Have you considered just buying silver (or gold)? Why buy USD, which is after all just a fiat currency. There is no telling which way the currencies will go, and because QE2 finishes doesn't mean that the problems have been solved (we know it has only made it all worse): so silver and gold may still rise even as the USD does.
Or Benny may just continue with QE3, and the USD continues to fall.
Decline of the AUD against the USD pretty much a given, I think, but the timing is unknown - but when it happens it could be very rapid, and PMs will look really good in AUD.
I agree property is cooked in Oz.
So, property will fall. Silver will rise. USD might do anything. I wouldn't try to be too cute about it. You may even have currency controls on the USD preventing repatriation. Two out of three looks pretty good!
