[Bryan Fuller]

Preview 2022: Heuristics And Stupid Prediction Comment Count

Brian September 2nd, 2022 at 3:34 PM

Previously: Podcast 14.0A, 14.0B, 14.0C. The Story. Quarterback. Running Back. Wide Receiver. Tight End. Offensive Tackle. Interior OL. Defensive Interior. Edge. Linebacker. Cornerback. Safety. Special Teams. 5Q5A Offense. 5Q5A Defense.

Heuristicland

Turnover Margin

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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)
2015 -0.31 (92nd) 10 2 2.5 (32nd) 10 6 1.4 (28th)
2016 +0.54 (24th) 13 6 3.54(5th) 7 5 1.69 (39th)
2017 -0.31 (90th) 10 7 3.23(8th) 10 11 2.77 (111th)
2018 +0.38 (35th) 11 6 10.5% (3rd) 9 3 5.4% (43rd)
2019 +0 9 11 9.0% (16th) 9 11 6.1% (61st)
2020 +0.38 (35th) 11 6 10.5% (3rd) 9 3 5.4% (43rd)
2021 +0.14 (56th) 8 8 6.8% (62nd) 5 9 3.3% (6th)

Despite having extremely good turnover avoidance Michigan was almost dead even a year ago. The QBs and most of the OL return so sack avoidance should still stay high. The pressure number for Michigan is distorted by the inevitability of Hutchinson—most teams did a lot of dinking. I mostly include this in case Michigan is extraordinarily lucky or unlucky and can expect some regression. This doesn't look like much of anything, projection-wise.

[After THE JUMP: one sort of alarming switch]

Position Switches

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new number, new spot [Patrick Barron]

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. Flipping sides of the ball is very bad. Sliding an OT to OG is probably fine. Sliding an OG to OT… might be bad. Flipping ILB slots is nothing.

One important one and not much else. In relative order of importance:

WR Mike Sanristil to nickel. Sainristil is now the third corner and starting nickel, so this is 50% of a position switch starter. Michigan has a good backup plan if it doesn't work out, and Sainristil was named a captain. The latter implies he's at least hacking it there. Concern level is extant, but low.

LB Kalel Mullings to RB, sort of? This is worse for LB than RB since it seems pretty clear the RB room could use a bruiser with upside. He's split time 50/50 between offense and defense… and is scheduled to start this weekend against CSU because Nikhai Hill-Green is dinged up. Since Mullings isn't a starter long term this isn't a huge deal but it does point to the severe lack of LB depth.

DT Julius Welschof to DE. Welschof was plugged in at a weak spot last year and is plugged in at a weak spot this year. At DE he's another lottery ticket who won't play if he doesn't hit. NBD.

CB Eamonn Dennis to WR. Dennis isn't likely to see the field.

An Embarrassing Prediction, No Doubt

Worst Case Barring Extreme Injury Scenarios: Given the schedule 8-4 seems like a bare minimum. There's only four teams on the schedule that even kind of sort of project to be solid teams, and that's projecting that Nebraska is not a battered shell of itself by November.

Best Case: 12-0. It is not hard to project Michigan to OSU undefeated and I'm saying there's a chance.

Final Verdict

The schedule is not intimidating until the very end. Michigan has no P5 nonconference games and draws Nebraska, Iowa, and Illinois out of the West. There are only four road games; two of them are at Indiana and Rutgers. PSU and MSU are at home. Going into OSU with more than one loss would be disappointing:

Conference
9/3 Colorado State Must win
9/10 Hawaii Must win
9/17 UConn Must win
9/24 Maryland Likely win
10/1 @ Iowa Lean to win
10/8 @ Indiana Likely win
10/15 PSU Likely win
10/29 MSU Likely win
11/5 @ Rutgers Must win
11/12 Nebraska Likely win
11/19 Illinois Must win
11/26 @ OSU Lean to loss
Absent:

Northwestern, Purdue, Wisconsin, Minnesota

 I've got it at 10-2, with something dumb happening against Iowa, PSU, or MSU and then Michigan not quite getting over the hump in Columbus. 11-1 is more likely than 9-3.

