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

The 10 Most Interesting Things We’ve Read Recently (FFTT, 9/23/22)

“The Fed needs to break the market.” (Page 2) Trailing 12-mma Foreign Private UST Bond and Note Purchases hit 40-year highs (Page 3) “Japan intervenes to prop up JPY for first time in 24 years” (Page 4) “It’s feeling a little disorderly in the UST market” (Page 8) “LQD (high-yield bond ETF) is back to the COVID lows (though a lot of this is due to duration.)” (Page 9) “California sees warning sign from weak

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Powell’s moment of truth arrives: Pivot or pain. (FFTT, 9/20/22)

A major crisis will likely follow if the Fed does not follow the BOJ in loosening policy.-FFTT, 4/20/22 Why we think the Fed will stop tightening by the end of 3q22-FFTT, 4/27/22 edition of FFTT The crescendo of what we have been calling “the scariest macro environment in our 27-year career” for the past 5 months is looking highly likely to arrive in September and into 4q 2022.  The EU (and likely the UK and

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The 10 Most Interesting Things We’ve Read Recently (FFTT, 9/16/22)

“Global volumes declined as macroeconomic trends significantly worsened later in the quarter, both internationally and in the US.” (Page 2) European terms of trade collapsing despite sharply weakening EUR (Page 4) “US shale bosses tell Europe: ‘There’s no bailout coming.’” (Page 5) “These 15 data points are the latest amongst various others that support the shale quality degradation thesis.” (Page 6) “EU countries would be required to curb their power use by 5% during the

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