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Inverse View
It is not the case that Nash Equilibrium (NE) analysis is not a wholly satisfactory equilibrium concept for extensive-form games on its own.
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Reasons For
1 perspective
Reason for
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1.
NE analysis is insensitive to what happens off the path of play.
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2.
Off-path outcomes contain information relevant to predicting on-path behavior.
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3.
Ignoring off-path outcomes means throwing away information relevant to game solutions.
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Reasons Against
2 perspectives
Reason against 1 of 2
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1.
NE permits strategies sustained by threats that rational agents would never execute, violating Selten's subgame perfection criterion.
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2.
A solution concept tolerating incredible threats conflates equilibrium stability with rational deliberation, undermining predictive validity.
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3.
Backward induction, formalized by Selten (1965), shows NE selections in extensive-form games routinely fail tests of sequential rationality.
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Reason against 2 of 2
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1.
Kreps and Wilson's sequential equilibrium (1982) demonstrates NE leaves belief formation at information sets unconstrained off the equilibrium path.
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2.
Unconstrained beliefs off the path of play generate multiple incompatible NE predictions, rendering the concept epistemically underdeterminate.
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