Hi there,
I am familiar to the area that you are working on since I hold a bachelor degree in financial management and master degree in mathematics which in particular studying about the rational bubble in financial market. Here is my offering points:
1. Literature review on Capital Asset Pricing Model (Sharpe, Litner, Mossin), which model the expected return as the function of market return. And it can be add with the Efficient Market Theory (Fama) and Bubble theory if you'd like (Shiller, etc).
2. Chapter One writing, that includes: Background, Problem statement, objectives, methodology (optional) and chapter conclusion.