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Are 'Rational Conjectures' Rational?

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Author Info
Makowski, Louis
Abstract

The concepts of "rational conjectures" and "reasonable conjectures" are cr itically reviewed. It is shown that their operation depends crucially on an invisible, nonoptimizing "deus ex machina." Hence, these con cepts are not really suitable for understanding competition among opt imizing firms. In addition, the widely claimed "fact" that Bertrand conjectures are locally rational conjectural variations is shown to be erroneous. Copyright 1987 by Blackwell Publishing Ltd.

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Article provided by Blackwell Publishing in its journal Journal of Industrial Economics.

Volume (Year): 36 (1987)
Issue (Month): 1 (September)
Pages: 35-47
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Handle: RePEc:bla:jindec:v:36:y:1987:i:1:p:35-47

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  1. Orlando I. Balboa & Andrew F. Daughety & Jennifer F. Reinganum, 2001. "Market Structure and the Demand for Free Trade," Working Papers 0112, Department of Economics, Vanderbilt University, revised Dec 2002. [Downloadable!]
    Other versions:
  2. Muller, W. & Normann, H., 2003. "Conjectural variations and evolutionary stability: a new rationale for consistency," Discussion Paper 44, Tilburg University, Center for Economic Research. [Downloadable!]
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