PROTRADER: A Mixed Bag of Modern and Math

Going with a bunch of small topics today, rather than one big one. You know the drill by now.

ANALYTICS VS PERCEPTION: One of the biggest differences between Magic and other sports (YES, I SAID IT JOCKS. COME AT ME.) is that Magic has a fear of analytics. This is not a new phenomenon; WotC actively tried to obscure information as early as Alpha, putting an Island on the rare sheet and not publicly disclosing set lists or rarities. Currently, Wizards is throttling results coming from Magic Online as a means of slowing the solution of constructed formats (that we are also in a downturn in large paper events is coincidental, but adds to the issue). Sports, on the other hand, is experiencing a renaissance of sorts based on analytics-driven content and the ubiquity of fantasy sports.

Fantasy sports WOULD be cooler if Monster Manuals were involved.
Fantasy sports WOULD be cooler if Monster Manuals were involved.

The major difference, of course, is the pieces that are used to play the game. Professional athletes are playing mostly-solved games (“score more points!”), with differences in strategy and philosophy that are largely just nuance compared to the classic match-up of Red Deck Wins versus Blue-White Control. There is also a large industry built on the generation, analysis, and applications of the statistics generated by games played, both internally and among the public. In the case of Magic, the crunching of those types of numbers is believed to have a teleological outcome of winnowing down the viability of various archetypes until the format in question is “solved” (either in the case of there being only one “REAL” deck, or there being an equally unfavorable ‘Rock-Paper-Scissors’ scenario). Also, whereas sports teams and leagues are selling the product on the field, Wizards is more accurately selling the players. It’s in WotC’s best interest for you to think that there are lots of good cards available, and know nebulously that some are better than others, but once there is a clear best, it diminishes sales, attendance, and interest (or so they say).

What is interesting to me right now is what fills the void in this circumstance. Esper Dragons had a Top 8 spot in the Pro Tour, and just won the GP in Canada. Sounds like a good deck, right? Except that those two results are actually outliers in the broader context- of ten Esper Dragons players at the PT, the Top 8 deck was the only one to even make Day Two. Similarly, the Esper Dragons decks that didn’t make the Top 8 in Toronto did terribly. The perception that this deck is good, heck even just playable, is backed up by perceived results and simultaneously refuted by analytics.

Is Dragonlord Ojutai elite?
Is Dragonlord Ojutai elite?

Those of you who remember Ghost Dad1 from Ravnica standard will see the correlation- a deck that was over-represented relative to both its quality and power level (even in relation to similar decks such as Hand in Hand). Of course, Magic’s community is much more connected and communicative than it was back then, so these incongruencies are likely to be solved, but it is an interesting quirk to the current system.

Let me know what you think about this- is Esper Dragons just bad, or is it yet to be optimized? How much should WotC allow in terms of  information that can be mined for data? Is it better or worse for the game?

DREDGING UP THE PAST: Today is the absolute last chance to buy in on Golgari Grave-Troll, Bloodghast, and any of those other Modern staples if you haven’t already. I’m not sure that this is one of the best decks in the format yet (more on that later), but when Dredge is good it is GOOD.

Here is your real target right now- Duel Decks: Izzet vs Golgari.

Duel Decks: Overrated Guild vs Underrated Guild
Duel Decks: Overrated Guild vs Underrated Guild

Check and see if your store has any of these left floating around (this is not the one with Remand, so your odds are better of stumbling across them). This box has Life From the Loam, Isochron Scepter, Eternal Witness, Golgari Grave-Troll, Golgari Thug, a FOIL Niv-Mizzet, the Firemind, as well as a bunch of cheap but playable in casual rares like Doomgape and Gleancrawler. Buying these at $20 is a steal, considering that the Loam and GGT are about to put you even already. Golgari Thug is often a 4x in Dredge, and I’m pretty sure you get two of them. There are even Pauper staples in here!

Sadly the only supplemental product with a Bloodghast in it also had Verdant Catacombs, so you probably won’t find any of those anywhere in the wild (if you do, look for Rat’s Nest also).

