Hey! We are Nemo.
Nemo, short for Never Miss Out, is a mobile investment platform that delivers curated, data-driven investment ideas to your fingertips. It offers commission-free trading across stocks, ETFs, crypto, and CFDs, along with AI-powered tools, real-time market alerts, and themed stock collections called Nemes.
Download the App
Scan the QR code to download the Nemo app and start investing on Nemo today
• 5 min read
• Published on 18 January 2026
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 19 August 2026
Read article
It seems every week brings another diplomatic spat for the markets to fret over. One minute it’s a disagreement over NATO funding, the next it’s a tiff about tariffs over some frozen rock like Greenland. Frankly, it’s exhausting. For most global companies, this political theatre is a genuine headache, creating a tangled mess of supply chains, currency fluctuations, and unpredictable costs. It sends investors scurrying for cover, as well it should.
But what if I told you there’s a whole class of company that simply doesn’t care? Businesses so thoroughly American, from their suppliers to their customers, that a trade war with Europe is about as relevant to their bottom line as a village fête in the Cotswolds. To me, this is where the sensible money starts to look. It’s a simple, almost brutally logical idea. When your rivals are suddenly paying 25 percent more for their German widgets, your homegrown, all-American widget starts to look rather appealing, doesn't it?
I’m talking about businesses that have built a fortress on their home turf. Think of regulated utility companies, the ones that keep the lights on in Georgia or Florida. Their revenue is collected in dollars, from locals, and regulated by state commissions, not by some bureaucrat in Brussels. They are, for all intents and purposes, immune to transatlantic tantrums. Or consider a company like Espey MFG and Electronics, which builds power systems for the US military. I highly doubt the Pentagon is about to start sourcing critical components from a continent it’s currently in a trade dispute with.
This isn’t just a defensive move, a place to hide until the storm passes. It strikes me as a genuine offensive opportunity. As competitors grapple with logistical chaos and rising import costs, these domestic champions could quietly steal market share. Their pricing is stable, their delivery is reliable, and their supply chains are blissfully short. In an uncertain world, predictability becomes a priceless commodity. This core idea is precisely what makes themes like the Domestic Stocks May Weather Transatlantic Risks basket so compelling right now.
Of course, no strategy is a silver bullet. The obvious risk here is that these domestic players can be, well, a bit boring. They aren’t likely to deliver the explosive growth of a tech firm conquering new continents. During a period of blissful global cooperation and booming international trade, they might lag their more adventurous, globe-trotting peers. You are trading the potential for exhilarating growth for the comfort of stability.
But let’s be honest, does the world feel particularly blissful and cooperative at the moment? I think not. The pandemic showed us all the fragility of ‘just in time’ global supply chains, and the current geopolitical climate is reinforcing that lesson with a sledgehammer. The trend towards localisation and shoring up domestic supply isn't a fleeting headline, it feels like a fundamental, structural shift in the global economy. Companies that have been building their businesses at home for years might just find that the world is finally coming around to their way of thinking. They are not just weathering the storm, they are built for it.
View the full Basket:Domestic Stocks May Weather Transatlantic Risks
View the full Basket:Domestic Stocks May Weather Transatlantic Risks
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 20 August 2026
Read article
Published on 19 August 2026
Read article