by ADRIAN FREDERICK MANZ Manz | Aug 19, 2025 | The Doctor's Dose
A Tweak to Medicare is Good for Merck. But Can It Revive the Stock? Merck & Co. has found a small reprieve in Washington, but investors remain skeptical that it will meaningfully alter the company’s trajectory. A new tweak to Medicare’s drug price negotiation...
by ADRIAN FREDERICK MANZ Manz | Aug 19, 2025 | The Doctor's Dose
September Fed Rate Cut: Why Day Traders Should Prepare for a Hawkish Surprise Fed expectations vs. market reality The S&P 500, currently hovering above 6400, has rallied on expectations of a September Fed rate cut. Fed funds futures are pricing an 85% chance of a...
by ADRIAN FREDERICK MANZ Manz | Aug 18, 2025 | The Doctor's Dose
Intel Government Stake Talks and Day Trading Implications The Trump administration is reportedly considering a 10% equity stake in Intel (INTC), which would convert billions in CHIPS Act funding into ownership. The proposal underscores Washington’s deepening...
by ADRIAN FREDERICK MANZ Manz | Aug 18, 2025 | The Doctor's Dose
Retail Earnings, Tariffs, and Day Trading: Where the Real Risk Lies Why this week matters Headline numbers may look fine; the risk is guidance as retailers speak to the back half (B2S and holiday). Tariff pass-through is the swing factor: modest so far, but price...
by ADRIAN FREDERICK MANZ Manz | Aug 18, 2025 | The Doctor's Dose
Novo Nordisk Wegovy MASH approval: Why NVO is jumping—and how day traders can trade it Quick take Novo Nordisk shares pop after the FDA grants accelerated approval for Wegovy to treat MASH (metabolic dysfunction-associated steatohepatitis) with liver fibrosis in...
by ADRIAN FREDERICK MANZ Manz | Aug 18, 2025 | The Doctor's Dose
DeepSeek’s AI Model Delay and the Impact on Intraday Trading Opportunities China’s AI Ambitions Face Technical Headwinds The delay in the DeepSeek AI model underscores a significant challenge in Beijing’s push to reduce reliance on U.S. technology. The Chinese AI...
by ADRIAN FREDERICK MANZ Manz | Aug 17, 2025 | The Doctor's Dose
Weight-Loss Drug Stocks and Day Trading Opportunities Pharma’s Former Darling Turns Volatile The meteoric rise of weight-loss drug stocks such as Novo Nordisk and Eli Lilly was once seen as a safe haven in the pharmaceutical sector. Fueled by the popularity of GLP-1...
by ADRIAN FREDERICK MANZ Manz | Aug 15, 2025 | The Doctor's Dose
Big Tech AI Talent War: How Reverse Acquihires Could Reshape Silicon Valley The Big Tech AI talent war is pushing Microsoft, Meta, Google and others to pursue a new playbook—poach founders and core researchers, license the IP, and leave the startup shell behind. It’s...
by ADRIAN FREDERICK MANZ Manz | Aug 14, 2025 | The Doctor's Dose
Disney and Marvel Leaving Georgia: Intraday Stock Action & What It Means for Cleveland What Happened (and Why It Matters) Reports indicate Disney’s Marvel is shifting most big-budget productions away from Georgia and toward the United Kingdom, citing a better...
by ADRIAN FREDERICK MANZ Manz | Aug 13, 2025 | The Doctor's Dose
Trump’s Emerging Market Behavior: Is the US Beginning to Look Like Argentina? For decades, the United States has been the world’s benchmark for financial stability, transparency, and institutional independence. Yet in President Donald Trump’s second term, analysts and...
