Comments on: Insider: The Financial Implications of Monday’s Announcements https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/ Play More, Win More, Pay Less Tue, 18 Jan 2022 02:46:10 +0000 hourly 1 By: Corbin Hosler https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42632 Fri, 01 Feb 2013 06:10:33 +0000 http://www.quietspeculation.com/?p=35820#comment-42632 In reply to maxiewawa.

I believe you’re right. I was trying, in the article, to look at the worst-case scenario. My being wrong on that end is even better for the “keep shocks” play, which is what I’m advocating.

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By: Timothy Olliges https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42631 Fri, 01 Feb 2013 05:26:37 +0000 http://www.quietspeculation.com/?p=35820#comment-42631 In reply to Corbin Hosler.

Ultimately, I think that if you’re seeking to acquire a bunch of Shocks as you did Fetch Lands, these trends will help you. The psychological effect of a reprint on price is probably stronger than what Supply/Demand should dictate, so you probably will find people at some point shipping shocks worrying about significant drop in price, when in actuality the reprint may have a relatively effect on it.

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By: maxiewawa https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42619 Thu, 31 Jan 2013 20:38:43 +0000 http://www.quietspeculation.com/?p=35820#comment-42619 I think your math is wrong.

I have 4 of something, the only 4 in existence. They are valued at $100 in total.

Suddenly another pops into existence. Given no extra demand, they as a whole are worth $100 still, and are each valued at $20 now that there are 5 in existence. They areot so rare any more and aren’t worth so much. They have gone from $25 to $20, .

So a 25% increase in supply results in a 20% drop in price. In your article you imply that it would be 25%.

Is the above commenter kinda saying tha same thing? Sorry if so.

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By: Corbin Hosler https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42603 Thu, 31 Jan 2013 17:42:54 +0000 http://www.quietspeculation.com/?p=35820#comment-42603 In reply to Timothy Olliges.

@Timothy Good points.

As to the first, that would mean the new supply is even less %-wise than what I made it out to be, so the effect wouldn’t even be as pronounced as I predicted.

You’re absolutely right about the intricacies of supply and demand, and the gas comparison is a good one since both markets have speculators involved. In general, I would say that hype or perceived changes move the oil market a little more than the MTG market on something with such established demand as Shocks (although with other flash-in-the-pan cards it’s nearly exactly like oil markets in the overblown response).

Sure, it’s possible that the market becomes so saturated no one needs any more, but if that was true and Shocks hit $5, speculators and are going to step in and grab them all, so I can’t see them going lower than that at the max. And since all the things that made Shocks a good investment are still true, I’m still a huge fan of getting in at 6-8 in trade.

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By: Corbin Hosler https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42601 Thu, 31 Jan 2013 17:37:36 +0000 http://www.quietspeculation.com/?p=35820#comment-42601 In reply to David Schumann.

You’re right, I’ve talked about the card all over but missed it here. Good catch!

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By: Timothy Olliges https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42597 Thu, 31 Jan 2013 15:25:33 +0000 http://www.quietspeculation.com/?p=35820#comment-42597 I like most of your thoughts. Two small quibbles with your theory on Shockland pricing, though your ultimate prediction on price may prove true. First is that the assumption that Dragon’s Maze will be opened at a comparable rate to GTC/RTR seems like very unlikely. It’s a small set, and a large portion of it will be opened alongside equal amounts of GTC/RTR via Limited. Also, if the Original Duals are built into the pricing as you say, you have to consider those as part of the “supply” you are considering Dragon’s Maze is being added to.

Second, is that the price is not as linearly dictated by supply and demand as you make it out to be. While you’re generally correct in how price moves in response, for a lot of complicated economic reasons such as marginal demand, it’s not always as simple as “demand doubled, supply stayed the same, so the price doubled.” As an example, gasoline over ten years or so went from $1 to $4 a gallon on steady supply, and increased demand, but not a 400% increase. Similarly, when it dropped to 2.50 for a bit at the end of the last decade, it was reduced demand, but not in the order of a 40% drop in worldwide demand.

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By: David Schumann https://www.quietspeculation.com/2013/01/insider-the-financial-implications-of-mondays-announcements/#comment-42593 Thu, 31 Jan 2013 13:53:21 +0000 http://www.quietspeculation.com/?p=35820#comment-42593 Good article. One thing you didn’t mention was that if Blackcleave cliffs takes a bit of a hit, then Razorverge Thicket will rise (especially if Jund becomes Junk).

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