Happy to have Alan Brochstein back! Thoughts on the recent rally (less about Bulls buying than Bears covering), political doubts and overall optimism. Valuations are low, but there's good news across the States. These stocks are really cheap. Mistake to assume margins will go down. Analyzing Canopy Growth (CGC), Curaleaf (CURLF), AYR Wellness (AYRWF), Ascend (AAWH) and more.