You can make the case that bad things happen in October.

If you've had a turbulent August/September period, ... It's less likely you're going to get sucker-punched in October.

Oct. 10? Hey, that's my birthday!

This is a little bit like getting a bigger-than-expected package in a much prettier wrapping and huge bow, but you open it up and it's exactly what you thought you were going to get.

The problem, ... is that the markets have fallen sharply and they've fallen because all these financial shenanigans are coming unraveled.

My view is the previous months were the aberrant month, and June makes more sense.