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

Treasury, Fed, FRBNY confirm FFTT’s US fiscal problem view…in policymaker-speak (FFTT 11/5/24)

A plantation by any other name is just a farm, but it does roll off the tongue a little sweeter.     -“Sweet Home Alabama”, 2002 If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck.     -English colloquialism The substantial Fed balance sheet expansion from Covid remains partially in place today; as the Fed continues to reduce its balance sheet, there is risk that market resiliency could

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How high will gold be once consensus realizes BRICS surpluses are being recycled into gold? (FFTT, 10/29/24)

The nine-nation BRICS group consists of 5 surplus economies and 4 deficit economies, with surpluses in 2023 collectively amounting to 3.5 times the deficits. That means that even if the BRICS nations were willing to accumulate assets in each other’s countries (and they are not), they would nonetheless have to balance their collective surpluses by acquiring a huge amount of assets outside the BRICs economies. (It would have been more than $780 billion in 2023). 

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