The ensuing inflation makes it very easy to outperform the market.
Here is my ideal portfolio- Though some of these are traded in the US or as ADR's, I don't own and will not buy any equity denominated in the U.S dollar. This allows wealth creation through capital and currency appreciation.
Silver Miners- (SLW,SLW.TO),( SSRI, SSO.TO),( FR.TO)
GOLD MINERS-( AUY, YRI.TO) (GG, G.TO) (NCM.AX) (RBI.TO) (ABX, ABX,TO)
OIL AND GAS- (CEO, 883) , (PBR, XPBR.EUR) , (CVX, CVX.CHF) , (COP) , (PETR, 857)
AGRICULTURE- (POT, POT.TO), (VT.TO) , (IPL.AX), (3983)
BASIC MATERIAL (RIO, RIO.AX), (CCJ, CC.TO) , (BHP, BHP.TO)