"Merc wants to reach 3.5% of GDP for defense by 2029. This would mean about 162 billion euros annually. "

"Regarding these new BMWs within the Neue Klasse, the production of the i3 sedan is scheduled for August. It will be exclusively electric from 2027, 40 plus miles for Americans, right, here in miles, which is 640 km. Also, BMW plans up to 40 new refreshed models under this Neue Klasse by the end of 2027. "

"According to McKinsey, European defense spending could reach 800 billion euros annually by 2030. And NATO's new target set at the Hague summit in June 2025 is 5% of GDP by 2035. "

"Guidance, meaning such a forecast for the entire year 2026, is revenues in RMB 600 million plus 18% year-over-year. "

"Regarding forecasts for 2026, it's 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 enter, if they are rewarded, valued by consumers, there should be a lasting improvement and the course may overcome this historical peak. "

"I would put the probability at 9090-something percent that something will happen before the November elections. Not that the US will invade Cuba. No, no, that would be an exaggeration. But in some way, Trump will announce that he is taking supervision over 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. "

"This means that gold will end the year higher than it is now. That's my assumption. But this assumption is based on Kevin Warsh or another Trump nominee, very keen on cutting rates, taking the Fed chair, and the dollar weakening. "

"TD Securities calculates that by the end of April, markets will lose a total of one billion barrels, 600 million of crude oil and 350 million of refined products. This is not something you fix with a two-week truce. "

"A good company in my opinion, and the market will appreciate it when there is registration, when the factory starts. In mid-next year there will be a final audit of GIFU, the Chief Pharmaceutical Inspectorate, also pharmaceutical. Production should start late 2028/early 2029. Well, we will probably be in a different place. That's how I foresee it. The first innovative Polish drug, not biosimilar like Mabion tried. Or Polpharma succeeded, right? In the United States, Polpharma even sells a biosimilar, that the patent expired and they made a cheaper copy. No, this is an innovative drug. Most likely for the first time a Polish company. Even the management said it's certain, that they are sure of it. The only question is when, right, that there might be some delays, but that they will get it based on these studies, that's certain, right? And they are convinced of it. "

"Well, we can pull it here without a pharmacy. Around 35 PLN. Once it goes to 35 PLN, I think that in combination with this resistance, I think the price will be released here and additional technical demand will be triggered from funds that are also guided by technical analysis, waiting for this resistance to be broken. That's what I think. There are a lot of shorts, so this short squeeze may continue. "

"I would say that everything will return to normal only towards the end of the year. Despite strategic reserves being sold off, but not all at once. They are not dumped all at once, right? Only these 400 million barrels are released with some frequency every week. I know that OPEC is also considering increasing production, at least, but this smells like overcoming this peak, and only the next peak may correspond with a bottom in America, right? One also needs to prepare for such a scenario, because it no longer has anything to do with whether there will be peace or not. Of course, it would be better if there was peace, but there may be a situation where there is a ceasefire, for a moment there will be a downward correction, and then up again, because smart analysts will appear who will say: "Hold on, hold on, but this is a more lasting problem that we will be fixing at least until the end of the year." "

"WB Electronics will also enter this year, at the end of the year. Well, it will be, I don't know, a valuation of 30 billion, it will immediately enter WIG20. This entity should also pull WIG20 up automatically. So, this generational bull market should be continued thanks to WB Electronics. "

"We are heading for records, we are heading for 200,000 points, in my opinion. If not this year, then next. This is a very, very real target for me. "

"But they have been spoiled. Listen, let's not be surprised that, for example, in 20 years, say, some Romania will overtake us, Bulgaria, who else can be nominated from such unusual countries, perhaps even Ukraine, because the war will be over and they will have such ambition, such a maniacal drive, to catch up with Poland, to catch up with the West, and then they will be technological leaders, because we will become fat cats. This is natural. This is, you know, an old rule of the world, that companies, meaning countries, get rich, and then they become lazy, they don't want to do anything. "

"However, now it would have to be 138, and not just for a week, but for about three, three months, because that crude oil would have to stay above that barrier of 138 here, and 150 in the United States. There is a different economy, there is artificial intelligence, so I wouldn't be too worried about it. "

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

"It was sold off here because it reacted to the strengthening of the dollar. Now, as the war ends, the dollar should weaken again, right? Trump is finishing this mission, will announce success soon, and the dollar will weaken, so gold will rise, right? "

"Goldman Sachs raised its price forecast for the end of 2026 to $5400 per ounce. "

"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 shares at the worst prices. "

"Oliver Bloom announced that almost 50,000 jobs will be cut in Germany by 2030. Previously, the agreement with unions foresaw 35,000, and now it's 50. And this includes not only the Volkswagen brand, but also Audi Porsche and the software company Cariad. "