<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA[The Breakdown Point: Models and Forecasts]]></title><description><![CDATA[All The Breakdown Point's Models and Forecasts]]></description><link>https://www.thebreakdownpoint.com/s/models-and-forecasts</link><image><url>https://substackcdn.com/image/fetch/$s_!8p03!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F33f6b224-1322-468d-90eb-9e6483c69b64_1000x1000.png</url><title>The Breakdown Point: Models and Forecasts</title><link>https://www.thebreakdownpoint.com/s/models-and-forecasts</link></image><generator>Substack</generator><lastBuildDate>Wed, 08 Apr 2026 22:59:48 GMT</lastBuildDate><atom:link href="https://www.thebreakdownpoint.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[Sean Nickell]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[thebreakdownpoint@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[thebreakdownpoint@substack.com]]></itunes:email><itunes:name><![CDATA[Sean Nickell]]></itunes:name></itunes:owner><itunes:author><![CDATA[Sean Nickell]]></itunes:author><googleplay:owner><![CDATA[thebreakdownpoint@substack.com]]></googleplay:owner><googleplay:email><![CDATA[thebreakdownpoint@substack.com]]></googleplay:email><googleplay:author><![CDATA[Sean Nickell]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[MLB Beat The Streak Picks 2026]]></title><description><![CDATA[Another MLB Season, another attempt at the impossible]]></description><link>https://www.thebreakdownpoint.com/p/mlb-beat-the-streak-picks-2026</link><guid isPermaLink="false">https://www.thebreakdownpoint.com/p/mlb-beat-the-streak-picks-2026</guid><dc:creator><![CDATA[Sean Nickell]]></dc:creator><pubDate>Wed, 25 Mar 2026 15:50:25 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/106455f9-6dfb-4740-bcb0-51e3126dabf4_915x482.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>If you&#8217;ve been following this site, you&#8217;re probably already familiar with MLB&#8217;s Beat the Streak. If not, I&#8217;ll save the explanation and let MLB handle it on their website <a href="https://www.mlb.com/apps/beat-the-streak/official-rules">here</a>.</p><p>Let&#8217;s jump right into our 2026 MLB Beat the Streak picks:</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/PsddS/1/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a420c8eb-7ee6-4914-97e4-ac8b16bd91db_1220x366.png&quot;,&quot;thumbnail_url_full&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/00c5aa28-adcd-4cad-99b6-80446e25125a_1220x366.png&quot;,&quot;height&quot;:172,&quot;title&quot;:&quot;v2.0 topline 2026&quot;,&quot;description&quot;:&quot;&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/PsddS/1/" width="730" height="172" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/TrNCd/2/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7a6ae517-1f08-4bd6-85d7-89181f0b9bf8_1220x554.png&quot;,&quot;thumbnail_url_full&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/bb7e0208-203f-4805-b21a-a9caf50b5e88_1220x592.png&quot;,&quot;height&quot;:285,&quot;title&quot;:&quot;Summary 2026&quot;,&quot;description&quot;:&quot;&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/TrNCd/2/" width="730" height="285" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/jyG6A/1/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/851531b5-9777-4574-999a-581fe1cb9b32_1220x2250.png&quot;,&quot;thumbnail_url_full&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/0f1e94de-40bc-463d-a2d2-8497521f428a_1220x2250.png&quot;,&quot;height&quot;:1117,&quot;title&quot;:&quot;v2.0 2026&quot;,&quot;description&quot;:&quot;&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/jyG6A/1/" width="730" height="1117" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>If you&#8217;re interested in how the picks have performed historically, I&#8217;ve added a new table below. Occasionally lineups differ from morning projections, so those cases are noted in grey in the Outcome column.</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/VER5m/4/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5c959255-5f96-44e4-abd2-d034f2d9f0f0_1220x1140.png&quot;,&quot;thumbnail_url_full&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/33454c57-37d9-48d9-acf1-bee5f722c841_1220x1340.png&quot;,&quot;height&quot;:559,&quot;title&quot;:&quot;Batter Histories&quot;,&quot;description&quot;:&quot;&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/VER5m/4/" width="730" height="559" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>Anyone who&#8217;s played Beat the Streak knows the goal of the game: give you just enough hope for a miracle run once per season, then spend the rest of the year brutally crushing your dreams. I expect this year to be no different, and you should too. </p><p>However, if someone does manage to push the streak over the line, let the record show I&#8217;ve always believed in strength in numbers&#8212;and that 2026 will be our year.