1st Quarter 2025 Wrap Up Equity Overview: Tariffs, Trade, and Your Finances with Tim Caban and Ricardo Oskam

Claire Viadro
April 26, 2025

Solari Report

1st Quarter 2025 Wrap Up Equity Overview

Tariffs, Trade, and Your Finances

With Tim Caban and Ricardo Oskam

“As we consider present developments…we believe that globalisation as we knew it may have now run its course.”

~ HSBC Chair Mark Tucker, HSBC Global Investment Summit, March 25, 2025

Weekly Solari Report

1st Quarter 2025 Wrap Up Equity Overview

Tariffs, Trade, and Your Finances

April 26, 2025

Our Equity Overview for the 1st Quarter 2025 Wrap Up focuses, in particular, on the Trump Administration tariffs, their impact on markets, and what the tariffs in terms of inflation.


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12 Comments

  1. I’m having a hard time finding the Rambus charts. I click on the links and nothing comes up. How do I find them?

    Also, I am having a hard time with the app on my phone. A bunch of computer language shows up on most of the screen…

    1. Kassie:

      The Rambus Chartology charts are in the Financial Markets section of each web presentation for each Wrap Up. If you let me know which ones youa re looking for I will send you the exact link.

      We just launched a new website and are in the process of making the web presentations easier to find.

      Here is the most recent Rambus Chartology from 1st Q 2025 that starts with links to all the prior. Let me know that you can access:

      https://wrapups.solari.com/loving-art-rambus-blockbuster-chartology/

  2. “Family” is emphasized a lot by you and your team. Here’s the thing, plunging population, plunging birthrates and plunging marriage rates, globally. My family is small and the only youth is my 33 yr. old daughter who has endeavored for 12yrs to fill that missing piece in her life. You are correct when you said, and I paraphrase, young people are about learning crypto other than putting down roots and getting into real life.

  3. Being Productive………….absolutely!!!! A really big deal. What is coming? War? Market Crash or lock up or just closed for months? Banks Closing and or locked out of our bank accounts? Unemployment? etc etc. Last 4th Turning had all those things. Dad told me of them happening, they had so little food and goods and banks just closed, he said no one had any money, or hardly any. As far as goods, one pair of shoes and two pair of overhauls per year. Nope we can not grasp that level of shortage or supply chain breakdown. Oh so little food they had? When the cow went dry they had water gravy, Christmas was one orange and two pieces of peppermint…………. America is not ready for any of what my dad lived thru. Catherine I hope many really took all the things you guys talked about in the first quarter wrap up to heart. Being productive includes learning new skills, geting mentally strong it is a spiritual war, Pray For Peace. Trump has us headed for war. Many Well Wishes to all at Solari.

  4. Hi, Catherine.

    This participant interview format was exceptional for gleaning different and valuable perspectives:
    * Male and Female
    * Young, middle-aged and one with deep wisdom of life
    * American and non-American
    *Experts and a lesser experienced person who asked great clarifying questions

    Also, I highly recommend using https://www.interactivebrokers.com/ as a US brokerage to trade in and outside the US – avoiding the onerous FBAR US tax filing requirements. There are so many fabulous companies outside the US making money with great dividends.

    Thank you for all of your hardwork!
    PS- the website is wonderful.

  5. Hi Catherine… I listened to the first quarter equity wrap up this evening. You mentioned that you think Trump might be gone by the end of the year. I would love to hear more about your thoughts on how it might happen. Thank you!

  6. I have recently read Hot Money and the Politics of Debt by R.T. Naylor and there is an eerie comparison between what’s happening now with the current administration and our country’s debt and what the IMF and BIS did to Latin America in the 70’s and 80’s.

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