Albert Rokicki 05.05.2026

◔ Pending

"All the time my scenario, my game is based on the unchanging, unchanging assumption that information about signing an enterprise agreement even for 6 million dollars will be released, which will make this company profitable overnight, it may become profitable because of it. "

Albert Rokicki 30.04.2026

◔ Pending

"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. "

Comparic Rynki 29.04.2026

◔ Pending

"If the Emirates indeed start pumping at full capacity to their target of 5 million barrels per day, it means more oil on the market, which theoretically leads to lower prices. However, everything depends on when Ormus opens, because today even the Emirates have problems with exports. "

Comparic Rynki 27.04.2026

◔ Pending

"And the risk I see is that, who knows, maybe today we are on the verge of a new lost decade for the USA. It happened once, it can happen again. We cannot rule that out. "

Comparic Rynki 22.04.2026

◔ Pending

"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. "

Albert Rokicki 22.04.2026

◔ Pending

"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. "

Comparic Rynki 22.04.2026

◔ Pending

"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, "

Comparic Rynki 14.04.2026

◔ Pending

"Rheinmetall forecasts sales growth of 40 to 45% in 2026. Leonardo plans to double profits by 2030. "

Comparic Rynki 12.04.2026

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"Germany's Public Debt, until recently exemplary in Europe, has a chance to reach 85% of GDP by 2035. New debt in 2026 will exceed 180 billion euros, over 4% of GDP. The budget deficit will reach almost 5%. "

Albert Rokicki 11.04.2026

◔ Pending

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

Comparic Rynki 11.04.2026

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"Merc wants to reach 3.5% of GDP for defense by 2029. This would mean about 162 billion euros annually. "

Comparic Rynki 10.04.2026

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"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. "

Comparic Rynki 10.04.2026

◔ Pending

"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. "

Albert Rokicki 07.04.2026

◔ Pending

"A good company in my opinion, and the market will appreciate it when there is registration, when the factory starts. In mid-next year there will be a final audit of GIFU, the Chief Pharmaceutical Inspectorate, also pharmaceutical. Production should start late 2028/early 2029. Well, we will probably be in a different place. That's how I foresee it. The first innovative Polish drug, not biosimilar like Mabion tried. Or Polpharma succeeded, right? In the United States, Polpharma even sells a biosimilar, that the patent expired and they made a cheaper copy. No, this is an innovative drug. Most likely for the first time a Polish company. Even the management said it's certain, that they are sure of it. The only question is when, right, that there might be some delays, but that they will get it based on these studies, that's certain, right? And they are convinced of it. "

Albert Rokicki 07.04.2026

◔ Pending

"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. "

Albert Rokicki 07.04.2026

◔ Pending

"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." "

Albert Rokicki 01.04.2026

◔ Pending

"We are heading for records, we are heading for 200,000 points, in my opinion. If not this year, then next. This is a very, very real target for me. "

Albert Rokicki 31.03.2026

◔ Pending

"But they have been spoiled. Listen, let's not be surprised that, for example, in 20 years, say, some Romania will overtake us, Bulgaria, who else can be nominated from such unusual countries, perhaps even Ukraine, because the war will be over and they will have such ambition, such a maniacal drive, to catch up with Poland, to catch up with the West, and then they will be technological leaders, because we will become fat cats. This is natural. This is, you know, an old rule of the world, that companies, meaning countries, get rich, and then they become lazy, they don't want to do anything. "

Comparic Rynki 29.03.2026

◔ Pending

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

Coin Bureau 26.03.2026

◔ Pending

"If a CBDCfriendly administration wins in November 2028, they will be fully installed and empowered by the time the ban expires in December 2030. "