Read Scorecasting Online

Authors: Tobias Moskowitz

Scorecasting (10 page)

Pulaski’s Kevin Kelley is an innovative thinker, but he is also exquisitely well placed to install his unconventional strategies. In addition to coaching the football team, Kelley doubles as the athletic director for Pulaski Academy. He is his own immediate supervisor. He draws his players from a small pool of affluent kids whose parents can afford parochial school tuition and probably place football a distant third behind academics and violin lessons. When Kelley’s choices fail, there aren’t many boos from the stands or angry fans calling the local sports talk show or starting websites dedicated to his firing. Since he coaches high school kids, he doesn’t face the threat of player (and agent) revolt the way Tony La Russa did with the Oakland A’s pitching staff.

That Thursday night game at Pulaski spanned nearly three hours, mostly because of incomplete passes and penalties that stopped the game clock. But it showcased how Kelley’s savvy and well-considered, if unconventional, approach led a decidedly smaller, slower, and younger Pulaski team to victory, 33–20. Afterward, in the postgame breakdown, Kelley said flatly, “The system won that game.” As the players shook hands near midfield, one of the Mustangs sought out the Bruins’ quarterback, Wil Nicks, and told him, “I wish we played like y’all.”

Pulaski went all the way to the Class 5A state championship game in 2008. In that tournament run, Kelley stayed true to his philosophy. In the semifinal game against Greenwood—the school that had knocked them out of the tournament two years in a row, including a 56–55 heartbreaker in the state championship in 2006—Pulaski started the game with an onside kick, recovered it, and drove all the way down to Greenwood’s six-yard line before turning the ball over after failing to convert on fourth down. That might have discouraged most coaches, especially against a team they’ve had trouble beating. Not Kelley. He continued to go for it on every fourth down, eventually winning the game 54–24 and amassing 747 yards of total offense in the process.

In the championship game against West Helena Central—a team with eight future Division I players to Pulaski’s one—Kelley again refused to punt or kick. In the waning minutes, the Bruins
had possession and clung to a slim 35–32 lead. Faced with three fourth downs early in the drive, they went for it each time and made it. With less than 1:30 left on the clock, they faced yet another fourth down at midfield. The conventional strategy was to punt the ball, pin your opponent deep in their own end, and force them to drive 60 to 70 yards in less than a minute and a half to get into field goal range. If you go for it and fail, you leave Helena just 20 yards away from field goal range and give them a chance to tie the game. What do the statistics tell you to do? Go for it. That is what Kelley did. The Pulaski quarterback plunged over the right side for a couple of yards, converting yet another fourth down on what would be the final drive of the game as Pulaski ran out the clock and captured its second state championship. Asked if he ever thought about punting on that final drive with so much at stake, Kelley responded without hesitation:
“Never.”

For kindred spirits in the coaching ranks who are tempted to topple conventional sports wisdom, Kelley has the same advice he gives his teams on fourth down: Go for it. Until they do, at least players have a response at the ready the next time their coaches accuse them of being soft or making boneheaded decisions or failing to do everything they can to help the team win. “Sorry, Coach, but I’m just following the example you set with your play-calling.”

*
The exception: if little time remains and a field goal would decide the game.

*
Research even shows that the brain processes losses differently from gains. In experiments offering individuals different gambles with the same payoff, but with one framed in terms of gains and the other in terms of losses, researchers at UCLA—Sabrina M. Tom,
Craig R. Fox,
Christopher Trepel, and
Russell Poldrack—found that a number of areas in the brain showed increasing activity as potential gains increased, whereas potential losses showed decreasing activity in these same areas, even though the actual dollars won and lost were the same.

*
Stars are defined as players receiving votes for MVP that season or All-Star players.

*
These numbers are based on league averages for the probability of scoring a touchdown from a specific field position and the probability of converting a fourth and two. It turns out the Patriots are much more likely than the average team to convert fourth and two (70 percent versus 60 percent) and the Colts, with Peyton Manning, are much more likely to score a touchdown than the average team from most positions on the field. But these two effects probably cancel each other out. One other thing to consider, however, that would also favor going for it over punting is the fact that the Patriots probably would adopt a more conservative defensive strategy or “prevent” defense to guard against the deep ball if the Colts started on their own end of the field. This probably would allow Peyton Manning to march quickly down to the Patriots’ end of the field in less time than usual, making the decision to punt even less valuable.

HOW COMPETITIVE ARE COMPETITIVE SPORTS?
 
Why are the Pittsburgh Steelers so successful and the Pittsburgh Pirates so unsuccessful?

The noise level and the sun rose in tandem. A couple of nights earlier the
New York Yankees had won the 2009 World Series, and now, on this chilly November morning, it was time for their parade. Fans had been lining the streets of lower Manhattan since the infomercial hours. By 7:00
A
.
M
. the crowd was five deep. An hour later the inevitable “Let’s go Yankees, tap-tap-taptaptap” cheers began. Kids pulled from school sat regally on their parents’ shoulders. The New York cops, their spirits buoyed by the overtime they were racking up, were uncommonly friendly. Wall Street traders and analysts and bankers peered from their offices overhead and smiled for one of the few times all year. The motorcade wouldn’t crawl past until noon, but in a congenitally impatient city where no self-respecting pedestrian waits for the light to change, this was the rare occasion when millions of New Yorkers stood happily along Broadway for hours.

