According to @charliebilello citing WSJ, shoppers spent over $5.5 billion at Goodwill retail stores across the US and Canada last year, a record total and 37% above 2019, highlighting resilient thrift demand. According to @charliebilello citing WSJ, foot traffic to Goodwill locations rose 9.5% in the first 10 months of this year versus 2024, more than double the increase at other clothing stores, underscoring relative outperformance in thrift versus broader apparel. According to @charliebilello citing WSJ, traders can use this relative performance as a signal when positioning in consumer discretionary equities and as a macro input for broader risk sentiment, including crypto.

According to @KookCapitalLLC, the luxury watch market could face significant downward pressure as new money from crypto traders and forex influencers floods into high-end timepieces, making them more accessible and less exclusive. This shift in buyer demographics raises concerns about oversupply and potential depreciation, especially as watches become status symbols for individuals also investing in other trendy luxury goods like Chrome Hearts jeans (source: @KookCapitalLLC, May 4, 2025). For traders, heightened resale activity and changing demand patterns may signal increased price volatility and potential market corrections.