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
Bessent’s “3 Arrows” all require a much weaker USD (FFTT, 12/3/24)
We may continue seeing this deflationary export glut come from China, and then at a point, and I don’t know if it’s because of tariffs, I don’t know if it’s because of some boycott on Chinese products that the rest of the world is just going to say no mas, that you can’t have 13% of the population and 30% of the exports. – Scott Bessent, 10/17/24, via Simplify Asset Management President Trump’s very fixated