Albert Rokicki on Economy — predictions scored
103 tracked claims · Accuracy: 50%
"This great generational bull market will last somewhere until the mid-2040s, meaning we still have about 20 years of very strong growth in the Polish market. We will catch up to Western countries, we will catch up to France, Germany, Great Britain, and later also the United States in the development of the capital market in particular. "
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🔮 Forecast
Economy
2045
"Firstly, foreign capital is flowing into Poland like never before, because we are the cheapest gateway to the reconstruction of Ukraine. Plus 30-50% on the largest companies. "
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🌐 Scenario
Economy
"Musk will want to strive to combine his two technological giants, meaning he wants to merge Tesla with SpaceX, and then the valuation will be 3 to 3.5 trillion dollars, and it will already be the fourth largest company in the world. "
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🔮 Forecast
Economy
Medium timeframe
"SpaceX will practically immediately and automatically enter these key indexes, Nasdaq, and S&P 500 as well, I believe. Also, ETFs will not so much want to, but will have to buy these shares. So, such passive demand will appear immediately. "
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🔮 Forecast
Economy
2026
"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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⚠️ Warning
Economy
2029
"Top 5 2183% over 13 years, I repeat, as of the end of April this year 2026. For posterity, I will emphasize here that annually it is 27%. "
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✅ Factual claim
Economy
"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'm playing for. Yes. And it could even be a contract for 6 million dollars, which will make the company profitable, just like Creotech became profitable and there was a huge pump for it, right? for very good overall results for 2025, where there was a profit of 20 million from continuing operations, meaning it didn't even include Creotech Quantum. "
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🔮 Forecast
Economy
2026
"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 "
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PL · original
🔮 Forecast
Economy
2026
"The stock market sooner or later discounts, as they say, or anticipates an improvement in economic conditions or better profits that will appear not even next year, but for example in 2028, since we are recording this at the beginning of 2026, I am talking here about a very long-term game where you can buy cheap companies that no one notices or most assume that they will still have time to buy, that before the improvement occurs, there will still be many months of such lethargy, and often one can be mistaken, because the price often rebounds a year or even a year and a half before the improvement in results, because the best informed, they are already observing it, they are closest to the management board or even people around the management board, right, or insiders can officially buy. One should also observe how the company presidents behave, whether they are buying more, whether key managers are buying shares, because this can be a valuable signal for us that an improvement is on the horizon. "
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💬 Opinion
Economy
"Ultimately, I think he will turn out to be a conservative. It seems to me that one million points on the WIG is my base scenario. Of course, by 2044, so we still have a little time until the hundredth anniversary of the Warsaw Uprising. I think we will reach one million points. "
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💰 Price target
Economy
2044
"I think JSW will attack 35 again and break it, because in the context of war, in the context of even if there were some talks, well, listen, there are many destroyed installations there. The gas flow will still be limited. It is not known whether Iran will easily open the strait. There will be tension. The Houthis have also joined in. They can control the Red Sea, so the Suez Canal is out, meaning higher gas costs. And that's why thermal coal is primarily returning to favor. "
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🔮 Forecast
Economy
Medium timeframe
"in 20 years, I estimate, around 2045, 2050, perhaps we will start to feel debt problems, and then these new leaders will show such wonders that we will now feel inferior, right? Because some artificial intelligence, some flights to the Moon, to Mars they will be doing, and we will be learning from them. So everyone has their 5 minutes. Poland has its 5 minutes now. For the next two decades, we will dominate, we will outpace, we will chase Germany and France, and we have already overtaken Spain, as we know. It was recently in the media that in terms of GDP per capita, we have already swallowed the Spaniards. "
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🔮 Forecast
Economy
2045
"In my opinion, they will be traded like high-tech companies, like technology companies, but the market has to mature to this, right? It has to get used to it, swallow it. It's true that these could be multipliers of 20 times, even 30 times, because they will be perceived as AI companies, as modern technology companies, and it's known that there is no bull market without banks, so if banks are healthy, if banks develop, they will drive the bull market, then I am calm about the continuation of this mega trend, this secular bull market, as Americans call it. "
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🔮 Forecast
Economy
Long timeframe
"Poland has a huge future, in my opinion, both in terms of the capital market and economically, especially the capital market should do well. For example, Eleven Labs is considering a dual listing, both on the New York stock exchange and in Poland. Also, a defense company, WB Electronic, worth PLN 30 billion, will enter WIG20 practically automatically. Very good times are ahead of us. Simply put, good companies will enter the stock exchange, and weak ones will go into oblivion, so to speak. "
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🔮 Forecast
Economy
Medium timeframe
"So if it reached 90 to 100, that would certainly mean no interest rate cuts this year. Perhaps we could forget about it until the end of the year, and discussions about rate hikes would even begin, and that would undoubtedly cause a further collapse on the stock market, a deepening of these declines, right? So from a regular pullback, we would enter a correction of over 10% up to 20%. "
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🌐 Scenario
Economy
"Today, the replacement rate in Poland is 154%, which means that the pension is half of the last salary, which is already low, but in 20 years the replacement rate will drop to 30%. In 25 years it will be only 25%. "
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🔮 Forecast
Economy
2046
"Well, if they reach 150, because I'm counting on 150 million revenues in 2027, then 150 x 16 = 2400, 2.4 billion in 2027. "
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🌐 Scenario
Economy
"I believe that Creotech could be half of ISA within one or two years, meaning I wouldn't be surprised by a capitalization of even 5 billion zlotys for the space part itself, because I believe there is a lot of skepticism. "
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💰 Price target
Economy
2028
"You earn somewhere around 10,000 PLN net, your pension will be 2,000. You earn 15,000, you will get 3,000. "
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🔮 Forecast
