PROTRADER: Recently Printed Eternal Staples

Last weekend I was browsing the All Time Highs and All Time Lows list on MTG Stocks when a frequently played card stood out to me – not because of it’s recent high, but rather due to the fact that it is hitting all-time lows.

Seize

Thoughtseize is the ninth most played card in Modern, according to the same website.  It’s also 37th in Legacy, for some consolation demand.  Yet despite its ubiquitous utility in these two formats, the card simply cannot gain traction from a pricing standpoint.  When Theros rotated out of Standard, Thoughtseize’s eternal playability motivated players to keep their copies for future utility.  As a result, the black sorcery’s price held up fairly well throughout the release of Battle for Zendikar.

Then, when Oath of the Gatewatch departed standard, things got ugly.  Now the card sells at an all-time low on TCG Player, with buy lists topping out with a meager $8 – a far cry from its $17.50 peak back in 2014.  What’s the rationale for this selloff?  Does this signal the end of the age-old strategy of holding rotating cards for inevitable returns?  This week I’ll explore some driving forces behind recent Eternal playable cards to try and get to the bottom of this phenomenon.

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ProTrader: Magic doesn’t have to be expensive.

MTG Fast Finance: Episode 26

MTG Fast Finance is a weekly podcast that tries to break down the flurry of financial activity in the world of Magic: The Gathering into a fast, fun and useful thirty 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: July 30th, 2016

Segment 1: Top Movers of the Week

Selfless Spirit">Selfless Spirit (Eldritch Moon)
Start: $2.75
Finish: $5.00
Gain: +$2.25 (+80%)

Dakmor Salvage">Dakmor Salvage (Future Sight)
Start: $1.00
Finish: $2.00
Gain: +$1.00 (+100%)

Desert Twister">Desert Twister (Arabian Nights)
Start: $7.50
Finish: $16.00
Gain: +$8.50 (+115%)

Fortune Thief">Fortune Thief (Time Spiral)
Start: $1.00
Finish: $2.25
Gain: +$1.25 (+125%)

Statecraft">Statecraft (Mercadian Masques)
Start: $1.00
Finish: $4.00
Gain: +$3.00 (+300%)

Soldevi Excavations">Soldevi Excavations (Aliiances)
Start: $1.00
Finish: $6.00
Gain: +$5.00 (+500%)

Timerian Fiends">Timerian Fiends (Homelands)
Start: $0.50
Finish: $9.00
Gain: +$8.50 (+1,700%)

Segment 2: Cards to Watch

James Picks:

  1. Dark Confidant (Modern Masters 2015) Confidence Level 7: $32 to $45 (+40%, 6-12+ months)
  2. Kozilek, the Great Distortion (Oath of the Gatewatch) Confidence Level 7: $4 to $10 (+150%, 12+ months)

Travis Picks:

  1. Ulamog, the Ceaseless Hunger">Ulamog, the Ceaseless Hunger, Battle for Zendikar, Confidence Level 8: $11 to $20 (+80%, 0-12+ months)
  2. Sigil of the Empty Throne">Sigil of the Empty Throne, Magic Origins, Confidence Level 7: $0.25 to $3 (+1100%, 12+ months)

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

Segment 3: Metagame Week in Review

SCG Columbus was the first weekend of Eldritch Moon Standard. Bant Company crushed the metagame, representing over 33% of all decks on day two. Where can we look for opportunities in this seemingly lopsided metagame?

Segment 4: Topic of the Week

This week we learned that Eldritch Moon boxes are mappable. What does that mean, and what will the ramifications be?


Stuff You Should Never Buy Again

This week, I want to share something personal with you:

treasure chest

This is a paper chest filled with greeting cards my wife and daughters and I have been adding to for a few years now. Anniversaries, wedding cards, kids’ birthdays, you name it.

We give this chest to my toddlers when they need an indoor activity. When we are cleaning up, I check the price tags and I cringe to think how much money people have spent on these, and conversely, how much I’ve spent on cards for others.

In Magic, there are lots of things to spend money on. Some of them are avoidable. Some aren’t. Let’s go over some of the things you should never buy again.

