I am really pleased we get to see this Bulls/Heat series as it should bode for a classic Rivalry for the next few years and help re-spark interest in the NBA after the almost-certain labor stoppage next season. In the last couple of days, I have seen a lot of hyperbolic posts for both sides when it comes to this series.
However, the smart investor knows the value lies in the Bulls at +160 and this play comes down solely to value. Let's face it, this series is a 50/50 proposition because both teams could win. Consequently, there is no value in taking the Heat at -190. However, there is value in the Bulls at +160 because of the home court advantage. Here are the other reasons I like the Bulls for 3.5x in this series (I have total of 5x for Bulls to win this series when factoring in a futures bet at +150 for Bulls to win the East):
- Depth: While the Heat have two of the top three players on these two teams, the Bulls go ten deep which will allow for different matchups, spot plays and defensive adjustments that Thibodeau can use to his advantage. For example, when it was clear earlier on in the Atlanta series that Korver and Boozer were not able to match with some of the Hawks athleticism, he went with Asik and Brewer for the entire fourth quarter as a responsive adjustment that shut the Hawks down. The Heat don't have that flexibility. With Boozer healthy as evidenced by his recent performances, and Noah, Deng, Korver, Bogans, Gibson, Brewer, Asik and Watson, I think the Bulls have the flexibility to respond to in-game situations. James, Wade, Bosh, Chalmers, Anthony, an old Z, Dampier, Miller and Bibby, just can't compare to the established rotation of the Bulls. What do the Heat do if Lebron and Wade both get in foul trouble early? I don't think they have a plan for such a situaiton and the Bulls will be aggressive in their offensive attack. Now, I'm not saying this isn't a close matchup. Lebron and Wade will most certainly get theirs. But for the full 48 minutes, I think the Bulls have the better rotation possibilities. This type of flexibility lends itself to the close games that we most certainly will see and the Bulls will take full advantage.
- Defense: I give the edge just slightly to the Bulls on defense. These are two solid defensive teams. They both force turnovers in order to score in transition. On one hand, the Bulls have been exposed in these last two rounds by giving up too many unforced turnovers. If they continue this trend, they may not be able to survive. However, I think they shore up any sloppiness. Because of the athleticism, quickness, toughness and size down low, the Bulls present matchup problems for the Heat. We all expect the Bulls to cut off the Heat's access/points in the paint and force outside shots like the Celts did. However, with Deng's proven ability to defend Lebron with help and the Bulls perimeter defensive schemes, I think the Bulls will be more successful with this strategy. Miami will attempt to shut down Rose and assume no one else will hit their shots. That is what the Hawks did with some success. However, I think the Hawks posed more problems for the Bulls bench and role players than the Heat's bench. The Bulls bench will consistently outscore the Heat bench and will clamp down on the Heat's reserves when on defense. All things considered, I think the Bulls have a slight edge on defense. They will take the easy shots away from Lebron and Wade, force them to take low percentage shots and clamp down on everyone else. Thibs will have multiple schemes and this again gives us another reason to lean to the Bulls when considering overall defense.
- Coaching: I don't think I need to go too in-depth with analysis here, do I? Thibs runs his ship with discipline and consistency. Spo, well, he tries. At the end of the day, Spo is more of a caretaker than a coach. He does not compare to the coach of the year in a lot of respects. I'm not saying Spo is horrible, but Thibs clearly has the edge in x's and o's, game-planning, in-game adjustments and game-to-game adjustments. I give the edge to the Bulls with coaching.
- Rose: Rose presents problems for anyone, but especially for the Heat. They don't have one guy that can guard Rose. Everyone says, Chalmers and Lebron, but Rose's quickness will eat them up. I think the Bulls have a better chance of stopping Lebron than the Heat do to Rose. The problem is that the Heat can turn to Wade. This is why the Bulls depth and defense will be important to at least chip away at the superstars. Nevertheless, regardless of the Heat's superstars, the penetration created by Rose will lead to easy baskets for his teammates. If you remember, all year the formula to beat the Heat revolved around great point guards, whether it was Deron Williams with the Jazz or Rondo. However, Rose is superior to anything the Heat have faced so far. I also think Rose has the better intangibles in this matchup. He has that killer instinct and will to win that is becoming stuff of legend already. Rose has that photographic memory to respond successfully to tough situation. If he plays badly, he makes a note to correct and avenge that bad play the next time on the court. Rose helps the Bulls bounceback from losses better than any other team. If you check through regular season and post season game situations, you will see that the Bulls rarely lose two games in a row. Rose's determination will help the Bulls overcome the Heat in 7.
- Home Court: Home court can't be underestimated and lends itself to momentum. The Bulls have one of the biggest home court advantages in the league. This is also why the Bulls price of +160 is such good value. Because this is such an even matchup, the home court advantage could potentially be big. If the Heat steal one of the first two, then I would feel a bit less confident. If the Bulls win the first two games, I would expect the Bulls to end up winning the series.
- Heat's emotional letdown: The Heat's celebration after beating the Celts was telling. It showed they put a great deal of importance into that series and may be ripe for a letdown here. It seemed to me they thought they won something already. Whereas the Bulls were all business after clinching their series against the Hawks. The heat showed their mentality was not set on the big picture. To a man, all the Bulls said after the game was that they still have work to do. After the Heat's win, they talked of relief, getting the monkey off their back and all that nonsense. If the Heat were really that relieved to get to this point, they do not have the right mentality. This goes back to coaching and the Bulls advantage in that area. I think the Heat are set up perfectly for an emotional letdown in this spot.
- Value: At the end of the day, the Heat's superstar effect is huge. Rose will need a big series and the Bulls will need to play great team basketball with ball movement and defense. I think they will do that. However, I don't think this series is a slam-dunk for either team (as some Heat backers would lead you to believe). This series matchup is really closer to a 50/50 proposition than anything else. Therefore, the odds should be equal. However, the Bulls getting +160 while having home court puts the value solely on the Bulls play. There is no value on the Heat at -190.
- Hedge: By making a play on the Bulls, you leave yourself with multiple hedge opportunities down the road. This would not be the case with a play on the Heat. The plus odds on the Bulls will give you the freedom to hedge out at small price on later matchups once you know how the series is playing out. I think this bit of flexibility is huge in such a close matchup.
For the foregoing reasons, I am rolling with the Bulls in this series against the Heat at +160. If anyone can articulate for me why they would take the Heat at -190 I would love to hear. I'm not against backing the Heat, but that should done on a game-by-game basis and not as a series play. If you want to make a series play, the value says the play is on the Bulls or no play at all. Good luck.