Some of these Dredge decks appear to also be playing Prized Amalgam, but that is probably going to be one of the last things to tick up as there are no other real points of demand. It also doesn’t seem like the deck NEEDS that card to succeed, so it could possibly be cut (the deck doesn’t need a threshold of black creatures since we don’t have access to Ichorid).

Now, here’s the next level play- memorize that set symbol.

Wait, Stinky is in this set too?! Holy cow!
Wait, Stinky is in this set too?! Holy cow!

It’s unlikely that your local [BIG BOX RETAIL STORE] has any of these in boxes left, but it’s POSSIBLE that the cards are still available there. Most national big box chains don’t actually buy product from WotC, they instead deal with middle-man distributors, who are in charge of managing the supply. These are the folks who stock and restock, and who often remove old product that gets repackaged or otherwise reintegrated into their system. One of their ways of moving this repossessed product is through clear boxes that typically contain 4 opened pre-constructed products. These aren’t official WotC offerings, but are instead the distributors unloading stuff that they don’t have a use for. If you keep your set symbols list handy, you are likely to see that maybe a few of these are left in the mix.

WHAT IT TAKES IN MODERN: This is somewhat related to the last two topics. How many decks are there in Modern? According to my preferred Top 8s aggregator (MTGDecks.net), there are exactly fifty listed archetypes (one of which being the catch-all classification of “Rogue”). If we assume that all of these decks are equal in both their quality of construction and pilot AND equally represented in a given field (they aren’t),then each deck has a 2% chance of winning [TOURNAMENT X]2. But given that that isn’t the case, it is important understand that the decks that are higher than 2% are pulling away from other decks, rather than staying at an artificial floor of 2%.

Barring extreme examples like the Eldrazi decks from PT Oath, Modern decks are not going to have the same high percentages of Standard decks, just because there are so many more options. If there are ten real decks in Standard (some formats have had more, some have had less), then your theoretical floor is 10%. For a Modern deck to reach 10%, it would have to entirely invalidate four different archetypes to the point that they are effectively 0%.

Smashing reality AND the status quo.
Smashing reality AND the status quo.

The best case for us as finance-minded folk is for that wobbling top of 2% equity to not topple over- meaning that the most amount of cards have at least a percentage of the market as a whole. Of course, this also reinforces my personal philosophy of not buying too deeply into Modern, because you’re either betting on new decks to enter into the pie chart (further reducing that percentage), or upsetting it by causing one deck to overtake points from so many others and spiking (which can, as recent experience tells us, result in a significant banning).

Let me know what you think about this last topic, as we are going to be going pretty deep into it next week. For science!

Best,

Ross

1A deck name that has only gotten worse given current events.

2This is a really cool name for a tournament.

Reprint Awareness

In case you’re not aware, the next six months are going to give us a lot of ways to experience Magic that are not Standard-legal booster packs.

June 10, 2016: Eternal Masters

August 19, 2016: From the Vault: Lore

August 27, 2016: Conspiracy: Take the Crown

November 2016 (exact date not yet released, likely the first week or two): Commander 2016

 

Yes, that’s only one week between an FtV and the new Conspiracy set. My wallet already hurts.

Notably, this list leaves out Eldritch Moon (July 16) and the next large set (codename is Lock, due to land in September 2016) but those are less likely to have reprints in them.

FtV: Lore is something I don’t want to speculate on. I don’t think I’ll ever recover from Wizards’ decision to put Iona, Shield of Emeria in Modern Masters 2015 and then immediately again in FtV: Angels. I know there’s some logic, some rationale, but I’m done trying to predict what they will and won’t do.

Instead, I want to think about what’s safe, as I attempt to weather the storm ahead. I also want to consider the three reprint-focused sets (Conspiracy and Commander are mostly reprints) and what I have that’s exposed from a financial standpoint.

One of the things that I have learned is to trust the high-end market. The things that there will not be any more of, that’s only going to go up. There are blessed few examples of a three-figure card crashing down to earth, and those usually involve multiple bannings.

