“The task is not so much to see what no one has yet seen, but to think what no one has yet thought about that which everybody sees.” -Arthur Schopenhauer. FFTT’s research routinely “thinks what no one has yet thought about that which everybody sees” – this new perspective adds significant value to our clients’ investment process and outcomes.
FFTT marries its unique thought process with detailed analysis of the topics its writing on, not just identifying new ways to think about opportunities and risks, but also providing an investable themes backed by rigorous analysis and supporting charts.
Having the physical ability to “think what no one has yet thought about that which everybody sees” is of little use to clients unless one has the integrity and independence to share those thoughts with clients. As an independent research firm wholly-owned by Luke Gromen, we have the ability to communicate to our clients in great detail “what no one has yet thought about that which everybody sees.”
As data increasingly becomes commoditized, free thinking becomes priceless.
FFTT, LLC launched in 2014 with one goal in mind – to marry our unique dot-connecting abilities with our in-depth analytical work and our relevant historical perspectives to create differentiated, money-making insights that help our clients’ investment process and investment outcomes.
Macro-Thematic Trends
Luke Gromen
Saudi Arabia, nuclear-armed Pakistan sign mutual defense pact -Reuters, 9/18/25 Key points:
If the US cannot credibly project power (let alone win a war) against either Russia or China (let alone against both), the “Rules Based Global Order” is already dead; this reality just has not been marked-to-market yet in asset prices. -FFTT, May 2025 Key points: Historically, governments in severe fiscal and domestic straits with rising political problems have three options: Austerity is not a possibility – even if it would not trigger an immediate collapse