In short: Same cannabis turn off a washed-out base on the rescheduling news.
Trulieve is another U.S. cannabis operator. Same trade as Tilray: a beaten-down sector turning up off a very low base on the rescheduling news.
29:08Finally, the regulatory wild card — reports that Trump is preparing to reclassify cannabis to schedule three. We saw a major volume spike in names like Tilray and Trulieve. Is the language concrete enough to sustain the move? When you're coming out of a vicious bear market — that's what we went through with oil names in 2020 and with Alibaba and Kweb in 2021-22 — we look for category-five capitulation selling. That's what we just went through with the cannabis names. Bombed-out village, nobody wants them. Year-end tax-loss selling. But the news out of the White House gets you that big move up — a 30% move last week, still trading way below 18-month levels. You want to be there for the turn; you can buy the dips in cannabis for the next 6-9 months.
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