RE:RE:Current thoughts:My problem with the US is trying to get a birds eye view of the entire market. I can read about individual companies, but seeing the playing field as a whole is a little difficult.
For ex. California has issued 5000 licences. A lot of those are temporary licences. From what I understand, the private players have more of the market. Is that holding? Are the publicly traded players taking more of that market? Is retail a good play given that the US govt doesn't run the stores?
Anyway, I'd really like to read any good industry as a whole articles if anyone has come across them. My small play was cannaroyalty and I thought the same sentiment, this is dead money and sold it and put it into can LPs. But now they are starting to do well.