jallerton, on 2013-October-25, 15:25, said:
I disagree with c_corgi's assessment of East never switch to a club from this holding, because that strategy would gift you the contract when you do hold ♣J. It will depend on East's own number of clubs, but on average from his point of view you'll hold ♣J about half the time.
Let's say that he uses this basis for his strategy and switches to a club about half the time he hold the K. Now when he has switched to a club, I'm comparing:
Case A 50% of 36% = 18%; with
Case D: 100% of 14% = 14%.
...
"Never" is going a bit far, but 50% of the time seems a lot. It seems to me quite a leap of faith [from East] to expect the result of South's number crunching to protect you from the horrible occasion when you have the K
♣, you do switch from it and partner had the J
♣ and the Spades were not coming in.
When declarer does not have the J
♣, (from East's POV, just as likely as the true layout, and once he has switched to a club, the Jack) he will see:
Case A: East's club switch was from the King and no-one holds
♠Qxx
Case D: East's club switch was not from the King and a defender holds
♠Qxx
Case A = East holds K
♣ x He doesn't have J
♣ x He switches to a Club x Spades not coming in
= 50% x 50% x 50% x 72%
= 9%
Case D = 14%
So when you add in the times when Declarer doesn't have the Jack you get:
Play East for KC: (18%+9%)/2 = 13.5%
Play for Spades: (14%+14%)/2= 14%
Which, admittedly is rather closer than I estimated before my first post. In fact I suspect I have demonstrated that in this case the defender is still conveying the impression that playing on Spades is an option, rather than it being right to do so. That is not what I thought I was doing when I began this post! In fact it looks like it is right to finesse in clubs when you do have the Jack and play on Spades when you don't.
sieong, on 2013-October-26, 18:12, said:
...
So here is where the game theoretic aspects got me confused. I followed a very similar line of reasoning at the table, and I drew the conclusion that the percentage play is to hook the club (I was assuming that East would return a club most of the time, like 80%, since the position of breaking up combined chances seems standard). But then if East knows that I know the percentages, and that he believes I will follow the percentage play, then would he not lose the cases when spades are not coming in and his partner has the CJ?
...
Confusing is right: the defender has to guess whether declarer thinks like jallerton, c_corgi, or like neither. Then declarer has to guess what the defender concluded! In any case, all East has to do is adjust his frequency of switching to a Club from the King away from 50% (or 80%) and suddenly the analysis gives a different answer.