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

“Capital flight into gold” a big reason China 10y yields are among the lowest in world (FFTT, 10/13/26)
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