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

Macro-Thematic Trends
Luke Gromen

US encourages G-7 allies to isolate China…why this could be quite inflationary over time (FFTT, 6/15/21)

Last weekend’s G-7 meeting was perhaps the clearest signal yet that the US is encouraging and actively working with US allies to attempt to economically-isolate China as a means of winning the so-called “Great Power Competition” v. China. The problem is with China being the world’s biggest trading partner, energy importer, and contributor to projected global GDP growth for 2021, any US call for allies to isolate China is effectively a call for US allies

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Macro-Thematic Trends
Luke Gromen

The 10 Most Interesting Things We’ve Read Recently (FFTT, 6/11/21)

“We are growing considerably faster than our trading partners” – White House Economic Advisor (page 2) “The next packages are not meant as stimulus, they’re investments…” – Janet Yellen (page 3) “US plows cash in R&D as China triggers a “Sputnik Moment” (page 4) World food prices, China CPI inflation growing at the fastest pace since 2008 (page 5) “Powell’s Dollar, China’s problem” (page 8) “World Bank puts 2021 global GDP growth at 5.6%.  Fastest

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Macro-Thematic Trends
Luke Gromen

US government quietly forecasts negative real rates through 2027. (FFTT, 6/9/21)

A President’s budget is the clearest signal of his priorities, and we keep finding gems buried in the White House document released under holiday weekend cover on May 28. Well, maybe gems isn’t the right word, but consider the budget’s not-so-subtle message to the Fed about interest rates…White House economists are assuming negative real interest rates all the way through the end of the 10-year budget window in 2031.-WSJ Editorial Board op-ed, 6/2/21 They’re saying

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