Comparic Rynki 13.04.2026

~ Partially

"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. "

Albert Rokicki 11.04.2026

~ Partially

"As for the forecasts for 2026, it will be rather flat. Nothing will change in 2026, but let's remember, the market game is for the next year, 2027. When new 'Noje class' models are introduced, if they are rewarded, they will be valued by consumers, then there should be a lasting improvement and the course may break this historical peak. "

Albert Rokicki 11.04.2026

~ Partially

"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. "

Albert Rokicki 07.04.2026

~ Partially

"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? "

Albert Rokicki 02.04.2026

~ Partially

"The Witcher 4, The Witcher 5, The Witcher 6, because three are announced plus Cyberpunk 2 should also be big spectacular hits. "

Comparic Rynki 02.04.2026

~ Partially

"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. "

Albert Rokicki 01.04.2026

~ Partially

"Elon Musk's SpaceX IPO is already announced. A trillion, it seems like 1.7 trillion or 1.5 trillion dollars. The largest debut in history. Also, in my opinion, until June, this space sector will perform very well. "

Krzysztof Jackowski 01.04.2026

~ Partially

"Trump, in my opinion, reached an agreement with Putin, and now I said that Trump will dismantle, and you see how this is being confirmed. Trump will dismantle the NATO alliance. He will actually dismantle it, but not to destroy it. "

Albert Rokicki 01.04.2026

~ Partially

"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. "

Albert Rokicki 31.03.2026

~ Partially

"And besides, at any moment, coking coal can return to favor. Because rearmament, right, a lot of steel is needed, infrastructure and so on, space conquest, but mainly rearmament. Even if there were peace in the Middle East, all these countries are already so scared that they will rearm in case such attacks return. Right, that this will not stop in my opinion. "

Albert Rokicki 31.03.2026

~ Partially

"Is it also known here that there is pressure from Russia, so I wouldn't worry about coking coal here, and it hasn't risen yet, right? All commodities have gone up, oil too, which stood still for a long time, but coking coal has not yet, so it can still be a dessert for fans of the commodity bull market and JSW can still make good money. "

Comparic Rynki 28.03.2026

~ Partially

"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. "

Comparic Rynki 27.03.2026

~ Partially

"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. "

Krzysztof Jackowski 19.03.2026

~ Partially

"Ladies and gentlemen, I don't feel that there will be war in Poland itself. At least this is not the period when something should happen here, I have a strange, I had a strange association at that moment, when I focused, that there will be a moment when Poland will be eager for war. To help someone. eager. It is not excluded that one of the Baltic countries may have some around-war problems. I am talking about Lithuania, Latvia and Estonia. One of these countries may have a very tense situation with Russia at some point due to strange Russian movements, perhaps not far from the border of that state, and nothing big will happen there. And Poland will already be rushing to the rescue, wanting to help that country, even though it won't be expecting it at all. "

Krzysztof Jackowski 09.03.2026

~ Partially

"If Iran does not do this, Israel is prepared for some fatal, terrible thing in relation to Israel, to Iran. This will happen when Iran rejects the proposal of unconditional surrender, Israel will have a pretext to do something terrible "

Albert Rokicki 03.03.2026

~ Partially

"It cannot be ruled out that the Shiller CAPE ratio will break its previous peak from 2000. It will continue to grow for many, many years. For example, I can imagine it reaching 60, 70, and only after X years, perhaps 10, or 15, will another crash occur. But no one can predict how high this indicator can go. Neither I, nor Warren Buffett. "

Krzysztof Jackowski 09.02.2026

~ Partially

"Something bad may also happen with money liquidity. This is not just about Poland. Money liquidity in banks. There will come a moment when some things will be impossible in banks. For example, you will have your account and suddenly you will have limited control over the sum in that account. "

Albert Rokicki 29.01.2026

~ Partially

"I believe that sooner or later it will break out, because this year is supposed to be a breakthrough. It will break out upwards, of course, from this monumental triangle, because this year is a breakthrough in terms of using KPO funds. CPK is starting, there's no need to count on energy, on the construction of a nuclear power plant, or on the reconstruction of Ukraine, but the railway segment, where Mirbud aggressively entered by acquiring a railway entity, should also help. And this is a pie worth 20 billion annually. "

Albert Rokicki 29.01.2026

~ Partially

"Yes, and there might be a mini black swan in the United States, which paradoxically might help Europe and the Polish market, because capital will rotate even more, it will flee from America to Europe, to emerging markets, and to Poland. And we will benefit from this. "