Research

While the goal of this newsletter is to be effectively a March-only report, as we put it together, it is...

With the current administration (and a few government-adjacent billionaires) calling the shots, the immediate and distant future of all government...

In recent (and distant) memory, there's been little to celebrate in publicly traded cannabis-land. We might speculate that investors in...

As has been the case for longer than we care to remember, most of the CRB equity market failed its...

In the third quarter of 2024, the cannabis licensing landscape across North America presented a mix of stability and strategic...

The last couple of years of cannabis equity performance (many downs, a few ups, and repeat) remind us of that...

The second quarter of 2024 revealed several notable trends in cannabis business licensing, reflecting both consolidation and growth in different...

Cannabis Equity Returns – The same old song What a letdown. On April 30, it had been more than 19...

If we called what happened in May 2024 a cannabis equities “mini-crash,” we might as well call June “the rebound...

In May 2024, investors in cannabis equities were watching yet another rerun of the same sorry episode, just as they...