The world is probably strange enough without the additional oddities provoked by the Federal Reserve. “Investors Return to Emerging World” was a headline in yesterday’s Wall Street Journal. It told the story of how investors are “settling in for another ride in emerging markets.” India, Indonesia, Thailand – “money is flowing back into emerging markets at the fastest pace in more than a year.” What is strange about this is the timing. It comes in newspapers full of disturbing stories. Thailand has been locked down by its generals. In Egypt, the soldiers took over via, first a coup, then a vote.