The Financial Bubble Experiment

The Financial Bubble Experiment (FBE) was a scientific test of a hard question: can financial bubbles be diagnosed before they burst? Rather than studying crashes after the fact, the experiment committed to forecasts in advance, then waited for the market to deliver the verdict. It was run by Prof. Didier Sornette and his group at the original Financial Crisis Observatory at ETH Zurich.

Why pre-registration matters

Most market “predictions” are really explanations dressed up after the event, or back-tests tuned on history until they fit. The FBE avoided both traps. Forecasts of which assets were in a bubble, and the window in which a regime change was most likely, were sealed and time-stamped in advance, then released only after the predicted period had passed. This ex-ante, pre-registered design is the gold standard for showing that a method has genuine predictive content, not hindsight. It is the same forward-testing philosophy the FCO still advocates today.

What the experiment found

89% success rate

in real-time LPPLS bubble forecasts over five years of live testing

Source: the Financial Bubble Experiment, Financial Crisis Observatory, ETH Zurich. Past performance is not a guarantee of future results. See our disclaimer.

From experiment to live signals

The FBE established the principle; the FCO platform operationalizes it. The same LPPLS model that was tested in the experiment now powers daily bubble scores, multi-timescale confidence indicators, and critical-time forecasts across stocks, indices, commodities, currencies, bonds and crypto, translating bubble and Dragon-King diagnostics into decision-useful signals.

Sources & references

The experiment was pre-registered and documented in a series of public arXiv papers by the Financial Crisis Observatory:

  1. Sornette, D., Woodard, R., Fedorovsky, M., Reimann, S., Woodard, H., & Zhou, W.-X. The Financial Bubble Experiment: Advanced Diagnostics and Forecasts of Bubble Terminations (2009). arXiv:0911.0454. Submitted 2 Nov 2009; revised through 14 May 2010 (v4). Coverage: MIT Technology Review.
  2. Sornette, D., Woodard, R., Fedorovsky, M., Reimann, S., Woodard, H., & Zhou, W.-X. The Financial Bubble Experiment: Advanced Diagnostics and Forecasts of Bubble Terminations, Volume II: Master Document (beginning of the experiment) (2010). arXiv:1005.5675.
  3. Sornette, D., Woodard, R., Fedorovsky, M., Reimann, S., Woodard, H., & Zhou, W.-X. The Financial Bubble Experiment: Advanced Diagnostics and Forecasts of Bubble Terminations, Volume II: Master Document (end of the experiment) (2010). arXiv:1005.5675. Submitted 31 May 2010; revised 2 Nov 2010 (v2).
  4. Woodard, R., Sornette, D., & Fedorovsky, M. The Financial Bubble Experiment: Advanced Diagnostics and Forecasts of Bubble Terminations, Volume III (beginning of experiment + post-mortem analysis) (2010). arXiv:1011.2882.