Tag Archives: Brazil


South Korea vs. Brazil: Smart Policies and Practices Save Lives

Author: William Witherell, Ph.D., Post Date: June 26, 2020

Bill Witherell, Ph.D. Chief Global Economist & Portfolio Manager Email | Bio There are sharp differences in the way countries have responded to the global pandemic caused by the COVID-19 virus. A comparison of the recent experiences of South Korea, widely recognized as having the best organized COVID-19 defense, and Brazil, a strong contender for […]

Cumberland Advisors Market Commentary – Cry for Brazil, and also for Latin America

Author: William Witherell, Ph.D., Post Date: May 20, 2020
Market Commentary - Cumberland Advisors - Cry for Brazil, and also for Latin America by William Witherell, Ph.D

The coronavirus is tearing through Brazil, a country ill-equipped to fight the pandemic. It’s hard-right populist leader, Jair Bolsonaro, has dismissed the virus as a “little flu.” COVID-19 is spreading through the population of 210 million, savaging both the inhabitants of the indigenous villages of the Amazon and the 13 million people packed together in […]

Cumberland Advisors Market Commentary – Brazil & Amazon Fires Part 2

Author: David R. Kotok, Post Date: September 20, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires Part 2

Many wrote in response to our discussion of the Amazon fires and Brazilian policy. In our original piece, https://www.cumber.com/cumberland-advisors-market-commentary-brazil-amazon-fires/, we were careful to cite sources. We thank all those who sent references and facts and thoughtful answers. A few readers lashed back at us. What I care about in this instance and in others is […]

Cumberland Advisors Market Commentary – Brazil & Amazon Fires

Author: , Post Date: September 3, 2019
Market Commentary - Cumberland Advisors - Brazil & Amazon Fires

Brazil is poisoning the planet and now posing a growing existential risk. The country’s elected leader, Jair Bolsonaro, has suspended or rescinded environmental protection rules and favored his cronies in the agricultural and logging industries, who are exploiting the country’s resources with government approval or malign neglect. “This is your government,” Bolsonaro has promised lawmakers […]

Venezuela Implodes, Neighbors Suffer

Author: Bill Witherell, Ph.D., Post Date: August 28, 2018
Cumberland Advisors Market Commentary - Bill Witherell, Ph.D.

Last week Venezuela devalued its currency, the bolivar, by 95%, cutting five zeros off the exchange rate. This measure was a desperate response to hyperinflation that reached an astonishing rate of 83,000% YoY in July, with prices doubling every 26 days. The IMF has projected the rate could reach one million percent this year. Cash transactions […]

In South America: Mendacity versus Perspicacity

Author: David Kotok, Post Date: June 1, 2016
Cumberland Advisors Market Commentary by David Kotok

I write as a follow-up to our South America trip. For a terrific summary of the Argentina-Uruguay experience, we offer the “Weekly Economic Update” from Michael Drury, GIC chairman and chief economist at MacVean. The report is available here: https://www.cumber.com/pdf/EU05-13-2016.pdf. We thank Michael for permission to link to his commentary. Meanwhile, the former president of […]