我的網誌清單

2026年2月24日星期二

Earn money from home

 Adport


AdPort    ( don't click, a lot of fishing ad popped up)


Actual signup and login site

https://adport.io/?utm_source=at&utm_medium=art&utm_campaign=home


50 ways to make money at home.

https://partners.thepennyhoarder.com/50-ways-b-sdyn-prt/?aff_id=100&aff_unique1=529794850e71148ffa5cfd1b21b1ed09&aff_sub3=ad-_kwd-72087502104933:loc-190&aff_sub4=go_cmp-579166172_adg-1153389338746943&msclkid=529794850e71148ffa5cfd1b21b1ed09

ADport

https://blog.adport.io/how-to-add-ad-scripts-to-your-wordpress/?utm_source=at&utm_medium=art&utm_campaign=home

How to use ADport to make money?

To use ADport to make money, follow these steps:
  1. Utilize Support and ToolsTake advantage of ADport's support and tools to optimize your campaigns and improve ad performance. 
    By following these steps, you can effectively use ADport to make money through your online presence. Remember to regularly monitor your ad performance and adjust your strategy as needed to maximize your earnings.


Adcash


Adcash


Admitah

https://www.admitad.com/.         seems to be more reliable.


Amazon Twitch ad guidelines

https://advertising.amazon.com/library/guides/twitch-ads?ref_=a20m_us_p_chn_twtch_rs_lbr_gd_gtstrtd#5


How to Set Up Ads on Twitch in 2025

To set up ads on Twitch in 2025, follow these steps:



what are twitch influencers?



Best practices include automating ad breaks using tools like Nightbot or Moobot, ensuring ad designs are eye-catching and brand-consistent, and leveraging audience insights to create relevant ads.







https://streamelements.com/selive.           multiple streaming app



You can earn money on Kick.com through subscriptions, donations, and affiliate programs, benefiting from generous 95% revenue split.

Strategies for Success

2026年2月23日星期一

Financial instituion newsletter 2026

The Gold Miner ETF Up 145% This Year

Gold just blew past $5,000 an ounce, and the companies pulling it out of the ground are printing money.

The VanEck Gold Miners ETF (GDX) has surged 145% over the past year. That's not a typo.

A new 15% global tariff, escalating geopolitical tensions from the Arctic to the Persian Gulf, and central banks aggressively swapping Treasuries for bullion have turned gold into the trade of the decade. 

For the first time since 1996, gold now accounts for a larger share of central bank reserves than U.S. Treasuries.

Our TrackStar data shows GDX dominating precious metal miner ETF searches among financial pros, pulling nearly 3,908 searches last month. That's more than COPX and SIL combined.

With miners generating record free cash flow at these prices, let's dig into whether GDX still has room to run.

Key Facts About GDX

  • Net assets: $32.9 billion

  • 12-month trailing yield: 0.57%

  • Inception: May 16, 2006

  • Expense ratio: 0.51%

  • Number of holdings: 49

GDX tracks the NYSE Arca Gold Miners Index, capturing the performance of the largest publicly traded gold mining companies worldwide.

The fund uses a market-cap weighted approach, giving investors exposure to the biggest and most liquid names in the industry. This isn't a speculative bet on junior explorers. It's a portfolio of established producers with proven reserves and expanding margins.

The top holdings read like a who's who of global gold mining. Agnico Eagle Mines leads at 9.9%, followed by Newmont Corp at 8.6% and Barrick Mining at 6.4%. Anglogold Ashanti rounds out the top four at 5.5%, with Wheaton Precious Metals at 5.2%.

Source: VanEck

These aren't small operations. Newmont recently reported record net income of $7.2 billion for fiscal 2025, riding the gold price surge. Agnico Eagle operates mines across Canada, Finland, Mexico, and Australia. Barrick runs tier-one mines on four continents.

Wheaton Precious Metals adds an interesting wrinkle as a streaming company. It doesn't operate mines directly but finances them in exchange for the right to purchase metals at below-market prices. This gives it higher margins and lower operational risk than traditional miners.

The top five holdings account for roughly 35.5% of the fund. That's concentrated enough to benefit from individual winners but diversified enough to absorb single-stock setbacks.

With gold above $5,000 and analysts at major banks targeting $5,400 to $6,000 by year-end, these producers are positioned to keep delivering outsized cash flows.

