Tuesday 14 July 2026 FIFA World Cup 2026 · Semifinals · Day 1 Bulletin № 030
MM·26 Prediction Agent

The Expected
Points Bulletin

Scoreline picks that maximise contest points — not headlines. [ market 60% · form 25% · xG 15% · ranking 15% · last-match v2 ]

The Ledger
QF · 9 Jul
10 pts
FRA 2–0 — winner, exact by one
QF · 10 Jul
40 pts
ESP 2–1 exact ★
QF · 11 Jul
0 pts
no bulletin — ENG & ARG unpicked
SF · 14 Jul
0 pts
ESP 2–0 — the hump never came
930/4000points
thru SF · day 1
Folio I — FT: France 0–2 Spain AT&T, Dallas · 3:00 PM ET

France v Spain

FIFA № 3 (~1871 pts) — vs — FIFA № 2 (~1875 pts)

Official Pick
1–1
E[pts] 7.2 · exact 14.2%

The heavyweight semifinal: six wins from six for France, one goal conceded in six for Spain, and the two best players of the tournament — Mbappé (8 goals, the Golden Boot leader) against Yamal. The market makes France narrow favourites (2.41); the blend calls it 40/30/31 with a 30% draw hump, the fattest of the knockouts. Both quarter-finals here were settled by fine margins; this one profiles at 2.6 goals with 1–1 nearly twice as dense as any win scoreline (14.2%). Tchouaméni’s thigh is the team-news swing. The audit-validated coin-flip rule applies: 1–1 is the play. FT 0–2 — no coin-flip in the event: Oyarzabal converted an early penalty (22′), Porro doubled it (58′), and Spain’s seventh shutout in seven carried them to a first final since 2010 — in ninety minutes, no ET needed. Mbappé ends on 8; our 1–1 gets 0. Spain await the England–Argentina winner.

Win · Draw · Winblended probabilities
FRA 40%
30%
ESP 31%
France windraw (90')Spain win

Signal Blend — expected goals

Closing market, de-viggedw 60%1.43 – 1.20
Twelve-month form & stylew 25%1.65 – 1.70
In-tournament xG model 4thw 15%0.80 – 1.09
FIFA ranking (We 50%)w 15%1.34 – 1.36
Last-match vs expectation v2Δ softened+0.04 / -0.09
Final modelρ -0.1491.42 – 1.23
Scoreline Probability Grid — P(exact) %
ESP →
FRA ↓
0
1
2
3
4
0
8.90–0
6.80–1
5.30–2
2.20–3
0.70–4
1
8.21–0
14.21–1
7.61–2
3.11–3
0.91–4
2
7.22–0
8.82–1
5.42–2
2.22–3
0.72–4
3
3.43–0
4.23–1
2.53–2
1.03–3
0.33–4
4
1.24–0
1.54–1
0.94–2
0.44–3
0.14–4

Grid covers 97.7% of outcomes · over 2.5 goals: 49.3% · 90-minute scoreline

Pick Ledger — ranked by expected points

ScoreP(exact)E[points]
1–1◂ PLAY14.2%7.22
2–18.8%6.60
1–08.2%6.44
2–07.2%6.12
0–08.9%5.65
1–27.6%5.33

France — form & style

  • Six wins from six, 16 GF / 2 GA — 3–0 Sweden, 1–0 Paraguay, 2–0 Morocco in the knockouts (Mbappé 60′, Dembélé 66′).
  • Mbappé on 8 — first ever with 8+ at back-to-back World Cups, 20 goals in 20 WC appearances. Dembélé & Olise around him.
  • Tchouaméni a game-time thigh decision (Koné readied). Third straight WC semifinal for Les Bleus.

Spain — form & style

  • One goal conceded in six — the record 5-shutout run ended by De Ketelaere before Merino’s 88′ rebound beat Belgium 2–1 (our exact ★).
  • Oyarzabal leads the line, Yamal the tournament’s young star, Rodri & Pedri run the middle. Unbeaten in 35.
  • Nico Williams back off the bench; all starters fit. A 90′ draw grades as a draw — and Spain won their last final meeting with France (Nations League 2025).
Odds (FD/RW): 2.41 / 3.30 / 3.30 · O2.5 1.95 · U2.5 1.87 xG FRA 1.85 · ESP 1.95 · final 1.42–1.23 · ρ -0.15 · FT 0–2 (Oyarzabal pen 22′, Porro 58′) → pick 1–1, 0 pts
Appendix A

How the picks are made

STEP 01
Blend four signals

Start from the de-vigged closing market (60%), then blend twelve-month form & style (25%), an in-tournament xG model (15%) rating each team on the expected goals it created & conceded across its four games so far, and the FIFA ranking's Elo expectancy (15%). The xG signal is shrunk to the league mean so it nudges rather than dictates.

STEP 02
Last-match read, softened v2

Each team's xG is nudged by how its most recent game beat/missed expectation; the attack term (finishing) is halved because it regresses. The read uses each side's final group game — now a week old for today's slate, so treat it as a light thumb on the scale.

STEP 03
Fit Dixon-Coles & maximise points

A Poisson model with the Dixon-Coles low-score correction ρ gives a probability for every scoreline. Each is ranked by 30·P(exact) + 10·P(1X2) — the contest's scoring, which stack (an exact hit is worth 40). Knockouts are scored on the 90-minute result, so the model still picks within 90 minutes.

!

Semifinals, Day 1 — graded: 0. France 0–2 Spain (Oyarzabal pen 22′, Porro 58′) — the fattest draw hump of the knockouts never materialised: Spain controlled from the penalty on and kept a seventh clean sheet in seven, reaching a first final since 2010 in regulation. The fourth deliberate draw pick lands 0; the draw-pick ledger reads one +10, three 0s — still within its priced probabilities, but the coin-flips keep landing on the rim. Tournament 930/4000. Tonight: England–Argentina in Atlanta for the other final spot. Scoring: 30 exact · 10 winner (max 40).

Appendix B

The ledger, audited — through the round of 16

AUDIT 01
Calibration: the engine is honest

Across 24 graded knockout picks: the model said 25% of games end level after ninety — 25% did (6 of 24). It projected 2.62 goals a game — 2.65 arrived. It claimed ~12.9% on its exact picks and landed 8.3% (2 of 24) — inside one standard error at this sample size. Nothing in the data says the probabilities are wrong.

AUDIT 02
Return: running at expectation

Knockout haul: 210 of 960 (21.9% of max) against the model's own pre-match expectation of ~21%. Results hit 15/24 (win-picks 14/20 = 70%); two exacts ★ (Canada 0–1, Colombia 1–0). The actual scoreline landed in our published top-three 55% of the time against a modelled 33% — the grid's shape has been better than advertised; the top line has been unlucky within it.

AUDIT 03
What changes: nothing structural

Variance dominates at n=24. Two behavioural rules survive the audit: coin-flip draw picks stay (the draw share was priced exactly right), and no exact-chasing — the second-ranked scoreline has cashed five times to the top line's one, a gap comfortably inside luck; abandoning the E[pts] argmax would trade points for stories. Eight picks remain (four quarter-finals, two semis, the bronze final and the final): expected haul ≈ +70, projected finish ≈ 950/4120.