A quick look at the world's top performing stock markets during the first half of 2010 will not exactly ring bells for many investors. Bangladesh came in tops with a 40.7% gain, followed by Sri Lanka (34.6%), and Venezuela (18%).

You have to get down to Chile, number four, to find an ETF (ECH), and to Thailand (TF), to find a fund peripherally covered in this letter ( click here for the link).

Only two of the