I think Luxury items brands cucci Ferrari or some yacht companies Luxury resorts and hotels.
and even in recression those things always on high demand and when we look at geopolitical situation all over the world by all those issues at the end more and more wealth will go to hands who will consume luxury goods.
It's like bank robbery lol...let them rob bank and i'll get some % asweell without doing anything because the money end destination will be luxury brands:)
More poverty might mean that a lot money for few and it's good for luxury brands life is short off course they want taste touch and feel all the finest things in the world.
There is a grain of sense in what you're saying and it's part of what stock market traders will often try to do. When you're deep in the midst of a recession these luxury goods manufacturers will be suffering the most, because even the richest are not immune to recession and are looking to conserve their money, plus the segment of society that stretch or borrow far beyond their means to buy these items will evaporate. So that (like most stocks) is the best time to buy into these companies as they will often soar way higher when you start to pull out of recession. Besides that, the items that they actually sell are often greatly overpriced and often become celebrity vanity purchases.