FR Research

Spent nearly 8 years at a generalist L/S global equity focused HF, now trading my own account.

Not investment advice, Tweets are my opinion.

[FR Research @FR_Research1]

@ScaryTerryWeed @V_arrell Same here, thought it was an issue on my end

[FR Research @FR_Research1]

@jesseredmond Spot on. Makes me giggle when 280E removal is called a "tax break"...you mean a tax scheme in-line with the rest of corporate America instead of deciding to tax the industry on gross margin? Sure, I guess that's "a tax break" 😂

[FR Research @FR_Research1]

@RapidResponse47 @POTUS Common sense reform, love it!!

[FR Research @FR_Research1]

Nice op-ed @cantripguy, and well said: "we need federally legal cannabis; until now, that has been hemp. I propose we make the words marijuana and hemp obsolete and have one unified system for one plant, and I believe we can do this."

$MSOS

[Feel Good Drinks Guy @feelgoodbevsguy]

Im telling you people really do underestimate the value of public pressure over lobbying influence. Its self defeating because people are told their voices dont matter, so they dont contact their reps, and so their voice is never heard at all.

[FR Research @FR_Research1]

@jfberke The louder everyone is now that this issue has attention/backlash the better for sure

[FR Research @FR_Research1]

$MSOS and hemp crowd, think for a minute (I know thinking is hard in this sector):

• The hemp-intoxicant loophole maybe isn’t closing — Congress gave it a 12-month glide path.
• The same bill gives FDA 90 days to publish a list of all naturally occurring THC-class cannabinoids.
• If the goal was truly “kill all THC,” why give a year runway and order FDA to define what’s naturally occurring vs. synthetic?
• And for the “Trump only pretended to be pro-weed” during an election year crowd — does it track that his administration would nuke THC into midterms?

Let’s try logic (also hard):

• The administration isn’t trying to kill THC. They’re shutting down the synthetic slop that’s exploded nationwide.
– Bondi’s raids this year make the point: they’re hitting “hemp” vape shops selling synthetics, and repeatedly saying these are illegal marijuana products.
– If the goal were killing THC, they’d be raiding state-regulated dispensaries, not gas stations.
• Rescheduling gives political and bureaucratic cover to “study” THC.
– Yes, everyone sane knows the science exists.
– But DC doesn’t do “no-brainers.” Everything gets litigated through incrementalism.
• You reschedule cannabis → FDA publishes the list of known naturally occurring cannabinoids → now the federal government finally has the scientific scaffolding to regulate all THC uniformly.
• I don’t think the Trump administration wants federal legalization. But I also don’t think they want to kill THC.
– The 2018 Farm Bill accidentally normalized THC consumption.
– Tens of millions of Americans now use THC products. There’s no political path to reversing that.

So what’s the actual endgame?
• After the “study phase,” the administration can roll out a federal framework that lets states legalize naturally derived THC (regardless of whether it comes from hemp or marijuana). Think States Reform Act 2.0.
• This reframes the issue as states’ rights — exactly the framing Trump used when asked about Amendment 3 in Florida.
• The administration isn’t “legalizing marijuana.” They’re “regulating a product already legal in 40+ states” and giving states a standardized federal overlay.

That’s the logical path. And it makes far more sense than the idea that they’d intentionally wipe out THC during an election cycle.

[FR Research @FR_Research1]

@HenryLuMencken Yeah, should’ve made that wording distinction.

Still glad to see voices like this speaking up — the cannabinoid debate is shifting from “give us access” to “you’re taking away our access.” That second frame is a much stronger platform for reform

[FR Research @FR_Research1]

This is well said and should be amplified

[VFW National HQ @VFWHQ]

VFW to Congress: Keep supporting solid scientific research into hemp-derived cannabinoids. These could offer a real alternative to the heavy prescription drugs so many of our veterans are given for PTSD, anxiety, pain, and sleep problems. https://t.co/qHThm44mT0

@SpeakerJohnson ⎸ @LeaderJohnThune ⎸ @RepJeffries
@VFW_OfficeDC ⎸ @GruntStyleFdn ⎸ @IWnational

#VFW #PTSD #Veterans #StrongerTogether #NoMoreDeadFriends

[FR Research @FR_Research1]

@V_arrell Very valid. I give them credit for at least citing "cannabis users" in the PTSD study, but point taken on the wording

[Feel Good Drinks Guy @feelgoodbevsguy]

I've been on the phone with leaders across hemp and marijuana all week. There is an excitement to what this moment means, but the details on a Congressional vehicle are not yet done.

What can you do while we work on getting a bill before Congress? ⬇️

1. Find your Senators and Reps. Google will work for this or ChatGPT

2. Reach out to them and introduce yourself. Be polite and tell them what hemp means to you. Tell them you look forward to finding a reasonable resolution to maintaining access to natural cannabinoids for adults.

3. If you're in the industry or knowledgeable, offer yourself as a resource. If you're not, fell free to offer me or ask them to connect with the US Hemp Roundtable for a source of clear information.

4. Build the relationship! Your reps work for you but they work harder when they know you! Be nice, be charming, and they'll be inclined to listen.

Its not as scary as it sounds. Congresspeople get a bad rap but they are still people and can be engaged with!

[FR Research @FR_Research1]

@BCobblaw

[FR Research @FR_Research1]

@SavingPlants 🤣critical thinking...CAN NOT COMPUTE...MUST BE GPT, SYSTEM OVERLOAD!

"If you do not like this content, plz text "STOP" to opt out of future messages from our automated weed news delivery system! "

[FR Research @FR_Research1]

Totally fair. And I’m with you on Congressional inertia — especially on cannabis, where you’re still dealing with 50+ years of misguided stigma.

What I do think has changed (and your category is a big part of it) is that THC has gone mainstream. This isn’t “stoner culture” anymore — it’s soccer moms with seltzers, veterans using gummies for sleep, and a broad consumer base that didn’t exist even five years ago.

Cannabis isn’t popular enough to win an election on its own, but you can absolutely lose votes by taking it away from millions of people who already use it. Hard to imagine anyone choosing that fight heading into midterms, but time will tell.

[FR Research @FR_Research1]

@grahamfarrar Thank you, I appreciate the read!

Unrelated, but really enjoying watching everything you guys are building. Hat tip to the time capsule video as well, well done.

[FR Research @FR_Research1]

@HanfTicker @Bangers Thanks for making it through all 37 pages of the tweet/X/rant/whatever we call it now 🤣

[FR Research @FR_Research1]

@V_arrell Thank you sir, I appreciate it. Kudos for making it through the novel 😂

[FR Research @FR_Research1]

@chaka23121 Trump personally - probably not. But you're out of your mind if you think his team did not review every second of a 3-minute long video produced by an outside party. Especially not a video taking a position on an arguably contentious topic for his party

[FR Research @FR_Research1]

$MSOS Here’s another nugget to consider – go rewatch the Trump endocannabinoid video starting around the 1:40 mark-onwards. Discusses the healthcare cost saving potential from incorporating cannabis and CBD while simultaneously noting there “are no FDA standards for what is already in the market today”.

Now congress is asking for the FDA to publish a list of all naturally occurring THC-class cannabinoids.

Is this really that hard to see?

https://t.co/7iBdimU57a

[FR Research @FR_Research1]

@jasonpowell00 @OTCExpert101 Language in the CR discussing the "hemp ban" mandates the FDA publish a list of all naturally occurring cannabinoids within 90 days

[FR Research @FR_Research1]

@OTCExpert101