📅 03.06.2026 · 🔥Czy po podpisaniu rozejmu Ukrainy 🇺🇦 z Rosją 🇷🇺 polsk... · 👁️ 22
"Second scenario: the effect is already discounted, a small upward movement." "Drugi scenariusz: efekt już zdyskontowany, niewielki ruch w górę."
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Login…Premia za ryzyko geopolityczne praktycznie zniknęła. Inwestorzy przyzwyczaili się do konfliktu za naszą wschodnią granicą. Co się stanie po zawieszeniu broni? Trzy scenariusze. Pierwszy, kapitał zagraniczny napływa do Polski jak nigdy wcześniej, bo jesteśmy najtańszą bramą do odbudowy Ukrainy. Plus 30 50% na największych spółkach. Drugi scenariusz: efekt już zdyskontowany, niewielki ruch w górę. Trzeci scenariusz: sprzedaż faktów po kupowaniu plotek i przynajmniej krótkoterminowa korekta spadkowa. Inwestorzy, którzy czekają na koniec wojny, żeby kupować, są spóźnieni o kilka lat. Najwięcej zarabia się wtedy, gdy jest strach, gdy strach jest największy, a nie, gdy wszyscy świętują pokój.…
Related claims by Albert Rokicki
Albert Rokicki
11.03.2026
"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. "
Albert Rokicki
11.03.2026
"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. "
Albert Rokicki
31.03.2026
"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. "
Albert Rokicki
03.06.2026
"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. "