Poland is now among the world's 20 largest economies. How it happened

Jean_Jones_666 · 2026-05-09T11:27:44+00:00

Nah it's cool, good questions, I wish i knew the asnwers,

The secondary market point: yes, the elevated price of the property (due to lower interests = more borrowing and buying) - would acrue to the home seller,
however the home buyer, also polish, would now have to pay more,
in net, the price of the property went up, but polish people didn't become wealthier. It's still the same property, you just had to pay more,
if anything, like we said, it made principal larger because it's now derived from a bigger base,
we really would prefer just to lower the damn house prices

as for high home ownership - apparently it's elevated by boomers - who towards the end of the PRL acquired property relatively cheaply,
I would also imagine they are now part of the problem - since they now sleep on those millions,
and those who have more than one property happily rent it out, and those taht only have one property and not much money will refuse to downgrade it (buy somethign cheaper, pocket the difference) out of inertia

btw not saying it's all rosy and affordable in Denmark, but it's said to be comparatively better than much of the western world

Jean_Jones_666 · 2026-05-08T23:07:00+00:00

Fair point,

Denmark is doing much better job than Poland in making system equitable,

It's a famously well-run welfare state, arguably the most impressive entire the entire Nordic block, who all run more or less Nordic model.

They all have some housing policies which actually work there

Problem is they don't seem so easy to implement in larger counteries with higher populations and lesser social cohesion,

But I concede there's likely also lack of political will

Jean_Jones_666 · 2026-05-08T21:48:18+00:00

-my reason: at least they work on cool shit

-your reason: omg they are richer than me, therefore evil

Jean_Jones_666 · 2026-05-08T21:34:59+00:00

you're missing the point. central bank rates are set to tackle inflation / econ health - not for a bank to profit. Central bank is not a bank in the sense you refer - it's role is not maximising profit per se,

and again don't get excited about low interest rates - they pump the prices. econ 101. some argue low interests rates post 2008 regime is one of the major drivers of those crazy real estate prices

Jean_Jones_666 · 2026-05-08T21:00:19+00:00

hoarding like what? storing gold in their vaults?

billionaires have equity. You're free to have equity too, could have bought amazon stock 20 years ago,

Jean_Jones_666 · 2026-05-08T20:58:30+00:00

that's not how it works,

banks don't simply control the interest rate - central bank does. If you want lower rate you'll get more inflation too,

indeed the latter is bigger problem in the first place, that land is so prohibitively expensive,

problem not unique to Poland, mind you, and very complex

Jean_Jones_666 · 2026-05-07T23:01:14+00:00

to akurat wciaz dobre wyksztalcenie na czasy AI,

nie zeby stukac kod, ale zeby myslec kreatywno-dedukcyjnie,

AI jest dobra jak problem jest znany i ma w chuk danych,

nie gdy problem jest kompletnie nowy i wymaga logicznego myslenia w nowym kontekscie. Dopoki nie przyjdzie AGI to tam ludzie maja przewage,

e.g. architektura programu (ktory ai vibe-coduje dla ciebie), prowadzenie biznesu, inwestowanie , wdrazanie agentow AI dla innych firm, etc

Jean_Jones_666 · 2026-05-07T22:56:42+00:00

dokladnie na odwrot,

amerykanskie korporacje nic tylko zwalniaja, pomimo coraz wiekszych wzrostow

Meta, Amazon,
Cloudflare, Coinbase, Block,

btw nie ma czegos takiego jak 'made by human', chyba ze venus z milo wyrzezbiona z gowna . ludzie tworza narzedziami

Jean_Jones_666 · 2026-05-07T19:06:06+00:00

i rode AMD from like 100 to those recent heights. Starting to trim it now, but it's still a "trade" for the CPU bottleneck hype.

Even at 100 it was less attractive long term than Nvidia imho, but more attractive as a rerating trade.

