         | melenaboija wrote:
         | This is a pricing model, i.e. what is the value according to
         | the assumptions the model does (which btw are known to be weak
         | for BS) but as anything else the price is what you are going to
         | pay in the market for whatever other reasons.
         | 
         | Imagine you have a model that establishes the price of used
         | cars, it can be really really good but if you go to the market
         | to buy one you will pay whatever is been asked for not what
         | your model says.
         | 
         | EDIT: Although pricing models do not have direct affectation to
         | market prices they do in an indirect manner. To manage risk are
         | needed pricing models which somehow condition market
         | participants and therefore prices indirectly. In the simile
         | with cars, you can buy as many cars as you want at the price
         | you want, but what you do when you have them and if you want to
         | take wise decisions with them you have to know something about
         | their value.
        
         | stackghost wrote:
         | Indeed, hence the meme "stocks only go up". There's a grain of
         | truth to the meme, though. The safest bet I can think of to
         | make is that, on average, the S&P 500 will be higher in the
         | future than today. Obviously there are temporary down trends
         | but on a time horizon of years to decades I can't think of a
         | safer bet.
        
           | pigeons wrote:
           | However the company stocks included in the S&P 500 aren't the
           | same.
        
           | smabie wrote:
           | Safer bet would be to hold short term treasures.
        
             | stackghost wrote:
             | I'd argue that's not a bet.
        
           | gyudin wrote:
           | Considering they only choose top performers and inflation
           | sounds like a safe guess :D
        
         | nicolapede wrote:
         | No. Just look at equations 6 and 7 in the link. The expected
         | value of the move can be either positive or negative depending
         | on the model parameters.
        
         | tel wrote:
         | Generally these parameters are unknown and the drift parameter
         | is often quite a bit smaller than the volatility. As a
         | consequence, you cannot be sure your investment is secure and
         | its value is likely to wobble significantly in the short term
         | even if it ultimately produces value in the long term.
         | 
         | If you actually knew that the drift on a certain investment was
         | positive, you still have to be prepared to survive the losses
         | you might accumulate on the way to profit. The greater the
         | volatility the more painful this process can be. If you can
         | just sock away your investment and not look at it for a long
         | time it will become more valuable. On a day-to-day time scale,
         | as an actual human watching this risky bet you've made wobble
         | back and forth, it can require a lot of fortitude to remain
         | invested even as the value dips significantly.
        
           | eclark wrote:
           | How does this hold on assets that trend today wards the whole
           | market if we assume that governments will not let markets
           | crash too long before printing money?
           | 
           | What I mean is that if we can assume that the wiggle for VTI
           | or SPY on the long term is positive because of outside
           | factors, does that make options on those larger market assets
           | become a game of who has a large enough reserve
        
         | smabie wrote:
         | Why? the mean can be negative?
        
         | crystal_revenge wrote:
         | No. In fact, the fundamental principle of all quantitative
         | finance is that your results in the ideal scenario are
         | _arbitrage-free_ meaning that nobody stands to make any money
         | off any transaction. That 's how you determine the ideal price
         | given the ideal asset.
         | 
         | edit: To address your specific observation, that the price of
         | the stock is expected to go up, it's assumed that if the stock
         | goes up, so do all other assets. In mathematical finance you
         | never keep you money as cash, so if you sell the stock you put
         | that money in an account that expected to grow at the "risk-
         | free" rate. The major difference between the "risk-free"
         | account and the stock is the variance of these asset prices.
         | 
         | However, in your scenario, you wouldn't need Black-scholes for
         | the price of the stock itself since that should be
         | theoretically equal to it's _expected_ (in the mathematical
         | sense of  "expectation") future value assuming the risk-free
         | rate.
         | 
         | Black-Scholes is used to price the _variance_ of the underlying
         | asset over time for the use of pricing derivatives. But again,
         | if the stock moved exactly as modeled then the model would give
         | you the perfect price such that neither the buyer nor the
         | seller of the derivative was at a disadvantage.
         | 
         | The way you would make use of such a perfectly priced stock
         | would be to search for cases where either buyers or sellers had
         | _mispriced_ the derivative and then take the opposite end of
         | the mispriced position.
         | 
         | However you don't need a perfect ideal stock to make use of
         | Black-Scholes (this is a common misconception). Black-Scholes
         | can also be used to price the _implied volatility_ of a given
         | derivative. Again, derivatives fundamentally derive their
         | values from the _volatility_ /variance of an asset, not it's
         | expectation. By using Black-Scholes you can assess what the
         | market beliefs are regarding the future volatility. Based on
         | this, and presumably your own models, you can determine whether
         | you believe the market has mispriced the future volatility and
         | purchase accordingly.
         | 
         | One final misconception of Black-Scholes is that it's always
         | incorrect because stock price volatility is "fat-tailed" and
         | has more variance than assumed under Black-Scholes. This _was_
         | the case in the mid-80s and people did exploit this to make
         | money, but today this is well understood. The  "fat-tailed"
         | nature of assets prices is modeled in the "Volatility smile"
         | where the implied volatility is different at different prices
         | points (which would _not_ be expected under pure geometric
         | Brownian motion), but this volatility can still be determined
         | using Black-Scholes for any given derivative.
         | 
         | tl;dr Buying stocks is about your estimate of the expected
         | future value of a stock, but Black-Scholes is used to price
         | _derivatives_ of a stock where you actually care about the
         | expected future variance of a stock. Even in an unideal world
         | you can still use Black-Scholes to quantify what the market
         | believes about future behavior and buy /sell where you think
         | you have an advantage.
        
