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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

US 10y real yields hit 2%, a danger zone that has immediately elicited weaker USD past 5 years (FFTT, 7/28/26)

Real yields on 10y USTs have hit the highest level since 2023. -Lisa Abramowicz, Bloomberg, 7/22/26 … if global real interest rates returned tomorrow to their historical average of roughly 2%, given the existing level of US government debt and large continuing projected deficits, the US would likely experience an immediate fiscal dominance problem. – St. Louis Fed white paper by Charles Calomiris, 6/2/23 Federal Reserve Chair Jerome Powell finds himself in a place no central

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Luke Gromen July 28, 2026 3:33 PM No Comments

A.I. macro setup in 3q26 = subprime macro setup in 3q07, on steroids (FFTT, 7/21/26)

OpenAI & Anthropic are curbing secondary market purchases, closing gates, [because] they need money and the secondary market trading down kills the bond market.      -Veteran hedge fund manager to FFTT, 5/12/26 We can’t ignore what just happened. The American moat in AI software is not as strong as many of us had hoped. It’s time to recognize the AI race for what it really is: an industrial systems competition to build and install

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Luke Gromen July 21, 2026 3:58 PM No Comments
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