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, 5/27/22)

“Fed rate hike pause in September may ‘make sense,’ Atlanta Fed’s Raphael Bostic says” (Page 2) “Amazon aims to sublet, end warehouse leases as online sales cool” (Page 3) “I fear something wicked this way comes…” (Page 5) “Truckload spot rates tank fast thanks to fuel costs” (Page 7) Global assets have fallen by ~34% of global GDP in just over five months (Page 9) New Home Inventories suggest the US is either near a

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Mr. X: “The US economy appears to be slamming on the brakes, not tapping the brakes.” (FFTT, 5/25/22)

Monetary policy is 98% talk and only 2% action.-Former Fed Chairman Ben Bernanke, 3/30/15 (via DC) Summary: Mr. X: In my view, it is HIGHLY likely that US economic and corporate earnings data are about to weaken markedly, as the US economy appears to be not tapping on the brakes but slamming on the brakes.  This should become much more apparent over the next 1-2 months.  As it does, the Fed will either: Immediately get

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The 10 Most Interesting Things We’ve Read Recently (FFTT, 5/20/22)

Chinese economic growth falls sharply, contributing to biggest capital outflows since 1q20 (Page 2) “China insists Communist Party elites shed overseas assets, eyeing western sanctions on Russia” (Page 3) “Wall Street warns stock, bond liquidity is getting as bad as 2020” (Page 6) Corporate earnings and economic data releases point to more job cuts, lower US tax receipts, lower US growth (Page 8) “NY FED’S WILLIAMS: NOT SEEING SIGNS OF MARKET DYSFUNCTION IN THE TREASURY

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