Zero Hedge

Brazil’s Worse-Than-Lehman Market Shock: Why Every Offshore Investor Should Read ZeroHedge’s Warning

by
Brazil's Worse-Than-Lehman Market Shock

Brazil’s post-election financial carnage is exposing the dangers of crowded political trades, leveraged hedge funds, and misplaced confidence in emerging markets. The financial earthquake shaking Brazil is more than another emerging-market correction. It is a dramatic demonstration of what happens when political expectations, institutional positioning, and trillions of dollars in investment assumptions collide with an … Read more

The Mother Of All Mean Reversions: Commodities Have Never Been This Cheap Versus Stocks

by
Commodity Trading Offshore

Across Wall Street, from Barclays and UBS to HSBC, JPMorgan and Goldman Sachs, a common view is taking shape: physical scarcity is emerging across multiple commodity classes, driving prices sharply higher and signaling a broader hard-asset squeeze. Last week, UBS strategist Sagar Khandelwal issued a similar call heard across Wall Street, telling clients to “position … Read more

China’s Crackdown Threatens Hong Kong’s IPO Boom And Offshore Wealth

by
aerial view of city buildings during sunset

China’s latest push to choke off capital flight is starting to hit Hong Kong right where it hurts, according to a new feature from Bloomberg. For years, the city has served as the main offshore escape valve for mainland wealth — the place where Chinese founders, executives and wealthy families parked money, opened private bank accounts, … Read more

Silver Shock: CME Suspends Two Chinese Silver Brands from COMEX Delivery

by
Silver Shock: CME Suspends Two Chinese Silver Brands from COMEX Delivery

ZeroHedge lit up the precious metals world this week by sharing a CME Group Special Executive Report that deserves careful attention, not panic, but very serious attention. On May 12, 2026, CME Group issued Special Executive Report SER# 9738, announcing that COMEX had suspended the approved status for warranting and delivery of two Chinese-origin silver … Read more

Ft. Knox Full Of Impure Gold Unfit For International Transactions

by
Ft. Knox Full Of Impure Gold Unfit For International Transactions

Authored by Jp Cortez via The Mises Institute, The bulk of the US gold reserves held in Fort Knox are made up of impure “non-standard” bars that don’t qualify for use in international settlements. In practice, this means that most of America’s massive gold stockpile is illiquid and wouldn’t be readily accepted on the international … Read more

Jane Street, SLV, and the Silver Chessboard

by
Jane Street, SLV, and the Silver Chessboard

I love silver.I’ve loved silver since 2009—when nobody cared, when it was cheap, hated, and misunderstood. But loving silver and trusting the silver market are two very different things. On February 25, 2026, @zerohedge dropped a little grenade on X: “We have been huge silver bulls since 2009, but be very careful here: lots of … Read more

Putin Is Trolling European Leaders With His Proposal To Re-Converge With The US

by
Russia

By Bas van Geffen, Senior Market Strategist at Rabobank Russian officials have drafted a memo that pitches a re-convergence of US and Russian interests. The proposal consists of seven points, including cooperation on critical raw materials and energy, and the possibility that Russia could return to the US dollar settlement system. The memo was conveniently ‘leaked’ during an … Read more

Asset Protection: Even Google’s Founders Have Had Enough of California—and Are Saying Adiós

by
California Golden Bear

California was once the unquestioned capital of innovation, capital formation, and entrepreneurial freedom. Today, it is becoming a case study in what happens when success is treated as a public utility. In the days leading up to Christmas, Google founders Larry Page and Sergey Brin quietly began unwinding portions of their California-based financial empires, according … Read more

Peter Schiff: Gold To $6,000 Next Year, Dollar Index To 70

by
Gold To $6,000 Next Year, Dollar Index To 70

Submitted to Zero Hedge by QTR’s Fringe Finance I sat down with my friend Peter Schiff this weekend to get his targets on gold miners, gold, the dollar and markets heading into the end of 2025 and beginning of 2026. Schiff, never shy about his views, has spent decades warning of bubbles, currency debasement, and the … Read more