The Fade: FandDuel Week 3

“I believe luck is a concept invented by the weak to explain their failures” – Ron Swanson

Some folks felt unlucky after Week 2. As they should. It’s not often that Vegas is going to be off by 17 points—as they were with the Saints game. Justin Forsett isn’t reaping the Trestman rewards, and Mark Ingram got sniped on the one-inch line by the fullback. The Eagles offensive line ruined a whole acre of fertile fantasy crops. Tony Romo was off to a good start until he broke a bone. In fact, outside of Julio Jones and Rob Gronkowski, the chalk play at each position (Drew Brees, Carlos Hyde, John Brown, Rams defense) combined for 34.2 points.

That’s why we fade the crowd.

But what Mr. Swanson is teaching us is that we are to be held responsible for our decisions. There’s nothing noble about blaming an undesirable outcome on something completely out of our hands. Luck, the dark matter of fantasy football, often ends up in the crosshairs of hindsight—either our own bad luck or our opponent’s good luck. By whichever definition you see fit, luck exists, especially in Tournaments of 100,000 plus entries. But it’s generally given too much credit. If anything, luck is unbiased and spread equally among the willing.

We’re only only two weeks into the season and still very much in trendspotting mode. As much as we’ve learned already, we only think we know which defenses and offenses to target or avoid. By Week 5, the picture will be a lot clearer. Until then, in the process we trust.

The numbers presented in the tables below are taken from a $2 Thursday night GPP with 86,206 entries. We can use these exposure percentages to assist our ownership projections for Sunday/Monday GPPs. Doing so increases our accuracy and provides a clearer picture of groupthink—something we’ll almost always try to avoid.

As always, this data isn’t meant to be the foundation of our tournament strategy for the weekend. For that matter, fading any player based solely on ownership percentage is never part of the strategy. Think of this as more of a guide to tiebreakers and pivot plays. In this space, we’ll use that guide to identify a few players that should be faded and few that are worth their chalk-heavy projections. There will be a follow up piece focusing on the contrarian side of things.

And be sure to use the Interactive Value Chart as a part of your process. It incorporates the core of your roster with the ease of lineup optimization and top-20 stack rankings. Complete with strategy guides for both cash and tournament games, you won’t find a more comprehensive daily fantasy tool anywhere. Use it and abuse it.

On to Week 3:

Quarterbacks

It’s no surprise to see the season’s highest scoring fantasy football player as the most popular quarterback for Week 3. In fact, the New England Patriots have the three most popular players overall, and the most popular player at every position except defense. Suffice it to say, the crowd loves them some Patriots. And there just isn’t any evidence that suggests you should fade Tom Brady. Even though the Jaguars rank 8^th in fewest points allowed, their run defense is much better than their pass defense. But in truth, it would take an elite defense for us to shy away from Touchdown Tom. The over/under in this one is a healthy 48 points—second highest of the week—with the Patriots favored to score 31 of those points. Feel free to chalk Brady up as a loss leader.

The Steelers offense provides volume for two reasons: A) they’re rife with playmakers, B) their defense is horrible. Ben Roethlisberger is our second highest exposed quarterback at 8.8 percent. He’s a great pivot play from Brady if you want to turn against the crowd. But the Rams defensive line may end up spending a lot of time in the Steelers backfield flushing Roethlisberger from the pocket. Only the Patriots (11) have more sacks than the Rams (8). You’re better off paying the extra $200 for Brady who has a much better matchup.

Or, even better, taking the $600 discount offered by Carson Palmer—the second highest scoring fantasy football player in all the land. This week he gets a defense that just allowed Roethlisberger to complete 78 percent of his passes for 369 yards and three touchdowns. The matchup suggests that the Cardinals should secure a lead and then grind the clock with running backs. But until further notice, they don’t have a bell cow capable of clock control. That role is reserved for David Johnson. In the meantime, this offense will go through Palmer. He’ll need 24.3 points to hit tournament value—a score he has reached, or exceeded, in both games this season.

Cam Newton has a great matchup this week. The Saints defense has injuries and personnel issues that opponents have exploited with ease. Newton has been the only offense the Panthers have had through two games, both on the ground and through the air. The only downside to his Week 3 matchup is volume. If Drew Brees ends up playing, that may change considerably. But a low over/under gives us concern that there may not be enough scoring in this contest to justify Newton’s $7,900 salary. Furthermore, if the Panthers ground game finds rhythm, his upside will be completely negated.

