Analyst Corner
Short, opinionated reads from the desk — structure, catalysts, and what we’re watching next.
Latest
FEX Analysis: Fenix Reaffirms Iron Ore Production Guidance and Financial Outlook
Event: Fenix Reaffirms Iron Ore Production Guidance and Financial Outlook | Date: 2025-12-23 | Source: Fenix Resources ASX Announcements Fenix Shares Surge on Reaffirmed Production Guidance Amid Positive Market Sentiment On December 23, 2025, Fenix Resources released its latest ASX update, reaffirming iron ore production guidance for FY26 at 4.2 million
FEX
Closing off Foundations
28 Aug 20253 min
Week 1: So much to do, with so little time
24 Aug 20256 min
Interesting Charts - 20/08
20 Aug 20254 min
The AI Capital Trap: Market Concentration and Structural Shifts Ahead
18 Aug 20255 min
Weekend Wrap - Alpha Insights Gone Live
15 Aug 20255 min
Official News: Alpha Insights is now Live (and why I built it for you)
As I sit in the darkness of my home office, typing this email up for tomorrow morning (currently 3.28am), an odd mix of emotions starts to well up from within me.
Excitement?
Of course! I can't wait to show everyone the beauty of Alpha Insights, the benefits
13 Aug 20254 min
The $17 Puzzle: When Markets and Mathematics Diverge
7 Aug 20253 min
Let's start from the top, once more.
25 Jul 20252 min
Alpha Insights Platform Launch - Your Investment Research, Reimagined
Hi everyone!
It's been nearly two months since I last reached out – regardless, my view on the market has remained broadly unchanged. A comprehensive market update will be published next week as we head into the August reporting season.
The more exciting thing I would like to share
24 Jul 20253 min