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INTERACTIVE BROKERS

Warm-Up

- The CTP for Caterpillar - We have a winner!

- A tech earnings BLOWOUT

- A seminal moment with AI and Employment trends

- An update on JCD - from JSD

- A Limerick for JCD

Markets

- WAR FOOTING - Buyers are still there...

- Oil Screaming higher (Sunday night wow!)

- Euro Nat Gas up 60%

- Anyone wondering why markets keep going up?

John Dvorak Jr. - Guest 

- UPDATE ON JCD

JSD:

- Tell us what you are doing these days...

- What was it like growing up around constant tech commentary and skepticism?

- How did that environment shape the way you look at innovation and hype?

- Where do you most disagree with your father’s views on technology today?

- Is AI making people smarter—or more dependent?

- How should younger professionals think about job security when automation is accelerating?

War and Oil

- Iran’s Revolutionary Guard says it has closed the Strait of Hormuz, per a Reuters report.

- About a third of the world’s seaborne oil exports passed through the Strait in 2025.

- Threatening to BURN any ship that attempts to go through

- The Strait of Hormuz is a critical, narrow chokepoint about 90–104 miles (145–167 km) long and 21–60 miles (33–95 km) wide. At its narrowest, it is only 21 miles (33 km) across, with shipping lanes in each direction restricted to just two miles wide to accommodate massive oil tanker traffic, representing about one-fifth of global oil consumption

- Meanwhile - lots of production halts - Oil screamed to $115 on Sunday night before cooler heads prevailed AND SPR talk hit the tape.

- MISSION ACCOMPLISHED?

Just in...

- President Trump says "I have ordered the United States Development Finance Corporation to provide, at a very reasonable price, political risk insurance and guarantees for the financial security of all maritime trade, e