Comparic Rynki 29.05.2026

~ Partially

"Interest next year will consume not 115 but 130, 140 billion zlotys. There will be nothing left to pay for benefits, defense, or investments without deep changes. "

Comparic Rynki 26.04.2026

~ Partially

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

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. "

Comparic Rynki 08.04.2026

~ Partially

"Furthermore, from low orbit, nuclear pulse engines are the most probable, relying on nuclear impulses simply pushing the ship, where small charges are ejected, they explode and push the ship. And then we will fly to Mars in, for example, 14 days. "

Comparic Rynki 04.04.2026

~ Partially

"The Federal Reserve faces a tragic choice. Either allow a great recession, or print its way out of debt and sacrifice the value of the dollar. In both scenarios, gold wins and that's why they are buying. "

Comparic Rynki 02.04.2026

~ Partially

"Goldman Sachs raised forecasts. Prices averaged $110 in March and April with a risk of significantly higher. If Hormuz remains closed for 10 weeks, prices could beat the 2008 record of $147 per barrel. "

Comparic Rynki 31.03.2026

~ Partially

"Bloomberg models a scenario in which oil reaches $170 per barrel, and then we have full stagflation in the Eurozone, which is the worst thing that can actually happen in the economy. Inflation up by 2 percentage points, GDP down by 1.2. And the Revolutionary Guard openly threatens that the price will reach $200. "

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 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. "

Albert Rokicki 03.06.2026

~ Partially

"Second scenario: the effect is already discounted, a small upward movement. "

Comparic Rynki 24.04.2026

~ Partially

"If capital expenditures go up again, no one will believe Zuckerberg is controlling costs. If capex stabilizes, there could be a real rally. "

Comparic Rynki 16.04.2026

~ Partially

"If Ford or GM, or perhaps both of these factories, actually get a large defense contract, their shares may soar. But this is a speculative, not an investment, scenario. "

Albert Rokicki 11.04.2026

~ Partially

"And also an interesting fact, that Archer, I don't know if it will make it, but it has signed an exclusivity agreement for the transport of participants of the FIFA World Cup. Imagine that. But since we're talking about the second half of the year here, it might unfortunately not make it, right? Perhaps only some demonstration, test flights, but it won't be massive, right? "