Two-Sigma Bets: NFL Week 12 SGP playbook

Two-Sigma Bets: NFL Week 12 SGP playbook

An SGP and live betting gameplan to exploit the highs-and-lows of NFL games

HC

@contextcapper

NFL trader/SGP strategist

NFL trader/SGP strategist

NFL trader/SGP strategist

Sunday, November 26, 2023

Sunday, November 26, 2023

Sunday, November 26, 2023

This season, I'll be focusing on NFL games with high expected volatility and outlining actionable plans of attack for SGP construction and in-game betting.


Good news? We have officially reached that magical period between Thanksgiving and Christmas, where we can all hopefully catch our breath a bit and enjoy some much needed respite.

Bad news? I whiffed on not getting this note out early for the Thanksgiving games.

As those in our Discord know, I manage an "NFL Rewind" channel, where I share some notes from rewatching select notable games from the week prior. In this week's edition, I focused on the Bears/Lions and Packers/Chargers. I was impressed with Love and outlined how this Packers offense may be on the rise.

Based on these observations, I built a 20:1 core SGP targeting Love/Dobbs overs, a competitive Packers offense, and the game total over. Cha-ching.

All of which is to say: I welcome you to join our Discord (DM me for an invite). Steal some insights, share your perspective, and help us whiteboard different SGP angles/builds/variants.

That said, let’s get to week 12.



NFL Week 12 SGP construction:

Given the light post-holiday slate, I'm weaving in some non-SGP standalone angles. I'm targeting a trio of RBs facing bottom 5 QBs.

If Derrick Henry is going to have a classic showing this season, this is when it happens (with perhaps one big late breakaway run as the cherry on top). Carolina has been sneaky mediocre-to-good vs the pass (haven't allowed a single 300 yard passer), and in a low-scoring, slow-paced game, I'm betting on a lot of Henry work vs a much more vulnerable run defense. The Panthers defense is bottom 5 in allowed EDP on run-heavy drives, and opposing offenses are exploiting that weakness - having run-heavy drives vs the Panthers defense 57% of the time (that's a top 3 rate).

Jaylen Warren has gone over the century mark in back-to-back games - and now gets a new OC, who surely wants to put his best players in better positions to be successful. The Steelers offense obviously hasn't been good this year - but their run-heavy drives are earning 1.3 points-per-drive vs their pass-heavy drives earning just 1 point-per-drive. The Bengals defense is top 6 in missed tackles and are giving up an explosive play on a league worst 38% of drives - yikes.

Rhamondre Stevenson is facing a team giving up 155 yards/game on the ground over the last 3 weeks. Bill B is visibly exasperated with his QBs' performance this season, and I expect the Pats offense to lean into their known strengths and grind out a run-heavy gamescript vs an exploitable Giants run defense with mounting injuries. Bill B gets an extra week and more game-tape on a backup rookie QB, so I'll likely also be targeting other Patriots-led angles. Get creative.

 

RB Moonshot (120/1)

  • Henry O 109 yards

  • Warren O 99 yards

  • Stevenson O 98 yards


This alt game-script assumes both offenses see a surprise uptick in explosive performance (Bengals currently generating an explosive play on only 20% of drives vs the Steelers on 26% of drives - both bottom 10).

Jake Browning looked capable enough coming in for injured Joe Burrow last week, particularly when targeting Jamarr Chase. A one-off spot where he looks comparable to a Will Levis-like showing with deep passes down the field, assisted by a top 5 NFL weapon, is not as improbable as the market is pricing. The Steelers defense plays man-coverage at the 4th highest rate, and we know this is where elite, speedy WRs can feast. As shown earlier, the Steelers defense is also bottom 5 in xDR (explosive drive rate), allowing a 20+ yard play on 36% of drives. I think Browning is competent enough to take advantage.


Moonshot (168/1)

  • Browning O 286 pass yards

  • Chase O 135 rec yards

  • Warren O 99 rush yards


I'll also experiment with a few lower-threshold versions of this, including swapping Warren for someone like George Pickens (assuming my 'new-OC focuses on the run' thesis is wrong and the Steelers instead attack a more vulnerable Bengals pass defense).


Good luck, Kings. Let's have a weekend.



Meet the author

@contextcapper

NFL trader/SGP strategist

Meet the author

@contextcapper

NFL trader/SGP strategist

Meet the author

@contextcapper

NFL trader/SGP strategist

Made in

New York City

Buit by

Wall St. pros

©2024 Prowess Sports, LLC

Made in

New York City

Buit by

Wall St. pros

©2024 Prowess Sports, LLC

Made in

New York City

Buit by

Wall St. pros

©2024 Prowess Sports, LLC