Category: Uncategorized

Now that I’ve listened to the conference call and thought a bit more about the quarterly update, here are things that I take away: Positives: Negatives: My take is the company is executing exceptionally well. They just turned on the biggest greenhouse cannabis production in all of US and after a few hiccups the operations…

Glass House just reported their quarterly numbers and they were monumental. The execution is splendid. The company is proving that they can grow cannabis at a large scale, a quality product, and at a super cheap production price. The cost of production dropped in Q3 to $134/pound. There is no way you can invest in…

For a long time I’ve been cutting back on most of the social media that I’ve been browsing. The only remaining social media site that I was frequently using was Twitter. Twitter is a great way to get the latest news and opinions of people you follow. Also some individuals that I don’t get to…

There is a quote in the Akre Focus Fund’s commentary that really stood out as to how to look at the current market. Today, with fear reigning supreme, cash is the investment of choice, while equities assume the mantle of most despised. Perfectly understandable—and thus to be resisted! Because whatever the timing of the eventual…

I stay away from focusing on macro but unless you can meditate for 24 hrs straight, inflation news is in front of your face. I saw a good take on today’s CPI data by Peter Berezin. It is worth taking a quick look.

An interview with Cory Booker where he discusses the president’s recent executive order on marijuana. Booker also says: So there’s a lot of folks who understand that we have to act on the federal level to do more than the president’s done, and I’m hopeful that this Congress, actually – in the lame duck after…

A huge day for cannabis today. President Biden signed an executive order pardoning those will prior federal marijuana possession offenses. The executive order also asked for a review of how marijuana is scheduled. The review of the scheduling is likely going to lead to some major changes for cannabis market in US. The market reacted…

Gower does an interview with Doc Jones about the results drilling at La Romanera. Gower is conservative so he didn’t talk about what they are seeing but it is clear La Romanera is going to be really really good. The company plans to get some holes drilled in El Cura in 2022. That will be…

Like I said, I look CNBC for my nightly humor. This is the stuff I’m talking about. Eric Johnston, Cantor Fitzgerald, joins CNBC to talk about how it is time for a bull market. Thats right it is time to load up. We are in a “V” market just crossing over to the start of…

I hope you got scared because that is what it was meant to do. Anywhere you look you will see headlines like these: “predicts a horrible economic crisis where everything will collapse.” Media sells. Sex sells. Fear sells. And catchy headlines are the bait to selling. I typically avoid headlines like these. Although I do…