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Okay, smart investors, let me tell you something that you need to know about the globalization of the world these past couple of decades.  Globalization clearly benefited one nation over all of the other nations in the world.  Would you like to hazard a guess as to which nation that was?

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It was the United States of America.  

Let's prove this by looking at the market value history of the Global 2000 from 2011 up to 2024.  The following graph plots the 13-year trend of the Global 2000 by national grouping in the following graph.

We have been showing this graph to TalkMarkets readers for more than four-years now, but it seems no one wants to believe the actual data.  They tell me they would rather believe the funky national business news outlets who keep telling them that China is going to be the ultimate winner from globalization.  

Just in case you cannot interpret the information portrayed in the graph, let me help you.

1. The United States is the only national grouping that shows a percentage growth in its share of the global Global 2000 marketplace over the last 13-years.
2. Europe with the U.K. and Russia included has the second most share of the Global 2000 marketplace, but has lost significant market share over the last 13-years.
3. China with Hong Kong accounts for less global market value in the Global 2000 marketplace than the other Asia nations surrounding it (i.e., South Korea, Japan, Taiwan, Philippines, Indonesia, Vietnam, Thailand).

The following graph shows the same information by the actual total market value of a national grouping's share in lieu of its relative percent of the total global market value.

The second graph is essentially the same as the first graph, just plotting values in lieu of percentages.  The interpretation is the same.

What makes this second graph though more useful is we can now run some rather interesting calculations that tell us a little more about the data.  For example, take a look at the following table, which includes the different groupings, the market values for 2011 and 2024. and then the calculated compound growth rate for each of the groups over that thirteen-year span of time.

Market Value of Global 2000 by National Grouping

Now let us take a little time to decipher what the above table is telling us.  Before we explain in an article that we plan to write for tomorrow how things are now going to change under the Orange King, el trumpo (aka Donald J. Trump), there are several facts regarding this past that we would like to point out for your attention 

1. Over the last 13-year period the market value of United States' companies in the Global 2000 rose from $12.6 Trillion to $48.2 Trillion, an increase of $35.6 Trillion (none of which was taxed), or approximately $2.75 Trillion annually;
2. During the same 13-year period the market value of "all the rest of the world's companies" in the Global 2000 rose from $24.3 Trillion to $40.2 Trillion, an increase of $16.0 Trillion, or less than half that of the United States of America.
3. In 2022 when el trumpo was telling you all that the U.S. economy was terrible, the United States investments relating to its share of the Global 2000 increased above 50% for the first time in "universal history".
4. A country that represents than less than 5% of the world's population, now in 2024 accounts for more than 54% of all investments made into the Global 2000.
5. Six out of the seven companies or businesses with a market value over $1 Trillion dollars are from the United States - those companies are Microsoft (MSFT), Apple (AAPL), NVDIA (NVDA), Alphabet (GOOGL), Amazon (AMZN), and Meta (META).  The one non-U.S. company with a market value of $1.9 T happens to be the Saudi Arabia Oil Company.
6. Add just three more U.S. companies (i.e., Berkshire Hathaway, Eli Lilly, and J.P. Morgan) to the above list of six and those nine U.S. companies account for more than all of the investments within the European group (and the European group has the second highest percentage of investments within the Global 2000 after the United States of America.
7. The United States has an additional 612 companies (other than the nine just mentioned) that are also part of the Global 2000 in 2024.

What else do you want me to tell you, folks?  The United States controls the world of global investments.  There is no other way to interpret the above information, which is solid by the way.  And this is not a trend, it is a fact that has been taking place year after year after year.

The sad news is this.  Just about the time the above information does seep into your head, things are going to start "reversing themselves".  That is what we will talk about tomorrow, if you are still around and want to hear what I have to say about the future that is not going to look like the past.

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Why The U.S. Markets Will Continue To Drop - The Wealth Of Nations Revised
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