The first AI war has begun and data centres are now military targets

When the United States and Israel launched strikes on Iran this weekend, most of the headlines focused on missiles, drones and retaliation. But something far more important happened behind the scenes.

Rules of engagement

A rainy winter. Two new wars. And a world that seems to be slipping back toward chaos. Bill connects the dots behind the headlines — and explains why investors may want to keep an umbrella handy.

Bombs, oil, AI…and your portfolio

The market thinks this won’t last. We’re not so sure.