Performance

The numbers are hard to ignore. GDX has returned 145.0% over the past year, making it one of the best-performing ETFs in any category.

Year-to-date, the fund is up 10.1%. The three-month return sits at 32.6%, showing the momentum hasn't faded.

Over five years, GDX has delivered an annualized return of 24.0%. The ten-year annualized return comes in at 22.0%. These figures crush what most equity funds have delivered over the same periods.

Source: VanEck

Since its 2006 inception, the annualized return is a more modest 5.4%. That number reflects the brutal bear market gold miners endured from 2011 to 2015, when gold prices collapsed from record highs. It's a reminder that this sector can give back gains quickly.

GDX has slightly underperformed its benchmark index by about 0.6% annually over five years, typical for a fund charging a 0.51% expense ratio. The tracking is tight enough that costs aren't a major drag.

The recent surge has been driven by the perfect cocktail: $5,000+ gold, disciplined capital spending by miners, and a structural shift in global reserve management away from the dollar.

Competition

GDX isn't the only game in town for metals-focused investors. Our TrackStar data highlighted four other ETFs drawing serious attention from financial pros.

  • Global X Copper Miners ETF (COPX)Targets copper producers rather than gold, offering exposure to the electrification and infrastructure megatrend. Its 2.1% yield beats GDX, but the five-year cumulative return of 153.3% trails significantly. The 0.65% expense ratio is slightly higher.

  • Global X Silver Miners ETF (SIL): Focuses on silver miners, which offer both precious metal and industrial demand exposure. It carries a 0.65% expense ratio with a 0.9% yield. The five-year cumulative return of 156.9% lags GDX by nearly 90 percentage points.

  • Sprott Uranium Miners ETF (URNM)A pure play on nuclear energy's comeback. With just 27 holdings and a 0.75% expense ratio, it's the most concentrated and expensive of the group. The 184.4% five-year return is strong but still behind GDX.

  • VanEck Vectors Junior Gold Miners ETF (GDXJ)The higher-risk sibling of GDX, targeting smaller gold miners with more growth potential. It matches GDX's 0.51% expense ratio and offers a higher 1.8% yield. Its 215.6% five-year return is impressive but comes with significantly more volatility.

GDX's combination of size, liquidity, and blue-chip miner exposure makes it the default choice for most institutional allocators looking at this space.

 Our Opinion 8/10 

GDX is the most straightforward way to play the gold mining sector, and right now, the sector is firing on all cylinders.

Record gold prices, disciplined management teams, and strong free cash flow generation create a compelling setup. The 0.51% expense ratio is reasonable for the exposure you're getting.

The risk is clear: if gold prices pull back, miners will fall harder. Gold stocks historically amplify gold's moves by 2x to 3x in both directions. And with gold having nearly doubled in under two years, a correction isn't out of the question.

But the structural drivers remain intact. Central banks are buying at record pace. The new tariff regime is fueling inflation fears and dollar skepticism. Geopolitical risk isn't going away.

For investors who believe this macro backdrop holds, GDX offers leveraged upside to gold without the complexity of futures or physical storage. It works best as a 5-10% portfolio allocation for those looking to hedge against inflation, currency debasement, or geopolitical instability.


Top-Performing ETF Stories of January: Winning Investing Areas

4 min read

Wall Street has delivered a moderate performance over the past month (as of Feb. 2, 2026). The S&P 500 has gained 1.1%, the Dow Jones has added 0.9%, the Nasdaq Composite has advanced 0.8%, while the Russell 2000 has lost 0.7%.

The key event of January was President Trump’s announcement of former Fed governor Kevin Warsh’s nomination as the next Fed chair. If he makes it through the Senate, Warsh would take over when Powell's term ends in May.Appointed by former President George W. Bush, Warsh served as a Fed governor from 2006 to 2011, a tenure that earned him the status of an inflation hawk.

Other important events that shaped January’s performance in the investing world were heightened geopolitical tensions, the rebound in the U.S. dollar, a roller-coaster ride of precious metals, winter storm Fern and its impact on natural gas prices, and election speculation in Japan.

Geopolitical Tensions

Geopolitical worries rose at the start of the year following the U.S. move to oust and capture Venezuelan leader Nicolas Maduro. Moreover, Trump indicated that he was considering potential actions on Iran, while threatening to take Greenland and questioning the value of the NATO alliance — remarks that added to market unease.

