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Robert McGroarty Profile
Robert McGroarty

@HedgeyeRJM

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Director, Capital Allocation @Hedgeye | Macro Investing | #SpacesHost | Member of #HedgeyeNation | Not Investment Advice | Subscribe - sales @hedgeye .com

Stamford, CT
Joined October 2022
Don't wanna be here? Send us removal request.
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@HedgeyeRJM
Robert McGroarty
6 months
If you're looking for a way to honor the amazing @HedgeyeSnakeye , look no further than a foundation near and dear to his heart. Thank you to all members of @Hedgeye Nation that have reached out today. it has meant more than you know!
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@HedgeyeRJM
Robert McGroarty
6 months
🚀 Join us TODAY at 1 PM ET for an eye-opening webcast! 🌐📈 Why Longer-Term Investors Are Buying Japan (Not China) () 🇯🇵 vs. 🇨🇳: Uncover the economic tale of two giants! While Japan gears up for #Quad1 growth, China faces #Quad4 recession. 📉💹 🔍 Dive…
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Robert McGroarty
2 years
Here we go folks — Wednesday night means grinding through the #Notebook and reviewing all things #Process . I’m over the 🌙 to officially announce my new role @Hedgeye and can’t wait to work even more closely with #HedgeyeNation !!! #LFG @KeithMcCullough
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Robert McGroarty
9 months
David and I will be in Vegas next week, Charlotte October 4th and Toronto November 30th. If interested in a one-on-one with us around those dates/locations, please send sales @hedgeye .com a note requesting such. Working on coordinating a more casual dinner/cocktail event as well.
@dsaleminvestor
David Salem
9 months
I'm grateful to my Hedgeye colleague Emma Vlasic for hosting this session and to our Sales and Media teams for making it happen. Follow on inquiries welcomed and encouraged via Sales @hedgeye .com.
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Robert McGroarty
1 year
We’ve got our first lost tooth! Peach at dinner loosened it up, Dad gave it a little extra wiggle and this kid yanked it out before bed.
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Robert McGroarty
8 months
Wish to thank everyone for all their kind words pertaining to this morning's Macro Show. I'm truly humbled by the feedback...thank you!
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Robert McGroarty
2 years
60 more likes and Alex will receive $100 from @Hedgeye / @KeithMcCullough for his B-Day...like the original tweet below and let's show Alex the appreciation #HedgeyeNation has for all members of the team!!
@Hedgeye
Hedgeye
2 years
It’s Alex Ledda’s birthday today. Who’s Alex Ledda you ask? He’s one of the unsung heroes on our sales/customer service team. Let’s make his birthday extra special. For every 10 “likes” we’re giving Alex $1 dollar. Get to work #HedgeyeNation 😊
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Robert McGroarty
2 years
@KeithMcCullough dropping knowledge at #HedgeyeDallas !
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@HedgeyeRJM
Robert McGroarty
2 years
The worst US Yield Curve inversion since 1981...the crazy part - it could get even more inverted (see 1980).
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@HedgeyeRJM
Robert McGroarty
1 year
Day started with peameal bacon and eggs…ending with tomahawk steaks - Happy New Year to all!!
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@HedgeyeRJM
Robert McGroarty
1 year
The hits keep coming, baby! We'll start to release these weekly #SectorHeadSpotlight discussions to the public, as well. I had the pleasure of reviewing @HedgeyeRetail 's background, process and sector outlook this week!! (sneak peek of the outlook 👇)
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Robert McGroarty
1 year
My 4 year old daughter “couldn’t sleep” because she was so excited for Daddy to come home. I cherished every minute of that snuggle I just got!
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@HedgeyeRJM
Robert McGroarty
1 year
Apologies for the last minute cancellation of #WeeklyNotebookReview , but my daughter has a fever and my wife needs my help. We will be back at it next week!
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@HedgeyeRJM
Robert McGroarty
1 year
Making memories reading to my daughter’s preschool class this afternoon.
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@HedgeyeRJM
Robert McGroarty
4 months
🌟 Mark your calendars! Join @KeithMcCullough & @JamesGRickards on Feb 15, 2024, for an exclusive @Hedgeye webcast. Dive deep into the future of markets & strategies for success. Don't miss this dynamic duo in action! Register now & secure your spot. 🔗
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@HedgeyeRJM
Robert McGroarty
1 year
Good morning! We are ready for you @Hedgeye Nation.
