Andy Siretanu ⚡️

investment research; not financial advice;

economist; derivatives enthusiast; precious metals enthusiast; bitcoin enthusiast.

[Andy Siretanu ⚡️ @andysaann]

The actual AI Junior Mining Portfolios (locked March 27 2026)

Here’s how each AI allocated the C$10,000:

[Andy Siretanu ⚡️ @andysaann]

@silver207141 Interesting analysis. I really hope that Warsh and Winfree can pave the road to fiscal discipline.

[Andy Siretanu ⚡️ @andysaann]

@Pran10000 @spartandawgs @BattagliaDax @silvertrade Even though gold revaluation doesn’t directly change physical supply or demand, in my perspective, it signals greater official confidence in gold as a reserve asset. This can boost market sentiment and translate into stronger demand from investors.

[Andy Siretanu ⚡️ @andysaann]

@BattagliaDax @silvertrade Revalue the gold on the balance sheet.

Gold is carried as an asset. Revaluing it at a higher price increases the reported value of your total assets (with the offset typically going to a revaluation surplus in equity).

[Andy Siretanu ⚡️ @andysaann]

@GoldPredictors Today's FOMC meeting will give the direction for the next period!

[Andy Siretanu ⚡️ @andysaann]

Tomorrow's Fed meeting will set the tone for the next period.

Worth noting: Kevin Warsh has made clear that central banks don't need to telegraph every move. That's a significant shift from Powell's playbook — a press conference at every meeting, every signal pre-announced. Less clarity from here could mean more volatility either way.

Today's 20Y bond auction came in at 4.927% — considerably lower than the last auction at 5.122%. Stop-through of 1.0 bps, bid-to-cover at 2.75, indirects at 71.6%. Solid demand. Bonds are not pricing in panic.

For precious metals — this is a constructive setup going into the meeting. A dovish tone accelerates the move. A hawkish surprise is the main risk.

#Fed #Gold #Silver #PreciousMetals

[Andy Siretanu ⚡️ @andysaann]

Open Interest is quietly growing at these levels. Speculators are adding long positions. Commercials are not so aggressive on hedges anymore.

Let's see how long we can stay under the 200MA.

$SLV #silver #preciousmetals

[Andy Siretanu ⚡️ @andysaann]

@Flex__J @DonDurrett They withdrew the offering today.

[Andy Siretanu ⚡️ @andysaann]

$AG First Majestic Silver — sitting right at the daily 200MA and in a key support zone.

[Andy Siretanu ⚡️ @andysaann]

@GoldForecast Ask Grok if this is true.

[Andy Siretanu ⚡️ @andysaann]

Day 1 at The Mining Investment Event in Quebec City.

Caught up with Mineros $MSA.TO today. Still looks undervalued to me — that view hasn’t changed after hearing them in person.

One name that stood out unexpectedly: Osisko Development $ODV.V . Confident room presence. They recently issued a convertible bond at $5 — which is essentially a built-in incentive to push the stock to that level. Interesting structure worth keeping an eye on.

Tomorrow is the big day — most of my watchlist is presenting.

[Andy Siretanu ⚡️ @andysaann]

@semicorporate @THEMiningEvent I am expecting to see some future outperformers!

[Andy Siretanu ⚡️ @andysaann]

And:

$NEXG.NE NeXGold Mining
$PNPN.NE Power Metallic Mines
$AGX.NE Silver X Mining

Full debrief after the conference.

[Andy Siretanu ⚡️ @andysaann]

Next week at The Mining Investment Event in Quebec City I will specifically be looking at these 11 companies.

Here are the ones I have the highest conviction on:

[Andy Siretanu ⚡️ @andysaann]

Also tracking:

$AEM.TO Agnico Eagle
$OR OR Royalties
$MSA.TO Mineros SA

[Andy Siretanu ⚡️ @andysaann]

Volatility seems to finally normalize. $VIX is at its lowest level since January.

After the V-shape recovery, even if the market constantly created new ATHs, volatility remained somehow elevated.

Options are getting cheaper.

[Andy Siretanu ⚡️ @andysaann]

Next week I will be attending The Mining Investment Event in Quebec City.

This is my third mining conference this year after VRIC and Metal Investors Forum. Each one has its own crowd and energy, I can't wait to see how this one feels like.

Mostly going to read the room. Are people actually bullish or just positioned and hoping? It’s hard to get this one from a chart.

I got familiar with the faces at the last two conferences. Now I want to see how they handle the room — the conviction behind the deck, not just what's in it. And if a name I haven't come across yet catches my attention, even better.

Posting from the floor next week.

@THEMiningEvent