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try forming an argument

Net transaction means that I have something, and he has a few pieces of paper.

The subject is trade balance, the operative word is TRADE. All you have to do is look at oil/gasoline prices to see the result of sending "a few pieces of paper" in only one direction.

Can "a few pieces of paper" produce more "pieces of paper" here after they're gone? If the other countries dropped their barriers of our products wouldn't that produce more "pieces of paper" here?

Did you get your "few pieces of paper" out of thin air or are they the result of producing a product you could sell to the country that puts a heavy tariff on or doesn't even allow?

Is the country you freely give your "pieces of paper" to going to use them to expand their operations here?...or there?

I'll send you my address. You can send me all the "pieces of paper" you want.