President Donald Trump threatened new protectionist measures against Europe over the “Greenland row,” but later eased trade war fears after announcing an Arctic security framework deal at Davos (read: European ETFs in Spotlight Following Trump's Tariff Retreat at Davos).

Japanese Stocks Hit Record Highs

Japanese stocks surged to record highs in mid-January on reports that Prime Minister Sanae Takaichi may call snap elections soon. Takaichi is hoping to convert her high approval ratings into a parliamentary majority for her party.Investors expect Takaichi to introduce aggressive fiscal spending, including increased defense outlays and tax cuts to support economic growth.

U.S. Consumer Confidence Slumps to Decade Low

U.S. consumer confidence fell sharply in January, sinking to its lowest level since 2014 as worries about personal finances and the broader economy intensified, per Associated Press, as quoted on Yahoo Finance.

Survey respondents continued to cite inflation pressures. Other dampening factors included tariffs, trade, politics, jobs and health insurance (read: U.S. Consumer Confidence Slumps to Decade Low: ETF Areas to Play).

Natural Gas: A Winner From Winter Storm Fern

A powerful winter storm, namely Fern, swept across much of the United States in late January. Bank of America economist Aditya Bhave projects that Fern will cut first-quarter 2026 GDP by 0.5-1.5pp [at a quarter-over-quarter seasonally adjusted annual rate], as quoted on Yahoo Finance.

Meanwhile, analysts at Morgan Stanley estimate that the storm could reduce 0.5 to 1.5 percentage points from first-quarter GDP, as mentioned on MarketWatch. However, some sectors may face pressure in the coming days due to the activity loss. Natural gas prices jumped in January, as the storm boosted heating demand. United States Natural Gas Fund LP UNG has added 9.2% over the past month (as of Feb. 2, 2026).

Precious Metal: A Rapid Roller-Coaster Ride

SPDR Gold Trust GLD is up 7.2% this year but slumped 8.2% past week. iShares Silver Trust SLV has gained 10.2% this year but plunged 26.1% past week (as of Feb. 2, 2026). The dollar strengthened amid the Warsh nomination. Warsh is viewed as a hawkish central banker, which has probably played spoilsport for the commodity segment.

Invesco DB US Dollar Index Bullish Fund UUP is off 0.4% this year (as of Feb. 2, 2026) while the ETF gained 1.1% past week. Note that commodities are priced in the U.S. dollar. Hence, any strength in the greenback is bad news for gold and silver. Gold’s start to 2026 was great as the metal is viewed as a market hedge. Heightened geopolitics made it a winner in early 2026.

Against this backdrop, below we highlight a few winning ETF investing areas of the past one month (as of Feb. 2, 2026).

Shipping

Breakwave Tanker Shipping ETF BWET – Up 92.5% over the past month (as of Feb. 2, 2026)

Global shipping stocks have been steady, mainly due to firm freight rates caused by ongoing geopolitical tensions. Many companies are benefiting from increased ton-mile demand as ships take longer routes to avoid conflict zones.

Strong demand for commodities is another reason. The Baltic Exchange’s dry bulk index, which tracks rates for vessels transporting dry commodities, jumped about 7.3% to the highest since mid-December on Jan. 30, 2026, per Trading Economics.

Robotics

Themes Humanoid Robotics ETF BOTT – Up 25.1%

The American robotics industry entered 2026 riding an amazing wave of commercial breakthroughs, venture capital and FDA approvals that position the United States at the forefront of global automation. From surgical suites to factory floors to the lunar surface, recent developments signal an upbeat phase for the industry ahead.

ASML Holding-Heavy ETF

ASML Holding NV ADRhedged ASMH – Up 16.6%

ASML Holding NV ASML stock has gained 17.4% over the past month (as of Feb. 2, 2026).In late January, ASML reported orders that topped expectations, while the 2026 sales guidance was also ahead of estimates, as AI demand continues to support the company, as quoted on CNBC.

South Korea

Franklin FTSE South Korea ETF FLKR – Up 15.5%

South Korea's KOSPI index has surged impressively in early 2026, reaching record highs. The strong chip rally can be held responsible for this jump. Booming AI chip demand, December export surges, and optimism around HBM4 technology mainly led to the gains (read: 4 Country ETFs Hovering Around a 52-Week High).

