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

Bessent announces return to Hamiltonian economic policy; USD reserve status must change for this to occur (FFTT, 7/7/26)
We have rediscovered at great cost what America’s first Treasury Secretary Alexander Hamilton taught us: the nation that depends on its adversaries for critical inputs is neither truly sovereign nor truly prosperous. As we approach 250 years of American independence, we would do well to remember that our founders left us more than a Republic—they bequeathed a roadmap powerful enough to sustain it for two and a half centuries and beyond. -Treasury Secretary Scott Bessent,

The 10 Most Interesting Things We’ve Read Recently (FFTT, 6/26/26)
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.