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@HedgeyeRJM
Robert McGroarty
2 years
Happy Thanksgiving to all!! Family time is the best time…hope everyone has a brilliant day with their family and friends!!
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@HedgeyeRJM
Robert McGroarty
2 years
Rise and #Grind — wishing my daughter a very special 4th birthday today!!
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@HedgeyeRJM
Robert McGroarty
2 years
HL = Higher Low HH = Higher High LH = Lower High LL = Lower Low B = Big (aka BHL = Big Higher Low) DoD = Day over Day WoW = Week over Week FX = Currency FI = Fixed Income EQ = Equities TRR = Top End of Risk Range LRR = Low End of Risk Range Hope that Helps! :)
@Schee_is
Cold-Thrusted-Bubble Capital 🍋💩🎪💥
2 years
@HedgeyeRJM @KeithMcCullough Please explain the abbreviations. Thanks Robert! #hedgeyenation
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@HedgeyeRJM
Robert McGroarty
1 year
And, we are off…first snowboard session of the year!!
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@HedgeyeRJM
Robert McGroarty
1 year
And, we are off… #HedgeyeLive Golf at GlenArbor! Huge thanks to @KeithMcCullough for hosting us our group today.
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@HedgeyeRJM
Robert McGroarty
1 year
@KeithMcCullough just announced the most unbelievable news for one of the most deserving teammates ever @HedgeyeREITs - Honored to be on this team and massive congrats goes out to my friend, Rob, as well as the other two puck winners tonight!! #OneForAllAndAllForOne
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@HedgeyeRJM
Robert McGroarty
2 years
Complacency picked up on the up move yesterday. #PayAttention to the #ROC DoD, WoW and MoM as well as to the TTM Z-Score.
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Robert McGroarty
2 years
Rise and #Grind - Good morning! Putting in a Global Macro review #Shift with @Hedgeye Nation on this frigid Sunday morning. #LetsGoFolks
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Robert McGroarty
2 years
I know its fun to dunk on $AMZN & $AAPL tonight, but they are simply inventory within bearish trade and trend signals. IMO tonight should be about preparing for the next play - $ULTA $TXG $PEB $KMB $RY $SYY are simply just a few that could be next up. #GrindTime @Hedgeye Nation!!
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@HedgeyeRJM
Robert McGroarty
1 year
We are squarely in the chop bucket for both our long and short exposures at the moment. If you're not into managing the portfolio aggressively, remember that cash is a position and a decision not to act is, in fact, an action.
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@HedgeyeRJM
Robert McGroarty
1 year
For any @Hedgeye subscribers, I'd encourage you to watch the 1st episode of #HedgeyeOrientation where @dsaleminvestor discusses "Getting Structured for Investment Success" -- 3 more episodes are on the docket...Stay tuned #HedgeyeNation !! @KeithMcCullough
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@HedgeyeRJM
Robert McGroarty
1 year
Fun fact - Ricci drives a manual…if you didn’t love the guy before, come on!!
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@HedgeyeRJM
Robert McGroarty
11 months
Summer Fridays are for ice cream and sand in the toes…Have a brilliant weekend @Hedgeye Nation!
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@HedgeyeRJM
Robert McGroarty
1 year
I’ve got a #DeskMate this morning!!
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@HedgeyeRJM
Robert McGroarty
2 years
On a side note, @KeithMcCullough was on a call today around lunch time that I only briefly overheard and desperately wanted to be silently listening in on - I bloody LOVE my new seat!!
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@HedgeyeRJM
Robert McGroarty
2 years
Pencils down...Hope you executed appropriately! On an unrelated market note, we had a content meeting today and the pipeline/ideas is most definitely "bullish trade, trend and tail" -- watchout world!! @Hedgeye
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@HedgeyeRJM
Robert McGroarty
1 year
Good news - Secured our “new” family car tonight just in time for our trip to see my family in Canada for the holidays!! Was not an ideal situation, given the unforeseen engine trouble w/ the Volvo, but like markets got to deal w/ the current situation and not the one you want.
