THE BROADWAY BRIEF | December 28, 2025

Yesterday wasn’t validation because a ticket cashed. It mattered because the process stayed intact. Post-holiday boards are noisy. Narratives reset. Numbers don’t. When urgency tags and storylines drive pricing, structure shows up first.

That’s the gap we’re trading again today.

This slate isn’t built on one headline trend or social-media consensus. It’s built on 18 independent trend signals across five games, all pointing in the same direction for different reasons. That convergence matters.

Margin compression.
Rest asymmetry.
Pace mechanics.
Coaching risk aversion.
Environmental friction.

Those variables don’t trend on X, but they decide spreads and totals.

Confluence beats conviction. Every time.

Standard reminder: these are trend-based positions, not predictions. Trends describe repeatable behavior, not certainty. Know the assumptions. Size responsibly. Let the long run — not one result — do the work.

No narrative chasing.
No holiday hangover.
Just structure doing exactly what it’s designed to do.

Let's break these down...