Preview 2015: Heuristics And Stupid Prediction Comment Count

Brian

Previously: Podcast 7.0. The Story. Quarterback. Running Back. Wide Receiver. Tight End And Friends. Offensive Line. Defensive Tackle. Defensive End. Linebacker.Cornerback. Safety. Special Teams. 5Q5A: Offense.

Heuristicland

Turnover Margin

NotreDame-Rees-fumble-vs.-Michigan[1]

The theory of turnover margin: it is pretty random. Teams that find themselves at one end or the other at the end of the year are likely to rebound towards the average. So teams towards the top will tend to be overrated and vice versa. Nonrandom factors to evaluate: quarterback experience, quarterback pressure applied and received, and odd running backs like Mike Hart who just don't fumble.

Year Margin Int + Fumb + Sacks + Int - Fumb - Sacks -
2007 0.15 (41st) 14 15 2.46(33rd) 14 13 2.17 (67th)
2008 -.83 (104th) 9 11 2.42(33rd) 12 18 1.83 (57th)
2009 -1.00 (115th) 11 5 1.83(68th) 15 13 2.33 (83rd)
2010 -0.77(109th) 12 7 1.38(98th) 15 14 0.85(10th)
2011 +0.54 (25th) 9 20 2.31 (29th) 16 6 1.38 (33rd)
2012 -0.69 (99th) 7 11 1.69 (69th) 19 8 1.38 (28th)
2013 +0.38(33rd) 17 9 1.9 (64th) 13 8 2.77 (109th)
2014 -1.33 (124th) 5 5 2.4 (49th) 18 8 2.2 (63rd)

I'd say there's nowhere to go but up here, but I said that during the Rodriguez era and it never happened. /kicks dirt

But… seriously, this should be a place Michigan gets a ton better. Not only are they replacing Devin Gardner with a guy who had an interception rate a quarter of Gardner's, they had a turnover acquisition rate anomalously low for anybody, let alone a good defense. With a fifth-year senior quarterback this should at least be even and if opponents don't have option of throwing at the wide open guy on most snaps, both sacks and bad idea throws should increase.

Or, you know, they might not. Turnovers are low-incident, high-impact events and sometimes the don't make any sense.

Position Switch Starters

Jibreel Black Ohio State v Michigan 8THB4vo8SwAl[1]

Theory of position switches: if you are starting or considering starting a guy who was playing somewhere else a year ago, that position is in trouble. There are degrees of this. When Notre Dame moved Travis Thomas, a useful backup at tailback, to linebacker and then declared him a starter, there was no way that could end well. Wisconsin's flip of LB Travis Beckum to tight end was less ominous because Wisconsin had a solid linebacking corps and Beckum hadn't established himself on that side of the ball. Michigan flipping Prescott Burgess from SLB to WLB or PSU moving Dan Connor inside don't register here: we're talking major moves that indicate a serious lack somewhere.

The dossier:

Braden and Magnuson flip spots. A logical decision given Magnuson's left tackle frame and Braden's issues in pass protection. Braden is an awkward fit as a guard. Concern: moderate.

Poggi and Winovich move to TE. Poggi probably belonged there from the start. Winovich is odd. Speaks to concern about depth at TE. Concern: moderate.

Jeremy Clark moves to CB, Wayne Lyons to safety. Only possible interpretation is that Lyons is bad and they're scrambling a bit at the other corner. Concern: high.

Freddy Canteen moves to CB, sort of. Weird move, also speaks to concern at corner. Concern: high.

Willie Henry to SDE. The positions are similar, Wormley is a capable 3tech, seems to be looking for some extra pass rush. Concern: minimal.

Royce Jenkins-Stone to WDE. With Ojemudia and possibly/probably Lawrence Marshall in front RJS only plays if he's going to do okay. Concern: minimal.

An Embarrassing Prediction, No Doubt

Worst Case Barring Extreme Injury Scenarios

Michigan has a high-variance schedule this year with few outright tomato cans and few top 25 teams. The top 25 teams are both at home; Michigan has four road games (Utah, Maryland, Minnesota, and Penn State) against teams that project to be decent to good this year. Meanwhile they have a new coach. Many scenarios are plausible.

In the worst case, Michigan's second corner gets torched all year, they can't get to the QB, and the D tops out at the same good-but-not-great level they've been at for the last few years.

On offense, Rudock is a checkdown machine and Michigan is just Iowa instead of a Rich Man's Iowa. The Big Ten is weak and Michigan has a lot of experience and talent, so truly bad records are probably out of the question but it's not too hard to see them dropping two nonconference games and going 4-4 in conference to finish 6-6.

Best Case

On the other hand, there are only two games that particularly alarm. Both of those are at home. OSU is a unanimous number one and is probably intractable given anything short of a miracle, but Brady Hoke played them tight the last two years with teams that were miserable. MSU is good; they have a few leaks this year.

Even if they win one of those there's enough rickety in this boat to assume they drop another game, probably the opener or road games against Minnesota and Penn State. 10-2 could happen.

