"In China, you had 1.3 billion people industrializing -- something on that scale has never been seen before," said Andrew Lapping, deputy chief investment officer at Allan Gray Ltd., a manager of $33 billion of assets in Cape Town.
Dominant Social Theme: Russia? China? Not good investments at this point. They've had their day in the sun.
The September jobs report, which was released in early October, was so universally dismal that it managed to convince the majority of investors the Federal Reserve would not raise interest rates in 2015.
This summer's market mayhem caused Americans to buy gold bars and coins at levels unseen since the financial crisis.
A huge deposit holding at least 470 tons of gold has been discovered beneath the seabed of the East China Sea.