Information Aggregation Bias and Samuelson's Dictum

In this paper, using firm-level data from CRSP, we document empirically that stock prices can simultaneously display “microefficiency” and “macroinefficiency;” an idea accredited to Paul Samuelson. To investigate the source of our empirical findings, we propose a theory of aggregation bias based on incomplete information and segmented markets.

August 2023 · Yongok Choi, Giacomo Rondina and Todd B. Walker