Lies, Damned Lies: Moneymaker (or, Everything I Need to Know about Baseball I Learned From Watching the World Series of Poker)
9/03As I sat in the upper deck at Jacobs Field last Saturday, taking in the Indians-Blue Jays tilt and shivering in the Lake Erie breeze with our Cleveland Pizza Feeders, the conversation turned to Texas Hold 'Em. Poker is a natural fit for baseball fans, especially the sort that are likely to attend our events. Like baseball (or at least the 'game' of baseball management), poker is a game that's grounded in mathematics, and in optimizing the use of limited information. Like baseball, it's also a lot of fun--at least when you're winning. Just a bit of background here, which will be unnecessary for some readers and inadequate for others (if you've never played poker at all, this probably isn't your column). Texas Hold 'Em is a variant of poker in which each player is dealt two 'hole' cards face down, and makes the best five-card hand he can between his own cards and five common cards that are dealt to the entire table. The 'face down' part is the key: a player's hole cards are never revealed until the last round of betting has been completed. In fact, in a tight game, the hands are often not revealed at all--every player but one will have folded before the showdown occurs. I've always found that last bit fascinating: players are willing to risk (sometimes large) sums of money on hands that they're never able to see. While a good player can pick up plenty of information between observing the table's betting patterns, running and rerunning the odds of particular hands occurring, and observing the other players' "tells," there's always the lingering possibility of a bluff, which as a game theorist can tell you, will occur just often enough to keep a bettor on his toes. Lest you think this is a Bill Simmons-style off topic diversion, there are lessons that can be drawn from Hold 'Em and applied to baseball. Let's take a break from the usual dose of number crunching and look at those this week.
Lies, Damned Lies: The Value of Speed
8/27As you are all unfortunately aware, Bobby Bonds died this past Saturday after a long battle with cancer. Bobby came before my time, and I'm not fit to eulogize him. But perhaps I can honor his memory in some way by looking at players of the sort that Bobby exemplified: power-speed sluggers. A lot of analysts are fond of disparaging the value of speed (this Web site has been no exception). Speed is perceived as a scouty thing, a tool that looks impressive, but has little practical value on a baseball diamond. The one definitive advantage that speed would seem to provide--the stolen base--is rightly considered an overrated tool. Even within mainstream circles, speed seems to be losing currency. As ballplayers bulk up, and deeper lineups grow ever more capable of scoring runs with the bat alone, stolen base attempts become less frequent. Entire teams are willing to put together their rosters without so much as giving speed the once-over. Well, I think speed has gotten a raw deal. Certainly, speed isn't as important for a position player as the Big Three skills--hitting for contact, hitting for power, and controlling the strike zone--and to list it alongside those three, implying that it is of equal significance, is confusing. But speed is still plenty important for a number of reasons...
continue reading chevron_rightchevron_rightLies, Damned Lies: Streakin’
8/19Having played the first half of his career before the Second World War, Joe DiMaggio is not eligible to be on Albert Pujols' PECOTA comparables list. However, there's little doubt that the Yankee Clipper would place high atop the table if he had been born just 10 years later. The similarity scores at baseball-reference.com listed the pair as the best age-based likenesses for one another entering the season, and the events of this year are only likely to enhance the comparison. DiMaggio won his first batting title and his first MVP award in 1939--at age 24, he was one year older than Pujols is currently listed. DiMaggio, unlike Pujols, had been heralded as a top prospect from the time he was a teenager playing in the PCL, and was coming off of a fine triplet of seasons in the big leagues. But 1939 was his coming out party, much like 2003 has been for Pujols. Conveniently enough, DiMaggio, limited by a foot injury that he suffered in April, played in just 120 games that season, almost exactly the total that Pujols has accumulated up until now. Compare DiMaggio's '39 against Pujols' current campaign, and the similarities are striking.
continue reading chevron_rightchevron_rightLies, Damned Lies: A Roll of the Dice
8/13The Red Sox ended Tuesday night four games behind the Yankees in the AL East. What are the odds that they can make up that deficit to take the division? And, failing that, what are their chances to edge out the A's for the wild card? Seriously. Grab a pencil and a piece of paper, come up with your best guesstimate, and write it down. Harder than you thought, huh? Keep reading, and we'll have an answer for you in a bit. Whether they realize it or not, major league teams are making calculations like this all the time. Implicitly or explicitly, they can determine the direction that a team chooses to take: whether to move prospects for veterans at the trade deadline, whether to shut a young pitcher down for the season, or try (injury risk be damned) to get as much work out of him as they can. Wins are the currency that baseball transacts in, but for many purposes, they're only as good as the pennants and postseason appearances that they can be redeemed for. Much as some pundits like to talk about Mystique, Aura, and Veteran Leadership, the postseason is a lottery of sorts. Winning 11 playoff games is often a lot easier than winning 90 or 95 in the regular season, and many teams consider their season a success if their postseason ticket is punched, and they get to take their chance in the playoffs.