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@HedgeyeRJM
Robert McGroarty
2 years
🍻 folks to another great day of executing the process…Keep #Grinding out there!!
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@HedgeyeRJM
Robert McGroarty
2 years
Rainy day Santa Parade about to go down!! Happy Holidays to all you filthy animals out there in @hedgeye Nation!!
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@HedgeyeRJM
Robert McGroarty
1 year
My colleague, Ryan Ricci, published a phenomenal summary in this morning's #EarlyLook from @Hedgeye where he highlights some global macro data released this week that's screaming #GlobalRecession . Snippet below... #PayAttention !!
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@HedgeyeRJM
Robert McGroarty
1 year
@Hedgeye is ready for NYC!!
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@HedgeyeRJM
Robert McGroarty
1 year
Good morning! Enjoyed the #MarketChatter discussion with @Mike_Taylor1972 last night. If you missed it, check it out below and have an absolutely brilliant Friday!
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@HedgeyeRJM
Robert McGroarty
1 year
Doing our best to review a #BetterWay with Family Offices, RIAs and Private Banks! @Hedgeye @KeithMcCullough
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Robert McGroarty
3 months
Better #PayAttention because the retail team is about to deliver it this week. Earnings galore plus... 🚨 This Friday: Don't miss a groundbreaking session with Marcus Lemonis, @AlderLaneEggs & the @Hedgeye Retail team! 🕛 Time TBA tomorrow. Dive deep into Retail, $BYON, &…
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@HedgeyeRJM
Robert McGroarty
7 months
$VIX risk range has been compressed...US equities riding that wave of suppressed volatility. Positive gamma signals stability amid quant fund buying.
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@HedgeyeRJM
Robert McGroarty
1 year
My snow removal crew!!
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@HedgeyeRJM
Robert McGroarty
11 months
Chasing the light on 18!
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@HedgeyeRJM
Robert McGroarty
1 year
#WeekendGrind - Saturday night spent 3 hrs reviewing “stuff” and been at it since about 8:30 this morning preparing for the week ahead. Shifting to family time shortly, but will be back. If you haven’t read Friday’s #EarlyLook , make it a priority today. #LFG @Hedgeye Nation!
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@HedgeyeRJM
Robert McGroarty
1 year
When one of the most understated people @Hedgeye tell you to "strap in"...Oh boy!
@HedgeyeFIG
Joshua Steiner
1 year
10YR-3MO Lowest Since 1982. Strap in.
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Robert McGroarty
9 months
The $SPX low of the day was 38 cents above the refreshed LRR from Floki (aka @KeithMcCullough ) -- talk about a thing of fractal beauty! Plus, the Red Eye was put back on around 4435...that's ~75bps of alpha in about an hour.
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@HedgeyeRJM
Robert McGroarty
2 years
I know it’s hard to believe but we aren’t talking #Stahks ! @Hedgeye Dallas off to a #strong start.
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@HedgeyeRJM
Robert McGroarty
10 months
It’s a good night for a little ribeye!
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@HedgeyeRJM
Robert McGroarty
1 year
Good morning! Deceleration in volume on the up move across most US Equities yesterday while the $VIX put in a new 1M & 3M closing low. Notice the complacency creeping into $XLB $XLC $XLK after yesterday’s move ↗️, especially $XLK with an IVOL (-) of -24% while probing TRR.
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@HedgeyeRJM
Robert McGroarty
2 years
VERY important coaching note out of @KeithMcCullough in that last #RTA -- Fade your Feelings and Execute on your Process...its the reason we put in all the long hours so that we don't have to "think" in the moment. #PayYourself
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@HedgeyeRJM
Robert McGroarty
1 year
A little ice fishing about to go down!
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@HedgeyeRJM
Robert McGroarty
2 years
Here’s a spicy nugget from an internal research note from @HedgeyeUSA delivered to my inbox earlier this morning. The entire @hedgeye Team is chalk full of #Beasts !!
