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

First crack in Bessent’s “detox” narrative emerges as 6% SPX decline drives 3 bp rise in 10y UST yields (FFTT, 3/18/25)
“Look what I have to do is build a strong country. You can’t really watch the stock market. If you look at China, they have a 100-year perspective. We go by quarters, and you can’t go by that. You have to do what’s right. We’re building a tremendous foundation for the future, a tremendous foundation. Everything’s been taken away. We don’t make ships anymore…Honda, Toyota, they’re all coming in. You take a look at what’s

The 10 Most Interesting Things We’ve Read Recently (FFTT, 3/7/25)
PLEASE NOTE, WE WILL NOT PUBLISH NEXT WEEK AS WE WILL BE OFF FOR SPRING BREAK WITH OUR FAMILY. WE WILL RESUME OUR NORMAL PUBLISHING SCHEDULE THE FOLLOWING WEEK