by ADRIAN FREDERICK MANZ Manz | Oct 7, 2025 | The Doctor's Dose
U.S. Banks Missed the Tricolor Warning Signs. Now Traders Are Watching the Fallout. TraderInsight • October 2025 • Financials, Risk, Credit What Happened Tricolor Auto Group — once hailed as a model for “social impact” lending — collapsed into Chapter 7 liquidation...
by ADRIAN FREDERICK MANZ Manz | Oct 6, 2025 | The Doctor's Dose
AMD OpenAI Partnership: What the Deal Means for AMD Stock TraderInsight • September 2025 • Chip Stocks, AI, Trading Shares of **AMD** ripped on Monday after the company announced a long-term deal to supply OpenAI with GPUs across a 6-gigawatt deployment. The **AMD...
by ADRIAN FREDERICK MANZ Manz | Oct 2, 2025 | The Doctor's Dose
AI Jobs Impact: What Yale and Brookings Say About Generative AI’s Effect on Employment TraderInsight • September 2025 • Labor, AI, Trading A new study from Yale University’s Budget Lab and the Brookings Institution finds that the AI jobs impact has been modest so far....
by ADRIAN FREDERICK MANZ Manz | Oct 2, 2025 | The Doctor's Dose
US Government Shutdown and Jobs Data Shock Markets: What Traders Should Watch TraderInsight • September 2025 • Macro, Jobs, Trading The US government shutdown and jobs data are rattling Wall Street. ADP reported a surprise loss of 32,000 private-sector jobs — the...
by ADRIAN FREDERICK MANZ Manz | Oct 1, 2025 | The Doctor's Dose
Caterpillar Stock Outlook: Rate Cuts, AI Power, and a Technical Setup TraderInsight • September 2025 • Industrials, AI, Rate Cuts After lagging earlier in the year, Caterpillar’s stock outlook has turned sharply higher. Shares are up 22% in the past three months...
by ADRIAN FREDERICK MANZ Manz | Sep 30, 2025 | The Doctor's Dose
Smarter Lot Sizing: How Scaling Into Trades Improves Consistency One of the most overlooked skills in trading is scaling into trades. Many traders either go all-in at their first entry point or wait too long, missing the best opportunities. But by learning how to...
by ADRIAN FREDERICK MANZ Manz | Sep 29, 2025 | The Doctor's Dose
The Psychology of Jumping the Gun in Trading A friend and fellow trader called me on Monday and asked me to look at the chart of Robin Hood (HOOD) and “explain why the short was losing money.” I responded as I have many times in the past: if it were me, I would be...
by ADRIAN FREDERICK MANZ Manz | Sep 29, 2025 | The Doctor's Dose
US Pharma Tariff Cap: Relief for Drugmakers Amid Trump’s Trade Moves TraderInsight • September 27, 2025 • Pharma, Policy, Tariffs The Trump administration will honour a US pharma tariff cap of 15% on imports from the EU and Japan — far below the 100% levy initially...
by ADRIAN FREDERICK MANZ Manz | Sep 28, 2025 | The Doctor's Dose
The U.S. soybean trade crisis: Market Shifts, Risks, and Opportunities The U.S. soybean trade crisis is deepening as China—historically the dominant buyer of American soybeans—has effectively halted imports just as the fall harvest ramps up. Government data indicate...
by ADRIAN FREDERICK MANZ Manz | Sep 27, 2025 | The Doctor's Dose
Nvidia AI Backstop: How $100 Billion Fuels the Next Leg of the Boom TraderInsight • September 2025 • NVDA, AI, Circular Financing Nvidia has turned its free cash flow machine into a war chest for AI. By acting as an Nvidia AI backstop, the company is funneling...
