fxtrader07

Deflation Takes the Reins

@Chris B: you are spot on. Ignoring fundamentals because some trend (short-term, intermediate?) goes in the other direction has zero to do with investing and and investor#s point of view. the most successful ones ignore the crowd repeatedly. If one just follows trends one will at best get average returns. most likely one will lose out terribly
@dlaw: in a way there is a dollar shortage - but specifically, it is a cash shortage. There is an abundance of 'long term' dollars (i.e. treasury bonds).
That#s why the author is absolutely wrong and confusing things. A run for cash has led to broad liquidation and while that may continue it doesn't make a true trend. The central banks will fight the problems with printing dollars like mad. And much like everybody rushed into oil this summer and then was left holding the bag it will be the same with the dollar cash and treasury bills. It may tajke half a year or one year or even two but happen it will. and then you will feel the glut of dollars and the shortage of real assets and the flow will go into opposite direction with a vengeance.