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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

AI will NOT “take all the white collar jobs”; AI will take some jobs, and then systemic leverage will do the rest (FFTT, 2/17/26)

If AI does to white-collar work what globalization did to blue-collar, we need to confront that directly. Not with abstractions about “the jobs of tomorrow,” but with a credible plan for broad participation in the gains.     -BlackRock CEO Larry Fink, 1/19/26 Anthropic’s new AI tool sends shudders through software stocks…Anthropic releases new model that’s adept at complex financial research     -Bloomberg headlines, 2/4/26 and 2/5/26 I think we’re in the “this seems overblown” phase of something

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Luke Gromen February 17, 2026 1:50 PM No Comments

US tells world at WEF it is going back to Hamiltonian economic system with a neutral reserve asset (FFTT, 2/10/26)

After the end of World War II, everyone assumed that Hamiltonian economic policy was the default among nations.  The negotiators at Bretton Woods and other economic conferences wrote new rules around it, and baked tariffs and trade measures into the post-war international economic order.  That makes sense, because all major nations used tariffs and industrial policy to support their economic development.   The question for the international trading system, to quote Friedrich List from back

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Luke Gromen February 10, 2026 2:30 PM No Comments
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