Our fifth most expensive and fifth most popular quarterback is Russell Wilson. The Seahawks are at home for the first time this season and looking for their first win. Don’t overthink it; Seattle is going to flex their muscle and let out their frustrations against the worst defense in the league (Da Bears). There should be plenty of touchdowns to go around.

running backs

It’s never easy to find comfort in a Bill Belichick running back, especially one that nobody saw coming. But here we are in Week 3 and Dion Lewis is the fifth highest scoring ball-carrier and our most popular on FanDuel. Everything about this screams loss leader, from the point spread to his affordable $6,700 salary, but the Jaguars have allowed only 147 rushing yards and zero rushing touchdowns. They also haven’t been tested on the ground, mostly because they’re so easy to throw on. Through two weeks, Lewis has five red zone opportunities to LeGarrette Blount’s two. The problem there is, Blount didn’t play in the first game. It’s unlikely that he is going to be held to just seven snaps every week. Herein lies the risk with the Patriots’ backfield: Lewis may get the majority of carries, but one more fumble and he may end up watching from the sideline. But regardless of that threat, you can’t ignore his friendly salary in a good matchup at home.

Le’Veon Bell is back and the crowd his happy to have him. He’ll immediately replace DeAngelo Williams as the team’s lead ball-carrier. Unfortunately, he’ll open against a tough Rams defense on the road. And we can’t be certain that the Steelers are going to force a heavy workload on him in his first return to meaningful action since January. This is a wait-and-see week for us. Let the crowd chase his $8,800 salary. And while we’re here, feel free to fade Williams’ $7,400 salary.

We’ve talked about how bad the Bears defense is and how the Seahawks home opener is something we should invest in. Marshawn Lynch is our third most popular and third most expensive running back. He’s worth every dollar as a loss leader. Feel free to side with the crowd and ignore his exposure.

The same can be said for Adrian Peterson. He looked terrible in Week 1 but turned things around last week compiling 192 yards. He has yet to find the end zone in 2015, which will be corrected against the San Diego Chargers on Sunday. Ameer Abdullah and Giovani Bernard exposed the Chargers defense both on the ground and through the air. Peterson will be the focal point as the Vikings attempt to grind out another win. But we still think we can do better for $8,900.

We often talk about negative game scripts with running backs. No position is more susceptible to the scoreboard, but players like Jamaal Charles are immune to game scripts. Charles is a major part of the offense regardless if the Chiefs are winning or losing. On Monday night he’ll travel to Green Bay and take on a Packers team that has allowed more rushing yards than any team not located in Cleveland. He has a nearly identical exposure to Peterson, but a better matchup in this week’s highest over/under (49 points) and he’s $200 cheaper.

Last week, Dexter McCluster racked up 98 rushing yards on 10 carries against the Browns. The week before that, Chris Ivory and Bilal Powell combined for 153 yards and two touchdowns. Enter Latavius Murray, who is quietly having a great season. He has virtually no competition for carries and is dominating snap counts (76% last week) as a result. All this translates to us getting an unquestioned RB1 for $7,000 against the worst rushing defense in the league.  

As they usually do, injuries have paved the way for a couple of value plays. For $6,500, the crowd is lukewarm on Devonta Freeman’s opportunity in the absence of Tevin Coleman. There’s no reason to trust Freeman against a decent, albeit surprising, Dallas front. There a plenty of better plays in that price range.

James Starks, for example, would be a better play. But without clarity on Eddie Lacy’s availability for Monday night, it’s overly risky to plug Starks into your lineup. Should news break that Lacy won’t play, Starks gets an immediate bump.

wide receivers

It’s going to be hard to say no to any one of the four highest owned receivers. Julian Edelman is always a volume player more reliant on receptions than touchdowns. In Week 1 he had 11 catches for 97 yards, barely hitting 2x value. Last week he again had 11 catches for 97 yards but this time found the end zone twice, hitting 3.7x value. Which one is more likely to repeat itself? We’ll let the crowd find out.

We like high-floor players that also provide a ceiling capable of swinging tournaments. As such, Antonio Brown and Julio Jones are our type. And as long as Palmer is locked into Larry Fitzgerald, we have no reason to ignore his $6,700 salary.

