Macro Mind, Micro Market

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Latest post8 Oct 2026


Titan Mining Corporation	Titan Mining (TII) Tracker #1: a lower valuation, a cheaper stock, and the Army terms	-	8 Oct 2026
Usio, Inc.	Three Ways to Be Wrong About a Microcap	-	21 Sept 2026
Tutor Perini Corporation	Three Ways to Be Wrong About a Microcap	-	21 Sept 2026
Dawson Geophysical Company	Three Ways to Be Wrong About a Microcap	-	21 Sept 2026
Koil Energy Solutions, Inc.	Three Ways to Be Wrong About a Microcap	-	21 Sept 2026
AleAnna, Inc.	AleAnna Is the Wrong Way to Own the European Gas Squeeze	-	13 Sept 2026
Titan Mining Corporation	Titan Mining (TII): America's first new graphite mine, attached to a zinc mine that pays for it	-	30 Aug 2026
TOYO Co., Ltd.	TOYO Tracker #3: $13,770 of Detained Cargo, and a Frozen Order Book	-	19 Aug 2026
Blue Dolphin Energy Company	BDCO Q2 Scorecard: A Forecast Miss and a Better Balance Sheet	-	16 Aug 2026
Dawson Geophysical Company	DWSN Tracker: Q1 Margins Did Not Repeat	-	15 Aug 2026
T1 Energy Inc.	TOYO Tracker #2: One Policy, Opposite Signs	-	7 Aug 2026
TOYO Co., Ltd.	TOYO Tracker #2: One Policy, Opposite Signs	-	7 Aug 2026