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Acting Man

Independent Analyst
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Pater Tenebrarum was the nom de plume of the main author of the acting-man blog, an independent analyst and economist/social theorist. He was involved with financial markets in various capacities for 31 years, most recently writing economic and market analyses for independent research ...more
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Crypto-Mania Resurrected
Monday, December 21, 2020 1:00 AM EDT
Even the most ardent cryptocurrency bulls are probably slightly slack-jawed at this juncture and can hardly believe it.
In this article: BITCOMP, LTC-X
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Death Of An Inter-Market Correlation
Tuesday, December 8, 2020 10:42 AM EDT
For a long time Japanese stocks have been little more than a mirror image of the yen – rising when the yen lost ground and falling when it strengthened. This has changed rather noticeably of late.
In this article: EWJ, JYNFF
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US Money Supply – The Pandemic Moonshot
Monday, June 15, 2020 10:42 AM EDT
It started out with Jay Powell planting a happy little money tree in 2019 to keep the repo market from suffering a terminal seizure. This essentially led to a restoration of the status quo ante “QT”.
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In Gold We Trust, 2020 – The Dawning Of A Golden Decade
Monday, June 1, 2020 11:00 PM EDT
As this year’s In Gold We Trust report is published, gold has finally clearly re-entered a bull market.
In this article: GLD
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Investing In The Post-Corona World
Tuesday, May 5, 2020 9:31 AM EDT
Central bankers appear to be quite convinced that they will be able to keep a lid on any untoward developments.
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Gold Stocks – A Show Of Strength
Wednesday, April 15, 2020 12:26 PM EDT
Since the September 2018 low, the gold sector is outperforming the broad market. As the HUI-SPX ratio shows, its outperformance has recently accelerated.
In this article: NEM, GOLD, GDX, GLD, SPX, HUI
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Credit Markets – The Waiting Game
Monday, April 6, 2020 4:40 AM EDT
After the first inter-meeting rate cut in early March, we opined that further rate cuts were a near certainty and that “not-QE” would swiftly morph into “QE, next iteration”.
In this article: NLY, BND, LQD
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The Corona Virus Epidemic – Going Global
Tuesday, March 3, 2020 12:13 PM EDT
While it appears that the draconian measures taken by China’s government have managed to slow the spread of the infection in the country substantially, the outbreak is accelerating everywhere else.
In this article: DJI
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US Stock Market – Sentiment And Positioning
Tuesday, February 4, 2020 10:33 AM EDT
With the central bank printathon currently in full swing again, we prefer to remain agnostic with respect to the question of how much further the bubble can ultimately expand.
In this article: SPX
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Opportunities In The Gold Exploration Sector
Wednesday, January 29, 2020 10:39 AM EDT
ATAC's stock has been in a downtrend for several years. It traded above 70 cents both in 2016 and 2017. If one goes even further back, it traded actually as high as $4.40 in late 2011 when gold peaked.
In this article: ATADF Also: GLD
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The Credit Market Powder Keg
Wednesday, December 4, 2019 10:42 PM EDT
By all accounts, credit markets remain on fire. 2019 is already a record year for corporate bond issuance, beating the previous record set in 2017 by a sizable margin.
In this article: HYG, JNK
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Repo Market, QE4 (aka Not QE), The Fed And Gold
Saturday, November 23, 2019 12:29 PM EDT
In the long term, gold is becoming ever more valuable relative to other commodities – the same can evidently not be said of the dollar.
In this article: GLD, UUP
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US Money Supply Growth – Bouncing From A 12-Year Low
Monday, October 14, 2019 7:39 AM EDT
In August 2019 year-on-year growth of the broad true US money supply (TMS-2) fell to a fresh 12-year low of 1.87%. The 12-month moving average of the growth rate hit a new low for the move as well.
In this article: IEF, SPX
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Repo Quake – A Primer
Wednesday, October 2, 2019 9:49 PM EDT
One thing the repo quake did reveal is that liquidity is much tighter than was previously assumed. We believe this means that the Fed is shortly going to resume “QE” in some shape or form.
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The Weird Obsessions Of Central Bankers, Part 2
Wednesday, September 18, 2019 9:39 AM EDT
Interest rate manipulation and money printing distort relative prices in the economy, which throws economic calculation into disarray.
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The Weird Obsessions Of Central Bankers
Wednesday, September 18, 2019 8:02 AM EDT
None of the “non-standard” monetary policies implemented by the ECB and other central banks have even met their stated goal of boosting price inflation, not to mention economic growth.
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