Uncertainty rules as investors struggle to accept that after 11 months of Covid-caused chaos, financial markets are back to where they started. But there are two commodities that offer opportunities for bulls and bears -- oil and gold. Oil, a politically incorrect fuel second only to coal, has been an investment star this month, rising 30% to $US48 a barrel as a flow of positive vaccine news boosts confidence in 2021 being a strong year for economic growth thanks to government spending and growing consumer confidence.