This land is your land, this land is my land
From California to the New York island,
From the redwood forest to the Gulf Stream waters;
This land was made for you and me.
As I was walking that ribbon of highway
I saw above me that endless skyway;
I saw below me that golden valley;
This land was made for you and me.
—This Land Is Your Land, Woody Guthrie
Once upon a time, the American Dream looked like this.
You got decent pay. Social security. Social mobility. A house with a picket fence. Your own slice of paradise.
In the 1950s, a factory job could allow you to have these things. You didn’t need an advanced degree. All you needed was a desire to do the hard yards. An honest day’s work for an honest day’s pay.
Is it any wonder that Americans have a nostalgic love affair with manufacturing? They worship it. Just look at the gritty steelworkers in the movie Norma Rae. Or even Bruce Springsteen singing Factory with that raw, blue-collar ache.
Source: Charlie Bilello
Source: Charlie Bilello
However, the shape and fabric of the American economy has changed dramatically over the last few decades:
- In 1945, 45% of private-sector jobs in the United States used to be in manufacturing. In 2025, that number has dropped to just 9%.
- This drop-off coincides with another important trend. American consumers are now spending more of their money on services than goods. It’s eye-opening, isn’t it?
- So, if you’re wondering why a software engineer is being paid more than a steel welder, well, that’s your answer right there.
At the moment, globalisation remains a hotly contested topic. It’s emotionally charged. Hugely controversial. Everyone has a passionate opinion about it:
- So, last time in Part One of my investigative series into the impact of globalisation in America, I explored the history of California’s rise to fortune. How did it happen? Why did it happen? And what were the biggest lessons to be learned?
- Now, in Part Two, I want to provide you with some additional connective tissue. I want to bridge the gap between California’s prosperity and the Rust Belt’s decline in the American Midwest. I will also try to answer the biggest question of all: Is there hope for a manufacturing revival in America? And what will that revival look like?
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John is the Chief Investment Officer at Wealth Morning. His responsibilities include trading, client service, and compliance. He is an experienced investor and portfolio manager, trading both on his own account and assisting with high net-worth clients. In addition to contributing financial and geopolitical articles to this site, John is a bestselling author in his own right. His international thrillers have appeared on the USA Today and Amazon bestseller lists.