Claims
1,150 claims · 01.01.1150 – 11.06.2026
Content language
"Home appliances (washing machine, refrigerator, dryer), because it's not just a chip. It's also a kilo of plastic in the casing, a kilo of rubber in the seals, a kilo of aluminum in the drum. Everything three times more expensive. Itoro experts in Polish financial media are already saying directly: Smartphones, laptops, consoles, refrigerators, washing machines, everything will get more expensive in the coming months. "
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PL · original
🔮 Forecast
Economy
2026
"ASUS announced price increases for new computers by 25 to 30%. McQuery, an Australian investment bank, forecasts consumer electronics price increases of 10 to 20% in 2026. Numura more conservatively forecasts 5%. "
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🔮 Forecast
Economy
2026
"The global smartphone shipment forecast for 2026 will drop by 2%, and the average valuation will increase by almost 7%. "
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PL · original
🔮 Forecast
Economy
2026
"Stockpiles will last until May or June, and then new deliveries or lack thereof will be from new contracts at new, higher prices. "
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PL · original
🔮 Forecast
Economy
2026
"Barry literally bought himself insurance against a major crash in the AI sector. Each of these options only starts to really make money when the underlying instrument falls below the strike. That is, when QQQ falls significantly below 550, when NVIDIA returns to around $115, when SOXX retreats to 330. In other words, Burry bets that although software in Etherani are cheap, the companies leading the AI rally, Nvidia, the entire semiconductor sector, the NASDAQ index as a whole, may fall sharply within a maximum of one year. "
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🔮 Forecast
Economy
2027
"Annually, Japan could become insolvent at 2% rates. "
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PL · original
🌐 Scenario
Economy
Ad
"And the second option is to return to bond buying and continue printing yen. It saves bonds but kills the currency. The yen is already at 160, and at 200 we have a scenario where imported inflation devours the remnants of real wages. Senior poverty increases geometrically. Another Akio in rice shops. "
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🌐 Scenario
Economy
"The third option, which markets are already pricing in, is a controlled devaluation with half-open eyes. That is, the loss of money value, pretending everything is under control, verbal interventions, selling foreign exchange reserves. Exactly as Great Britain did in 1992 before George Soros' famous attack on the pound. Billionaire investor Ray Dalio in January 2026 called Japan exactly such a demonstrative case of what happens to every country that allows debt to grow above its service capacity. "
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🔮 Forecast
Economy
Short timeframe
"On February 10, 2026, the European Parliament supported the project with a launch planned for 2029. This will be a public digital equivalent of cash issued by the ECB. The pilot is scheduled to start in the second half of 2027. "
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✅ Factual claim
Economy
"Regarding the biggest players such as, for example, Amazon, Apple, Microsoft, Meta, these companies are expected to invest around $650 billion in artificial intelligence in 2026. Therefore, this is not a testing phase, but a phase of real implementation and scaling. "
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🔮 Forecast
Technology
2026
"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. "
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PL · original
🌐 Scenario
Economy
"However, if we conclude that the stock exchange might not get a MIKA license anyway, then what about July 1st? We have to settle with clients, because we are ceasing operations, we have no legal basis to continue. And now, we previously had loans in 2024 that were not fully repaid. In 2025, we don't know how it was, because we don't have an audit, we don't have reports for 2025, and we probably won't have them, so we don't know how it was. But one could suspect that it was only worse. Therefore, we conclude that, okay, we were short 100 million euros here, so what if the manager is short 100 million or 500 million, if I just pack it all up and go somewhere unknown, or they won't find me anyway. So, it's possible that we are unfortunately going down the worst path, that the company knew it wouldn't get the license and was heading for a regulatory wall, where it would have to settle with clients anyway, and since it had borrowed earlier and wouldn't be able to repay it, the obligations to clients would not be fully settled anyway. So, whether I owe someone 100 million, or... "
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PL · original
🌐 Scenario
Economy
"the dollar to the zloty will approach somewhere around 4 zł. "
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PL · original
💰 Price target
Economy
2027
"The entire machine functions as long as Bitcoin keeps appreciating and the capital markets keep absorbing new share issuances. But if either condition fails, the consequences would extend far beyond a single company's balance sheet and threaten to destabilize the broader crypto market itself. "
🌐 Scenario
Economy
"for impeachment to succeed, mind you, Democrats would have to have 2/3 of the votes in the Senate. They would have to have as many as 2/3 of the votes, which is 67 out of 100 possible. And at this moment, that is an extremely unlikely option. Therefore, talking about getting rid of Trump already in November is absolutely a practically impossible scenario to realize. "
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💬 Opinion
Politics
Ad
"In short, we have two, three days for agreements or we return to a hot phase of war. Wednesday will be the day that will probably decide how the whole quarter, and maybe even the whole year, will look. For the markets, and for us, it would be better if they reached an agreement. "
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🔮 Forecast
Armed conflicts
2026
"The International Monetary Fund forecasts that by 2030, the debt-to-GDP ratio will rise to almost 130%. "
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🔮 Forecast
Economy
2030
"The direction of the flow of people, work, and capital between Poland and Germany is slowly starting to reverse, point-by-point. First in asparagus fields, then in care, then in construction, and in a few years perhaps in office jobs, in IT in medical specializations, because once a trend starts, it rarely stops at one industry. "
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🔮 Forecast
Economy
Long timeframe
"The third pillar is exports to China. German BMW, German Mercedes, German machinery, German Volkswagen. All of this flowed to the Middle Kingdom by trucks, by ships, and euros flowed back. However, in 2026, China itself produces BMWs, Mercedes, and machinery, and often better ones. BYD, Nio, Xiaomi are now competitors, not clients. This pillar is crumbling before our eyes. "
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✅ Factual claim
Economy
"And now everything depends on two things. On the outcome of these talks. If some agreement is signed. Well, then it will probably last until the elections, because then the circus will start again. I am deeply convinced that after November, it will all come back again. Uh, that, uh, first of all, that's the first condition for the bull market to last, and the second condition is the results that will be reported, I'm looking at the calendar, between April 22nd and 29th, by the Magnificent Seven companies and not only them. There's also IBM. I think IBM and Tesla are on the 22nd. Intel on the 23rd. Well, various ones. I think three Magnificent Seven companies report on the 29th. Nvidia only sometime at the end of May. Therefore, we are waiting, and depending on what we see there, actually what the management forecasts will be after the reports are published, then in conjunction with this de-escalation, we can see a bull market, a continuation of the bull market. If something slips, or there is no de-escalation, or worse, the forecasts are unsatisfactory, they will certainly be good, but maybe unsatisfactory, then we will return to a correctional arrangement. How it will be, I cannot decide at the moment, because I don't know what the companies will say and I definitely don't know what Mr. Trump will come up with in the meantime. "
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🌐 Scenario
Economy