Comparic Rynki 17.04.2026

✗ Negated

"And now everything depends on two things. On the outcome of these talks. If some agreement is signed. Well, then it will probably last until the elections, because then the circus will start again. I am deeply convinced that after November, it will all come back again. Uh, that, uh, first of all, that's the first condition for the bull market to last, and the second condition is the results that will be reported, I'm looking at the calendar, between April 22nd and 29th, by the Magnificent Seven companies and not only them. There's also IBM. I think IBM and Tesla are on the 22nd. Intel on the 23rd. Well, various ones. I think three Magnificent Seven companies report on the 29th. Nvidia only sometime at the end of May. Therefore, we are waiting, and depending on what we see there, actually what the management forecasts will be after the reports are published, then in conjunction with this de-escalation, we can see a bull market, a continuation of the bull market. If something slips, or there is no de-escalation, or worse, the forecasts are unsatisfactory, they will certainly be good, but maybe unsatisfactory, then we will return to a correctional arrangement. How it will be, I cannot decide at the moment, because I don't know what the companies will say and I definitely don't know what Mr. Trump will come up with in the meantime. "

Comparic Rynki 06.04.2026

! Misleading

"The government lowered the GDP growth forecast for 2026 to 1%. The Bundesbank is even more pessimistic, seeing only 0.6%. The Ifo Institute puts it at 0.8. "

Comparic Rynki 04.04.2026

✓ Occurred

"The market prices in optimism, but every subsequent day of closed Ormus is a step closer to a crisis we haven't seen since the 1970s. "

Comparic Rynki 02.04.2026

✓ Occurred

"According to BCA Research, the world is now losing 4.5 to 5 million barrels per day. This is about 5% of global supply. But beware, BCA analyst Mark Papik warns that by mid-April this number will double. Why? Because strategic reserves will run out, sanction-exempt Russian and Iranian oil will run out, and Gulf producers had to shut down wells because they have nowhere to store what they cannot ship. "

Comparic Rynki 31.03.2026

✓ Occurred

"Analysts warn that if Ormus is not opened by mid-April, losses will double from 5 to 10 million barrels per day. This would be equivalent to a complete market shutdown during the COVID-19 pandemic. Only without lockdowns. A purely supply shock. "

Comparic Rynki 30.03.2026

✓ Occurred

"The US buffer is running out, and if Ormus is not opened within a few weeks, oil prices will enter a phase where no reserves will stop them. "

Comparic Rynki 17.05.2026

! Misleading

"Inflation in 2026 is already projected above 2.7%. Previously, 1.8 was expected. The European Central Bank, attention, instead of rate cuts, is now forecasting two hikes. This is a 180-degree turn within a few weeks. "

Comparic Rynki 10.05.2026

✓ Occurred

"Smaller workshops are starting to delay payments. A cascading risk of insolvency across the entire SME sector. And this is not a 2008 scenario. This is slowly starting to become a plan for 2026. Hopefully not. "

Comparic Rynki 08.05.2026

✓ Occurred

"If you go to court, I guarantee one instance, a second instance, cassation. It will really take years. "

Comparic Rynki 08.05.2026

✓ Occurred

"Many things simply do not exist or will not exist. The war in the Gulf also makes it difficult to obtain many raw materials, for example Helium. There will be a huge, but really huge problem with this. But you know how markets work. On the principle that if it grows, you have to buy. FOMO, or fear of missing out, is at play, right? That is, the fear of not getting on a train that is leaving. And this kind of chasing causes enormous price increases within a month, and then at some point, a realization comes. "

Comparic Rynki 08.05.2026

✗ Negated

"It may turn out that today the country that will care most about the American economy, about the stability of the American system, or about the stability of the dollar system in general, will be China. "

Comparic Rynki 30.04.2026

✓ Occurred

"Fuel inflation is returning, and with it the risk that the NBP will have trouble with further easing. "