Who developed the original Modgiliani and Miller theorem? or CAPM?

I love such papers/ideas which say original idea was actually written by such and such. You keep reading physics people accusing economists of picking up models from their field and applying it to explain economics. I r’ber reading somewhere that one of the greatest economist (any guesses??) also explained most of economics using physics models.

I came across this paperfrom Luca Barone (of Goldman Sachs) which says much of financial economics is wrongly credited. For instance Modgiliani and Miller theorem was developed by John Burr Williams, CAPM by Treynor not Sharpe, Portfolio Theory by de Finetti not Markowitz etc !!! There are many such concepts, check the list on Page 3.

Basically, Barone summarises work by Marc Rubenstein‘s book – A History of the Theory of Investments: My Annotated Bibliography. Rubenstein is one of the best financial economists around and developed the binomial options pricing model and much of financial engineering. He also developed the infamous Portfolio Insurance strategy which was criticised for its role in 1987 crash.

He has also done a lot of work on history of finance and that is what the book is about. You can see his work here. He wrote another series- Great Moments in Financial Economics Series (freely available) which explains most of the history.

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4 Responses to “Who developed the original Modgiliani and Miller theorem? or CAPM?”

  1. Financial-Economics » UK: PhD Studentship in Economics, City University London Says:

    [...] Who developed the original Modgiliani and Miller theorem? or CAPM?I came across this paperfrom Luca Barone (of Goldman Sachs) which says much of financial economics is wrongly credited. For instance Modgiliani and Miller theorem was developed by John Burr Williams, CAPM by Treynor not Sharpe, … [...]

  2. Financial-Economics » The Procyclical Effects of Basel II (CEPR DP6862) Says:

    [...] Who developed the original Modgiliani and Miller theorem? or CAPM?I came across this paperfrom Luca Barone (of Goldman Sachs) which says much of financial economics is wrongly credited. For instance Modgiliani and Miller theorem was developed by John Burr Williams, CAPM by Treynor not Sharpe, … [...]

  3. Financial-Economics » PhD Positions in Finance/Economics Netherlands Says:

    [...] Who developed the original Modgiliani and Miller theorem? or CAPM?I came across this paperfrom Luca Barone (of Goldman Sachs) which says much of financial economics is wrongly credited. For instance Modgiliani and Miller theorem was developed by John Burr Williams, CAPM by Treynor not Sharpe, … [...]

  4. Financial-Economics » Who developed the original Modgiliani and Miller theorem? or CAPM? Says:

    [...] Who developed the original Modgiliani and Miller theorem? or CAPM?I came across this paperfrom Luca Barone (of Goldman Sachs) which says much of financial economics is wrongly credited. For instance Modgiliani and Miller theorem was developed by John Burr Williams, CAPM by Treynor not Sharpe, … [...]

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