The 2009 World Series parade attracted more than 3 million fans—a greater mass of humanity than the entire
market
of some MLB teams. Among the crowd: former mayor Rudy Giuliani, Spike Lee, and Jay-Z, who performed the civic anthem at the time,
“Empire State of Mind.” There were the obligatory keys to the city, mayoral proclamations, and a forest’s worth of confetti. It was a tidy snapshot of why the Yankees might be the most polarizing team in all of sports. While the rest of the country seethed and cursed the arrogance and excess, Yankee Nation gloated over still another World Series triumph, the twenty-seventh in the franchise’s storied history. Mocking, of course, the milk ad campaign, one T-shirt sold at the parade tauntingly asked of other teams’ fans: “Got Rings?”

The answer was probably “no,” or at least “not many.” The World Series has been held since the early years of the twentieth century, yet only a few franchises have won a significant number of titles. Eight current organizations have never won a World Series, and nine others have won fewer than three. The
Texas Rangers have been around in one form or another since 1961, and prior to 2010 they had never even
been
to the Fall Classic, much less won it. In contrast, since 1923, the Yankees have won on average once every three years.

As a rule, we’re offended by oligopolies and monopolies. We much prefer competition; it’s healthier, it’s better for consumers, it encourages innovation, it just feels fundamentally fairer. We have antitrust laws to promote competition. We’re careful to crack down on cartels and regulate industries—yes, some more than others. In the heavily regulated airline industry, the largest carriers in the domestic market, American and Southwest, each have less than 14 percent of the market share. Banks, too, are heavily regulated, so much so that under the so-called Volcker Rule, no institution may exceed a 10 percent market share. Citigroup may have been deemed “too big to fail,” but its market share is only 3 percent. Walmart might be the American company most maligned as a monopoly, but in 2009 its share of the $3 trillion U.S. retail market was 11.3 percent.

The Yankees? Inasmuch as World Series rings constitute a market, their market share is 25 percent.

How can one team dominate like this while other teams are barely competitive? The quick and easy answer is money, especially in the absence of a salary cap. Fans of 29 other teams will
note that when the Yankees can spend north of $200 million on players, as they did in 2009, and most other teams spend less than $100 million, they’re naturally going to have a heavy concentration of titles. They’ll handily beat the Phillies—their opponents in that World Series—who spent “only” $113 million on payroll. Just as in the previous year, the Phillies ($98 million) beat the
Tampa Bay Rays ($44 million), and the year before that the
Boston Red Sox ($143 million) beat the
Colorado Rockies ($54 million). No wonder the small-market
Pittsburgh Pirates—2010 payroll, $39.1 million—haven’t had a winning season since 1992.

However, the reason for the Yankees’ extraordinary success is more complex than that. Just about everything in baseball’s structure militates against parity. Start with the 162-game season. In the same way an opinion poll sampling 100 subjects will be a more precise reflection of the way the public thinks than a poll sampling 10 subjects, baseball’s long season lends itself to an accurate reflection of talent. If two teams play one game, anything can happen, but if they play a good many games, the better team will win the majority of the time.

Then consider the playoffs. Only the eight best teams make it to the playoffs, so 22 are out of the running. Teams play a best-of-five-game series followed by a best-of-seven League Championship Series followed by a best-of-seven World Series. As with the regular season, the sample size is large enough that the best team ought to win the series, especially with a home field advantage. The Yankees may
be
the best team in baseball because they buy the best players, but the imbalance is allowed to flourish because of baseball itself.

Contrast this with the NFL, the league that openly strives for parity and democracy. The season spans only 16 games, hardly a robust sample size. A few breaks or injuries could represent the difference between a 7–9 season and a 9–7 season. Not only do 12 teams qualify for the playoffs, but there is no “series format.” It’s single elimination, “one and done,” a format much more conducive to upsets, much more likely to generate randomness. One unlucky game, one untimely injury to a star player, and it’s
easy for a lesser team to win and move on. Plus, until 2010 there was a salary cap that prevented the wealthy teams or the teams blessed with cavernously pocketed owners from outspending their rivals by factors of three and four. And with the bulk of team revenue coming from leaguewide television contracts, the schism between the economic haves and have-nots is much narrower than in baseball.

The result? As you’d expect, the concentration of champions is lowest in football, the “market share” remarkably balanced. The NFL has been holding the Super Bowl only since 1967, but already 18 of the 32 franchises have won the Lombardi Trophy and all but 4 have appeared in the Super Bowl at least once. (That’s almost the same number of teams that have never been to the World Series—and they’ve been holding that since 1903.) Market size doesn’t matter much, either. Most Super Bowls? The Steelers, with six, hailing from … Pittsburgh, the same town that hasn’t fielded a competitive baseball team in almost 20 years. The Packers from Green Bay, Wisconsin, the smallest market in major U.S. professional sports, have won three titles.

There are far more than 16 games in the NBA and NHL regular seasons, and the playoffs are seven-game series. That cuts against randomness and in favor of the monopolies. In contrast, unlike in baseball, more than
half
the teams make the postseason. And the NBA and NHL both have a salary cap. So we shouldn’t be surprised to learn that the concentration of champions in pro basketball and hockey is significantly greater than in the NFL and significantly less than in Major League Baseball.

Three months after the World Series parade in New York there was a similar processional for the Super Bowl champs in small-market New Orleans. The city sported a few hundred thousand fans rather than a few million. And this wasn’t the franchise’s twenty-seventh title; it was the first. But it was just as jubilant. A week before Fat Tuesday, players rode around on floats, wearing masks and tossing beads. Lombardi Gras, they called it.

Trying to predict who will win the next Super Bowl is a fool’s errand, but trying to predict who will win the next World Series
is far easier. Though you might not be right, you can limit your potential candidates to a handful of teams even before the season begins. Funny thing about sports: Distilled to their essence, they’re all about competition. But as an industry, some are more competitive than others.

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