MTG Fast Finance Podcast: Episode 28

 
MTG Fast Finance is our weekly podcast covering the flurry of weekly financial activity in the world of Magic: The Gathering. MFF provides a fast, fun and useful sixty minute format. Follow along with our seasoned hosts as they walk you through this week’s big price movements, their picks of the week, metagame analysis and a rotating weekly topic.

Show Notes: Aug 13th, 2016

Segment 1: Top Movers of the Week

Note: Price movements reflect posted NM prices, and may not represent prices players have paid.

Conflagrate (Foil, Eldritch Moon)
Start: $11.00
Finish: $35.00
Gain: +$24.00 (+218%)

Thespian’s Stage">Thespian’s Stage (Foil, Gatecrash)
Start: $13.25
Finish: $38.00
Gain: +$24.75 (+187%)

Desert Twister">Desert Twister (Arabian Nights)
Start: $7.50
Finish: $16.00
Gain: +$8.50 (+186%)

Pithing Needle (Foil, Saviors)
Start: $40.00
Finish: $10.00
Gain: +$60.00 (+150%)

Voldaren Pariah/mtg_card] (Eldritch Moon)
Start: $1.15
Finish: $2.75
Gain: +$1.60 (+140%)

[mtg_card]Emrakul, the Promised End">Voldaren Pariah/mtg_card] (Eldritch Moon)
Start: $1.15
Finish: $2.75
Gain: +$1.60 (+140%)

[mtg_card]Emrakul, the Promised End (Eldritch Moon)
Start: $12.50
Finish: $28.00
Gain: +$15.50 (+124%)

Strip Mine (Antiquities)
Start: $12.50
Finish: $25.00
Gain: +$12.50 (+100%)

Kozilek’s Return (Oath of the Gatewatch)
Start: $5.50
Finish: $11.00
Gain: +$5.50 (+100%)

Traverse the Ulvenwald (Shadows Over Innistrad)
Start: $2.00
Finish: $3.75
Gain: +$1.75 (+88%)

Deranged Hermit (Foil, Urza’s Legacy)
Start: $27.50
Finish: $50.00
Gain: +$22.50 (+81%)

Segment 2: Cards to Watch

James Picks:

  1. Cryptbreaker (Eldritch Moon) Confidence Level 7: $2 to $6 (+40%, 0-12+ months)Foils at $5 also likely to represent good value long term.
  2. Hanweir Battlements (Foil, Eldritch Moon) Confidence Level 6: $5 to $10 (+100%, 12+ months
  3. Hanweir Garrison (Foil, Eldritch Moon) Confidence Level 6: $5 to $15 (+150%, 12+ months)

Meld cards represent a unique long term collectible and foils are likely to rise over time. Garrison has a shot at some Standard success and could go $2 to $5 in the right meta with it being used as a 4-of in multiple decks. Battlements often just a 1 or 2-of, and has more to gain but a lesser chance to pop at $1 for non-foils.

4. mtg_card]Thalia’s Lancers[/mtg_card] (Foil, Eldritch Moon) Confidence Level 8: $3 to $10 (+333%, 12+ months)

As an open-ended synergy card that can fetch up legendary permanents, in EDH, Lancers is has the potential in to be pulling out Griselbrand, Gaea’s Cradle or Umezawa’s Jitte. That power and flexibility likely means that these foils are destined to top $10 or even $20 given a few years to mature.

Travis Picks:

  1. Golgari Grave Troll">Golgari Grave Troll, Ravnica: City of Guilds, Confidence Level 7: $9 to $20 (+122%, 0-6+ months)

Disclosure: Travis and James may own speculative copies of the above cards.

Segment 3: Metagame Week in Review

Pro Tour Eldritch Moon was a dramatic affair full of big swingy matches that required tight play and saw the Channel Fireball crew dominate the Top 8. Emrakul, Traverse the Ulvenwald, Liliana, the Last Hope and Elder Deep Fiend are just some of the cards the guys cover in breaking down the Pro Tour metagame.

