It is related, or at least sort of.
For OBAR, let's go to Larry Cohen at
https://www.larryco.com/uploaded/product/44b5ae8f-5e4c-4256-8921-5d2645c54591.pdfHere is the idea of OBAR. Well as I understand it
Suppose the bidding begins 1
- Pass -2
- ?
LC suggests bidding 2
with very little. The example hand that he gives is KQT97 / 73 / JT85 / 84.
The logic is this. For the moment, imagine you are in second chair rather than fourth chair, and let's suppose you think that this hand is a bit light for a direct overcall of 1
over 1
. But maybe, with you still in second seat, it goes 1
- Pass -2 M - Pass - Pass - ? You have another shot, the opponents have found a fit but are stopping at 2
, so maybe you balance with 2
. Maybe you do, let's suppose that you would. OK. Now we put you back in fourth chair with this hand and the auction goes 1
- Pass -2
- ?. You reason, or at least LC reasons: Well, if I were in 2nd chair and if this were passed around to me I would balance with this, so m maybe I should do it now anyway. If my LHO was about to pass, then this is just like being in the pass out seat, and if he was not going to pass he probably will go on ni hearts anyway rather than saw me off at the 2 level.
So the OBAR idea is to" balance when you are not in the balance position".
I have not so much bought into this. Of course if it were just a matter of listening to me or listening to LC, you should of course listen to me.
No, you should listen to LC. But I am not sure that this is all that OBAR has all that wide a following. Notice that with the LC hand, you can reasonably believe that you would (probably) like a
lead if they do go on in
, which they probably will. So it does have that going for it.
So OBAR is an aggressive action against opponents who have opened the bidding and raised.
Now if the auction begins 1
- Pass - 2
- 2
what should a double by opener be? The thing is, these super aggressive OBAR bids are often at the 2 level since coming i at the 3 level in a live auction on not much is not appealing. Still, there will be times when the auction begins
- Pass - 2
- 3
. Now we are at the point where they have crowded us out of bidding room.
Back to Mike Lawrence. In his section on the Maximal Double he recommends keeping 1
- Pass - 2
- 3
- X as a penalty double! Compare this auction with 1
- 2
- 2
- 3
- X. In this latter auction, you and the opponents both have a fi, and this means that the priority is likely to be distinguishing between a 3
sign off (bid 3
) and an invit to 4
(make the Maximal Double). In the auction
- Pass - 2
- 3
the opponents might or might not have a
fit, perhaps they have just waltzed their way into trouble, and ML recommends keeping the Penalty Double as an option. I am pretty sure you could find expert opinion who disagree. You can't have everything. ML thinks that if we have a heart fit and they are known to have a diamond fit, we rarely want to hi 3
for penalty. But if we have a
fit and they only might have a
fit, then keeping the penalty option sounds right.
Which gets me back to an earlier point. Maybe ML is right about keeping the penalty meaning in this case, maybe he isn't, but how to decide. I think that there is a lot to be aid for just picking a source and saying "Let's do it his/her way".
An aside, maybe relevant: It is often noted that if one side has a fit then so does the other. Well, sort of. Suppose opening side has an 8 card heart fit. The opponents have 26 card between them, 5 of their cards are hearts, so 21 are non-hearts. It's possible that they have three 7 card fits. If the opening side has a 9 card fit then the opponents have 4 hearts and 22 non-hearts, so then yes, there must be an 8 card (or better) fit somewhere.
But now back to the auction 1
- Pass - 2
- 3
. Opening side might have only an 8 card fit so there is no guarantee that opponents have an 8 card fit anywhere, and, moreover, even if they have an 8 card fit it might not be in diamonds!. So the penalty X now looks a little more useful. Compare with 1
- 2
- 2
- 3
. Now they almost certainly, unless they are truly nuts, have an 8 card fit, quite possible a 9 card fit, and so now we want to decide whether to sign off in 3
or make a game try. Hence the Max Double.
This answer got a bit long!