Comments

Buy Bushwood

September 2nd, 2022 at 8:19 PM ^

This is loser talk under the guise of pragmatism.  OSU has simply forgotten how to hit and play football and replaced it with Ryan Day's video game virtual experience.  Ryan Day <<<<<< Urban Meyer will continue to come into focus.  

Just as last year, Day's 99/100 rating on all offensive players will tear through everyone and not be tested to 11-0.  We will drop some absurd game like Iowa. But OSU will again wilt in the pain of the only true meat grinder they'll face all year on another cold November day.  11-1 but OSU also makes the playoffs.  

lhglrkwg

September 2nd, 2022 at 3:42 PM ^

Agreed on 10-2. I think OSU's debacle of a defense last year may have caused us to forget what OSU normally is and with a capable DC, they will probably be very good by Thanksgiving. That plus a big part of last year's success was having two 1st round grade DEs. I'm not saying it can't happen, but I am saying if we win in Columbus it'll be the greatest road win Michigan football has had since...? 1997 Penn State?

I am less afraid of PSU - especially after last night - , but I do think something dumb happening @Iowa or vs MSU is somewhat likely

1974

September 2nd, 2022 at 4:21 PM ^

IMO a Michigan win this year in Columbus would be more impressive than the Penn State win (even a big one, like 34-8 or whatever it was) in 1997.

Michigan's team that year was very talented with NFL guys all over the field. This year (and next, and probably the year after that) there will be a significant difference (the bad kind) in overall talent between OSU and Michigan.

UMForLife

September 2nd, 2022 at 5:36 PM ^

I understand the concern against OSU but they got to 27 on some crazy catches and 4th down conversations. Expecting new comers to replicate that performance is quite optimistic. 

Their defense could improve and so will our interior pressure. 

This is a 50/50 game in my opinion and only because it is in Columbus. The pressure is on OSU.

As far as losing a game that we are supposed to win, I can see that. Still, I think the B1G championship is going to come down The Game and I think UM has same chance as OSU this year. 

rice4114

September 2nd, 2022 at 3:47 PM ^

Id say 9-3 unfortunately before 11-1 but 10-2 feels like a sweet spot.

MSU PSU and Iowa feel like they will be close. Those are 3 solid programs. 

I give the refs 1 game a year on average and OSU is like having Bama or Georgia at the end of your season to reach any of your goals. It can happen but its a hell of an obstacle.

I remembers Rutgers last year as well. 11-1 is playoff bound and it means our defense hit our ceiling and we didnt stumble in any of the probably 3-4 competitive games. That is a tall order.

Durham Blue

September 5th, 2022 at 11:27 PM ^

I feel you on MSU and PSU being close games.  But I am struggling with putting Iowa in that category.  Yes, I know all about Kinnick.  But I just don't think Iowa can hang with this Michigan team.  Unless we completely shit the bed on offense, I just don't know how Iowa can score enough to keep up.

Brian Griese

September 2nd, 2022 at 3:48 PM ^

I'm torn.  The number I keep getting back to from last year is 3-1.  What is that? Michigan's record in one score games.  Michigan had not done well in those situations under Harbaugh previously.  Was 2021 the football gods payback for 2016 (1-3)?  Is this the beginning of a new era where Michigan is able to win more than 60% of one score games or an outlier? 

Just looking the at the schedule, Michigan will probably win one of MSU, PSU OSU and Iowa by more than 8.  I expect the other 3 to be one score games.  There will be probably be some other stupid game that is one a score final (Rutgers last year).  Can you squeeze out 3-1 in one score games again?

Barring serious injury, I really think the only thing that can hold Michigan back from 11-1 is not playing well in tight games.  

1974

September 2nd, 2022 at 4:12 PM ^

Wow -- those fumble numbers! RichRod's teams lost lots of fumbles. The next-highest total is in the year (2007) prior to his arrival. It's almost like the team was preparing itself for ineptitude in that area.

smwilliams

September 2nd, 2022 at 4:17 PM ^

10-2 seems likely. Not that they can’t beat OSU, but the Buckeyes are loaded. They need to miss on a QB or stop scooping up every 5 star position player that Bama doesn’t get. 
 

Home losses under Harbaugh outside of the COVID year:

OSU - 2015, 2017, 2019

MSU - 2015, 2017

Which makes me think whatever dumb thing happens will either be at Iowa or at home vs MSU. Penn State looked shaky last night and  nobody else on the schedule should have the horses to keep pace with the offense. 
 

