Gojo
248 posts


@MarijuanaMoment Immediate Repeal Risk: Idaho is one of the few states with no limit on how quickly the legislature can amend or repeal a voter-approved initiative. Given the current legislature's stance—which recently implemented a mandatory minimum $300 fine for simple possession
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Idaho Medical Marijuana Initiative Exceeds Statewide Signature Count To Make November Ballot, Campaign Reports: "We believe Idahoans deserve access to legal, compassionate, natural care right here at home."
marijuanamoment.net/idaho-medical-…
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@AMartinelliWA Immediate Repeal Risk: Idaho is one of the few states with no limit on how quickly the legislature can amend or repeal a voter-approved initiative. Given the current legislature's stance—which recently implemented a mandatory minimum $300 fine for simple possession
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An Idaho campaign to place medical marijuana legalization to a vote this November has collected over 73k signatures, topping the roughly 70k needed by April 30 to qualify for the ballot. The group will continue to collect to offset any that are invalid. themarijuanaherald.com/2026/03/idaho-…
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@ApMarketMaker @Cancinator1 the forest has been on fire and is ashes now
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@GojoInvests @Cancinator1 Don’t miss the forest for the trees.
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$TLRY $MSOS $CGC
NOBODY IS SELLING, DON’T BE FOOLED BULLS!! JUST SHORTS DESPERATELY DIGGING A DEEPER HOLE TRYING TO CREATE THE ILLUSION BY MAINTAINING 60% OFF-EXCHANGE TRADING WHILE INCREASING THEIR FTD COUNT!! NOW UP TO 9.59 DAYS TO COVER!! THE TOP IS ABOUT TO BLOW OFF 🌋

Cance@Cancinator1
$TLRY $MSOS $CGC I FEEL LIKE I’M DREAMING HERE 😂😂😂😂😂😂 SERRRRIOUSLY 🩳🩳? WTH ARE YOU THINKING??! *NOW 9.5 DAYS TO COVER AND HAVE TO MOVE 62% OFF-EXCHANGE TO DRIVE IT DOWN? GLUTTON FOR PUNISHMENT, BUNCH’A 🤡🤡🤡
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@Cancinator1 I started a big position in $MSOS today. I’ve owned $tlry $cgc $Cron for years though
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@GojoInvests Yes, but there's this still the dump at the end of day to look forward to.
I may buying more $msos only on Monday for this reason.
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A Vermont bill to double marijuana purchase and possession limits while allowing cannabis events and deliveries was approved today by both the Senate Committee on Finance and the Committee on Appropriations, sending it to the full Senate. themarijuanaherald.com/2026/03/vermon…
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@TheStreet @TheStreetPro
The Business Media Has Failed You
* Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out...
"So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else I can think of. With the possible exception of things like box scores and race results, there is no such thing as objective journalism. The phrase itself is a pompous contradiction in terms.”
― Hunter S. Thompson, Fear and Loathing
My comments below should be a familiar refrain for those that follow me on Twitter and elsewhere...
Hubert Humphrey once said, "Freedom is hammered out on the anvil of discussion, dissent, and debate." The same applies to the generation and display of ideas -- in this case, market, economic and company views/outlooks. They are best presented and hammered out in disputation.
The business media, especially Fin TV, has once again failed to properly serve their most important stakeholder - their viewers and readers.
Journalists best serve their constituents by providing balanced and objective reporting. It is especially important for the media to always inject a degree of skepticism. This is even more important when the tide is coming in and the salad days of bullishness (come euphoria) are upon us. The media should do so to prepare for the inevitable downturn in fundamentals, stock prices and investors' sentiment.
It is also important for journalists to remain independent of view and to not have personal relationships (or the desire to have access) with company managements to influence their views. (Salesforce ($CRM) , ServiceNow ($NOW) and Nvidia ($NVDA) come to mind!)
The business media has not provided this service. Instead, formulaic programming offers up the same (day after day) uber confident and non objective "talking heads" and their ever superficial "analysis" that is miles long but only inches deep (by practitioners who would never even qualify for interviews as analysts in any serious hedge fund and who never met a market they did not like) -- and, too often, are not supported by rigorous analysis or investment process.
My comments are not intended to be ad hominem, they are (like Meet The Press' Tim Russert was) fact based - taken from archived videos and interviews.
Without time stamps, guests and panelists in the business media are not held accountable. (Worse yet, they are too often filled with hubris).
Case in point, a panelist on CNBC's Halftime @HalftimeReport , who, in the last three years, has endorsed only three specific stocks as his foundational, "forever" and largest holdings - Alibaba ($BABA) , Moderna ($MRNA) and UnitedHealth ($UNH) :
* $BABA missed last night and the shares are -$7 overnight - the shares have receded from $192 to $128 (he has recommended all the way down - as recently as two weeks ago Trade Tracker: Steve Weiss buys more Alibaba )
* $MRNA dropped precipitously from $500 to a low of $22 (now $52)
* $UNH declined from $595 to $282
(I should note that in the case of Alibaba, the panelist berated the other panelists who purchased BABA due to the ownership structure in which you are not a shareholder but own an interest in an offshore vehicle! Then he bought near the top of the chart.)
Contrary views (read: bearish) are underemphasized or not delivered at all in a backdrop of giddiness and FOMO ("fear of missing out").
Discipline and assessment of downside risk relative to upside reward are nearly always abandoned as an extreme level of complacency is urged at just the time markets mature and overvalued equity prices peak (in a valuation promise of a new never ending bullish cycle and paradigm).
Geopolitical risks, extreme valuations and private equity/credit concerns - were risks that some of us ursine types have been warning about for twelve months. Yet these factors were given little discussion or weight in the media. It is only "after the horse left the barn" (when the problems have surfaced), that a proper discussion is permitted.
Memo to the business media:
There are some situations one simply cannot be neutral about, because when you are neutral you are an accomplice. Objectivity doesn't mean treating all sides equally. It means giving each side a hearing.
By Doug Kass Mar 19, 2026 7:40 AM EDT @dougkass @SeabreezeLP @V_arrell @TheDalesReport @SquawkCNBC @jimcramer @carlquintanilla @ScottWapnerCNBC @BeckyQuick @cnbcfastmoney @halftime @guyadami @saraeisen @pisani @Convertbond @LanceRoberts @KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @business @maddow @sruhle @msnbc @cnbc @SullyCNBC @WolfOfWeedST
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