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

Mr. X: “Iran doesn’t need to defeat the US military; just the UST market.” (FFTT, 3/3/26)
Key points: Mr. X: Based on what I am hearing from reliable sources, I do not think this is going to be a short war. Yet almost everything I read from western media, western financial analysts, and western policymakers suggests it is going to be a short war. FFTT: Yikes…if you are right, investors are NOT positioned for that. Mr. X: No, they are not…and not only that, the longer this war goes on, the