[spicyusername]

When there's less excess it doesn't "slosh", which is to say investments cause less damage because supply and demand reach equilibrium without as much disruption.

The metaphor is supposed to conjure an image of liquid smashing into something, as the money does when there's too much of it and it all tries to go to the same place.

I think the focus should be on the volume not the motion.

Investment moving from place to place is natural. Too much is disruptive.