Fantasy football strategy, rankings, and podcasts

Entering into week 4 and I want to change things up a bit. Moving forward, I am going to do a quick early week preview for some of the games I am liking early that week. Thursday night I will put my official drinkfive.com picks out. The goal is to dive a bit deeper each week into the strategies and trends I use to make my bets. I will also give plays or leans I have on each of these games outside of the official picks later in the week.

Last week we went 2-1 bringing our season record to a profitable 6-3 so far. Contrarian bettors have been on fire to start the season! Through the first 3 weeks, dogs are 30-18 ATS (62.5%) with away dogs seeing the best profitability at 19-10 ATS (65.52%). Unders have also been incredibly profitable with a 28-20 record to the under (58.3%). It’s a great start to the year, but if blindly following dogs and unders was all it took then we’d all be rich. I expect some regression at some point as the books get sharper with their lines and adjust. In the meantime, we stick to our contrarian roots to take advantage of extra value, but we also check off trends, systems, line movement, and any other edge we can find to make the best bet!

Note:  The spread number will always reflect based on the home team and does not represent my pick or play.

Jacksonville at Cincinnati -7.5 O/U 46:

The 2-1 Bengals host the 0-3 Jaguars in the week 4 Thursday Night matchup. This line opened at 7.5 and has pretty much stayed put since. The Bengals are getting 75% of the bets and 77% of the money and despite that lopsided betting we have yet to see major line movement. The lack of line movement is a classic line freeze, especially with the lopsidedness in betting, however this is a game I am not getting involved in from a spread perspective. The pros are all over Jacksonville and they have to be because 7.5 is a big number for any team in the NFL so it’s purely the value play. 

I do have this game in 4 separate teasers where I have Cincinnati teased down to -1.5. I also have a 1 unit bet on the under in this game as well. I got this at 46.5. The line opened at 47 and was bet down to 46.5 immediately, since then it has bounced around between 46.5 and 45.5. Bets and money are all favoring the over, but we see a dip in the line signaling reverse line movement. I am usually a fan of Thursday Night unders anyway because teams have less time to prepare, less time to heal up, and in general are off their normal routine.

Detroit at Chicago -3 O/U 42.5:

The early line opened Detroit +6 before being bet down to +3.5 by Sunday night. I am kicking myself for not jumping on this one early!  Detroit is taking the bets (78%) and the money (94%) early in the week which is what has led to the continued drop in the line. I even see a couple of 2.5’s on the board as of writing this. This is a divisional game and with that comes a built-in familiarity between the teams. The first goal for every NFL team is to win their division, so regardless of personnel or coaching changes these teams are built to compete with the teams in the division. This is usually something I feel I can take advantage of with divisional game underdogs. The bottom line in this one comes down to the very simple fact that Detroit is better coached. The Bears are at home, and they are coming off of an embarrassing loss, and we don’t know who the QB will be yet so I am laying off until later in the week.

I lean Detroit on this one at anything +3 or better. While they are 0-3 this season they have shown more than I think most of us expected to see this season. I think Matt Nagy has lost the locker room, while Detroit continues to fight hard in some tough early season games. This is a game I can see Detroit winning outright so I am also going to track the ML odds and sprinkle a little on it when I feel like I am getting my best value.

Cleveland at Minnesota +2 O/U 52:

This game is similar to the Carolina Dallas game in terms of my excitement level to bet it this week. This line opened with Cleveland favored at -1 and has since been bet up to 2, and even some 2.5’s. Cleveland has 70% of the bets and 90% of the money. To me this is purely a week 3 overreaction to Cleveland handling a very bad Chicago team and having the better record. Minnesota’s losses are to the Cardinals and the Bengals, both teams have winning records early in this season, and I do not think the Vikings are getting credit yet for how good those teams may be this season. The value here is too good to pass up; this game should be closer to a pick’em. If you want to feel better about this bet, throw Minnesota into a teaser bet and stretch that number across TWO key numbers in 3 and 7!

As I was writing this I grabbed Minnesota +2.5 because I don’t see any chance that the books move to this to 3 at any point this week. I also have Minnesota in a couple of teaser plays.

Kansas City at Philadelphia +7 O/U 54.5:

This one stinks, but this is a great example of how overreaction can create inflated value. The line on this game opened at 6.5 Sunday afternoon and bet down to 5.5 by Sunday night after the Chiefs lost, then hovered around 6 for most of Monday before jumping to 7 and 7.5 after the Eagles poor performance on Monday Night Football. The betting is predictably lopsided with KC grabbing 87% of the tickets and 98% of the money. I have a feeling a big part of the money coming in is in the form of teasers on KC. I have also teased the Chiefs down to 1.5-point favorites. I just don’t see a world where Mahomes loses 3 games in a row, not yet anyway. That being said, the Chiefs inability to cover the spread, slow start, and a big number on this game has me leaning Eagles early in the week. It’s a disgusting play, I know. 