With the best of the best, a reprint doesn’t often hurt a card. Let’s looks at the poster child for ‘careful what you wish for’ reprints: Thoughtseize. Here’s the graph for the foil:

Tseize

Theros came out in fall 2013, and you can see the dip down to about $100. If you got in at that point, congratulations. I love it when any card triples in value, but climbing $200 or so is truly awesome. In retrospect, we should have seen it coming. We should have known that this card is good. Incredibly so. Format-warpingly amazing. It’s a mainstay in Modern and Legacy and while lots of people were telling you to pick up $20 copies at the end of Theros, I don’t remember many voices chiming in about Lorwyn foils.

Original set foils are resistant in the long term, often carrying more value than newer versions that seem exactly the same. Woodfall Primus, a fun reanimation target but not a Constructed card currently, has a $6 gap between the Shadowmoor foil and the Modern Masters 2013 foil.

It takes a lot to dent the prime cards and Onslaught fetches are one of them. Those cards have seen Judge printings, Khans of Tarkir reprints, and now Zendikar Expeditions. Even with all of that, the lesser lands have stayed about where they were. Here’s Windswept Heath:

heath

While it’s seen some ups and downs, it’s been mostly at home in the $150 range. This is true for the other four, and now my secret: GET THESE NOW.

No matter which version you want, supply is at a peak. If you ever wanted these for a Commander deck, or your Cube, or whichever, now is the time. People have gotten theirs and they are coming out of circulation and there’s nowhere to go but up. I like the set foils and the Expedition versions to grow the most in the next two to three years, but these will, at the worst, keep their price.

On a related note, I really, really like getting into foil Zendikar fetches. These might not get the Standard treatment as the Onslaught ones did, but the trajectory is there. Buylist on a foil Scalding Tarn has already gotten back to where it was before the Expeditions landed, and I think that all the foils are going to tick steadily upward. At worst, they stay safe, and I’ll be insulated against all the reprints that are coming.

Watchlist

Now, let’s talk about some unsafe cards.

Nykthos, Shrine to Nyx ($8): This worries me, and I have about 20 that I picked up for $4. It’s too easy. This shines in a set that focuses on individual colors, or hybrids. I’ve seen some chatter that an Elf theme is quite possible in EMA, and this fits in very well as a “Oh, you’ve done a bunch of stuff? Have a boatload of mana!” card that Gaea’s Cradle is ideal in.

Thespian’s Stage ($3/$14): The foil multiplier is due to the Dark Depths combo and the awesomeness in Commander. I banged the drum on this card for years as a dollar pickup and here we are, a triple up…and I’m frightened. There’s a lot of people on PucaTrade who want this, and in the interest of disclosure, I sent out half my copies this week. A reprint, in any set, will send this back to fifty cents or lower, and it fits literally anywhere.

Stony Silence ($11): Cheap, easy, and a great answer to a lot of problems. I’ll be surprised if this hasn’t had a new printing by the end of this year.

Innistrad enemy check lands (Sulfur Falls, Woodland Cemetery, etc.): These have had one printing and it was five years ago. It’s time and the values will drop by at least half. Lots of spare copies have been soaked up by the casual market, and they are a great add for easing mana fixing.

Craterhoof Behemoth ($26): A great finisher for swarm decks, this might be too obvious if there is an Elf theme in one of the reprint sets. I don’t think they want to take an Elf deck and reprint it as-is, but as I said, I’ve been horrifically wrong about what Wizards will and won’t do.

Rise of the Dark Realms ($7): Big, expensive, splashy, and usually game-ending. Sounds like the definition of a card in Commander 2016.

Primeval Bounty ($6): Whatever you do after casting this, it gets significantly better. But it does nothing at six mana, yet it’s got this price. Ripe for reprinting!

Omniscience ($16): Another excellent candidate for a Commander reprint, it’s just silly, especially if the Reserve List gets bent and best buddy Academy Rector gets a reprint along the way too.

Gilded Lotus ($9): Don’t sleep on how good this card is, because it’s been in two large sets and as an FtV and yet it’s still here at $9. It’s a first-pick card in Cube too.

There’s a lot more things that I don’t want to have spares of, and I’ll try to wrap up the list next week. Feel free to add your thoughts in the comments or the forums!

