"If you heat with coal, the amounts are higher. 10311 PLN in the period 2028-2030. And pay attention, 3974 PLN until 2035. I repeat, because it's a brutal number. A family heating with coal will have almost 40,000 PLN taken from their wallet in 7 years. "

"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. "

"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. "

"What will happen to this capital in the next 20 years? The largest transfer of wealth in Poland's history will occur. From the generation that remembers the PRL to the generation that lives on smartphones. "

"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. "

"If you have a business that requires selling a physical product to the States, Bahrain is a great idea. But from my side, the information is simple. When the war is over. And 'after the war' does not mean some message from an Iranian army colonel again, it does not mean a message from Trump. For me, the phrase 'after the war' means when I open marine traffic, which is a map that shows ship movements. I only select the red color, meaning only tankers, ga "

"If China lifts the suspension of the ban in November 2026, RTX may have a serious problem fulfilling contracts worth over $20 billion that it has in its order book. "

"If the process of European unification is completed, then I am convinced that this mess will happen sooner or later, because the differences between various European nations are colossal. If we also add the sauce of migration. The fact that today many migrants do not even learn the local language and are subsidized by politicians. Today in France we have Mr. Mélenchon, who openly acts as a Frenchman on behalf of people of Islamic or migratory origin and so on. This is an invitation to civil war. "

"The Centre for Climate and Energy Analysis went further. It assumes that after the merger of ETS1 and ETS2 systems, the price may reach €180 per tonne in 2040. "

"The average Polish family heating their home with gas will additionally lose 6338 PLN in the years 2028-2030. By 2035, this will already be 2418 PLN. "

"In 2027, something must break. Either consolidation forced by Brussels, or a series of quiet tax increases, or an increase in debt servicing costs that will consume the rest of the government's economic policy. Most likely a bit of everything. "

"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%. "

"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. "

"Kaped wins in the second round. Continuation of Petro's policies, continuation of conflict with the central bank, continuation of sanctions. The PESO weakens towards 4200-4500 per dollar in a few months. "

"If an agreement between Iran and the United States is already concluded, the price of oil will drop from nearly $100 to $70-$80, because I think it won't go much below $70, as it will take time before production capacities in the Persian Gulf are reactivated and everything settles down again. And if oil cheapens, in other words, if oil significantly cheapens, say by 20%, what will happen to yields? They will undoubtedly fall. But how much will they fall? Will they not start rising again afterwards? Will the fear currently caused by debt, oil, and inflation not persist? I don't know, because I see many texts that say that not only oil matters here, because that's the truth, not only oil matters here, that generally elevated inflation may stay with us for a longer time. I'm not sure that will be the case. I simply don't know. And I'm waiting for the moment when we have a test. A test, meaning an oil price 20% lower, yields sharply falling, and what will happen then? Because the first move will be what Americans call a knee-jerk reaction, right, that the first move will be such a sharp drop in oil price, a sharp... "

"By '29 we will see at least one UK Prime Minister, and maybe even two. We will see more marches and we will probably see UK bond yields above 6%. "

"The next key date is June 15 and 16, 2026. Bank of Japan meeting. If the BOJ raises the rate to a round 1% and markets price this with a probability of over 63%, a second wave will be triggered. Then we will see how much the Polish 10-year bond is really worth. "

"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. "

"If we stop delivering this, in a decade we will have 44% of our STEM specialists packing their bags for Prague, Barcelona, Lisbon, Dubai or Singapore. "

"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. "