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State of the Themes August 2023 Enter the Titan Stapler Progress Report Updating after LLY and NVOs monster earnings as well as not so great earnings from RMD, heres where we are in terms of returns the first month of the GLP-1 basket: The first month saw the GLP-1 Long/Short Basket up 7.69% , which slightly outperformed the GLP-1 Long Only Basket (to my surprise): The AI Global Equity Beneficiaries Basket is up 15% and after a strong June & July is currently consolidating: The Standalone Short AI Losers Basket has been more volatile, only up about 70bps since publication on June 16, but is serving its purpose in smoothing out drawdowns from the AI winners: Thematic Baskets: Earnings Update In 5 years time, long LLY short RMD will be viewed in the same way we view long Apple short Blackberry. I am okay with looking at earnings on an individual basis, but when it comes to a theme nothing really captures the zeitgeist like what people say on the calls across the market

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Currently, genetic deficiencies have been reported for five of the enzymes in the cycle: -glutamylcysteine synthetase, GSS, -glutamyl transpeptidase, 5-oxoprolinase, and dipeptidase (Figure 1)

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