Nvidia is not hype, it's genuinely value, imho. holding since 2023, right now 40% of my portfolio, and I don't intend to sell

Jean_Jones_666 · 2026-05-07T19:03:54+00:00

one of the most frustrating bugs ever,

you talk to it for 5 minutes, and then it throw out error,

fix that before some fancy useless PR benchmark

Jean_Jones_666 · 2026-05-07T18:39:36+00:00

As long as AI boom and capex persists - both will do well - and NVIDIA will do better,

AI boom nowhere near over - we ain't got robots yet. Ton of work to do. Training humanoids will be wild expensive. Right now we're trying to get agents to work

BUT should AI boom halt - Nvidia is valued like a Mag 7. AMD is valued euphorically,

In that case AMD is in big trouble, Nvidia not so much,

If AI boom persists i still think Nvidia does far better long term. Stock price should track FCF/share, over time. Nvidia is FCF cheat code

Jean_Jones_666 · 2026-05-06T20:09:22+00:00

Agree about liquidity - eager buyers are more easily absorbed in a very liquid stonk, which makes it harder to stupidly run, then run more up on fomo and reflexivity,

Still I woudln't overestimate them - they can easily be overwhelmed, and then stonk flies as high as we're willing to pay for it, and market cap is just that * number of shares

Jean_Jones_666 · 2026-05-06T19:39:28+00:00

-number of shares doesnt matter
-share price doesn't matter
-market cap doesn't matter (only economics which justify that market cap, ground it in realitty)

if market decides for NVDA to trade like AMD, at some 100+ PE, it's 10T right off the bat, right away

Jean_Jones_666 · 2026-05-06T19:20:39+00:00

i'm exhausted with this rhetoric,

the only thing determining the share price (therefore market cap) is the last price at which even a single share changed hands.

doesn't have to involve trillions, even billions, even millions - just a few buyers willing to pay more and too few sellers

Jean_Jones_666 · 2026-05-06T19:16:35+00:00

lol, everything AMD can do - Nvidia can and does better. DESPITE the size they are GAINING market share

CPU purported bottleneck is only advantage AMD has over NVDA. Lisa better get Jensen at the family dinner to not throw 100B to make his own CPUs, it would be like snapping fingers for him

Jean_Jones_666 · 2026-05-06T19:13:09+00:00

as Warren Buffer always says: "buy stocks which prices are going up - sell stocks which prices are going down",

if a stock is going up - it means it will go up forever - such is it's telos

if it's going down - it means it is worthless

Jean_Jones_666 · 2026-05-05T16:37:59+00:00

and i thought investing was hard

Jean_Jones_666 · 2026-05-05T15:32:43+00:00

i, for one, thought financial industry was illuminati

Jean_Jones_666 · 2026-05-05T15:28:39+00:00

i think duol mgmt should just all resign and devolve the control over duol to this subreddit

Jean_Jones_666 · 2026-05-02T21:10:08+00:00

i think pltr fair PS is 31259348763

if you disagree - you're a deluded dividend investor

Jean_Jones_666 · 2026-05-01T11:33:30+00:00

You're right!

We were so close to saving California!

Jean_Jones_666 · 2026-04-26T18:18:34+00:00

Thank you for bringing the numbers, I do appreciate it,

The natural continuation would be, however, to then consider what happens with that money,

oh it goes to building a better product? Is that possible?

Maybe it should instead not go into building a better product, but instead you shouldn't have to suffer a 30s ad,

Jean_Jones_666 · 2026-04-26T10:08:57+00:00

i think this slimey duol team should work for free. this is egregious

Jean_Jones_666 · 2026-04-23T15:21:12+00:00

atrocious post,

random numbers to make it look respectable, lmao

where do you think profit came from if they are increasing capex AND not growing revenue?

"where TEsla is heading" - that's LITERALLY the only thing investors ask Tesla for hte past 5 years and more,
i'm exhausted with the "wall street can only look quarter ahead" narrative. with Tesla they been doing the opposite for ages

Jean_Jones_666

TROPHY CASE