The biggest under-performers in 2013 have been those who invest according to hackneyed market truisms.

The Hindenburg Omen: Stocks are up 9% since the first sign of the dirigible of doom on April 5th. The sell signal has appeared many times since over the last six months, each of which coming below where the market sits today.

Sell in May and go away: The S&P500 (^GSPC) is up just under 7% since May 1st.

Sell Rosh Hashanah, buy Yom Kippur: Not this year. Stocks rose more than 2%

September is terrible for stocks: Again, not this year. Despite weakness into the end of the month, stocks rose more than 3.5%.

So here comes a double whammy for markets. October is legendary for the crashes of 1929, 1987 and a month-long deluge of pain that was September 2008. Add to that the notion that government shutdowns are bad for markets and many investors are battening down the hatches.

Simon Baker of Baker Ave Asset Management would be happy to buy whatever stocks you'd care to sell. "The big mistake everyone has been making the last 18 months is not being long the market" Baker points out in the attached clip. Baker isn't going to strenuously argue against the notion of some profit taking here but he's running out of the frying pan and into the fire on the risk side.

It's finally here. Three-and-half years after the Affordable Care Act was signed into law, the Obamacare health care exchanges are up and running — sort of.

In the weeks leading up to the October 1 launch, we've seen small businesses receive a one-month reprieve, heard reports about unqualified and unscreened "facilitators" helping people sign up, and witnessed the emergence of entire websites dedicated to pointing out failures of the controversial program.

According to Les Funtleyder, health care strategist at Poliwogg, the next few days, weeks and months will highlight many unintended consequences and reveal very little in terms of actual activity or enrollment.

Related: What Every Investor Needs to Know About Health Care

"Given how polarized our politicians are, every glitch is going to be magnified," Funtleyder says in the attached video. "I think we're going to see a lot of news about glitches, and I don't think we're going to see a lot of good news in the next month or so."

Funtleyder will be watching a few key factors, such as the number of young people that actually enroll, as well as the amount of people who get pushed out of the commercial system and into the new online shopping service.

The real test, however, won't come until next year. Funtleyder and others will have to wait and see if the largest social program ever made will take flight or enter a ''death spiral" — a lethal condition in which claims outpace enrollment and, in turn, force premiums to go up and future enrollment to dry up.