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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

Sharply higher real rates trigger chaotic US NIIP unwind; MOVE Index nears levels that have presaged intervention (FFTT, 9/29/26)

…if global real interest rates returned tomorrow to their historical average of roughly 2%, given the existing level of US government debt and large continuing projected deficits, the US would likely experience an immediate fiscal dominance problem.– Charles Calomiris, St. Louis Fed white paper, 6/2/23 …suppose that the demand for government bonds implies an interest rate on bonds greater than the economy’s rate of growth. Then, if the fiscal authority runs deficits, the monetary authority

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Luke Gromen September 29, 2026 1:54 PM No Comments

Fed rate hike proves “NIIP dominance” (rate hikes or cuts will send LT UST yields higher) (FFTT, 9/22/26)

Federal Reserve defies Donald Trump with first rate rise since 2023  -Financial Times, 9/16/26 Part of the independence of the Federal Reserve is we stay in our lane. Independence is a 2-way street.  We let people that do trade policy and fiscal policy stay in their lane too.  -Fed Chairman Kevin Warsh, 9/16/26 …Warsh said as he raised fiscal expenditures by $50B over the next year [with his 25-basis point rate hike.]  -Mike Green, via

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Luke Gromen September 22, 2026 1:52 PM No Comments
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