@HappyBurner88 Agree. I think it's about timing. How long until it gets to be next on the list. And can that happen before the midterms?

@JohnHam26170822 His comments are not in line with Trump and I think he will be more focused on bigger priorities. Collins at VA could be helpful.

@MassiveSpeck There is sufficient uncertainty that bulls and bears can both make a reasoned case. Since we're not experts in this, we make the best assertion possible with the info and research we do.

@jesseredmond Got together with @srg444 (Scott) a couple of weeks ago. Wealth of knowledge and a great guy! Look forward to the discussion.

Excited for this discussion. @GretchenGailey brings it.

Meeting investors today. Love telling the NewLake story.

What I'm watching this week: 1) RFK Conf Hrng-any guidance on Cann Policy 2) Fed meeting this week-No cut, but commentary will be in focus 3)Debanking to gain real momentum? seems like it is but let's hope it stays tied to SAFE and doesn't become standalone.

What I'm watching this week: 1)Yields-Friday's surprise jobs report has exacerbated the run up in yields, the result is higher cost of capital. With so much debt needing to reprice in the next 12-18 months, this could be an issue if risk premiums don't come down for the industry. 2) run up to ALJ hearing-any more rulings from Judge Mulrooney?; 3) ruling in Canna Provisions-5 wks since oral arguments - sooner the better to petition the SC to hear the case

Welcome to 2025! What I’m watching this week: Fed speakers Waller and Bowman – trying to get a read on pause in rate cuts; beginning of Dry January and impact on the industry; Quiet before the ALJ hearing storm...

Thrilled to have Dina join our Board of Directors!!

There is a $30Bn U.S. industry with 450,000 U.S. employees locked out of the U.S. capital markets. Investors can’t get custody and company’s can’t get access to major stock exchanges. States and the federal government earn billions in taxes from this industry. Help unlock the state-legal cannabis industry from unfair restrictions driven by the difference between state and federal laws.

Will def be more than 1 day since ALJ provided 90 min of testimony for each witness, with 20min cross exam, as well as a 10 min intro and option for 10 min summarization. He also talked about some witnesses testifying during a second week. I heard ALJ say at the beginning he was targeting the week of Jan 13th to start but will rule on it shortly. I'm no scribe but that's what I recall from watching it.

What I'm watching this week: 1) ALJ for any clues as to timing of Resch hearings; 2) Oral arguments in Canna provisions case Thursday; 3) tone of industry at MJBiz this week - hope to see many of you there!

@elonmusk the SAFE Banking bill has language in Section 10 to address this issue. Let’s get it done. @repblumenauer @SteveDaines @RepDaveJoyce #SAFEAct

What I’m watching this week: it’s been a busy month with elections, ballot initiatives, earnings and cabinet appointments! In this holiday-shortened week, Wednesday’s PCE will be important for the Fed’s December decision. If it comes in hot, they may choose to pause the next rate cut. Cost of capital backed up over the last couple of months and may not improve much in 2025, but I’ll have more on that in a few weeks. Happy Thanksgiving.

MUST WATCH exchange between Matt Gaetz and Anne Milgram on rescheduling cannabis. $MSOS

In other news...The Fed lowered interest rates again by 25 basis points. Good for short term cost of capital but the steepening curve will limit benefits long term.

What I see coming out of election day is that medical cannabis won and has strong majorities across the political landscape. However, there is work to be done for freedom of choice on adult use in the more conservative districts. The support for medical cannabis can only help the rescheduling process. I know it's an administrative process but becomes politically difficult to reject the HHS recommendation. Onward my friends....