Canada's PetroDollar

Reviewing the recent performance of our holdings QQQQ and XFN, it would appear that the Techs have outperformed the Financials. But in reality, since the XFN is based in Cdn $, and the Loonie has moved 10% against the US $ in the past month, it turns out the XFN has been the better performer.
So this got me thinking about the shrinking US$, as it has been falling against the Euro and the commodities again. Gold is well above $920, and oil is above $62. Perhaps the market is pricing in the huge expansion of the US balance sheet. The US bond yields on the long end (10yr, 30yr) have certainly moved up. This would suggest deflation is off the table, and US bond holders are looking to protect against inflation.
Does this mean we should repatriate our Cdn funds?