Unparalleled Expertise
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.
Lead Analyst:

Macro-Thematic Trends
Luke Gromen

“Suppose they gave a war and nobody came”… because China wouldn’t supply the rare earths (FFTT 6/24/25)
Israel is running low on defensive interceptors, official says -Wall Street Journal headline, 6/18/25 Israel-Iran conflict may last only as long as their missiles hold out -Washington Post headline, 6/17/25 Israeli Official: Iran can likely sustain the current rate of missile fire at Israel for possibly as long as 5 months, provided that their missile launchers are not destroyed. -NBC, 6/19/25 Chinese rare earth magnet exports down by 76% in May, to lowest level on