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

TomJ

September 3rd, 2015 at 8:55 AM ^

I guess I disagree with the "best case" scenario, which should be running the table. Is it likely? Of course not. But, unlike previous years, I can actually imagine a scenario where it happens. 

This team WILL improve, and two of the toughest games are late in the year (PSU, OSU), with one of them at home. MSU is concerning, but I really think MSU is somewhat overrated this year, they lost their DC, and the game is at home. Michigan definitely has a chance there. Now statistically speaking I completely get that the likelihood of a bunch of low-probability events occurring simultaneously is low, but I don't think the probability of a win in any of those games is as low as many think. 

Obviously we'll know a lot more tomorrow morning, but as fan in the sense of "fanatic" I'm still holding out for 12-0. 

bogdog1

September 3rd, 2015 at 9:21 AM ^

UM win% for each game

@Utah - 50%

Oregon State - 75%

UNLV - 85%

BYU - 60%

@ Maryland - 50%

Northwestern - 75%

Michigan State - 40%

@ Minnesota - 60%

Rutgers - 70%

@ Indiana - 75%

@ Penn State - 50%

OSU - 30% though I think it comes down to the 4th quarter

That works out to 7.2 wins...add a bump for HARBAUGH and that's 8-4, which will earn the team a trip to a warm weather bowl and game against Florida or Tennessee.

bogdog1

September 3rd, 2015 at 12:10 PM ^

I may be sandbagging a bit on those two but they are both FBS schools - I tend to think that only the best teams in the country have a greater than 90% chance of beating the dregs of the FBS. Said another way, I think statistically, the point spread would have to be greater than 20 or so in order for the favorite to have a 90% historical chance of winning. I just don't see that in either of those match-ups now - but maybe UNLV depending on how the first two games go.

Reader71

September 3rd, 2015 at 9:44 AM ^

I think we lose to Utah and dont lose again until we play Ohio. That game will be everything. I dont share the same fears as Brian w/r/t our second corner, because worst comes to worse, we play Peppers out there and get Hill on the field. The offense will be night and day compared to last year. Think 2010 to 2011 defense. Its amazing what knowing what you are supposed to do every play and why can do for a player. I really, really like this team. But road openers, particularly out west are tough wins.

dragonchild

September 3rd, 2015 at 10:15 AM ^

"Its amazing what knowing what you are supposed to do every play and why can do for a player."

Not so amazing when the opposing defense does as well.  Harbaugh of course will be much more SunTzuball than Borges or Nuss, but there's a limit to how much he can install in a single offseason after a year of running zone.

A lot of people were so frustrated with Nuss that they actually pined for Borges.  I saw what he was doing as a project that would theoretically work in the long run but simply was going to take too long to save anyone's job.  Nuss' IZ scheme can work, but only if you can run it reliably for 4-6 ypc, at which point once the defense realizes you can get first downs at will their attempts to cheat open things up elsewhere.  But ND saw that UM was trying to install IZ in a year and went, "Let's see if our base can stop it," and it did.  I think that set the tone for the rest of the season.

Harbaugh's power game has a similar dilemma, at least to start.  He's not dumb; he's not going to implement a 300-page playbook this year.  He's not going to have the line do several shifts a snap.  They'll make sure the offense can execute what it can handle, but since that can only be so much, it will be difficult to make defenses uncomfortable.  It won't be 2007 Stanford either as that team had issues on a whole 'nother level, but I don't think an offense can experience a 1-year turnaround like a defense without some kind of extraordinary factor like the addition of a playmaker or addition by subtraction.  Michigan potentially has both in Drake Harris and the departure of Poor Damn Devin Gardner (and bringing in Rudock), but I think the scheme change offsets those gains.  It's one thing if it was Nuss' second year, and the program overall is on the right track, but all the changes mean the "veteran" players should probably be regarded as 1-2 years younger than they really are in terms of experience.  That's not DOOM, but it'll be rough for a while.

Reader71

September 3rd, 2015 at 1:05 PM ^

Not to poo-poo your reasoning, which is very good, but I point you to our 2011 defense. 2010 was so bad that no one guessed 2011 was possible. But the defense, though bad, had some experience. And they went from having never been coached to getting first-rate coaching. Scheme can and does take a while to implement. But we have a lot of guys who have been around long enough to understand football, the underpinnings of what their techniques and actions are supposed to do within the scheme as compared to the previous one. They will be able to pick it up faster because of it. I've heard people say that scheme changes start everyone out at the same level, but I know from experience that it isn't true. The two year starter does have as much to learn as the freshman, but he has a greater understanding of the game. He has a base from which to learn from. And, I could be wrong, but I still believe offensive football is determined by the offensive line to an enormous degree, particularly in college. I expect a good line. Not just OK, but good. 2002-2004 level good. An ability to impose its will on all but the top teams. I dont think it will be smooth sailing. I think we will be close in almost all games, never running away from anyone. Even in my wild optimism, where I think we win 10 games, I think this could feel like an 8 win outfit that is riding their luck. But damn it, I believe in this team, these kids, and these coaches.

uminks

September 3rd, 2015 at 9:45 AM ^

The blizzard of oz years were pretty good with Rhoads on guitar. I would say 8-4 is a good bench mark. I think the defense will be good and the offense will improve.  If we can defeat UT then we will have a good chance to win 9 to 11 games. If we barely lose I think 8 to 10 wins are possible. If we get blown out the both the offense and defense look like projects then you are looking at the 6 to 7 wins. We'll see Tonight!

TreyBurkeHeroMode

September 3rd, 2015 at 10:21 AM ^

Stupid question: Do blocked punts/kicks technically count toward turnovers? What if they're recovered vs. turned over on downs?

Because if so, the Baxter Effect may come into play in moving the turnover margin given our inability to do anything meaningful in this component of the game in recent years.

zopegiheti

September 3rd, 2015 at 12:39 PM ^

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