“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
Then it comes to be that the soothing light at the end of your tunnel…is just a freight train coming your way. -Metallica, “No Leaf Clover”, 2000 Key Points:
To a certain extent, the price of gold is going to tell you who is going to win in that effort to de-dollarize Asia. If gold goes up, it’s China. If gold goes down, it’s the US. -Charles Gave, on MacroVoices, 5/10/18 China’s trade surplus over the last 12ms looks flat. But take out the surge in gold imports, and it is clearly still rising. It is now about a trillion dollars bigger than it