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@HedgeyeRJM
Robert McGroarty
1 year
Good morning! Some IVOL (-)s showing up on the board this AM including EWJ at -15% (a -1.5x TTM z-score). That’s a sell some Japan signal on green today as the Nikkei continues to positively diverge from the rest of Asian equities. Note, consensus remains short Japan w/ a…
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@HedgeyeRJM
Robert McGroarty
9 months
$VIX taking out the 1 month high from August of 17.21 today with the 3 month high sitting at 17.90. Also, went Bullish Trend on the pin sheet this AM. Risk happens slowly and, then, all at once! Pay attention and stick with YOUR process.
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@HedgeyeRJM
Robert McGroarty
2 years
Feeling about 70% and my voice is kind of shot, but I’m hoping a few amigos like @GavinGewecke @jimmyrunsmoney @thousandairefx @trendwhizo might be able to help carry a portion of the load tomorrow. Set a reminder & see you at 2 PM ET!
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@HedgeyeRJM
Robert McGroarty
11 months
If you missed this real conversation this week, make sure you watch it over the course of the next few days. It was an absolutely brilliant discussion reviewing current market dynamics/flows between two real pros @profplum99 @KeithMcCullough !
@Hedgeye
Hedgeye
1 year
This conversation between @KeithMcCullough and Mike Green @profplum99 today is the most insightful (and actionable) investing discussion you'll watch this month. Full stop. Get free access to this webcast:
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Robert McGroarty
1 year
Good morning! Consensus remains massively net short US Treasuries while we are primarily in “wait & watch” mode (long $IEF small) with the US10Y signaling Neutral Trend and the $MOVE accelerating to 145 as of late. Have a great day!
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@HedgeyeRJM
Robert McGroarty
1 year
These guys make the day regardless of the portfolio outcome, which today happened to be a very good one!! Have a wonderful weekend @Hedgeye Nation!
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Robert McGroarty
1 year
Good Morning! Selling some Gold and Silver yesterday was a good idea. Buying some $BNDD was too with the US10Y + US30Y down this AM after trading pretty close to TRR yesterday. $XLY & $XLRE both have slight IVOL discounts and we like them short side at TRR. Have a great day!
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@HedgeyeRJM
Robert McGroarty
1 year
Confessional time -- I screwed up trading shorter dated options today. #GetBetterMcGroarty
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@HedgeyeRJM
Robert McGroarty
1 year
Rise and #Grind — worked late on #ABeginnersGuide last night…Hope you’ll be able to join live at 11:30 AM today exclusively in #TheArena !!
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@HedgeyeRJM
Robert McGroarty
8 months
Appreciate all the wonderful feedback on our conversation with @Mike_Taylor1972 yesterday. As a special thank you, I coordinated with the team to provide all members of @Hedgeye Nation (whether existing clients or new) with #Free access to our research for the next 30-days!…
@HedgeyeRJM
Robert McGroarty
8 months
Here we go… See y’all after market close with a special guest appearance from @Mike_Taylor1972 providing @Hedgeye Nation with an update to what he’s seeing within the Global Investing landscape.
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Robert McGroarty
1 year
@KeithMcCullough with an UNREAL #RTA walking us through some market dynamics that are occurring right now. Note, we are 3.5 hrs into our annual all company meeting. We cherish/support each other and love every member of @hedgeye Nation! #LFG
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@HedgeyeRJM
Robert McGroarty
1 year
A little snippet on flow out of #Goldman sent along by a good buddy of mine who thought it might be worth sharing with #HedgeyeNation . 🍻
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@HedgeyeRJM
Robert McGroarty
1 year
Price sorted by 3M returns --> Counter trend rallies in $XLE $XLRE $XLF while $XLP $XLV $XLU maintain their Bullish trends. Note, $XLRE got tagged short side by @KeithMcCullough in #RTA yesterday. #WeekendWork h/t @KoyfinCharts for the US Sectors Market Dashboard
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Robert McGroarty
1 year
The little guy (and wife) surprised me with matching shirts tonight. ❤️ Let’s #RockAndRoll @Hedgeye Nation!!
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Robert McGroarty
7 months
$XLE biggest loser this past month (went bearish Trend Nov 7th). $XLK has been bullish Trend since Nov 7th and $XLU went bullish Trend Nov 15th. $XLF is back to neutral Trend this week just FYI.
