MR MRX Marex Group plc Loading... : Investor Sentiment and Bull/Bear Views

Calls Marex Group a "great great company", says he only just learned it was public, and says he is buying the stock now. He is replying to another account's post showing its own MRX position.

He is long Marex, a commodities merchant that makes money when volatility, volumes and spreads rise; it raised guidance and is basically a long-volatility proxy. In a multipolar world he wants structural long volatility.

Marex is misclassified as a commoditized financial services business. It is a higher-quality financial infrastructure and futures commission merchant in a consolidated FCM industry: banks are exiting because of Basel capital rules, small players are squeezed by tech and compliance costs, and only a few scaled non-bank FCMs remain. Futures trading volumes are growing at double-digit rates, switching costs are high, and Marex earns 25-30% ROEs with sufficient excess capital and manageable credit risk.