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September 06, 2021
Monday Morning QB: Week 1, 2021

The red flags, green signals, and other stories beyond the headlines and behind the box score that you can use to make winning bets, or just sound smarter than everybody else.

Red Flags: A few teams whose performance from a metrics/analytics perspective is not what the score may have led you to believe and warns of future risk. Top Ten Red Flags:

1. Boise State's offense averaged an abysmal 4.35 yards per play, which normally nets about 14 points, against the pedestrian UCF defense, suggesting the coaching shift and personnel changes in the land of great potatoes forecast a down season for the boys on the Blue Carpet.

2. Rutgers' points explosion didn't come from offensive firepower, as they averaged a miserly 4.6 yards per play against a weak Temple team. Look for under opportunities in the near future.

3. Iowa got fat on defensive scores, and its defensive dominance accounted for the final score, not its offense, which remains inept, averaging a miserable 4.7 yards per play.

4. Virginia Tech's defensive effort did great, but its erratic offense continues to haunt Fuentes' teams, with a poor 4.8 yards per play.

5. The Ducks didn't quack well offensively in Eugene against the likes of Fresno State, foreshadowing trouble in Columbus this weekend unless they switch QBs to the talented young frosh.

6. Rocky Top's 5.4 yards per play against the lowly likes of Bowling Green ain't getting anywhere in the SEC this year unless they too make a change at QB.

7. Stanford was downright awful on both sides of the ball, as the doubters in Vegas cashed easy tickets that the final score underestimated. Their anemic offense against a weak Wildcat defense matched a far worse defensive performance than the final score suggested, as they gave up 7.6 yards per play, which usually results in 40+ points.

8. The final score gave USC a healthier margin than the metrics suggest they deserved, as USC gave up 5.8 yards per play to mediocre San Jose State, suggesting another pedestrian defense in LaLa land.

9. Pitt's offensive performance wasn't quite what the final score suggested, as their yards per play (6.9) against UMass was one of the worst performances against the defensively hapless Minutemen in the last two years.

10. Charlotte's upset of Duke was more luck than performance, as Duke's yards per play metric would have them winning by double digits most of the time.

Green Lights: Even more promising future performances than the final score suggested. Top Ten Green Lights:

1. Kentucky's defense was lights-out, allowing only 1.4 yards per play.

2. Texas Tech's final score underestimates how much they dominated Houston, as their metrics forecast a normal 30 point victory margin.

3. Tennessee's defense forecasts more total unders than Vegas forecast, as the Vols held Bowling Green to the same statistical performance as Notre Dame's playoff-level dominant defense two years ago.

4. The final score and 4th quarter rally hid how dominant Arkansas' defense was against the boys from Rice (only 4.1 yards per play), as they await the bigger boys from Texas this weekend.

5. Indiana's defense showed as much as promise as its offense showed futility, holding the Hawkeyes to only 4.7 yards per play.

6. Sparty absolutely decimated Northwestern, not just on the scoreboard, but in the stat sheet as well, with a typical winning margin over 30 points.

7. Auburn came out much better prepared than anyone predicted on the plains, as their stat sheet would normally forecast a win margin of over 70 points!

8. Michigan found a real talent in do-everything RB Blake Corum, and look for their offense to play much better than the last two seasons.

9. Fresno State honestly played Oregon close, promising a bright Mountain West future for the Bulldogs this season.

10. Tulane, under extraordinarily difficult circumstances moving the game during a hurricane to Norman, played the Sooners within single digits statistically, as that score was no fluke. Green Wave should be bowling come December.

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OFFICIAL PICKS: Friday, June 12, 2026

MLB
2% REDS 50% Dbacks
2% ROYALS 50% Astros

WORLD CUP
2% USA 48% Paraguay

ALL OK at 55% or less

LIVE CHAT FOR 2026

Now open!

World Cup Group B - My Pick

1% Canada vs Bosnia and Herzegovina to draw at 27c
OR
1% Canada not to defeat Bosnia and Herzegovina at 46c
OR
Some combination of the above

I'm going to keep this super brief as my wife's parents are visiting and as they are Bosnian we will be cheering for Bosnia and Herzegovina tonight. Basically what this comes down to is how close Bosnia will be able to keep the game against a Canada team that is technically very strong but can struggle to convert possession dominance into goals. We have seen this over quite a few friendlies where they just haven't quite had that cutting edge to put teams away. They face a Bosnian team that qualified via the European playoffs and beat both Wales and Italy on penalties.

Bosnia have been doing better under Sergej Barbarez who took an underperforming team with some ego issues and built a team with a tough defence but with young attacking talent coming through. What is notable is they don't panic when they go behind. They...

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OFFICIAL PICKS: Midterms, 2026
House Elections Projections
 
The House tends to be more responsive to midterm dynamics, but, like the Senate, swings hard in elections where some combination of the Four Factors are present -- cost of living crisis or recession; war; major scandal; betrayal or down-ballot realignment. A fun map to use is this simulator, which takes partisan averages from existing models, and plugs in the map based on your adjustment of the generic ballot edge for one party or another. https://globalelectionsimulator.com/#/usa-house
 
Historic Norms: When a combination of the Four Factors are present, this is the kind of swing you get:
1930: 52 seat swing
1946: 55 seat swing
1958: 49 seat swing
1974: 49 seat swing
1994: 54 seat swing
2006: 31 seat swing
 
2026 PROJECTIONS

 

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Barnes Betting Report: Senate 2026

First, four factors dictate whether there is major turnover in the Senate in a midterm election independent of the favorability of the Senate map (due to only one-third of seats being up in any given midterm). Often, as was the case in both 2018 and 2022, is that incumbents are not destined to lose seats, outside of realigning elections in unfavorable maps. This cycle's map favors the GOP, which is why the prediction markets and most forecasters expect a GOP majority in the 2027 Senate. The four factors that prove dangerous to the incumbent party are: first, a recession or cost of living crisis; second, a war; third, a major scandal; and fourth, a sense of betrayal in the voter group that backed the incumbent amongst some portion of their prior electoral coalition. Five midterms feature some combingation of those factors in some significant degree: 1930, 1946, 1958, 1974 and 2006.

Without those factors present in multiple forms, the incumbent party can expect to hold on to seats in states it previously won outside the national margin. When those factors are present, the landscape shifts dramatically. Examining those White House incumbent seats that showed a state-wide election decided by single digits in the prior decade produces the following probabilities: the incumbent White House party lost at least 67% of its incumbent held seats, as much as 85% of its incumbent held seats, and an average of 75% of its incumbent hold seats, rarely upsetting the opposition party in any seat and often losing a surprise or two in seats considered completely safe. 

 

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Barnes Betting Report: Massie Deep Dive
Based on historic turnout patterns in contested GOP primaries, early voting to date, and a range of polling sources, this is my updated set of forecasts for the Kentucky 4th Congressional District GOP primary. 
 

 

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