"A real blow, the second, much more painful, is coming from Asian factories towards our wallets. Washing machines, laptops, phones, refrigerators, televisions. All of this will become a scarce or luxury good. "

"Well, the response is laying off people, limiting production, gritting its teeth. Cersanit is doing the same. Similarly, Ceramika Paradyż, where 140 people are planned to be laid off in 2026. "

"I put forward a bold thesis here. maybe Nvidia will go down and they will meet halfway, but I would see it this way, that now Intel will take Nvidia's pie. Listen, that this is that unexpected, ridiculed competitor, but he will be here in cooperation with Elon Musk. "

"CDR I'm optimistic, Gamescom is approaching and I think they will announce something there at Gamescom or close to Gamescom, and I think it could be the start, the official start of The Witcher IV campaign, and they might even venture to publish a preliminary date. For example, let's say it will be November 2027 to start. Yes. Then they will postpone it three more times. That's a classic of the genre, meaning it will come out at the end of 2028, but it will already fuel investors' imagination. "

"However, these are, of course, three scenarios that I have presented, but most likely this scenario will be an intermediate scenario, the most realistic one, which is the one where those who have the best ecosystem, infrastructure, but also good agents, will win. "

"I believe there will be hype for Elon Musk's SpaceX debut planned for June. Well, maybe it will shift to July. But Elon Musk is aiming for June from what I've read. A record valuation of one trillion seven hundred fifty million billion dollars for an American stock exchange entity, because I think Saudi Aramco was more expensive, but Saudi Aramco probably surpassed this planned SpaceX debut. The emission is supposed to be 75 million. 75 billion, I still can't get used to talking about billions. Listen, 75 billion emission, as much as 30% is supposed to go to the so-called street, i.e., individual investors, so there might be some selling pressure on this debut, so I don't think it will be super successful. It might be similar to this Creotech Quantum, with some growth for a moment and then a fall, distribution. "

"So WS is an aspiring, still quite young, intelligent person, so I think he will definitely handle communication with the markets very well. I also think Wars will play for himself, not for Trump, because Trump has already played himself out. Everyone sees that Trump, that Trump's power is wavering, that the war in Iran is something that is sinking him, like a stone around his neck and he is falling. So these mid-term elections will also show this. "

"As long as this war continues, as long as oil prices are high, the prospect of 100% cuts in the US will recede. Before the war at the end of February, the market assumed about 60 basis points of cuts by the end of the year. At this moment it is about 15. And this is, in my opinion, the main argument that translated into the strengthening of the dollar since the beginning of March. "

"My baseline scenario is that we will touch this 15, we will still go in May, even until the end of May, perhaps even into June, the momentum will be a final, perhaps euphoric, nice wave before a deeper, fundamental seasonal summer, summer-autumn correction, as we have these midterm elections. In the United States, political tension will rise. In my opinion, there may be a political crisis in the United States. People will take to the streets. Disputes over the budget, budgetary issues of financing government expenditures. "

"Definitely not this year. Łukasz, I think the first half of next year. "

"I believe there will be hype for Elon Musk's SpaceX debut planned for June. Well, maybe it will shift to July. But Elon Musk is aiming for June, from what I've read. A record valuation of one billion 750 million billion dollars for an American stock exchange entity, because I think Saudi Aramco was more expensive, only Saudi Aramco probably surpassed this planned SpaceX debut. The emission is supposed to be 75 million. 75 billion, I still can't get used to talking about billions. Listen, 75 billion emission, as much as 30% is to go to the so-called 'street', i.e., individual investors, so there might be some selling off at this debut, so I don't think it will be super successful. It might be similar to that Creotech Quantum, with some growth for a moment and then a fall, distribution. "

"When Volkswagen sneezes, Mercator, Boryszew, and Syntos might catch a cold. "

"even those lost midterm elections, which it seems Donald Trump has already accepted, in the sense that he accepted the fact that it would not be possible to win the midterm elections, will essentially cause greater paralysis than we have observed so far. "

"The International Monetary Fund forecasts that by 2030, the debt-to-GDP ratio will rise to almost 130%. "

"But I repeat now for the second time, that only in this information did they consolidate Braugman for the first time for two months, for November and December, so this whole year will be surprisingly much better than the previous one, because there will be full consolidation starting from January. And here, well, I can't wait for the first quarter report, because the dynamics will be truly gigantic, right? Because if with only two months the dominant profit is up 50%, and EBITDA 53%, operationally 59, then it's clear that there's a lot organically, right? "

"As reported by Climate Action Tracker, RWE, the largest coal operator in Germany, will likely get more operating hours from its coal blocks before 2030 from this agreement than originally planned. "

"Also, the company aims for first passenger flights in 2026, both in Abu Dhabi, where Abu Dhabi Aviation is a partner, and in the USA through a pilot program. Here, a test campaign has also started on Midnight. the fleet will be expanded very strongly within the year and also the first revenue estimates for 2026 will generate revenues of 32 million dollars mainly from deliveries to the Arab Emirates. "

"I think it will test that previous level of 119.5. And as for the United States, there is a rule that in the case of such oil shocks, the peak of oil also marks the bottom of the stock market. or such an important psychological one, this may also prove true this time, that even despite a ceasefire, for example, analysts, investors will realize that the damage in the Middle East will still affect the price for months, that it cannot be fixed overnight, right? "

"From low orbit, nuclear engines are most likely, relying on the nuclear pulse simply pushing the ship, where small charges are simply ejected, they explode and push the ship, and then we will fly to Mars in, for example, 14 days. "

"Bank of America published a forecast: slower growth, higher inflation and oil at $100 per barrel for the rest of 2026. Eurozone inflation jumped from 1.9 to 2.5 in March. In the US, forecasts for summer spoke of 5%. Now, after a slight drop in oil, analysts revised this to around 3%. But this is still above the Fed's target. "