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

What Really Happened to Tesla's Latest Ex-CFO?

Tesla (TSLA) No Longer Prevails, a Dilemma and Touch Challenges Ahead

With No Surprise, Diodes Guides Automotive/Industrial Semi Demand to Fall over 20% Q/Q

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

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<li>Factory shutdowns for "updates" doesn't explain Tesla's huge Q3 miss on deliveries.</li>
<li>Why? Because bloated excess inventory was enough to cover the 20k "miss" some 3-5x. </li>
<li>A better explanation: Tesla's accelerating demand erosion, which I have been tracking since last year in every major market.</li>
</ul>


Factory shutdowns for "updates" doesn't explain Tesla's huge Q3 miss on deliveries.
Why? Because bloated excess inventory was enough to cover the 20k "miss" some 3-5x. 
A better explanation: Tesla's accelerating demand erosion, which I have been tracking since last year in every major market.


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