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Is Verano the New Must Own Cannabis Stock

On December 15th, 2020, Verano Holdings, LLC announced it will be going public. But rather than completing an initial public…

The Bond Market vs Yield Curve Control: Who Blinks First

The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve…

How to Find the Next Wallstreetbets “YOLO” Stock

https://youtu.be/Yy3IZhqOhco?t=1850 At this point, many investors have heard of the Reddit channel Wallstreetbets (WSB). But if you haven’t, here’s what…

Aphria Offers Big Upside if the Tilray Deal Closes

WHAT IS MERGER ARBITRAGE? Simply put, merger arbitrage is when two companies plan to merge, and the stock price of…

Coming to America – Yield Curve Control

This column has tended to focus primarily on monetary policy as it relates to the trend in financial markets. But…

Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation

The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…

India is Starting a Cyclical Recover – Buy Indian Stocks

As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…

Locked & Lit: The Grizzle Cannabis Portfolio

The US cannabis industry is one of the most attractive growth sectors in the stock market for investors.  The industry…

Inflation is On the Horizon – Own Cyclical Stocks

The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,…