“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.
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.
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.”
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.
Macro-Thematic Trends
Luke Gromen
PLEASE NOTE: Next week we will not publish as we will be celebrating the US July 4th and 250th Anniversary holiday. We will return to our normal publishing schedule the following week.
Hope you are well. At the link below is this week’s edition of FFTT, which is a slide deck summary of talking points we were asked to discuss as part of a panel at an international conference this week discussing the topic “Are we moving toward de-dollarization of the international monetary order?” This week’s slide deck is 19 pages long and can be read in 7-8 minutes. Thank you for reading this edition of FFTT. LG