Friday: Managing Your Inventory with Igor

One of the most essential parts of being a successful floor trader is knowing how to manage your inventory. This is especially important if you are a small scale grinder, since your smaller inventory is more exposed to large value swings of a few singles. There is nothing worse than your entire trade stock depreciating 10% or more due to lazy inventory management. I want to focus on the importance of paying attention to the behaviors and preferences of players and what’s “in season”.

Loxodon Smiter as of Feb 14, 2013
Loxodon Smiter as of Feb 14, 2013

Seasonal Behavior

When I talk about season, I’m referencing the Pro Tour Qualifier Season (PTQ). The format for the qualifiers has a huge impact on price outlooks. Intuitively, it seems obvious that a highly played format will lead to higher demand of cards in that format (especially staples). Unless you’ve been living under a rock for the last couple of months, you are aware of the rapid and sharp growth Modern cards have seen. Almost any card that saw play, even briefly, increased in price. Let’s apply this information to something that happened very recently.

The recently released Gatecrash is a game changer. It has been a while since a set had this much impact on Standard. A fresh format is always popular with players, but this format has proven to be particularly aggressive. The talk of the week has been Boros Reckoner.

This guy preordered for $3.99! He is reported to be the real deal. But let’s discuss the price. $25 for a Standard rare from an in-print set makes me skeptical at first. This guy is no Snapcaster Mage.  If we look at precedents, the only other cards to hold that price point have been Cavern of Souls, Snapcaster Mage, and Thragtusk (until recently).  But my opinion on this card is that the $25 price point is most likely sustainable for the next month.  Pro Tour Gatecrash is coming up on February 15th and the format is Standard. If he sees a strong showing at the Pro Tour I can see him sustaining that price for a longer period.  This guy is good in a wide variety of decks, and the way the format looks now, he is going to be delivering the beats. Overall, there is no reason to not benefit from the hype at this point; just take your money and walk away. We’re probably seeing Boros Reckoner’s peak anyway. But don’t feel that you need to be rushed to move your Boros Reckoners.

Modern Masters

As the PTQ season comes to an end, prices should start to come down slowly to what they were pre-bubble (cards like Wilt-Leaf Liege, Thoughtseize, Tarmogoyf, Venser). It’s important to remember that Modern Masters is coming out this summer, and everything before Alara Reborn is fair game. This can be an enormous opportunity to make (and lose) a lot of money.

Wilt-Leaf Liege as of 2/14/2013
Wilt-Leaf Liege as of 2/14/2013

First, I recommend liquidating anything that has a chance of being in Modern Masters, before the end of the PTQ season.  I would not want to own cards like Thoughtseize, Tarmogoyf, or Vendilion Clique. It’s going to be a while until prices get this crazy again.

Now is the time you should be focusing on picking up Modern cards. Between the end of the PTQ season and Modern Masters is when prices are likely to be at their lowest; Modern Masters will significantly increase the demand for Modern cards. Making the format more accessible draws more players in, which means they are going to need more Modern cards when Modern PTQ season rolls around again. Targeting cards that are guaranteed to not be printed in Modern Masters is a relatively safe investment. If Modern Masters causes significant price drops to the cards that were reprinted, I would be targeting those very aggressively. I will be paying attention and keeping you guys updated in my articles on when is the best time to pick up certain Modern cards – so stay tuned!

Gyre Sage. (c) 2013 Wizards of the Coast
Gyre Sage. (c) 2013 Wizards of the Coast

Trade Targets:

Gyre Sage – This lady is seeing play in a Naya deck alongside Boros Reckoner and friends.  Saito has also been talking about her. She is sold out on a lot of websites at $2 and should be $4-6 relatively soon. Great trade target this weekend.

Domri Rade – Another card in the Naya deck.  He is currently $25. If this guy sees play in the Pro Tour, expect him to hit 40-50 for a few weeks.  Being a mythic from a set that hasn’t been opened a lot has it’s advantageous.

Obzedat, Ghost Council – This card is popping up in some Esper lists. Again, a strong showing at the Pro Tour can lead to a significant spike.

Loxodon Smiter – This pachyderm has the most upside. Being only $2-3 he has a lot of room to grow. Another 4-of in the Naya deck.

Boros Cards (Ash Zealot, Champion of the Parish, Stromkirk, Hellrider) – Boros is becoming one of the most popular decks. The window to pick these up is getting smaller. These cards should be fairly liquid within the next few weeks.

Remember to pay attention the Pro Tour results and coverage. Stay ahead of the curve. Thanks for reading!

Igor Shapiro

Twitter: IgorFinance