Segment 4: Topic of the Week

TCGPlayer.com has added additional data points to card pages this week. The guys talk through which ones are useful, which not, and speculate on the impact on the marketplace of freshly minted buylist data.

PROTRADER: PT:EMN Lessons

So I’m not going to say that the Pro Tour went as planned, because quite frankly I was a little too vague in my expectations (other than me saying that this wouldn’t be Pro Tour: Bant Company, which was both somewhat obvious and correct). The question that we should be asking right now is not necessarily “okay, so the Pro Tour happened, now what do I play?”, rather it’s “how will this information influence the existing environment?”. We’ve talked before about some of the things that make PT weekends aberrant to other weekend-long events, but that information is still going to color the format for the next three months. How do we make sense of it, and more importantly, how do we do so before everyone else?

I want to clarify at the top that I don’t think Bant Company is a bad deck. In fact, it is probably still one of the absolute best decks in the format. In fact, what we’ve seen from PT:EMN (and a little bit at SCG Baltimore, if you knew where to look) suggests that even when Bant Company isn’t performing well, it is having a profound effect on the metagame. What we are seeing in response to Spell Queller is a prioritizing of cards that cost [2] or [5], the latter for its natural “immunity”, and the former for the gained versatility of casting multiple spells a turn. One of the best “answers” at [5] seems to be Tragic Arrogance, a card that may be able to have a final bump in price (it’s less than a dollar currently), although I’m not sure that it would be sustainable. If you have these in your binder, try to leverage them into something equally low in price but with a slightly higher upside (my personal favorite targets are Planar Outburst and Epiphany! at the Drownyard1).

The environment going into the Pro Tour was probably not a stable one, just because weird things like card availability have more of an impact one or two weeks in versus as many months. At the same time, I don’t think that the Pro Tour really solved anything, just because so many people were already aiming to take out Bant Company just as everyone else was noticing it. I genuinely expect Bant to have several more strong showings, just because the deck is proactive rather than reactive, and in tournaments with wide skill levels (Opens, GPs), being the player with a clearly defined plan of attack is going to be an instant source of percentage points. At the same time, the format only had to bend to accommodate it, not warp entirely (as was the case in Affinity-era Standard, where you essentially maindecked as much artifact removal as you could). Looking ahead, I expect Bant to be the deck that always has a presence in a tournament, but doesn’t ever really sweep an event. Most of the Bant decks in a Top 32 will be in that 9-16 range, just because they are always going to have to jockey against one another, and there doesn’t seem to be a true mirror-breaker sideboard strategy.

Collected Company isn't Squadron Hawk, but it does put two into play.
Collected Company isn’t Squadron Hawk, but it does put two into play.

One of the cards that I like coming out of this weekend is Distended Mindbender. DMB (although his fans just say ‘Dave’) works at a really interesting axis, and he has been on my modern workbench for a week or so now. In Standard the opposing clock is slower and there is more diversity in casting costs, so he is theoretically better. It’s also worth mentioning that even though we don’t have things like Eldrazi Temple or Noble Hierarch (which serve as pure accelerants), all of the best three drops in the Eldrazi decks are also in Standard (with [3] being the casting cost where you are able to Emerge on curve as a virtual [4]). My testing so far has indicated that Elder Deep-Fiend may end up being the better option, at least in the more aggressive Eldrazi builds, but I definitely think DMB has the talent to crash… into top tier standard decks. At under $3, these seem like a solid buy. It’s also possible that Emerge is still being “solved”, and that the mechanic gets more popular.

This doesn't make Emerge, it only makes it better.
This doesn’t make Emerge, it only makes it better.

