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

Erik Prince’s “The Future of War” speech is a must-read for all investors (FFTT, 4/1/25)

…what’s happened in the Ukraine/Russia war has massively accelerated warfare in a way that I think it’s the greatest advancement or it’s the greatest swing in the pendulum, really, since Genghis Khan put stirrups on horses. Now, if you go back that far, I think that was 1218 or so, he set off literally the Mongol Empire when he was done, went from the Pacific to Hungary, and he mauled and terrorized his way through

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Bessent, Powell hint at “Not-QE QE” as Trump Administration policy contradictions mount (FFTT, 3/25/25)

The Federal Reserve said on Wednesday that starting next month it will slow the pace of its balance sheet drawdown amid an ongoing impasse over lifting the government’s borrowing limit, a shift that will likely hold for the remainder of the process.      -Reuters, 3/19/25 Ahead of the Fed meeting, a number of banks had expected some sort of change in QT given the guidance of the minutes. But most who saw a shift also expected

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