You wanted it, you got it. The final 2020 QB STEW composite for Josh Allen. I will sit down and do all the NFL QBs soon.

#2 in CPOE
#3 in EPA/play
#5 in ANY/A
#3 in QBR
#4 in passer rating
#3 in DVOA
#5 in PFF grade

STEW score of 3.57. For reference, Wentz in 2017 was 4.71.

More from Sport

Thread:
Happy Birthday @therealkapildev
Kapil Dev was always present, in every cricket-crazy consciousness of India of my boyhood

#onthisday #cricket

One just had to close one’s eyes & the graceful, lithe run up could be seen, leap before delivery, head tilted to the left, right hand close to the chest left raised in front of the face, and then the left arm extended outwards as the right came around to send down the delivery

All through the 1980s with more cricket being telecast one found almost every cricket pitch, from coaching centres to school games, full of bowling actions that were almost exact replicas of the great man’s. Yes, Indians could bowl pace, successfully, and Kapil had shown the way

Anyone with more than a few paces in his run up seemed to follow in his excellent steps, at least as far as running up to the wicket was concerned. Almost every young lad in the country aspiring to bowl pace at any level of the game emulated the action.

From the early eighties, some occasionally tried to model their run up on Malcolm Marshall, although few managed the pace. One or two made a decent caricature of Imran Khan. But by and large, the template remained uniformly Kapil.

Nate McMurray
@Nate_McMurray

Open Letter: “Is this Nate?”

It’s sizzling in my chest, so here it is. I don’t want to hurt the poor guy who called me—probably forced to call me—but it needs to be said. Yesterday, at about 11:00 at night, I got a call from a representative of the Governor’s office.

A nice guy. But last night, this guy wasn't so nice. He told me, with profanity and threatening piñache, that he’s, “not f##cking happy” about a tweet that I sent out. I didn't even know what Tweet he was talking about. But it turns out, he was mad that I criticized the . . .

Governor’s plan to go to the Bills game because only 6.500 people were allowed to go and I felt it reinforced the belief—incorrectly or correctly—that the #COVID restrictions do not apply to elites. Pretty mild, but I’m a team player. If this man had just called me . . .

and told me that I misunderstood the facts, got it wrong, I would have taken the Tweet down. But again, he called me at 11:00 at night. Swearing. Keep in mind, at this point, I’m just a taxpayer. I’m not running for office. I have no more connection to the Governor than you ...

Please put yourself in my shoes. An emissary for one of the most powerful politicians in America called me, late on a holiday evening, looking to take my head off. Disturbing. This isn’t the first time some elite Democrat called me—either directly or indirectly—over the past...

Ritesh
@Sachislife_

Nostalgia Merchant

A Thread on players from the 90s (some of my favourites).

1. Sachin Tendulkar

David Andolfatto
@dandolfa

It's Sunday, Fed blackout, am recovering from soccer match, sipping on double espresso, so of course a perfect time to take on Tyler Cowen here. 🙂

It is hardly phony, especially on social media, to refer to IS-LM models and the like as \u201cKeynesian.\u201d Krugman pushing it and, for better or worse, rising in popularity.
— tylercowen (@tylercowen) January 17, 2021

Like many people, I enjoy reading Tyler's blog. But there are times (alright, many times) I disagree with him. This is no big deal. I also disagree with myself sometimes (especially my past self). But his recent post left me

What is he trying to say here? After thinking about it for a bit, I think he's critiquing the idea that "running the economy hot" leads to employment *and* real wage gains. Perhaps the former, but only at the expense of the latter. At least, this is what a textbook IS-LM model

tells us if one "runs the economy hot" through increased fiscal stimulus (on consumption and transfers, not public infrastructure investment). If this is what he meant, then he should have just said so, instead of labeling this a "Keynesian" proposition.

In fact, this property follows as a *neoclassical* proposition that is embedded in the IS-LM framework. (For non-economists, note that Keynes did not invent IS-LM; the framework was developed later by Hicks as an interpretation of *some* parts of the General Theory.)

Mike Meltser
@MikeMeltser

THREAD

Can we talk a little bit about what Cal McNair is about to do to the NFL, and the leverage owners have had over players for roughly 100 years?

I would be FASCINATED to know what the NFL league office and other owners are thinking about the Watson/Texans standoff

Every 8-10 years, the owners and players negotiate multi-billion dollar CBA agreements, where the owners are trying (and succeeding) to maintain leverage over players through the salary cap, franchise tag, penalties over holdouts, etc. etc.

if a 25 year old QB forces his way out of an NFL team, it's a Crossing the Rubicon moment. It's never happened before in NFL history, and it would be almost solely due to Cal McNair's inability to properly run an NFL franchise

if the Texans trade Deshaun Watson, it sets a major precedent. I don't expect it to happen often, but if it happens once, it will happen again with another young QB

The Texans already screwed the rest of the NFL by allowing Bill O'Brien to make the incredibly impulsive Laremy Tunsil trade, getting hammered in the contract negotiation, and completely re-setting the market for left tackles in the league, which other teams now have to deal with

A THREAD ON @SarangSood

Decoded his way of analysis/logics for everyone to easily understand.

Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen

1. Keeps following volatility super closely.

Makes 7-8 different strategies to give him a sense of what's going on.

Whichever gives highest profit he trades in.

I am quite different from your style. I follow the market's volatility very closely. I have mock positions in 7-8 different strategies which allows me to stay connected. Whichever gives best profit is usually the one i trade in.
— Sarang Sood (@SarangSood) August 13, 2019

2. Theta falls when market moves.
Falls where market is headed towards not on our original position.

Anilji most of the time these days Theta only falls when market moves. So the Theta actually falls where market has moved to, not where our position was in the first place. By shifting we can come close to capturing the Theta fall but not always.
— Sarang Sood (@SarangSood) June 24, 2019

3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result

He believes in a market operator, if market mover sells volatility Sarang Sir joins him.

This week has been great so far. The main aim is to be in the right side of the volatility, rest the market will reward.
— Sarang Sood (@SarangSood) July 3, 2019

4. Theta decay vs Fall in vega

Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.

There is a difference between theta decay & fall in vega. Decay is certain but there is no guaranteed profit as delta moves can increase cost. Fall in vega on the other hand is backed by a powerful force that sells options and gives handsome returns. Our job is to identify them.
— Sarang Sood (@SarangSood) February 12, 2020