"We read between the lines, connect the dots & ask the probing questions ". Bear Stearns (II "All America" ranked team) , Cowen, First Union Sec
New York, NY
Joined December 2014
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BDO were the auditors for Glass House from Sept '26 - Nov '26 (just 3 months!). That has to be a record for the shortest engagement in modern history.
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Will the blue wave turn into the green wave?
Could Democrats Federally Legalize Marijuana With Their New Senate And House Majorities? - Marijuana Moment
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Does anyone really think that this won't get done?
themarijuanaherald.com/2026/…
The GreenWave retweeted
The DEA says a recent GAO report has “no bearing on the ultimate issue of whether marijuana should be transferred to Schedule III,” saying the report doesn't undermine the scientific basis for rescheduling and provides no justification for further delays. themarijuanaherald.com/2026/…
Average monthly spending on medical marijuana in Colorado is now at an all-time low of ~ $175, compared with ~ $444 during the COVID period. The sharp decline beginning in 2022 coincides with regulations that took effect on January 1, 2022, which significantly capped the quantity that medical-marijuana patients could purchase. Those new purchase limits appear to have been a major factor behind the drop in average monthly spending.
How much lower will it go? Is this a proxy for rec monthly spending?
#cannabis
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The GreenWave retweeted
Chinese Grow-House Owner Gets Six Months in Jail After Maine Raids Uncovered Black Market Cannabis, $40k Cash
DETAILS:
themainewire.com/2026/09/chi…
Ongoing efforts by law enforcement + elimination of hemp loophole = weakened illicit market = return to sales growth in regulated #cannabis markets = multiple expansion.
Georgia authorities intercept 1,800-pound marijuana shipment from California; sheriff warns of growing illegal market - CBS Atlanta cbsnews.com/atlanta/news/geo…
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Interesting moves here. One of the many benefits of Schedule III is that it opens the door to more research.
#MSOS
The DEA is considering applications from three companies involving the importation of tetrahydrocannabinols and the manufacture of marijuana and marijuana extracts, according to new Federal Register postings made today. themarijuanaherald.com/2026/…
The GreenWave retweeted
The DEA just told its own judge that Schedule I for marijuana is legally dead.
Not activists.
Not state AGs.
The DEA.
They admitted most use doesn’t endanger people, risks are lower than codeine and oxycodone, and medical use exists for at least three conditions.
I walked through the entire post-hearing brief so you don’t have to.
The DEA’s Shift on Marijuana: What You Need to Know youtu.be/iAocdDXW4h8?si=cbNp… via @YouTube
The GreenWave retweeted
Congress is reconsidering restrictions on intoxicating hemp, raising new questions about legal THC, workplace drug testing and impairment.
Here's what to know: forbes.com/sites/alonzomarti… (Photo: Getty Images)
Per Kim - there is a stay on the statute of limitations Re: $113 M IRS refund . May be when IRS issues its guidance but maybe not . Thought it may have been in Oct once the 2 years have passed.
Big week in Canna Land with many reporting Q2. Improved fundamentals, M&A announcements both anyone’s guess but one thing we do know is a lower tax provision - about time.
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Patient growth has clearly decelerated, in states that have transitioned to adult-use markets (i.e. Michigan, Colorado etc).
IMHO, adult-use consumption is likely to remain durable even if future regulatory changes shift the market back into a "medical" classification.
The key takeaway is that changes in market structure or labeling should not, by themselves, drive a meaningful decline in total revenue potential. The more important variables remain consumer demand, pricing trends, supply dynamics, and operator execution.
#MSOS
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