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 accelerates on the road to explicit YCC (FFTT, 8/11/26)
“We will do whatever it takes to support them in a way that helps the American economy, the American taxpayer,” Bessent said in an interview on CNBC two days after confirming Treasury had joined Japan’s finance authorities in an intervention to prop up the yen. -Reuters, 8/4/26 Wall Street traders and strategists say US Treasury Secretary Scott Bessent is sending fresh signals that he’s eager to keep bond yields from spiking higher. First, he staged the US’s first currency

The 10 Most Interesting Things We’ve Read Recently (FFTT, 7/31/26)
PLEASE NOTE: Next week we will not publish as we will be on vacation with our family. We will return to our normal publishing schedule the following week.