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Don't be fooled. This IS The Market Crash: My DD.
I've been researching this a LOT lately because I didn't want to get caught in it. Looking at trends and past data. I believe, strongly, that we're in the middle of the market crash. I used my knowledge and was able to fully exit my entire $500k portfolio on Tuesday, maintaining all my gains. I've even taken a sizeable position in SPY puts ($50k worth of Dec $260). I got my close friends out (well the ones who listened) on Friday at the first sign of positive movement. First of all, a little history lesson on the Minksy Bubble. It's basically a theory for how market bubbles happen. It occurs in 5 steps. I will outline what they are in basic and how the current market looks in relation.
Displacement: This is the beginning of a new paradigm where the market changes in a big way. For this, that was the Coronavirus. This took place between February to April.
Boom: Increase in spending begins and major gains start to be made. Media attention and market involvement begin to increase. Currently, we've seen a HUGE increase in retail traders (who are extremely volatile) and massive media attention toward the stock market as it relates to corona news as well as stimulus and recovery speed gains. This took place between April and July.
Euphoria: People stop caring about any sort of reasonable investment strategy and just start throwing money at stuff. Tesla is a fantastic example of this, but many other stocks in the tech sector are guilty of this. July was the beginning of this phase as Tesla saw insane growth within a few week period and other companies followed suit very quickly. This continued into late August with Apple and Tesla going to stupid prices after their splits, and all the other big tech names reaching wild valuations.
Profit Taking: Smart money starts withdrawing funds from the market as they prepare for the crash. We are seeing record insider selling, but most publicly, it began with Tesla announcing they would sell $5bn in new shares. Their second biggest shareholder then announced they were conveniently "rebalancing" their portfolio to sell many Tesla shares as well. This was nothing more than a ploy to pull money out without crashing the market, even though it did anyway. I will get more in depth on this phase later. The biggest catalyst was Softbank, though, and that leads me to the final stage.
Panic Selling: This is when people start to exit en masse in order to recoup whatever they can. We are currently witnessing this. The last few days have been a trainwreck on the market, wiping out August's gains entirely.
Now I know you want to say "well look at today. We're up 2% in the S&P!" This is par for the course on a crash. With the Corona crash, these were the rough day to day movement patterns (I'm using Corona as an example for its shortness/simplicity but all crashes have similar patterns):
1 small loss day
2 BIG loss days
3 medium loss days
5 gain days (there were 5 days of gains in the middle of the March crash)
1 GIANT loss day
3 Sideways days
8 slightly down days, leading to the bottom
Of those gain days, the first was a slowdown, but the second was a change of 4.8% in S&P/SPY from an open of 294 to a close of 309. Consecutive, positive days occurred during every major crash. We can see that being mirrored today and will likely see more upward mobility before more big money starts exiting. Don't be fooled by positive days. That does NOT indicate the crash is over. Novices tend to think crashes are a short event and that they should hold through them because they missed the boat. Crashes take weeks, minimum, but usually months, if not years, to become fully realized. Covid's crash is the fastest we've had at one month. Another trend I've noticed is that these market bubbles are happening and recovering faster and faster. The late 80's Japanese market crash took 6 years to play out. The 2000 dotcom bubble was 4 years. The Chinese 2007 bubble took 2 years. The 2008 oil bubble took 1 year. On the flipside, the 2007 housing bubble took 5 years. The 2008 energy bubble took 3 years. We're about 6 months into this current bubble, but more if you account for any forming bubble from before covid. Maybe this means nothing, but I thought it was worth mentioning. Bubble analysts always say there is a warning sign prior to a true collapse. I've been seeing these called "violent shake-offs." Most crashes get one, but some get two. We had one with the June mini-crash. One could argue that this current crash could be a violent shake-off. I'll get to the alternate scenario later. Assuming it's not, which I don't think it is, we move to the final trigger, the catalyst. Catalysts: These are are things required to trigger a bubble collapse. Almost every bubble has had some notable catalyst(s) to trigger the rapid decline. As mentioned in Profit Taking, we've had three catalysts occur so far that triggered panic selling. New Tesla shares, secondary Tesla offloading, and Softbank. They are the big one and who I will focus on for a minute. To those who don't know, Softbank bought $4 billion in options during the early days of the market post-covid. These options are worth a fortune right now ($30bn estimated), but they have to be sold in order to be fully capitalized on. What everyone is afraid of is Softbank doing just that, or worse, for shareholders: holding through a market crash and losing it all. In the movie, Margin Call (great movie), a hedge fund got wind of the housing market crash before everyone else and ultimately sold EVERYTHING they had in order to get ahead of it, single handedly beginning the inevitable market crash. To be fair, this is a fictional movie and they had a portfolio of like a trillion, but it's really just mentioned to illustrate my point. Softbank has to exercise these options, which have strike prices likely WAY below market value. If they sell those shares, they could easily double their investment, even through a crash. The problem is that people got so spooked by this revelation that Softbank lost over $15 billion in market cap (currently at $112bn). Had this not happened, the speed at which we decline would've been much slower. They have to make those losses up now. You know what would do that? Exercising all their options and selling them for market gains. They can't keep those options forever, either. At best they have 2 years. Softbank will try very hard to sell all those off without crashing the market, but if it keeps dipping, they will become more desperate and start selling them more frantically, promoting a panic selling cycle. And what are we in? A panic selling cycle. If this cycle continues with Softbank, more will tack on and we'll see this bubble continue to collapse. If it can hold a recovery this week, it might survive, but of course, I don't think it will. The end of day today really showed that people are afraid and that given any opportunity, selloff will occur. I think this IS the crash. But, I could be wrong. That brings me to the second and third catalysts. Commercial Real Estate Crash: The eviction crisis is a real threat to our economy. It's brushed under the rug pretty heavily, pointing to the home real estate market and its gains, but the damage is done. Most major commercial real estate buildings, especially apartments, are in disarray. Go look around and see the kinds of deals your local apartments are offering. Where I am, I'm seeing up to 2 months of free rent in some places. I've never seen that before. Everyone is desperate for paying tenants. Most commercial properties can weather a bit of this kind of thing, but we haven't seen anything like this. Small businesses are shutting down, new businesses are not opening. No one is shopping. Who replaces those lost tenants? All these properties are heavily in debt. That's how the industry works, for the most part. Entrepreneurs and builders finance all projects because they are seen as very safe and it's a rule of thumb to never use your own money for investment. The margins had become abysmal before corona. I once looked into buying commercial real estate and found that I would only cover the expenses and have to solely rely on the property value increasing, to make anything worthwhile. This will cause properties to bleed out extremely fast. There is a commercial real estate collapse coming, likely within 6 months, and it will compound any damage the tech bubble has done. Don't forget that this isn't strictly a US problem. This is a worldwide problem. Vacation Industry Crash: Many countries around the world rely on a steady influx of visitors in order to keep their businesses afloat. This, in turn, boosts GDP. Malaysia, for instance, is a place I personally visited, during Covid, and it was a desolate wasteland. Most shops had employees literally standing outside waiting for a single customer. It was like this for blocks and blocks. Huge tourist attractions were completely devoid of people. It's only a matter of time before our lack of flying catches up to these already poor and extremely hard to maintain businesses. The country in Malaysia I visited had a notoriously low success rate for new restaurants, during the best of times. Now, they are lucky to get any customers. That affect will bleed into the second catalyst. More businesses going under, causing commercial real estate to lose tenants with no one to replace them, causing those buildings to go under, causing banks to be stuck with a boat load of vacant, unprofitable properties, causing them to go under. Even with a vaccine, we won't go back to normal fast enough to recover the losses. The airline industry is reporting that they don't estimate returns to normal until late 2021, early 2022. Do you think a random Joe has enough liquidity to keep his business running that long at extreme drought? The people at the bottom of the chain, consumers and small business owners, were never prepared to have a cash supply on hand for this kind of hit to their lives. That is going to trickle up to the top and when it does, goodbye market. Of course, there's also the US election, but that will be a small catalyst as far as I'm concerned. ------------------------------------------------ Other notable indicators/insights that things don't look good:
Market cap to GDP was 2:1 at peak. The dotcom crash was 1.4 and the recession was 1.1. Currently 1.77:1.
Google trend results for "Market Crash" are trending up. Last week, which only accounted for 3 days, really, already topped the June mini-crash.
An analyst who witnessed the Japanese crash of the 1980's believes this will be the biggest crash we've ever seen.
EVs are the new dotcom company. Many will fail as car creation proves to be more difficult than anticipated.
High growth, high revenue companies do not automatically equate to sustainable companies, despite stock prices pretending they do. For example, Sea Ltd. doubled revenue but also doubled expenses in Q2 2020. eToys is a prime example of this, from the dotcom bust era. Had huge revenue, but their expenses could not be lowered to a sustainable level and went out of business, despite the business model making sense and the revenue stream looking really good.
The PE ratio of the market is above 30, which has historically always resulted in a market crash.
Apple saw 12 million shares exited at the bell today. Prior to that was around 600k peak. This happened for MOST tech stocks.
If you bought Microsoft at peak dotcom bust, you would have to wait 10 years to breakeven (longer if you account for inflation losses). That kind of stagnation is what we're looking at, even today.
------------------------------------------------ This does NOT mean the entire market will crash. Quite the contrary. Yes, most stocks will go down as the market collapses in overvalued sectors (TECH) brings down the whole thing, but they will stay high if priced fairly. Most epicenter is priced within a reasonable area, for instance, and will weather the storm quite well. At least, until the commercial real estate market collapse catches up to them. Plan accordingly, set stop losses, and do your own research. I don't expect you to just follow my information blindly. I may have gotten things wrong or mixed some wires. You need to figure this out on your own and make your own judgement call. I simply hope to raise awareness for what I believe is a market crash so that people don't lose their shirt during this. I hope I'm wrong, though I'm literally betting with my money that I'm not. Good luck.
How I applied Buffet's strategies to my own portfolio, +70% networth, beat SP500 by 40%
I believe I did pretty well in the market this year. My networth increased ~65% since its lowest point in March, ~350k to 620k. 20k from the car I bought in March. I rolled over a 401k and it messed up Mint's reporting, hence the spike from Jul -> Aug. I beat the SP500 by 40% in my YOLO account, my FAANG account went from 180->300 I did this by following some basic investing principles, buying and holding for the most part, being patient, and only investing in areas which I have expertise in. I did not buy into the TSLA hype, nor do I play options, nor do I play crypto.
High level advice:
I picked the 7 I agree with.
Invest in what you know…and nothing more.
Never compromise on business quality
When you buy a stock, plan to hold it forever
Diversification can be dangerous
Most news is noise, not news (don't read articles about investing)
The best moves are usually boring (buy and hold)
Only listen to those you know and trust
I firmly believe that anyone who follows those concepts, they will find success in investing.
General mindset:
Keep emotions out of the market
Don't bother timing the market. Don't get ruled by FOMO.
Understand that for some stocks, you can't really average cost down. You will have to stomach buying the stock at a higher entry point. My refusal to average up early on caused me to miss out on a lot of gains.
Understand the difference between trading, investing, and gambling.
Have an exit strategy (stop losses would have helped me a lot in March, I now learned from my expensive mistake)
Be greedy-- not TOO greedy. If a stock pops 10%, I will sell half to lock in profits. It's super common to see a lot of companies pop and the next day dip a bit due to sell off. Perfect time to grab more on the dip. This is obviously impossible to time, which is why I only sell half.
Application:
I was very specific in the types of companies I would choose to invest in within tech. I decided to follow my strengths. As a data engineer, I'm very intimate with cloud technologies, and I think I generally have pretty sharp business acumen and good strategic direction. As a result, my day to day work had me using a ton of technologies in the cloud space. I've used Splunk, NewRelic, Twilio, AWS, GCP, Hortonworks/Cloudera, Oracle, Tableau, Datadog, Sendgrid (bought by Twilio), Dropbox/box, Slack, Salesforce, Marketo, Databricks, Snowflake, HP Vertica, just to name a few. I was familiar with CDN services like Fastly and Cloudflare because sometimes, I worked with the DevOps and IT guys. Based on industry hearsay, day to day work, eventually, I got a good "feel" of what technologies were widely adopted, easy to use, and had a good reputation in the industry. Similarly, I also got a feel for what tech were being considered 'dated' or not widely used (HP, Oracle, Cloudera, Dropbox, Box). I tend to shy away from companies that I don't understand. In the past, most times I've done that-- I got burned. My biggest losers this year was betting on $NAT and $JMNA (10k total loss). After learning from those mistakes, I decided to only focus on investing in companies that either I or my peers have intimate first hand experience with using. Because of this rationale, the majority of stocks in my portfolio are products which I believe in, I thoroughly enjoy using, and I would recommend to my friends, family, and colleagues. Post COVID, due to the shift to remote work and increase in online shopping I decided to double down on tech. I already knew that eCommerce was the next big thing. I made very early investments into SHOP and Amazon in 2017 for that reason. My hypothesis was that post-COVID, the shift on increased online activity, remote work, and eCommerce would mean that companies which build tools to support increased online activity should also increase. I decided to choose three sectors within tech to narrow down-- these were three sectors that I had a good understanding of, due to the nature of my work and personal habits.
eCommerce + AdTech
IT/DevOps (increased online activity means higher need for infra)
FinTech (increased shopping activity means more transactions)
These are the points I consider before I consider jumping into a stock:
Do I feel good about using the company? Do I believe in the company's vision?
Where do I see this company in 5 years? 10 years? Do I see my potential children being around to use these companies?
What does YoY, QoQ growth look like for this company?
Is/Will this product be a core part of how businesses or people operate?
Who are their customers and target demographic?
(SaaS) Customer testimonials, white papers, case studies. If it's for a technology, I'm going to want to read a paper or use case.
In March, I took what I believe to be an "educated gamble". When the market crashed, I liquefied most of my non tech assets and reinvested them into tech. Some of the holdings I already had, some holdings were newly purchased. EDIT^ this isn't called timing the market you /wsb imbeciles. Timing the market would be trying to figure out when to PULL OUT during ATH and then buying the dip. I SOLD at the lowest point, and I with the cash I sold AT A LOSS, I reinvested that cash and doubled down into tech. If I sold in Feb, and bought back in March, that would be calling timing the market. What I am doing is called REINVESTING/REBALANCING... not timing the market. I have 50% of my networth in AMZN, MSFT, AAPL, GOOG, FB, NFLX, and the rest in individual securities/mutual funds. I have 3 shares of TSLA that I got in @1.5. Here are the non FAANGs I chose.