In terms of price movement following the PT, we’ve seen Liliana, the Last Hope begin to level off and begin her descent back to reality, while Emrakul, the Promised End (a card that is precisely as rare as Lili!) sits at under 2/3rds as much. While Liliana almost demands to be played in heavy multiples (partially because she’s so easy to kill off), Emrakul is pretty well spread-out as a 1-2x. Perhaps the best card to pair Emrakul with, Traverse the Ulvenwald2, also saw a considerable bounce, while Den Protector (maybe the best single card to pair with Liliana) is just coasting on her way out of Standard. I still haven’t personally played with Lili yet (and I recommend avoiding buying in still), but all of the people I’ve talked to have had mediocre reviews or worse. Staying in GB, Grim Flayer has had a slight uptick, which ended up preventing what looked to be a slide heading into the PT. I’ve heard mixed results here also, and it sounds like Sylvan Advocate is probably the preferred play at [2] in green. Gisela, the Broken Blade is down about $10 since release, and I think that once she slides to around $8 I’ll buy in. I don’t expect Gisela to see any meaningful play until Collected Company (and the inherent reward for playing creatures that cost three or less) cycles out.

Some off-hand stuff to close: Selfless Spirit seems like it is probably strong enough to stay above average for a rare, but I don’t know how long that translates to “above $6”. Eldritch Evolution seems appealing at around $5, just because it feels like the kind of card that is very close to breakable. Mausoleum Wanderer really seems like a card that’s almost as good as Selfless Spirit, especially if Spirits end up really making it in Modern. If that deck does have legs, Eldritch Moon as a set is going to hold value in 5+ years. In the mean time, standard sets seem to just be cratering in value once they get a few months out, so be very picky in anything you are buying now that isn’t to play with right away. And lastly, Prized Amalgam had a healthy increase off the success of the UB Zombie deck, which I can confirm is very fun to play. We don’t have any serious graveyard hate (a la Tormod’s Crypt) right now, so enjoy filling up your ‘yard while you can.

Best,

Ross

1I never really got into this band.

2The beauty here is that the card serves as virtual copies while not requiring you to actually OWN multiple Emrakuls, while also fudging some of your other numbers. It also reduces the likelihood of actually drawing Emrakul, which is not great.

Long-Term Thinking

So the Pro Tour was last weekend, and now we are in for a long lonely spell until Kaladesh

…oh yeah. We are still in the throes of a very expensive summer to be a Magic player.

From the Vault: Lore is coming out next weekend, and I can’t remember the last time one of these was so ho-hum. Sure, it’s the first foiling for some of these, but the niche of people who need a Dark Depths or an Umezawa’s Jitte is relatively small. Plus, neither of those are particularly expensive cards.

At least FTV: Angels last summer has some sweet new art Akromas to tempt us with. This looks more like FTV: Barely Worth Retail.

Conspiracy spoilers have already started (the Ghost Assassin!!), and that I’m pretty stoked for. I want to warn you now: Don’t get caught in a trap like I did and start trading for all the assorted ‘draft matters’ cards like Cogwork Librarian. Those haven’t budged in price at all since that set came out, much to the chagrin of my foils.

But what I want to talk about this week is a topic I’ve only recently come to appreciate: how Wizards R & D plants seeds across sets for the stuff that’s coming up.

To get the sense of what I mean, I want to talk about a card that was good when it came out, good with the sets that came later, and good with the last set it’s legal with.

Jace, Vryn’s Prodigy is an awesome Magic card. It’s cheap, could block if you wanted or needed, lets you cycle through your deck, and then turns into a planeswalker who locks things up nicely. It’s a powerful card all by itself, and strong enough to make waves in Modern and Legacy, not just Standard.

Consider this your regular reminder to pick these up at sub-$30 prices and be prepared to reap the profits in a year. If decks are powering out Gurmag Angler and Tasigur, the Golden Fang on turn two or three, then JVP has a real chance to be flipped by then.

What else is Jace good with? Madness. Delirium. Self-mill, like Gather the Pack and Grapple with the Past. Cards that want to be in the yard, like Kozilek’s Return and Prized Amalgam. Only because hindsight is 20/20 can we see how good it is with a range of abilities and card mechanics.

