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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

Fed rate hike proves “NIIP dominance” (rate hikes or cuts will send LT UST yields higher) (FFTT, 9/22/26)

Federal Reserve defies Donald Trump with first rate rise since 2023  -Financial Times, 9/16/26 Part of the independence of the Federal Reserve is we stay in our lane. Independence is a 2-way street.  We let people that do trade policy and fiscal policy stay in their lane too.  -Fed Chairman Kevin Warsh, 9/16/26 …Warsh said as he raised fiscal expenditures by $50B over the next year [with his 25-basis point rate hike.]  -Mike Green, via

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Luke Gromen September 22, 2026 1:52 PM No Comments

Bonds, USD, or Entitlements: 1 of these 3 are a bubble (FFTT, 9/15/26)

Western sovereign bonds are back in the headlines, but much of the discussion we are reading is missing critical context…”missing the forest for the trees” you might even say.  This slide deck is an attempt to refocus investors on critical context we see most investors, analysts, and policymakers ignoring: 1. Bonds, USD, or Entitlements are a bubble. 2. The long end is likely going higher regardless if the Fed cuts or holds rates steady(on inflation

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Luke Gromen September 15, 2026 12:24 PM No Comments
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