
Luke Gromen - FFTT, LLC
The Forest For The Trees is an in-depth research service provider for institutional and individual investors. We are focused on aggregating macroeconomic and thematic trends from many different industry verticals in an unconventional manner, with a particular eye towards recognizing investable developing economic bottlenecks for our customers. Our serious contrarian streak, ability to find and succinctly summarize the most critical pieces of information on a given topic, study of economic history and objective observation of key economic actors and events provides our customers a unique view of the world that adds significant value to their investment process.
Episodes


Recession or not? Is it time to buy bonds yet? When might the Fed be forced to reverse course?

Neutral reserve asset, Gold v. Silver, US Housing, Bonds, USD as Global Reserve Currency

Russia/China/US options for de-escalation and financial moves & more

Warning signs of a Fed pivot, How can inflation persist, Commodities risk in a China slowdown

Thoughts on rate hikes, Can the US let inflation run hot? Implications of oil pricing outside USD

Why oil rising is typically good for gold, why BTC is trading with tech stocks, & more

How far can Fed push tightening? Where will problems emerge for Fed overtightening? & More

Potential US Fiscal Path From Here, Is QE Money Printing or Not, & More

Fed Taper, Inflation needed to de-lever US debt, What will force Fed to “choose a horse”?

Views on China, inflation, “what’s the bond market telling us?”, USD, BTC, & Gold

How tech-induced deflation will likely force Central banks to fully reserve debt over time & more

Level of inflation that forces Fed re-think, Bitcoin ETF initial thoughts, & more

US fiscal position, inflation v. deflation, USD, financial repression, oil & gas

Interest rates, The relevance of Fed Standing Repo Facility, Scenarios that would change our outlook

Stimulus coming or not, farmland, most important thing to watch in coming weeks and months

QE Taper thoughts, BTC, Real Rates, & Gold Prices

Potential Fed tightening into stagflation impacts, BTC, political and economic volatility

Peak Cheap Oil, Potential catalysts for Fed getting more dovish, Path dependency differences

US debt/fiscal position, initial thoughts on Basel 3 gold NSFR carve-outs for LBMA
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