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

Long-term USTs are now trading like “risk-on” assets (FFTT, 12/5/23)
The only thing keeping the US government solvent was the very inflation the Fed has been fighting. -FFTT, numerous times since early 2022, most recently 11/17/23 The month of November saw the largest easing in financial conditions of any single month in the past four decades. -Goldman Sachs research, via EMH, 12/1/23 Key points:
Luke Gromen
December 5, 2023
3:30 PM
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