Claims
28 claims · 01.01.1150 – 11.06.2026
Content language
Comparic Rynki
01.06.2026
"If China lifts the suspension of the ban in November 2026, RTX may have a serious problem fulfilling contracts worth over $20 billion that it has in its order book. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
23.05.2026
"Kaped wins in the second round. Continuation of Petro's policies, continuation of conflict with the central bank, continuation of sanctions. The PESO weakens towards 4200-4500 per dollar in a few months. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
14.05.2026
"The next key date is June 15 and 16, 2026. Bank of Japan meeting. If the BOJ raises the rate to a round 1% and markets price this with a probability of over 63%, a second wave will be triggered. Then we will see how much the Polish 10-year bond is really worth. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
23.04.2026
"However, if we conclude that the stock exchange might not get a MIKA license anyway, then what about July 1st? We have to settle with clients, because we are ceasing operations, we have no legal basis to continue. And now, we previously had loans in 2024 that were not fully repaid. In 2025, we don't know how it was, because we don't have an audit, we don't have reports for 2025, and we probably won't have them, so we don't know how it was. But one could suspect that it was only worse. Therefore, we conclude that, okay, we were short 100 million euros here, so what if the manager is short 100 million or 500 million, if I just pack it all up and go somewhere unknown, or they won't find me anyway. So, it's possible that we are unfortunately going down the worst path, that the company knew it wouldn't get the license and was heading for a regulatory wall, where it would have to settle with clients anyway, and since it had borrowed earlier and wouldn't be able to repay it, the obligations to clients would not be fully settled anyway. So, whether I owe someone 100 million, or... "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
23.04.2026
"Optimistic scenario. Trump makes a deal with Iran. Ormus returns to normal. Jet fuel drops to $120 per barrel in summer. Bydgoszcz regains Frankfurt in the fourth quarter, and the pessimistic scenario: war escalates, Russia continues to scheme. European reserves fall below 23 days. physical shortages at airports, rationing, ban on short-haul flights, and with this scenario, a full recession in the aviation industry. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
17.04.2026
"And now everything depends on two things. On the outcome of these talks. If some agreement is signed. Well, then it will probably last until the elections, because then the circus will start again. I am deeply convinced that after November, it will all come back again. Uh, that, uh, first of all, that's the first condition for the bull market to last, and the second condition is the results that will be reported, I'm looking at the calendar, between April 22nd and 29th, by the Magnificent Seven companies and not only them. There's also IBM. I think IBM and Tesla are on the 22nd. Intel on the 23rd. Well, various ones. I think three Magnificent Seven companies report on the 29th. Nvidia only sometime at the end of May. Therefore, we are waiting, and depending on what we see there, actually what the management forecasts will be after the reports are published, then in conjunction with this de-escalation, we can see a bull market, a continuation of the bull market. If something slips, or there is no de-escalation, or worse, the forecasts are unsatisfactory, they will certainly be good, but maybe unsatisfactory, then we will return to a correctional arrangement. How it will be, I cannot decide at the moment, because I don't know what the companies will say and I definitely don't know what Mr. Trump will come up with in the meantime. "
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PL · original
🌐 Scenario
Economy
Ad
Comparic Rynki
10.04.2026
"If the Strait of Hormuz remains closed for another month, then Brent will stay above $100 throughout 2026, and in a pessimistic scenario, $120 in Q3, $115 in Q4. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
10.04.2026
"If the conflict ends now, inflation will not be higher. It will stay at that level. If, however, it continues and oil prices actually rise to $140, $150 or so, I'm not aiming for quotability so I won't mention levels, then of course inflation will rise and may reach 4%. This is completely realistic. "
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PL · original
🌐 Scenario
Economy
Coin Bureau
09.04.2026
"If the OECD's projections prove accurate, well, the Federal Reserve is sitting dangerously behind the curve and will be forced into emergency policy reversals and the broader market is already pricing in this exact scenario. "
🌐 Scenario
Economy
Comparic Rynki
08.04.2026
"By April 19, the world is losing 4.5 to 5 million barrels per day. But if Hormuz doesn't open for good in mid-April, that number will double. This would be the largest loss of oil supply in history. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
02.04.2026