$SQ. I had already been invested in SQ since 2016. I made several bad trades, holding when it first blew past 90 until I sold it at 70... bought in again last year at 60s, after noticing that more and more B&M stores were getting rid of their clunky POS systems and replacing it with Square's physical readers. After COVID, I noticed a lot of pop up vendors, restaurants doing take out. A Square reader made transactions very easy to make post-COVID.
$ATVI. Call of Duty and Candy Crush print money for them. I've been a Blizzard fanboy since I was a kid, so I have to keep this just out of principle.
$SHOP. They turned a profit this year, and I think there is still a lot more room to grow. It's become somewhat of a household name. I've met quite a few people who mentioned that they have a Shopify site set up to do their side hustle. I've tried the product myself, and can definitely attest that it's pretty easy to get an online shop up and running within a day. I 5.5xed my return here.
$BIGC. I bought into this shortly after IPO. I'm very excited to see an American Shopify. BigC focuses on enterprise customers right now, and Shopify independent merchants, so I don't see them directly competing. I'm self aware this is essentially a gamble. I got in at 90, sold at 140, and added more in 120s. I def got lucky here... it's not common for IPOs to pop so suddenly. I honestly wasn't expecting it to pop so soon.
$OKTA. Best in class SSO tool. Amazing tool that keeps tracks of all of my sign-ons at work.
$DDOG. Great monitoring tool. Widely adopted and good recommendations throughout the industry. Always had a nice looking booth at GoogleNext.
$ZM. Zoom was the only video conf tool at work which I had a good time using. Adoption had blown up pre-COVID already in the tech world, and post-COVID, they somehow became a noun. "Zoom parties" and "Zoom dates" somehow became a thing interwoven into peoples' day to day lives.
$TWLO. Twilio sells APIs which allow applications to send messages like text, voice, and video chat. For example, when DoorDash sends you a text at 1 AM reminding you that your bad decision has arrived, that text is powered by Twilio. In March, New York announced that they were going to use Twilio to send SMS notifs for COVID contact tracing.
$NET/$FSTY. These two two seem like the ones best poised for growth in the CDN space. This is based off of industry exposure and chatting with people who work in DevOps.
$DOCU. people aren't going to office to sign stuff, super easy to use, I like their product.
$WMT. eComm, streaming, and a very substantial engineering investment makes me think they have room to grow. Also I really need to diversify.
$COST. When is the last time you heard someone say "Man I hate going to Costco and paying $1.50 for a hotdog and soda?" Diversification. Also cheap hotdogs.
$NVDA/AMD. GPUs are the present and the future. Not only are they used for video games, but Machine Learning now uses GPU instead of CPU to do compute (Tensorflow for example). Crypto is still a thing as well, and there will always been a constant need for GPUs.
Mutual funds/ETFs 1. $FSCSX. MF which focuses on FinTech.
$VTSAX Pretty much moves with the SP500.
$WCLD. Holdings include Salesforce, Workday, Zuora, Atlassian, Okta, New Relic, Fastly...
Titanvest: I was an early access user, and I was able to secure 0% fees for my accout. 36% gains so far. I like them, because their portfolio happens to include shares of tech giants that I either don't have individual stocks for or my stake is low (CRM, PPYL). It nicely complements my existing portfolio.
Some things I do that that are against the grain:
Not really diversified. 80% is in tech. They are in very different sectors of tech, but the truth is, when tech falls, all of these companies fall. I'm obviously long tech and I do not believe that tech will fall anytime soon. What about the dot com bubble? There wasn't a single dot com company that was integral in our lives. The internet was in its infancy then. Techonology is now such an interwoven part of our lives and I see companies like Apple, Amazon, Google to be sticking around for several generations.
I don't read investing articles. I think people who write articles about a stock all have ulterior motives-- to pump or to dump. Case in point-- Citron Research spent years writing articles telling people how SHOP was overvalued. Why did they do that? Because they were shorters at the time. I turned 5k into 27k, because I held on to most of my SHOP shares.
I don't take much value from balance sheets, other than net loss, income, YoY growth. Instead, I use my business acumen to try to pick up on info that isn't super apparent from Google. For example, one thing I always do is that I look at the career page to see how the business is growing. Increase on marketing/sales/implementation engineers is typically a solid sign that a company is preparing headcount to take new deals in the upcoming quarters. I look at the product road map, supported integrations, and customer base.
One example was how I applied the above principle was to WalMart. In 2018 I noticed that I was getting targeted by a lot of Data engineering job listing for WalMartLabs-- WarMart's tech division. The role was to build out a big data pipeline to support their eCommerce platform. WalMart's online store released in Q3 of 2019. Post COVID, I used their online store and it was a seamless experience. They even offer a 5% cash back card like Amazon. They reported strong Q4 sales last year, and they did very well post COVID. Why did I choose to invest in $WMT? Because I believe that Wal-Mart has room to grow for their online platform. Lastly... remember that wealth isn't accrued over time. It takes years to build. The quickest way to increase your wealth is by investing in yourself-- your career and earning potential. The sooner my income increased, the quicker I had more capital to buy into stocks. Also, if you've gotten this far, the point of my post isn't to say that you should invest into tech. The message I'm trying to get across is-- when picking companies, pick companies in fields or verticals you have good knowledge in. Heed Buffet's advice to only pick companies you believe in and understand. Play to your strengths, don't mindless toss money based on one person's posts on Reddit-- always do your own due diligence. Use DD as a guide and use personal research and experience to drive your decision.
Roland Garros : Aviator Adventurer? Or Mythical Dragon? Let's look at the facts. 1) Pokemon named the dragon looking pokemon Garrados (or something like that). Where did they get that idea? hmm 2) If you rearrange the letters in Roland Garros you get Roslan's Dragon, so the real question is was Roslan an aviator? because clearly Roland Garros was not 3) Many people dispute the realness of dragons, but have you ever been to France? If not, I promise you they had dragons 4) 4 5) Where did people even get the idea for airplanes from? Answer : from dragons. Dragons are notoriously good inventors, ever heard of fire? hoarding wealth? let's be honest, humans are just dragon wannabe's Here's some tennis : Djokovic Berankis : Quick standard work from Novak in the first round. No one looks more perfectly effortless than him when he’s in control. Berankis did well to surprise the lackluster Dellien even though clay isn’t his best surface. Dellien will likely be off the tour next year without some major grinding on the challenger tour. This next matchup looked good for a while at the USO but will be a similar result and a faster one on clay. Djokovic in 3. Galan Sandgren : Cam Norrie and Galan played one of the worst 5-setters you could see if you were betting on either one. Nonstop exchanges of multiple games and no one could really sustain offense. I had thought Galan would run away with this one as he’s such a specialist but Norrie (when he wasn’t making errors) had control here and was the only one who could really change the direction of the ball or serve aces. Just the same scorelines but completely different play in the Sandgren and Hurkacz match. Sandgren hung around in the first set even though Hurkacz was dictating. It appeared fairly obvious that Sandgren’s plan was to hang in rallies and not go for much, hoping for errors. When Hurkacz managed to get broken at the end of the first it began to look like that was a solid strategy. Sandgren was constantly serving at duece, facing break points in so many service games, and genuinely did not win this match at all. Hurkacz will need time or a new mental approach, because he’s losing matches due to errors, and this is a baaaaaad thing on tour because so many guys strategy when things get tight is to “try hard hope to earn errors”. When you’re known for making them guys try harder, and then you’re in the rare prison of supplying all the offense to a match. Guys like Federer can play 3 sets of offense, most of the tour is going to need to play error-free tennis so that their opponents are forced to at least go for something. Sandgren turned the tide in the 4th and 5th and Hurkacz began facing break points in all his games. The heavy ball Sandgren hits translates to a slightly more annoying pusher style, as he can kinda go for big targets and rely on pace/weight of shot to earn the point. This next matchup opened at -195 for Sandgren and I tend to disagree. Sandren played an exhausting match but has gone through a number of deep runs at majors before. He’s not mercurial by any means on clay but he’s been working very hard the past few weeks to get his game together. Where Hurkacz has the weapons to really hurt Sandgren, Galan relies more on work ethic and simple consistency to unseat opponents. Barring fatigue, I don’t see Sandgren losing this, and he’ll have ample opportunities to break. His movement isn’t as good as Norrie but his offensive/service game are world’s more reliable. Sandgren in 4. Garin Polmans : Garin and Kohl played a pretty good match, and Garin’s returning was what really got him over the finish line here. A lot of deep placement kept the times Kohl broke him from becoming a major issue, as he did have his chances. Garin is a player who thrives on flow and the more matches he wins the better he performs. Polmans, well, Polmans partied all over Humbert today. It was one-sided from start to finish, with Humbert just reflecting the ball and Polmans driving it. Fatigue could be a suggestion, but if you look at the guys who came from the ultra-fast courts of Hamburg they all struggled early in their matches. Humbert is not quite the physical talent that Rublev and Tsitsipas are so he wasn’t able to turn the tide, but they all found their timing around the 3rd set. Humbert’s mom is still cool, and he still has a bright future. If you like Polmans’ wacky hat and vivid celebrations on court (he seems almost like he’s about to start awkwardly breakdancing while celebrating/lamenting shots), him notching a win at a major is great for his ranking. Garin is a better Polmans. I don’t consider Humbert’s demise a total implosion, and Polmans will be involved in this contest, but Garin is a player who usually loses to bigger weapons, and while Polmans moves the ball well he isn’t overwhelming. He can win a set or two because Garin is still in somewhat a daze from Hamburg, but I think Polmans will play Garin into a rhythm and Garin’s precision tend to improve as he strings games together. Garin in 4. Vesely Khachanov : Vesely is starting to look like himself. Originally the inspiration for some Geico commercials, his transition to tennis has been brilliant, and his serving combined with the fact that he’s a lefty mean his game gives him an edge against most lower-tier players. Khachanov was one of the better comeback stories you’ll ever see in a straight set win. Majchrzak led by a break in every set and just couldn’t keep it together. A hint of future brilliance, but again his biggest issue is not being able to distance himself from his opponents in matches. Once Khachanov buttoned up his errors when he was down a break, it became difficult for Majchrzak to win rallies. I expect something similar in this tie with Vesely. Vesely’s backhand has been the side that makes errors during neutral rallies, and for a guy who crushes the ball this represents a big target. Vesely will need to serve well to have a shot at this, and while matches between two big hitters tend to never go in straight sets, Khachanov and Garin looks like an inevitability. Khachanov in 4. Bautista Agut Balasz : I’ve never seen someone look so dominant while getting beaten down. In the first set RBA was broken at love multiple times. Gasquet hit a number of unreal winners down the line with his backhand and worked to earn points with 20 shot rallies over and over. He led 5-2 at one point, but RBA had barely missed a shot to that point, aside from a few backhands into the net. Gasquet was emitting a quality of sweat I recognize as deep deep swampwater, and I know when things are that humid that comebacks are not in the cards. Gasquet lost the 1st set tiebreaker and was just about done. Gasquet is French for something, and while he’s out of the tournament here, he certainly has a neat backhand and a cool name, Balasz was one of the cheapest and most straightforward options of the day, and Uchiyama never really put up a fight. Balasz has an interesting game and is worth watching, but his tournament is likely over. Gasquet was brilliant in the first set and still only won 9 games. The heavier balls and slower conditions mean RBA has a tough time hitting through the court, but the flipside is it’s very difficult to find points against him. Balasz may confuse him for a while, but errors will come as he forces shots. RBA in 3-4. Pella Carreño Busta : Busta busta busta, I made you out of clayyyyyy. I know Pella’s name is first but I was just so relaxed watching PCB play his first round. He really comes into a match with a complete gameplan and sticks with it no matter the scoreline. Unpopular opinion : I don’t think he was going to lose in any fewer than 5 sets against Novak in NY. When he’s fresh and not making backhand errors it becomes extremely difficult to beat him, and for a guy whose somewhat regarded as a defensive player he steps into the court and unloads for winners whenever it’s possible. He is what Sandgren is trying to be. Pella and Caruso played what must have been a depressing match for Caruso fans. Endless rallies, great quality tennis, but no real way for either player to find clean winners. Matches like that are difficult to watch because your neighbor will hear 3 hours of grunting coming from your apt and also because you know a few random points at the end of sets are going to decide things. Pella won those points, and though he was down early breaks he looked like himself for the first time. I’m glad I announced he has a terrible injury; I now know how to summon top play from any opponent. I don’t know exactly what to expect from this matchup. They’ve traded some wins on hardcourt, but have oddly never played on clay. PCB’s movement/stamina are the biggest differences between him and Caruso, whose game sort of broke down as things progressed. Pella certainly played well, and even in a losing effort he’s going to make you play a ton of balls. The edge has to go to PCB given their recent forms, but his proclivity for going to duece means this could go the distance. PCB in 4-5. Struff Altmaier : Struff and Tiafoe, or Struffafoe as they’re known from now on, played a pretty good quality match. I once again feel Tiafoe needs better coaching, as he was winning a fair number of the baseline rallies but insisted on playing dropshots. They cost him this match. I don’t know a nice way to outline that winning on tour just isn’t easy. The mental lapses are always going to cost you at a professional level, but Tiafoe has shown great improvements following the tour’s break, and you can’t just summon the type of resolve/focus that Nadal has. It’ll take time. Altmaier (whose name is super annoying to type) beat Lopez in straight sets but these two pretty much started every service game at 15-40. It wasn’t great, but the conditions were such that Altmaier was able to take deep return positions and frustrate Lopez into forcing offense. A good win, and the comfort level may be a bit higher here against Struff, which should benefit him a great deal. Playing on tour in a major after grinding the challenger tour is something that gives you adrenaline you just don’t need at times, so a bit of comfort is a plus. I see a lot of recent wins for Altmaier but he hasn’t really played someone the caliber of Struff, and Struff’s loss to Coria troubles me but in a 3/5 format and after the good quality rallies him and Tiafoe had, Struff should be able to find an edge here. Struff in 4 or losing because he’s Struff. Harris Berrettini : Popyrin really struggled on serve at times, and didn’t seem like he’d been playing enough clay leading into this match. Harris seems to get most of his points on tour in the majors, which is interesting for such a young talent. Berretini beat Pospisil like he did something, and there’s not a lot to say about this next matchup. Harris is a great server but lacks consistency. Berretini in 3. Medvedev Ramos-Vinolas : Oops. The strangest thing about Medvedev’s loss was how early he started complaining about it. Halfway through the first set he was down a break and already fullscale yelling at the sky/his box/local squirrels/some children/the moon/the ocean/a rock/some guy. It reminded me of Novak’s wild frustration early against PCB. These guys shouldn’t be stressing so early in a match, but I think sometimes they know the writing is on the wall and the thought is too much. Fucsovics is not really a household clay name, but he stayed composed and got the job done here. Medvedev just forced shots here over and over, and it’s strange because his serve works fine on clay and his defense is good enough to really grind points. ARV vs Mannarino on clay is like Mannarino vs ARV on grass. These guys have such specific styles that they really can’t overcome a surface disadvantage. ARV is the sort of test that Medvedev should have been for Fucsovics once he went down a few sets; very solid defensively, doesn’t give you much to work with, and works multiple shots to earn points rather than just hoping for a W. I tend to think Fucs is up to the task, and while the “going to disneyland” notion