News
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.
Perspectives by Moneta – Capital Rotation Confirmed – Markets Are Shifting
Markets have been anything but calm; they have been disjointed. Volatility has shifted rather than vanished, correlations have weakened, and price movements across assets have grown increasingly episodic. Equity indices hover near their highs, yet leadership is narrow, liquidity uneven, and risk is repriced in bursts rather than sustained trends.
Andy Calitz & Moneta’s Mary Hemmingsen on Energy Supply and Transition
The session explores the evolving global energy supply landscape, with a practical look at how capital markets, infrastructure realities, and long-term planning intersect with energy transition objectives. The conversation brings together operational industry experience and financial perspective to provide context on current market dynamics.
Erin Campbell to Speak at CEBA Mining Conference 2026 During AME Roundup
We’re pleased to share that Erin Campbell, ICD.D, Founding Partner & CEO of Moneta, will be speaking at the 2026 CEBA Mining Conference in Vancouver.
The conference, “Global Dynamic in the Resource Sector: Canada–Eurasia Cooperation in Mining,” takes place January 27, 2026, on the margins of AME Roundup 2026.