</p>]]></content:encoded></item><item><title><![CDATA[MLB Beat the Streak Picks 2025 (Archived)]]></title><description><![CDATA[24 Years Later, MLB&#8217;s Most Elusive Challenge Still Stands. Can We Finally Beat the Streak in 2025?]]></description><link>https://www.thebreakdownpoint.com/p/mlb-beat-the-streak-picks</link><guid isPermaLink="false">https://www.thebreakdownpoint.com/p/mlb-beat-the-streak-picks</guid><dc:creator><![CDATA[Sean Nickell]]></dc:creator><pubDate>Thu, 27 Mar 2025 14:30:37 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/dd3a7f9c-c317-4f47-b307-c5e66468e038_1553x1109.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div><hr></div><p><em>Update 9/28/25: The 2025 MLB regular season has come to a close. To answer the question in the header, we did not beat the streak in 2025. The updates will resume on opening day 2026, but I&#8217;ll leave the page as is so the concept is still clear. I hope the frequent viewers out there found this useful. The plan is to release the final calibration numbers so we can judge how well this model worked. See you next year!</em></p><div><hr></div><p></p><p>Let&#8217;s just start with today&#8217;s picks, I&#8217;ve put the boring stuff below.</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/JGs7K/1/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/f74080ae-fa36-46d7-a245-eb4a5e607c9d_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:159,&quot;title&quot;:&quot;v2.0 topline&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/JGs7K/1/" width="730" height="159" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/3rMKG/1/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/92fc6ca4-540d-4e3b-af36-e60519744e2d_1220x414.png&quot;,&quot;thumbnail_url_full&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/493acbd8-2843-4914-8605-92e58b4c6ca4_1220x414.png&quot;,&quot;height&quot;:214,&quot;title&quot;:&quot;[ Insert title here ]&quot;,&quot;description&quot;:&quot;&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/3rMKG/1/" width="730" height="214" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/3xnj7/1/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/a05f02d7-5284-46f8-ae1d-ec1bef5754ab_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:1171,&quot;title&quot;:&quot;v2.0&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/3xnj7/1/" width="730" height="1171" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>Okay, I promised you the boring stuff so here goes:</p><h3>A little bit of background</h3><p>Beat the Streak is a competition launched by the MLB in 2001. The premise is simple: pick 57 batters in a row to record a hit, surpassing Joe DiMaggio&#8217;s 56 game hit streak, and win 5.6 million dollars. If you aren&#8217;t familiar with this nearly quarter-century-old challenge, you can learn more about it <a href="https://www.mlb.com/apps/beat-the-streak">here</a>. And while the premise is simple, the execution is nearly impossible. </p><p>It&#8217;s not hard to see why, either. Even if you select only the best batters with a .300 average and assume they&#8217;ll get around 4 at-bats per game, the odds of that batter recording at least one hit in a game are:</p><div class="latex-rendered" data-attrs="{&quot;persistentExpression&quot;:&quot;P(\\text{at least one hit}) = 1 - (1 - 0.3)^4&quot;,&quot;id&quot;:&quot;VGSQDTFTJE&quot;}" data-component-name="LatexBlockToDOM"></div><div class="latex-rendered" data-attrs="{&quot;persistentExpression&quot;:&quot;P(\\text{at least one hit}) = \\mathbf{0.7599}&quot;,&quot;id&quot;:&quot;LVUGXWSNGS&quot;}" data-component-name="LatexBlockToDOM"></div><p>A 76% chance is a solid bet, but even the best bets turn astronomical when you need them to hit 57 times in a row.</p><div class="latex-rendered" data-attrs="{&quot;persistentExpression&quot;:&quot;P(\\text{57 game streak}) = 0.7599^{57}&quot;,&quot;id&quot;:&quot;FZEBZMYJKZ&quot;}" data-component-name="LatexBlockToDOM"></div><div class="latex-rendered" data-attrs="{&quot;persistentExpression&quot;:&quot;P(\\text{57 game streak}) = \\mathbf{1.59 \\times 10^{-7}}&quot;,&quot;id&quot;:&quot;SJFKKBQESH&quot;}" data-component-name="LatexBlockToDOM"></div><p>The odds of this happening are roughly 1 in 6,300,000. To put this number in perspective, you&#8217;re about 400 times more likely to be <a href="https://www.weather.gov/safety/lightning-odds">struck by lightning in your lifetime</a> than to beat the streak.