Derek Hwang

Derek Hwang

Materials & Mining Analyst

Materials and mining analyst focused on copper, lithium, and specialty chemicals. Former commodities strategist tracking supply curves, cost positions, and project pipelines. Connects macro demand drivers with company-level execution, permitting risk, and return on invested capital.

Articles 806

Feb 4, 2026 Trade Ideas

Unilever/’Magnum’ Moment: Buy the Consumer Staple Story as Ice Cream Value Unlocks

Magnum’s carve-out and improved cash profile are the reason to pay up for Unilever today — actionable long trade with entry, stops and targets.

Unilever (UL) is trading around $70.90 on 02/04/2026 after a recent run. The market is grappling with the Magnum Ice Cream Company spin activity (IPO ...

Trade Idea Long
Analyzing Historical Trends: What S&P 500 Performance Suggests About the Market in 2026
Feb 4, 2026 Finance

Analyzing Historical Trends: What S&P 500 Performance Suggests About the Market in 2026

Examining the S&P 500’s Pattern Around U.S. Midterm Elections and Implications for Investors

The S&P 500 experienced three consecutive years of significant gains from 2023 through 2025, a rare occurrence since 1926. Historical data indicates t...

Feb 4, 2026 Finance

DraftKings Shares Bounce Back After Landing at Yearly Lows Amid Regulatory and Competitive Challenges

Stock Shows Volatility as Regulatory Changes and Market Competition Impact Investor Sentiment

DraftKings Inc. saw its stock reach a 52-week low before rebounding in early trading sessions. The company faces regulatory pressures from the Commodi...

Navigating the Challenges Ahead: What Disney’s Incoming CEO Faces
Feb 4, 2026 Business News

Navigating the Challenges Ahead: What Disney’s Incoming CEO Faces

As Josh D’Amaro prepares to lead Disney, significant industry shifts and company-specific hurdles await his stewardship

Disney has reported a robust quarter with profitable streaming platforms and record theme park revenues, yet the company’s stock saw a decline, refl...

Feb 4, 2026 Finance

TotalEnergies and Tikehau Capital Collaborate to Advance Urban EV Charging Networks in Benelux

New Joint Investment Platform to Enhance Public Electric Vehicle Infrastructure in Belgium and the Netherlands

TotalEnergies has partnered with Tikehau Capital to form a joint investment platform focused on expanding electric vehicle (EV) charging infrastructur...

Feb 4, 2026 Finance

Sunation Energy Shares Jump Nearly 50% After Retiring Significant Long-Term Debt

Strategic debt reduction boosts cash flow and shifts focus to core priorities at Sunation Energy

Sunation Energy Inc.'s stock rallied almost 50% in after-hours trading following the company's announcement of settling $1.1 million in remaining long...

Trump Proposes Monumental Arch in Washington, D.C., Revisiting a Questioned Historical Claim
Feb 4, 2026 News & Politics

Trump Proposes Monumental Arch in Washington, D.C., Revisiting a Questioned Historical Claim

President advocates building a grand arch near Lincoln Memorial, citing century-old wishes for such a monument, while historical records challenge his assertions.

President Donald Trump has proposed the construction of a large arch adjacent to the Lincoln Memorial in Washington, D.C., asserting that there has be...

Legal Action Targets Federal Halt of Hudson River Rail Tunnel Funding
Feb 3, 2026 News & Politics

Legal Action Targets Federal Halt of Hudson River Rail Tunnel Funding

New York and New Jersey Seek Immediate Unblocking of $16 Billion for Critical Infrastructure Project

In a move affecting a vital transportation corridor, New York and New Jersey have initiated legal proceedings against the federal government to contes...

US-Mexico War Narrative Under Scrutiny Amid Contemporary Political Context
Feb 3, 2026 News & Politics

US-Mexico War Narrative Under Scrutiny Amid Contemporary Political Context

Experts contest official US government statement linking 1846-48 conflict to modern Latin American policies

A recent White House statement commemorating the US-Mexico War has drawn criticism from historians and analysts who argue it presents a distorted hist...

Feb 3, 2026 Finance

Take-Two Interactive Delivers Strong Q3 Earnings and Raises Outlook Ahead of Grand Theft Auto VI Launch

Robust revenue growth and net bookings signal promising financial trajectory for gaming giant

Take-Two Interactive Software, Inc. reported impressive third-quarter earnings surpassing analyst expectations on revenue and earnings per share. The ...