Long CAD is probably a good trade. They're gonna have to hike to keep their economy from overheating since American demand will shoot for the roof, since inflation is no longer a concern of the fed apparently anymore.
Yupe. No domestic growth whatsoever and Ben is going to keep US dollar weak, just like how the Japanese do it. Time to borrow US dollar and invest in outside of US.
No, one should invest INSIDER the USA, not outside. All the foreigners who hold US dollars now need to exchange the dollars for something that is valuable. They will come to the USA and try to buy something variable. What's valuable other than mines and natural resources? So buying US based mining company is a good investment.