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

The 10 Most Interesting Things We’ve Read Recently (FFTT, 1/15/21)

“Bitcoin is unlike any other bubble we’ve seen so far” (page 2) “December jobs report – recovery goes into reverse” (page 5) “Atop the powerful Senate Budget Committee at last, Bernie Sanders wants to go big” (page 7) “Fed officials see strong US rebound, fanning talk of taper” (page 9) “Criticism of the Fed is growing” (page 10) Capital flight out of the USD appears to be driving breakouts in EU, Chinese, and Emerging Market

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Macro-Thematic Trends
Luke Gromen

USD and volatility are likely to rise until something breaks as the US moves to defend USD system (FFTT 1/11/21)

UST supply/demand mismatch means the Fed finds itself facing the same choice it did in summer 2019: Cede control over the price of money or cede control over the quantity of money (i.e., grow the Fed’s balance sheet faster.) Ultimately, the Fed’s only politically-palatable choice is “grow the Fed’s balance sheet faster”, but in the near term, the Fed probably wouldn’t mind taking some froth out of markets first. Further supporting this line of thinking

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Macro-Thematic Trends
Luke Gromen

The 10 Most Interesting Things We’ve Read Recently (FFTT 1/8/21)

“China has set its sights on the US bond market, which showed new vulnerability last year.” (page 2) Three photos from this week that suggest any type of US austerity or rate hikes are politically untenable (page 4) Trailing 12-month US Treasury Receipts have begun falling again, suggesting the recovery has stalled out (page 6) The case for a sharp near-term USD rally in a nutshell (page 8) Legendary healthcare investor says “COVID new case

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