Right now, this is only a lean to the Eagles and I would need to get it at 7.5 at least. I do have the Chiefs -1.5 in a couple of teasers already locked in. I have no love or opinion for the total in this one.

Carolina at Dallas -4.5 O/U 50.5:

Both the Panthers and the Cowboys remain undefeated ATS through the first 3 weeks of the season. Only one of them, barring a push, will leave week 4 remaining undefeated. This has been a crazy line to track and follow early in the week after opening early Sunday at 4 and jumping to 5.5 by Sunday night. The line has continued to bounce between 4 and 5 since. Bets are split 50/50, but the money is favoring Dallas with 67%. Typically, early week money is something that signals sharp action, which would be in favor of Dallas at this point. I am not making a play on this game yet, but I am heavily leaning Carolina in this game. Dallas is coming off a huge win on Monday Night Football against a division rival and is prime for a let down spot. Carolina has had extra rest and prep time, playing in last weeks Thursday night game, and have the top ranked defense in DVOA.

This number has been bouncing and if it gets back to 5 I may jump on it regardless of the day of the week. Dallas always draws heavy public action, plus they are coming off of the big prime time win where everyone saw them play. Right now, this is Carolina or no play for me. I also like the under in this game. It has been bet up from 48.5 to 50.5 and the bets and money are on the over, however I think this is inflated and I am looking to catch the high number before it dips back down again. No plays made yet, but this is a great betting game for week 4!

Seattle at San Francisco -3 O/U 52.5:

Both the Seahawks and the 49ers are coming off of a loss to NFC North teams and now face a division rival. You will come to know this about me, but I key into division matchup games immediately and I love division dogs! In this case especially we have a short division dog with a spread of 3 or less. This line opened at 3.5 and fell through the 3 to 2.5 Monday morning before settling at 3 (-115). Seattle is 1-2 while the 49ers are 2-1, which makes Seattle the more desperate team in this matchup. Russell Wilson is covering 65% of the time as a road dog in his last 33 games. Meanwhile, Shanahan is awful as a favorite going 8-19-1 (30%) in his last 28. If trends aren’t your thing, and you don’t like picking the highly bet (70% bets) and highly bought (78% of money) Seattle team, then consider the X and O’s; the 49ers run a man to man defensive scheme that is prime for Russ, Lockett, and Metcalf to pick apart.

I have a half unit bet on Seattle +3 -115 already in play. We will see what happens later in the week and if the opportunity presents itself to put the other half on them at +3 or better I will pull that trigger. This is a high total, but I see a high scoring game, I am just not sure if I can bet either way on this one confidently this early in the week.

Baltimore at Denver +1 O/U44.5:

It feels wrong to end with my last two picks being the “square” picks in terms of early week ticket and money count. Baltimore has seen 82% of bets and 88% of money since opening up at 1.5-point dogs on the road against the Broncos. I know Baltimore barely beat the Lions, if not for a record setting field goal by Justin Tucker, and the Broncos are 3-0, but let’s look at who these teams have each played. Baltimore lost in OT to the undefeated Las Vegas Raiders, beat the Kansas City Chiefs and Detroit Lions, as previously mentioned. Denver has played the Giants, Jaguars, and Jets who are a combined 0-9 to start the season. I am far more willing to give the Ravens the benefit of the doubt for looking past the Lions after a huge win against a conference rival in week 2. Denver, on the other hand, doesn’t have anything near a signature win. The wrong team is favored and I would not be surprised to see this line close at a PK. 

This was my favorite bet early this week. I am on Baltimore +1.5, Baltimore +110 ML and I have them in a teaser play at +7 crossing the key number of 3 and landing on the key number of 7.

The secret to a good offense is balance. But what rings true in the NFL is not always true for fantasy football. Sometimes a team with a huge imbalance can be very helpful for fantasy - or at least tell us what we should be avoiding. Let’s have a look at teams who are on both sides of the run/pass balance sheet. First up is the team that is running the ball far, far more than any other team in the league.

Chicago Bears - Run 67%, Pass 33% - The Bears are tied for the fewest plays per game in the league, so it’s not as if this offensive imbalance can be exploited all that much. What we do know for sure are two things. One, that this can’t last forever. Eventually, they will have to throw the ball. The Bears run the ball 10% more than the next highest team on the run-heavy side. That’s just absurd. Fields has only one game with double-digit completions, and that tops out at 11. He’s bound to throw the ball more, eventually. Until then, he’s a sit in all formats. Along with any pass catcher on the Bears.

