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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

US government owes $3T a year in a hard currency it cannot print (and $100T+ overall) (FFTT, 8/25/26)

We’ve never had a decline in house prices on a nationwide basis. So, what I think what is more likely is that house prices will slow, maybe stabilize, might slow consumption spending a bit. I don’t think it’s going to drive the economy too far from its full employment path, though.   – Chairman of CEA (and soon-to-be Fed Chairman) Ben Bernanke, July 2005 As Michael Lewis recounts in The Big Short, the investor Michael Burry quoted

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Luke Gromen August 25, 2026 2:44 PM No Comments

3q26 TBAC report shows Bessent has an Emerging Market hard currency debt spiral problem, today (FFTT, 8/18/26)

Fitch forecasts the 2026 GG deficit will widen to 7.4% of GDP in 2026 from 6.8% in 2025, driven by One Big Beautiful Bill Act tax cuts and USD100 billion in tariff rebates as of July 2026. GG deficits, forecasted at 7.4% of GDP in 2027, will remain the highest in the ‘AA’ category, partly reflecting higher military expenditures, and interest costs. Fiscal pressures will increase as Medicare and Social Security expenditures expand by nearly

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Luke Gromen August 18, 2026 11:28 AM No Comments
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