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Trending: In Major League Baseball, the Washington Nationals hired a 31-year-old General Manager. Will that translate to wins this season?

Today’s Rundown

What’s Happening: Miami detonated its quarterback room. After five seasons as the franchise face, Tua Tagovailoa has been benched following a steep month-long regression, a league-high 15 INTs, and Monday’s elimination loss in Pittsburgh. Seventh-round rookie Quinn Ewers now gets the start. McDaniel’s shift is less about 2025 and more about 2026 cap triage, accountability, and a needed philosophical reset.

Cincinnati arrives off a 24–0 shutout by Baltimore and has dropped six of seven. Burrow’s accuracy dip and missing pieces (Higgins concussion protocol) have dragged an offense that still leans heavily on the pass but produces wildly inconsistent results. Both teams enter with no playoff stakes, but Miami’s quarterback upheaval gives this matchup a sharper edge.

Market Pricing

Scenarios:
If Quinn Ewers settles early — quick-game rhythm, leaning on McDaniel’s motion/play-action structure — Miami can ride Achane against a bottom-tier Bengals front (NFL-worst 6.4 YPP allowed on early downs). A functional run script keeps Ewers out of long downs and shortens the game.

If Cincinnati’s passing game rebounds — particularly if Burrow hits intermediate windows and Chase can win after catch — Miami’s secondary gets stretched and Ewers is forced into higher-volume dropbacks than McDaniel wants, raising turnover risk.

If Miami’s defense replicates Weeks 10–14 form — where they allowed just 13.25 PPG — the Fins can suppress Burrow behind a protection unit that’s faltered under pressure.

Trading Takeaway:
This market has re-priced aggressively toward Cincinnati on narrative and QB uncertainty, but the underlying matchup is more balanced than the 66/34 split implies. Miami’s run game is built to punish this Bengals defense, and the Ewers ask is modest: protect the ball and operate on-script. Liquidity is solid, and spreads are tight enough to take a view.

Lean: Miami YES at 34¢ — outsized value if the run game dictates and Ewers manages competence.

What’s Happening: SpaceX has entered its IPO on-ramp, with investment banks pitching this week in a formal bake-off — the clearest signal yet that an offering is being actively prepared. Reporting across WSJ, Bloomberg, and Reuters paints a consistent picture: SpaceX is exploring a 2026 IPO targeting $30B+ in proceeds at a $1.5T valuation, which would be the largest equity raise in history.

Behind the scenes, the company is running an $800B-valuation insider sale, reinforcing that institutional appetite is already deep. Musk and CFO Bret Johnsen are still cautioning that timing is uncertain, but the market is treating this as a live scenario. The scale of the deal, the dual businesses (Starship + Starlink), and the political/technical tailwinds make SpaceX underwriting one of the most coveted mandates in a decade.

Market Pricing

Resolution Note: The market resolves Yes only if the bank appears as lead underwriter, book-running manager, or global coordinator in official SEC filings (S-1 / final prospectus) or formal announcements. Joint book-running managers do qualify. Direct listings, SPACs, secondaries, and private placements do not. If the IPO is later shelved, the market still resolves based on the announced underwriting relationship.

Scenarios

If Musk continues to favor banks with deep tech/VC relationships, Goldman’s longstanding ties and prior roles on Tesla capital markets could solidify a top slot. GS is also the default pick for mega-cap, high-volatility tech IPOs.

If relationship-banking and balance-sheet support become decisive, JPMorgan’s government-facing credibility and risk-management heft fit a deal this size—especially with the Pentagon, NASA, and satellite-network dependencies.

If SpaceX emphasizes existing investor exposure, Bank of America could sneak into the top tier; it has been an investor since 2010, though its underwriting franchise is smaller vs. GS/JPM for marquee tech listings.

Trading Takeaway: This still screens as a GS-favored market: deal size, volatility, and prestige bias tilt toward Goldman’s wheelhouse. JPMorgan remains the credible spoiler, but pricing reflects a narrowing window for an upset.

Position: Lean long Goldman at 63¢, fade JPM modestly unless newsflow shows an explicit relationship tilt.

What’s Happening: A massive NFC West TNF decider hits Lumen Field tonight. Both teams sit at 11–3, with the Rams holding the tiebreak from their Week 11 win. Matthew Stafford enters as an MVP frontrunner, but Davante Adams is doubtful, pushing more volume toward Puka Nacua, Kyren Williams, and breakout TE Colby Parkinson.

Seattle counterpunches with Sam Darnold and JSN carrying the offense — plus a defense that has allowed only 25 total points over its last three games. Weather has dominated the fantasy discourse, but the latest forecast shows heavier rain clearing by mid-afternoon, leaving only light showers and mild wind by kickoff — meaning conditions should be more annoyance than disruption.

Market Pricing

Scenarios

If the weather truly clears as expected, the passing game stabilizes — boosting Parkinson’s red-zone role and keeping Puka/JSN at full value. That tilts the game toward its offensive identity rather than a trench slog.

If rain lingers or the wind ramps late, Seattle’s defense — already the hotter unit — gains leverage. That suppresses fringe pass-catchers (Parkinson, ancillary WRs) and swings usage toward Kyren Williams and Kenneth Walker.

Trading Takeaway

Weather risk appears overpriced in the fantasy conversation but underpriced in the market move — late reports suggest improved conditions that favor L.A.’s offensive structure. Seattle’s defense is elite right now, but their home volatility and turnover profile (+ road dominance vs. .500 home record) make 53¢ rich.

Lean: Rams Yes at 47¢ (value long).
Angle: improving weather + Stafford’s form + Seattle’s shaky home turnover margin create upside on the cheaper side.

🏈 NFL

🏀 NBA

🏀 NCAA Men’s Basketball — Top 25

🏀 NCAA Men’s Basketball (Additional)

🏈 College Football

🏒 NHL

$19,635 — Packers bought at 50¢ for Packers vs. Bears by tiredstare

$13,150 — Yes sold at 41¢ for Will Trump release the Epstein files by December 19? by jocpolitic

$83,970 — Rams bought at 47¢ for Rams vs. Seahawks by ghostt4

$11,976 — Seahawks bought at 54¢ for Rams vs. Seahawks by bossoskil

$102,603 — Over bought at 43¢ for Pistons vs. Mavericks: O/U 230.5 by Substantial-Serv

$14,173 — No bought at 36¢ for Will lighter perform an airdrop by December 31? by buma732

$15,972 — Rams bought at 50¢ for Spread: Seahawks (-1.5) by theyseemeloosint

🥊 Boxing

🗳️ Politics (International)

💰 Crypto

🎾 Tennis

🏈 College Football

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