---

---

If we look at the U.S. government's financial statements through the lens of corporate accounting, several key indicators stand out.
The U.S. government's annual expenditure amounts to $7.7 trillion, but it only earns $0.6 trillion in service revenue (e.g., museum entrance fees, etc.).
And tax revenues are only about $5 trillion, resulting in an operating loss of $2.5 trillion and a cash flow deficit of $1.8 trillion.

─────────────────────────────
[1] Overview of the U.S. Government's Financial Statements and Cost Structure
─────────────────────────────

• As of 2024, the U.S. government's annual expenses are $7.7 trillion.
• Government service revenue is $0.6 trillion, indicating limited direct sources of revenue.
• Actual revenue through tax income is around $5 trillion, leading to a budget deficit of $1.8 trillion.
• Applying these figures to a corporate income statement format suggests that expenditures significantly outweigh revenues, placing a considerable burden on the financial situation.

─────────────────────────────
[2] Status of the U.S. Government's Assets and Liabilities
─────────────────────────────

• The U.S. government's assets are estimated to be approximately $5.6 trillion.
• Conversely, the debt amounts to approximately $45 trillion, indicating an overwhelming debt burden compared to assets.
• This debt burden poses a significant threat to the U.S. government's fiscal soundness, necessitating a fundamental review of future fiscal policies.

─────────────────────────────
[3] Assessment of Government Fiscal Sustainability
─────────────────────────────

• When social insurance-related net expenditures and non-interest net expenditures are converted to present value, the future financial burden that the U.S. government must bear in the long term amounts to tens of trillions of dollars.
• To balance assets and liabilities in the government's current fiscal structure, specific expenditure management and revenue generation strategies are urgently needed.
• In particular, attention should be paid to the fact that debt adjustments due to demographic changes, such as future retirement security, can act as a major variable.

─────────────────────────────
[4] U.S. Government's Fiscal Improvement Strategy and Asset Revaluation
─────────────────────────────

• The U.S. government is attempting to reassess the value of its current assets through asset revaluation.
• In this regard, it is promoting the monetization (cash conversion) of government assets and strategic investment support by introducing new funds such as SWFs (sovereign wealth funds).
• A representative example is gold revaluation. The gold currently held by the U.S. government is valued at around $42 on the books, but the actual market price is around $3,000, so an additional value increase effect of $0.8 trillion can be expected.
• Furthermore, by mentioning cases of cultural asset revaluation such as the Mona Lisa, it suggests that the revaluation of national assets can contribute to strengthening the government's fiscal soundness in the long term.
• In addition, the fund case introduced through executive orders during the Trump administration has various goals such as stabilizing the bond market in the United States, transferring assets between generations, and investing in national strategic industries, and is attracting attention as a new financial management model for the U.S. government.

─────────────────────────────
[5] Conclusion – The Future of U.S. Government Finances and Implications for Us
─────────────────────────────

• The current financial state of the U.S. government shows a structure in which debt is overwhelmingly larger than assets, and it contains problems that are difficult to solve with simple expenditure reductions.
• Therefore, the government must secure fiscal soundness through asset revaluation, efficient expenditure management, and revenue diversification.
• In particular, the revaluation of tangible assets such as gold and new investment strategies such as SWF funds are expected to play an important role in overcoming future financial crises.
• We, as individuals, should also clearly understand the concepts of assets and liabilities and rethink the importance of valuation.

< Summary >
The U.S. government recorded a large financial deficit, with $0.6 trillion in service revenue and $5 trillion in tax revenue compared to $7.7 trillion in expenditures.
Total assets are only $5.6 trillion, while liabilities are overwhelmingly large at $45 trillion.
The government is pursuing various improvement strategies such as introducing SWF funds and revaluing gold to revalue assets, manage expenditures efficiently, and increase revenue, which will play a critical role in strengthening national fiscal soundness and overcoming future crises.

[More…]
U.S. Government Financial Crisis and Policy Directions https://nextgeninsight.net/?s=%EC%A0%95%EB%B6%80
Gold Revaluation and Global Financial Volatility https://nextgeninsight.net/?s=%EA%B8%88

*YouTube Source: [이효석아카데미]

– [그냥효] 미국이 파산을 한다고요?? 파산을 면하기 위한 미국 정부의 몸부림!

