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Vicki Bryan's Bond Angle

Vicki Bryan

A different way of looking at bond markets & market movers—especially troubled companies.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues182SubscribersRead bondangle.substack.com

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#138

Latest Issues

Recent posts by this newsletter. Browse the email archive.

Tesla Q1 Deliveries: Look Out Below

Q1 Deliveries trailed plunging market consensus, my even lower number, and Tesla's expectations as sales crashed while it overproduced to a new record cumulative excess inventory which jumped 70% y/y

a month ago
3
2
Paid

Tesla Q1 Trends: Rockslide

You know it's bad when delivery trends blow through even my lowest estimates—no thanks to the hapless CyberTruck which continues to shoot Tesla in the foot.

a month ago
3
0
Paid

Elon Musk Can't Be Trusted. He Also Can't Be Stopped, Apparently.

Tesla Q1 must be worse than I expected based on the uptick in Elon Musk's unhinged lies, hate speech, interference in US national security, wacko conspiracies—plus his self-flattering fake alter ego.

2 months ago
1
1
Paid

Doh! Here's My Tesla Model, As Promised

I referred a lot in last night's report to my latest Tesla model, updated with its disappointing fourth-quarter results. Too bad I forgot to attach it!

3 months ago
3
0
Paid

Authors

The writers behind this newsletter.

  • Vicki Bryan

    Founder & CEO of Bond Angle

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