Cannabis Rescheduling Update: DEA Hearing Reveals Deep Industry Divisions
By Sheeba M. | March 31, 2026 Cannabis Rescheduling Update: DEA Hearing Reveals Deep Industry Divisions TL;DR: The DEA’s administrative hearing on cannabis rescheduling wrapped last week with unexpected fault lines: large MSOs and banking interests want full descheduling, while law enforcement and some state regulators argue for continued federal oversight. The final rule is […]
Beyond Banking: How SAFE Act Reform Would Reshape Cannabis Capital Markets
By Sheeba M. | March 31, 2026 Beyond Banking: How SAFE Act Reform Would Reshape Cannabis Capital Markets TL;DR: The SAFE Banking Act’s latest Senate push isn’t just about deposit access — passage would fundamentally reshape how cannabis companies raise capital, attract institutional investors, and eventually access public equity markets. When cannabis investors talk about […]
Cannabis Earnings Preview: What to Expect From Major MSOs This Quarter
By Sheeba M. | March 31, 2026 Cannabis Earnings Preview: What to Expect From Major MSOs This Quarter TL;DR: Q1 2026 earnings season kicks off with Green Thumb and Curaleaf reporting next week — revenue growth is expected, but the real story is EBITDA margins and whether operators can finally show consistent profitability. Cannabis earnings […]
Cannabis M&A Consolidation: The Deal Pace That Should Worry You
By Sheeba M. | March 30, 2026 Cannabis M&A Consolidation: The Deal Pace That Should Worry You TL;DR: Cannabis M&A is accelerating but for the wrong reasons — distressed assets, forced sellers, and strategic retreats are dominating the deal flow. That is not a healthy consolidation wave. It is a clearance sale dressed up as […]
Cannabis Earnings Preview: Q1 2026 — What to Watch as MSOs Report
By Sheeba M. | March 30, 2026 Cannabis Earnings Preview: Q1 2026 — What to Watch as MSOs Report TL;DR: Q1 2026 cannabis earnings season kicks off soon. Watch GTBIF and OGI for margin recovery signals amid continued wholesale price pressure — the numbers will tell us whether recent cost cuts are actually working. The […]
Cannabis M&A in 2026: Why the Consolidation Wave Is Just Getting Started
By Sheeba M. | March 30, 2026 Cannabis M&A in 2026: Why the Consolidation Wave Is Just Getting Started TL;DR: Vireo Growth just became the 7th largest MSO by revenue. But the consolidation wave isn’t slowing — it’s accelerating. With capital scarce and valuations compressed, 2026 is shaping up to be the year MSOs buy […]
Cannabis Price Compression: Why Wholesale Flower Prices Keep Falling
By Sheeba M. | March 30, 2026 Cannabis Price Compression: Why Wholesale Flower Prices Keep Falling TL;DR: Illinois wholesale cannabis prices just hit an all-time low. Across the U.S., flower oversupply is compressing margins for MSOs and craft growers alike. Here’s what’s driving it — and which operators are still making money anyway. If you […]
SAFE Banking Act 2026: The Bill That Won’t Die — and What It Means for Your Portfolio
By Sheeba M. | March 30, 2026 SAFE Banking Act 2026: The Bill That Won’t Die — and What It Means for Your Portfolio TL;DR: The SAFE Banking Act has cleared another hurdle in 2026 — this time as a standalone vote. For cannabis investors, the implications go beyond banking: passage would signal Congress can […]
US MSOs vs. Canadian LPs: The Great Cannabis Portfolio Divergence of 2026
By Sheeba M. | March 30, 2026 US MSOs vs. Canadian LPs: The Great Cannabis Portfolio Divergence of 2026 TL;DR: Post-rescheduling, US multi-state operators and Canadian licensed producers are telling completely different investment stories. One group is accessing capital markets freely; the other is fighting for survival. Here’s how to position your portfolio. For most […]
Cannabis REIT Play: Where the Infrastructure Money Is Flowing
By Sheeba M. | March 27, 2026 Cannabis REIT Play: Where the Infrastructure Money Is Flowing TL;DR: As MSOs shed real estate to improve balance sheets, cannabis-focused REITs are scooping up cultivation and retail assets—and getting rent payments backed by a growing industry. Ironically, some of the most interesting cannabis investment plays aren’t cannabis companies […]