Final Verdict

I don't really know, man. I do expect a significant and immediate improvement in Michigan's play. They return almost the entire team. They plug Desmond Morgan, Jake Rudock, and Jabrill Peppers into three of the gaps—maybe up to five depending on if Peppers can hack 3-tech.

The only two guys who don't have immediate replacements or even upgrades are Frank Clark and Devin Funchess. Either would be great to have around; because of the way last season developed neither had as much impact on the field as their talent suggested they should.

Even if Brady Hoke was still around this would be a year in which the arrow should point the right way. Turnovers should head the right way. That swing should be large and could be huge. On a down to down basis Michigan was pretty good until their general derp kicked in.

Harbaugh's teams don't derp it much. That is worth a lot.

Residual chaos will still do Michigan in once or twice this year; the potential issue at kicker looms large for a team that figures to play a bunch of low-scoring slugfests. It'll look like football, though. That much we can promise.

OOC
9/3 @ Utah Tossup
9/12 Oregon State Lean to win
9/19 UNLV Must win
9/26 BYU Lean to win
Conference
10/3 @ Maryland Lean to win
10/4 Northwestern Must win
10/11 MSU Lean to loss
10/25 @ Minnesota Tossup
11/1 Rutgers Lean to win
11/8 @ Indiana Must win
11/22 @ Penn State Tossup
11/30 Ohio State Probable loss
Absent:

Wisconsin, Illinois, Purdue, Iowa, Nebraska

It says 8-4 here.

Comments

M-Dog2020

September 3rd, 2015 at 10:21 AM ^

How did you factor in the home field advantage into your "tossup" conclusion for Utah, Minnesota and Penn State? I feel those are the swing games to the season ... win 1 out of 3 and we are 8-4. Is that basically how you did it? That is my view ... most likely 8-4. Tonight's game is the toughest of the 3 road wars IMO ... first game jitters, need more reps at offense, need to define special teams under game conditions, altitude, etc. But if the sub emerges ready for true battle and the guys can handle the tude come Q4, then this season could end up at 9-3 or even 10-2.

funkywolve

September 2nd, 2015 at 6:03 PM ^

While that does spark a concern with the corners, on the other side that hopefully means the coaches like what they are seeing out of the wr's - a position group that entering fall camp probably had as many questions as any other position group.

Eye of the Tiger

September 2nd, 2015 at 6:03 PM ^

Not sure why Minnesota is a tossup. Yes they crushed us last year, but we crushed them the year before, and they are going to have a hard time replicating their offensive strategy of "Cobb, Cobb, Maxx" without Cobb and Maxx. Think that should be "lean to win."



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Hannibal.

September 3rd, 2015 at 8:13 AM ^

That was my thought as well.  Minnesota was very much the anti-Michigan last year -- a team very low on talent that prospered off of turnover margin.  Even with a big + on turnover margin, they still ended up 8-5, beating mostly just cupcakes.

I'd make Penn State a lean to win as well.  They were even with us last year and unlike us, they didn't get an influx of Isaac+Peppers+Rudock plus a massive coaching upgrade. 

South TX MFan

September 2nd, 2015 at 6:04 PM ^

I've been predicting 8-4 and see no reason to change it now. I think we go 1-1 against MSU/OSU, lose 2 toss up games, and lose 1 we really shouldn't but derp it away. I think 8-4 would be a great starting point for the program under Harbaugh. Anything better is gravy.



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BornInAA

September 2nd, 2015 at 6:05 PM ^

Anything can happen in sports. Last year was disastrous on all levels. I cannot believe we stink it up that bad this year. 

A lot of talent back and healthy and a great staff and new attitude. 

8-4 is attainable and should be the low bar. If thing come together faster and injuries stay away then 1-2 more wins are possible. 

I say 9-3 with an upset win over MSU or OSU. 

Doctor Wolverine

September 3rd, 2015 at 9:26 AM ^

We'll hopefully have a better idea by around midnight. I am setting my low bar at 6 wins (the minimum we can win and still feel like there is hope for next season). Our offense still lacks playmakers and our field goal kickers seem inconsistent from reports. That could cost us a couple toss ups right there. If we get to 8-4 this year, I will feel very good about the next couple seasons.

blueinuk

September 2nd, 2015 at 6:05 PM ^

"It will look like football."  

That's all that matters for me this year.  Even if the record isn't as good as we hope, we will get to watch a well-coached team by a coach who is 'aware...and fully aware.  

RyGuy

September 2nd, 2015 at 6:15 PM ^

I've been feeling this way for the past couple months- expecting 8 or 9 wins really makes me uncomfortable, especially in a coach's first year with a lot of unknowns. Yes, I can see very plausible scenarios where we even win 10 games, but expecting a good record like this seems like a lot. We could easily go 6-6. So I'm not trying to expect anything.

wolverine1987

September 3rd, 2015 at 9:54 AM ^

With almost an entire defense that was legitimately good back, most of an offense that with a new QB that can be realisticaly expected to improve, better ST play, and a new coach that is demonstrably and objectively a large upgrade over last year, and finally a talent level also that everyone knows is higher than last years record, and third best in the B!G by most accounts, expecting 8-9 wins is totally sober and realistic.

