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

Global Economy Between a Rock and a Hard Place (FFTT, 2/1/23)
Hope you’re well. This week, in lieu of a normal FFTT report, we wanted to take step back and as such are publishing the attached 28-page slide deck titled “Global Economy Between a Rock and a Hard Place” reviewing the two key macro “big gears” we are most focused on (first bursting global sovereign debt bubble in 100 years + Peak Cheap Energy and Commodities.) This deck touches base on a number of the key