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 Q3 Ests Are Fading On Weaker China Sales—Again

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

Forget Elon's Twitter Spatter. Tesla's Got Trouble In China.

Elon Suddenly Admits Massive Tesla Losses (Because Other News Out Soon Is Even Worse)

Tesla China Deliveries: Weaker And More Important Than You Think

Tesla Posted Strong Q1 Results (Thanks to China)/Elon Is Looking For Other People's Money

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

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<li>
Weak deliveries tracked my cautious estimate, but fell near the low end of rapidly declining market consensus as investors grapple with Tesla's struggles;</li>
<li>I expect weak sales in China and Europe, the world's largest EV markets, likely accounted for most of the sizable drop versus the past two quarters;</li>
<li>The biggest question for investors: is Tesla stabilizing or will it continue to fall behind more robust competitors. </li>
</ul>



Weak deliveries tracked my cautious estimate, but fell near the low end of rapidly declining market consensus as investors grapple with Tesla's struggles;
I expect weak sales in China and Europe, the world's largest EV markets, likely accounted for most of the sizable drop versus the past two quarters;
The biggest question for investors: is Tesla stabilizing or will it continue to fall behind more robust competitors. 


Tesla

Soft Tesla Q2 Deliveries Disappoint