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Jason is the Chief Investment Officer for Ark Fund Capital Management, focusing on investment and portfolio management. Jason founded a long/short value fund, Kaspar Investments, LP, in November 2007 along with its investment adviser, Dunamis Capital LLC. Prior to launching his fund, Jason was employed by Highland Capital Management LP, a then $40 billion hedge fund firm. Prior to joining Highland Capital, Jason worked for FTI Consulting, a global business advisory firm. Jason graduated Summa Cum Laude from Texas A&M with a double-degree in Finance & Accounting, where he was involved in numerous investment think-tanks focusing on investment strategy. His writing has been featured on Business Insider, Zero Hedge, Financial Sense, and The Wall Street Journal, among others.
Government Bubble Targeted with S&P Outlook
I refer to this new bubble as the government bubble, the last of all major market bubbles. The overvaluation in asset prices is essentially a mispricing of risk. Like the equity bubble and the private debt bubble preceding the current government debt crisis, risk has been mispriced because of the Pavlovian response that government debt carries no risk.
Friday, April 15, 2011(1 comments)
Can Dollar Weakness Mean Equity Weakness?
Over the long term, all things being equal, it is logically sound to conclude that a weakening dollar must cause assets priced in dollars to rise. However, in the short term, markets are not always logical and can anticipate the next move by world bankers.