Comment Re:The end of TWO bubbles (Score 2) 97
I would not say that. Yes, China's growth rate has fallen from 10% to 7%, but that is still higher than the West's 2%.
And yes, China is horrible misallocating resources and I reckon that when the bubble busts it will take the wind out of Alibaba's sails. But that is a argument for slower growth, not a falling stock price. (It could, you just need to build out your argument.)
As for shorting this piggy, as somebody who lived though the Dot.com crash seeing people do this first hand, I will point out that the markets can remain irrational longer than you can remain solvent. Take care.