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Oh, Crap

By Brian — October 15th, 2008 at 11:35 AM — 62 comments

So a few months ago Chris Stassen, maintainer of the invaluable Stassen.com, emailed me to note that his name was not, in fact, "Harold." I had been calling him Harold for years.

Oops.

So I don't know if this is revenge or whatever, but yesterday this hit my inbox from Mr. Stassen. It's possibly the most frightening thing I've ever seen. The elderly, children, and pregnant women are advised to stop reading now.

I warned you…

Last year I stumbled across a research paper on the odds of a Vegas favorite winning a game (e.g., a 1-point favorite wins 53% of the time, a 7-point favorite wins 69% of the time).  The research was based on Vegas lines and NFL games, so one can argue against applying it to the college game.  I think college teams perform less consistently than pro teams (meaning that a big NCAA favorite is less guaranteed to win than an equivalently big NFL favorite)... but probably it gives a decent rough measure.

The other problem I've had is how to get "lines" for games which are purely only hypothetical (e.g., Texas Tech vs Kansas in the Big XII title game), or games which are weeks away and not big enough for Vegas to publish an early line (e.g., Michigan at Purdue).  I've finessed this issue by using Sagarin's PREDICTOR ratings (his best estimate of team strength) to compute spreads.  Again, this sort of abuses the research paper's results, in that his spreads aren't the same as Vegas lines (though they tend to be pretty similar).  Anyway, if we're only looking for ballpark figures, we don't have a lot of other options if we want to do this sort of computation.

There are lots of various ways to throw rocks at this analysis.  I did a similar one for Ohio State fans at the start of the season, and computed that Ohio State was twice as likely to lose 3+ games, as they were to go undefeated.  That was not too popular with the OSU fanbase, but I think I will be somewhat vindicated by the end of the season.

Anyway, even though there are weaknesses, I think the analysis' results are useful for looking at how a season "should" play out.  More important than the spreads and exact per-game probabilities going in, are the ways in which the probabilities of individual games combine into the probability for this or that overall record.

Without further ado, here's the result for the remainder of Michigan's season:

By Sagarin-predictor pointspreads, Michigan is an underdog of more than a touchdown in every remaining game:

+8 at Purdue,
+9 against Northwestern,
+15 against Michigan State,
+16 at Minnesota,
+21 at Ohio State, and
+34 at Penn State

Using these numbers, the composite odds for Michigan's final six games of the regular season are:

6 wins =  0.0% (8-4)
5 wins =  0.0% (7-5)
4 wins =  0.4% (6-6)
3 wins =  3.9% (5-7)
2 wins = 18.7% (4-8)
1 wins = 41.8% (3-9)
0 wins = 35.2% (2-10)

By that calculation, Michigan is more than 75% likely to finish either 3-9 (one win in their remaining games) or 2-10 (no wins), with 3-9 being a bit more likely than 2-10.

They're a 22-to-1 longshot to exceed 4-8, and about a 250-to-1 longshot to be marginally bowl eligible at 6-6.

Individual results [excised for space and horror considerations; it's just the numbers in detail]

The most likely single outcomes are:

(1) Lose all remaining games (35%)
(2) Beat only Purdue (14%)
(3) Beat only Northwestern (12%)
(4) Beat only Michigan State (6%)
(5) Beat only Minnesota (6%)
(6) Beat Purdue and Northwestern (5%)

-------------

Anyone still alive after all that? If so: computer ranking are pretty crappy measures of team strength even at the end of the year, and they can be wildly inaccurate with only six games of data. The thing that jumps out at me is the Penn State spread, which is a full ten points higher than the Vegas line. FWIW, the Vegas line is always a more accurate predictor than computer rankings. This is considerably more grim than the facts on the ground. Probably.

But… yeah. I'm building a bomb shelter.

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Posted on: October 16th, 2008 at 8:19 AM #1
Ernis
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Vegas

Didn't Vegas also give us the 10th best odds to make it to the national title game this year?

There is one source of hope: intangibles. In college football, anything can happen. I am still confident we can win out (except probably against PSU... but whatever). If you could just go by the numbers, USC would be undefeated every year. I think it would help if someone sent this research to the team... it would motivate the hell out of me in their situation.

Speaking of intangibles don't forget that -- hard as it may be to believe during this season -- the players may have completely overlooked Toledo (it's happened before) and forgot about the whole "Oh yeah we aren't good now" thing. I'm sure at least some of them did. So... I'm saying there's a chance...

That's right, Dude. 100% certain.

