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

Strains intensify in supply chains and western sovereign bond markets, as complacency reigns (FFTT, 4/14/26)
Fifty days of temporary elevated prices … for 50 years of not having an Iranian regime with a nuclear weapon, the American people, they are beginning to understand, thanks to President Trump, that there is no prosperity without security. -Treasury Secretary Scott Bessent, NBC’s “Meet the Press”, 3/22/26 When asked about whether the war in Iran would ultimately be good for bad for the US economy, Bessent said, “I think we will look back and