What does Chart 1 says? It says that those invested in commodities doubled their investment in commodities. Those invested in Stocks in S&P500 loses 20% of their investment during the same period.
The article continues on with Bill mentioning his focus on precious metal (including gold & silver), agricultural commodities and Exchange Traded Fund (ETF) that holds basket of shares that support commodity exposure.
Bill Wermine is a Fund Manager Representative with Philip Capital Management Sdn Bhd. His email is firstname.lastname@example.org. His blog is traderstruthrevealed.com. Full article is in Malaysian Business March 2011 Issue.