When Reasoning Fails: Evaluating 'Thinking' LLMs for Stock Prediction

Fuente: arXiv
Saved in:
Bibliographic Details
Main Author: Sodha, Rakeshkumar H
Format: Preprint
Published: 2025
Subjects:
Online Access:
Tags: Add Tag
No Tags, Be the first to tag this record!
_version_ 1866912702324015104
author Sodha, Rakeshkumar H
author_facet Sodha, Rakeshkumar H
contents Problem. "Thinking" LLMs (TLLMs) expose explicit or hidden reasoning traces and are widely believed to generalize better on complex tasks than direct LLMs. Whether this promise carries to noisy, heavy-tailed and regime-switching financial data remains unclear. Approach. Using Indian equities (NIFTY constituents), we run a rolling 48m/1m walk-forward evaluation at horizon k = 1 day and dial cross-sectional complexity via the universe size U in {5, 11, 21, 36} while keeping the reasoning budget fixed (B = 512 tokens) for the TLLM. We compare a direct LLM (gpt-4o-mini), a TLLM (gpt-5), and classical learners (ridge, random forest) on cross-sectional ranking loss 1 - IC, MSE, and long/short backtests with realistic costs. Statistical confidence is measured with Diebold-Mariano, Pesaran-Timmermann, and SPA tests. Main findings. (i) As U grows under a fixed budget B, the TLLM's ranking quality deteriorates, whereas the direct LLM remains flat and classical baselines are stable. (ii) TLLM variance is higher, requiring ex-post calibration (winsorization and blending) for stability. (iii) Portfolio results under transaction costs do not support a net advantage for the TLLM. Hypotheses. Our results are consistent with the following testable hypotheses: H1 (Capacity-Complexity Mismatch): for fixed B, TLLM accuracy degrades superlinearly in cross-sectional complexity. H2 (Reasoning Variance): TLLM outputs exhibit higher dispersion date-by-date than direct LLMs, increasing error bars and turnover. H3 (Domain Misfit): next-token prediction objectives and token-budgeted inference are poorly aligned with heavy-tailed, weakly predictable stock returns. Implication. In our setting, "thinking" LLMs are not yet ready to replace classical or direct methods for short-horizon stock ranking; scaling the reasoning budget and/or re-aligning objectives appears necessary.
format Preprint
id arxiv_https___arxiv_org_abs_2511_08608
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle When Reasoning Fails: Evaluating 'Thinking' LLMs for Stock Prediction
Sodha, Rakeshkumar H
Statistical Finance
I.2.6; I.2.7; J.1; I.2.1; G.3
Problem. "Thinking" LLMs (TLLMs) expose explicit or hidden reasoning traces and are widely believed to generalize better on complex tasks than direct LLMs. Whether this promise carries to noisy, heavy-tailed and regime-switching financial data remains unclear. Approach. Using Indian equities (NIFTY constituents), we run a rolling 48m/1m walk-forward evaluation at horizon k = 1 day and dial cross-sectional complexity via the universe size U in {5, 11, 21, 36} while keeping the reasoning budget fixed (B = 512 tokens) for the TLLM. We compare a direct LLM (gpt-4o-mini), a TLLM (gpt-5), and classical learners (ridge, random forest) on cross-sectional ranking loss 1 - IC, MSE, and long/short backtests with realistic costs. Statistical confidence is measured with Diebold-Mariano, Pesaran-Timmermann, and SPA tests. Main findings. (i) As U grows under a fixed budget B, the TLLM's ranking quality deteriorates, whereas the direct LLM remains flat and classical baselines are stable. (ii) TLLM variance is higher, requiring ex-post calibration (winsorization and blending) for stability. (iii) Portfolio results under transaction costs do not support a net advantage for the TLLM. Hypotheses. Our results are consistent with the following testable hypotheses: H1 (Capacity-Complexity Mismatch): for fixed B, TLLM accuracy degrades superlinearly in cross-sectional complexity. H2 (Reasoning Variance): TLLM outputs exhibit higher dispersion date-by-date than direct LLMs, increasing error bars and turnover. H3 (Domain Misfit): next-token prediction objectives and token-budgeted inference are poorly aligned with heavy-tailed, weakly predictable stock returns. Implication. In our setting, "thinking" LLMs are not yet ready to replace classical or direct methods for short-horizon stock ranking; scaling the reasoning budget and/or re-aligning objectives appears necessary.
title When Reasoning Fails: Evaluating 'Thinking' LLMs for Stock Prediction
topic Statistical Finance
I.2.6; I.2.7; J.1; I.2.1; G.3
url https://arxiv.org/abs/2511.08608