I want to be clear that if you’re into collecting some of these things, that’s awesome. I’m glad you’re finding a fun niche related to this game, but I’m focusing on what you need to play.

#1: Single Booster Packs

Listen, I’m with you. Holding that pack, thinking about what it could be, anticipating that sweet foil, come on, come on, jump to the rare…(crap). Feel free to fill in the name of any card worth less than a dollar for crap in the previous sentence.

Buying loose boosters at your store is at best scratching a lottery ticket. I’ve written about this before and the odds are never in your favor. Not even this premiere week. You want a card? Buy that card. Buy the playset. It’ll cost less. Even in foil.

This is even true for the uncommons you want. If you buy a box of a set, odds are that you’re not going to get four of a certain uncommon. Drove me batty when that stuff would happen.

Buying loose boosters online is even worse. Mapping packs is a thing. Weighing packs to extract foils is a thing. Peeking through the plastic at pre-Ice Age packs, to pluck out rares, is a thing. Stop buying boosters!

#2: Life pads

I get it. Writing your life total on the match slip is so very unrefined, like you’re struggling for scraps. Also, it’s a small space and you can’t take notes on what happens, cards to look out for, all sorts of things.

You know what you need? A fifty-cent spiral notebook from the grocery store. A small legal pad. Or better yet, one of the huge stack of life pads that vendors give away at big events. One Grand Prix will take care of your needs for years.

I’m not going to link them, but if you spend $12 on a paper pad that nicely bound or $30 on an e-writer, I’m going to know you’re someone with more money than sense. A life pad that can break?? Come on.

#3: Dice

I’m all for sweet dice. I’ve got a couple of Iron Dice here someplace that I can’t put in a bin with other dice because the Iron ones crack the plastic of the others.

Know what else I have? Multiple bags of plastic dice and assorted counters/beads/stones.

And this is after I used to spend a lot of energy tracking down places that would buy old spindowns! Used to be a lot of profit in that, but not anymore.

You need a few dice and a couple of stones. That’s it. Tokens are all over the place, scoop some up after a draft. People leave dice on the floor or on the table all the time. If you spend money on dice, you’re buying tiny art pieces, and that’s cool, but all you need is five D6 and you’re good for 99% of games, unless you play Commander games that get out of hand.

#4: Playmats

Now this is going to piss some of you off. You’ve got playmats that were awesome prizes, that have favored art, or just carry significance. And I’m with you: I’m quite fond of my MTGPrice playmat.

Know what I’m not so fond of? My stack of GP mats. I kept the first couple, and then I realized that I was never going to use them, and I started selling them at the events, which has been great for me. Haven’t regretted a moment of it.

Is there a market where people buy and sell these mats? Absolutely. The art on a mat can make a big difference to its value, such as the two GP Vegas mats.

I’m all for buying the mat you want. And that’s it.

Every extra mat you have is just something you need to store and/or move. Don’t keep them. I’ve yet to see one rip from just being used, even if you fold it instead of roll it.

#5: Fancy deck boxes

I appreciate the art and craftsmanship of Etsy, I really do. There are some amazingly awesome things that you can get for dice, or decks, or even your whole cube.

I have to tell you, I’m hard on my Magic stuff. Boxes get put in the backpack, other things land on them, I squish it when I don’t take off my backpack when sitting on the bus…and so on. Perhaps you’re someone who takes better care of your things than I do, and if you sit down with me, unfold three trays and have everything immaculately organized, I might ask how much it was.

Mostly, you’ll be like the rest of us and have a stack of different things and be mostly put together, and be able to do so for far less money. Deck boxes are useful but replaceable for cheap, on the rare instances that they break. These are also often giveaways at a GP or other event, and if you want to personalize them, I suggest a layer of primer first.

 

 

Look, I’m not trying to make you feel bad about stuff you’ve bought that brings you joy. You’ll notice I left off binders and backpacks/bags from this list, because you’ll find what you need quite easily. Sleeves as well–I turn mine over frequently.

What I want to stop you from doing is spending money on stuff you don’t need to spend money on. Spend your money on all sorts of cards, just don’t go buying accessories that aren’t as needed.

