Vicki Bryan's Bond Angle

Vicki Bryan's Bond Angle

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Tesla's Won't Fix Its Worst Problems With Elon Musk In Charge
Plunging sales & growing losses, severe price cuts & layoffs, failed FSD, M2 dropped for Robotaxi, and more, confirm Elon Musk won't fix Tesla problems…
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Vicki Bryan
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…
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Vicki Bryan
2
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…
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Vicki Bryan
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Tesla Q4: Elon's Burning It All Down
 • Vicki Bryan
Tesla Q4: Stalling Growth, Shrinking Margins, Weaker Guidance, Mystery "Investment"
 • Vicki Bryan
Elon v. Twitter: Elon Caved...For Sure...Maybe
 • Vicki Bryan
1
Tesla's Demand Problems Aren't Going Away
 • Vicki Bryan
Elon Suddenly Admits Massive Tesla Losses (Because Other News Out Soon Is Even Worse)
 • Vicki Bryan
Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
 • Vicki Bryan
4
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…
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Vicki Bryan
1
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!
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Vicki Bryan
Tesla: Moving The Goalposts Works Until It Doesn't
As I warned, troubled Q4 results tracked my ests but were worse than even plunging market ests following disappointing deliveries dubiously called a…
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Vicki Bryan
Elon Musk's "Global Sewer" May Derail Bankers' Trying To Finally Dump Toxic Twitter LBO Debt
Elon Musk totally screwed his bankers who foolishly funded his Twitter LBO. Big mistake. I show how Banks can take over control from Elon, Twitter goes…
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Vicki Bryan
4
What Really Happened to Tesla's latest Ex-CFO?
Tesla's Q3 10-Q reveals CFO Zach Kirkhorn was fired. It also made Kirkhorn reveal any whistleblower efforts, threatened him if he talks—then declare…
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Vicki Bryan
2
Tesla's Problem is Fading Demand, Not Disruptive Factory "Updates"
Factory shutdowns for "updates" don't explain Tesla's huge Q3 miss on deliveries because bloated excess inventory was enough to cover the 20k "miss…
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Vicki Bryan
1
Tesla Q3 Deliveries Are Looking Ugly
Market consensus estimates for Tesla's Q3 deliveries have been falling so hard and fast they now approach my formerly well below market estimate. Cue…
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Vicki Bryan
Vicki Bryan's Bond Angle
Vicki Bryan's Bond Angle
A different way of looking at bond markets & market movers—especially troubled companies.
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