Bernoulli's inequality


In real analysis, Bernoulli's inequality is an inequality that approximates exponentiations of 1 + x.
The inequality states that
for every integer r ≥ 0 and every real number x−1.
If the exponent r is even, then the inequality is valid for all real numbers x. The strict version of the inequality reads
for every integer r ≥ 2 and every real number x ≥ −1 with x ≠ 0.
There is also a generalized version that says for every real number r ≥ 1 and real number x ≥ -1,
while for 0 ≤ r ≤ 1 and real number x ≥ -1,
Bernoulli's inequality is often used as the crucial step in the proof of other inequalities. It can itself be proved using mathematical induction, as shown below.

History

Jacob Bernoulli first published the inequality in his treatise “Positiones Arithmeticae de Seriebus Infinitis”, where he used the inequality often.
According to Joseph E. Hofmann, Über die Exercitatio Geometrica des M. A. Ricci, p. 177, the inequality is actually due to Sluse in his Mesolabum, Chapter IV "De maximis & minimis".

Proof of the inequality

We proceed with mathematical induction in the following form:
For r = 0,
is equivalent to 1 ≥ 1 which is true as required.
Similarly, for r = 1 we have
Now suppose the statement is true for r = k:
Then it follows that
since as well as. By the modified induction we conclude the statement is true for every non-negative integer r.

Generalization

The exponent r can be generalized to an arbitrary real number as follows: if x > −1, then
for r ≤ 0 or r ≥ 1, and
for 0 ≤ r ≤ 1.
This generalization can be proved by comparing derivatives.
Again, the strict versions of these inequalities require x ≠ 0 and r ≠ 0, 1.

Related inequalities

The following inequality estimates the r-th power of 1 + x from the other side. For any real numbers x, r with r > 0, one has
where e = 2.718.... This may be proved using the inequality k < e.

Alternative form

An alternative form of Bernoulli's inequality for and is:
This can be proved by using the formula for geometric series:
or equivalently

Alternative Proof

Using AM-GM
An elementary proof for and x ≥ -1 can be given using Weighted AM-GM.
Let be two non-negative real constants. By Weighted AM-GM on with weights respectively, we get
Note that
and
so our inequality is equivalent to
After substituting our inequality turns into
which is Bernoulli's inequality.
Using the formula for geometric series
Bernoulli's inequality
is equivalent to
and by the formula for geometric series we get

which leads to
Now if then by monotony of the powers each summand, therefore their sum is greater and hence the product on the LHS of.
If then by the same arguments and thus
all addends are non-positive and hence their sum. Since the product of two non-positive numbers is non-negative, we get again
.
Using Binomial theorem
For,
Obviously,
Thus,
For,
For, let, then
Replace with, we have
Also, according to the binomial theorem,
then
Notice that
Therefore, we can see that each binomial term is multiplied by a factor , and that will make each term smaller than the term before.
For that reason,
Hence,
Replace with back, we get
Notice that by using binomial theorem, we can only prove the cases when r is a positive integer or zero.