Opening Brief
August 31, 2026 · 3:06 PM UTC
Cannabis Opens Mixed Signals Across Sector
Neutral macro with VIX at 16.0, 10Y at 4.56%, S&P +0.4%. Selective strength across the 326-ticker cannabis universe — 13 advancing, 20 declining (39% up). Analyst consensus is mixed — 0 Buys, 0 Holds, 0 Sells.
CIN TAKE
Rangebound action continues with no macro edge to press. Position sizing should reflect the lack of directional clarity — smaller, catalyst-linked, and quick to reduce. Wait for either breadth expansion or a macro break before adding conviction.
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 →