BABA Is The Greatest Short Of All Time.
- Thread starter vanzandt
- Start date
Jack, have a look at what achile said above...BABA is going to create jobs for Americans instead of carrying on employing cheap chinese labours. Americans are expensive, and surely it will have impact on BaBa
Jack Ma committed 1 million jobs to America. He knows which side his bread is buttered on.
China appears to have huge leverage. They don't. Look at their FX reserves, cratering Yuan, capital flight/control. The Chinese are panicking.
Trump can turn the screws on China badly and Ma knows it. Like all good Capitalists, he will now kiss our ass to get the skrilll.
China appears to have huge leverage. They don't. Look at their FX reserves, cratering Yuan, capital flight/control. The Chinese are panicking.
Trump can turn the screws on China badly and Ma knows it. Like all good Capitalists, he will now kiss our ass to get the skrilll.
Nah... I don't buy that...
10% of sales from international... that's also outside the US.... 90% of sales from China itself. Maybe there will be a slowdown in China, but... I don't buy that Trump has that much influence on domestic retail in China.
If you were to put in a play on something like that... just go short China ETF's... there will be other stocks that will get hit harder and more quickly that Alibaba...
10% of sales from international... that's also outside the US.... 90% of sales from China itself. Maybe there will be a slowdown in China, but... I don't buy that Trump has that much influence on domestic retail in China.
If you were to put in a play on something like that... just go short China ETF's... there will be other stocks that will get hit harder and more quickly that Alibaba...
Doesn't matter. Domestic China is about to have the tar knocked out it.
Cutting off exports kills their internal economy.
Short general China right now, and it could end up being a good play.
Baba just happens to be very frothy, right now.
Looks like the autor of the list didn't bother to look at the charts of the "shorts" he lists here.
Many of the items on the list are very bullish and would ruin a shorter in a matter of hours. I am attaching a chart of Vale sa but BP, Baba, Santander are no short candidates IMHO, at least chart wise
Many of the items on the list are very bullish and would ruin a shorter in a matter of hours. I am attaching a chart of Vale sa but BP, Baba, Santander are no short candidates IMHO, at least chart wise