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

Quasi-price controls on oil, rates, volatility, v. looming oil supply issues, v. possible China/US currency deal? (FFTT, 5/12/26)
If the nation is engaged in a shooting war and government does not want to increase taxes enough to pay for it, is it likely that the Fed will keep the money supply growing at a sedate 3% annual rate and watch interest rates move to banana republic levels as the credit markets are destroyed? -Gary Shilling and Kiril Sokoloff, “Is Inflation Ending? Are You Ready?”, p. 14, 1983 We have a deficit [of oil]