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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

AI may need a Federal backstop…so it can disrupt white-collar jobs and hike consumer electricity costs faster (FFTT, 2/24/26)

AI will NOT “take all the white collar jobs”; AI will take some jobs, and then systemic leverage will do the rest     -Title of the 2/17/26 edition of FFTT Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months.     -Business Insider, 2/20/26 U.S. artificial-intelligence startup Anthropic said three Chinese

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Luke Gromen February 24, 2026 1:55 PM No Comments

AI will NOT “take all the white collar jobs”; AI will take some jobs, and then systemic leverage will do the rest (FFTT, 2/17/26)

If AI does to white-collar work what globalization did to blue-collar, we need to confront that directly. Not with abstractions about “the jobs of tomorrow,” but with a credible plan for broad participation in the gains.     -BlackRock CEO Larry Fink, 1/19/26 Anthropic’s new AI tool sends shudders through software stocks…Anthropic releases new model that’s adept at complex financial research     -Bloomberg headlines, 2/4/26 and 2/5/26 I think we’re in the “this seems overblown” phase of something

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Luke Gromen February 17, 2026 1:50 PM No Comments
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