       | zyklu5 wrote:
       | This guy's other notes are also well thought through and written.
       | Thanks for the link.
        
       | yieldcrv wrote:
       | the creators of Black-Scholes destroyed their options selling
       | fund based on their flawed belief that everyone else had
       | mispriced options, or the black swan possibility should have been
       | part of the formula
       | 
       | also Black-Scholes doesnt factor in the liquidity of the
       | underlying asset, in modern times I think this is relevant in
       | determining the utility of an options contract
       | 
       | there are other options pricing formulas
        
         | smabie wrote:
         | LTCM wasn't really an options selling fund though selling
         | equity options did become a big trade for them
         | 
         | Also they were more of advisors in the fund then anything else
        
           | yieldcrv wrote:
           | You're judged by the company you keep
        
       | javitury wrote:
       | Great article and very intuitive explanation.
       | 
       | I also wanted to point out a (minor) typo. On equation 3, dZt is
       | multiplied by sigma squared, but it should be multiplied just by
       | sigma instead.
        
         | gwgundersen wrote:
         | Thanks! I'll fix this.
        
       | ncclporterror wrote:
       | In modern finance the Black-Scholes formula is not used to
       | "price" options in any meaningful sense. The price of options is
       | given by supply and demand. Black-Scholes is used in the opposite
       | way: traders deduce the implied volatility from the observed
       | option prices. This volatility is a representation of the risk-
       | neutral probability distribution that the markets puts on the
       | underlying returns. From that distribution we can price other
       | financial products for which prices are not directly observable.
        
         | mikeyouse wrote:
         | It's still used as an input into illiquid 409a valuations.
        
           | nknealk wrote:
           | It's also frequently used to price stock options given to
           | employees at publicly traded companies.
        
             | dumah wrote:
             | Black-Scholes assumes constant volatility and cannot
             | compute option prices without a volatility input.
             | 
             | This volatility is backed out of nearby options prices,
             | often using the formula for European options.
             | 
             | There isn't any purely theoretical option price because an
             | assumption depends on observed prices.
        
       | keithalewis wrote:
       | Here is a replacement for the Black-Scholes/Merton model:
       | https://keithalewis.github.io/math/um1.html#black-scholesmer...
        
       | erehweb wrote:
       | You can also use nonstandard analysis to derive Black-Scholes,
       | replacing stochastic calculus by a random walk with infinitesimal
       | steps. https://ieeexplore.ieee.org/document/261595 (don't see an
       | ungated version)
        
       | jesuslop wrote:
       | I jotted a time ago a Sage snippet for options pricing in
       | elementary calculus terms, pasted here
       | https://pastebin.com/tTMp6fPk.
       | 
       | The idea is that the clean picture is done in terms of log-prices
       | (not prices). Probability of log-prices follows a diffusion with
       | an initial Dirac delta at-the-money. At expiration the profit
       | function is deterministic (0 out of the money, a ramp if in the
       | money) and the probability is certain gaussian. The expectancy of
       | the value of a function applied to a random var of given density
       | is like a weighted sum of the values, weighted by the
       | frequency/density, as in a dot product (an integral here). Add to
       | that the "time value of money" (see Investopedia) that works as
       | linear drift, and you are done.
        
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