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
Large passive flows and recycled US deficits to begin flowing into BTC (via MSTR entry into QQQ) (FFTT, 12/17/24)
Bitcoin proxy MicroStrategy to join the Nasdaq 100 and heavily traded ‘QQQ’ ETF – CNBC, 12/13/24 The large increase in passive investing over the last 20 years has led to substantially more inelastic aggregate demand curves for individual stocks… when demand is more inelastic, small changes in the market structure can have a large effect on prices, because investors are unwilling to change their positions. – Haddad et al, 2021, via Simplify ETFs How does