top of page
The Feed


Now That Cannabis Has Been Rescheduled
Yesterday's news was as expected, with President Trump issuing an Executive Order that moves cannabis rescheduling further along. If you ask ChatGPT, you will "learn" that it has been rescheduled: Chat GPT suggests that the action has already rescheduled cannabis, but I don't think that it has. I visited the DEA website, and it is still listed currently as Schedule I. There is no news about the EO at all. Attorney General Pam Bondi, who is not a fan of cannabis from what I c
Dec 19, 20253 min read


MSOS: How Low It Could Go
I discussed t he crash of MSOS again on 11/18, when it closed at $3.16, and it has rebounded to $3.89. Clearly, it is highly volatile! I discussed why it was crashing and how low it could go and shared some good alternatives. Today, I want to discuss the current holdings, the bounce, the acceleration of redemptions of the ETF, and my updated view on the potential downside. MSOS Is Extremely Concentrated In Its Holdings and Is Leveraged AdvisorShares does a great job of updat
Dec 7, 20256 min read


MSOS Did Crash
When I wrote about MSOS here on 10/19, I explained why it was plunging . It had closed at $4.76 on 10/17, and today it closed at $3.16, down 33.6%. MSOS is now down 17.1% in 2025 after collapsing last year. The New Cannabis Ventures Global Cannabis Stock Index, which closed today at 5.91, is down 14.1%, which is down less than MSOS. Why MSOS Is Crashing MSOS started running up when Q3 began. Looking at it since 6/30, it has increased a lot, even after the sharp pullback recen
Nov 18, 20253 min read


MSOS Is Plunging - Here Is Why
On September 1, Labor Day, I posted that MSOS could plunge. While it did move up from that $5.57 level on 8/29, the end of August, it is now 4.76, down 14.5%. In August, it rallied 96.8%. Even after the retreat, it is up 24.9% year-to-date. This is much better than the overall cannabis sector as measured by the New Cannabis Ventures Global Cannabis Stock Index, which has gained 5.1% so far in 2025. It has declined a lot less than MSOS since the end of August, down just 6.6%.
Oct 19, 20254 min read


Cannabis Stocks Still Look at Risk
I shared an update here in August, written more than a week after the news came out about potential cannabis rescheduling , warning about...
Sep 14, 20254 min read


MSOS Could Plunge
When I last wrote about the AdvisorShares Pure US Cannabis ETF (MSOS) in April, right after the stock market had plunged due to concerns...
Sep 1, 20255 min read


I Like These Cannabis Stocks
Cannabis stocks have soared, and I am cautious. Yes, rescheduling could go through, and, yes, it could make things much better for the...
Aug 24, 20255 min read


Avoid These Really Dangerous Cannabis Stocks
I have been following cannabis stocks since early 2013 and work full-time in the industry, running 420 Investor, New Cannabis Ventures...
Aug 20, 20253 min read


Glass House Farms Dims View
I wrote about Glass House Farms (GLASF) in mid-July, right after the ICE raid, explaining why I did not like it at the lower price....
Aug 14, 20253 min read


Why I Do Not Like the Stock of Glass House Brands
Glass House Brands (GLASF) is up a lot over the past couple of years, but it tanked recently after a raid by ICE last week. I have been...
Jul 16, 20258 min read


A Terrible Way to Invest in Cannabis
Cannabis stocks are in a huge bear market that is more than 4 years old. I have been following this industry for more than 13 years...
Apr 13, 20255 min read


Cannabis Stocks Explode Higher to Begin 2025
I am very bullish on cannabis stocks, but investors should be patient and not expect 4% gains every day.
Jan 3, 20253 min read


Cannabis Stocks Were Crushed by the Elections
I have never had Florida legalization as part of the bull market. It is all about 280E taxation going away.
Nov 6, 20244 min read


Cannabis Stocks Are Priced More Correctly
I wrote on May 22nd here that perhaps it is time to buy cannabis stocks, which have been in a huge bear market since early 2021. I am not...
Jun 7, 20242 min read
bottom of page