Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Vicki Bryan founded Bond Angle in 2018, after more than 20 years in investment management and research, with a primary focus in high yield and distressed markets and selected coverage in investment-grade fixed income and equity. 

Vicki Bryan's Bond Angle provides insightful commentary and analysis on high yield bond markets and market movers, including financial, economic, and industry catalysts, noted for spotting management stumbles and shenanigans early and often. Follow Vicki at bondangle.substack.com and on Twitter @VickiBryanBondA and LinkedIn.

Founder & CEO Bond Angle, LLC

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Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

Credit

<ul>
<li>Q2 deliveries were solidly higher versus expectations, thanks to Tesla's 11th hour fire sales on top of fire sales to move sluggish inventory. </li>
<li>The trouble is, this likely slashed already shrinking profitability while excess inventory continued to grow.</li>
<li>Margins &amp; profits probably can't recover as more aggressive measures already are needed in Q3 just to sustain sales.</li>
</ul>


Q2 deliveries were solidly higher versus expectations, thanks to Tesla's 11th hour fire sales on top of fire sales to move sluggish inventory. 
The trouble is, this likely slashed already shrinking profitability while excess inventory continued to grow.
Margins &amp; profits probably can't recover as more aggressive measures already are needed in Q3 just to sustain sales.


Tesla

Tesla Q2: Solid Beat, At Any Cost