FFTT, LLC

the  forest  for  the  trees

Chances are good that you’re looking to fill in some nagging holes or gaps of information that could have a direct impact on your investment strategy if not filled.

Information overload is real. The onset of the internet has given us access to so much data that it’s seriously overwhelming - what’s real and true? What sources can you trust? Who are the top authorities out there?

Most information available online is valuable, some is clearly news that is unreliable, but making sense of it all can be a huge burden. And discerning valuable information takes time, time that you might not have.

We need to understand not just economics, but political economics, too.  When you have greater understanding of how these areas intersect, you can adjust your investment strategy as necessary. 

Hi, I’m Luke Gromen, founder of FFTT, LLC (Forest for the Trees).

Whether you’re part of a sophisticated financial institution, a private investor, or a individual protecting family assets, you desire to make even more informed investment decisions.

You’re ready to cut through the fodder to get only the most valuable information that’s available. 

You want to make sense of what is truly impacting markets.

With FFTT, LLC, you’re not only getting access to the financial data that matters, you’re getting my historical analysis, critical thinking, and thematic research to help you make informed decisions.

When you connect with FFTT, LLC, you’ll meet Mr. X, a fictional, sovereign creditor, who I discuss how the changes to the USD will likely affect the global economy to create financial and geopolitical shifts in the coming years.

Together, our insight will lead you to make smarter, more informed investment decisions. Our goal is to give you great macroeconomic commentary and clear explanations of complex ideas highlighting insights that you might not have considered before. 

Insights that can change the trajectory of how you look at market activity and the world. 

Access one of our most popular reports from Mr. X to gain a new perspective.

What does all this mean?

Here’s what you should take away from this report:

1) If "Big deficits + tighter monetary policy is good for the USD, then big deficits + looser monetary policy should be USD negative.”

2) The "Soros/ Druckenmiller-inspired strong USD playbook” you and I discussed nearly two years ago and which was tried by the US Administration and US Fed over the past nine months just failed, but structural USD bulls are as yet still in denial about it.

3) For as long as FX-hedged UST yields remain negative and the USD is not weakened meaningfully, the only assets you’ll likely want to own are cash and gold. If authorities let this situation persist for too long without weakening the USD, the global economy will likely head towards recession."

Understanding your financial future clearly requires that you consider many perspectives before making decisions. You, too, can see the Forest for the Trees.

** For information on FFTT Tree Rings, visit here.

Contact Information

Luke Gromen, CFA
Forest for the Trees

For more information on subscribing to our research or other questions, please contact our team at info@fftt-llc.com or call 440.732.0764.