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Posted on: October 15th, 2008 at 5:16 PM #2
Don
Joined: 2008-06-30
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If 20% of the old fans who yell "down in front!"

give up their tix in frustration this year, then all this pain will have been worth it.

One random fact I unearthed yesterday is that in all the years we've been playing MSU, Sparty has never once scored as many as 40 points on us. If that's going to happen any year, it will be this one. Not sure I'd bet on that, though.

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Posted on: October 15th, 2008 at 4:41 PM #3
Anonymous Coward
But soon as UM beats somebody

But soon as UM beats somebody those point spreads change.  Just beating Purdue would probably put the Northwestern game at less than a TD.  Beating little bro would make big changes.  I still think we win at least 2 more.

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Posted on: October 15th, 2008 at 3:02 PM #4
Anonymous Coward
Sigh

Sagarin's PREDICTOR ratings are distinctly biased towards high scoring (fast paced) teams,  because he uses a 1D game-output function (using only the point differential), and, of course, fast-paced teams create a larger point differential even though the game's not that much more winnable. I liked Massey's "power" ratings better (he uses a 2D GOF), but they're gone now, unfortunately.

Sigh. Someone really needs to come up with a college-football rating that's intended to be predictive, rather than descriptive (which is what you need for the BCS) and is *transparent*, so people can criticize it. 

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Posted on: October 15th, 2008 at 1:52 PM #5
Anonymous Coward
mistake

Future games arent independent events, if they were the lines wouldnt change after a game.  the mean is still accurate but your tails are way too thin.

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Posted on: October 15th, 2008 at 1:45 PM #6
Bucknik
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2% chance

After OSU lost to Illinois last season, Chris calculated that the Buckeyes had a 2% chance of getting to the NC game.

Strange things can happen.

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Posted on: October 15th, 2008 at 2:57 PM #7
matty blue
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WOOOOOOT!

yeah, baby.

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Posted on: October 15th, 2008 at 1:23 PM #8
matty blue
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yeah...harold stassen...

i always thought it was funny that stassen's name was "harold."

 

harold stassen was the punchline for one of my favorite doonesbury cartoons, once i looked him up (this was pre-internet, i'll point out).  the guys are playing poker, and one says "my hand has the strength and determination of robert mcnamara."  the next says "mine has the charisma of ted kennedy."  after a beat, mike mumbles "harold stassen."  or some such - turns out that stassen was a perennial losing presidential candidate, sorta like ralph nader or dennis kucinich.  i seem to recall a simpsons reference, too, but i can't remember what it was.

 

the point?  too bad it's NOT harold stassen, maybe we could disregard the numbers. 

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Posted on: October 15th, 2008 at 1:10 PM #9
chitownblue (not verified)
Remember - the intention of

Remember - the intention of Vegas Odds isn't to be predictive - it's to establish a spread on which people will gamble. So, if the perception held by teh vast majority of gamblers, who likely haven't watched that many games, is that Michigan is completely horrendous, they will need more points to bet on UM. The spread is a number based on perception - not an analysis of the teams.

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Posted on: October 15th, 2008 at 2:22 PM #10
Brian
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You are correct, but this is

You are correct, but this is also correct: the Vegas line has been a better predictor of outcomes than any computer attempt ever. So if the line is more optimistic than PREDICTOR, that's good news for us.

Of course, optimistic is relative here.

MGoBlog | Sporting News | HTTV 2009 | e

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Posted on: October 17th, 2008 at 9:54 AM #11
Anonymous Coward
Big dif btwn NFL and NCAA lines

Brian,

 The standard deviation for NCAA is significantly higher than NFL. In college football, large upsets (see Toledo), and large variances from predicted score (Illinois) happen relatively frequently. In the NFL (probably due to large gambled amounts, and thus, more accurate lines) huge upsets are very, very rare.

That being said, I'd love to get a copy of that paper and I'll happily take the points in the rest of Michigan's games this year.

Matt Wilk

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Posted on: October 15th, 2008 at 2:42 PM #12
jamiemac
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Good point,

Billy

www.justcoverblog.com

God Bless Your Cotton Pickin' Maize & Blue Hearts

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Posted on: October 15th, 2008 at 1:55 PM #13
helloheisman.com
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But Vegas spreads are kinda

But Vegas spreads are kinda like the stock market...there are a lot of people who watch closely and do thorough research along with those that don't.  If you believe in efficient markets, you should believe that Vegas lines are a good indicator of relative chances as well.

