Hilary Kramer
Calling the Winner
Last year turned ugly for Big Weed investors as bad news spiraled across the industry in a classic demonstration of contagion out of control. Every headline fed back on all the stocks because Wall Street couldn’t tell the players apart. But here we are with a clear winner emerging. Investors seem to have figured out […]
Cannabis Corner: Illinois is Open
Recreational cannabis investing is all about the regulatory map that determines how many people can buy your favorite company’s products. That map turned a lot greener this week. Illinois just added 12 million people to the recreational map, or potentially 1.3 million cannabis consumers. And counting Canada, that brings the total “addressable market” of likely […]
When Larry Summers, Paul Gundlach and All The Other Bears Get It Wrong
Nobody wants to follow a broken game plan. That’s why it’s worth reviewing the accuracy of your own market forecasts as well as everyone else’s predictions from time to time. And the start of a new year presents the perfect opportunity to calibrate our sense of where Wall Street is headed. I’m pleased to say […]
What Happened to Tilray?
Hilary Kramer discusses the reasons behind Tilray’s fall from grace and analyzes why its stock is doing so poorly at the present moment.
Why Robert Shiller Can’t Figure Out This Rally
Hilary Kramer explains why Nobel laureate Robert Schiller cannot explain why the market seems to only be going upward.
Cannabis Corner: Winners and Losers
The divergence we highlighted last week in Big Cannabis continues. There are clear winners and losers in the group now. Over the past month, Canopy Growth Corp. (NYSE:CGC) and my personal favorite cultivator Aphria Inc. (NASDAQ:APHA) have rebounded a breathtaking 40 percent and 29 percent, respectively. They’re obvious winners. But Aurora Cannabis Inc. (NYSE:ACB) has […]