Derek Hwang
Materials & Mining Analyst
Articles 806
NASA Postpones Manned Artemis Moon Launch Due to Anticipated Cold Weather
Launch now anticipated no sooner than February 8 as preparations adjust to harsh temperatures at Cape Canaveral
NASA has rescheduled the inaugural crewed Artemis mission following the forecast of near-freezing conditions expected at the Florida launch site. The ...
Buy Molina on the Medicare Overreaction: A Tactical Dip Trade
CMS proposes flat Medicare Advantage 2027 increases; market sells insurers broadly — Molina's Medicaid-heavy mix looks mispriced.
Molina (MOH) fell with the rest of the insurer complex after CMS floated modest to flat Medicare Advantage payment guidance for 2027. That pain is con...
Humana's Stock Decline Amid Medicare Rate Proposals Presents Potential Value Entry Point
Sharp YTD Drop Pushes Humana's Valuation Metric Upward Despite Persistent Operational Challenges
Humana Inc. (NYSE:HUM) has experienced a pronounced stock price decline exceeding 26% this year, driven mainly by unexpectedly low Medicare Advantage ...
US-Canada Aircraft Certification Dispute Escalates with Tariff Threats and Revoked Approvals
Washington moves to block Canadian-built jets amidst ongoing certification conflicts with Canadian government
The United States government has announced the withdrawal of certification for all aircraft manufactured in Canada, including Bombardier's Global Expr...
Blackstone Reports Strong Revival in IPO and M&A Activity Indicative of Robust Deal Cycle Momentum
Global Transaction Volumes Surge with Notable Uptick in Sponsor Involvement and Market Liquidity
Blackstone Inc. reports a significant upturn in the dealmaking environment, highlighted by accelerating IPO and M&A activity, driven by sector reo...
Panama Supreme Court Declares Hong Kong Firm's Panama Canal Port Concession Unconstitutional
Landmark ruling intensifies geopolitical concerns over China's role in critical canal operations
Panama's Supreme Court has invalidated the concession granted to a Hong Kong-based subsidiary of CK Hutchison Holdings to operate ports at both ends o...
Democratic Election Officials Brace for Midterm Election Challenges Amid Federal Enforcement Actions
Heightened Concerns Over Potential Interference and Enforcement Impact Voting Processes
Democratic secretaries of state are intensifying preparations for possible disruptions during the upcoming midterm elections. Concerns have escalated ...
Maximizing Your 2026 Tax Refund: Strategic Approaches to Financial Health
Understanding the true nature of tax refunds and optimal ways to utilize them for long-term financial improvement
With tax season underway and the IRS now accepting 2025 tax year returns, many anticipate receiving refunds. It's important to recognize that a tax re...
FuboTV: Cheap, Volatile, and Priced For No Deal - Hulu Upside Not Reflected
Small-cap streaming trade — buy the rumor/optionality around Hulu synergy potential; size for volatility.
FuboTV (FUBO) trades at roughly $2.31 (01/29/2026) with an implied market cap near $790M and a stretched cost base. Recent corporate results show reve...
Public Storage: Buy the Slow Patch — High Cash Flow, Big Yield, Patient Upside
A defensive REIT with durable cash flow that offers an attractive entry during a temporary earnings soft patch
Public Storage (PSA) has hit a period of slower earnings growth, but the company still generates substantial operating cash, pays a reliable $3 quarte...