Uranium Miners

Sprott Uranium Miners ETF URNM – Up 15.4%

Uranium futures in the United States rose in January, the highest since February 2024, on speculation of high demand in the long term. Bets of higher investment in the sector due to government efforts to boost energy security and rising demand from power-hungry data centers, supported uranium funds, as quoted on Trading Economics.

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Feb 23 2026  rated 7/10

Walmart (WMT) Is Expensive. Buy It Anyway?

Discount retail is having a moment.

With tariff fears rattling consumers and a shaky macro backdrop, Americans are trading down. That's good for Walmart (WMT).

Financial pros seem to agree. Our TrackStar data shows Walmart leading all discount retailer searches last month with 8,291 queries, more than Costco (COST)Target (TGT)Dollar General (DG), and Dollar Tree (DLTR) combined.

The company just reported FY2026 Q4 earnings, and the results were solid. The stock, however, trades at a steep premium.

Is it worth it? Here's the breakdown.

Walmart's Business

Walmart is the world's largest retailer by revenue, operating nearly 10,500 stores and clubs across 19 countries under dozens of banners.

Its scale is unmatched. Roughly 90% of the U.S. population lives within 10 miles of a Walmart store, giving it a physical footprint no competitor can replicate overnight.

Walmart segments its business into the following areas:

  • Walmart U.S. (67% of total revenues) - General merchandise, grocery, health, and wellness products sold through physical stores and ecommerce

  • Walmart International (17% of total revenues) - Operations in Canada, China, Mexico, and other markets

  • Sam's Club (16% of total revenues) - Membership-based warehouse clubs offering bulk goods and services

In its most recent quarter, Walmart posted TTM revenues of $703.1 billion, up 4.3% year over year. EPS grew 18.2%, and the company raised its dividend 12.3%.

Advertising revenue and its third-party marketplace are becoming meaningful contributors, adding higher-margin dollars to what was historically a razor-thin business.

On the strategic side, Walmart is building out its flywheel. Walmart+ membership, in-store media, and data monetization are all growing. These aren't just nice-to-haves. They structurally improve margins over time.

Financials

Source: Stock Analysis

Revenue has grown every year since 2019, with 5-year CAGR of 5.1%. That's steady, not spectacular.

Operating margins have held firm around 4.1%-4.3%, and gross margins remain in the 24%-25% range, consistent across the cycle.

Free cash flow came in at $15.3 billion on a TTM basis, up from $12.7 billion in FY2025. Operating cash flow is a healthy $41 billion.

CAPEX runs around $13-14 billion annually, leaving meaningful room after that for dividends and buybacks. The dividend yield is modest at around 1%, but dividend growth has been consistent, up 9.2% in FY2025.

Long-term debt is manageable relative to the cash generation of the business.

Valuation

Source: Seeking Alpha

This is where things get complicated.

Walmart trades at 44.3x trailing GAAP earnings and 43.9x forward earnings. That's a premium to every name on this list except Costco, which fetches 53.4x.

On a price-to-cash flow basis, Walmart trades at 24.6x versus Target at just 7.7x and Dollar General at 9.2x. The market is paying a steep premium for Walmart's consistency and its evolving, higher-margin business mix.

At 1.5x forward sales, it's not cheap on that metric either.

Growth

Source: Seeking Alpha

Walmart's trailing revenue growth of 4.3% is respectable for a company this size, but Costco is growing at 8.3% and Dollar General at 4.9%.

Where Walmart separates itself is EPS growth. Diluted EPS grew 18.2% year over year and 38.1% on a 3-year CAGR basis. Levered free cash flow grew 26.8% over the same period.

Those are not the numbers of a slow-moving retailer. They reflect improving margins and disciplined capital allocation.

Profitability

Source: Seeking Alpha

Walmart's gross margin of 24.9% lags Dollar Tree and Dollar General, but its return on equity of 23.7% and return on total capital of 11.0% are solid.

Costco's returns are stronger, but Costco also benefits from a membership model that front-loads profits.

Walmart's cash from operations at $41.0 billion dwarfs every other company on this list. Target generates $6.8 billion and Costco $14.8 billion.

That cash engine is the real story.

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Our Opinion 7/10

Walmart is a well-run business with improving margins, exceptional cash flow, and a sharpening digital strategy.

The problem is the price. At 44x earnings, you're paying for perfection. Any stumble in consumer spending or a guidance cut could send shares lower quickly.

For long-term investors who can stomach a full valuation, Walmart is a core holding. But don't expect a bargain here.

 

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