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Built by a former cannabis regulator, Policy, Decoded is your high-signal daily briefing for operators, investors, and policymakers navigating the collision of law, regulation, and business.
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While you were navigating Monday's market volatility, President Trump transformed cannabis policy speculation into presidential accountability with his commitment to review marijuana rescheduling "over the next few weeks." The announcement followed Friday's Wall Street Journal report that Trump told $1M-a-plate donors at his Bedminster golf club he was considering reclassification, sending cannabis stocks surging 12-22% even as conservative opposition immediately emerged from within his own coalition. Trump ally Charlie Kirk posted "I hope this doesn't happen" because "everything already smells like weed," exposing fundamental tensions between Trump's populist base and his campaign promises to younger voters. Meanwhile, our analysis reveals how the federal review coincides with industry fundamentals deteriorating rapidly, with only 27% of operators profitable under crushing 280E tax burdens, state cannabis revenues collapsing across mature markets, and international crackdowns like Italy's authoritarian enforcement demonstrating how quickly regulatory environments can weaponize against compliant businesses.
🎯 Prepare for either outcome.
📊 Position for tax optimization.
📬 Alert your compliance team.
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