RyGuy

September 3rd, 2015 at 11:59 AM ^

I'm not saying 8 or 9 wins isn't rational or even likely. 8 or 9 wins is something we should be VERY happy about. I can even see scenarios where we win 10- but there are also very possibly scenarios where we win only 6. There are just so many unknowns. I'm just really uncomfortable expecting 8 or 9 wins. Expectation is the root of all heartache!

 

(also, B!G makes me giggle and I'm not sure why)

Esterhaus

September 2nd, 2015 at 6:11 PM ^

 

Utah will expose our weaknesses the first game and across the board. This staff is expert at remedying known weaknesses to the extent remediation is possible and then they'll cover, again, to the extent possible. The players themselves will determine their record, which is the best anybody can hope for, well, together with the benefit of the breaks. I believe I've predicted 9-3 regular or somesuch, time will tell, but I look forward to consistent and high quality Meechigan Football. Gentlemen ...

stephenrjking

September 2nd, 2015 at 6:27 PM ^

I find this likely, but I'm still hopeful for a win. But you have a point: I expect this team to make vast gains in quality throughout the season. There is, surely, still much work to be done... And I think a lot of it happens during the year.

Mr. Yost

September 2nd, 2015 at 6:16 PM ^

I agree at CB, very worried...but Strib was pretty good as a freshman. So I'm hopeful.

ALL the scuttlebutt from camp last year was Braden was a very solid guard...then all of a sudden he was the starting RT. I like the move, especially since Mags is a much better OT and a little light at guard. I say minimal, in fact, I say better than if Mags and Braden were switched.

Clark to CB is weird - not a fan. I know they want to jam, so I suppose if he's just jamming the WR and playing zone in the short flat it's not a big deal. But if he's expected to run with someone, I'm worried.

Canteen plays both ways, no concern, IMO...I just think it says he's a better CB than Reon Dawson and Terry Richardson.

Henry, weird to me...but whatever, they'll be fine.

Poggi is playing H-Back, IMO and I think that's ideal (Shallman should move there too). I never saw Winovich as a LB so I have no idea how that was working.

MichiganTeacher

September 2nd, 2015 at 10:14 PM ^

Yes, Brian's "only possible interpretation" seems to me not at all the only possible interpretation. Didn't Brian himself say the other day that if Stribling really was the #1 corner, then he would be happy? Couldn't it mean that Clark is a good corner (as Marcus Ray has said), that Stribling is a very good-to-outstanding corner with the right coaching, and that Lyons, while good, is a better fit at safety, which is not as deep as corner (4 deep if we say Jabrill could play there, plus Lewis, Stribling, and Clark).

Now, as for the most likely explanation... I dunno. But the alarm klaxons wailing is not the only possible interpretation.

MI Expat NY

September 3rd, 2015 at 9:45 AM ^

I am of the attitude that position switches are less meaningful this year.  You have an entiely (ok, mostly entirely) new coaching regime who may look at guys and see different things.  Position switches can always be as much about what's best for the player as what's needed by position deficiencies, and I think that is even more true when a bunch of coaches are seeing guys for the first time, especially coaches that have a reputation for trying guys at multiple positions.  

charblue.

September 2nd, 2015 at 6:16 PM ^

What is it? We will discover it together tomorrow night.  Can you handle it?

I know this, I want Harbaugh up on that wall. 

And I want him on that wall running this unit. And because he is, and because he knows what the hell he's doing, we're all better off and safer for democracy or..... freedom to choose another passion. In Harbaugh, we trust. 

dipshit moron

September 2nd, 2015 at 6:19 PM ^

first off hoke played osu tough all four years winning the first one. so why would harbaugh not beable to make a game of it? minny has not beat mich back to back since the sixties, and only has like 3 wins in 50 years against us, so why is this game so scary? everthing written about michigan treat it as if things are going to just continue on like this forever. one great year when no one sees it comeing is what turns these big programs around, watch.

stephenrjking

September 2nd, 2015 at 6:24 PM ^

I'm drinking some Koolaid here but whether the team enters with two losses or five I give Harbaugh a great shot against OSU this year. The game is at home. The team has proven it can play OSU strong. Jabrill Peppers allows the D to match up surprisingly not-terribly against OSU's still impressive offense. And OSU can talk a good game but this is right after their titanic MSU matchup, so there is some potential for mild focus issues. Doesn't mean Michigan wins, but I think they can be right there. If one middling guy (say, Jehu Chesson or Channing Stribling, either of which is not likely but certainly plausible) plays the game of his life, Michigan can have enough. Hey, look, my tongue is a funny color.

The Man Down T…

September 2nd, 2015 at 8:31 PM ^

It will be the end of the season.  Everyone will have a season under a great coaching staff.  I expect them to play right there with OSU to the end.  Sneaking it out would be great but it won't be a blowout in any way.   MSU is halfway through the season.  I would expect to give them a run too, if not beat them.