"Goldman Sachs raised forecasts. Prices averaged $110 in March and April with a risk of significantly higher. If Hormuz remains closed for 10 weeks, prices could beat the 2008 record of $147 per barrel. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
31.03.2026
"Bloomberg models a scenario in which oil reaches $170 per barrel, and then we have full stagflation in the Eurozone, which is the worst thing that can actually happen in the economy. Inflation up by 2 percentage points, GDP down by 1.2. And the Revolutionary Guard openly threatens that the price will reach $200. "
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PL · original
🌐 Scenario
Economy
Albert Rokicki
24.03.2026
"I think that if the war continues, if these negotiations do not end successfully this week, and the war continues until the end of April and there are some further escalations related to these military actions. We will witness further bombardments of critical infrastructure. Both in the Gulf countries, maybe in Israel, in Iran, above all, it is also said that there may be a problem with helium supplies from Qatar. This is one of the largest producers. It affects the production of optical fibers and semiconductors, so Iran knows where to attack strategically. Well, I think that if the war continues, I wouldn't even be surprised by levels of 50 PLN. 50, maybe even towards ATH in some panic, but this is a very, very good performance. This course is definitely on fire. "
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PL · original
🌐 Scenario
Armed conflicts
Albert Rokicki
11.03.2026
"Of course, if this conflict, according to my baseline scenario, the war in the Middle East is ended, however, within a month, let's say, two at most, right? Then oil should collapse, because Iranian oil will return, there is oversupply, and there are still those reserves that the United States has, so I would be calm here, right? "
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PL · original
🌐 Scenario
Armed conflicts
Albert Rokicki
03.03.2026
"So if it reached 90 to 100, that would certainly mean no interest rate cuts this year. Perhaps we could forget about it until the end of the year, and discussions about rate hikes would even begin, and that would undoubtedly cause a further collapse on the stock market, a deepening of these declines, right? So from a regular pullback, we would enter a correction of over 10% up to 20%. "
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PL · original
🌐 Scenario
Economy
Ad
Coin Bureau
08.01.2026
"Jeśli ten przepis zostanie przyjęty w obecnym brzmieniu w Senacie, skutecznie zniszczy ideę finansów bez zezwoleń w Stanach Zjednoczonych. Będziesz mieć dwie możliwości: korzystać z w pełni regulowanego interfejsu DeFi, w pełni zgodnego z KYC i należącego do korporacji, lub bezpośrednio korzystać z kodu inteligentnego kontraktu za pośrednictwem interfejsu wiersza poleceń, czego, bądźmy szczerzy, 99% użytkowników nigdy nie zrobi. "
🌐 Scenario
Technology
Albert Rokicki
22.04.2026
"And then from November, in my baseline scenario, a return to strong growth. It will already be known who won. Most likely the Democrats, only the question is whether they will only take over the House of Representatives, which is almost certain and is fully priced in, because there is an 85% chance of that on Polymarket, or whether they will also take over the Senate. There is 52% right now on Polymarket, on such a forbidden betting platform in Poland, where you can place bets with real money. "
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PL · original
🌐 Scenario
Politics
Albert Rokicki
22.04.2026
"My baseline scenario is that we will touch 15, then go up in May, even until the end of May, perhaps even into June, with a final, perhaps euphoric, nice wave before a deeper, seasonal summer/autumn correction, as I would call it, because we have the midterm elections. Political tension will rise in the United States. In my opinion, there may be a political crisis in the United States. People will take to the streets. Squabbles over the budget, budgetary issues of financing government spending. "
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PL · original
🌐 Scenario
Economy
Comparic Rynki
22.04.2026
"And if Trump's position weakens, if Americans turn away from him, because gasoline prices and inflation turn out to be somewhat out of control, then the dollar may gain value with double strength, and then monetary policy and the direction we will go with interest rates, whether it will be stabilization or some minimal further cuts, will be less significant, because other risk factors, and Trump is a risk factor after all, will disappear. "
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PL · original
🌐 Scenario
Economy
Albert Rokicki
01.04.2026
"there will be such a hype for these space companies and unfortunately, unfortunately I would prefer it to succeed, yes, but I'm afraid there will be huge disappointment after the debut, there will be distribution, there will be drops in SpaceX that will drag the entire industry down. So until June we can nicely play, for example, Kreotech Scanway, these Polish entities, but I think from July, somewhere from the holidays, there will be a dump in the space sector. "
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PL · original
🌐 Scenario
Technology