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

Why Hormuz will likely stay closed far longer than investors think (FFTT, 3/10/26)
We’re experiencing the largest loss of oil supply in history (3x bigger than 1973 Arab oil embargo). The level of complacency to me is staggering. Prior playbooks do not apply! -Energy analyst Eric Nuttall, via X, 3/5/26 A ceasefire is not on the Iranians’ agenda right now. A ceasefire may come after we’ve imposed costs high enough that the Americans don’t willy-nilly attack us again…One huge problem with American decision-making is that it really takes