Live from Grand Prix: New York, one week later

Written by: Douglas Johnson @Rose0fthorns
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Hey there! I have returned from Grand Prix New York, and it felt good to say hello to some faces that I haven’t seen since Vegas. Even if you don’t plan on playing in the main event (especially if you don’t plan on playing in the main event), I really can’t recommend Grands Prix enough as your foray into the next level of Magic. There’s just so much to do, no matter what your format. I’m going to delve into my experiences at the event, but first I want to preview what next week’s article is going to be based on a question I got on my previous piece.

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If you were really enjoying my Blueprint article last week, then I recommend sticking around for next Thursday when we dive into the above questions and more. While I may not know or care what Standard cards are going to spike, bulk is a niche I can write about. I could have gone into a lot more detail about the sorting process, but we’ll touch on that next week. Until then, let’s do a brief overview of some tips for buying and selling at Grands Prix, because I know I’ve gotten a non-zero number of requests about that and it’s still fresh in my mind.

Hotlists

So let’s start from a pretty basic level. What’s a hotlist? If you follow me on Twitter and hastily scrolled past all my tweets from this past weekend, you probably have the word “hotlist” embedded in your mind. Contrary to what I hope isn’t popular believe, vendors at the event want more than what’s on their hotlist. That whiteboard, chalkboard, or fancy digital screen that they have posted is just to get their foot in the door, and show you the cards that they’re really aggressively buying. A quick skim of the list can usually give you a solid idea of what format that vendor is most interested in, and if a large number of vendors have similar cards on their hotlist then you can use that as a decent indicator for what will be hot over the course of the weekend.

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Based on the above pictures, we can make some rational predictions for the cards we want to sell to different vendors. We don’t want to waste too much time selling our cards to seventeen different booths and waiting in line for hours, because we value our time at this event relatively highly. It looks like Channelfireball was really going hard on casual cards, paying damn close to retail on cards like Xenagos, God of Revels, Exquisite Blood, and Death Baron. We see multiple vendors paying $4 on Birthing Pod, which is curious considering how illegal that card is in Modern. Hareruya was at their usual top-tier of competitive staple buy prices, but they don’t really care about EDH or casual cards.

Do Your Homework

If you’re planning on attending these events and you don’t want to wait for people like me to snap pictures on Friday or Saturday, you can certainly email or message the stores beforehand to try to get an early hotlist. This gives you time to prepare and do your homework, so you can bring cards in hand with predetermined buyers on site. Print out that hotlist (or grab a copy of the vendors’ buylist from the table), and you’ll be much more efficient at this than 90% of the people in the room.

Adding to that, I’m going to repeat something I’ve mentioned before, just because its’ important. Those who plan on selling cards at those sweet hotlist prices should absolutely try to get into the convention center as early as possible on Friday, because the vendor prices will go down as they accumulate more of the cards that they’re paying aggressive numbers on. I got to the convention center at around 2pm on Friday, and even then I probably missed out on some good deals in the vendor cases.

Personal Hunt

So what kind of deals was I looking for personally? Well, other than finding some cards at buylist prices that we’ll get to later on in the article, I was on a mission to complete the foils in my Child of Alara deck. I needed an Expedition Stomping GroundBreeding Pool, and the cards in the picture below (The proxy is Lotus Cobra, for those who understandably choose not to read my penmanship). I also refused to pay more than the cheapest available copy on TCGplayer/eBay, as you should too. Again, we go back to doing our homework; if you write down the prices you’re willing to pay for cards that you’re specifically trying to hunt down at the event, you won’t have to waste data on your phone looking it up in the display case. I knew I wasn’t going to pay more than 65 for the Breeding Pool, 30 for the Exploration, and 20 on the Reflecting Pool.

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Screenshot 2016-05-11 at 4.05.46 PM

Success! I’m still looking for a Reflecting Pool (The cheapest one on site was 23, and there’s one on TCGplayer for 20 right now. I can wait.), but I put a solid dent in the rest of the cards on my list. I’m also looking for a replacement for Westvale Abbey, as that card did not perform well enough in testing to continue sitting in the deck.

