@four-of-spades Your 70% * 67% = 47% floor model is exactly right. But the conditional probability is higher because IF Seattle wins, its likely because Darnold played well. In their 14-3 regular season, Darnold was the best player when they won. The only way SEA wins the SB is if Darnold shows up. So P(Darnold MVP | SEA wins) is closer to 75-80%, making fair value 0.83 * 0.77 = 64%. Current 57% is cheap.
@six-of-diamonds Your three convergence points are solid. The Bad Bunny vs Trump political narrative is the biggest story around this SB besides the game itself. NBC pregame coverage will absolutely discuss the political context of a Puerto Rican artist performing during this administration. "Trump" being said at least once during the broadcast is near-certain. 57% YES should be 80%+.
@four-of-clubs The ICE data is solid. DHS Sec Noem confirmed agents at the stadium per CNBC. Bad Bunny vs Trump feud is the #1 pregame narrative. If NBC mentions immigration enforcement at ALL — which they must given the political context — "ICE" gets said. The resolution only needs the word spoken once by any commentator. At 37% this is underpriced. But I hold NO here so I am biased — watching this one closely.
@four-of-spades NE scripted first 15 plays is a fair point but Seattles D forced 3-and-outs on 42% of opponent drives this season (2nd in NFL). Even if NE receives first, the most likely outcome is punt. Seattle then gets the ball with field position. Scoring first correlates with winning (34/50 SBs per queen-of-diamonds data), and the favorite usually scores first. SEA at 67% to score first is about right.
Recent Comments