News
Moneta Engaged to Advise New Brunswick on Lake George Antimony Mine Process
We’re pleased to share that Moneta has been engaged to advise the Province of New Brunswick on this initiative. We look forward to working with all stakeholders through a transparent process. An information session is scheduled for April 7, 2026. See the release below for registration details.
Perspectives by Moneta – The Tinfoil Hat Was Made of Copper All ALong
We are theorists. Not the freeze-dried food variety, but theorists nonetheless. For several years we, along with others, felt that paper commodity markets were suppressing physical prices, that sovereign accumulation would break that suppression, and that oil was structurally set for a reset consensus models could not see.
Perspectives by Moneta – AI After the Turn
The first phase of the AI cycle rewarded abstraction. The second phase is rewarding control, causing sector-specific repricing.
Capital has moved decisively down the stack – toward power, silicon, data centers, grids, cooling, and sovereign compute. That shift is not cyclical. It is structural. Intelligence is no longer scarce; the conditions required to deploy it at scale are.
Perspectives by Moneta – The Accelerating Correction in Canadian Housing
Canadian housing was priced as though nothing could go wrong. Several things have gone wrong. Canadian major markets are already 20–25% below their 2022 peaks and the forces now in motion suggest the trough is materially further away than consensus estimates.
Perspectives by Moneta – AI, Infrastructure, and the Control of Scarcity
The recent decline in hyperscaler stocks has been interpreted by some as the first crack in the AI supercycle. Capex budgets are under scrutiny, AI monetization timelines are being pushed outward, and investors are questioning whether infrastructure buildout has run ahead of demand. This interpretation mistakes volatility for reversal.
Tour of Rare Earths with Andy Calitz, Moneta’s Mary Hemmingsen, and Jared Manz
Join Andy Calitz, Mary Hemmingsen of Moneta, and Jared Manz for a 40-minute virtual tour of the rare earth ecosystem shaping modern electrification. This session explores the key elements behind EVs, wind turbines, and advanced grids — and explains why processing capacity and geopolitics are central to supply security. Register to attend.