Other Finds

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I didn’t only go to the GP to pick up cards that I was actually going to play with, though. I also wanted to find some sick deals on cards that i would be able to flip later on, and NM foil Collected Company for 32 at Hareruya seemed like a good place to start. The cheapest copies on TCGplayer right now are $40, so I shouldn’t have too difficult of a time moving these for $37-38 to the right buyer.

Binder Grinding

I found those CoCos in the display case, but most of the time deals like that will be snatched up very early on in the weekend by other grinders or passerby who happen to notice that a card is underpriced. The real treasures are in the low-end binders, full of EDH and casual garbage that the vendors don’t really care too much about. If you spend a few minutes looking through these binders, you’ll probably find some cards that jumped in price a while ago, but nobody updated them.

Screenshot 2016-05-11 at 5.20.12 PM
Usually the binders will range from $1-10 cards, and contain random EDH/casual/cube/old school gems
There were over 20 copies in the binder, but several of them were SP. Still though!
There were over 20 copies in the binder, but several of them were SP. Still though!

Sometimes there will be a bunch of a card that just doesn’t sell very well anymore; Considering Tasigur, the Golden Fang isn’t played in Modern anymore, vendors were in no hurry to hold onto copies. I found twenty-something copies in a binder at $2 each!

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Banned in Modern, but still easily playable in Commander!
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I paid $1.50 each for the top row, and $2.50 each for the bottom row; all foil!

Finally, I want to touch a little bit on the whole prize ticket system. After playing in a 2HG Sealed event and going 2-1-1, my teammate and I each received 110 event tickets. The exchange rate is one Standard legal booster pack for 10 tickets, so we can approximately estimate the retail value of a 10 tickets to be $3-4. While my friend and I blew our prize tickets on SOI packs to practice and jam Sealed decks against each other, I want to let you in on a little tactic I wish I had used.

Channelfireball had a lot of Standard legal singles in the display case that you could use prize tickets on, but one of the best values was the option to get Startled Awake for 10 tickets each. Now, you’re probably thinking: “But DJ why would I spend my hard earned tickets on a bulk mythic that no one cares about?” Well, I would tell you that Startled Awake had refused to drop down to bulk mythic status, and that you can still sell these things locally for $3 easy. That whole “double-sided mythic” aspect really takes a number on the supply, when you realize that there are approximately the same number of Startled Awakes in the world as there are Archangel Avacyn. I could have picked up eleven copies of Startled Awake, and sold them locally after coming home to the casual players on Facebook.

spook

End Step

Before we close for the week and begin our adventure to the world of bulk, I want to take a couple of paragraphs about Eternal Masters possibilities. I got into a discussion on Twitter a couple days ago about why I don’t expect to see Dredge in the set, considering they already tried it in Modern Masters 2013 and it really didn’t work in the Limited format. I think they’ll try to make reanimate a legitimate strategy, but through means like Faithless Looting effects and not Dredge.

With these predictions, I’m really expecting Golgari Grave-Troll and Darkblast to have significant gains in the next few months. If we don’t see either reprinted in EM but we receive other support in the set (Cabal Therapy, and to a lesser degree Ichorid), I can see both Dredge spells jumping in price because of how easily accessible the deck is other than Lion’s Eye Diamond.

On a similar note, I’m really expecting to see a tribal Elves theme in Eternal Masters. This set allows them to jam Glimpse of Nature and competitive elf friends while relieving some pressure from the casual Lorwyn elves. I’m expecting some combination of Elvish HarbingerNettle SentinelWirewood LodgeImperious Perfect, and Jagged-Scar Archers to make the cut. I think they want to let you build “Legacy Elves” with a mix of casual and actual Legacy elves, and I don’t believe that Consiracy would let them build that kind of Limited environment.

 

What’s in a Deck?