I’d bet on Iowa winning like 24-21 after a pick six that richochets off a ref’s face and a punt that skips like a rock to hit a Michigan player leading to a Iowa GW FG and then a classic in columbus they fall just short on. 
 

 

dragonchild

September 2nd, 2022 at 4:32 PM ^

Sainristil's position switch strikes me much more like an Owen Marecic situation than a Ben-Mason-to-DT panic move.

Harbaugh's done this before.  He will flip players fill roster holes, and move around marginal guys to find them homes -- and those almost never pan out.  But every now and then he'll find a guy he trusts to have the intelligence, conditioning, and versatility to master two positions.  As crowded as the WR room is, there's no evidence Sainristil was giving the coaches any reason to keep him off the field as a receiver.  And, they're saying he's still practicing on offense.  This is a completely different story from Eamonn Dennis.

So while his snaps at receiver will be limited (just because there's so much competition for targets), I think we're looking at Harbaugh's latest, legitimate two-way player.  We need the depth at nickel, it's an important position in the modern game, and it can't hurt Sainristil's draft stock.  But a panic move, this is not.  They have other options, like starting Johnson immediately. They're expecting Sainristil to perform better than that.

We are allowed to expect him to do well there.  Maybe not shock the world, but be at least above-average, and personally I'm a fair bit more bullish than that.

Now we just gotta worry about the linebackers. . .

Optimism Attache

September 2nd, 2022 at 4:32 PM ^

I'm at 11-1 and that is because I think it is much more likely that our D outperforms our decent but not great expectations for it than it is our offense underperforms our high expectations.

stephenrjking

September 2nd, 2022 at 4:36 PM ^

10-2 sounds right. That’s nationally good, but defense holds it back a bit and OSU might be a national title favorite.

And dumb stuff happens; only PSU and MSU and Iowa seem like dangerous games before the last one. But they are dangerous.

On the one hand, we’re replacing both coordinators, 3 generational defensive players, and we don’t know who our QB is. On the other, the offense is as loaded as we’ve seen in decades, and the staff has developed quality players in a ton of positions, and there’s hope for a legit pipeline of starters and schemes on both sides of the ball.

It’s really nice to have hope this year after a great season. 10-2 is a good season. Worse is not out of the question, but better has a real shot.

This could be a really, really good team. 

aiglick

September 2nd, 2022 at 4:56 PM ^

We’ll see I’m hoping we use the non conference as a tuneup to build into a Death Star of our own. Hoping we’re undefeated going into The Game with that one being for all the marbles.

Hannibal.

September 2nd, 2022 at 5:16 PM ^

Does everyone agree that 10-2 is a reasonable prediction?  Yes?

Let's establish that now so that if Harbaugh does another 2017 or 2020 style faceplant nobody revises history and says that our expectations were "unreasonable".

 

AlbanyBlue

September 2nd, 2022 at 5:18 PM ^

My prediction is essentially the same -- I see 10-2 and 11-1 in the regular season about equally likely. There is a chance we win at the Shoe, but there's also a chance we could stub our toe against two of MSU / PSU / @Iowa. I see a floor (barring major injury trouble) of 9-3, where we drop two of the aforementioned three AND fall at the Shoe. If everything breaks right, then it's 12-0 and a trip back to the CFP. So:

Let's say a 15% chance of 12-0, 35% chance of 11-1, 40% chance of 10-2, and a minor 10% chance of 9-3.

micheal honcho

September 2nd, 2022 at 5:20 PM ^

I feel like at some point the Death Star has to have an unlucky season. That nasty combination of untimely injuries and turnovers that leave THEM 9-3 and the GOOD GUYS 12-0!!!

Perkis-Size Me

September 2nd, 2022 at 9:11 PM ^

I hope you OSU fans stop and thank their lucky stars every day for just how fucking lucky they are that a bad, unlucky season is an 11-2 year with a Rose Bowl victory.

Even when scandal befalls your program, your Lane Kiffin/Nelson Bighetti-like ability to fail upward and somehow end up in a better place than where you were before the scandal is nothing short of remarkable, and absolutely infuriating.

