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

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

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