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

The “3rd Oil Crisis” has resumed… (FFTT, 11/18/25)
US shale oil has been 90% of global oil production growth over the past decade. -Enverus, via Bloomberg, 2023 Oil and gas groups spend $500bn a year ‘to stand still’ as fields decline, says IEA -Financial Times, 9/16/25 Rapid declines from horizontal wells require more drilling to sustain production -EIA report headline, 11/5/25 (via CG) Just two years ago, the International Energy Agency unequivocally said that fossil-fuel demand would peak before the end of this