The 10 Most Interesting Things We’ve Read Recently (FFTT, 3/8/24)
PLEASE NOTE WE WILL BE OFF NEXT WEEK FOR THE SPRING BREAK HOLIDAY; WE WILL RETURN THE FOLLOWING WEEK. Thanks!
“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.
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.
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.”
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.
Macro-Thematic Trends
Luke Gromen
PLEASE NOTE WE WILL BE OFF NEXT WEEK FOR THE SPRING BREAK HOLIDAY; WE WILL RETURN THE FOLLOWING WEEK. Thanks!
Common sense holds that investors should get paid more for taking more risk. This tends to be true in the bond market: The further you extend the maturity of bonds you hold, the more uncertainty you are underwriting and the more you should get compensated… Currently, the U.S. bond market doesn’t follow this logic. The yield curve is inverted, with cash yielding more than longer-dated bonds. The odds are that this trend will not continue.