Global equity markets were up 0.1% on average last week (up 0.2% in the prior week).
Valuations of gold producers were down 3% last week (down 2% in the prior week); base metal producers were down 2% as well (down 2% in the prior week as well).
Currently, the global MCAP of cryptos is US$1.01T, up 12% MoM, and down 22% YoY.
Currently, there are 3,345 retail cannabis stores in Canada, a decrease of one store WoW, due to one store closure in Ontario. We were surprised to see no store openings, as we believe Canada has room for another 1,700 stores. Although WoW volatility is not uncommon, we will closely monitor openings in the coming weeks to determine if the retail sector is experiencing a slowdown.