PROTRADER: Format Review, DTK-EMN Edition

So I realized two things recently: I didn’t do a set review for EMN; and the world did not end as a result1. When I was finishing up my last piece however, I got an idea for something similar but not quite so well-worn. Welcome to the first ever Format Review!

Okay, so be aware that when I say ‘format’, I mean Standard. The bar for getting into anything larger than that is much more nebulous, to say nothing of financial impacts in more niche situations. Standard is also the format that is going to drive the lion’s share of demand between now and the next format review- unless a card is obviously a multi-format all-star, it usually takes a while for existing lists to figure out what they want to cut. Also, while this article is intended to inform financial decision-making, be aware that it’s not a list of cards to go out and buy. Some of the biggest impacts on a format can made by monetarily inconsequential commons and uncommons. Let’s dive in!

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Spell Queller: Okay, so I’m writing this blurb as the Columbus Open is finishing up, and the results for EMN’s first weekend look about like what I expected. Spell Queller’s presence in the Top 64 was undeniable, featuring 127 of a possible 256 copies. That there were only 12 copies in the Top 8 (albeit 4 in the winner’s circle) is pretty surprising, although the lists that weren’t Bant Company all seem like good decks AGAINST Bant Company. Spell Queller feels like the type of card that will bend decks towards light splashes for the missing color (GW making sure it has just enough U, etc) because Spell Queller is independently powerful.

Here’s how I see it- Spell Queller is the new king of “small ball.” While older, sports-inclined players are often referring metaphorically to this, the term has sort of adopted its own meaning in Magic. If tight, technical deck construction focused on manageable curves and prioritizing things like castability and tempo can be referred to as “small ball”, and it’s theoretical inverse is an EDH deck full of 7 casting cost sorceries and guildgates, then you can see toward which pole Standard players gravitate. In this line of thinking, Spell Queller succeeds at either delaying or blanking entirely anything else in this category. Simultaneously, a 2/3 flier at 3 is certainly respectable, and can therefore play offense AND defense in some situations.

Spell-Queller-Eldritch-Moon-MtG-Art

Since Spell Queller is a rare, there are some concerns with regard to price trajectory. If some combination of Tamiyo, Emrakul, and/or Gisela are long-term players (more on each of these later) can maintain a certain percentage of market share, then EMN is likely to be opened in such quantity that Spell Queller sufficiently saturates the market. If the mythics in this set are ALL terrible (which seems highly unlikely), then this time next year Spell Queller could be pretty pricy (although this is predicated on it being the ONLY good card in the set). I can see the current price of ~$11 going up this week fueled by hype following the Columbus results, but I think the weight of its rarity will ultimately cut that price tag by about half. I’m holding off on getting my personal set until I absolutely need them, although I know that I will undoubtedly be playing a strictly worse deck without them. The possibility of this price maintaining or increasing is based entirely on this card being played at the Pro Tour to such a degree that we see a rare 32 copies in the Top 8. It’s worth mentioning, though, that given the unique demographics of the Pro Tour, this is more likely than at something like an SCG Open.

Collected Company: This was one of the best cards in Standard BEFORE it got access to Spell Queller. I can tell you from personal testing experience that firing off a Collected Company hitting a Spell Queller and a Reflector Mage is one of the best feelings in Magic- and I played Gifts Ungiven in Extended. Unfortunately, Collected Company already has an established place in Modern, so copies aren’t likely to drop dramatically in price, even though the card only has a few months left on the main stage. From the look of things so far though, it’s safe to say Collected Company is going to go out on top.

Incendiary Flow: This is pretty obviously one of those things that isn’t a “must buy”, but it represents a crucial element in evaluating other cards. Every standard environment has a key toughness number, typically either 3 or 4, where that number can be viewed as overall safe. With the printing of Incendiary Flow, we can expect creatures with three toughness to be much less resilient than they were a few short weeks ago. This is perhaps the biggest knock against Gisela (who also gets hit by some of the other popular conditional removal spells, like Ultimate Price). Despite being a sorcery, Flow is quite versatile, being able to target players (and therefore also Planeswalkers), exile creatures like Relentless Dead, AND get recast by Goblin Dark-Dwellers. Expect the inherent value of 4 toughness creatures to increase (although Languish is still a very big deal). This card also makes a timely Dromoka’s Command even more of a blowout, since you can either prevent the damage entirely or scale up a three toughness creature to survive it. Incendiary Flow is also the name of my mixtape.

