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

Denmark Firmly Rejects U.S. Interest in Greenland Following Venezuela Military Action
Jan 5, 2026 Business News

Denmark Firmly Rejects U.S. Interest in Greenland Following Venezuela Military Action

Danish Leaders Stress Sovereignty Amid U.S. Security Claims and Social Media Controversies

Denmark's Prime Minister Mette Frederiksen openly condemned President Donald Trump's remarks about acquiring Greenland, emphasizing Denmark's sovereig...

Jan 5, 2026 Finance

Raoul Pal Projects Surge in Bitcoin Value Driven by $8 Trillion Liquidity Injection in 2026

Macro investor outlines liquidity-led rebound and the rising prominence of smart contract platforms in the crypto space

Bitcoin stands poised for a significant upswing as macroeconomic liquidity injections totaling up to $8 trillion are anticipated over the next year, a...

Jan 5, 2026 Finance

Altimmune Shares Surge Following FDA Breakthrough Therapy Designation for Pemvidutide

The FDA’s expedited approval process for Altimmune’s liver disease treatment fuels investor interest

Altimmune, Inc. has experienced a significant increase in its stock value after the U.S. Food and Drug Administration granted Breakthrough Therapy Des...

Jan 5, 2026 Finance

Zenas BioPharma Reports Successful Phase 3 Study for IgG4-RD Despite Market Downturn

Obexelimab shows significant efficacy but stock price declines amid competitive landscape

Zenas BioPharma announced positive results from their Phase 3 INDIGO trial evaluating obexelimab for the treatment of Immunoglobulin G4-Related Diseas...

Defense Secretary Hegseth Issues Censure to Senator Kelly for Role in 'Illegal Orders' Video
Jan 5, 2026 News & Politics

Defense Secretary Hegseth Issues Censure to Senator Kelly for Role in 'Illegal Orders' Video

The move signals potential formal disciplinary actions against the former Navy captain following calls for troops to resist unlawful commands

Defense Secretary Pete Hegseth announced a formal letter of censure against Senator Mark Kelly of Arizona due to Kelly's involvement in a video urging...

Jan 5, 2026 Finance

Strategy Inc. Expands Bitcoin Holdings by Over 1,200 BTC Amid Market Volatility

Company Executes ATM Share Sales to Raise $312 Million for Cryptocurrency Acquisition

Strategy Inc. has bolstered its Bitcoin portfolio by purchasing an additional 1,287 BTC, increasing total holdings to approximately 673,783 bitcoins. ...

Jan 5, 2026 Trade Ideas

Madrigal — Two-Year Rezdiffra Data Narrows Clinical Risk; Buy the Pullback, Trim into Strength

Compelling 2-year MASH cirrhosis signal plus accelerating revenue and >$1.1B cash give a tactical long setup; valuation is rich so size accordingly.

Madrigal (MDGL) is moving from clinical binary risk toward commercialization execution after two-year Rezdiffra data showed benefit in compensated MAS...

Trade Idea Long
Jan 5, 2026 Finance

Delta and American Airlines Expand Caribbean Flight Capacity Amid Disruptions Linked to U.S. Restrictions

Travelers Face Stranded Situations and Delays Following Flight Limitations Enacted After Venezuelan Political Incident

Following flight restrictions imposed by the U.S. government in response to a Venezuelan raid leading to President Nicolás Maduro's capture, Delta Ai...

Jan 5, 2026 Finance

L3Harris Plans Majority Divestiture of Space Propulsion Units in $500M Deal

Private Equity Acquisition Reflects Strategic Shift Toward National Security and Defense Growth

L3Harris Technologies is preparing to sell a 60% stake in its space and propulsion segments to private equity firm AE Industrial Partners for over $50...

Jan 5, 2026 Trade Ideas

Ferroglobe (GSM): A Defensive Long with Battery Silicon Optionality

Regulatory insulation today, battery demand optionality tomorrow - tactical long trade with defined risk.

Ferroglobe is a producer of silicon metal and ferroalloys that carries a de facto regulatory moat in key markets and an emerging upside from battery-g...

Trade Idea Long