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

The 10 Most Interesting Things We’ve Read Recently (FFTT, 12/3/21)

“POWELL: AT NEXT MEETING WE WILL DISCUSS ACCELERATING QE TAPER BY A FEW MONTHS” (Page 2) “The poisoned chalice of the Fed chair job” (Page 4) The US fiscal crisis, “all in the open” (Page 5) “This is a big one – no its not clickbait” – Jeff Snider, Alhambra (Page 6) Emerging markets sovereign CDS index has just broken out to 2021 highs (Page 8) “The selloff in top-rated US corporate bonds continues –

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Expect more volatility until the Fed and markets understand the underlying dilemma. (FFTT, 12/1/21)

Key Points: US Federal debt of 125% of GDP requires high nominal GDP growth for an extended time to de-lever so the Fed can normalize policy without blowing up markets and the global economy. Global infrastructure cannot handle that high level of GDP growth without causing high inflation (see the last 12-18 months.) Physical resource constraints cannot handle the high level of GDP growth without causing high commodity inflation either (i.e., Peak Cheap Oil and

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The 10 Most Interesting Things We’ve Read Recently (FFTT, 11/19/21)

From “Is Inflation Dead?” to “It’s back.  Inflation – the FEAR is real, but maybe the MONSTER isn’t?” (Page 2) “Sunday political shows: Biden officials craft inflation message” (Page 3) “For the inflation surge to be permanent, one has to believe the 25-year deflationary trend in durable goods is suddenly over” (Page 6) “Power shortages, a hidden water crisis, and a hard landing in China” (Page 7) “China’s factory inflation grows at record 13.5% in

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