We know what’s coming and we are prepared.
Dr. Anthony Chaffee: "Goldman Sachs had a part of their meeting leaked, and they said: Is curing patients a sustainable business model?"
"And of course the answer was no because a patient cured is a customer lost."
"There's another leaked document from Goldman Sachs... They attacked a company called Gilead, which in 2013 came up with an actual cure for hepatitis C."
"Goldman Sachs wrote them an angry letter saying: You really messed up. You never go for cures—you just go for treatments."
"You want to provide a medication [so] that they can live with their disease, and you can sell them that drug for the rest of their life."
Source
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🌆 Market News Digest
[July 3, 2026 EST]
🔥 Top Stories
• Middle East risk flares — IDF hits Hezbollah sites in south Lebanon; Houthis threaten Saudi assets; France deploys naval/mine-countermeasure assets near Hormuz.
• U.S. oil market scrutiny — DOJ/FTC say they’re monitoring crude for price-fixing/collusion as Brent settles at $72.12/bbl.
• Trump pardons saga — Trump signs pardons for six and faces fresh scrutiny after NBC reported undisclosed stock purchases before tariff pause.
⛽ Oil & Energy
• Gulf crude exports topped 10M bpd in June but remain ~40% below pre-conflict levels; Fitch flags ongoing Iran/Mideast risk to corporates and oil forecasts.
• CMA CGM warns Hormuz transit charges would be “devastating”; Airbus says defense cooperation remains pressured.
📊 Markets & Macro
• Germany’s 2027 draft budget lifts borrowing to €203.7B and spending to €555.4B; euro equities firm with DAX +0.85%.
• ECB/BoE message: inflation still the focus, but Bailey says UK ...
