Claims
29 claims · 01.01.1150 – 11.06.2026
Content language
"And perfectly, perfectly on point here, this is happening, because this fourth quarter was already declining and the first quarter of 2026 confirms this trend. We have the second consecutive quarter of apartment price drops in these largest cities, and the bottom is predicted here by Tomek Narkun at the turn of 2029-2030. So now buying an apartment for rent is a very risky decision, because one must expect declines in these properties, and if I had to advise someone, I would tell them to wait a few years for possibly better apartment prices, to get a better return on investment, so that it wouldn't be at most 4% or 3% as it is currently in Warsaw, but for it to increase to 6-7% as it once was from renting. "
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PL · original
⚠️ Warning
Economy
2029
"If we stop delivering this, in a decade we will have 44% of our STEM specialists packing their bags for Prague, Barcelona, Lisbon, Dubai or Singapore. "
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PL · original
⚠️ Warning
Society
2036
"Losses in private credit will be higher than we expect. Lending standards have loosened. Valuations are opaque, and when people see they can't get their money back, they will start selling everything else. "
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PL · original
⚠️ Warning
Economy
Short timeframe
"There were various reasons. They disappeared because the war, I tell you again, the war helped, not harmed, for various reasons. If the war ends, these factors will return. Absolutely will return. Therefore, even if SNQ sets a new record, which I do not rule out, I am not optimistic, because what I said will undoubtedly return. There are no miracles. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"The market prices in optimism, but every subsequent day of closed Ormus is a step closer to a crisis we haven't seen since the 1970s. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"According to BCA Research, the world is now losing 4.5 to 5 million barrels per day. This is about 5% of global supply. But beware, BCA analyst Mark Papik warns that by mid-April this number will double. Why? Because strategic reserves will run out, sanction-exempt Russian and Iranian oil will run out, and Gulf producers had to shut down wells because they have nowhere to store what they cannot ship. "
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PL · original
⚠️ Warning
Economy
2026
Ad
"Aluminum jumped to over $3500/ton, highest in four years. Analysts from CRU Group warn that with further conflict, the price could reach $4000. And restarting a closed aluminum smelter is not a matter of weeks, it's 3 to 12 months. Such installations operate at temperatures above 960 degrees Celsius. You don't just turn them on and off like a stereo. "
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PL · original
⚠️ Warning
Economy
2026
"Analysts warn that if Ormus is not opened by mid-April, losses will double from 5 to 10 million barrels per day. This would be equivalent to a complete market shutdown during the COVID-19 pandemic. Only without lockdowns. A purely supply shock. "
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PL · original
⚠️ Warning
Economy
2026
"The US buffer is running out, and if Ormus is not opened within a few weeks, oil prices will enter a phase where no reserves will stop them. "
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PL · original
⚠️ Warning
Economy
Short timeframe
"Today I will show you a law that, from 2028, is supposed to shatter to dust the only thing on which every stock market-based pension is built, namely compound interest, something that was called by Einstein one of the greatest wonders, and they want to destroy it all. "
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PL · original
⚠️ Warning
Economy
2028
"The German crisis is our budget revenue crisis, delayed by a few quarters, but unfortunately absolutely certain. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"Smaller workshops are starting to delay payments. A cascading risk of insolvency across the entire SME sector. And this is not a 2008 scenario. This is slowly starting to become a plan for 2026. Hopefully not. "
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PL · original
⚠️ Warning
Economy
2026
"If you go to court, I guarantee one instance, a second instance, cassation. It will really take years. "
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PL · original
⚠️ Warning
Economy
Long timeframe
"Many things simply do not exist or will not exist. The war in the Gulf also makes it difficult to obtain many raw materials, for example Helium. There will be a huge, but really huge problem with this. But you know how markets work. On the principle that if it grows, you have to buy. FOMO, or fear of missing out, is at play, right? That is, the fear of not getting on a train that is leaving. And this kind of chasing causes enormous price increases within a month, and then at some point, a realization comes. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"Fuel inflation is returning, and with it the risk that the NBP will have trouble with further easing. "
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PL · original
⚠️ Warning
Economy
2026
Ad
"And the risk I see is that, who knows, maybe today we are on the verge of a new lost decade for the USA. It happened once, it can happen again. We cannot rule that out. "
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PL · original
⚠️ Warning
Economy
Long timeframe
"what is happening in Tokyo could be in the coming months on the stock exchange in New York and Frankfurt. And what's worse, looking at our ailing demographics, it could unfortunately also threaten us. "
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PL · original
⚠️ Warning
Economy
Short timeframe
"If we haven't expected the withdrawal of American troops from Europe until now, we should start. "
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PL · original
⚠️ Warning
Politics
Medium timeframe
"Short-term government bonds. 20% of the portfolio. An anchor when the stock market falls by 40%, and it will fall, it's not a question of if, but when. This part of the portfolio stands like a rock. You live off it when markets are crazy. You don't sell stocks at the worst prices. "
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PL · original
⚠️ Warning
Economy
Medium timeframe
"Goldman Sachs warns that the implementation of the ambitious defense budget may not keep up with the plan. They predict that actual spending will be around 109 billion euros this year, 10 billion less than the budget assumed. bureaucracy, lack of skilled workers, internal coalition friction. But even with these limitations, the direction is clear. Europe is arming itself, and Germany is at the forefront of this race for the first time in 80 years. "
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PL · original
⚠️ Warning
Economy
2026