</p><p><em>But&#8230;</em></p><p>As with all statistical problems, there&#8217;s power in numbers. </p><h3>How the streak could be broken</h3><p>For simplicity&#8217;s sake, <strong>let&#8217;s</strong> say our odds for each pick are <strong>75%</strong>.</p><p>If you do the math, the odds of getting a <strong>57-game streak</strong> in this case would be <strong>1 in 13,228,420</strong>. That means for every <strong>13,228,420 attempts</strong> to beat the streak, we would expect <strong>one success</strong>. And because there are <strong>162 games</strong> in the MLB season, and <strong>Beat the Streak</strong> allows you to pick <strong>two players per day</strong>, that means <strong>324 picks</strong> can be made in a season.</p><p>We can also figure in that every team gets days off, and they&#8217;re staggered, so there are more like <strong>180 MLB game days</strong> in a season. We also need to note that once there are only <strong>28 game days</strong> left, and you don&#8217;t have an active streak, you would no longer be able to reach <strong>57</strong>, even if you played perfectly for the remainder of the season. <strong>28 days &#215; 2 picks per day = 56</strong>, which falls just short of the <strong>57</strong> needed. That means only the first <strong>152 game days</strong> are viable for a full run.</p><p>If we take our odds of <strong>75% per pick</strong>, we would expect <strong>1 in every 4 picks</strong> to miss, leaving us with an <strong>average streak of only 3</strong> (<em>sad</em>). But the good news is that every two days we can start our streak anew, giving us:</p><p><strong>152 game days &#247; 2-day streak = 76 total attempts</strong> to Beat the Streak per season.</p><p>If we also factor in that some people have lives and don&#8217;t want to make picks for <strong>152 days straight</strong>, or that they may want to take things slow and lower their pick frequency when they have a strong streak going, then it&#8217;s more realistic to expect they&#8217;ll make around <strong>38 attempts per season</strong>.</p><p><strong>So&#8230;</strong></p><p>If we need <strong>13,228,420 attempts</strong> at the streak, and each person makes <strong>38 attempts</strong>, then we would only need:</p><p><strong>13,228,420 &#247; 38 = 348,116</strong></p><p>Just <strong>348,116 people</strong> playing Beat the Streak this year would give us a reasonable expectation that someone finally pulls it off.</p><h3>Is it realistic?</h3><p>According to MLB, more than 5 million unique users have participated in Beat the Streak, and two users have achieved streaks above 50. So from an intuitive standpoint, I do believe it&#8217;s realistic. Even I had a pretty good streak going at 29 back in the 2019 season (I&#8217;ll never forgive Charlie Blackmon).</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!Lb_-!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!Lb_-!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 424w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 848w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 1272w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!Lb_-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png" width="750" height="747" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:747,&quot;width&quot;:750,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:101348,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https://www.thebreakdownpoint.com/i/159727314?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!Lb_-!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 424w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 848w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 1272w, https://substackcdn.com/image/fetch/$s_!Lb_-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56f81f82-c929-4fcf-b864-1f8b3c6c4596_750x747.png 1456w" sizes="100vw" loading="lazy"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p>If there were renewed interest in Beat the Streak, and a sense of hope to keep players engaged, I think we could get someone over the finish line.<br>Perhaps all we need is for my <em>massive</em> following here on Substack to mobilize and greatly increase the number of consistent streakers we have (interesting word choice) and we could accomplish what many thought impossible.</p>]]></content:encoded></item><item><title><![CDATA[The Breakdown Point's 2024 Election Forecast]]></title><description><![CDATA[Bringing Stability to a Volatile Election]]></description><link>https://www.thebreakdownpoint.com/p/the-breakdown-points-2024-election</link><guid isPermaLink="false">https://www.thebreakdownpoint.com/p/the-breakdown-points-2024-election</guid><dc:creator><![CDATA[Sean Nickell]]></dc:creator><pubDate>Thu, 05 Sep 2024 04:10:53 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/88280596-e90d-400f-82de-803eb819e801_1200x600.