"Smartphones, laptops, consoles, TVs, home appliances will go up by 10-20, in some places 30%. Stock levels of Polish networks will be sufficient until the end of the first half of the year. Real increase: end of July, August, autumn. The cheapest models will suffer the most. "

"64.5%. This will be our public debt to GDP in 2026. The treaty threshold is 60%. And we are exceeding it this year for the first time. According to European Commission forecasts, in 2027 the debt will reach over 68%. "

"The first is called Pontus. It launches in September 2026, and it links distributed ledger platforms directly to the ECB's target settlement system. To put it simply, it lets tokenized assets settle in central bank money instead of USDT or USDC. "

"then this threat will subside and the narrative about it will somewhat diminish in the late summer, early autumn period, and then we can expect a large-scale pandemic. "

"Food and meat processing companies from the Polish market are entering a long period of margin pressure. On the other hand, German car manufacturers and their Polish supply chain have new fuel. Who earns what will be visible after the reports for the second and third quarters of 2026. "

"Prawdopodobnie trzy rzeczy. Pierwsza, ceny skupu drobiu i wołowiny w Polsce. Jeśli spadają szybciej niż średnia unijna to znaczy, że importowy ścisk już działa. Druga. Statystyki celne za maj i czerwiec. jak szybko Brazylia i Argentyna wyklepią ten kontyngent. Jeśli w trzy miesiące, to znaczy, że przewidywania były ostrożne. A trzecia, czy rząd w końcu złoży tę skargę, to powie najwięcej o tym, jak poważnie traktujemy własne uchwały sejmowe. "

"In short, no cuts this year. The Monetary Policy Council has its hands tied. Council members say this directly. In conditions of rising oil prices, we will not only not cut, but we may even raise. "

"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. "

"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 "

"And the third BigTech is getting hit blow after blow in the European Union. Apple, Samsung, Google, battery regulations are just the beginning. The erosion of margins in the European market will be counted in billions, but it will not topple these companies. Rather, it will shift valuations down by a few percent over the next two quarters. "

"If the war in Iran does not calm down, we must realize that more or less from July, the crisis will begin to enter a very sharp stage. In Europe, there will start to be problems with many things we buy, from energy, from fuels to products and food. "

"Analitycy przewidują, że agresywne wejście Morgan Stanley w połączeniu z ich ogromną siecią dystrybucji detalicznej Erade może zwiększyć całkowitą wartość amerykańskich aktywów spot ETF do 220 miliardów dolarów do końca 2026 roku. "

"At the end of 2025, there were as many as 15 million. And it's estimated that by the end of 2026, there will be as many as 20 million crypto card holders. "

"this will cause either events due to what will be happening there, events will progress in such a way that there will be a great crop failure, that something will happen to the crops. So if this were to happen, it would be before the harvest, and that is the period of August. In August, in August, September, but in August crops are harvested. "

"I predict that they will eventually have to come to an agreement. The US will unblock Iranian ports, Iran will unblock the strait, and this will last until November. "

"This is a situation, this war, which will still last, ladies and gentlemen, even if they sign this MOU, even if they sign it, even if they sign some agreement, it will last more or less until November, until the elections in the States. Then, next year, I am convinced that Israel will act towards restarting this war. I don't believe in an end, unfortunately. "

"The GDP growth forecast for 2026 is approximately 2.4%. "

"I had a feeling yesterday, when I was focusing, I had a feeling that it will start on very hot days this summer. on very hot days. It will be hot when we find out about it. "

"He's not messing around here before the elections. I think they will hit Meta hard. It will be a show-off and it will be about 12 billion, because last year they had 200 billion in revenue, it seems. So 12, that will be 12 billion of 60 profit. So 20% of annual profit. Meta is not walking away. This is just one, one court case. There are still many such individual ones, you know. "

"these midterm elections, of course, as the previous speaker said and you also said, will change the balance of power. Trump will be weaker, it will be harder for him to push his initiatives. I think the Democrats will take this opportunity and try to impeach him, although it is difficult to finalize it, but the very initiation of this procedure is ideal for the elections in another 2 years. especially presidential ones, and in fact, this internal turmoil in the USA will open the way for countries like China or Russia in terms of geopolitics, looking at the global situation, so the question is, for example, Taiwan in a year or two, we will see sooner. "