Gold stocks have had a tremendous month, with some up by 50%. Physical gold is up, too. Dominic Frisby looks at what the future might hold for both the metal and the miners.
Commodities: the MoneyWeek view
February 2016: Deeper distress A painful war of attrition among miners means there's little reason to feel bullish about industrial metals. Cocoa was last year's top-performing soft commodity, but it fell by 14% in January. Sugar slid by a similar amount, while rising Vietnamese exports pushed down coffee prices.
• See our view on all the major asset classes here.
The renewed wobble in crude was accompanied by a 10% slide in BP’s shares, putting the dividend under pressure.
BP has had a terrible few years, yet has promised to keep paying its dividend. Is that tempting yield of 8% really as safe as it sounds? Matthew Partridge investigates.
For UK buyers and sellers, the price of gold in pounds is the only price we should worry about, says Dominic Frisby. And in sterling terms at least, gold is looking good.
The scramble for the Arctic cooled when the oil priced plunged. But the countries on its borders are still jockeying for position, says Simon Wilson.
After another thrilling week, with UK stocks hitting bear territory, and oil getting cheaper and cheaper, Ben Judge takes a look at the main stories in this week’s MoneyWeek magazine.
The oil price crash continues. But it’s not all bad news. Alex Williams looks at how you can use the slump to profit.
Gold miners have been a terrible investment in the last few years. But now, they’re cheaper than they’ve ever been. Dominic Frisby asks if now’s the time to buy.
The collapse in oil and commodity prices is freaking markets out. But it’s not the end of the world, says John Stepek. It’s just the normal market cycle playing out.
Investors have hit a tipping point – markets are in “risk-off” mode and are going through a huge shake-out. But one sector may have already hit bottom, says John Stepek.
The desert kingdom is launching a Thatcherite revolution to rescue itself from a ballooning deficit. But will that be enough to save the ruling family? Simon Wilson reports.