"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. "

"It seems to me that this will be a politically calmer period in the United States, and the American economy will primarily benefit from it. So, in short, this also fits into my thesis that the strength of the American economy will cause the dollar to slowly, slowly regain strength and continue to systematically gain against a basket of currencies, "

"And then from November, in my baseline scenario, a return to strong growth. It will already be known who won. Most likely the Democrats, only the question is whether they will only take over the House of Representatives, which is almost certain and is fully priced in, because there is an 85% chance of that on Polymarket, or whether they will also take over the Senate. There is 52% right now on Polymarket, on such a forbidden betting platform in Poland, where you can place bets with real money. "

"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. "

"Guidance, meaning such a forecast for the entire year 2026, is revenues in RMB 600 million plus 18% year-over-year. "

"I would put the probability at 9090-something percent that something will happen before the November elections. Not that the US will invade Cuba. No, no, that would be an exaggeration. But in some way, Trump will announce that he is taking supervision over Cuba and that there will be massive investments, that the system will change and so on, and I am almost certain. Well, almost certain. I could bet that it will happen. "

"This means that gold will end the year higher than it is now. That's my assumption. But this assumption is based on Kevin Warsh or another Trump nominee, very keen on cutting rates, taking the Fed chair, and the dollar weakening. "

"WB Electronics will also enter this year, at the end of the year. Well, it will be, I don't know, a valuation of 30 billion, it will immediately enter WIG20. This entity should also pull WIG20 up automatically. So, this generational bull market should be continued thanks to WB Electronics. "

"I would say that everything will return to normal only towards the end of the year. Despite strategic reserves being sold off, but not all at once. They are not dumped all at once, right? Only these 400 million barrels are released with some frequency every week. I know that OPEC is also considering increasing production, at least, but this smells like overcoming this peak, and only the next peak may correspond with a bottom in America, right? One also needs to prepare for such a scenario, because it no longer has anything to do with whether there will be peace or not. Of course, it would be better if there was peace, but there may be a situation where there is a ceasefire, for a moment there will be a downward correction, and then up again, because smart analysts will appear who will say: "Hold on, hold on, but this is a more lasting problem that we will be fixing at least until the end of the year." "

"Goldman Sachs raised its price forecast for the end of 2026 to $5400 per ounce. "

"Liftero, another space company that supplies propulsion systems. It's good because in a gold rush, the most money is made by those who produce shovels and sieves. So, it's also an interesting entity, and its debut should be successful somewhere in the summer or early autumn. It will probably still catch this super conjuncture, this hype for space and generally technological companies. I believe ours should benefit. "

"Therefore, undoubtedly, food will get more expensive in the second half of the year. How much? I don't know. I am not a specialist in this field, so I won't pretend to be wise, but it looks like it will be more expensive. Significantly more expensive? Hard to say. I said, I don't know. "

"I would see Holstein as a dark horse in gaming this year, because most likely this premiere, let's be honest, it won't be in the second quarter. I don't think so. It will be autumn or even the beginning of next year, together with console versions, it will come out then, right? they have a new publisher and that should help them. "

"Let's talk about the economy in three, four months, when we actually feel how the change in prices, the change in availability of fertilizers, availability of fuels, availability of gas will start to affect us. But I think it's reasonable to secure oneself. "

"What will the World Cup be like? Who will win? Definitely not Poland. Unfortunately, Walterka. "

"So, it is clear that Trump's unpredictability makes it a bit difficult to keep up with him. However, returning to the dollar itself and to the scenario of weakening his position, which you mentioned in the midterm elections, I think that this scenario will nevertheless cause the appreciation of the dollar to continue, and here I agree with Marcin. "

"In the case of New Zealand, we have a situation where the president changed in December. For now, she is conservative, but there is indeed some potential for an interest rate hike somewhere in autumn, by the end of the year for sure. "