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Unique Perspectives

 

“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.

 

In Depth Analysis

 

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.

Critical Thinking With Integrity

 

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.”

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

30 straight months of elevated T-Bill issuance is the true cause of US funding market strains (FFTT, 11/4/25)

Demand for repo financing continues to grow rapidly from the increasing fiscal deficit, while the supply of repo financing can only keep up with the help of the Fed. Stable repo rates would ultimately require persistent Fed balance sheet expansion and effectively cede control of its balance sheet size to the fiscal authorities… The end of QT is coming soon, and further growth in the Fed’s balance sheet will necessarily follow shortly.     -Former NY Fed

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Luke Gromen November 4, 2025 12:19 PM No Comments

JPM allowing BTC as collateral may be a critical clue (FFTT, 10/28/25)

JPMorgan Chase & Co. plans to allow institutional clients to use their holdings of Bitcoin and Ether as collateral for loans by the end of the year.     -Bloomberg, 10/24/25 2017, Bitcoin at $5K, JP Morgan CEO Jamie Dimon: “Governments are going to crush it someday.” 2025, Bitcoin at $110K, JP Morgan CEO Jamie Dimon: “We will accept Bitcoin as collateral.”     -Co-founder of BTC Opportunity Fund James Lavish, via X, 10/24/25 It’s as if the most

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Luke Gromen October 28, 2025 2:43 PM No Comments
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