Truth Bomb

Keeping it real as we find our way.

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It’s a new day in the congressional waiting game as the U.S. House of Representatives took the first of several steps in their process to elect a Speaker and industry watchers obsessed about the implications of each and every headline.

We will segue to all things cannabis, digest the twisting turns of our market path, and delve into which stocks are best set-up for what’s to come, but first, some truth:

I love what I do. The ability to work in an industry I’m passionate about and meet the leading players/ taste the various products/ speculate on who'll emerge as the winners while helping/ advising clients, making introductions and advocating for federal and criminal justice reform—and actually walking that walk—is a blessing.

The fact that I get to write about it, which allows me to do something else I love, while at the same time collecting chapter + verse for the eventual book/ movie that’ll tell this wild tale one day (that nobody will ever believe is non-fiction) is a plus.

Next year will be 25 years of writing online in real-time, dating back to TheStreet.com in Y2K. That's a quarter century of sharing my streams of consciousness for immediate public synthesis; through the dot com bust and great financial crisis (+ the subsequent experiments); societal acrimony, social unrest and geopolitical conflict. All of it.

Why this walk down memory lane? In all that time, I have never been as befuddled as I find myself today. Nobody defended Al Qaeda after 9/11 or ISIS after Paris. But the day after the the worst slaughter of Jews since the Holocaust, pro-Hamas supporters marched across our streets, some waving swastikas; and twitter (X) was/ is worse.

Am Yisrael chai is a prayer for a united Jewish people to live together in safety, security and with unity and harmony. It isn’t anti-Palestine; it’s anti-Hamas, anti-terrorism and anti-genocide. It's the antithesis of decapitating Jewish babies or raping/ kidnapping Jewish teens/ elders.

I don't understand how there are 'two sides' to what is transpiring, or how the media ('freedom fighters') and our institutions of higher learning (Harvard et al) continue to normalize and equivocate, or why so many our 'celebrities' remain silent still.

Because it feels like #NeverAgain is happening now.

I didn't intend to write this, it just sorta came out and I promise to focus on market stuff below, including a deep-dive from a super source on the mechanics of MSOS and a roadmap for potential alpha bits/ relative beta from one of the better analysts.

All that + top stories + digestion of the Speaker race + more, just scroll down.

SPY 0.00%↑ QQQ 0.00%↑ IWM 0.00%↑ MSOS 0.00%↑ PT Notional: $86M

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