Until very recently, I hadn’t learned to appreciate the sneaky-brilliant nature of the game designers that work in Seattle, but I’m aware now. More to the point, I don’t want to get caught out. I want to have a better time anticipating what is good and will remain good in the future.

A few weeks ago, when I was guesting on MTG Fast Finance, I picked foil Eldrazi Mimic at about $6 as a long-term hold, because I love how good Legacy Eldrazi decks are. Still do, as a matter of fact. A couple weeks after that, my compatriot Travis Allen picked nonfoils at 75 cents to a dollar, because they are good with these huge Emerge creatures, but both of us missed a very salient point:

Eldrazi Mimic only cares that the creature is colorless. It doesn’t have to be an Eldrazi, or something with devoid. It could be an artifact creature, and oh look, Kaladesh is going to have an artifact theme!

This is brilliant forethought from Wizards, and once you start looking at it, and thinking about it, you realize that they have been doing this for years! Remember the glory days of Mono-Black Devotion? Gray Merchant of Asphodel plus Nightveil Specter? Who knew that hybrid symbols could be so incredibly relevant? Wizards did.

I don’t claim to be smart enough to have figured out all the plants ahead of time. I do know that I am taking a hard look at cards that notice colorlessness (like Sanctum of Ugin) versus those that are specifically looking for Eldrazi (Kozilek’s Return). I truly love when a plan comes together, like the UR Spells deck that for some reason isn’t playing Chandra, Fire of Kaladesh. It seems like a better Thermo-Alchemist, and playing her is a total blast. I’m enjoying Standard for the first time in a long time. Powerful cross-block synergies is what Wizards is planning for, building, and anticipating. Unlocking that knowledge, and looking for those interactions, is something I want to get better at.

Also, I don’t think it’s a coincidence that Shadows over Innistrad gave us token, disposable artifacts right before an artifact-themed block. Tireless Tracker is probably the best, but Tamiyo’s Journal or Magnifying Glass might become super-relevant.

The two sets after Aether Revolt, if I were to speculate, will have something to do with sacrificing. I don’t know what, but I know that Shadows over Innistrad and Eldritch Moon certainly are encouraging us to discard and sacrifice creatures, and I won’t be surprised at all if that’s the theme in nine months or so. Probably it will be enough to reinvigorate our interest in Emerge or Voldaren Pariah or something like that.

Ghostface Killah

I’m pretty starved for spoilers, as are all of you, I’m sure. I was about to do a whole article about zombies with upside based on Gisa and Geralf or an article about lands you should get in foil because they’re harder to reprint in Commander precon decks and luckily I procrastinated a bit. I waited until it was 8 AM on the west coast and was rewarded with a juicy spoiler that made me happy that they’re finally spoiling Conspiracy cards, although waiting this long means they’re going to dump a bunch at once and they’re going to do with same with Commander 2016 which comes out in November. I’m not looking forward to getting one spoiler a week and then getting 300 spoilers in one day, but I guess what we want as players doesn’t really matter. What does matter is that the new card is sweet.

en_RfLLcp8FCz

You’ll notice it doesn’t have any + abilities, forcing you to use her 0 ability to blink and reset herself if you want to keep using her other abilities. However, you can also use her 0 ability on other creatures and that’s what we should focus on because that makes her a great candidate for a few decks that already exist in EDH and which could see a bump in interest with this new tool and with other potential cards for the deck being a possibility in Conspiracy 2: Throne Boogaloo.

We have written a bit about blink stuff before but this spoiling is another event and events are worth talking about. Could this be this set’s Dack Fayden? If it is, what does that mean? Do I mean Dack Fayden in financial terms or just in buildability terms? Let’s look at implications of printing a BW planeswalker.

Last Time

Last time we had a Planeswalker named Dack Fayden. While everything else in the set tanked, Dack soared. Non-mythic rares, even good commanders, sort of became bulk and a lot of expensive Legacy cards tanked, also. This meant Dack had to soak up a lot of value since it was the card in the set with the highest demand.

