Author

Marcus Gawronsky

h-index 1 View on Semantic Scholar

We have 2 of 3 papers

We haven’t gathered this author’s papers yet. Follow them and we’ll fetch their work.

Not the right person? Other researchers publish under this name.

Preprint Sep 2026

Information Games: Strategic Crowding and Firm Repositioning in Language-Model Space

Firms follow changing economic opportunities, but rivalry changes their response. We develop ESCAPE, a rational-share game of distribution-valued positioning with heterogeneous capability costs, establish a unique equilibrium, and derive an exact reallocation restriction separating opportunity and crowding contribution...

Marcus Gawronsky, Chun-Sung Huang · 0 citations

Preprint Aug 2026

Portfolio Risk Bounds without Cross-Asset Return Covariances: Distributional Fields from Language-Model Representations

Portfolio risk assessment ordinarily relies on reliable estimates of cross-asset return covariances, which are difficult to obtain in short, high-dimensional panels. We show that firm-level distribution-valued characteristics can instead provide one-sided certificates of portfolio risk. Under maintained links from char...

Marcus Gawronsky, Chun-Sung Huang · 2 citations