Time is a luxury we can rarely afford. When we do have such a luxury, doesn’t it make sense to make the most of it? The current undertaking for this column is to go through the five projected Commander 2016 decks and predict exactly what we expect to be printed in them so we can be ahead of those reprintings and also maybe pick out some cards we don’t expect to be printed that pair well with those cards that could have some upside. If we expect a lot of tokens in a deck, for example, we can reasonably expect Parallel Lives to be in the deck and maybe that will affect our buying behavior and depending on the degree of confidence in that reprinting we’ll think about selling. But in the same breath, we look at a card like Eldrazi Monument which was just reprinted and is very unlikely to be reprinted again but which will have some upside with tokens. We might want to sell Awakening Zone and buy From Beyond.

However, while it’s easy to guess the big rares that could get reprinted, it might be healthy to look at everything that goes into a deck to see what all we have to be ready for. Being able to predict a staple uncommon reprint or new art on a common may be just as instructive. For example, do you know how many rares and uncommons are in a Commander 2016 deck? Because I don’t! I’m serious – I am 250 words into the article where I’m going to discuss it and my plan is to look it up as I’m writing about it. You’re going to read the article once it’s finished and edited so you won’t know how foolhardily it was written and I’ll probably look by the end but I had a plan, but I want to let you all peek under the curtain and tell you, NOPE, I have no idea what’s actually in these decks. You probably don’t know, either, do you? Who cares? Value is in them. Staples. New goodies. You tear the deck open, you take out the chase rares and stuff you want to play with and put all the other chaff in a pile. The worse the deck is, the bigger the chaff pile is. I have busted open the Prossh deck a bunch and I have a pile of Hua Tuo, Honored Physician big enough to choke a baby to death. I mean, three copies could probably do that, though, so that’s pretty lame hyperbole. And my baby is at the stage where she tries to put everything in her mouth so if she comes across my stack of them, she’s probably going to do her level best to choke on them. Do you understand how dangerous precon deck chaff is? It’s a baby choking hazard and that’s about it.  In order to properly guage how dangerous one of these decks is to a new father like me, I’m going to have to actually look at what goes into one of these decks.

Wade Into Battle (The Boros One) 

Creature (30)
1 Stinkdrinker Daredevil
1 Taurean Mauler
1 Dawnglare Invoker
1 Magus of the Wheel
1 Desolation Giant
1 Fumiko the Lowblood
1 Hunted Dragon
1 Stoneshock Giant
1 Thundercloud Shaman
1 Warchief Giant
1 Oreskos Explorer
1 Herald of the Host
1 Kalemne’s Captain
1 Anya, Merciless Angel
1 Sunrise Sovereign
1 Hammerfist Giant
1 Inferno Titan
1 Dawnbreak Reclaimer
1 Sun Titan
1 Hostility
1 Jareth, Leonine Titan
1 Victory’s Herald
1 Sandstone Oracle
1 Hamletback Goliath
1 Arbiter of Knollridge
1 Borderland Behemoth
1 Dream Pillager
1 Magma Giant
1 Angel of Serenity
1 Gisela, Blade of Goldnight
Sorcery (5)
1 Breath of Darigaaz
1 Fiery Confluence
1 Disaster Radius
1 Earthquake
1 Meteor Blast
Instant (2)
1 Fall of the Hammer
1 Orim’s Thunder
Artifact (17)
1 Sol Ring
1 Blade of Selves
1 Boros Signet
1 Coldsteel Heart
1 Fellwar Stone
1 Lightning Greaves
1 Mind Stone
1 Thought Vessel
1 Basalt Monolith
1 Boros Cluestone
1 Darksteel Ingot
1 Loxodon Warhammer
1 Urza’s Incubator
1 Worn Powerstone
1 Seer’s Sundial
1 Dreamstone Hedron
1 Staff of Nin
Enchantment (5)
1 Curse of the Nightly Hunt
1 Banishing Light
1 Faith’s Fetters
1 Rite of the Raging Storm
1 Warstorm Surge
Land (39)
1 Ancient Amphitheater
1 Blasted Landscape
1 Boros Garrison
1 Boros Guildgate
1 Command Tower
1 Drifting Meadow
1 Evolving Wilds
1 Forgotten Cave
1 Secluded Steppe
1 Smoldering Crater
1 Terramorphic Expanse
1 Vivid Crag
1 Vivid Meadow
1 Wind-Scarred Crag
14 Mountain
11 Plains
Tribal instant (1)
1 Crib Swap

That looks pretty intimidating, so let’s look at just the rares first.

