Dywidenciarz articles

Nikkei 225 and the yen: Japan equities in 2026

Japan’s stock market keeps attracting capital as Nikkei 225 holds a strong trend. See the latest data, FX risks, and a practical exposure plan from Poland.

• japan
• stocks

TTF near €31/MWh: gas storage and Poland utilities

TTF gas dropped toward €31/MWh while EU storage levels keep sliding. See the data, the risks, and what it means for WIG‑Energy and dividend investors in Poland.

• gas
• energy

Uranium near $89: nuclear demand and uranium ETFs

Uranium is trading around $89 while nuclear power stays a strategic theme. See the latest data, key risks, and a practical ETF-based exposure plan.

• uranium
• energy

AI semiconductor boom 2026: TSMC and Nvidia in hard data

January TSMC revenue and SIA’s 2025 sales report show the AI chip cycle is still accelerating. Here’s what the numbers say, the key risks, and how to size exposure for global investors.

• ai
• semiconductors

Poland retail bonds 2026: real yields after CPI cooled

Poland’s CPI slowed to 2.2% y/y while the Ministry of Finance keeps COI and EDO rates attractive. Here’s how to read the offer, the risks, and a simple bond ladder plan.

• bonds
• inflation

Dividend capture strategy 2026: T+1 and the thin edge

Dividend capture strategy looks simple, but in 2026 the edge is thin. I break down T+1 timing, tax drag, and a decision checklist with a worked example.

• dividends
• strategy