creeps in after a big win, Fucs has had enough “almost” situations against the top 20 that notching a win won’t change his game. Both should be fresh for this one and it should be a clean, crispy tennis match. Fucsovics in 3-4. Giron Monteiro : So many matches went to overtime this first round. Both Halys and Giron were up a break in the 5th set, which is a much different feeling from Monteiro’s day. Thiago (which is the coolest name in the draw) added to Basil’s woes, breaking early and often. He just came off a finals appearance at a challenger a week ago and continued his good form. Giron represents a tough test because his speed/forehand are a gamechanger at times, but he’s unlikely to get the job done unless he gets an early lead. Monteiro tends to get out to quick starts and is a brilliant frontrunner. I give Giron a puncher’s chance, but can’t really think of a way he can win unless Monteiro’s backhand completely falls apart. Monteiro in 3-4. Lajovic Anderson : When I picture these two I always think of them sitting across from each other wearing black turtlenecks and evilly stroking cats. Lajovic had a pretty tough time with Mager, who crushes the ball and is a good indication that Anderson’s hitting (during the rally at least) won’t be too much of an issue. Djere refused to hold serve in this match, and that’s a bad decision to make against a server. They played much of the first stretch of their match in light rain, and Djere seemed visibly upset heading into the break. I would say this was an empty victory for Anderson, but he served well and he at some point, will find his former form since he’s not exactly too old for the tour yet. I feel the same about Nishikori but the question of when is a difficult puzzle if you’re not in his camp. Being conscious of your biases in assessing matches is a useful tool, and I’m aware that I’d never be backing Anderson in this one with Lajovic in good form. Due to this, Anderson having actually beaten Lajovic on clay two years ago in Madrid makes me think this is going to be closer than I’d normally expect. Anderson at full health gives him a slight nod. Lajovic on a decent run gives it to him here. I wouldn’t bet against Anderson here, but Lajovic in 5. Davidoch Fokina Rublev : First time watching Mayo and he has a really nice game. Good power, good forehand, pushes the pace well. He was up early in the 1st but once errors crept into his game it slipped away from him. There’s a big key in professional tennis and it’s being able to maintain a level throughout a match, even if it means playing slightly less than your all-out game throughout. Fokina is very solid and very comfortable. He seems like win or lose his expression will remain the same, and that’s more confidence than indifference. Rublev played one of the more difficult first rounds, as anyone who expected Sam Querrey to come out firing that well must have six magic 8-balls hooked up to a super intelligent iguana flying along a slip-and-slide on it’s way to Narnia. Querrey is a scary guy when he serves well and his forehand is a thing of useless beauty. Ruvlev/Tsitsipas/Humbert all seemed like their timing was poor early in the matches and Rublev was the first to turn it around. Fokina would win the first two sets against the Rublev from the first two sets. There’s no intimidation factor and his backhand/movement are rocksolid which is good since that’s the thing Rublev attacks the most. I think this is a tighter contest than oddsmakers are predicting but Fokina’s ability to hit winners during these baseline rallies is something I think will be absent. Earning errors, fine. Winning neutral exchanges at net, I definitely think so. Finding his way out of baseline rallies without Rublev errors? Idk. Rublev in 4-5. Shapovalov Carballes Baena : Shap played one of the least inspiring first rounds of the heavy favorites, trading breaks and looking at times like he wouldn’t be able to find the effort to hit through Simon. Simon was happy to move the ball around but really couldn’t find 1st serves at any point in the match. It was not a great match which makes the next round interesting. RCB had some injury concerns for me going in but eclipsed those, beating Steve Johnson 1, 1, 0. For those of you not familiar with tennis, these are not good scores. RCB represents the opposite version of Simon’s game. He is dynamic, has multiple names, and hits with pace. He doesn’t serve aces but he puts his 1st serve in at a good clip, and although Shap should win this matchup almost all the time, his struggles against the pusher style of Simon in the first round make me wonder how much patience/resolve he has left after a month and a half of nonstop tennis. Shapovalov is not the -660 favorite that he is priced at in the books, and I’d avoid this one entirely unless you’re looking at RCB or the over. Shap still did break almost at will, so I’ll give him the slight nod despite his issues holding serve/hitting the ball over the net. (for those of you not familiar with tennis, hitting the ball over the net is often an effective strategy) Shapovalov in 4-5. Martin Dimitrov : Maybe there’s something about Tuesdays that make me nervous about upsets, but this is an interesting contest. Dimitrov is -700 in this one. I also think he’s playing great ball lately, but that is not the correct line. Dimitrov is a big market and people haven’t heard of Martin so it lands this way. Sousa didn’t particularly do anything wrong in his opener against Martin, except for doing each thing you could do wrong once. He just looks unlucky out there. He’s hitting well at times, but just seems to find an error or unfortunate way to lose the point over and over. Martin, on the other hand, was crushing the ball. He hit clean winners time and time again on Sousa’s second serve, and I think that while he isn’t expected to beat Dimitrov, his ability to generate offense during baseline rallies will give him opportunities in some spots. Dimitrov rolled Barrere, but he served at duece in a number of games. Barrere is a nice hardcourt player, but really hasn’t won too many matches on clay. It became a perfect situation for Dimitrov, who looks great when things are going well. Martin is the type of player that clay tends to produce; not a dominant guy or a title-winner, but someone who is very comfortable with their game and who isn’t too troubled situationally (similar to what we saw from Munar today competing against Tsitsipas without too much mental duress). If this were 2/3 I’d like Martin. In 3/5 I think Dimitrov will have ample chances to break serve, and so will only lose in 5. Martin in 5. Milojevic Bedene : Upset of the first round for Milojevic. He hit the ball solid and was proactive about his shot selection, hugging the baseline and taking time away. Krajinovic really never had a chance to breathe in this one and as a player who refuses to move off the baseline, Kraj made a number of errors on the backhand trying to stand his ground. Nothing really new from him, as he’s been great on clay and also struggled at times. Bedene was solid against Rinderknech, who reminds me a bit of Ruusuvuori and may make his way on tour in a year or two. Good groundstrokes, very fluid forehand, and just a bit less experience giving Bedene the edge late in the match. This is another match where I lean towards the upset, but is the breakdown. Milojevic beat a superior player in Krajinovic, but a less consistent one. Kraj has had his fair share of struggles. Bedene isn’t a threat for deep runs in events, but gets the job done very consistently when he’s “supposed” to win. That’s a big thing on tour, as upsets happen. I did like Milojevic’s pace, and were he playing someone who has a bit more variety in their game, I’d think he had a better shot. Bedene tends to play a very similar game though, and the edge here will be very small. Milojevic elevating his game as the Kraj match progressed rather than barely getting across the finish line indicates to me fatigue wasn’t a factor and that it was just a one-and-done effort. Milojevic in 4-5. Cuevas Tsitsipas : Haha they put the Uruguayan flag for both, I thought. But it turns out I am a muppet and have much to learn about the world. Many countries enjoy stripey goodness it seems. Cuevas was a bit too good today, negating the over of 35 games even while going to 4 sets. Laaksonen looked ok in the second but Cuevas’ loopy returns saw Henri making error after error. The ball hitting the net with an open court is something that seems to compound struggles on tour, and this was over quickly. The polar opposite of Tsitsipas’ war with Munar, which took forever and featured some of the most skillful exchanges of the first round. Munar is everything you want in a smol one. Unexpected dropshots, clean shots down the line, and the ability to transfer luck if you rub his head. Tsitsipas looked very impatient, and I feel for Munar who really never had a chance to win after Tsitsipas found form, but Stefanos making this comeback is a very good sign. He was drenched in sweat, struggling to put this away, and never really blew up. Stefanos and Pablo played a week ago and although Cuevas was good, Tsitsipas seemed like he was able to defend the court well enough that Cuevas was only going to get the match with errors. I expect to see something similar here, although Stefanos won’t be able to afford the sort of slow start he made against Munar. Tsitsipas in 4 or Cuevas in 4. Bublik Sonego : Bublik got the job done, and Monfils left fans wondering if he really wants to be out there fighting any more. Nothing wrong with losing to a great server whose career is on the rise, but Monfils seems like he’s not fully engaged out there, and so as a professional athlete, people are going to ask questions. Sonego and Gomez had a good contest, and while I think Sonego matches up well with Bublik, taking 5 sets with Gomez means Bublik will be able to find breaks of serve. There are likely to be some tiebreakers here, but given Bublik’s ability to serve out Monfils, he’s likely to win them. Bublik in 4. Albot Fritz : If you read my predictions, you know what’s coming. Albot broke his slump by playing spirited ball again Thompson. It was one of the quicker matches in the first round, lasting just (insert however many minutes it lasted). Fritz Fritz’d it up, almost dropping the ball against qualifier Machac. Considering he barely snuck by, there’s reason to believe this will be a tough contest as well, even with Albot’s struggles. Albot tests his opponents movement, Fritz makes errors on the run. Albot breaks serve at a higher clip than most guys on tour, Fritz is mainly just a server. I think Fritz is the better player here, but I think that the lead will be very important for belief here, since Albot has struggled lately. I think Albot’s movement will be a key on the slower surface, but he’ll need to get off to a quick lead since Fritz (as many servers are) is a very dangerous opponent in a 5th set. Albot in 4. Gombos Rodionov : Finally a good reliable favorite. I warned readers that Gombos is the Gombosiest, but they didn’t listen. Coric found out the hard way, and honestly there difference in this one was just ballstriking. Coric was moving the ball around looking to present the “you can’t hit through me” challenge, and while this is a good strategy in later rounds, guys really crush the ball in the first round and the pace is much quicker. Gombos almost snagged Cilic in the USO, and didn’t falter here. Rodionov waited as long as possible to get going against Chardy, going down 2 sets and only winning the tiebreaker 8-6. He served for the match in the 5th set 3 times, and had a very lucky day to be playing Chardy. Chardy just couldn’t keep the ball in the court on offense, and will have to earn his points in the indoor season this year. Rodionov plays a solid game, and being lefty helps, but he lacks big weapons which is why he mostly plays on the challenger tour. Gombos has enough power to be able to dictate here, and Rodionov coming through the qualifier and played 5 long sets will make this an uphill battle. Considering Gombos hit through Coric, the defense is unlikely to phase him. Gombos in 3. Giustino Schwartzman : Lorenzo Giustino and Corentin Moutet had played the match of the first round by the end of the 2nd set. Moutet was just in unreal form and dictating most of the rallies in this one. Where he suffered was in two patterns. Giustino hit his forehand with height/shape rather than pace into Moutet’s backhand. Once into this pattern the shorter Moutet tended to drive the backhand downward crosscourt and Giustino would execute the same shot. The backhand never broke down but Giustino was able to wear down Moutet’s patience, and he took many opportunities as the match went on to run around his backhand and hit the inside in forehand. Giustino hit this ball crosscourt every time, really not missing often. These are simple exchanges but it’s the same shotpatterns that Djokovic employs against Nadal. What transpired was Giustino’s speed being pitted against Moutet’s arm, and while it looked like Giustino wouldn’t find offense, Moutet’s forehand got more loopy and Giustino found winners crosscourt since he was able to drive the ball more, and Moutet’s backhand lost depth and Giustino was able to catch Moutet with the forehand down the line over and over. If people are looking for the way to beat these lefty patterns this was a great example. I had hoped Moutet would win, as his offense would be able to trouble Diego a bit more. Schwartzman beat Kecmanovic easily, and Kecmanovic had that “this draw sucks and I’m already thinking about the next tournament” glazed look in his eyes throughout this match. Giustino has to be exhausted at this point, after qualifying and playing an extra 2 sets of tennis in the 5th. Diego is the wrong opponent to try to outlast, and I think unfortunately Giustino will be more error prone here which will drive Moutet insane from wherever he’s watching. Schwartzman in 3. Wawrinka Koepfer : Mats Wilander’s comment that Murray should leave these wildcards to younger players has some validity, but his presentation is part of what is wrong with social media. If he really had this concern, he could send Murray a message and offer some perspective. Maybe the clay tour isn’t really where Murray needs to play at this point. Posting these “open letters” and private messages as tweets is a really bizarre way to posture and the messages tend to be more about the person writing them than the issue at hand. Now, unfortunately, Mats Wilander (who I have never heard of) is an official douchenozzle in my mind. Unfortunate, but not as unfortunate as Murray/Wawrinka not giving us the classic we were all hoping for. Wawrinka has stumbled so badly recently that him playing his normal solid top 10 clay court tennis was unexpected. Murray’s movement was poor, but most players are going to lose to Wawrinka when he plays well. Koepfer looked solid against in dispatching Hoang, and there’s something to the idea that this next contest will be tricky for Stan. There’s always the crisp shotmaking and overwhelming power, but Koepfer is not really looking to win the hitting contest anyway, and instead thrives on scrambling rallies and working his opponent’s backhand. The outcome here depends entirely on Wawrinka, as Koepfer is likely to be steady throughout. I expect at least one set to go the German’s way, as he has proven to be an extremely difficult out. Wawrinka in 4-5 but I would avoid backing Stan here if you like dollars, especially since he’ll likely show his level and have a more predictably simple match the next round against Nishioka. With guys who are good for deep runs in tournaments if they’re playing well, it often helps to gather information rather than let that fear of missing out have you backing question marks. Gaston Nishioka : Lefty fiiiiiiiight! Gaston won the all-French affair pretty comfortably and Nishioka’s quality in his win over FAA was completely ignored. FAA can’t serve! FAA so many errors! Part of this is inconsistency but part of this is Nishioka being a wall and constantly moving his opponent. Gaston will be at a disadvantage here experience-wise but lefty vs lefty is always a difficult task for both, and Nishioka has been a mixed bag on the clay so far this season. Very tough to know how these two will match up, but the pre-match edge has to sit with Nishioka. Nishioka in 4. Ruud Paul : Pretty simple victories for both of these two, and this will be a great match to watch. Paul has shown he can compete at the top level, but watching him in his doubles match today he didn’t seem to be serving great. His partner Monroe is a great player to watch at net which is why I caught it, and inferences from doubles aren’t the most reliable, but I think Paul will need to avoid long rallies with Ruud, who has been improving every week since the restart. Pretty similar styles at different points in their career. Ruud in 4. Sock Thiem : Sock had some genuine emotion winning games against Opelka, and it’s nice to see him visibly motivated after his chubby troubles. Thiem looked like there wasn’t much adjustment to clay in the first round, and he was extremely composed/reserved while beating Cilic. Cilic isn’t in great form, but beating him so easily is a real testament to Thiem’s solid position in the top 2-3 players in tennis. Sock’s skill and whippy forehand allow him to match up better against the top tier than the results will indicate, but with Sock’s backhand still a liability this isn’t a spot where Thiem will struggle too much. Thiem in 3 and let the inbox threats begin, he is my pick to win this tournament. Zverev Herbert : Zverev continued his slow start strong finish method against Novak. Once he locks down the errors he becomes a very tough out and he hits the ball with such reservation during rallies that when he does finally go for a clean winner his opponents almost don’t move. In Serena’s age of dominance she’d often lose the first two games and then break back and her opponents level would fall and Zverev’s slow starts give me the same sort of “accidental or genius” psychological strategic vibes. It’s more likely it’s just tall players start slow. Herbert beat Mmoh, who is somehow a pusher that makes errors. I’d like to see him (Mmoh) go a bit more offensive for a season, as looking to be solid from the baseline just isn’t enough to win on tour. The Herbert Zverev