Taurean Mauler
Magus of the Wheel
Desolation Giant
Fumiko the Lowblood
Hunted Dragon
Kalemne’s Captain
Anya, Merciless Angel (Mythic)
Sunrise Sovereign
Hammerfist Giant
Inferno Titan (Mythic)
Dawnbreak Reclaimer
Sun Titan (Mythic)
Hostility
Jareth, Leonin Titan
Victory’s Herald
Hamletback Goliath
Arbiter of Knollridge
Borderland Behemoth
Gisela, Blade of Goldnight
Dream Pillager
Magma Giant
Angel of Serenity (Mythic)
Fiery Confluence
Disaster Radius
Earthquake
Blade of Selves
Loxodon Warhammer
Urza’s Incubator
Seer’s Sundial
Staff of Nin
Warstorm Surge
Ancient Amphitheater

The whole deck is $60 if you add up the values of the cards, and it’s largely carried by the $9 Blade of Selves which basically wasn’t a consideration when they built the decklist to be around $40 in cards adjusted for how they expected the reprintings to shrink values. They were guessing, but they didn’t do too badly. Incubator shrunk to $5, Gisela to $4.50 and Inferno Titan and Sun Titan were crushed, hitting $1 and $2 respectively.  Here’s another surprise –

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This card is poised for a price jump and I think we have Nekusar to blame. See that buylist price? That’s about to mess stuff up in a big way. Looking forward to it.

OK, so we have 100 cards and of those 100, 28 are rare and 5 are mythic. That’s a lot of rares to try and get to add up to a reasonable number. Even though they expect prices to fall, they don’t want the cards in the deck to be like $100 or there will be a run on that particular deck. They have to try and balance things so they get a price aroundish MSRP for the deck, although Commander 2015 decks are all between $50 and $60 total, owing to some solid $10ish new cards like Command Beacon and Blade of Selves. I’d say Commander 2015 did exactly what they wanted, and since they did it 5/5 times, I’d predict they can expect the same level of success for Commander 2016.

That means if we look at a hypothetical UW fliers deck and assume they print a $10ish new card like Blade of Selves and a $5ish one like Magus of the Wheel (And not Fiery Confluence like a lot of people expected) we’re looking at about $30ish +/- $5ish (I feel like I’m one ish away from looking like I have no idea what I’m talking about) in value, predicated on cards losing some value from the reprinting. While we’re looking at prices, what did the reprintings do to the values of some key cards in this deck?

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a $14 card became a $6 card

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Twice.

Other interesting things happened

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Cards whose prices were stable after multiple reprintings mostly shrugged off the effect of the Commander 2015 printing. Sun Titan only fell off about $1 and some places haven’t even bothered to update their inventory to reflect the lower price on older versions because they’ll eventually sell. We saw this with multiple cards with multiple printings.

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Cards that have been printed a lot, and not always in Commander sealed product, shrug off reprints a little better and their prices are a little easier to predict.

However, the reprintings may have been too much for cards under $2 that may have seen this mass printing as the straw that broke the camel’s back.

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Relative adoption is obviously a factor – way more people play Lightning Greaves in EDH than play Seer’s Sundial, but that discrepency contributes as much to the higher place in the first place as it does the increased supply being too much for the demand to soak up. I think figuring out “tiers” of cards is fine since these factors seem to account for each other.

There aren’t too many EDH cards with multiple reprintings that are over $10, so we can expect a few things provided they don’t decide to print one of those cards. If they do, we should be able to predict that based on seeing a few cards from the decks or even doing our “What does the wiki say these colors do?” analysis like we did with Azorius last week. For now, I’m going to talk about a few general things to expect.