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" target="_blank" href="https://substackcdn.com/image/fetch/$s_!i2xB!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png" data-component-name="Image2ToDOM"><div class="image2-inset"><picture><source type="image/webp" srcset="https://substackcdn.com/image/fetch/$s_!i2xB!,w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 424w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 848w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 1272w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 1456w" sizes="100vw"><img src="https://substackcdn.com/image/fetch/$s_!i2xB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png" width="1200" height="600" data-attrs="{&quot;src&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:600,&quot;width&quot;:1200,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:137660,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null,&quot;offset&quot;:false}" class="sizing-normal" alt="" srcset="https://substackcdn.com/image/fetch/$s_!i2xB!,w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 424w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 848w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 1272w, https://substackcdn.com/image/fetch/$s_!i2xB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1c1bf95f-5a44-43c3-a2a2-b67537c8d854_1200x600.png 1456w" sizes="100vw" fetchpriority="high"></picture><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container restack-image"><svg role="img" width="20" height="20" viewBox="0 0 20 20" fill="none" stroke-width="1.5" stroke="var(--color-fg-primary)" stroke-linecap="round" stroke-linejoin="round" xmlns="http://www.w3.org/2000/svg"><g><title></title><path d="M2.53001 7.81595C3.49179 4.73911 6.43281 2.5 9.91173 2.5C13.1684 2.5 15.9537 4.46214 17.0852 7.23684L17.6179 8.67647M17.6179 8.67647L18.5002 4.26471M17.6179 8.67647L13.6473 6.91176M17.4995 12.1841C16.5378 15.2609 13.5967 17.5 10.1178 17.5C6.86118 17.5 4.07589 15.5379 2.94432 12.7632L2.41165 11.3235M2.41165 11.3235L1.5293 15.7353M2.41165 11.3235L6.38224 13.0882"></path></g></svg></button><button tabindex="0" type="button" class="pencraft pc-reset pencraft icon-container view-image"><svg xmlns="http://www.w3.org/2000/svg" width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2" stroke-linecap="round" stroke-linejoin="round" class="lucide lucide-maximize2 lucide-maximize-2"><polyline points="15 3 21 3 21 9"></polyline><polyline points="9 21 3 21 3 15"></polyline><line x1="21" x2="14" y1="3" y2="10"></line><line x1="3" x2="10" y1="21" y2="14"></line></svg></button></div></div></div></a></figure></div><p><strong>FINAL UPDATE: Tuesday, 11/5/24 at 7:00am PT</strong></p><p><em>Note 11/5/24: The &#8220;tossup&#8221; category has been removed for the final state-level predictions.</em></p><div><hr></div><p>Let&#8217;s start with a look at the 2024 Electoral College Map. <em>Because what&#8217;s a good election forecast without an electoral college map?</em></p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/CuR0p/10/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d3b36f63-2aaf-4732-8c03-5315cea4895e_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:448,&quot;title&quot;:&quot;Final Map No Tossup&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/CuR0p/10/" width="730" height="448" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/UgRpp/13/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9c5ce1d8-76fb-4e70-a90b-936f28549d9b_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:188,&quot;title&quot;:&quot;[ Insert title here ]&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/UgRpp/13/" width="730" height="188" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>The electoral college map reflects the current state of the race. The model establishes a baseline margin for each state by using economic indicators and past voting patterns. It then adjusts this baseline with up-to-date state polling and betting market data to capture current trends in the political environment.</p><div><hr></div><p>Now let&#8217;s take a look at an alternative depiction of the electoral college map. <em>Because two electoral college maps are better than one.</em></p><p>This map scales each state according to its electoral college share. Each tile represents 1 electoral vote.</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/HWB6i/2/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/d9cc9087-005e-4bab-b1d5-373d834a14ef_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:518,&quot;title&quot;:&quot;Final Map No Tossup Hex&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/HWB6i/2/" width="730" height="518" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><h4><strong>What goes into these predictions?