Don Curren 🇨🇦🇺🇦

@dbcurren

writer/blogger, formerly journalist at WSJ, Dow Jones, Reuters, others. #economics #markets, #music, #philosophy, #books, #technology, #photos, etc. (ie hopelessly eclectic) Toronto. May not respond to DMs. Blog at:

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Don Curren 🇨🇦🇺🇦@dbcurren· 28d

“He’s filled his head with notions, seemingly.” #GeorgeHarrison explains to #PaulMcCartney the effect on #RingoStarr of a conversation with McCartney’s fictional grandfather in #AHardDay’sNight. #TCMParty #TheBeatles #RichardLester

In a still from A Hard Day’s Night, Ringo Starr and a young lad toss stones into a canal.

Don Curren 🇨🇦🇺🇦@dbcurren· 29d

2 Bloomberg’s John Authers: A steady decline in global oil inventories will make it progressively harder to maintain the blockade. The US drew heavily from its strategic reserve during the early stages of the war in Ukraine … 🧵

Chart showing US oil inventories are at their most depleted levels since 1984.

Don Curren 🇨🇦🇺🇦@dbcurren· 29d

1 Bloomberg’s John Authers: Escalating hostilities over the last few days have already choked off the flow of #oil through the #Strait. It had never returned to normal following the tentative deal. Recent experience clearly shows that #Hormuz isn’t a tap that can readily be turned open and closed 🧵

Chart showing that tanker traffic through the Strait of Hormuz has remained markedly lower since the beginning of the war, with only a small recovery in the MOU period.

Don Curren 🇨🇦🇺🇦@dbcurren· 29d

Just positioned for maximum visibility on our tiny frontyard. #NoJetsTO #SaveOurWaterfront #Toronto #T.O. #BillyBishopAirport #TorontoAirportExpansion

A blue sign with the slogan NO JETS T.O and below it in a smaller font SAVE OUR WATERFRONT

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 13

“Palantir’s stock, which skyrocketed in the first year of Trump’s second term as president, has lost a nearly a quarter of its value so far this year amid an assault by short sellers …” #Palantir open.substack.com/pub/adamtooz...

Financial Times chart showing Palantir’s stock has been in decline since Nov 2025.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 13

“One way of reading the current #US #economic situation is that it is an exercise in running the #economy hot, #MAGA-style.” open.substack.com/pub/adamtooz...

Chart based on IMF forecasts showing the US has the largest budget deficit in the G7. Canada is tied with Italy for the smallest.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 13

1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵

Chart showing a huge surge in foreign inflows into US equities since 2024.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 12

#Roses, RosettaMcClainGardens, East End, #Toronto #flowers #FlowerSky #bloomscrolling #GardenSky #RoseSky

An even more plethoric plethora of pink roses.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 12

#Roses, RosettaMcClainGardens, East End, #Toronto #flowers #FlowerSky #bloomscrolling #GardenSky #RoseSky

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 12

#Rose, #RosettaMcClainGardens, East End, #Toronto #flowers #FlowerSky #bloomscrolling #GardenSky #RoseSky

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 12

#Roses, #RosettaMcClainGardens, East End, #Toronto #flowers #FlowerSky #bloomscrolling #GardenSky #RoseSky

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 12

#Daylilies, #RosettaMcClainGardens, East End, #Toronto #lilies #flowers #FlowerSky #LilySky #bloomscrolling #GardenSky

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

Poppped out of an old #book the other day. Prompted some moments of #nostalgia for the long-gone leviathan of a #bookstore just off #YongeStreer in #Toronto …

Photo of an old bookmark for the defunct World’s Biggest Bookstore in Toronto.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

A photo of the cover of Beyond Black by Hilary Mantel. It features the author’s name in a very large font above a back-lit image of a tarot card, which casts a shadow resembling the devil, and the novel’s title in smaller print.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

#Sunflower in the Kitchen. #sunflowers #flowers #bloomscrolling #FlowerSky ##SunFlowerSky

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

1 “ #Global #AI sales, excluding China, reached $25 billion in the first quarter of 2026, exceeding the industry’s estimated $21 billion in #depreciation #costs tied to #investments in #datacenters and #chips for the second consecutive quarter. open.substack.com/pub/adamtooz...

Chart showing that AI revenue has overtaken capital spending depreciation in the last two quarters.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

2 #TorstenSlok, chief economist at Apollo Global Markets: a lot of #fixedincome product is coming to market

Chart showing more fixed income product is expected to come to market this year than last.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 11

1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵

Chart showing that yield spreads for investment-grade bonds from AI hyperscalers are trending wider. This

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

2 Bloomberg’s Odd Lots: Nevertheless, this is a sea change in the composition of America’s total wealth, which was dominated for years (even after the bursting of the housing bubble in 2008) by real estate. Now real estate accounts for about 26% of total wealth.🧵

A chart showing that equities constitute about 34% of household worth in the US, with real estate around 26%

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

1 Bloomberg’s Odd Lots: Some 34% of #US #household #wealth is now in #stocks — the highest proportion on record. These are obviously aggregate figures, and #equityownership is skewed towards #higher-income #households. 🧵

Chart indicating us equity ownership as a percentage of financial assets is at unprecedented highs at around 66%.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

#Trail, #WardenWoods, East End, #Toronto #trails #forests #ForestSky #TrailSky

A gravel path leads through a verdant forest under a cloudy sky.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

#Chicory #flower with visitor, #WardenWoods, East End, #Toronto #trails #forests #ForestSky

A blue chicory flower with an ant in the middle of of it. Ants have been around for about 150 million years, so way longer than Homo sapiens.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

#Trail, #WardenWoods, East End, #Toronto #trails #forests #ForestSky

A paved trail wends its way through a verdant forest under cloudy skys.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 10

Mostly Green, #graffiti, #WardenWoods, East End, #Toronto

Photo of a concrete wall embellished with extensive graffiti, most of it green.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 9

#MonarchButterfly on the #ButterflyBush, back #garden, East End, #Toronto, July 9/26 - #2 #butterfly #butterflies #gardens #bloomscrolling #ButterflySky

A monarch butterfly on a butterfly bush.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 9

#MonarchButterfly on the #ButterflyBush, back #garden, East End, #Toronto, July 9/26 #butterfly #butterflies #gardens #bloomscrolling

A Monarch Butterfly perches on a Butterfly Bush.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 9

If he loses against #NigelFarage, the candidate #CountBinface might be able to join #AnginedePoitrine … www.theglobeandmail.com/world/articl...

A man in a costume featuring elaborate headwear based on the design of a garbage in an election-type setting.

Two musicians in elaborate polka-dotted costumes that entirely conceal their identity.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 9

“(We) are facing a future in which death and destruction from #extremeweatherevents are certain to rise everywhere as the planet continues to warm.” open.substack.com/pub/paulkrug...

Chart showing that record heat is now four times more common than without climate change whereas cold records are half.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 8

Bloomberg: A sudden burst of extreme price volatility in the #coffee #market has caught traders and analysts off-guard and left them bracing for more instability. #markets

Bloomberg chart showing a recent huge spike in coffee futures.

Don Curren 🇨🇦🇺🇦@dbcurren· Jul 7

The problem with a piece of equipment like this is that it might take its mandate too literally and eliminate all the sounds you are producing … #guitar #guitarpedals #noise #noisereducer