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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

Why Hormuz will likely stay closed far longer than investors think (FFTT, 3/10/26)

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

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Luke Gromen March 10, 2026 2:16 PM No Comments

Mr. X: “Iran doesn’t need to defeat the US military; just the UST market.” (FFTT, 3/3/26)

Key points: Mr. X: Based on what I am hearing from reliable sources, I do not think this is going to be a short war.  Yet almost everything I read from western media, western financial analysts, and western policymakers suggests it is going to be a short war. FFTT: Yikes…if you are right, investors are NOT positioned for that. Mr. X: No, they are not…and not only that, the longer this war goes on, the

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Luke Gromen March 3, 2026 3:04 PM No Comments
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