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Posted on: October 15th, 2008 at 2:01 PM #14
Other Chris
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This might not be the week

To tout the reliability of Vegas lines by comparing them to the stock market.

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Posted on: October 15th, 2008 at 12:54 PM #15
Ace
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Thanks Brian...

...my midterms now seem infinitely less painful. However, my reasoning behind dropping $60 on a Penn State ticket seems even more flawed than it was five minutes ago.

http://thewolverineblog.com

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Posted on: October 15th, 2008 at 12:49 PM #16
Anonymous Coward
MSU game

i see tickets are available from the box office.  guess it will not be a sell out.  no surprise.

NW game may not even break 100K.  that would be another tradition gone. 

 

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Posted on: October 15th, 2008 at 12:48 PM #17
BlueNote
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So you're saying there's a chance.

downst - gotta love the obscure Ace Ventura Pet Detective reference

I like your optimism.  You must have hope or else you'll go crazy.

"Sanity may be madness but the maddest of all is to see life as it is and not as it should be."

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Posted on: October 15th, 2008 at 12:51 PM #18
Chrisgocomment
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Actually,

That's from Dumb & Dumber when a girl told one of them "I wouldn't date you if you were the last man on earth"....or something to that effect.  Great line, though.

The answer to Walmart Wolverines: Save-A-Lot Spartans

Check it out, no question, Jim.

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Posted on: October 15th, 2008 at 1:18 PM #19
WolvinLA
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No, Jim Carey's character

No, Jim Carey's character asked what the chances are that they would be together.  He asked, "one in a thousand?" and she said "More like one in a million." 

He then said "So you're saying there's a chance!"

Later in the movie, when he found out she was married he said, "What was all that one in a million talk?"

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Posted on: October 15th, 2008 at 1:25 PM #20
ATX Wolverine
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Wow

It's a little disturbing, but nonetheless awesome, that you can quote Dumb & Dumber that well.

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Posted on: October 15th, 2008 at 1:42 PM #21
dex
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cinematic classic

Big gulps, huh? Well, see ya later!

great and omniscient Grand Poobah of the WLA

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Posted on: October 15th, 2008 at 2:01 PM #22
ATX Wolverine
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Another apt quote right now:

We got no food, we got no jobs... our PET'S HEADS ARE FALLING OFF!

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Posted on: October 15th, 2008 at 3:10 PM #23
Chrisgocomment
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JUST WHEN I THOUGHT YOU

JUST WHEN I THOUGHT YOU COULDN'T BE ANY DUMBER, YOU GO AHEAD AND DO THIS.......AND TOTALLY REDEEM YOURSELF!!!

The answer to Walmart Wolverines: Save-A-Lot Spartans

Check it out, no question, Jim.

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Posted on: October 15th, 2008 at 9:18 PM #24
mooseman
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Or this for JoPa.

Hey, I guess they're right. Senior citizens, although slow and dangerous behind the wheel, can still serve a purpose. I'll be right back. Don't you go dying on me!

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Posted on: October 15th, 2008 at 12:48 PM #25
UMFootballCrazy
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Reality Bites

Even if these numbers are flawed, they paint a picture of the reality of things as they are.  I have no hopes left.  As I have watched the season unfold, the grim reality has settled in that our beloved program does not reside in such lofty heights so as to be immune from the problems that lesser programs have in making a major coaching/system change.  We too can go through a rebuilding period.  Its been a good run and good things are coming, but for now all we have to do grin and bear it and take comfort in the fact that Coach Rodrigues has done this before.  He needs more than talent, he needs his kind of talent.  His system takes time to learn and perfect.  I expect that by the time my eldest is applying for pre-med at UM in two years things should be sorted out and we will be the terror of the Big Ten.  Till then...its all pain and suffering...think expatiation...purgatory...a cleansing for the glory to come...

Maybe on the bright side some of these haters will give up their death grip on their season's tickets and it will be possible to buy a family block to enjoy and pass on to my kids and grand kids...

Go Blue!

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Posted on: October 15th, 2008 at 12:39 PM #26
Anonymous Coward
MSU and NW games

sounds like one or both of these games could have below 100K in attendance...... unfortunately another tradition may fall.

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Posted on: October 15th, 2008 at 12:37 PM #27
Anonymous Coward
But if UM somehow...

wins this week, all those numbers go flying out the window. Gone. Pfft. Seeya.

