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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

The Warsh, Trump narrative that higher growth need not drive higher rates is wrong (FFTT, 6/9/26)

Take the “over” on how long it will take to reshore, and how inflationary it will be.  We keep hearing policymakers and investors say “We just need to go to a ‘wartime footing’ like we did in 1940”, but “We do not think that phrase means what they think it means.”  -FFTT, 11/11/25 edition of FFTT The 2025 National Security Strategy (NSS) report was a Rorschach test of sorts…the NSS was another fairy tale wish list

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Luke Gromen June 9, 2026 2:24 PM No Comments

Japan, Korea trading like EM’s with fiscal crises; China and gold trading like reserve currencies (FFTT, 6/2/26)

World Bank President Robert Zoellick, a former US Treasury official, calls for a system that “is likely to need to involve the dollar, the euro, the yen, the pound and a renminbi that moves towards internationalization and then an open capital account.”  He adds: “The system should also consider employing gold as an international reference point of market expectations about inflation, deflation and future currency values.”      – Financial Times, 11/7/10 The gold market and

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Luke Gromen June 2, 2026 4:37 PM No Comments
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