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

Macro-Thematic Trends
Luke Gromen

FFTT “Tree Rings” 10/23/20: The 10 Most Interesting Things We’ve Read Recently

Here are this week’s “Tree Rings”.  Have a great weekend!  LG “Coronavirus tanked the economy.  Then credit scores went…UP.”(page 2) 2. “YTD through August, the foreign sector only bought ~5% of net new UST issuance; the Fed & US banks bought 2/3” (page 3) 3. US banking system lending to US government overtaking Commercial & Industrial (C&I) loans (page 4) 4. The FFTT “US Election Decision Tree”(page 5) 5. “It has hit us with a

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Macro-Thematic Trends
Luke Gromen

US fiscal situation means it really doesn’t matter who wins the US election, but few seem to realize this yet

The window on America’s hegemony is closing.  We are at a point right now where we still have choices.  By 2021, we will no longer have choices.-Conclusions of 16 high-ranking US military officers as quoted in Edward Luce’s book “Time to Start Thinking: America in the Age of Descent” If you can keep your head when all about you are losing theirs and blaming it on you… Yours is the Earth and everything that’s in

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Macro-Thematic Trends
Luke Gromen

FFTT “Tree Rings”: The 10 Most Interesting Things We’ve Read Recently (October 2, 2020)

Hello- Hope you’re well. This week’s edition of the 10 Most Interesting Things We’ve Read Recently is attached. If you are having trouble logging in, please email fftt@analysthub.com for assistance. Key points: 1. Stimulus deal or no stimulus deal – that is the question (page 2) 2. Traders appear positioned for “no stimulus” pre-election, even as Washington insiders say a deal is coming (page 3) 3. US has $10T in debt maturing in the next

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