Menu
Linkedin Twitter

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

“Warren Buffett metric” adjusted for US Federal debt surpasses 2000 Dot-Com levels for first time ever (FFTT, 4/21/26)

The Buffett Indicator is the ratio of total US stock market value divided by GDP. Named after Warren Buffett, who called the ratio “the best single measure of where valuations stand at any given moment.”     -Buffett Indicator Valuation Model, 12/31/25 [The Buffett Indicator] is probably the best single measure of where valuations stand at any given moment. And as you can see, nearly two years ago the ratio rose to an unprecedented level. That should

Read More »
Luke Gromen April 21, 2026 12:19 PM No Comments

Strains intensify in supply chains and western sovereign bond markets, as complacency reigns (FFTT, 4/14/26)

Fifty days of temporary elevated prices … for 50 years of not having an Iranian regime with a nuclear weapon, the American people, they are beginning to understand, thanks to President Trump, that there is no prosperity without security.     -Treasury Secretary Scott Bessent, NBC’s “Meet the Press”, 3/22/26 When asked about whether the war in Iran would ultimately be good for bad for the US economy, Bessent said, “I think we will look back and

Read More »
Luke Gromen April 14, 2026 4:31 PM No Comments
VIEW ALL REPORTS