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

Iran War will force the US to choose: Save the UST market or save the USD…and soon (FFTT, 3/31/26)
…the 2nd Oil Crisis could be worked through, slowly, but the international financial system could not survive a 3rd Oil Crisis – the inflation would make it impossible to recycle the petrodollars to the oil importing countries with any hope of repayment [FFTT: in real (oil) terms], trade would crumble, and the system would be brought to its knees. -BIS Chair Jelle Zijlstra, 1980 Any intelligent enemy could easily manipulate the stock and commodities markets,