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

Hello, Comeuppance: NHTSA Recalls All Teslas with Auto Pilot FSDBeta

Here We Go Again: Tesla Q1 Deliveries Tracking Another Miss

Tesla Q1 Deliveries "Beat" Rapidly Falling Market Estimates But Miss Management Guidance

Tesla Q4: Stalling Growth, Shrinking Margins, Weaker Guidance, Mystery "Investment"

Tesla Q3 Deliveries Trail Even Sharply Reduced Market Consensus—And It's Own Best Guess

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts &amp; incentives in Q4 didn't.</li>
<li>I'm not convinced, as shown in my 2023 model &amp; forecast.</li>
<li>Tesla apparently isn't either, as indicated by sharply lower guidance and apparently plans to ramp up debt to bolster cash.</li>
</ul>


The market says Tesla's 20-30% price cuts will reverse stalling demand, even though several rounds of expensive cuts &amp; incentives in Q4 didn't.
I'm not convinced, as shown in my 2023 model &amp; forecast.
Tesla apparently isn't either, as indicated by sharply lower guidance and apparently plans to ramp up debt to bolster cash.


Tesla's Demand Problems Aren't Going Away