Vicki Bryan's Bond Angle

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Tesla's Still Bloated Inventory Signals June Sales May Disappoint, Along With Q2 Market Estimates
Tesla traditionally sells 50-60% of total quarterly sales in the last month—until now. Stubbornly high inventory levels signal that trend is at risk…
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Vicki Bryan
Tesla's Q2 Is Already In Trouble
I warned back in January that the market was wrong to promote that plunging prices on every Tesla in every market was bullish (see my report Tes…
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Vicki Bryan
Elon Is Scared Poopless Of Us
Unlike every other (far larger & richer) social media site, Elon has declared war on Substack and anyone who dares post here as well as on Twitter. His…
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Vicki Bryan
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Tesla Q4: Elon's Burning It All Down
 • Vicki Bryan
Elon Suddenly Admits Massive Tesla Losses (Because Other News Out Soon Is Even Worse)
 • Vicki Bryan
Elon Is Scared Poopless Of Us
 • Vicki Bryan
Tesla Q4: Stalling Growth, Shrinking Margins, Weaker Guidance, Mystery "Investment"
 • Vicki Bryan
Elon Is "Saving" Twitter To Death
 • Vicki Bryan
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Tesla Q1 Deliveries "Beat" Rapidly Falling Market Estimates But Miss Management Guidance
Tesla managed a late hour surge needed to "beat" rapidly falling market estimates, but results still shy of management's target for more than 37% y/y…
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Vicki Bryan
Twitter Equity Worth $20 Billion? Guess Again
Elon Musk recently told employees Twitter equity is now worth $20 billion, far less than he paid. Good luck with even that. I estimate EV at little more…
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Vicki Bryan
2
ABC News: US opens investigation into Tesla seat belts coming loose
Tesla has been notified by NTSHA that it has opened an investigation into 50,000 cars because their seat belts “disconnected from seat frames un…
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Vicki Bryan
4
Here We Go Again: Tesla Q1 Deliveries Tracking Another Miss
Tesla is running out of time and options to help it meet still ambitious market estimates for Q1 deliveries, revenue, and profits—as I had projected.
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Vicki Bryan
4
Elon Is Doing "Ideas" Again
Illustration by Kristen Radtke/The Verge. Photo: Getty Images From The Verge: Elon Musk's latest bright idea he thinks he can sell to boost falt…
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Vicki Bryan
1
Hello, Comeuppance: NHTSA recalls all Teslas with Auto pilot FSDBeta
NHTSA recalled all Teslas with FSDBeta, 362,000 cars. This comes before substantial upgrades to Autopilot including the return of radar. So, NO legacy…
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Vicki Bryan
1
Don't Worry: The Jury Let Elon Off The Hook
On the way out the door on Friday, the jury decided that Elon Musk didn’t cause any harm to investors in Tesla after $12 billion in the company’…
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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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