matchup is an interesting one since Herbert’s game has the things that traditionally would snag a player who starts slow. Herbert is an old-school serve and volley player who is adept at adjusting his strokes to keep the ball in the court. Zverev is a bit too crispy at the moment to expect a bit blowup, but Herbert having a higher caliber of offense than Novak (who plays a bit too straightforward to really beat the mid-top tier guys) gives him a better chance. Zverev in 4. Londero Cecchinato : Londero flipped the result against Delbonis, who he’d lost in straight sets against in their previous meeting. It’s nice to see him back in the win column, as he plays a very unique game, going for accurate offense and looking to test his opponents speed. If it weren’t for fatigue, I’d think he were a decent favorite. Cecchinato has been great though, and murmurs of his previous French Open run were flying with his snowball beatdown of De Minaur. De Minaur isn’t the best on clay, as many pointed out, but he has some notable wins in his past including PCB, and beating him is never simple. Cecchinato’s power gives him an edge here if Londero is tired. Slower legs will leave more short balls and Cecchinato can really dictate. He’s also fairly deft at using the dropshot which can wear his opponents down. Where I hesitate to just hand him the win is that these new wins have been out of nowhere, and he hasn’t played a real top level player yet. Londero is the first such test, as his claycourt game can threaten all but the top 10-20 guys at the French. No pick here, but if either is able to win this quickly then Zverev is in for a difficult 3rd round. Paire Coria : Local kumquat Benoit Paire played quite well, beating Kwon in straight sets. There wasn’t a lot of hope for Kwon, and he struggled with his serving throughout. Paire, whose attention span is that of a drunk raccoon, will be a small favorite in his next round against Coria, but Coria is the quintessential villain to beat Paire. Coria lacks offense, but is a venerable wall. The errors Kwon made will be less available, and with Sinner looming in the next round both guys will know this is their last chance to advance. I expect Paire to either find great form here or lose. Finding great form isn’t what I expect, and if Coria is able to earn an early lead this could be over quick. Coria in 4. Bonzi Sinner : Bonzi played great against Ruusuvuori, and I got that match completely wrong. Sinner’s defeat of Goffin coupled with his 6-2, 6-2 loss to Cilic a week or so ago makes me think Goffin is either a bit injured or just not fully engaged in this clay swing, but Sinner looks great. Sinner in 4. Kukushkin Martinez : Fognini Fognini’d all over the place. He seemed to hurt his ankle during the 3rd set tiebreaker, and for a guy who lacks a bit of self control he shockingly did not withdraw. This seems to be one of his principles, as he’s finished matches injured before. Good win for Kukushkin, who hung around until he was given the match. Martinez on the other hand went out and earned it, downing the hard hitting Vukic in straight sets. Martinez and Kukushkin are unlikely to have huge edges against each other. Kukushkin does his best work at majors, but not really on clay, and Martinez is a claycourt expert, but generally earns errors/preys on his opponents inconsistency. I expect long rallies, and I expect Martinez to gradually pull away in this one. Martinez in 5. Korda Isner : I’m gonna have to be honest. I completely missed Isner’s match. It didn’t seem like Benchetrit was returning much, and Isner is generally the same. That being said, I regret this because Korda played very well in defeating Seppi and I’d like to be more confident about defending his chances here. Korda plays very well at net, and while he’s a bit green, he’s been losing in the qualifiers on tour for a few seasons now. Him starting to win matches now means we can expect a solid performance from him. He’ll have the edge in baseline rallies, and given they’re from the same country, he’ll be somewhat familiar with Isner’s game. This will come down to Korda’s ability to avoid bad service games, and whether Isner’s serve is unreturnable or not. These are question marks, and I’m starting to hate question marks. Not as much as I hate people bouncing the ball between their legs before their serves though. Korda in fourda. Nishikori Travaglia : Clay Nishikori is back! A late 5th set victory against Evans saw many bettors writing creative words into the livestream chat, and if you’ve never been called an assfish, you can only imagine how upset Dan is tonight. Kei was happy to get across the finish line, and he has to feel like he can breathe a sigh of relief. Travaglia beat Pablo Andujar, who I have been instructed by my attorney to point out is not from Colombia and does not live in the jungle and does not train jaguars and does not sleep in a cave and does not channel magical eagles and definitely does not possess the ability to call the wind from within his lungs which are definitely not made out of the spirit of a cursed python. Andujar had been on a tear, and beating him in straight sets coupled with Travaglia’s serving prowess mean I make him a slight favorite to beat Kei in this matchup. Since Kei is struggling to find length and rhythm playing a big hitter is likely a bad situation, and I give Kei a good chance since he’s such a difficult defender to beat but he really will be behind the 8-ball in his service games. Travaglia in 4-5. McDonald Nadal : Nice win and some much needed points and bucks for Mackie. Nadal didn’t look great against Gerasimov but Egor was hitting some great offense and Nadal doesn’t exactly need to press early. Nadal in 3 and the next round against Travaglia will be a good look at Nadal’s level. Finishing up the women's now. Should be up in an hour or two. <3
A lot of people are asking for gambling advice. Mine would be don’t talk about mythical french dragons. After playing fast and loose with the dark arts, a pipe burst in my basement yesterday and I then found out that the shutoff valves had rusted out. Fun fact : flex tape makes you feel very optimistic when you’re stretching it over a leak but it doesn’t work, and just leaves you with new and creative angles for the leaks. I spent a lot of tiempo mopping my basement and setting things up for the plumbers, so I did miss a bit more of some matches than I’d really want to, which may help since I absolutely ate it on some of the round 3 matches. Djokovic Khachanov : In an interview this week, Djokovic said, “My head is a perfect oval.” He was right, and it was on display against Galan. The first set was not only perfect tennis but entertaining. Novak (we’re on a first name basis) plays the kind of skillful game when he’s in control that is really enjoyable to watch. Time and time again he’s playing pingpong while other people are stuck covering a tennis court. The match tightened up in the second and third sets with Galan getting deep in a few games, but this was mostly a precursor to Djokovic’s first real test. I had overlooked Khachanov in this draw because I felt he’d lose to Garin, but he played some great tennis today and his power and serving mean that while he may not have the best chance to win, he’ll certainly have an exciting affair with Djokovic. Garin withdrew from his doubles match a day or so ago and complained of dizziness. The physician was asking him how many fingers he was holding up and while he played pretty solid today, he had a sort of glazed look in his eyes throughout. After splitting sets I rather thought Garin would pull away. While Khachanov boasts a big offense, Garin’s speed makes it look like Khach has few options to score. Garin is just “there” for every shot, but he put a number of balls into the net with his forehand that he usually doesn’t. Khachanov’s best chance in this match is to reign in the offense a bit. Djokovic thrives when his opponents make errors but sometimes gets frustrated when they make him work. The benevolent racquet applauding dropshot hitting Djokovic wins in style. The grumpy laugh at the sky shake his head smash a racquet Djokovic occasionally drops a set. It’s a testament to how good he is that he’s playing Khachanov and the discussion is “what can Karen do to steal a set”. Djokovic in 3, but this is the first chance for him to really show his level. Carreño Busta Altmaier : Pablo, or Wobblo (as he’s known by rival trapeze crews) gave RBA a very long day. There were times when RBA took the lead but never for long. Carreno’s power was the big factor here and he hit a number of forehand winners. The inside in forehand he’s hitting is really deceptive and since inside-out is his usual pattern it works doubly well. I’m not sure patterns will be so ingrained in his next opponent as they are in RBA though. Altmaier is the story of the men’s side thus far having not dropped a single set through three rounds that continue to get more and more impressive. He plays very solid, hits hard, and his serving is surprisingly consistent even though it doesn’t seem like the biggest weapon. Berretini, though, refused to play more than a few shots per rally in this one. The first ball he could swing at he hit for winners. The ones he couldn’t drive he went for bailout dropshots. It was difficult watching him be so impatient to win rallies when they’re really nothing wrong with his defense or baseline game. Even in a straight set loss he had multiple looks at getting the lead in this match but there were just too many errors, and Altmaier playing at such a fast pace led to Berretini never really getting out of his rush. After beating Struff and Berretini, it’s pretty clear that Altmaier will be a threat in this match. The last player to take a set off the hardworking German was Ruben Bemelmans in qualifying, and that result is half a puzzle now considering his consistency. I’m struggle to decide what to expect here. It’s another in a stream of these brand new matchups, which is great for the tour but difficult for anyone “trying” to make predictions. A good point to make here is that this is a reason “touts” and “prediction services” fail. By virtue of always trying to write a story or offer a possible outcome, you overextend beyond what your knowledge is. You come up with defendable positions rather than honest advice. It’s easy to write something convincing about a sporting event. All day long we’re thinking about potential futures in our head that will never come to be. Am I having a moment? Maybe. Perhaps it’s because I’m watching Collins bottle every volley or overhand she earns at the end of any point she’s winning. I learned about the term bottling this week. I’m gonna use it. PCB should win this. Altmaier has benefitted greatly thus far from the errors of his opponents. PCB made very few of these in his match with RBA, just had a great run at the USO, and is the steadier player. It may take a while, since Altmaier is in such excellent form, but I still lean Wobblo, and maintain that that wire in the 2005 Southern Spain Trapeze Championships wasn’t regulation. PCB in 4. Fucsovics Rublev : Are there no more lefty clay-courters left for Fucsovics to play? After disposing of ARV and Monteiro without much trouble, Fucovics magical victory against Medvedev is a distant memory. Time for another? Rublev beat Anderson pretty easily, and the bigman’s power during rallies was not much use against Rublev’s ballstriking. The matchup here is Rublev’s offense vs Fucsovics shot tolerance. The big Hungarian, who as we all know is from Nyíregyháza, is probably in the best shape of anyone on tour not named Nadal. He utilizes his speed and strength to really make the baseline small for opponents, and his precision game is something he keeps going with a reserved manner. He’ll never give away a match, and this is a good thing to have in his pocket since Rublev has a history of frustrations and errors. That history though, has not been present since the restart of the tour. Rublev has been smoking the ball starting in Hamburg and his returning has been half clean winners and half solid returns. There is a good chance he will get into a number of Fucs’ service games and if you’ve ever had a wild squirrel with orange hair inside a duffel bag this is what it’s like to have Rublev in your service games. Squirrel smuggling in 4. I mean Rublev. Dimitrov Tsitsipas : Oh heckkkkkk yeah. This is really and truly a brilliant round of 16 on both sides. Dimitrov was fortunate to receive an injury withdrawal from Carballes Baena, but he didn’t really need it. The big Bulgarian (who only appears past the second round once a year when the moon is full) has been in rare form this week, winning the matches he’s supposed to win and overall playing very overwhelming and consistent ball. This is what the fans want. I fade these guys at times and discuss their issues with consistency, but I absolutely concede that I would forfeit money to see the talent on display that Grigor possesses. Omg Collins won. How do ya like that. Anyway Dimitrov and Tsitsipas probably have two of the most “similar” games on tour, but one of them does way more with it. Tsitsipas played an injured Bedene who had issues with his ankle, and eventually retired, but similar to Grigor he really didn’t need it. Tsitsipas shrugged off the USO defeat, was good in Hamburg, and has been great so far in this event. Dimitrov’s athleticism and form can keep this one close for a while, but it really seems like Tsitsipas has elevated to another level here, and a rematch with Rublev is incoming. Tsitsipas in 4. Sonego Schwartzman : Lorenzo Sonego can get things off the top shelf in the supermarket for you. Sometimes you’ll just be eating lunch somewhere in the world and Lorenzo Sonego will just snatch one of ur fries. This dude is lanky goodness, and something about him makes me want to buy a car. Fritz and Sonego played a really good match, and it was a good example of how a player can play 1 bad game and lose in straight sets. Fritz didn’t do much wrong here, but Sonego was excellent on the forehand wing. In the pressure moments he found big shots, and since Fritz wins behind his forehand, this gave him a slight disadvantage throughout. Diego was down early to Gombos, but the guy manufactures breaks of serve better than anybody on tour. Consistently him, Nadal, and Djokovic are the top 3 in service breaks on tour, plus, he never steals french fries. This matchup is closer than people will expect. Sonego is very comfortable on clay and is solid enough to hang with Diego for stretches. If he serves well, he’ll be able to threaten to win sets. Fritz and Sonego was a long match, but two straight sets victories against servers won’t have Sonego in any fatigue issues. Diego is probably the best player left in the draw who you know won’t win the tournament, but he has a tendency to fall behind early in sets and this could become an issue since Sonego hasn’t really been making errors so far. I don’t like the -700 pricetag, but Diego should be able to break down Sonego’s backhand over the course of the match. Schwartzman in 4-5. Gaston Thiem : Several times I looked at Gaston and Wawrinka’s match and felt like Wawrinka was playing great but the match was being played at Gaston’s tempo. Wawrinka needs time to set up, and with pauses in the rallies he becomes very difficult to beat. Gaston kept the ball moving though and that lateral war is not something that favors Wawrinka. It shoudn’t hurt him though. What ended up happening to Wawrinka was he played Gaston into the perfect training partner for him, and once Gaston had a read on where Wawrinka was going it became half a waste of time for Wawrinka to be hitting so hard. Fatigue set in in the 5th set, and Gaston honestly was the smarter competitor in this one. Thiem and Ruud seemed like a high quality affair, but that only lasted for a brief period. Thiem is starting to really pull away late in matches and the reserved composure he plays with early in them has thus far not been solved by any of his opponents. A healthy dose of slices from Steve Johnson sees him losing, but the same strategy from Thiem (largely since he has the other one-handed stroke) sees opponents trapped trying to manufacture angles that feed into Thiem’s best shot. His accuracy when he plays down the line is starting to get real scary, since it was largely a redline shot in 2018 and a 60-40 prospect in 2019. I would say the AO where he beat Nadal was the first time where his backhand down the line was just an automatic point, and really how will people defend that as these long stretches of wins make him more comfortable and more confident? The kid is a monster, and yes tennis he also has a big butt. Gaston will present the same steady defending and pace to Thiem, but Thiem is a much fitter player than Wawrinka and has a lot more variety/consistency in his game. Thiem in 3. Zverev Sinner : Here I go hating again. Zverev has become like Fritz for me. I recognize that I tend to devalue their ability and focus on their bad performances/errors, and this skews my judgement. Writing these articles is beneficial for noting leaks like that. In their 3rd round contest though, Zverev and Cecchinato switched roles. Zverev made his first fast start in quite some time (I’d somewhat discount the USO against Thiem because that was more about Thiem being awful to begin) and returned extremely well. He was ripping his forehand crosscourt which is something we haven’t seen from him except in some rare instances late in matches. What went on on the other side of the net though was pretty difficult to watch. Cecchinato was cheated in this match. Nobody informed him of the new ATP rule about the ball having to both clear the net AND land inside the court. He will be filing an appeal, as he avoided both of these things like the plague. Not only did he make a ton of errors, but he took a return position not deep enough to return, and not shallow enough to catch the ball at a decent height. This was the Cecchinato that didn’t win a match for an entire year on tour, and after his first two matches where he was brilliant it is relatively unexplainable why he played this way. Even in this terrible form he was serving for the second set, and the momentum looked to shift but again, he was unaware of the new rules. Sinner needed two come from behind sets against Coria to win, but he has shown that he is able to consistently