JohnCM Investment Corner

[JohnCM]

So the UN is voting to reclassify from something that resembles schedule one. And we will have a congressional vote on legalizing marijuana BEFORE MJ is reclassified from schedule 0ne. The proposed stimulus package, approx 1.7B contains *pork* Banking Safe Act verbiage. Mexico on the verge of legalizing marijuana for multiple uses, with consumer and grower limits.

What do you see? A heckuva lot of momentum. A marijuana tsunami, headed to a town near you.

Ultimately ALL mid to large-cap Cannabis names will be an arbitrage play (see WORK, Salesforce.com, and Slack).

BIG TOBACC0
BIG LIQUOR
BID RETAIL
BIG NUTRITION
BIG PHARMA
BIG BEVERAGE