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

AI may need a Federal backstop…so it can disrupt white-collar jobs and hike consumer electricity costs faster (FFTT, 2/24/26)
AI will NOT “take all the white collar jobs”; AI will take some jobs, and then systemic leverage will do the rest -Title of the 2/17/26 edition of FFTT Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. -Business Insider, 2/20/26 U.S. artificial-intelligence startup Anthropic said three Chinese