produce his offense give the chance, and really what he struggles with is his lateral movement. More so on the forehand wing, but when he’s drawn wide he makes a lot of errors. It’s a similar issue to Kyle Edmund, and it’s partially the extreme grip. If Zverev shows up the same as he did against Cecchinato, he should win this, but even in a terrible lopsided loss, Cecchinato still won 9 games. Sinner will be significantly better, and where Cecchinato couldn’t get an unreturned serve, Sinner has a very competent service motion and can earn easier returns. In the interest of not just picking against Zverev every time, I will point out that Sinner has had fatigue issues late in matches, and Zverev served very well in his previous match. I think there is a big Ferrer factor with Zverev as he has seemed to have a specific gameplan in a few of his matches the past few events. This should be a high octane affair and the victory likely goes to who minimizes their errors. Passive Zverev loses this. Good first serve percentage Zverev wins it. Personally, as a person, I am the sort of person who thinks Sinner is going to win, but not if it goes to 5 sets. Sinner in 4. Korda Nadal : Korda was probably the surprise of the round for most bettors. Pedro Martinez had been rolling through this draw and has become a very productive player against the 5-150 range of the tour. Korda is very smooth and displays the type of comfort on a tennis court that lets you know he’ll be on tour for a long time. He serve-volleys extremely well, and his forehand is smooth. The trouble with predicting he’d beat Martinez, is Martinez is different from anyone he’d played. Beating Seppi is good, but Seppi is a guy who never really wins a round during the clay season. Beating Isner is great, but Isner’s movement on clay is abysmal and he’s been less than stellar the past season or so. Playing a claycourter who’s been at the top of his game, it’s tough to look and say “Korda’s got this.” Yet, he had it, breaking over and over, and earning a primetime slot against Nadal. Since he’s so early in his career, no result here will be demoralizing for Korda. There’s still that “getting on court with an idol” benefit for him, and though he likely can’t win a set, any service hold or rally won will be a confidence boost for him. All positives here, but Nadal at RG is just a constant drag on his opponents physical reserves. I expect Korda’s serving to falter as this progresses. Nadal in 3. Halep Swiatek : Anisimova looked good on a few shots early against Halep, showing her easy power. Unfortunately, as soon as Halep moved her she earned an error. This was the same pattern of Halep moving Anisimova over and over, and so the scoreline looks devastating, but it’s really just one issue that Anisimova will have to work on. Her movement on clay needs to improve to challenge the top players. Swiatek and Bouchard was a highly anticipated contest since both had kinda found their games in the restart, but Swiatek was all over her from the start. I am a big fan of underdogs, and on a tour where matches are often decided by a few key points, taking things for granted when backing a favorite is usually costly, but Halep’s defeat of Swiatek here last year was comprehensive. Swiatek is a great player, and her commitment to offense can really get her through tight matches, but Halep’s defending is the sort that there aren’t just endless chances to pick the next shot. She counterpunches with depth and is adept at passing players at net even on the run. Like a tiny Andy Murray, she makes the court seem small, and is perfectly comfortable playing her own offense when the open court presents itself. Halep in 2. Trevisan Bertens : When you see a baby smile, you smile. It is the same phenomenon with Martina Trevisan. I called her Marta in the last post, and I apologize. Martina smiles from the first to the last point, and it is absurdly refreshing to see someone visibly enjoying their time competing. Sakkari was in full control of their match early, as Trevisan is a generally defensive player, winning by outlasting her opponents and by baiting them into lateral coverage contests. Trevisan was broken serving for the 2nd set but never stopped fighting. She was down multiple times in the tiebreaker but never stopped fighting. Her use of the moonball was exceptional, and Sakkari really missed an opportunity by not moving in on these shots. You’ll make some errors, but giving up court position is almost always wrong. Moonballs are offensive opportunities, and your opponent isn’t hitting them because everything is A ok on the other side of the net. They’re in trouble, and are hoping to buy time. Sakkari seemed throughout this like she’d win. She was really the better player, but her backhand made errors, and as the match descended into constant patterns of attack she found less open court and more smiley lady returns. Trevisan gave me actual joy watching her win her last two matches, and watching her hit her forehand cross court the entire match, then down the line whenever Sakkari bailed out too find a forehand was really remarkable. Bertens has become a confusing prospect to me, but after a quick dismissal of Siniakova it’s clear she’s not dealing with residual cramping issues from her match with Errani. Trevisan was able to outlast Sakkari, but Bertens presents a more well-rounded attack. I don’t write Trevisan off, but she’s the sort of player who can’t put distance between herself and her opponents. She doesn’t really serve aces, she doesn’t really possess big power, and while she has a great deal of body control in her defending, she does give her opponent the ball to hit. I lean towards Bertens in 2. Svitolina Garcia : Simple victory for Svitolina against Alexandrova. She hasn’t lost in the last two weeks and Alexandrova’s movement/offense weren’t enough. Garcia was beaten handily in the first set, and I was getting drenched by water coming from the ceiling in the second and third. I can say honestly that beating Kontaveit makes no sense, beating Mertens makes no sense, and now the very low +145 line for Garcia against Svitolina who is great on clay and won the last tournament makes me think she’s in line for another victory, and again it won’t make sense. Garcia makes the kind of errors that professional tennis player don’t make. She seems very awkward at times on her backhand, winding up with her racquet in too close and pulling the ball wide. She struggled early to find the pace of the ball against Mertens and dragged a number of shots long. When she does have her timing though, she crushes the ball. It’s the kind of offense you need to be standing still to execute, but the ball gets through the court quickly, and she tends to go big on returns which can mean a lot late in matches in the WTA. The puzzle for me in seeing Svitolina listed lower is compounded by seeing that Garcia beat her in their most recent meeting on clay in 2018. Svitolina’s speed and consistency in moving her opponent is the sort of equation that Garcia has consistently lost again. Sometimes though, you have to admit you might be wrong. I lean towards Svitolina ending Garcia’s run here, but I get a similar sense that I did when watching footage of Anderson/Lajovic after being unsure why Anderson would have an edge. I would avoid this one, and I’m still picking Svitolina, but there’s reason to believe Garcia’s run will continue. Svitolina in 2. Podoroska Krejcikova : Podoroska would be the first qualifier to win a major. That’s how good she has looked throughout her first three rounds, and now she gets a very interesting test. Krejcikova has a slow looking big swing, but the power she lazily seems to generate has shut down her last opponents in the deciding set. It seems like she’s out of it, and in her match against Pironkova she was down a set and looked like she’d be broken and lose in two, but her backhand kept firing, and her forehand was heavy enough to break down Pironkova. Podoroska and Schmiedlova was highly anticipated but didn’t deliver. Schmiedlova’s win against Azarenka seems to have been more about Azarenka, and Podoroska’s offense was in control from start to finish. I haven’t really seen a more noticeable impact player come onto the tour in a while, and though Krejcikova can wear down her opponents, I expect Podoroska to expose her lapses in play where Strycova and Pironkova wore down. Podoroska in 2. Jabeur Collins : Sabalenka has to be crushed after losing that match. She played exceptional and was only a few inches off on the shots she was missing. After rolling through the second set Jabeur seemed out of this contest, and Sabalenka threatened to break in the third a few times, but Jabeur served well in those pressure moments, serving that we haven’t really seen from her yet this event. The out-wide serve from the duece court was a big factor, and her forehand was crispy. I finished up the day by watching Collins and Muguruza, and it did not disappoint. Collins was the better player in the first set despite being way ahead of Mugu in the errors column. Late in the first set Muguruza had only made 1 forehand error and I had thought Collins solid play and aggressive drives would force Muguruza into errors and that’d be her path to victory. Not so. This was a contest of solid ballstriking throughout, and in the second set Collins missed her targets. She won rallies but lost points, spraying balls wide or long anytime she got a look at a break point. It was hard to watch, and it continued early in the third. She was broken immediately, had a few breakback points and squandered them, and endured one of the longest stretches of missing overheads and swinging volleys that I’ve ever seen. It was 2018 Djokovic level overhead troubles, and the worst part was she was playing excellent and could have been right in the match. At 3-0 in the third it looked over, but Muguruza serving at 40-15 found a double fault. Then she found an error. Then she found some more double faults. It took a while because Collins was still really choking, but she broke for 3-1. Muguruza really lost her game from 3-1 on, and only notched one more game. Her serve had been excellent throughout, and just disappeared. Her defending had been excellent, but she misjudged balls and found the net. It was a really confusing loss for Muguruza, but the secondary story was how well Collins was hitting the ball. She really crushed her backhand today, and stepped in on every moonball offering Muguruza served up. I would say she hit her forehand inside out less than 10 times in the match, but it was a decent strategy as it kept her in a rhythm. So can she beat Jabeur? Collins looked a ball off on all her serves today, and actually all her aces in the match were called as lets. If she finds the rhythm, she can run away with this match, as her backhand is so solid and her proclivity for hugging the baseline will challenge Jabeur’s movement. Her issues will be the same here as against Muguruza; when she loses range she tends to play a few games where she hits the ball a few inches too deep, it’s almost as if she needs to remember to control her swing, as I saw her make a visible adjustment in the third where she wasn’t taking such a huge followthrough. This will be a good opportunity for both of them, and both have just beaten an opponent that says that they are genuine title contenders. The names are disappearing from this draw and the players left might not always get these opportunities, but their level of play says they deserve them. Collins in 3 Ferro Kenin : Fiona Ferro was so stressful to watch today. I felt she’d have control against Tig, and I was right but it didn’t translate to a simple victory. Tig is simply a divine defender, and her slices were touted by the announcers as ineffective but they kept Ferro from ever developing any rhythm. Tig wears her heart on her sleeve, and she looks like you stole her baby bunny after she loses points, and screams deafeningly loud after she wins points. It all was a bit distracting from the match, and as the crowd got into it she got a bit more frustrated. After taking a few years off the tour to have one of those babies, Tig really has to be pleased with her restart, and while she lost a lopsided 3rd set, she should have won the tiebreaker, and definitely was the better player in the 2nd set. Tig’s problem in this one was that Ferro seemed to play her best tennis once she was down. Whether it was a break or a break point, Ferro locked down her game when she needed to and although Tig comes up with a lot of great offense when it seemed like she’d never attempt any, she lacks power and is largely just a defensive grinder. The backhand broke down for Tig in the 3rd set, and it was a shame but a great win for Ferro. Kenin and Bara was a fun match for Bara while she was up 2-0, but from there it was literally all Kenin. Do you think Kenin walks to the store or to walk her dog the same as she does around the court? She’s a legit marcher. She doesn’t seem like the best claycourter, but the round prior she found her range in one set, and in this one she really was excellent. Her backhand is just no place to direct the ball, and she’s begun playing a dropshot down the line off it that pairs so well with her crosscourt offering. Add in a forehand that isn’t huge but has a lot of whip on it, and you have a very difficult ask for Bara. In previous matches Bara’s speed and defending had exposed her opponents, but here since Kenin wasn’t making errors, Bara had difficult scoring points. Her serve left her after she got down in the scoreline, and it was one way traffic. Ferro and Kenin is a match I expected Kenin to be priced higher in. Oddsmakers have set it as a pickem and while Ferro was great in the third set she really struggled to beat Tig and Kenin’s defense is a similar level but with more power. Stylistically, Kenin’s offense will be easier for Ferro to deal with than it was for Bara, as Ferro is adept at net and has a solid backhand and forehand. The power is there, and she’s very comfortable on clay, but she made a bit too many errors today against Tig for me to see her hitting through Kenin for an entire match. Playing at home though, and given how open her offense will be playing someone who isn’t using so many slices, she’ll be a tough test. Against Rybakina Ferro was excellent, and didn’t make the errors that she did when Tig slowed the game down. I am starting to think Kenin could have a good chance to make the finals though, as her next two matches are ones she should win. Kenin in 3. Kvitova Zhang : Kvitova really played a great match today. Her stretch forehand created angles over and over, and once she did her backhand power through the court was just unreal reliable. Fernandez was everywhere, and led 5-2 in the first, but Kvitova wore her down, and it wasn’t just power but movement as well. Kvitova has shown up for this event, and pulling victory from a match where she was not on her favorite surface and down early is a very good sign. Zhang was solid today, but I really felt Burel would be a better test for Kvitova. Burel is just plain great. She plays like she’s never had a coach and just understands tennis. She serves well, executes any shot from anywhere when it’s right, and though she seems like a small Lauren Davis type she crushes the ball. It was a tough loss as she seemed throughout the match like she’s cross the finish line, but Zhang basically locked down on defense, and hitting through someone on clay for an entire match is just a tough tough thing to do. Sometimes you play better but lose the match, and that was Burel today. Kvitova played a better defender in Fernandez, and one with more offense also. Zhang has been playing great, but plays in predictable crosscourt patterns and Kvitova’s power does tend to earn her balls to hit. Barring a similar slow start as she had against Fernandez, Kvitova in 2. Siegemund Badosa : Siegemund turned around her match against Martic in excellent fashion. She always notches some wins on clay but knee injuries really have kept her from deep runs in the past two seasons. This though is a career changing moment for her. She can beat Badosa Gibert. I don’t say that just because she’s playing so well, but also because even on paper this isn’t an upset for Siegemund. Both are playing very consistent ball and thriving against offensive talents because of it. Ostapenko hit a lot of very angry shots, but every time she loses it’s because of her movement and because of her errors. It’s one plan and that’s ok but the tour is full of defensive tests and that plan isn’t likely to net her any further titles. Badosa is just 20 years old through to her first round of 16 which is brilliant. Someone is going to get their first huge paycheck this event and there isn’t a lot to separate these two. Siegemund has played a lot of offensive talents thus far, and seems to have thrived on moving them as the matches progress. She’s very coherent and measured, but Badosa’s speed may be a major factor in negating that. Badosa also won their most recent meeting on clay last year in a third set. A year’s progress for a junior player can mean a world of difference, and I think the edge sits with her here. Badosa in 3. PS The requests for possibly more betting advice haven’t fallen on deaf ears. The problem with listing out picks is what I referenced earlier : pick services have an end goal in mind of telling you a defendable story. There is a great deal more than selecting a few matches a day that goes into the process, and unfortunately unless you’re placing the same wagers while livebetting that I am, you’re getting different lines and different results over time. A lot of my decisions tend to reflect my individual status/risk preferences as I go as well, so it’s difficult to just present a comprehensive mirror for people to look at. I’m not saying no though, and I’ve been thinking more about how best to present content that will help ppl avoid losses and traps on the tour, as well as proffer some of the lessons that I learned along the way so that at a minimum, people can save time and skip those hurdles. For the French I’m just going to stick with the writeups, but I’m working on it and will definitely do something next season, and will likely post some generic content/analysis of how the tour’s format/rankings/surface changes lend themselves to some decent spots. Cheers. People say that in Europe.
