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 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