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Sometimes everything goes wrong.

Today, everything went wrong. And I mean everything, stocks, bonds, news flow, counter, you name it, which is why the Dow ultimately tumbled 249 points. SB lost 0.69%. Nasdaq dropped 0.82%.

And this came after a big rally into the close.

How could everything be most foul? And yes, how can we so profit from it? Let us count the

wayward ways and try to make sense of this market in what seems like a census world, but is not. First, this is

the first day of a notorious trading month, September, where the market has historically

performed very poorly. On average, it's the worst of pretty much all 12 months. Sell, sell, sell,

sell, sell, sell. Four out of the last five years, September's been down. Self, sell, sell, sell. It's average a decline of 2% for the last decade. Horrendous. A bear could say, I rest my case. Why is it like this? For starters, lots of reasons having to do with how the year unfolds. In a good year like this one, big institutions take a look at how much they're up, and they axiomatically take profits. Silly? No, it's being responsible. I did it every year at my hedge fund when I was up this big at this time. I was done. Yeah, finished for the year. If you aren't in, you can't give anything back. I sold

many of the positions that were in my trading account. I had some investments I didn't trade

right at this point of the year and just day traded until January. By the way, what do

do you think I got this idea? I wasn't alone. Almost all the big guns did the same thing I was taught.

Many mutual funds also have years that end in October,

so they have to take profits before that for taxes. Knowing that, some big funds try to get

...