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

Bessent inadvertently tells investors to sell LT USTs (FFTT, 5/20/25)
We’ve inherited a 6.7% deficit-to-GDP, the highest outside war or recession. Our focus is to grow the economy faster than the debt, that’s how we will stabilize debt-to-GDP. We are going to grow the GDP faster than the debt growth and that will stabilize the debt-to-GDP, which … is the most important number. -Treasury Secretary Bessent, NBC, 5/18/25 Some people will think the 2¾ nonmarketable bond is a trick issue. We want to meet that