And as other posters here have alluded to, nothing about your season last year was bad luck. OSU didn’t lose to Michigan on bad luck. It wasn’t a slew of bad penalties, muffed punts or unlucky bounces. Your boys got their asses whipped in the trenches up and down the field from start to finish. Were it not from some absolute circus catches from Olave, Wilson and JSN (who are all extremely good, I’ll give them their due credit), that game could’ve easily ended 42-13.

ST3

September 2nd, 2022 at 5:30 PM ^

In every Cade vs. JJ debate, there’s a poster (or posters) who brings up the interceptions Cade threw against OSU and Iowa. They need to look at that INT- column. 
The sacks- column is also important. Cade just about eliminates two of the major drive killers.

1. Stay on schedule

2. Score points

3. ??? (actually, any sort of defensive contribution works here)

4. Profit. (To the tune of an 11-1 regular season record, again.) 

805wolverine

September 2nd, 2022 at 5:33 PM ^

I'd say 10.5-1.5 is most likely expected outcome (in other words, loss to OSU and 50/50 we make it through Iowa/PSU/MSU unscathed), and breakdown odds like this:

12-0:  10%  

11-1:  42%

10-2:  27%

9-3:  20%

8-4:  1%

m1jjb00

September 2nd, 2022 at 5:48 PM ^

My own view is that while the most likely scenario for Ohio State's defense is much better than last year against very good offenses, there's a bigger tail to the downside.  As we say in the biz, it's priced to perfection.  Was their Charmin-soft defensive line against strong running teams coaching or just essentially (in the Aristotelian sense, not "mostly") being soft?  Can replacing the interior fix that?  Maybe, maybe even probably, but it's not a 100% slam dunk.  Is their disdain for guarding the edge all due to stupidly calling "rock" all the time and/or a failing of their coaches to point out that the real estate out wide counts too, or could it also be due to the a lack of pure mental processing power?  Correct me if I'm wrong, but I thought OSU did bring extra pressure a lot against Michigan in the historic blizzard of 2021.  So, is running a defense with a lot of looks and blitzes necessarily going to fix that?  As I said, priced to perfection.

JBLPSYCHED

September 2nd, 2022 at 6:29 PM ^

You gotta score lotsa points these days, especially in big games. Our offense appears primed to score a lotta points, especially if Harbaugh doesn't insist on running between the tackles most of the time against stacked lines. J.J. maturing into a second year phenom who doesn't make big mistakes in big moments would turbo charge everything. I say 11-0 heading into C-bus against a 10-1 OSU squad looking for big revenge. Our chances down there will be 55-45% against but I actually think the OSU defense won't improve as much in one year as most others do. It takes longer than one off-season to toughen up the line and fill all the holes, even with 5* talent.

OldSchoolWolverine

September 2nd, 2022 at 7:22 PM ^

I see a high likelihood we enter the Game undefeated... As only main road game is Iowa.  We have MSU and Penn St at home.  I even bet $ 300 that I had leftover in my Caesars account from the bonus, to take us NCAA champs at 50-1.  We should be 12 to 15-1, not 50-1.  And I will hedge vs OSU and going forward. As long as we make it to the OSU game undefeated, I'll make money.   I think think qb competition will propel the team.

UM Indy

September 2nd, 2022 at 7:45 PM ^

I ask and pray for 11-0 heading to Columbus and then for Jimmy to deliver the pregame speech of all pregame speeches which includes in some form or fashion “Michigan hasn’t won in this building since the year of our Lord 2000 and that is un-fucking-acceptable! Go out there and get it done!”

Perkis-Size Me

September 2nd, 2022 at 9:04 PM ^

That’s what I’m thinking as well. 10-2 is probably the most likely outcome. Winning in Columbus is doable but a tall order, and it’s hard not to envision something stupid happening against Iowa, MSU or PSU that results in this team taking a loss when it shouldn’t.

My hope is that at the bare minimum, they can get to Columbus 11-0, play an extremely competitive game, and if they still end up losing they force the committee to tell them no.

YoOoBoMoLloRoHo

September 2nd, 2022 at 9:21 PM ^

10-1 going to Columbus. The loss won’t be PSU - Franklin is mediocre and the execution was marginal last night. Obviously MSU or Iowa are quirky games, but Maryland could be a trap game.

LFG - this O can be awesome and the D has plenty of games to hit their stride.