  • $15ish cards with a single printing that aren’t mythic are getting cut in half. This didn’t happen with Wurmcoil in Commander 2014 but we saw it across the board in Commander 2015.  There are a ton of examples – Black Market, Gisela, Eldrazi Monument – the only deck without a good example is the Izzet one and that has practically only one valuable card anyway and it’s new.
  • $5ish – $10ish cards with multiple printings are that price for a reason. The new supply didn’t pants the price completely because people just used the copies in decks right away rather than flooding the market. There are a lot of examples of this, as well. Lightning Graves, Phyrexian Arena, Solemn Simulacrum, Eternal Witness. If an uncommon is worth more than most of the rares in the deck, don’t expect the reprinting to pull the price down much.
  • Anything that starts under $3 or so is most likely going to end up around $1. A few exceptions to this were the Titans but those, despite their many printings, were printed at mythic and are very popular cards. Most cards in the lower tier, even at the top end, took hits, even really solid cards like Prime Speaker Zegana. Expect most of the rares and even mythics to end up here even if they don’t start out there.
  • New printings of popular commanders can hold a lot more value than people thought. $4.50 for Karlov and $7.50 for Meren probably surprises a lot of people. Maybe it shouldn’t. While a good commander printed in a set like Shadows over Innistrad isn’t expected to do much in non-foil, the only way to get Meren is to buy the precon for $40 or deal with someone who did. Also, not being available in foil at all means the precon version is the “best” version unless a judge foil comes later.

Wizards seems to have dialed in how to make cards for these decks that end up between $7.50 and $10. They don’t make a ton of bulk rares out of the brand new cards they print and every deck seems to have at least one new card that is in this range. There are 2 in the Golgari deck, but that is not that big a deal. They aren’t making True-Name Nemesis anymore and that’s a very good thing for players. The decks are very balanced price-wise this time around and that’s going to be good for players because they can buy the deck that fits their play style without worrying about speculators buying every copy of the deck like we did with Mind Seize. Everyone is a speculator when the value is that obvious. Barring that this next time around, if we do get some sort of fliers deck, can we try and guess specific cards based on three tiers of prices rather than just the one tier like we tried to do a year ago (trying to find that set’s “Wurmcoil Engine”)?

The amount of times they’ve reprinted cards like Solemn Simulacrum makes me think that cards we considered unreprintable before may not be the sacred cows we once thought. If we do get a fliers theme and a flicker subtheme like I’m not even super convinced we will (although birds sounds a bit boring) I think we  can take a whack at some of the cards.

Mythics

New $10 mythic commander
New $1 mythic commander
Reprint $1 mythic commander (Brago? Lavinia? Some bird guy?)
Frost Titan ($1 -> bulk)
Sphinx’s Revelation at mythic? ($7 -> $4ish)

Rares or Expensive Uncommons

Aven Mimeomancer (bulk)
Emeria Angel ($2 ->$1)
Aven Mindcenser ($12-> $8ish, hopefully)
OR, probably not AND
Restoration Angel ($15 ->$8-$10ish, hopefully)
Duplicant ($9 -> $6ish)
Knight-Captain of Eos (bulk)
Gravitational Shift (bulk)
Glarecaster (bulk)
Windreader Sphinx (at rare, not mythic)
Adaptive Automaton ($5 -> $2)
Cyclonic Rift ($7 -> $4)
Stormtide Leviathan (bulk)
Archon of the Triumvirate (bulk)
Reveillark ($7 ->$4ish)
Azor’s Elocutors (bulk)
Peregrine Drake ($4 -> $2, up to $3.50 in a year)

You get the idea. Most of those cards mesh well with whatever strategy ends up being employed and they won’t upset too many things in terms of prices. It’s interesting to try and pick out how you would construct an entire deck worth of rares and saucy uncommons (I gave up and didn’t do all 28 rares, but I put the important ones) rather than just try and guess one big mythic or rare. This way we can look at cards less likely to get reprinted and evaluate their upside. Eldrazi Displacer is pretty new to be in a flicker deck and Great Whale is on the Reserved List but those could both have some upside, for example. Predicting they might put Deadeye Navigator (I don’t think they would because people complain about it too much) is cool, but predicting Eldrazi Displacer has upside if they do is cooler. Next week I’ll take everything we came up with today into account when I look at the next color combination on the wiki. Until then!

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