The Daily Check-In for Saturday, October 3rd: Just for today, I am NOT drinking!
We may be anonymous strangers on the internet, but we have one thing in common. We may be a world apart, but we're here together! Welcome to the 24 hour pledge! I'm pledging myself to not drinking today, and invite you to do the same. Maybe you're new to /stopdrinking and have a hard time deciding what to do next. Maybe you're like me and feel you need a daily commitment or maybe you've been sober for a long time and want to inspire others. It doesn't matter if you're still hung over from a three day bender or been sober for years, if you just woke up or have already completed a sober day. For the next 24 hours, lets not drink alcohol! --- This pledge is a statement of intent. Today we don't set out trying not to drink, we make a conscious decision not to drink. It sounds simple, but all of us know it can be hard and sometimes impossible. The group can support and inspire us, yet only one person can decide if we drink today. Give that person the right mindset! What happens if we can't keep to our pledge? We give up or try again. And since we're here in /stopdrinking, we're not ready to give up. What this is: A simple thread where we commit to not drinking alcohol for the next 24 hours, posting to show others that they're not alone and making a pledge to ourselves. Anybody can join and participate at any time, you do not have to be a regular at /stopdrinking or have followed the pledges from the beginning. What this isn't: A good place for a detailed introduction of yourself, directly seek advice or share lengthy stories. You'll get a more personal response in your own thread. --- This post goes up at: - US - Night/Early Morning - Europe - Morning - Asia and Australia - Evening/Night A link to the current Daily Check-In post can always be found near the top of the sidebar. --- Good Saturday morning, Sobernauts! Congrats to all of you wakin’ up refreshed today, and double congrats to anyone who’s DEFINITELY NOT, but ready to commit to not drinkin’ with me today anyway. Y’all, it has been the greatest pleasure to host the DCI and share some vulnerability, gentleness, emotional grit, and stick-to-it-iveness with all of you. Throughout this week we’ve talked about becoming more curious and compassionate with ourselves, embracing vulnerability as the pathway to deeper connection and away from shame, and using our emotions to understand our needs so we can come up with strategies that might actually meet them! Meanwhile, y’all have had whole ass lives of your own, committing to and workin’ on your own goals for your lives and your growth. Amazing! So, we’re ready now to help me make my biggest, most pie in the sky dream for the world come true! (thanks!) My biggest dream is for everyone in the world to do their fucking shadow work! Shadow work involves taking honest, compassionate personal inventory and sitting with the crunchy, shadowy stuff within so we can heal it, transmute it, and/or accept it. Racism and all other types of prejudice, need for control that results in harmful behavior, martyr complexes, and comparison to others are all examples of things that may live in the shadows of our minds and hearts. If world peace and equity are my vision (they are!), everyone doin’ their inner work, their shadow work, is the means to that end. It’s really important to me to share this work, and I’m so grateful to have spent this week skilling up and working on it together with y’all. There are many different ways to approach shadow work! We’ve practiced a few already this week, and I bet you have some ideas of your own that you either already love or are keen to try. For today, let’s explore where we can bring a bit more intention and attention to our shadows. Just pick one area of your life for right meow—whether you can see an immediate connection to not drinking there or not. What goals, aspirations, mindless habits, interests, beliefs, etc. might benefit from a walk on the shadowy side? If you meant to revisit a post from earlier this week, today’s a good day for it! And/or, let me know some of your favorite tools for the shadowy realms. Don’t forget to bring a torch ;) I'll have one in there for ya, too, if you get lost or scared. May you recognize the amazing complexity of your own being. When you stumble upon inner crunchiness, may you remember your nuance, your depth. May you have forgiveness and compassion for yourself and stay connected to your worth as you venture. May you courageously share your work with others, that they may be inspired to do the same. Let’s go! Let’s put some more honesty, authenticity, grit, and compassion into this world of ours! From sweltering, smoggy, sooty Los Angeles, IWNDWYT! Thank you again for this amazing week! I’m proud of you for going to heavy spaces with me. I know it ain’t easy.
Using Spreads: a guide on how to stop getting destroyed by theta
I've seen way too many of you pay way too much for calls and puts when you could be using spreads instead to get a similar amount of leverage for way less risk, so I'm writing this guide as a way to teach some of y'all a thing or two about how to not blow up your account. This will mostly deal with very basic strategies that every trader should know (but apparently don't) but if you don't know the MOST basic concepts like IV, call, put, strike price, you should probably stop and go read some shit before risking thousands of dollars on options you moron. Disclaimer: I'm going to be assuming we hold everything I discuss here to expiration day because it's much simpler. Many spread strategies involve getting out of positions before expiration, but if I included what happens before expiration this post will be 10x as long. As a general rule, spreads are much less sensitive to movement before expiration, which is a bad thing if the direction is going your way, but a good thing if it is not. OK, the beautiful thing about spreads is that there is an absolutely endless number of ways you can set them up to do whatever you want. You can bet on a stock going up or down a little, bet on a stock going up or down a lot, bet on IV going up or down, bet on a stock not moving, bet on a stock going up and then down, etc. We will first talk about the most simple and common spread, a bull call spread, which involves buying one call and selling another call. Let's use an example, and compare it to just YOLOing on buying a call, using everyone's favorite meme stock, TSLA. At 3:45 PM today, TSLA is sitting at almost exactly 1500. Let's say you are bullish on TSLA, its earnings are coming out next week and you think it's going to smash them. You COULD buy an 1800 weekly call like a bunch of morons did on Monday, and it will cost you 31.25 x 100 = $3125. Your max gain is infinite, if TSLA goes to 2000 you will turn your $3125 into $20000 and you'll get to post that sweet gain porn on WSB you sexy stud. But, much more likely, TSLA will not go up 300 points in the next week, your call will expire worthless and Goldman Sachs will thank you for your money. Instead, you could buy spreads. I am going to talk about the basic concept of how much they cost one time, and then use shorthand from that point on. In this case, as an example, you buy the 1600 call, which will cost you $7450, and you sell the 1610 call, which will gain you $7100. The difference between the cost you paid and the money you got is $7450 - $7100 = $350, which is how much a single spread (buying 1 call and selling 1 call) costs you. If the stock closes Friday below 1600, your spread is worthless and you lose all $350. If it closes above 1610, however, your spread is worth the difference between the strikes x 100, so (1610 - 1600 = 10, x 100 = $1000) So, since it cost you $350 to get into the position, you made $650. Let's compare to buying a single call. As noted before, the 1800 call would have cost you $3125. Therefore, for the same price as buying that one call, we can afford 3125 / 350 = 9 spreads. Our max loss is 9 x 350 = $3150, so it's basically the same. Unlike buying the call, our max gain is also capped, at $650 x 9 = $5850. So obviously the downside is that when TSLA smashes and runs up to 3000 a share, you missed out on all those gains. The upsides, however, are that your call has a breakeven point at 1831.25, whereas the spreads have a max gain at 1610. It's MUCH more likely TSLA goes up 110 points next week than that it goes up 330 points. It isn't until TSLA hits 1889.75 (31.25 from the call you bought + 58.5 from the max gain of the spread) that the call alone outperforms your max gain from the spreads. Additionally, if TSLA tanks at open on Monday or Tuesday, your spreads will lose FAR less value than your call, because the 1610 calls you are shorting will be gaining you money while the 1600 calls you are long are losing you money. So, to summarize, for the same cost as betting TSLA will reach 1831.25+, you can bet it will reach 1610, and you are only losing out if it goes above 1889.75. You may ask here "But wait, what if I am insanely bullish and I DO think it's going to 2000? Shouldn't I buy the call anyway?" Aha! There's an even better spread for that! Look at the risk/reward for the 1950/2000 call spread (buying the 1950, selling the 2000): the spread will cost you $300, and has a max gain of $4700 if TSLA closes above 2000. That's 16:1 leverage baby. For less than the price of that one 1800 call, you could buy 10 1950/2000 spreads, which would have a max gain of 10x4700 = $47000 if TSLA hits 2000, which would WAY outperform that one 1800 call, with the obvious downside that THIS spread will be worthless below 1950. But considering that the breakeven point of the 1800 call is 1831.25, and the breakeven for these spreads is 1953, you're only talking about a ~122 point difference for 16x the leverage. The 1800 call only makes more money than the 10 1950/2000 spreads if TSLA goes above 2301.25 (1800 from the strike price + 470 from the max gain of the spreads + 31.25 for the cost of the call) by next Friday. So, you can see how you use spreads to lower your risk, and to maximize your leverage. But possibly more importantly, you can also use them in a simlar way to stop getting fucked by high IV. Let's now use MRNA as an example, because I made so much fucking money on MRNA this week using this strategy. Let's say I think MRNA will hit 110 next week. Stock has insane IV, so the 100 calls are currently sitting at $550. Stock has to go up to 105.5 to break even, and if it hits 110 you don't even double your money. Instead, the better play is to buy the 100 and sell the 110. This will currently cost you $200 per spread, with a max gain of $800 per spread, so essentially 4:1 leverage. For the price of 1 call, you could buy 3 spreads: your breakeven is at 102 instead of 105.5, you don't get blown the fuck out if the stock dips, and if the stock hits 110, you make $2400 instead of $450. Again, the only downside is that you would have made more money from just buying the 100 call if the stock goes above 124.5 by the end of the day Friday, but that's far less likely than going to 110. (Or that the stock skyrockets but then dips, because you make much more money from selling the call early in this case, but again, I'm assuming we're holding to expiration for simplicity). This post got a billion times longer than I expected so I should probably stop here since you autists won't read this much as it is. If you liked it let me know and I'll write some more. If you didn't like it, tell me to go fuck myself. Edit: goddamn this got way bigger than I expected. I'll make another post next week with some more advanced strategies so keep a look out for Using Spreads 2.
It only takes ten 100% investments to get from $1000 to $1,000,000 I see a lot of people posting calls on here. Calls are the types of posts that do well on this site. WSB is all about %1000 trades, and a %100 trade likely isn't gonna get much attention. Consistent 100% trades will get you rich just the same. A poll from a while back showed that a lot of the users on here have been trading for less than 6 months, and likely don't know much about spreads. I'm also pretty new to this. A 2000c 9/11 costs $14,000. Can't afford a Tesla call? A 2000/2100 9/11 spread costs $4000 and can make you $6000. Take AAPL, what are the odds that apple goes up $5 on any given month? I mean it's not guaranteed of course, but it's pretty fucking likely. It currently trades for 469. A 470/475 spread for September 4th costs $205 right now. Plug this spread into optionsprofitcalculator.com, and you'll see that if AAPL is 475 or higher at the end of the day on September 4th, you'll make a 144% profit. $205 is accessible to just about anyone, and you can always buy more spreads if you can afford to. I get that there is a stock split, and apple will likely go up by more than just $5 by September 4th, but you can do this $5 spread over and over for a ~likely~ 144% gain everytime. A $475 call for Sept 4 by itself costs about $1200. You could buy 6 spreads with the same amount. %144 of 1200 is $1728. In order to make that same amount of money with a call, AAPL would have to go up by at least $15. The beauty of the spread is that you're only betting AAPL will go up by $5. As long as you pick a stock with relatively consistent small growth you can make a killing with lots of trades betting on small swings. TLDR: debit call spreads make more money than you think. Buy AAPL 470c 9/4, sell AAPL 480c 9/4. 144% return (almost) guaranteed. Rinse and repeat just $5 otm. Can double your money every 3 weeks. Edit: I'm not advocating that you put all of your money in one stock over and over again until you get to $1,000,000. Debit spreads cost less than a call, so small accounts can actually use this strategy to diversify more. Be smart, people.
