"It may turn out that today the country that will care most about the American economy, about the stability of the American system, or about the stability of the dollar system in general, will be China. "

"All the time my scenario, my game is based on the unchanging, unchanging assumption that information about signing an enterprise agreement even for 6 million dollars will be released, which will make this company profitable overnight, it may become profitable because of it. "

"He's not messing around here before the elections. I think they will hit Meta hard. It will be a show-off and it will be about 12 billion, because last year they had 200 billion in revenue, it seems. So 12, that will be 12 billion of 60 profit. So 20% of annual profit. Meta is not walking away. This is just one, one court case. There are still many such individual ones, you know. "

"It is a fact that from tomorrow it will be in the prestigious SWIG 80 index, and there is an ETF for it, and it will have, I think, a 6% share, it seems to me. Small, small, small, or a small few percent, but always. And ETF funds will have to buy, whether it's PZU or Beta ETF, they will have to get acquainted with this company for their portfolio, invite it. And this will be such demand from passive investors, and the more we are, the more you are, because I, WTF, do not invest in individual companies, but if someone passively, I also fully support the ETF on SBIG 80, if Poles buy, they will also automatically increase the valuation. "

"If the Emirates indeed start pumping at full capacity to their target of 5 million barrels per day, it means more oil on the market, which theoretically leads to lower prices. However, everything depends on when Ormus opens, because today even the Emirates have problems with exports. "

"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. "

"what is happening in Tokyo may be in the next few months on the stock exchange in New York and Frankfurt. And what's worse, looking at our struggling demographics, it could unfortunately also threaten us. "

"The question is not whether there will be a devaluation. The question is: at what pace? "

"And, if Trump's position weakens, if Americans turn away from him because gasoline prices and inflation prove to be somewhat out of control, then the dollar may gain value with double strength, and then monetary policy and the direction of 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. "

"these midterm elections, of course, as the previous speaker said and you also said, will change the balance of power. Trump will be weaker, it will be harder for him to push his initiatives. I think the Democrats will take this opportunity and try to impeach him, although it is difficult to finalize it, but the very initiation of this procedure is ideal for the elections in another 2 years. especially presidential ones, and in fact, this internal turmoil in the USA will open the way for countries like China or Russia in terms of geopolitics, looking at the global situation, so the question is, for example, Taiwan in a year or two, we will see sooner. "

"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. "

"I am counting on the fact that in some foreseeable future, this conflict in the Middle East will at least calm down, be brought under control, and the situation on the oil market will stabilize. Perhaps we will not return to the levels we were used to at the turn of 2025 and 2026, $50 per barrel, but we will move away from $100 and this market will become somewhat more predictable, and this will already be a factor that may slightly weigh on the valuations of the American currency and support the zloty as a result. "

"What can we expect in the coming months? Stabilization of Euro PLN 420 430 and a boring next dozen or so months. In the case of the American currency, probably a range of 60 or 80 and nothing more can happen here, even from our side, from our Monetary Policy Council. "

"It seems to me that this will be a politically calmer period in the United States, and the American economy will primarily benefit from it. So, in short, this also fits into my thesis that the strength of the American economy will cause the dollar to slowly, slowly regain strength and continue to systematically gain against a basket of currencies, "

"However, the outcome will probably be that banks will simply wait, this nervousness on all markets, including the forex market, will calm down, and in the longer periods we will look at interest rate levels in different regions and, more importantly from the dollar's point of view, we will look at the state of economies, and this leads me to the conclusion that the dollar will nevertheless gain from this war, which is hard to say about the American dollar. "

"Iran will not reach an agreement with the United States. Trump will not want to start a war again. Trump will want to block and occupy something. And it's about the Strait of Hormuz. "

"I would rather lose 10% of profit and enter on relatively solid ground. At the moment, this ground is exceptionally uncertain. Besides, I still, even if everything is fine right now [clears throat], I can't imagine Trump not coming up with something before the elections. And because all his invented things are currently turning against him and against the world. What's worse, against him is very good, but against the world worries me. There are 7 months left until the elections in the United States. plenty of time to mess things up for the world and cause trouble again. Please note that in my opinion, but not only mine, I later read that many people say this, this war with Iran was supposed to cover up the Epstein affair. And the war dragged on, very much not as Mr. Trump would have wanted. And on top of that, his wife came out and told things that brought that affair back up. Consequently, he simply has incredible luck, in quotation marks, which causes whatever he does to currently turn against him. At least that's how I see it, and that's why I'm worried about what else he will come up with. He will definitely come up with something regarding Cuba. That's a certainty. That... "

"Rheinmetall forecasts sales growth of 40 to 45% in 2026. Leonardo plans to double profits by 2030. "

"I would put the probability at 90-something percent that something will happen before the November elections. Not that I will stand on food in Cuba. No, no, that would be an exaggeration. But somehow Trump will announce that he is taking over supervision of Cuba and that there will be massive investments, that the system will change and so on, and I am almost certain. Well, almost certain. I could bet that it will happen. "

"Germany's Public Debt, until recently exemplary in Europe, has a chance to reach 85% of GDP by 2035. New debt in 2026 will exceed 180 billion euros, over 4% of GDP. The budget deficit will reach almost 5%. "