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The daily audio brief for institutional cannabis investors. Trulieve moves, MSO earnings, distressed issuers, and the numbers behind the news. Five minutes, weekdays.

Episodes

  1. 12h ago

    Opening Bell — Tuesday, July 7, 2026

    Trulieve's NYSE debut triggered a seven-point-nine-five percent spike in Scotts Miracle-Gro on Tuesday but left peer multi-state operators flat or lower, exposing a liquidity gap that persists even after the first CSA-compliant uplist and suggesting the market views the approval as a one-off regulatory accommodation rather than a sector-wide green light. Read the full US brief for 2026-07-07.

    3 min

  2. 1d ago

    Opening Bell — Monday, July 6, 2026

    Cannabis traders face a bifurcated market into Monday's open: Trulieve's historic NYSE listing has turbocharged ancillary suppliers while leaving multi-state operators flat or lower, exposing a structural liquidity gap that persists even after the sector's first CSA-compliant uplist. Read the full US brief for 2026-07-06.

    3 min

  3. 1d ago

    Five Before the Bell — The Week Ahead: July 6, 2026

    Five Before the Bell — The Week Ahead is the CIN Newsroom's Sunday-morning look at the cannabis tape. Macro overview plus five actionable items for when the Monday bell rings. Debut episode. New Sunday show launches this week and drops every Sunday morning going forward, before US markets open. What we cover this week Trulieve NYSE dollar-volume watch — TRLV's senior-board debut is a structural liquidity event. Threshold to watch: sustained daily dollar volume above $15M and passive-index inclusion pipeline into the Russell 3000/2000. Curaleaf uplist trigger — Dual-class vote closed June 22. Press-release watch is live; a Curaleaf senior-board move would be the second US plant-touching name on a major exchange. Tier-1 margin durability — Spread between operators holding gross margin above 45% and the cohort below 30% is widening. Watch which names defend price and which cut to hold share. Distressed cohort as leading indicator — 232 of 481 tracked issuers (48% of the tape) are distressed. When one prints an unusual bid pattern, it is a re-rating signal — not a bottom call. Ancillary / supply-chain reads — Urban-Gro (URBN) and other ancillary suppliers move on cultivation capex before MSO headlines land. Order-book signal, not sentiment. Macro block Trulieve (TRLV) senior-board debut on NYSE June 10 — first US plant-touching MSO ever on a major exchange. DEA rescheduling hearing opened June 29 — administrative-law-judge phase. Russell 3000/2000 reconstitution scheduled June 2027 with ~$10T in passive assets tracking the indexes. Universe: 481 issuers tracked, 232 live-quoting, 232 distressed. Sources: PR Newswire, Cassels, CannIntel, AdvisorShares, SEC filings, Stock Titan. Read the daily briefs at cin-newsroom.pplx.app — the newsroom pulls its tape from the CanIDeal commodities terminal.

    5 min
  • 3 Episodes

About

The daily audio brief for institutional cannabis investors. Trulieve moves, MSO earnings, distressed issuers, and the numbers behind the news. Five minutes, weekdays.

Information

  • Creator
    Cannabis Investor News
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Cannabis Investor News
  • Show Website
    CIN Newsroom