Midday Update
September 3, 2026 · 6:19 PM UTC
Midday: Mixed Breadth as Risk Appetite Returns
Midday check-in on cannabis tape. Constructive macro with VIX subdued at 14.5, 10Y at 4.75%, S&P +1.0%, DXY -0.7%. Mixed tape across the 326-ticker cannabis universe — 15 advancing, 18 declining (46% up). Analyst consensus tilts bullish — 44 Buys, 6 Holds, 7 Sells. Widest implied upside: CRDL to $8.50 (+307%). Elevated short interest concentrated in CLVR at 18.2 days-to-cover.
CIN TAKE
Macro tailwind and analyst conviction are aligning — this is the higher-hit-rate window for adding cannabis exposure. A broad-basket approach is defensible; sector beta is doing the work. Watch VIX and 10Y for the first signs the window is closing.
Signal Context
Macro - Sector - AnalystMacro
Opportunities
Analyst
State Markets
Terminal · 38 StatesNightly-refreshed retail sales, tax collections, licensee counts, and wholesale prices for every state-legal cannabis market. Browse all state market data →