eBay – one man’s trash is another man’s rent payment


Thesis: tons of economic instability. Mostly from fed and corporate layoffs and tariffs is looking to create a "perfect storm" that bodes well for eBay, this is a play on earnings this coming wednesday. There's a bonus – this Friday will be the first missing paycheck for furloughed federal workers – and lots of them are living paycheck to paycheck already. So this weekend might add a small bump to the already growing earnings for a nice surprise.

catalyst for buyers: more job insecurity/instability (furloughs, layoffs, etc) and inflation on new items from tariffs means smaller family budgets. people are going to start (and already are) hunting for deals. aka more demand for cheaper, second hand shit.

catalyst for sellers: same shit is going to push people to start supplementing thier income. So they're gonna start hawking their labubu's and funko-pops and the ex-wives feet pics on ebay

Bonus: (thanks u/No_Complex_2603) Tons of fat no life fucks scalping pokemon cards for marginal profits so kids cant have them

Big brain conclusion – buyers win, sellers win, creepy feet lovers win, but more importantly eBay wins.

Stupid AI LLM deleted my post saying I didn’t add a position. It’s the image. Fuccin clanker
Position $15.8k long


Okay I added my DD in more detail on my blog.
https://keystonequant.com/ebay-one-mans-trash-is-another-mans-rent-payment/

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