Which is why, back to your original premise, Brian, extrapolating results in college football even one week forward is foolhardy.
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Posted on: October 15th, 2008 at 12:37 PM #28
joeyb
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I would like to see our odds

I would like to see our odds after the PSU and MSU games. If we keep it close vs PSU, those lines will drop quickly, especially if our offense scores a few times. Plus, a lot of people have been talking about us beating MSU because all they have is Ringer and if we stop him like we stopped PJ Hill, their offense stops functioning. If those two games turn out this way, the lines shift and we have a much better odds of beating Purdue, Minnesota, and NW.

Imagine if they had done this analysis on USC after the OSU defeat. They would have had a near 100% chance of being 12-0 or possibly 13-0. We all know how that turned out. This is college football and it is largely based on emotions. Statistics cannot account for that. I still think there is a good chance we hit 6-6.

Cousins & Nichol - 2927
Tate & Denard - 2345
Includes M vs. Purdue and MSU vs. WMU

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Posted on: October 16th, 2008 at 1:54 PM #29
Anonymous Coward
"A lot of people"

"A lot of people" also said Michigan would beat Toledo comfortably.  Michigan was a 16-point favorite.

There is not a "good" chance of Michigan making it to 6-6.  There is a small but nonzero chance.

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Posted on: October 15th, 2008 at 12:35 PM #30
Anonymous Coward
expect the worst

And you will never be disappointed I guess...but I'm more of a glass is 1/20th full kinda guy

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Posted on: October 15th, 2008 at 12:34 PM #31
TrueBlueMan
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How does this work?

This is very interesting, but I'm not following the methodolgy. I use PREDICTOR all the time but what are then other numbers you are using? Can you explain in a little more detail?

Also, everyone should keep in mind that the Vegas line is not designed to be an indicator of score or outcome.

GO BLUE!
Jeff

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Posted on: October 15th, 2008 at 12:32 PM #32
Anonymous Coward
at least

if we go 2-10 we get the first pick in the draft

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Posted on: October 15th, 2008 at 12:27 PM #33
Anonymous Coward
Statistics

47.6% of all statistics are made up on the spot!

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Posted on: October 15th, 2008 at 12:25 PM #34
downst
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6-6

.4%

 So you're saying there's a chance.

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Posted on: October 15th, 2008 at 12:24 PM #35
Anonymous Coward
How does this work?

This is very interesting, but I'm not following the methodolgy. Can you explain in a little more detail?

Also, everyone should keep in mind that the Vegas line is not designed to be an indicator of score or outcome.

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Posted on: October 15th, 2008 at 12:20 PM #36
imafreak1
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interesting...

Since most numbers bases analysis is interesting, this is interesting. However, there is huge volatility in this particular analysis especially as applied to Michigan.

1. Timing. Doing this analysis now, after M's worst loss, predicts the basement. Lines change wildly over the course of a season and are still volatile week to week. Just look at Minnesota. They get a huge bump from beating Illinois but is anyone comfortable that game is an accurate gage of the relative strength of those 2 teams?

2. If jamiemac is correct, the Vegas line for the MSU game (at least) is crazy different from the computer line.

3. This Michigan team is considerably more volatile than your average team. They also have more room (and expectation to believe they will) to improve than your average team.

Having said that, I wouldn't be surprised by 4-8 but think losing all remaining games is very unlikely. Unless Threet gets hurt 3-9 is pretty tough and will make me sad. I also think that the games Michigan wins and loses will continue to be an odd jumble of inconsistency that eludes prediction. This team, at its worst, is not much better than ND from last season but they have a much higher ceiling. These stats treat them the same.

Give it to Wheatley!

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Posted on: October 15th, 2008 at 12:19 PM #37
Michigan Arrogance
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OK

so can any part of a 2-3 win season be blamed on RR? and if so, what part of that failure, specifically?

Harvard: The MICHIGAN of the East

We're not arrogant, we're just better.

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Posted on: October 15th, 2008 at 12:59 PM #38
WolvinLA
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A good amount will be blamed

A good amount will be blamed on him - he's the coach.  Just like a lot of people blamed Charlie the Enormous for ND last year, and although it's not completely analogous, he had some of the same problems to deal with.  If we had a 10 win season he would be a lot of the credit, so he will likely take a lot of the blame. 

That said, I don't think anyone else would have done much better.  I don't think that makes him a bad coach, or that he should, by any means, be fired.  This is one season that will have to be sacrificed so that we can have WVU type success, but in the Big Ten.  Totally worth it, in my book.

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Posted on: October 15th, 2008 at 12:33 PM #39
imafreak1
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specifically?

The third quarter. Every game, you can blame the third quarter on RR.

