Bernstein

includes Bernstein Research

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2024 by Nat Bullard · said 1 times in 1 episodes since 2024 · across every show →

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Feb 8, 2024 neutral
Assertion Supported
Bullard: Clean-over-dirty energy stock strategy whipsawed to -77% in 2021
“2018, 2019, 20 20, you had 17, 13, and a 160% outperform excess return from this long clean Short, dirty strategy. Which kind of unwound. So, it would have really stung in twenty-twenty-one when that strategy went to a -77% excess return. That's some sophistic…”
Nat Bullard Feb 8, 2024 ▶ 33:50 2024 trends: batteries, transferable tax credits, and the cost of capital
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