The New Revenue Model: Can Tariffs Fund the 2026 Defense Buildup? скачать в хорошем качестве

The New Revenue Model: Can Tariffs Fund the 2026 Defense Buildup?

Can a return to pre-1913 fiscal logic solve the 2026 defense funding gap? As the U.S. explores a strategic shift toward expanded tariffs, the implications for federal revenue and global markets are profound. In this briefing, we examine the "Money Math" behind the proposal to generate $300B–$600B annually through targeted import levies—and whether this can realistically fund a significant defense buildup without triggering a broader economic drag. We move past the political noise to analyze historical precedents, Treasury estimates, and the specific sector beneficiaries of this structural shift. In this video, we analyze: • The Historical Blueprint: Why tariffs provided 90% of federal revenue before the 16th Amendment. • The $600B Calculation: Goldman Sachs modeling and the mechanics of scaled tariff implementation. • ELSA Framework Analysis: The Epiphany of "Consumption Levies" vs. "Income Deductions." • Investor Action Plan: Positioning in domestic industrials and managing inflationary pass-through risk. --- [Timestamp] 0:00 The $600B Defense Funding Thesis (The Hook) 1:00 Historical Context: From 1913 to 2026 3:30 [Deep Dive] The Strategic Logic of Revenue Redirection 7:30 Transitioning to Market Impact 8:00 Actionable Insights: Domestic Industrials & Real Assets 10:30 Conclusion: The Future of Fiscal Sovereignty --- [Data Sources & References] • U.S. Department of the Treasury (2026 Fiscal Reports) • Bloomberg Terminal Analysis / Wall Street Journal • Goldman Sachs Global Investment Research: Tariff Offsets --- [Community Guidelines] This content is for informational purposes only and does not constitute financial, legal, or tax advice. Always conduct your own due diligence before making investment decisions. #Macroeconomics #Tariffs2026 #DefenseSpending #FiscalPolicy #WealthManagement #InvestmentStrategy #USREconomy #HNWI #BloombergFinance