THE BROADWAY BRIEF - CFB Bowl Edition | December 27, 2025

Structure > sentiment. Edges didn’t take the holiday off.

We’re coming off a CFB Bowl win last night, cashing FIU / UTSA OVER exactly where the market lagged and structure led. That matters not as a victory lap, but as confirmation of process.

The bowl market always comes back from Christmas a half-beat slow.
Narratives refresh. Numbers stay anchored.

That gap between perception and pricing is where postseason value consistently lives.

Today’s slate isn’t built on a single angle or the most popular trends circulating on social. Those get priced quickly. It’s built on 77 independent trend signals, layered across every bowl on the card and pointing to the same structural themes: rest asymmetry, coaching response, margin compression, and pace mechanics that rarely make headlines but consistently influence outcomes.

That said, these are trend-based positions, not predictions carved in stone. Trends describe historical behavior, not certainty. Do your own homework, understand the assumptions behind each angle, and size accordingly. Discipline matters more than any single result.

No narrative pivot.
No bowl romanticism.
No reaction to last night’s scoreboards.

Just structure doing exactly what it’s designed to do.