The best investment I made this year...

Was taking out too much money from a British ATM the day before the Fed cut the prime rate. The Saudis, according to the linked story, did not cut their prime rate as well, suggesting they no longer want to be pegged to the dollar. That story's linked to a review of recent Chinese monetary threats.

We need massive inflation to correct the housing bubble, as people really don't want to nominally lose money when the sell. So take enormous fixed-rate loans and use them to invest overseas. Now, capital flight is bad for the country, so you should discourage everyone else from doing this, but look out for Number One.