---

---

1. Initial Response of the Biden Administration and Unresolved Russia-Ukraine Issue
   The Biden administration focused on sanctions and military support without resolving the war issue between Ukraine and Russia.
   The failure to engage in direct diplomatic negotiations has increased concerns about the prolongation of the war.
   This response has been criticized both domestically and internationally, with evaluations pointing out its limitations in solving short-term problems.

2. Strategic Changes After the Trump Administration's Inauguration and Ceasefire Negotiations
   The Trump administration began to respond quickly to issues based on its "America First" policy from the outset.
   Within a month of taking office, it attempted to initiate ceasefire negotiations with Russia, focusing on practical problem-solving.
   It employed a consistent strategy using economic measures like tariff policies, not only with Canada and Mexico but also in diplomatic negotiations with Russia.

3. U.S. Unilateral Negotiations and Strategy of Excluding Ukraine and Europe

Trump excluded Ukraine and Europe from the negotiation table, pushing for unilateral negotiations between the U.S. and Russia.
This caused strong opposition from Ukraine and Europe, as they felt their influence was not being reflected.
In particular, conditions such as NATO membership or the presence of U.S. troops were expected to provoke resistance from Russia, leading to their exclusion from the negotiation strategy.

4. Progress of War Termination Negotiations and Stances of Each Country
   The Trump administration plans to finalize negotiations in February and refocus on economic and tariff negotiations from March.
   Russia is likely to accept the U.S. proposal under favorable conditions, while Ukraine and Europe maintain their opposition due to their interests not being reflected.
   During the negotiation process, a conflict structure is forming between Ukraine and the U.S. over issues such as territorial concessions and the dispatch of a large-scale peacekeeping force.

5. America First Policy and Economic/Defense Spending Issues
   The Trump administration prioritizes U.S. interests above all else and is aggressively pushing for only the negotiation terms it desires.
   While approximately 170 trillion won in aid has been invested in supporting Ukraine, it is demanding rights worth 720 trillion won in return, applying economic pressure.
   Furthermore, European countries are in a position where they have no choice but to succumb to America's strong demands amid difficult economic conditions, such as increased defense spending and cost-sharing issues.

6. Reconstruction Projects and Prospects for U.S. Company Benefits

If the negotiations succeed, the reconstruction projects are expected to revitalize U.S.-led economic initiatives in post-war infrastructure investment and construction, agriculture, telecommunications, defense, and other sectors.
This process is expected to increase exports and expand the trade surplus for U.S. companies, and a reconstruction council is likely to be promoted rapidly.
Domestic companies may also receive benefits from various reconstruction funds, making it a significant opportunity for investors.

7. Trump Administration's Diplomatic Success and Strengthening of Domestic and International Image
   The Trump administration aims to build an image of "solving problems in two months" through quick and decisive negotiation efforts.
   This contrasts with the Biden administration's failure to resolve the issue for three years, and it is a strategy to emphasize American First policy through strong diplomatic skills.
   By showing a tough stance in diplomatic negotiations, it plans to induce fear in counterparties and showcase America's power and leadership.

8. Future Prospects and Investment Points
   If the war is successfully terminated, the reconstruction of Ukraine will begin in earnest, opening up investment opportunities in related industries and the defense and construction sectors.
   Negotiations conducted under the America First principle demonstrate the Trump administration's determination to achieve economic and diplomatic results in the short term through its tough strategy and reconstruction projects.
   Accordingly, a rise in the stock prices of government bonds, stocks, and especially companies related to U.S.-led reconstruction projects is expected, and investors need to pay attention to market trends in advance.

< Summary >
While the Biden administration showed an inadequate response to resolving the Ukraine-Russia war issue, the Trump administration is quickly pushing for ceasefire negotiations based on the America First policy.
Trump is attempting to maximize U.S. interests through unilateral negotiations excluding Europe and Ukraine, employing economic pressure and a tough diplomatic strategy.
If the negotiations succeed and the reconstruction projects are activated, positive investment opportunities are expected to open up for the U.S. and related industries.

[More…]
Trump: https://nextgeninsight.net/?s=%ED%8A%B8%EB%9F%BC%ED%94%84
Ukraine: https://nextgeninsight.net/?s=%EC%9A%B0%ED%81%AC%EB%9D%BC%EC%9D%B4%EB%82%98

*YouTube Source: [Jun’s economy lab]

– 트럼프는 왜 우크라, EU없이 협상하는 걸까?(ft.러시아)