Economy
Long timeframe
"Well, individual Poles don't have that possibility. However, from the first day of the debut, from June 12th, which is probably next Friday, because we're recording on the third. Yes, next Friday, June 12th, it will be possible to buy on both XTB and Saxo Bank, those two I cooperate with. "
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✅ Factual claim
Economy
"Third scenario: selling facts after buying rumors and at least a short-term downward correction. "
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🌐 Scenario
Economy
"until SpaceX's debut, by June 12, no harm should befall the market, or Wall Street will not allow any harm to happen. And I believe that for some time after the debut, this market will be defended, even artificially pumped by the fat cats of Wall Street. "
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🔮 Forecast
Economy
2026
"until September, let's say I assume, right, until September 1st the market should be strong and SpaceX's stock price should be kept high, even attacking the level of 30% above IPO, because that will also be good marketing for Wall Street, for the stock exchange, right? "
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🔮 Forecast
Economy
2026
"until the elections, the stock market will be held, pumped, and also very nice valuations will result for our Creotech Instruments, Scanway, and quantum companies in particular. "
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🔮 Forecast
Economy
2026
"And OKI is coming next year, where up to 100,000 assets are completely exempt from the Belka tax. So, an IKE-like account up to PLN 100,000 will be available. Also, another nice investment vehicle for Poles, another account to invest in good, fundamentally strong dividend companies. "
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🔮 Forecast
Economy
2027
"I would also say that here even 40 years, 40 plus years of such good economic conditions, before a serious crash occurs. Because I am not talking about temporary downturns caused by unforeseen events such as Brexit, the Russian invasion of Ukraine, or recently the war in the Middle East. I am talking about structural, serious economic problems. "
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🔮 Forecast
Economy
2066
"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. "
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🌐 Scenario
Economy
"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. "
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🔮 Forecast
Economy
2026
"CDR I'm optimistic, Gamescom is approaching and I think they will announce something there or close to Gamescom, and I think this could be the start, the official start of The Witcher IV campaign, and they might even attempt to publish a preliminary date. For example, let's say November 2027 to start. Yes. Then they will postpone it three more times. That's a classic, so it will come out in late 2028, but it will already spark investors' imagination. "
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🔮 Forecast
Economy
2027
"I believe there will be hype for Elon Musk's SpaceX debut planned for June. Well, maybe it could shift to July. But Elon Musk is aiming for June from what I've read. A record valuation of one trillion seven hundred fifty million billion dollars for an American entity on the American stock exchange, because I think Saudi Aramco was more expensive, only Saudi Aramco probably surpassed this still planned SpaceX debut. The emission is supposed to be 75 million. 75 billion, I still can't get used to talking about billions. Listen, 75 billion emission, as much as 30% is to go to the so-called street, i.e., individual investors, so there might be selling off at this debut, so I don't think it will be super successful. It might be similar to this Creotech Quantum, with some initial growth and then a fall, distribution. "
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🔮 Forecast
Economy
2026
"I believe there will be hype for Elon Musk's SpaceX debut planned for June. Well, maybe it could shift to July. But Elon Musk is aiming for June from what I've read. A record valuation of one billion seven hundred fifty million billion dollars for an American entity on the American stock exchange, because I think Saudi Aramco was more expensive, but Saudi Aramco probably still surpassed this planned SpaceX debut. The emission is supposed to be 75 million. 75 billion, I still can't get used to talking about billions. Listen, 75 billion emission, as much as 30% is to go to the so-called street, i.e., individual investors, so there might be some selling off at this debut, so I don't think it will be super successful. It might be similar to this Creotech Quantum, with some initial growth and then a fall, distribution. "
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🔮 Forecast
Economy
2026
"My baseline scenario is that we will touch 15, then go up in May, even until the end of May, perhaps even into June, with a final, perhaps euphoric, nice wave before a deeper, seasonal summer/autumn correction, as I would call it, because we have the midterm elections. Political tension will rise in the United States. In my opinion, there may be a political crisis in the United States. People will take to the streets. Squabbles over the budget, budgetary issues of financing government spending. "
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🌐 Scenario
Economy
"But I repeat now for the second time, that only in this information did they consolidate Braugman for the first time for two months, for November and December, so this whole year will be surprisingly much better than the previous one, because there will be full consolidation starting from January. And here, well, I can't wait for the first quarter report, because the dynamics will be truly gigantic, right? Because if with only two months the dominant profit is up 50%, and EBITDA 53%, operationally 59, then it's clear that there's a lot organically, right? "
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🔮 Forecast
Economy
2026
"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. "
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🔮 Forecast
Economy
2026
"2026 is a year of transition from demonstrations to generating real revenues. We also saw that there is a forecast of plus 18%, which is quite decent. Already above 20% is a truly respectable dynamic for a startup. The company achieved its first quarterly profit, meaning break-even has been reached. In my opinion, this is an ideal investment situation when a company reaches break-even, meaning it is profitable, and revenues are increasing, so theoretically, it could be even better. "
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🔮 Forecast
Economy
2026
"Guidance, meaning such a forecast for the entire year 2026, is revenues in RMB 600 million plus 18% year-over-year. "
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🔮 Forecast
Economy
2026
"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. "
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🔮 Forecast
Economy
2026
"mWIG40 beautifully beat the 15-week average, strong for the second week in a row, but also the third consecutive week of growth. Also here, three soldiers, three, three green candles, and there will be an attack on ATH, i.e., the historical peak. "
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🔮 Forecast
Economy
2026
"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." "
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🔮 Forecast
Economy
2026
"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. "
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🔮 Forecast
Economy
2026