Midday Update
August 19, 2026 · 7:04 PM UTC
Midday: Broad Strength as Risk Appetite Returns
Midday check-in on cannabis tape. Constructive macro with VIX subdued at 15.0, 10Y at 4.65%, S&P +0.3%, DXY -0.9%. Broad breadth across the 326-ticker cannabis universe — 25 advancing, 8 declining (76% up). Analyst consensus tilts bullish — 44 Buys, 6 Holds, 7 Sells. Widest implied upside: CRDL to $7.30 (+280%). Elevated short interest concentrated in CLVR at 17.2 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 →