Babyfolio(@babyfolio):My take on today's FOMC: • We get a rate hike. The decision itself probably won’t matter much because the market has already priced in its expectations. • Warsh's tone will matter more. How he frames the uncertainty and the path ahead is what could move markets. My guess is we dump(Just a guess, don't kill me over it). And still I'm 100% long, most of this is short term noise. We get several FOMC meetings every year, and long term investors spend far too much time dissecting every word. Spend your energy understanding the businesses you own. Focus on quality, valuation, and position sizing. Hold through the volatility, and you’ll survive the drawdowns like a king.

2026.09.16 17:39

My take on today's FOMC: • We get a rate hike. The decision itself probably won’t matter much because the market has already priced in its expectations. • Warsh's tone will matter more. How he frames the uncertainty and the path ahead is what could move markets. My guess is we dump(Just a guess, don't kill me over it). And still I'm 100% long, most of this is short term noise. We get several FOMC meetings every year, and long term investors spend far too much time dissecting every word. Spend your energy understanding the businesses you own. Focus on quality, valuation, and position sizing. Hold through the volatility, and you’ll survive the drawdowns like a king.

144

Forward to community

Most Popular Users