Navigating Uncertainty

Dear Kindred Spirits,

This week, we focus on a theme that resonates deeply in our current economic and geopolitical climate: navigating uncertainty. In a world marked by market fluctuations, global tensions, and rapid technological advancements, our ability to steer through volatility has never been more crucial.

At LionTree, we understand that uncertainty, while challenging, can serve as a powerful catalyst for accelerated decision-making and strategic realignment. We have entered into a decisive period for both global politics and markets, urging us to move out of any impartial positions and realize our desired future.

How can we leverage this volatility to drive more precise, informed decisions? What steps can we take to ensure our strategies are aligned with the evolving global landscape?

For now, let’s Take a Break and commit to making decisive moves that will define our path forward.

_{P.S. — We’re working on making this newsletter the best it can be, and we want your feedback! Simply reply to this email and let us know how we can improve. Only have nice things to say? Forward to a friend! Growing our community is the greatest compliment of all.}

In the News

• Recession Fears May Be Overstated, but Not Unfounded [NYT]

• How Amazon’s NFL Package Helped It Win NBA Rights Over Warner’s TNT [WSJ]

• Retailers Locked Up Their Products—and Broke Shopping in America [Bloomberg]

• 31-Year-Old Harvard Grad Just Won a Gold Medal for the U.S. in the Olympics — In a Sport She Learned 6 Years Ago [CNBC]

Kindred Quiz

Kinsight

_{©LionTree LLC, 2024. All rights reserved.}

_{This material is provided by LionTree LLC (“LionTree”) solely for informational purposes and is provided as of the date indicated above. LionTree is not providing or undertaking to provide any financial, economic, legal, accounting, tax or other advice or recommendation in or by virtue of this material. The information, statements, comments, views, and opinions provided in this material are general in nature and (i) are not intended to be and should not be construed as the provision of investment advice by LionTree, (ii) do not constitute and should not be construed as an offer to buy or sell any securities or to make or consider any investment or course of action, and (iii) may not be current. LionTree does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views or opinions contained in this material, and any liability therefor (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. LionTree does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this material.}

_{No part of this material may, without LionTree's prior written consent, be reproduced, redistributed, published, copied or duplicated in any form, by any means. By clicking on any hyperlinks contained herein, you signify your explicit consent to our data collection practices as outlined in our Privacy Policy. LionTree is committed to safeguarding your data and adhering to all applicable laws and regulations. Your information will be used solely for the purposes specified in our Privacy Policy, and we take your privacy and security seriously. If you do not agree with these terms, please refrain from clicking any links, and contact us for further assistance.}

_{Certain securities products and services are provided by LionTree through LionTree Advisors LLC, a wholly owned subsidiary of LionTree which is a registered broker-dealer and a member of FINRA and SIPC. LionTree Advisors LLC is not providing this material and is not responsible for it or any of the content herein.}