Comparic Rynki 04.05.2026

✗ Failed

"The global smartphone shipment forecast for 2026 will drop by 2%, and the average valuation will increase by almost 7%. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

✓ Fulfilled

"Prices of final plastic products will increase in April and May by 50 to 60%. This is a real company that produces housings, fasteners and parts for hundreds of Western brands. And now its customers, i.e. Western home appliance and electronics brands, are receiving invoices increased by half. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

~ Partially

"ASUS announced price increases for new computers by 25 to 30%. McQuery, an Australian investment bank, forecasts consumer electronics price increases of 10 to 20% in 2026. Numura more conservatively forecasts 5%. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 04.05.2026

✓ Fulfilled

"The increase in DRAM memory prices has already raised smartphone production costs, and this was even before the Strait of Hormuz. Counterpoint predicts an additional 10 to 15% in costs in the second quarter of 2026, which is now as you are watching this. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 02.05.2026

◔ Pending

"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. "

🇵🇱 translated PL · original

⚠️ Warning Society 2036

Comparic Rynki 01.05.2026

◔ Pending

"Food and meat processing companies from the Polish market are entering a long period of margin pressure. On the other hand, German car manufacturers and their Polish supply chain have new fuel. Who earns what will be visible after the reports for the second and third quarters of 2026. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 01.05.2026

◔ Pending

"Prawdopodobnie trzy rzeczy. Pierwsza, ceny skupu drobiu i wołowiny w Polsce. Jeśli spadają szybciej niż średnia unijna to znaczy, że importowy ścisk już działa. Druga. Statystyki celne za maj i czerwiec. jak szybko Brazylia i Argentyna wyklepią ten kontyngent. Jeśli w trzy miesiące, to znaczy, że przewidywania były ostrożne. A trzecia, czy rząd w końcu złoży tę skargę, to powie najwięcej o tym, jak poważnie traktujemy własne uchwały sejmowe. "

🌐 original

🔮 Forecast Economy 2026

Comparic Rynki 30.04.2026

◔ Pending

"The first option is a put on the Invesco QQ Trust ETF with an exercise in January 2027 with a strike, i.e., a target of $550. The second. Further puts on QQQ this time from March 2027 with a strike of 525. The third puts on Nvidia from January 2027 Strike 115 and the fourth. Puts on the Isare Semiconductor SOX ETF. also January 2027 Strike 330, meaning it bets on declines in companies that produce or have a lot to do with semiconductors. "

🇵🇱 translated PL · original

💰 Price target Economy 2027

Comparic Rynki 29.04.2026

◔ Pending

"In short, no cuts this year. The Monetary Policy Council has its hands tied. Council members say this directly. In conditions of rising oil prices, we will not only not cut, but we may even raise. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026

Comparic Rynki 28.04.2026

✓ Fulfilled

"Barry literally bought himself insurance against a major crash in the AI sector. Each of these options only starts to really make money when the underlying instrument falls below the strike. That is, when QQQ falls significantly below 550, when NVIDIA returns to around $115, when SOXX retreats to 330. In other words, Burry bets that although software in Etherani are cheap, the companies leading the AI rally, Nvidia, the entire semiconductor sector, the NASDAQ index as a whole, may fall sharply within a maximum of one year. "

🇵🇱 translated PL · original

🔮 Forecast Economy 2027

Coin Bureau 27.04.2026

◔ Pending

"Standard Charters has estimated that if stable coin interest isn't restricted, it could potentially pull as much as half a trillion dollars out of the regulated banking system by 2028. "

🔮 Forecast Economy 2028

Comparic Rynki 26.04.2026

✗ Negated

"And the second option is to return to bond buying and continue printing yen. It saves bonds but kills the currency. The yen is already at 160, and at 200 we have a scenario where imported inflation devours the remnants of real wages. Senior poverty increases geometrically. Another Akio in rice shops. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 26.04.2026

~ Partially

"The third option, which markets are already pricing in, is a controlled devaluation with half-open eyes. That is, the loss of money value, pretending everything is under control, verbal interventions, selling foreign exchange reserves. Exactly as Great Britain did in 1992 before George Soros' famous attack on the pound. Billionaire investor Ray Dalio in January 2026 called Japan exactly such a demonstrative case of what happens to every country that allows debt to grow above its service capacity. "

🇵🇱 translated PL · original

🔮 Forecast Economy Short timeframe

Comparic Rynki 26.04.2026

~ Partially

"Annually, Japan could become insolvent at 2% rates. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 25.04.2026

◔ Pending

"Analysts estimate that if Vero captures at least 20% of European transactions by 2030, it will push 1.5 trillion euro annually out of US payment pipelines. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 25.04.2026

✓ Fulfilled

"Regarding the biggest players such as, for example, Amazon, Apple, Microsoft, Meta, these companies are expected to invest around $650 billion in artificial intelligence in 2026. Therefore, this is not a testing phase, but a phase of real implementation and scaling. "

🇵🇱 translated PL · original

🔮 Forecast Technology 2026

Comparic Rynki 25.04.2026

✓ True

"On February 10, 2026, the European Parliament supported the project with a launch planned for 2029. This will be a public digital equivalent of cash issued by the ECB. The pilot is scheduled to start in the second half of 2027. "

🇵🇱 translated PL · original

✅ Factual claim Economy

Comparic Rynki 23.04.2026

✓ Fulfilled

"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... "

🇵🇱 translated PL · original

🌐 Scenario Economy

Comparic Rynki 23.04.2026

~ Partially

"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. "

🇵🇱 translated PL · original

🌐 Scenario Economy

Albert Rokicki 22.04.2026

◔ Pending

"I expect that in this quarter, which is the second quarter of 2026, at least one large contract will be announced. This is my base scenario, which I am playing on. Yes. And it could even be a contract for "

🇵🇱 translated PL · original

🔮 Forecast Economy 2026