News
Moneta Joins Arcstone
Moneta Joins Arcstone The Moneta team is excited to announce that we are joining the rapidly expanding Arcstone Group of Companies, strengthening our ability to
Perspectives by Moneta – The Bill Comes Due
We have been writing about Canada’s structural deterioration since November 2025. The recession is confirmed.
Perspectives by Moneta – Hard Assets. The Western Trade.
Three prior cycles. The same structural logic each time. The opening transaction for the third has just been done.
Perspectives by Moneta – From SaaS to Sovereign Systems
What we described in earlier publications has now arrived with empirical force. When our last report was published, iShares Expanded Tech-Software ETF (IGV) was down 32% from its recent high while the Nasdaq held flat.
Perspectives by Moneta – Canada at the Crossroads
The binary is broken. CUSMA is no longer a three-party negotiation. The U.S. is building a bilateral deal with Mexico; formal negotiations commence May 25. Canada has had no talks since October 2025. The July 1 review is 67 days away.
Perspectives by Moneta – The Monroe Doctrine, Reloaded
A co-ordinated squeeze on energy supply, maritime access, critical minerals, proxy defence credibility, and allied cohesion — and the investment implications.