Justin Fields has the same number of rushes and completions this season. The Bears are running the ball this much because their offense is basically anemic. The second thing we know is that there is only one fantasy player worth starting on the Bears, Khalil Herbert. The silver lining we can take away from the analysis of this imbalance is, I suppose, that we can feel confident in starting a backup RB while David Montgomery is out. When he comes back, it’s all going to be thrown into chaos again.

General Analysis - Though it’s not a hard rule, it can generally be interpreted that running the ball too much in this league is a sign of a bad offense. Only 3 of the teams that run the ball more than 50% of the time are in the top 10 of scoring. In the NFL, you need to have a good run game to be good, but you need to be good enough to not have to use it that often. The most balanced team - the one closest to a 50/50 split - is the Tennessee Titans (50.7% run/49.3% pass), and there are only 6 teams that run the ball more than they do. This is clearly a passing league.

Let’s look at the best offense in the league for a moment. The Detroit Lions have scored 140 points in 4 games, and are right smack in the middle of the pack when it comes to run/pass. That doesn’t mean they are 50/50 - they are actually 42.4% run and 57.6% pass. They just have found the best balance that works in today’s NFL. They are 16th in run% and 17th in pass%. The second-best offense in the league, the Kansas City Chiefs, are just two spots away from the Lions, leaning towards the pass. Both teams have found the sweet spot of the run-to-pass ratio that is keeping offenses honest and keeping their teams scoring points - the only two in the league to be averaging over 30 points per game.

New York Jets - Run 30.8%, Pass 69.2% - Now we look to the Jets, the team with the biggest imbalance in the league. The Jets throw the ball 4% more than any other team. Despite this imbalance, they are in much better shape than the Bears. The Jets are in the middle of the pack when it comes to scoring points (18th), and actually have the 8th most yards from scrimmage in the league. Even though they’re imbalanced, they are still moving the ball a lot since their imbalance comes due to the pass, instead of the run. Passing plays just rack up more stats and that’s a fact. The Jets, with their 5.5 NY/A (net yards gained per pass attempt) are only 24th in the league. It’s still higher than the Bears 5.2 Y/A running the ball, which is a shiny 4th in the league!

Now that we’ve established that passing the ball is intrinsically more valuable than running the ball, even when you are at either extreme, what fantasy insight can we glean on this Jets team? Well, they do have tons of completions - the second-highest number of receptions (tied for 3rd in the league), so there’s lots of value in PPR formats. Unfortunately, they do spread the ball around a ton. Already, 6 players have at least 15 receptions through 4 games. Their leading pass catcher, Tyler Conklin, has 21 catches on the season and is tied for 21st in receptions - I do love fun coincidences like that one. The Jets like to spread it around so much, they even have 4 players who have thrown pass completions already this season. 

Perhaps if the Jets had fewer offensive players to choose from, they would have one or two stand out in fantasy. As it stands, the Jets only have one player who is in the top 10 of points at his position, Tyler Conklin, currently the TE10. The other high water marks are Breece Hall (RB) and Garrett Wilson (WR), both at 19 of their respective positions. I believe that perhaps the most accurate conclusion we can draw from our two examples thus far is that it’s not a good idea to have fantasy players from any team on either extreme of the run/pass split. At least the Jets are running 70 plays per game and have fantasy value based on their expected volume alone, though there are no studs to be seen.

Buffalo Bills - Run 36.3%, Pass 63.7% - Finally, let us take a look at an offense that is unbalanced AND performing well. The Bills are 5th in the league in terms of total points with 114, and they are 6th when it comes to being a pass-heavy offense. The Bills are obviously a good, talented team, whereas the previous two are not. Take a look at where just a few stats can make a world of difference. The Bills have a 6.7 NY/A when passing and are able to squeeze many more fantasy points out of their passing game compared to the Jets, who threw the ball 23 more times, but actually have 2 fewer completions! It’s not about how much you do the thing, it’s about how well you do it.

The Bills are also running the ball efficiently with the time they do run it, probably because defenses have to defend the pass so much. They are gaining 4.8 Y/A, the 11th best in the league, and not that far behind the Bears. Since the best runner on the Bills is Josh Allen, this sort of ruins any chance they have at a candidate for a good fantasy RB. Their best is Devin Singletary, at RB26. They do have Allen all the way up at QB2, and Stefon Diggs at WR2, so it’s clear that their more focused, pass-heavy offense is netting tons of fantasy points.

So, what conclusions can we draw from this exercise? First, it’s not going to help being the team that runs the most or passes the most if you don’t have the right players to exploit it. Chances are, you’re just being forced into those situations because you’re a bad team. Second, it’s best to be in the middle of the pack regarding the split (somewhere around 42% run, 58% pass) to find the most offensive success. Third, you need to have all-pro players to really be a predictable offense and still succeed. If you do not have those players, you are going to struggle to find fantasy success. As much as we want our players to dominate touches or carries, your average player is going to be more likely to excel on a more balanced team.