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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

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

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Luke Gromen May 20, 2025 4:37 PM No Comments
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