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

India Confirms Control Over Nipah Virus Cases Amid Regional Health Precautions
Jan 28, 2026 News & Politics

India Confirms Control Over Nipah Virus Cases Amid Regional Health Precautions

Authorities in India contain Nipah virus outbreak with two cases in West Bengal; regional neighbors enhance health screenings at borders

India has reported containment of a Nipah virus outbreak with two confirmed cases in West Bengal. The government has quarantined all contacts and main...

Jan 28, 2026 Trade Ideas

Toll Brothers: Durable Cash Flow, Clean Balance Sheet - A Long with Defined Risk

Quality fundamentals and an improving operational mix give Toll (TOL) room to outperform even if housing demand softens

Toll Brothers (TOL) is a large luxury and 'affordable luxury' homebuilder with a strong recent cash-flow profile, conservative balance sheet and a ste...

Trade Idea Long
Rare Labor Market Signal Emerges, Historically Preceding U.S. Recessions
Jan 28, 2026 Finance

Rare Labor Market Signal Emerges, Historically Preceding U.S. Recessions

Labor Data Shows Conditions Unseen in 15 Years, Aligning With Previous Economic Downturns

The U.S. labor market has recently exhibited a noteworthy and infrequent pattern where three negative monthly payroll changes occurred in seven months...

Kustom Entertainment Advances Strategic Focus Following Video Division Sale Agreement
Jan 27, 2026 Finance

Kustom Entertainment Advances Strategic Focus Following Video Division Sale Agreement

Shares Surge Over 40% After Market on Planned Divestment to Cycurion

Kustom Entertainment Inc. announced a non-binding memorandum of understanding to sell its video solutions unit to Cycurion Inc., valued between $6 mil...

Jan 27, 2026 Finance

Clover Health Faces Market Pressure Amidst CMS Rate Freeze and UnitedHealth Earnings

Medicare Advantage payment proposals and sector earnings weigh on Clover Health’s stock trajectory

Shares of Clover Health Investments Corp have experienced a decline following the Centers for Medicare & Medicaid Services' (CMS) proposed flat Medica...

Jan 27, 2026 Finance

Bitcoin Poised for Potential Volatility Ahead of FOMC Policy Announcement

Market participants anticipate heightened fluctuations and assess risks as Federal Reserve meeting approaches

Bitcoin trading remains confined near $88,000 as investors prepare for possible instability linked to the upcoming Federal Open Market Committee (FOMC...

Elon Musk Frames SpaceX’s Mission as Realizing Star Trek’s Vision with Vast Interstellar Exploration
Jan 27, 2026 Finance

Elon Musk Frames SpaceX’s Mission as Realizing Star Trek’s Vision with Vast Interstellar Exploration

At SpaceX’s Starbase, Musk emphasizes transforming science fiction into tangible human space travel and interstellar adventure

During a recent event at SpaceX's Starbase in Texas, Elon Musk articulated a profound vision for the company—beyond Mars colonization and satellite ...

Jan 27, 2026 Trade Ideas

Boeing’s Win-Lose Quarter: Order Beats, Delivery Headwinds and a Trade with Tight Risk Controls

Revenue beats mask cash and delivery execution questions - short-term trade idea that leans bullish but guarded.

Boeing reported a revenue beat for Q4 (01/27/2026) even as GAAP earnings remained deeply negative. Orders momentum and defense contract flow are real ...

Trade Idea Long
Boeing Registers Significant Profits, Signaling Potential Stabilization
Jan 27, 2026 Business News

Boeing Registers Significant Profits, Signaling Potential Stabilization

After years of financial challenges, Boeing reports its first substantial quarterly profit in over three years amid easing production restrictions and rising orders

Boeing has reported an $8.2 billion net profit in the fourth quarter, marking its first profitable quarter in more than three years. This achievement ...

Philip Glass Withdraws Symphony No. 15 Premiere Amid Leadership Controversy at Kennedy Center
Jan 27, 2026 News & Politics

Philip Glass Withdraws Symphony No. 15 Premiere Amid Leadership Controversy at Kennedy Center

Composer cites ideological clash with center's administration following recent changes

Philip Glass has retracted the world premiere performance of his Symphony No. 15, titled "Lincoln," previously scheduled at the Kennedy Center. Glass ...