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

Tesla's Problem Is Fading Demand, Not Disruptive Factory "Updates"

Here We Go Again: Tesla Q1 Deliveries Tracking Another Miss

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

Tesla's Still Bloated Inventory Signals June Sales May Disappoint, Along With Q2 Market Estimates

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>Prices have been slashed and slashed again, on top of expensive incentives like free charging, cheap leases, &amp; juicy subsidies. </li>
<li>But Tesla has been unable to ease elevated inventory in key markets.</li>
<li>This signals even record deliveries will produce lower quality revenue and disappointing margins &amp; profits for the second quarter.</li>
</ul>


Prices have been slashed and slashed again, on top of expensive incentives like free charging, cheap leases, &amp; juicy subsidies. 
But Tesla has been unable to ease elevated inventory in key markets.
This signals even record deliveries will produce lower quality revenue and disappointing margins &amp; profits for the second quarter.


Tesla

Tesla's Panicky Q2: Everything Must Go!