Untitled

Even after an Eternal Masters printing cut the price in half, this is still over $25, which is insane. Before the reprinting, the foils topped out at $600, briefly.

Financially, I don’t see Kaya being anywhere near as financially relevant as Dack Fayden. She’s way less exciting and the value of Conspiracy Dos is going to have to come from other cards due to how exciting she isn’t in Legacy and Cube, etc. From  financial standpoint, calling her Dack Fayden is a little premature and probably super inaccurate.

But will she be the only planeswalker? If she is, will there be room in the set for another card that makes people excited about playing an Obzedat or Ghost Council deck in EDH? How likely is that? Could Obzedat or Karlov or something similar be in the set?

Based on the last Conspiracy set, we had one gold card at rare or mythic and one at uncommon for each of the ten two-color combinations. Can we expect the same this time around? If so, don’t expect anything to serve as a “tell” to players that they want to build some sort of Obzedat blinky deck because we’re more likely to get Unmake in that spot.

I saw an interesting theory on Facebook today.

Untitled

This was a Magic judge you probably all know spitballing about the set. Could Kaya being 75/221 mean every card after her is a land or gold card? A ton of gold cards in the set would mean that there is plenty of room to reprint Obzedat, Karlov, Teysa and any number of other Orzhov baddies that could lead to a run on Orzhov staples predicated on Kaya.

Bad news. If we again look at the last Conspiracy set, Dack Fayden was card 42/210, Brago was 41, Vampire Hexmage was 133 and 210 was Reflecting Pool. We simply can’t glean anything about how many gold card we’ll have based on the number in the set and I don’t think it’s reasonable to assume there will be more gold cards in Conspiracy 2. There will be 11 more cards than last time, but those are likely more conspiracies or some cards related to some new wrinkle in the rules. If there are 11 more gold cards (10 and a land or artifact, obviously) then there will be one more card in each two-color combination, possibly rare, probably common. I don’t expect more gold which means Kaya is on her own to get people excited about playing a Planeswalker that spend every third turn flashing herself out to reset if you’re trying to syphon everyone’s minds.

But Kaya still has the potential to be an exciting card and could be a benefit to decks in black and white that are already blinking stuff. Does anything bear looking at that didn’t bear looking at when we talked about blinky stuff when Eldrazi Displacer was printed? I bet there are some opportunities, especially in black. Let’s take a look.

Preparing For a Rising Tide

Untitled

Sanguine Bond has been printed 3 times, I don’t see it being printed soon and I think it’s got upside at its current price. It’s half of a devastating “if life totals change, I win” combo and it’s already beginning to recover from its third printing. Exquisite Blood is the limiting reagent, here, and that has more chance of tanking from a reprint than going up and I don’t like advising people to buy $12 cards hoping to sell them when they hit $15. Instead, I think scooping a ton of the loose copies of Sanguine Bond, the card that’s better on its own, frankly, is the play. You’re going to ding them when you gain life, making your Exsanguinates even more saucy. Using Kaya to blink Gray Merchant of Asphodel? Turn it into an even faster clock. I see opportunity here.

Untitled

Now here’s a card that didn’t really seem to mind getting a reprinting and has already started to shrug it off. If you bought in at the floor like a smarty, you’ve already doubled up. This card has moderate reprint risk since it’s such a powerful staple, but we’ve had the Orzhov and mono-black Commander precons already and with 4 color decks this year and 2-color (Orzhov won’t be among them) decks likely for 2017, it could be quite a while before this is reprinted. There is always the risk it ends up in Conspiracy or one of those Planeswalker decks, but I think this is pretty safe and it’s going to go up. So far we’ve looked at two cards that were reprinted in Commander decks and are rebounding. The better a card is, the better an opportunity to buy becomes when it tanks after a reprinting. Maybe when we get the full Commander 2016 spoiler, I’ll look at some cards I expect to crater then recover.