</strong></h4><p>Great question, the following table gives some insight into the metrics used to predict the final margin of the national popular vote and 16 most competitive state contests.</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/A6T5F/60/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/7a4a874f-c0fa-4a10-a972-f4cd0fb796ed_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:655,&quot;title&quot;:&quot;[ What Goes Into the Final Predictions? ]&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/A6T5F/60/" width="730" height="655" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><h4><strong>So what does all this mean? Who is going to win?</strong></h4><p>That really is the 3,267,039,019 dollar question<a class="footnote-anchor" data-component-name="FootnoteAnchorToDOM" id="footnote-anchor-1" href="#footnote-1" target="_self">1</a>. And I don&#8217;t have the answer. What I do have, however, is another chart. Below is the outcome of 44,000 simulations of the 2024 election and the results summarized in the final 2024 election top line:</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/qjRnx/102/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3c309012-3754-45e1-9603-bb1172d54821_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:615,&quot;title&quot;:&quot;| Created with Datawrapper&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/qjRnx/102/" width="730" height="615" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/yivP5/45/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/2d6edb67-d98c-40d2-8eb5-1b41daa3a2fe_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:222,&quot;title&quot;:&quot;Election Topline&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/yivP5/45/" width="730" height="222" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>If you&#8217;re interested in how the horse race has changed over time, I have one final visualization showing the trend lines for each candidate since I published the forecast:</p><div id="datawrapper-iframe" class="datawrapper-wrap outer" data-attrs="{&quot;url&quot;:&quot;https://datawrapper.dwcdn.net/lkUNU/54/&quot;,&quot;thumbnail_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/984bcab8-72a1-4683-9f35-f23464e4e0e3_1260x660.png&quot;,&quot;thumbnail_url_full&quot;:&quot;&quot;,&quot;height&quot;:409,&quot;title&quot;:&quot;| Created with Datawrapper&quot;,&quot;description&quot;:&quot;Create interactive, responsive &amp; beautiful charts &#8212; no code required.&quot;}" data-component-name="DatawrapperToDOM"><iframe id="iframe-datawrapper" class="datawrapper-iframe" src="https://datawrapper.dwcdn.net/lkUNU/54/" width="730" height="409" frameborder="0" scrolling="no"></iframe><script type="text/javascript">!function(){"use strict";window.addEventListener("message",(function(e){if(void 0!==e.data["datawrapper-height"]){var t=document.querySelectorAll("iframe");for(var a in e.data["datawrapper-height"])for(var r=0;r<t.length;r++){if(t[r].contentWindow===e.source)t[r].style.height=e.data["datawrapper-height"][a]+"px"}}}))}();</script></div><p>My understanding of this race, after spending hours poring over data, preparing thousands of lines of code, and staying up until 3 a.m. because I &#8220;just can&#8217;t get this thing to work,&#8221; is fundamentally unchanged from where I started. I think this race is a toss-up<a class="footnote-anchor" data-component-name="FootnoteAnchorToDOM" id="footnote-anchor-2" href="#footnote-2" target="_self">2</a>, and I wouldn&#8217;t be surprised if either candidate walked away with over 300 electoral votes. The only thing that would surprise me is if the election comes and goes without controversy.</p><div class="footnote" data-component-name="FootnoteToDOM"><a id="footnote-1" href="#footnote-anchor-1" class="footnote-number" contenteditable="false" target="_self">1</a><div class="footnote-content"><p>The amount of money bet on the election winner per <a href="https://polymarket.com/event/presidential-election-winner-2024/will-donald-trump-win-the-2024-us-presidential-election?tid=1725342516534">polymarket.com</a> as of 11/5/24.</p></div></div><div class="footnote" data-component-name="FootnoteToDOM"><a id="footnote-2" href="#footnote-anchor-2" class="footnote-number" contenteditable="false" target="_self">2</a><div class="footnote-content"><p>With Trump&#8217;s lead continuing to grow in this forecast, it may be time to reconsider this statement. However, I still believe the race is very close, possibly even a toss-up, given how election data has misled us in the past, especially during the Trump era.</p></div></div>]]></content:encoded></item></channel></rss>