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@HedgeyeRJM
Robert McGroarty
1 year
Update…Great conversations are happening!! @KeithMcCullough @mablum @hedgeye
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@HedgeyeRJM
Robert McGroarty
1 year
@hedgeye Dinner about to go #Down !
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Robert McGroarty
1 year
👇👇👇 @KeithMcCullough telling us the #Garbage is about to get #Incinerated -- #Execute and see us in a week! (Reminder CPI out Thursday January 12th at 8:30 AM ET)
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@HedgeyeRJM
Robert McGroarty
9 months
It's simple... #MustWatch especially if you're truly interested in learning more about the underlying mechanics of the current investment landscape!! The @t1alpha team crushed this incredibly insightful conversation with @KeithMcCullough .
@Hedgeye
Hedgeye
9 months
What REALLY Makes the Markets Move? In this free Real Conversations webcast, @KeithMcCullough & the @t1alpha team remove the mystery behind that question. "Nobody who's actually making markets and options has the time to be like, 'What do you think Coca-Cola's earnings are…
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Robert McGroarty
1 year
@OtherSide_AM getting a solid callout inside @Hedgeye #MarketEdges this week. Original tweet 👇 and give him a follow!
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@OtherSide_AM
Other Side Asset Management
1 year
33.2 million Small businesses represent 99.9% of all businesses in the US - contribute ~ 45 to 50% of GDP. These businesses employ 500 or fewer employees They will be laying off employees - you can count on it. This is NOT bullish
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Robert McGroarty
1 year
Good morning! Consensus is short the US2Y, US5Y and US10Y. Note, they significantly increased their short exposure to the US2Y this week by adding 108,494 contracts to the short side, which take total net exposure to a -2.17x 1Y z-score. We remain in the higher for longer…
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@HedgeyeRJM
Robert McGroarty
1 year
Quick reminder, Price ↘️ + Volume ⬆️ + Volatility ↗️ = a Bad Combo!
@KeithMcCullough
Keith McCullough
1 year
VOLUME: #accelerated on yesterday's broad based down day
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Robert McGroarty
2 years
New slot, same format…but, with some bonus production content you’ll only find @Hedgeye !! Giving everyone plenty of notice for those who wish to participate live. Set a reminder for next week’s #WeeklyNotebookReview …this time during market hours! #LFG
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Robert McGroarty
2 years
Coach @KeithMcCullough on #TMS this AM is making me want to run through a wall to #Execute for the people around the world that have #NoClue what's coming down the pipeline with #GlobalQuad4s about to hit them in the face! #LFG @Hedgeye Nation!
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Robert McGroarty
1 year
I really wish I wasn’t on a train with s*** Wifi right now. @KeithMcCullough hitting the #RTA buttons on core positions and I’m sitting here like it’s 1987 watching a ticker tape.
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Robert McGroarty
1 year
Good morning — remember, CPI is simply a data point. Have a great day out there!
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Robert McGroarty
2 years
I got no idea and don't really care. Just got off 3 hours of calls and about to jump on another...Notice, @KeithMcCullough hasn't hit a single button in #RTA since 10:19 AM where he gave you not 1 but 2 longs to tuck into the portfolio. #Patience #PeaceOfMind #Process
@DataProbability
Quad/Vasp Addict
2 years
who blew up Robbie???? @McGroartyRobert
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Robert McGroarty
1 year
Totally normal moves in Global Yields - +63% on $JP10Y 👀 - Keep watch on those trends lines!
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@HedgeyeRJM
Robert McGroarty
1 year
Safe travels to all attending @Hedgeye #MiamiRegional this week. Look forward to another great event and reviewing #Process with #HedgeyeNation . Here we go!!!
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Robert McGroarty
11 months
Perks of being in the @Hedgeye office: 1) @KeithMcCullough quickly pops over to tell me which $XLI puts he just bought 😉 2) Get to see Bob Rich’s draft cartoons
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@HedgeyeRJM
Robert McGroarty
8 months
Huge thanks to @Mike_Taylor1972 for joining #HedgeyeNation this afternoon on #WeeklyNotebookReview . Always a pleasure and always fun to run through bigger picture macro stuff down to the individual company level. Replays available across @Hedgeye channels tomorrow.…
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Robert McGroarty
1 year
$XLY looks like one of the best full cycle core shorts on the board today. Near the TRR on below average Volume with an IVOL (-) with coach @KeithMcCullough short $AMZN within #RTA (one of $XLY‘s biggest components).