Untitled

Hey, this guy works pretty well in a deck with a planeswalker that can remove creatures from play and then put them back into play later, doesn’t it? It sure does. This has been flat for so long I’m starting to think that maybe EDH can’t drive prices at all. Hundreds of decks on EDHREC employ this card and while EDH demand will be slow to move the price at first, once the market’s $1 copies dry up, these will be expensive to restock. Cheap copies gives you a chance to buy cheap foils for now. All in all this is a card I keep saying is going to go up, and it will. I don’t know how long it will take, but it’s going to be worth it when it does.

Untitled

Literally the only reason I would suggest this card, which has been reprinted into powder of late, is that I think it’s possible they may be all done reprinting it. That and this basically can’t get any cheaper. Legacy copies are still above $7 and those could be the first to recover. This pairs so well that it’s worth looking at even though the constant reprints are a beating.

We  can expand beyond just white and black decks because decks with white and black in them but also other colors could use all three of her abilities.

Nope. As someone pointed out in the comments below, Karmic Guide has protection from black, making it a poor choice to try and blink with Kaya. You can jam it in the deck and use Eldrazi Displacer or you can use Deadeye Navigator or Mistmeadow Witch but you’re not going to get up to any shenanigans with Kaya. How long has it been since I read the text box on Karmic Guide? I’ve mostly been gesturing at the card, grunting, tapping 1U for Deadeye Navigator and grunting again when I put something from my graveyard into play. 

Sharuum, for example, has a lot of cards worth blinking.

Some cards, like Gilded Drake, aren’t worth mentioning because they’re expensive. Not that Sharuum plays Gilded Drake, but you know what I mean. Drake is good with Kaya. I could easily have just not included this paragraph, I guess. Oh, you agree? Well if you’re so smart, you write an insightful article about prices before they go up instead of after they go up. Let’s talk about Sharuum, fine.

Untitled

I’m pretty sure like a year or two ago I said “Man, that Archenemy printing ruined this card but this could go back up over time” then forgot about it. I can’t find the article where that would have been, but this did what we expected and it grew. This still has room to grow. Have you noticed it puts someone to 10 life? I’ve dealt trillions of damage with this card before, which felt really good. Infinite lifegain combos don’t always cut it, remember that. Some playgroups errata this to reduce their life to 20, that’s how bad this feels when you smash someone in the teeth with it. I’ve even used this to draw my whole deck with Necropotence looking for combo pieces, resetting my life to 10 as needed. This card is good with blink and we have more ways to blink it.

Untitled

I think this must have been some sort of promo if the foil is under $4. I feel like I thought that last time I looked at this card’s price. I may have even noticed the recent arbitrage opportunity (the white area where the buylist price is above the retail price forming a white triangle under the blue line). This is a good card, it’s good to flash, it’s good to play in Sharuum and I like it a lot.

There are a lot of cards that interact with Kaya – Karador decks do some shenanigans, for example. The point is, we have some time before the card even comes out and people start testing with it in earnest and then start buying the cards. Some of these will go up because of Kaya, others will go up over time and some of these are cards I already said would go up and did and I think they can go up more.

I’ll be hopefully delving into some more spoilers next week. I’ll try to stay on top of the regular spoiler coverage you’re used to, also. I’m staying right where I am, continuing to give you guys the best EDH finance content you should all be reading irrespective of whether or not you play EDH. That is not and has never been the point. As sexy as it is to watch someone play Liliana on camera at the PT and buy a bunch for $23 and have half of your orders get cancelled on Monday and then when they do show up the price is already plummeting and you list them on TCG Player and lower the price a bunch of times and when you finally sell them you cleared $2 a copy after fees… actually that sounds terrible. I’ll stick to buying Squandered Resources for $0.25 and laughing when PT prices spike. Thanks for being loyal readers and I’ll try to repay you by continuing to be an equally loyal writer. You guys rock.

MAGIC: THE GATHERING FINANCE ARTICLES AND COMMUNITY