Menu
Linkedin Twitter

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

Long-term USTs are now trading like “risk-on” assets (FFTT, 12/5/23)

The only thing keeping the US government solvent was the very inflation the Fed has been fighting.     -FFTT, numerous times since early 2022, most recently 11/17/23 The month of November saw the largest easing in financial conditions of any single month in the past four decades.     -Goldman Sachs research, via EMH, 12/1/23 Key points:

Read More »
Luke Gromen December 5, 2023 3:30 PM No Comments
VIEW ALL REPORTS