Maybe it is easier to start with what is not RR's fault right now. The offensive line, fumbles, unexceptional QBing, hideous safety play, inconsistency from young players.

Things that will bother me are lack of effort, personal fouls from frustration, offenses using the max protect and throw to wide open guy to repeatedly score TDs, and only winning one more game.

 Right now, I see a Michigan team that plays hard and tries to over come adversity. They've been in every game (even Illinois was close into the 4th) and that is important. I also like how RR has found and trusted the good young talent. He takes chances when appropriate and does not appear to lose faith. When Threet hits open receivers the offense hums. All good things.

Give it to Wheatley!

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Posted on: October 15th, 2008 at 12:15 PM #40
MMB 82
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I have already resigned myself to a 2-10 season

so that any wins will be a pleasant surprise. And I am 100% behind RR, so F you naysayers.

 

That "chemical burn" scene from Fight Club was strangely calming..... 

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Posted on: October 15th, 2008 at 12:12 PM #41
papabear16
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Caveman's right.  That'w

Caveman's right.  That'w what made me laugh.  The rest of the post was obscured by tears.

The application of pro numbers to the college game is a poor fit, mathematically.  That said, I can't argue that the ultimate results seem that unrealistic.  I think we get a few breaks and win one or two more, but sheesh.

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Posted on: October 15th, 2008 at 12:04 PM #42
JeremyB
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Do those figures factor in

Do those figures factor in Inevitable Spartan Collapse?

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Posted on: October 15th, 2008 at 12:12 PM #43
ameed
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We are?

Or what about the Joe-Pa allergic reaction to Maize & Blue...yeah, that one actually might finally be cured this year.

Excellence is Good

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Posted on: October 15th, 2008 at 11:53 AM #44
Maize n Brew Dave
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Ugh.....

Thanks for that Brian. I'm going to go throw up now.

Dave

Maizenbrew.com

Maize n Brew

Because Football is Better with Beer

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Posted on: October 15th, 2008 at 11:53 AM #45
Blue Durham
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If my understanding is correct, the winning percentage

is based on NFL spreads.  Isn't it a rare event for any NFL team to be favored by 21 points?  I don't think I have ever heard of a point spread over 30 points, so this is based on a very small sample this far out.  It may be extrapolated out from the smaller spreads, though, but still.

Also, it has been said that since they are "pros" in the NFL, on any given Sunday...

But until only recently, I used to think that on any given Saturday, Alabama would beat the living crap out of EMU.  And I don't think that is the case anymore.

I don't quite have as pessimistic outlook as these numbers indicate.  But close. 

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Posted on: October 15th, 2008 at 1:16 PM #46
sammylittle
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The Lions

I think the Lions have a chance to be 30 point dogs this year. 

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Posted on: October 15th, 2008 at 2:00 PM #47
Anonymosity
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Three times?

11/27 Tennessee (Thanksgiving Day Massacre!)

12/14 @ Indianapolis

12/28 @ Green Bay

Ann Arbor: now the permanent home of the Little Brown Jug

66-22-3 all-time

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Posted on: October 15th, 2008 at 11:52 AM #48
Anonymous Coward
ugh...

Thanks for that Brian. I'm going to go throw up now.

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Posted on: October 15th, 2008 at 11:52 AM #49
Anonymous Coward
Well, before we all

Well, before we all collectively jump off a cliff, keep in mind that Vegas/Sagarin lines will change over the course of a season.  If Michigan should somehow beat Penn St. (or at least make it a very close game), then the ensuing lines should tighten up.

In other words, based on how our season has gone to date, this is a good reflection of how it will go in the future if nothing else of significance changes from here on out.  The odds of that occuring are probably lower than the odds of Michigan finishing 2-10.

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Posted on: October 15th, 2008 at 11:49 AM #50
jamiemac
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Vegas lines....

.....for at least 2 of those games are out:

MSU -3.5 at UM.......first time I saw this line it was UM -1, then last week MSU -1....now Sparty is laying a FG and a hook.

OSU -20.5 at home vs UM......line has steadily grown from 14.5 since the start of the season.....not sure if OSU can even score that many points. Of course, UM could get shutout.

As for the other games.....I would have no trouble taking UM and the points if the actual lines are as high as those computer numbers point.

We are in games, folks, as long as we can avoid turnovers. I realize thats a lot to ask of this team, but eventually the madness has to stop.

Right!?!?!

www.justcoverblog.com

God Bless Your Cotton Pickin' Maize & Blue Hearts

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