so I'll simply state some basic things we can expect:
drug producers would not see the profits they currently see today. on the positive side for them, they could stop worrying about the fortunes they do aquire from being wiped out, but how often do you hear about farmers making fortunes?
every part of the supply chain will make less money. those who transport it, those who peddle it, those who store it. The sacrifice in earnings will be countered by an increase in stability by again, falling within the law.
Money spent on law enforcement could go down, but history shows that unlike private sector, government doesn't spend less money simply because they can, so I would asterisk this one.
Given the above, the end user can expect to spend less money on it, giving them more disposable income. I'm going to throw out the stereo type that pot users on the whole are at the low end of the wage scale, so I see this as a net boon to consumer spending patterns
As for how to eventually add up all the above, and claim a bubble will form from pot usage is something you have not articulated at all.