Travis Benjamin is the opposite of these players. After a few splash plays the crowd is all over him at 15.7 percent. Last week two of his three receptions accounted for 95 percent of his yards. One reception went for 60 yards and a score. Another went for 50 yards and a score. Two out of three ain’t bad, but chasing those plays on a weekly basis is akin to digging for oil on a city street. He added a third touchdown on a punt return, decorating his FanDuel box score with 31 flashy points. To summarize, Benjamin is the definition of a high variance player. His speed means he could blow the top off of any defense he faces, especially the one he’ll host on Sunday, but averaging 34 yards per reception is unsustainable. He’s an easy fade.

Donte Moncrief, and his $6,000 salary, is a lot harder to ignore. It’s becoming obvious that Andre Johnson is washed up. As a result, the Colts young receivers are going to earn more playing time. Moncrief is a fine complement to T.Y. Hilton and we expect a major bounce back from Andrew Luck and Co. in Nashville. Moncrief is a good GPP play.

Brandon Marshall is anything but washed up. At age 31, he is still a headache to cover even with less than stellar play from his quarterback. With Eric Decker and Ivory hobbled, Marshall will be the focal point for both Ryan Fitzpatrick and the Eagles defense. We’re not overly concerned with either and will happily secure his loss-leader services for $7,400.

There is a lot of speculation that Peyton Manning doesn’t have the natural arm strength he used to and is forcing throws because of it. Whether or not that it is true (it certainly looks like it), Emmanuel Sanders is leading the team in targets, receptions and touchdowns. He gets a decent matchup in Detroit Sunday night. But for $300 more, we’d rather plug in Demaryius Thomas and fade the crowd in the process.  

The way to beat the Browns is on the ground. So where we love Murray, we hate Amari Cooper. The rookie has played well through his first couple of games as pro, and is beginning to develop chemistry with his quarterback. But the looming matchup with Joe Haden has us less confident that Cooper will hit tournament value, especially when we can plug in Fitzgerald is $200 cheaper.

tight ends

Like all the other skill positions, a Patriot is the highest owned tight end. There is never a good time to fade Rob Gronkowski. Consider him a permanent loss leader.

Next most popular is tight end is Tyler Eifert, who is only 10 points behind Gronkowski in the standings through two weeks. Eifert has emerged as a top option in the Bengals offense, leading the team in targets, receptions, receiving yards and touchdowns. This week he takes the road to Baltimore in a tough matchup against a division rival. The Ravens have allowed only 30 yards through two games to tight ends, but they haven’t faced anyone of note. We’ll never fade a player because of his popularity, but this contest doesn’t promise much for scoring, so we might be better off looking at other options in this price range.

After a great showing in Week 1, Travis Kelce managed just 58 yards and failed to score in Week 2. If Alex Smith wants to keep up in Green Bay Monday night, he’ll have to be both efficient and aggressive. A victory for the Chiefs will come via Kelce and Charles.

But for $100 less, we can buy into the Seahawks offense with a grumpy Jimmy Graham. We’ll see how this team handles an unhappy star player against a weak opponent. His exposure of 5.3 percent isn’t prohibitive. His $6,300 salary could scare off most of the crowd, but Graham is always a threat to score multiple touchdowns. He’ll have plenty of opportunities against he Bears.

kickers

Kickers can be a bit of a secret weapon as they can hit tournament value without much opportunity. Last week, Stephen Gostkowski hit 3x value and Justin Tucker came close. There’s no reason to overthink ownership percentages at this position. But if you can identify a low-owned, underpriced option in a plus matchup, then it’s a great idea to fade the crowd.

Defense

The New York Jets are going to destroy the Eagles offensive line. In fact, things could get ugly even if Darrelle Revis is banged up. But let’s not underestimate Chip Kelly’s ability to game plan around weaknesses. It’ll be hard to say no to the Jets friendly price tag, but the chalk plays on defense didn’t work out last week (Rams and Dolphins combined for four points).  

Even though the Seahawks will cost us $800 more, they may be the best play on the board. The Bears offense is worth targeting every week even when Jay Cutler is starting. This week they’re rolling into Seattle with Jimmy Clausen. There’s not much else to say.

If you want to fade the crowd and pivot away from the Jets, the Broncos have a great defense—even on the road. It’s unclear whether or not Matthew Stafford is gong to play, but it almost doesn’t matter. The Lions offense is averaging 22 points per game and has turned the ball over five times.

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