...“You know what I'm here for!” Effie’s words rang out as Ernie watched on at the unexpected turn of events. “The funny thing is I really don’t know.” Ernie stood there and took in the scene. Was this the first time he had seen this type of outburst in the District? Ernie tried to recall, but now wasn’t really the time to reminisce on bad memories. Something was afoot. Something about Ugo threatening them that was for sure. But if Ugo wanted somebody to fight him this would never be his plan of attack. “Would you care to enlighten me then, I wouldn’t mind this either way!” Ernie shouted back, his tone was neutral, the tension of the situation only increased, but he didn’t see a need to fight back even now. “They sent us here, because they wanted us to steal your notebook!” Ernie heard the voice of Jenny behind a tree. Things started to make sense to Ernie, the hiding, why it wasn’t Odin’s people doing this, and that outburst. “And what do you two intend to do?” Ernie moved his backpack from his back to carrying it on one arm. “Well if you help us, you could send them a fake notebook! It’s not like we like those fuckers anyways!” Jenny replied beyond the trees. Well that wasn’t so difficult was it, it only took one or maybe both of their ire to get to this arrangement. Ernie weighed this against the prospect that they were lying to him, but if it came down to it it would just be either a fight now or a fight later. “Alright I’ll help you! I’ll be in my cabin manuscripting! You two wait outside, this will take less than an hour!” Ernie shouted back over as he started to walk back to his cabin. “Your funeral..wait what?!” Effie flipped as Jenny clapped an arm on her, “We did it, we can get out of this shitty situation.” Effie looked around, The Murder receded back into herself. “Did that really just happen?” She held out the hope that it really would be that easy, she wanted to believe it but she felt a slight pang of confusion, guilt maybe? Jenny continued on, “We just have to make sure that he does his end of the deal and we’ll be out of here in no time.” Jenny looked at Effie’s face as she noticed the change in expression, “You okay there? You let out a bunch just now and if you wanted to talk about it.” “No I’m ok, come on we have to still keep an eye on him.” Effie brushed Jenny’s arm off and made her way closer into the clearing with Jenny following. Well, that was somewhat anticlimactic. If you were hoping for a match with some more carnage in it, how about checking out a race out of a monster-filled urn and voting on it? Scenario: Sound’s Garden Eastern Strip - Heartache Casino VIP Room “So kind of you all to come again,” a man dressed garishly in gold spoke to a roomful of wealthy highrollers, a lounge area with a wall taken up by a screen large enough to make the place double as something of a particularly cozy home theater, a setup which had typically been reserved for two things: watching games organized by Heartache Casino’s owner on the closed-circuits of buildings he owned, and being rented out for private parties and banquets. “This is pretty unconventional,” a dark-haired sniper remarked between drinks, staring at the screen as it showed, largely, several shots of a building in Downtown Los Fortuna, which seemed to have rapidly grown occupied by a small group of Stand Users, some of whom familiar to the district’s regulars after some close shaves in the subways both occupied, “but it’s brilliant… Just needed to get your tech guy to get cameras in there, now you have a huge show for free.” “Should you be drinking, Seido?” The gold-clad owner asked, raising an eyebrow, “I mean, if something comes up…” “If something comes up, I’m off-duty, I’m just a guest right now, and I can shoot well enough sloshed to get myself out of a bind. If you wanted me as security, you should’ve hired me for that… Though really, I’d have rather been down there raising some hell if I was gonna shoot things.” Tigran sighed, finding that fair enough, he supposed… He wasn’t going to hire this man when he was buzzed, and he wouldn’t do guard detail for free either. Apparently, the man literally came to the city walking out of a bar into the flag unveiling, so he shouldn’t have been surprised. Still, though, even with moods high here, nobody seeming to mind the way anonymous characters like Oh No and Conqueror Worm mingled among them. Sure, they were kind of a low-priority target right now, with protests in the Business district, the hell-on-earth about to be unleashed Downtown keeping their worst nightmares busy, and the usual BS in places like the Waterfront and Industrial, but the man once noted for his supremely smarmy overconfidence had been feeling more anxious lately, probably because the Entertainment District’s criminal underground had taken some losses recently. Things were riding high with several successful games, and the arrival of Conqueror Worm, revitalizing everything that they had thought they’d known and opening up whole new possibilities of what games might be possible to organize from a place of safety, all while not asking for a penny of payment. He was a weird guy, but a valuable asset, and all that was understood to be asked in return was that they pretend not to know exactly who it was underneath that big fleshy suit. And then, the next time they had an in-person event, a bunch of them died in a fire, and on the way to… Well, who knew why he was there, but something happened that got a formerly active manager and ‘game’ organizer murdered blocks away from the site of the flames. Was it a sign, then, that the old ways really were dying, that they needed to change with the times or lose this subculture of theirs entirely? Maybe, and maybe some would leave it like that, but Tigran “Golden” Sins knew another source of common ground with every one of their games to go wrong, to go awry, to risk the future and safety of all that they were, all that they had. Everything (besides that time he got punched in the face) that had gone wrong, from Thutmose leaving them, to events that were supposed to be disastrous bloodbaths going well for the ‘players’ and ruining bets, could trace back somewhere. And she was sitting there looking very disinterested, nursing a sparkling juice in a very expensive evening dress and earrings, recently bought by the only man in the world he believed to be above himself. “Having a good time, Metra?” Fox asked the star known to much of the city as TD/MD, smiling smoothly and paying her more attention than the event itself, where he was significantly more public than before. He’d spent how many thousands on her in a few days? “Sure, yeah,” she answered, with a clear disinterest and foul mood. “I understand if you’re not… we’re all sorry to have lost Thutmose. Most likely by where he was, whoever killed him would have done the same to us had he not interfered. So he would want you to have a good time, right?” “Alright, everyone, last calls!” Conqueror Worm called out, many eyes looking all over. After getting back from camera work, he’d volunteered to handle bets, on account of his utter disinterest in profiting from his work there. Damn shame, honestly; Tigran loved that weird golden Stand-hurting sword he’d always been swinging around, and something belonging to a regional founder would be a hell of a get to wear around. “We know all the key players in that little downtown scuffle, so let’s hear it! Who’s biting it? Who’s comin’ out? Who’s gonna have the highest bodycount? Is anyone even gonna get IN?” That Oh No guy, from the Institute, spoke up through that voice changer he almost always had on in his coverings. “I think that… Three people will manage to find their way inside. Nobody on this betting board.” “Ooh, bold words from our boldest regular!” Worm leaned in close, asking, “how much’re you puttin’ on that?” “Nothing,” No responded, “I just want to see what comes of it… I’m almost disappointed you needed to ask.” Peas in a pod, those two. Tigran sighed, figuring he might need to drink through these proceedings, only to glance at Metra, suddenly, seeming to smirk, ears twitching as if that special pitch of hers had picked something up. “What? What’s so fun now, that-” The heavily reinforced, hidden doorway to the VIP room burst open, bisecting the hollow yet burly door guard as sand and rocks spilled out of its hollow crevasse, the only herald within seconds of a quintet of Stand Users barreling in, led by a trio on two motorbikes as two others, curious but energetic, followed. “All that you’ve done ends here, Fox!” Around the same time, Heartache Casino Public Floors “Uh… Glitch? I think… it might be good if we… go?” William Eyelash was not liking it here very much. His hyperactive coworker and teammate had practically dragged him here after what was otherwise a simple delivery performed in place of Zebra, who had been busy enough delivering food to the other side of the city. William was the one supposed to carry it out, but Glitch had practically jumped at the opportunity to do so. Glitch herself, meanwhile, seemed to be very content eating some fries which she (very regrettably) had to actually buy instead of simply snatching it away from a poor, unaware bystander, and had already ordered another plate because they were just that good. Security was too tight, somewhat on edge - the moment she got close to someone or something, they immediately turned their attention to her. Still, she didn’t want to deprive herself of one of the many pleasures of life like that, so she didn’t mind paying too much. “Mmrgh..? Why sho?” “W- well… you know… uh...” William wasn’t sure how to say it - he was scared enough of Glitch’s erratic mannerisms most days, and that was while he tried to steer clear of her. Were he to directly oppose her, he’d have no way of knowing what she’d do! On top of that, he couldn’t help but notice that she seemed slightly… on edge. She was usually hyperactive, but she seemed to be even more eager to jump from one thing to another recently, and to ignore anything that even slightly stressed her out. Considering everything that happened to the staff at the Elephant Bones recently, it made sense for her to be stressed, even if she didn’t really show it usually. “... um, you know the rumors about this place… right? ” Glitch turned to look at William, tilting her head “Hm? What rumors?”. “Uh... well… about the ED… and the fighting rings… I saw an article about it on the Hermod, and… i- it could be dangerous to be here for too long...” hearing William say that, Glitch seemed to recede for a bit, thinking to herself. “Mmm... well, it hasn’t been a problem yet! Right? Besides, the other chips haven’t arrived yet!” Glitch didn’t want to think much about it - so long as these fighting rings were away from her, she could just ignore them and go on with her life, but if it really was here, then maybe it would be good to avoid this place… but the fries were so good... Glitch took another look at the table she was sitting at and at the plate of fries she’d ordered. She grabbed a handful and ate them. “Mmm… after the second order of chips comes! Then we leave! But only after then!” “Alright...” William didn’t like this very much, and he couldn’t help but shoot nervous glances around as Glitch finished up. Just about every staff member here was on edge and uncomfortable - he knew how to notice these things, and it would make sense if this place really was connected to the underground. Ugh… Why did he come along with Glitch? He’d just have to hope that the second order would come soon, and then they’d be able leave just as quickly as they came in. Naturally, as if fate itself had conspired to screw him over, he couldn’t help but pick up on ‘something’. Guards around the floor peered nervously into their phones, and most of them began rushing towards the stairwell. Glitch had noticed as well, her ears picking up on the nervous murmurings of the guards and their hasty footsteps. “Uhh… G- Glitch, something’s happening, we should-” “Pleh! Can’t you wait just a second! The chips aren’t here yet! This isn’t-” Before Glitch could finish her sentence, something flew into the room - the body of a security officer, clearly tossed away by some stand, flew from the entrance to the second floor, and landed right in the middle of a group of more security officers. “Oh god oh god it’s happening oh no oh no oh no oh-” William was, as expected, positively freaking out by now. Meanwhile, Glitch was keeping her ears peeled out, having picked up on something… interesting. The voice of two people she vaguely recognized from “Taste of Fortuna” a month or so back. “Hey! That’s Agnes! And that other chef whose food is good! Even better than the chips!! What are they doing here, fighting?!” Soon enough, Agnes and Arpeggi really did pop into the room, their stands summoned as they staved off some guards with them. Much to William’s chagrin, Glitch grabbed onto his hand and summoned [Vida Loca], before hopping onto it, the massive feline hoisting him onto it as well, before running right towards the source of the commotion… And right into the footpath of a terrifying giant who seemed to suddenly fall from the ceiling, several eyes along its body looking to them as its head rotated 180 degrees. “Well, wouldn’t you like to know?” Several minutes earlier, A Few Stories Lower - Sound’s Garden Abandoned Subway “Are you sure this is the place? Seems pretty fucking trashy to me, honestly…” “That’s what makes it a secret passage, Agnes… They’re not exactly rolling out the red carpet to tell you how to get there.” “Ugh, Astronomia wasn’t built for this shit. You’re paying if something gets stuck somewhere.” “You’ve crashed it how many times this month alone?” Arpeggi Osso Buco sat in the sidecar of a motorbike driven by one Ananas “Agnes” Bayley, through the abandoned subways of the Eastern strip. He’d meant to take this trip alone, like he had before, but of course, this fucking guy had to be the first on the team to learn that he was a Stand User, an active vigilante, and not only in part responsible for a certain cult’s influence plummeting to nothing in Los Fortuna, but had dedicated himself to making an enemy of the blight of the Entertainment District. “Fuck it, I’m down.” “You’re… What?” “I’m down. Fuck those guys. I don’t even need to ask any more questions, they’re an absolute disgrace to be shown up by a real villain, and if you’re hunting their boss down, I’m with you.” “You are the last person I would want watching my back in a-” “Or I can tell Gabanna what you’re doing so soon after getting SHOT last time you tried your luck with these guys.” “…bastard. Okay, just don’t get in the way.” Minus a near-scare with RCR’s nightmarish train nearly running them down without noticing, and Arpeggi having to explain at some point that it was both private information from a set of informants and news now publicly printed in multiple sources about the higher-ups of this organization, it had mostly gone smoothly since then. As they drove closer to the underside of Heartache, Arpeggi signaled for Agnes to stop, noting a destroyed set of hollowed-out mannequins of sorts, smoking and smelling like gunpowder. “Hell is that?” Agnes asked, looking down, but Arpeggi, in turn, didn’t quite seem surprised. Before he could explain, however, another, distorted voice cut through. “You’re late.” The revving of a second motorcycle, a sport bike, had quietly synced with Astronomia, and the pair looked up to see a figure clad in orange and black, winglike scarf drooping upside-down, its rider atop the ceiling of the tunnel. “You.” Agnes spoke with contempt, despite having never seen the Black Angel in person before, only for them and their bike to drop down right in front of them, flipping in midair to land gracefully. “You didn’t tell me you were bringing a friend, let alone… Him.” The Angel sounded dubious about Agnes’ presence, adding, “since you took time picking him up, I’ve had to start picking off these weird… hollow doll-guards myself. They almost noticed me in time to signal the boss. I really don’t have the time for this today.” “Sorry about that, he insisted,” Arpeggi wrote off, not wanting to explain the somewhat unsurprising (“ran into one another while doing their vigilante rounds, got to talking about the ED mainly”) story how he and the Angel met, “and he’s here right now… Say what you like about him, you saw that Being So Normal, I assume. He’ll be an asset.” “I’ll kick your ass-et,” Agnes grumbled, “fighting them alone my ass. Ugh, teaming up with masked hero types like this… Pisses me off. We should be kicking each other’s asses, Angel.” “Deal with it,” the Angel wrote off, before adding, “our contacts in there… They said basically everyone we might have any reason to get is on that floor with them, watching Downtown.” “Right, some madman is acting out there,” Arpeggi noted, folding his arms and looking Westward, “I take it that’s why you’re in a hurry? You want to deal with them quickly and head out there next?” “You got it,” they answered, “and admittedly, there’s a reason I had to come here first… Something I’m going to prioritize the highest, and if we take too long, I’ll have to leave having only done that.” “You’ve got a grudge, is that it?” Agnes asked, “you wanna punt some fucker before moving on?” “That’s… not why I’m targeting him,” The Angel noted, before adding, “that sword the Conqueror Worm always has on him… The ‘Sword of