“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
Today is one of the biggest gaps between perception and reality we can recall ever seeing in our 30-year career in investment research: Most likely policy options/paths forward from here based on what we know today:
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