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Robert McGroarty
2 years
Rise and #Grind - Fighting thru the flu, but I’m here - Good morning!!
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@HedgeyeRJM
Robert McGroarty
1 year
"The higher they take US Equity Beta (from here), the higher the probability that the US stock market crashes on what I'd call my immediate-term TRADE duration (3 weeks or less)..." - a quote from @KeithMcCullough delivered as a #CoachingNote within the last half hour. #EXECUTE
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Robert McGroarty
1 year
Update - 1 Rainbow Trout #WeFishing
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@HedgeyeRJM
Robert McGroarty
1 year
A little ice fishing about to go down!
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Robert McGroarty
1 year
You come for the macro investing data, you stay for cute pics and jokes! 😉
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@HedgeyeRJM
Robert McGroarty
11 months
2023 @Hedgeye flip cup champs!! We did it @KeithMcCullough @HedgeyeDJ
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@HedgeyeRJM
Robert McGroarty
1 year
Happy Father’s Day to all! My wife insisted on getting the fire started herself tonight.
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@HedgeyeRJM
Robert McGroarty
2 years
Rise and #Grind - Good Morning!!
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@HedgeyeRJM
Robert McGroarty
2 years
Happy Halloween folks from the McGroarty crew (aka Elsa and Spider-Man)!!!
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@HedgeyeRJM
Robert McGroarty
1 year
@Mike_Taylor1972 's "Steps to the Bottom" from a #WeeklyNotebookReview in May 2022. We will review where we go from here on Monday, March 13th at 4:30 PM EST via Twitter Spaces. Set a reminder and see you Monday!
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Robert McGroarty
2 years
Great session today and a HUGE thanks goes out to my friends @GavinGewecke @jimmyrunsmoney @Mike_Taylor1972 @HedgeyeREITs @trendwhizo for taking a load off my shoulders while fight off this flu. Next week, we will be live on Thursday Dec. 15 at 2 PM Eastern.
@HedgeyeRJM
Robert McGroarty
2 years
Feeling about 70% and my voice is kind of shot, but I’m hoping a few amigos like @GavinGewecke @jimmyrunsmoney @thousandairefx @trendwhizo might be able to help carry a portion of the load tomorrow. Set a reminder & see you at 2 PM ET!
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Robert McGroarty
1 year
Good morning! $SPX up with Volume down and $VIX up while the US10/2YC makes new 1M closing lows at -60.5 bps (it’s even more inverted this morning down ~4bps). Those similar sets aren’t screaming rainbows and sunshine. Have a great day!
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@HedgeyeRJM
Robert McGroarty
1 year
Holy cow...the LRR, on a Trend duration basis, for Bitcoin Miners is 👀 opening @KeithMcCullough !! Who's ready to make serious 💰 this week/this month/this quarter/this year @Hedgeye Nation?!?!
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Robert McGroarty
1 year
I had a blast recording this 1-on-1 with @KeithMcCullough and look forward to potentially doing more of these with him in 2023. I’d highly recommend you spend some time this holiday season learning from a real pro!!
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Hedgeye
1 year
WATCH THIS @KeithMcCullough and @HedgeyeRJM discuss the origins of our GIP model, defining portfolio rules and the skills you need to be a successful investor.
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Robert McGroarty
1 year
Phenomenal conference today at the #PrivateWealthForumSoutheast ! We met some wonderful investors and provided compelling reasons to lean into the @Hedgeye #BetterWay . Now, we get to celebrate as a team and look forward to seeing many local members of #HedgeyeNation tomorrow!
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Robert McGroarty
1 year
As promised, @Hedgeye #ETFPro updates in your inbox from @KeithMcCullough . 1) Removed 3 shorts 2) Added 5 longs + 1 short These changes reflect our "Go Anywhere" Portfolio, as we made moves within Global equities, US equities, FX as well as the Commodities complex. #LFG
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Robert McGroarty
7 months
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