by ADRIAN FREDERICK MANZ Manz | Sep 16, 2025 | The Doctor's Dose
The Federal Reserve heads into this week’s policy meeting with a crowded agenda and a rare layer of political drama. On Wednesday, the FOMC will unveil its policy statement alongside fresh economic projections and the quarterly grid of rate expectations. Markets are...
by ADRIAN FREDERICK MANZ Manz | Sep 15, 2025 | The Doctor's Dose
Fed Rate Cut Trading Strategy: Stocks and Sectors to Watch The Fed is expected to cut rates by 1.5 percentage points over the next year. But not all cuts are bullish for all stocks. How the 2-year yield reacts will dictate whether traders lean into growth, cyclicals,...
by ADRIAN FREDERICK MANZ Manz | Sep 10, 2025 | The Doctor's Dose
Novo Nordisk Job Cuts: 9,000 Roles Axed as Pharma Giant Restructures September 10, 2025 • Healthcare, Pharma, Markets Danish drugmaker Novo Nordisk, maker of the blockbuster weight-loss drug Wegovy, is embarking on a major restructuring under new CEO Maziar Mike...
by ADRIAN FREDERICK MANZ Manz | Sep 10, 2025 | The Doctor's Dose
Lumber Prices Are Flashing a Warning Sign for the U.S. Economy TraderInsight • September 9, 2025 • Macro, Housing, Materials Lumber futures have fallen roughly a quarter from early August highs, even as major producers announce output cuts. In past cycles, this type...
by ADRIAN FREDERICK MANZ Manz | Sep 9, 2025 | The Doctor's Dose
Biotech’s Breakout: Trading XBI Leaders into Year-End Biotech just put up a statement week: the SPDR S&P Biotech ETF (XBI) gained 6% while the broader healthcare ETF (XLV) slipped ~0.8%. When this corner of the market leads, risk appetite is usually...
by ADRIAN FREDERICK MANZ Manz | Sep 4, 2025 | The Doctor's Dose
Broadcom Beats, Lands a New AI Customer — What It Means for Traders At a Glance Fiscal Q3 Revenue $15.95B (beat) Adj. EPS $1.69 (beat) Q4 Revenue Guide $17.4B (above consensus) AI Revenue Trend +63% YoY to ~$5.2B in Q3; mgmt sees further Q4 growth Stock Action Closed...
by ADRIAN FREDERICK MANZ Manz | Sep 4, 2025 | The Doctor's Dose
CDC Shake-Up Puts Vaccine Trades in Play Washington’s overhaul of the nation’s public-health apparatus is no longer background noise—it’s a live catalyst for vaccine names. This piece explains how CDC turmoil and vaccine stocks intersect with trading tactics you can...
by ADRIAN FREDERICK MANZ Manz | Sep 3, 2025 | The Doctor's Dose
Alphabet antitrust ruling sends shares to a record high A federal judge issued targeted remedies in the Google search case—no breakup, no ban on default-search payments—fueling a sharp rally in Alphabet and a relief pop in Apple. Updated September 3, 2025 Alphabet...
by ADRIAN FREDERICK MANZ Manz | Sep 3, 2025 | The Doctor's Dose
Trump Administration Locks Intel Into Foundry Business with Equity Stake The Trump administration has taken the unusual step of converting $8.9 billion in Chips Act manufacturing grants into a direct 10 per cent equity stake in Intel, a move designed to keep the...
by ADRIAN FREDERICK MANZ Manz | Sep 2, 2025 | The Doctor's Dose
Global End of De Minimis: Understanding U.S. tariffs on small packages The U.S. has begun charging duties on all inbound parcels—regardless of value—after suspending the long-standing de minimis waiver. Here’s what changed, why it happened, and how it affects...