Emrakul, the Promised End: I’m pretty sure that the is the ceiling in terms of finishers in this format. While Ulamog is probably about as good, I don’t think there is anything higher on the food chain than an Emrakul on the stack. Now, we will see if this card actually gets played (or rather, ‘when’), but not seeing it at all would be a very clear indicator that aggro and/or RDW is pulling an above-average amount of market-share in the format.

Murder: It’s strange that we are getting this card back, because I thought Development had issues with it before. It’s possible that I’m just remembering concerns from whatever M-set limited format that was, but it’s also a potential sign that we will see a lot of pushed artifact creatures on Kaladesh. It also reinforces the control decks being straight UB versus Ubx, by virtue of that BB in the mana cost.

Thalia, Heretical Cathar: This is a card that represents an interesting choke-point for the format, although at this point it is largely theoretical. The worst thing going for Thalia here is her mana cost- 3 is already really crowded, and her functionality is largely dependent on unknown information (what types of lands is your control opponent playing? Is your aggro opponent going to try and be the control in this matchup and just block your creatures?).  I think Thalia’s contributions to this format will take longer to become apparent, just because she breaks the fourth wall in a way that requires you to know the environment you expect to be playing in. Unfortunately, after that she STILL has to compete with Spell Queller, Reflector Mage, Eldrazi Displacer, and more for time on the field.

Nahiri, the Harbinger: It’s possible that this is the time where you want to reload on Nahiri. The reason why this card was so good before is because the numbers are (or at least feel) very raw. It’s as if design and development both signed off on the card without giving it the same kind of due diligence that planeswalkers get since the last time the both slacked off on one (Jace, the Mind Sculptor). The only thing that isn’t above average on her is the mana cost, which is in a very awkward WR (although only costing [4] is a great stat!). White and Red are both supporting colors in decks not running Thalia’s Lieutenant, so it’s very often going to feel like you are trying to hit both of your off-colors to get one of your best cards. If Eldritch Moon makes red good enough to not get laughed out of the room, it’s possible that we see a rise in Nahiri-focused control decks.

Dromoka’s Command: Still one of the best cards in Standard, and a shoe-in for the Abzan Hall of Fame when it retires this fall. It won’t be played in the necessary amount to “make the leap” to Modern, even if it sees occasional use. Start to move your extras.

Cryptolith Rite: I think this is a solid pickup at under $3, just because there will always be that critical mass of small creatures that you can dump out and then cast something insane. I suspect one of the big reveals at the Pro Tour will be some sort of Rite into Decimator of the Provinces deck.

Kolaghan’s Command: Speaking of pickups- this card is really cheap right now. I know it’s also about to rotate, but it has a much wider base in Modern than any of the other commands (besides Atarka’s, which I also love right now). Spend Puca Points on these!

Languish: Still disgusting and holding a lot of people back, while also not having an heir-apparent. The Roger Ailes of Magic cards.

In all seriousness, I’m not sure what replaces this in Standard in the fall. Planar Outburst seems like the best possible option, but that’s also giving up a lot of the remaining equity in black. Every aggressive card gets at least somewhat better this fall, even if the percentage isn’t very appreciable.

From all of this information, we can begin to build a frame of what the overall environment looks like. I expect the hyper-aggressive low casting cost decks to remain relatively swingy in terms of consistency, I expect various midrange strategies to comprise the majority of the format as a whole, and the control decks will be making deck-building concessions in favor of Emrakul in about a month. Let me know if you think I missed anything crucial to the format’s identity, and we will talk about more traditional finance stuff next week.

Best,

Ross

1Actual results pending.

MAGIC: THE GATHERING FINANCE ARTICLES AND COMMUNITY