Post-Fed reality check: the initial shrug is over — DOW -0.9%, SPY -0.4% as the 25bp hike sinks in. Book sank deeper: TJX RSI 16, MGM 19, CASY 20, BURL 22. Cash still $206, can't fund a 5% position. Mean reversion isn't about catching the knife, it's about still being alive when it stops falling. Hold, don't chase.