Articles/Fantasy Musings

Tua Tagovailoa, Drake London, and the illusion of orthogonality,
And stop being afraid to be wrong when the price is low,
And the front and the racket/players still to buy or hold

Tua Tagovailoa, Drake London, and the illusion of orthogonality


Data points are considered to be orthogonal when they are deemed to be statistically independent. Without realizing it, we as fantasy players deem data points to be orthogonal and to statistically not effect one another when it's not the case. Last season before the frightening concussions to tua, with Hill and waddle, in a Mike McDaniel led offense, tua was going scorched earth and on his way to being a fantasy MVP. This offseason questions about his health and individual talent kept his price depressed far below what it should have been. We gave far too much credence to Tua the individual and the belief that he was the driver of his fantasy success or failure when that was just an illusion of those things being orthogonal. The relatively low cost for his situation should have trumped any concerns over him the individual. There was no reason to believe he couldn't come back from the concussions and be the same quarterback he was last year, and given his fantasy success last year in the same offense with the same playmakers, any questions over his individual talent should have been thrown out the window and the situation as a whole weighed to determine his value. If that approach was taken his price this offseason would have been an instant buy.


We see a similar situation with Drake London and the Atlanta Falcons. In dynasty we very much want to bet on talent. I will never tell anyone not to do that. Drake London is a great wide reciever who deserves to be bet on long term because I fully believe that someday he will be a WR1. Too many wanted to look at his individual efficiency metrics and believe that he was so good he was bound to succeed though. Arthur Smith showed us what he wanted this offense to be last year. Then he spent a top 10 pick on a running back and continued to talk about how much work Allgier would get. Flash forward and the most likely outcome is already playing out. To make matters worse, the Falcons division is terrible and they will almost assuredly win enough games for Arthur Smith to be the coach there again next year. There were far too many that were willing to believe that drake London and his metrics and the team situation were independent variables that could be seperated from one another and he could have been sold this offseason for a price that quite frankly completely ignored his situation.


Takeaway: players team and offensive situation should almost never be ignored or dismissed. When we focus too much on the Individual player and ignore situation we play situations like Tua and London incorrectly. It's easy to take a hurestic like bet on talent and apply it too broadly. Applying this to players who already have volume and opportunity in bad situations like London is a bet you will lose more often than not. Where to apply it properly is on young players who have yet to breakout and are not yet seeing the volume, But their talent should earn them that volume as the season goes on. More on two of these guys in the buys section!


Stop being afraid to be wrong when the price is low

We in western culture tend to view everything with a lense of duality. Good or bad, right or wrong, black or white. In fantasy football we are so confident on what is black and what is white and spend our energy on arguing over which expensive players are which when the largest wins at the lowest cost are in the grey and we hardly talk about them at all outside of blurbs to dismiss them as not worth talking about.


Every dynasty bench has multiple low value guys on it. In deep bench dynasty leagues we will never have rosters full of high value players. So who are the low value guys we roster and who should they be? Low value players who don't possess a realistic path to greatly out preform their cost are roster cloggers and should be replaced by players who do.


And here's the key. WE DON'T HAVE TO BELIEVE THE STORY WILL HAPPEN, IF THERE IS REASON TO BELIEVE IT MIGHT, WHEN THE COST IS LOW!


Players that we were given reason to believe had a path to outperform and we're cheap as throw ins, or for less than a future 2nd, or many just free on waivers:


Kyren Williams- we were told by the coaching staff that they loved him and he would have a large role in the offense. We didn't believe them and thought it was Akers backfield. They told us and the cost to find out was almost nothing.

Joshua kelley- the coaching staff and Austin Ekeler himself told us they wanted another back to take significant work. Kelley was clearly that guy and looked great in the preseason. It cost almost nothing to find out.

Kenny Gainwell was treated as the starter for basically all of August. No one believed it.

Zay Jones was very good last year and the Jags showed us that he would be playing over Kirk in two wide sets on a team that doesn't run a ton of three wide sets. Even after that, because we didn't want to believe in Zay Jones, you could have traded Kirk for Zay plus just days before week 1.

Two QB's that we're cheap relative to other QB's:

Brock Purdy: Purdy was fantasy gold in every game he played last year and the only thing we ever heard from the coaches was that he was the starter. Given the relative prices for QB's in superflex he was an absolutely massive bargain all offseason because we were too afraid to be wrong even when the cost was low.