Sir Aurel…’ The future of the city might depend on me getting that Downtown. The contacts say he still has it with him, just like on that stream.” “You’re pissing me off, pretending you don’t care about just one-upping that bastard,” Agnes chided, adding, “act like you’re ‘heroes of justice’ all you want… I’m doing this because these guys piss me the hell off, and seeing them fall will make me laugh. Do all of us a favor, cut the bullshit, and admit you’re gonna enjoy this, yeah?” The others didn’t say too much more of note, then, beyond the Angel briefly examining Astronomia, putting something all over it that they claimed would ‘make it maneuver better,’ which Arpeggi had to calm Agnes into accepting, especially considering it meant they could ride up stairs with relative ease. “Alright, from this secret passage, it’s a straight shot up a few flights of stairs to the VIP room… We should be able to burst it down without ever disrupting all the public patrons and fortifications up on 1F. Hold on tight, you got that?” The motorbikes revved, then, and the Angel’s led Agnes in seeming to leap into the air, driving up and along the walls of the stairwell, before a long-haired figure emerged from the Angel, aiming something at a metal reinforced door, firing into it a few times, and it shifted in place as Pork Soda rushed towards it, placing a tab on the material before ripping it away, liquid metal blasting in the opposite direction the door would fly and swing at rapid speed, swinging like a deadly projectile and cutting more powerful puppet guards away as the three burst in. Arpeggi called out, “All that you’ve done ends here, Fox!” Not long after Arpeggi called that out, Fox himself, of course, was quick to stand, as were a few bold-looking members of the crowd, hurrying towards the fighters with his own accompanying doll-guard, small enough to hold in two hands and, with his large frame, swing like a hammer-thrower, lobbing up towards them and bursting open into a mess of pointed rocks as he drew closer, repelling Arpeggi’s immediate attempts to approach. The swinging door, embedded with odd screws and still gushing metal soda, began to fly towards him, only for the sound of a rifle to fill the room, a single warping bullet putting out every one of the odd screws and careening it to strike Arpeggi back, sending him flying down the stairwell before either the Angel or Agnes could react. Seido, sitting at his edge of the bar, finished downing his drink, holding his weapon in one hand and grinning a bit, slurring slightly, “thas’ goin’ on your tab, boss…” Fox smirked, then, rocks and sand swirling around him and beating back the remaining attackers’ efforts to burst forward. “Let’s not fight up here, gentlemen… I’ve set this place up nice for a very special guest. Take it downstairs. Seido, consider yourself on the clock now.” Worm, then, seemed to realize the Angel was staring at his movements, diving down into the floor below to the terror of the 1F patrons, and the rider hurriedly cut away from the clash, leaving Agnes to fend for himself against the rocky onslaught of Fox, all while Oh No watched and Seido, quickly, lined up another shot. Even on this upgraded bike, he knew the only response to make there. “Fffuck this!” Pork Soda reached for Astronomia, a tab appearing on its wheel which, as the Stand weathered rocky blows, it pulled, blasting Agnes back into the stairwell, where he hit the wall with an, “oof!” before hopping off of his ride, which crashed and plummeted down as he abandoned it to slide down the railing, doing a cool combat roll to cover Arpeggi and the Angel as they rolled into the first floor, clearly concerned about what Conqueror Worm being there would mean for the patrons. Fox and others were shortly behind, with a certain exception. Though nobody could hear it, by Metra Doria’s choice, as soon as Seido had spoken that aloud, she’d kicked up the chair she’d been sulking in all ‘party’ long, a pair of headphones appearing along her neck as a blast of sonic energy kicked it directly into the head of the hitman. Her heart skipped a beat, then, and she muttered under her breath, “shit, that actually worked… I got lucky, huh?” “Entirely,” Oh No agreed, stepping forth himself and stretching, producing a very large, intimidating revolver from his cloak and beginning, idly, to load it, “but don’t treat that as a failing, TD/MD… You saw a once-in-a-lifetime opportunity, and you had the instincts to take it.” No closed the chamber, starting leisurely towards the stairs after the rest. “This is getting tiresome, isn’t it? You see it too, how dull this has gotten… What potential they’re wasting here. What do you say we speed along what’s been a long, long time coming?” “Well, wouldn’t you like to know?” A golden, shining sword appeared out of the giant’s gross hand, and his presence alone made Glitch want to wretch, the smell of the Conqueror Worm fell, and vibes even more rancid. “We got two more troublemakers here, eh?” Worm asked her and William with an amused tone, “Hell just broke loose here, and you’re tryin’ to run headlong into it! I like that! I like that drive! So what do ya say? Attacka them!” Glitch didn’t know this guy, but something about his gleeful nature, the way that William murmured to himself in alarm when he spoke those distorted words, made her hairs stand on end, made her want to hiss and immediately turn her attention to him, and it seemed, then, that Worm could sense this. “Another one who ain’t a fan, huh?” He shook his head. “Disappointing, but typical.” At that, he ducked into the floor, before attempting to burst out from underneath and drive his blade up into Vida Loca, barely being scraped before hopping away from the rising attack and meeting it with a sharp, harsh claw, beating back his raw strength with her Stand’s own. “I don’t know who you are, but you’re really not the kind of bad news that’s any fun!” Glitch called out from atop her mount, pulling off in time to avoid the ambush of a hollowed-out guard and note two others bothering William. “That guy looks underage… He ain’t allowed to be on a casino floor without ID!” Worm declared with amusement, fully expecting what came next as several of the doll-guards attempted to strong-arm him. “G-get away… Get away from me!” William was freaking out, then, and fairly fearing for his life, allowed Ocean Eyes to manifest, swinging and spraying acid all around, which bounced uselessly off of Worm’s hide, didn’t so much as drop near Glitch or Vida Loca, and melted away the threats in an instant. The casino floor was pandemonium then, several high rollers, some random patrons, and of course, every named member fighting, Stands flying. Arpeggi expertly caught rocks tossed by Fox, only for him to still control them even as they were made to burn by NEXT LEVEL 2, though this eroded away much of the sands of his barrier, backed up by Agnes as he very competently kept a rocky barrier up regardless, Metra standing close by, shifting her eyes. The Black Angel tried to drive headlong into Worm, continuing his mess of a situation, while Glitch, mostly, managed to sneak off on her own, trying to find a way to support William and calm him out of whatever this was. “Don’t move,” a modulated voice behind her said, and she heard something click behind her. “Mrr?” She turned, then, facing the barrel of Oh No’s revolver head-on. “This might be a bit loud… But it’s about time this ended.” Before Glitch could react, No had pulled the trigger twice. Neither shot so much as grazed her, but seemed to hit tables, cameras, walls, ricocheting about in apparent chaos, before finally… “I… What did…” Blood ran down the organizational ringleader’s outfit, bleeding both from a massive wound to the back of his knee and opening a massive hole in his shoulder, as the rocks he had been flinging around dropped like… Rocks. Tigran’s voice was the next thing to ring out through the casino, now mostly abandoned bar the combatants. “TOBY!!!” Fox hadn’t even heard the shots fired, thanks to Metra, let alone noticed their angles; after all, the only one he knew of who could make a shot like that was knocked out and drunk upstairs, not to mention loyal to Tigran’s paychecks. No twirled his gun around, holstering it and patting the bewildered Glitch on the shoulder. “Thanks for holding still… Didn’t want to hit you and ruin it all, after all. Hmmhmmhmahaha!" “You… You motherfuckers!” Tigran wanted to cry then, especially as the others drew closer, seeing everyone who had fought against an ally of his here as little more than an enemy. Still, though, facing them off, he had to calm himself. “Stand down,” Arpeggi demanded, “you’re outnumbered, completely.” Tigran, rather than giving up, began to speak again. “You know, as the owner of this casino, I know the power of ‘games’. You see, if you call it a ‘gamble’, that sounds so… negative, no? So you call it nothing more than a simple ‘game’. That’s what draws people in. Getting people to play ‘roulette’ is harder, but if you call it a ‘roulette game’ and mask it correctly, it’s so, so, easy… However, the moment the ball is launched, it doesn’t matter, does it? No difference between a ‘gamble’ and a ‘game’... the ‘contract’ is the same - you abandon your money for ‘entertainment’ and for a slim ‘hope’ that you’ll succeed this time and make bank… It’s all thanks to these ‘games’... All of you lot, don’t you think so? Aren’t ‘games’ great? Hell, I’ve got an idea for one we can play right now…” “Wh- what the hell are you talking about!” Arpeggi shouted out in anger. “I’m not putting up with this shit! You want a ‘game’?! Sure, fine! Here, how about this one - I go up to you, and have fun beating the shit out of you!” rushing towards Tigran, Arpeggi readied a punch and swung towards him - only for his fist to stop in midair, hitting against some kind of invisible barrier. He reeled back from the impact, stumbling backwards, feeling… weak. A look behind him revealed that Agnes, Glitch, William, and even Metra, the Angel, and No seemed to be feeling the same, struggling to remain upright. “Y- you ‘agreed’... heh…” Tigran’s previously panicked expression quickly faded, replaced by a wide grin. “You agreed to it! You agreed to the ‘game’!” By now, Tigran broke out into uproarious laughter. “Always! They always fall for it, tempted by ‘games’! You… you idiot! I put the answer right in front of you, and you still missed it! ‘Games’, by their very nature, are tricks! Illusions! And my [The Grid] has the power to facilitate that! By agreeing to the game, my [The Grid] forces you to participate! There’s no escape now - you’re trapped in this ‘game’ of mine!” As he realized he had screwed them all right at the last moment, Arpeggi’s vision began fading, and he fell onto the ground with a thud, blacking out. ???, an hour later, Heartache Casino VIP room “Alright! Seems like our contestants for the first impromptu match of the day are waking up!” “Plrrr..?” Out of nowhere, Glitch found herself standing straight, awake, somewhere unfamiliar. She tried to listen to see what was going on, only hearing the groans of William, Agnes, and Arpeggi, indicating that they were in a similar position to her. Of course, there was also that voice - she was… a ‘contestant’. It wasn’t hard to roughly figure out what exactly she was a ‘contestant’ of. She, and... “...William!” Behind her was a whimpering noise, evidently William, and the sound of droplets of some kind of liquid splashing onto the ground, clearly [Ocean Eyes]’s acid. Ahead of her were Agnes and Arpeggi, talking between themselves about what the hell happened. Arpeggi sounded mad. Agnes… she wasn’t sure how he sounded. But she gathered enough from their conversation to understand that somehow, they were currently inside of a roulette wheel. Or rather, she, and everyone else, was shrunk, and placed into a roulette wheel. “Now, this match is simple - a deathmatch to see who manages to survive! However, since we’re at the heartache casino… there’s an appropriate twist involved! See, our combatants for today are fighting on a roulette table, and meanwhile, our spectators for today are placing ‘bets’ to see which colors win out! Representing ‘red’, we’ve got our very own ‘Fox’! On black, meanwhile, we’ve got ‘Tigran Sins’, who set this match up!” She summoned [Vida Loca] besides her, taking a look through the stand’s eyes and seeing the environment for herself. She was dwarfed by the room, trapped inside of this small roulette wheel. There was nowhere to run. William’s whimpers had escalated into sobbing, as [Ocean Eyes] hugged him from behind. Arpeggi and Agnes were arguing by now, shouting at each other. She took a deep breath. “Now… I won’t keep you waiting any longer, since I just know everyone here’s excited to see what happens! So...” First, Glitch got tossed into Los Fortuna and found a new home there, with the rest of the staff at the Elephant Bones. Then, they started getting into fights with other stand users - Shelldrake, Effie, Byte, William. She hadn’t been in one yet, but she knew very well the effects of them. Her friends had gotten hurt, some such as Father Blue even dying. Then the situation in the slums got worse, her home becoming less and less safe by the minute, her friends getting extorted and forced to work for ODIN, and now she and William were trapped here. “Three… Two… One...” She needed to get out. She needed to fight. She needed to win. She could overhear Agnes and Arpeggi bickering on the other side of the wheel, but knew that they were going to try and fight her and William as well. They had to. They’d been trapped by that man’s stand, and none of them knew what could be done against it, if anything. [Vida Loca] stood behind her, a constant vibration coming out of it and creating a loud hissing noise that was soon mimicked by [Ocean Eyes], drowning out William’s sobs. She knew full well that, even if he was her friend, William was also a dangerous killer, meek though he might have acted. As hard as that whole situation was to grasp, she understood something else - that the more she stayed near [Ocean Eyes], working alongside it, the safer she was. She and William had to get out of this. And if they wanted to get out of this... They would have to fight for their lives. OPEN THE GAME! (credit to magistelles for the image, both the censored and uncensored version!(CW: trypophobia)) Location: A roulette wheel in Heartache Casino, upon which players have been forcibly placed. The map here is roughly similar to the image of the roulette wheel above. The outer brown layer represents the rim, the yellow layer being the wooden slopes down towards the center, the black layer being the numbers, the red layer being the pockets, the next layer being sloped wood up towards the center, and the center being a metal tower. The map is 30 by 30 meters relative to the players, with the dotted tile being 5 by 5 meters. The diamonds are the metal bumpers, about half a meter tall, and the blue circle is a weighted metal roulette ball which is a meter tall, both heights relative to the players. The metal tower in the center is 8 meters tall relative to the players and the outside walls are 5 meters relative to the players. Players can not go past the rim of the roulette wheel. Goal: RETIRE your opponents! Additional Information: There is an invisible barrier keeping the players and their Stands inside the roulette wheel. Everything else will pass through as normal, but the players and their attacks will be blocked by this barrier. The barrier is cylindrical around the entire roulette wheel. The roulette system is currently automatic, 5 seconds after the ball falls into a pocket or stops moving entirely, it will start rolling again at top speed clockwise. The max speed of the ball is equivalent to B SPD and the ball is A DUR. You can expect it to make around 8 revolutions around the wheel before losing most of its speed if it is unimpeded by the players. If the ball is destroyed or unable to roll, a new one will be thrown in from outside.
“W-Well, I'll be going now...” You’re being forced to fight, and you don’t want anything to do with this! During the match, try to stay on the backlines as much as possible, assisting from there!
"Nowadays, 30,000 yen is gone after you make one or two trips... So all that's left is to make more money, or go flat broke." You are being forced to fight here, and you hate it, so you might as well do something to cause the casino to lose money! Do whatever you can to constantly rig the roulette in favor of odds!
"Does that alien not know what 'holding back' means?" You were tricked by that asshole, and now you’ve got to fight these two bystanders?! Fuck, this makes you irritated. Destroy as much of the area as possible over the course of your strategy!
"I did say this seemed fun, but I wasn't talking about Cee-lo. I meant that it'd be fun taking your 30,000 yen from you." That girl over there is trying to rig the game, so play the agent of chaos and rig it towards the other end! Do whatever you can to constantly rig the roulette in favor of evens!
Link to the Official Player Spreadsheet Link to Match Schedule As always, if you would like to interact with the tournament community and be among the first to get updates for the tournament, please feel free to PM a member of our Judge staff for an invite to our Official Discord Server!
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