Mac Jones: Everyone was out on Mac Jones and like Purdy he could be had for next to nothing relative to other starting QB's all off-season when his only bad year was with a D coordinator calling his offense and an OC coming to town that threw the ball 600 times the last year he was the OC for this same team. You could have added purdy and Mac to any team for an absolute bargain this offseason.


Takeaway: On all of these players we were given, or straight up shown, paths for them to greatly outperform their cost and whether we believed the story to be plausible or not shouldn't have stopped us from paying the cheap, or sometimes free, price to find out. This game we love is too high variance and even the best are wrong all the time. we have to have the humility to admit we don't know and pay a low cost on players that could be big hits if we are wrong and only small loses if we are right.

The front and the racket/players still to buy or hold

Much like a 1920's era organized crime ran business in the front, casino in the back, week 1 presents us with situations that have fronts and rackets. In a game where, even the best players see a large variance from week to week in fantasy points scored, a one week sample size of fantasy points can often be a front and the underlying usage of the players and their teammates is the racket that holds the true story.


Buys, stashes, and holds after week 1:


Raheem Mostert- age and an injury prone label hanging over Mostert keep his price low in dynasty despite him being a glaring buy. His modest fantasy point total from week 1 is both a product of how Miami scored in this game and hides his usage. Mostert operated as a 73% snap share bell cow who has historiclly high efficiency in a high scoring offense. He took all but 3 of Miami's RB touches. That's a player every manager should want on their team and yet he can still be acquired well below what his production would dictate

Rashee Rice- the Chiefs played in an island game without Travis Kelce and the whole country watched the game and came away with the thought that all the Chiefs WR's are trash. The underlying usage paints a different and exploitable picture. MVS and Skyy Moore played by far the most snaps and ran far the most routes yet toney and Rice had the most targets. Their TPRR numbers were actually really good and while Toney looked terrible Rice did not. It's reasonable to conclude that going forward Rice will see more snaps and routes and no reason he can't become the number 2 weapon for Mahomes behind Kelce and his price currently absolutely does not reflect this possibility and upside.

Quenton Johnston- Johnston was the WR4 on the chargers is something you will hear a lot this week. While that was technically true let's look at QJ and Josh Palmer's usage and production.
Palmer- 64% snaps 1 target
Johnston- 27% snaps 3 targets
The writing is all over the wall that this is the classic bet on talent situation that you actually want to make. A highly talented rookie showing well on low volume that can explode down the stretch when they earn more volume.

Romeo Doubs- I love Christan Watson, he is a big play waiting to happen and will undoubtedly have some huge games this year. If we take off our Christian Watson colored glasses though it's obvious that when Doubs is healthy and on the field he is Love's favorite target in and out of the end zone. I wouldn't be the least bit surprised to see Doubs outscore Watson on a per game basis this year. This feels like a Keenan Allen/Mike Williams situation all over again and give me the Keenan Allen before he and his price explodes all day

Jerry Jeudy- Russell Wilson looked like his old self in the first half before Sean Payton changed the offensive game plan at half. It was clear this offense plans on operating it's air attack through Jeudy and was out of sorts without him. If Payton can get close to classic Russell Wilson efficiency and Jeudy is the focal point through the air he can be a league winner. If anyone wholesale doubts this offense Jeudy is someone I'd love to take off their hands

Jaxon Smith-Njigba- I don't expect his price to ever go down but if his volume is low enough for long enough that he is ever available, even at full cost buy, buy, buy! He is an elite prospect that will be next to impossible to acquire after this year

Jake Furgeson- almost all the fantasy points totals in this game are fronts. This was such a bizarre game environment. Looking at Furgeson's underlying usage though is very encouraging. He saw a 72% snap share and saw 7 targets. The rainy conditions likely had a lot to do with him only turning those into 2 catches but that kind of snap share and volume at the still low cost of Furgeson is enticing.

Trey McBride and Cole Turner- these two saw almost no work in week 1 while the over 30 veterans with long and recent injury histories ahead of them saw elite volume and did little with it. The commanders offense and Josh Dobbs are going to target TE's at an extreme rate and both McBride and Turner are far superior athletes than the aging veterans in front of them at this stage of their careers. If either vet were to miss time this year the young guns behind them are ready to be take on and be more productive with that volume.

Ty Chandler- Alexander mattison was terrible on a lot of volume. Keep Chandler stashed, he could be a pricey waiver wire darling later this year.



Closing thought: breece hall will be overall RB1 if Zach Wilson is QB all year. He has game breaking ability on any run and can score toucdowns from distance. Zach Wilson showed last year he will give the RB's a massive amount of targets. Hall will be a league winner as long as Wilson is under center.