continue reading chevron_rightchevron_rightLies, Damned Lies: Quantum Leap
8/06Up until this season, my clearest memory of Jose Guillen is as the object of some very unflattering jeering in the right field bleachers at Wrigley Field. The bleacher bums are never kind to opposing outfielders, but Guillen, being young, bad, and foreign, was a particularly vulnerable target. Guillen reacted to the taunts by alternately appearing hopelessly dejected and demonstratively angry, only making matters worse. Though he got his revenge that day--hitting a home run off crowd-favorite/headcase Turk Wendell--I've always had trouble watching him play without the phrase Jo-se-do-you-suck! running warbled, drunken, Francis Scott Off-Key through my head. However cruel, the taunting had proved prescient. Back in 1997, Guillen had time and an abundance of raw talent on his side. Bouncing between four organizations and failing to demonstrate any development, Guillen had regressed to the level of benchwarmer; his career .239 EqA entering the season was below replacement level for a corner outfielder. If not for his powerful right arm (an impressive tool, but overrated in its importance) and his much-tarnished Topps All-Rookie Team trophy, Guillen might have been riding shuttles between Louisville and Chattanooga or selling real estate instead of holding down a fourth outfielder job in the bigs. This season, of course, Guillen has had the last laugh. Easily the most productive hitter on the Reds this year, Guillen filled in admirably for Ken Griffey Jr. Now traded to the A's, he's been charged with the Herculean task of trying to make up for an entire outfield's worth of mediocrity, salvaging Billy Beane's reputation as a deadline dealer nonpareil in the process. But what if Guillen turns back into a pumpkin?
continue reading chevron_rightchevron_rightLies, Damned Lies: Leading Off
7/30One of the perks of traveling for work--I've been doing a lot of that lately--is the USA Today planted in front of your hotel room door. Sure, for the most part, McPaper's articles are about as substantive as the "continental breakfast" you're likely to eat while reading it--but now and then, in its own glossy, Technicolor way, USA Today stumbles across something significant. Last Wednesday's sports page featured a headline on leadoff hitters--it seems that there aren't very many good ones these days. As the article pointed out, none of the league's leadoff hitters are among the top 30 players in OBP. Among qualified players, the highest-ranking leadoff hitter is Ichiro Suzuki, 39th as of this writing (Jason Kendall, who has occupied the leadoff spot in Pittsburgh since the departure of Kenny Lofton, ranks 31st). And it's not as if Suzuki or Kendall are walking machines in the mold of Rickey Henderson--Ichiro is a fine player who can hit .340 consistently, but his walk rate is well below league average, while Kendall's OBP is boosted in part by his fearless desire to lean into pitches. Then again, players of the Rickey/Tim Raines profile have never been terribly common. It also doesn't help when teams insist on placing mediocrities like Eric Young or Endy Chavez in the one-hole. Is anything going on here, apart from a one-year fluke?
continue reading chevron_rightchevron_rightLies, Damned Lies: Hitting the Wall
7/24OK, so it might not have been the most controversial thing he's said this month--even our intrepid Derek Zumsteg didn't dare sweat out this Dusty Baker gem. But the Cubbie manager also made the claim that older players fare better in the second half. Dusty's claim has at least some grounding in his own experience--under his management, the veteran-laden Giants were markedly better in the second half in both 2002 and 2000, and marginally better in 2001. (Over the course of his entire tenure, the record is far more ambiguous: in Dusty's 10 seasons at the helm, the Giants played .535 ball before the first of July, and .546 after it). While the Cubs' second half didn't get off to a great start with the injuries to Corey Patterson and Mark Prior, it'd sure be nice to see them still in the race come September. The acquisitions of Aramis Ramirez and Kenny Lofton have the Wrigley faithful in a frenzy; will Baker prove to be a sage or a charlatan? Not to ruin the fun or anything, but this is a testable claim. By comparing the first and second half performances of players of various ages, we can see which ones really perform best down the stretch.
continue reading chevron_rightchevron_rightLies, Damned Lies: PECOTA Mid-Season Review
7/16Watch SportsCenter this time of year, or read the Sunday baseball page--that's the one with the long list of players sorted by their batting averages--and you're sure to see plenty of stories about what a wonderful, surprising baseball season this has been. Why, who would have thought that Dontrelle Willis would have been drawing Mark Fidrych comparisons, that the Royals would be 10 games over sea level at the Break, that Melvin Mora would be an MVP candidate, that Esteban Loaiza would be the best arm in the American League? Perhaps there's some Joe Namath among you, some Nostradamus, some Miss Cleo, but we certainly didn't.
continue reading chevron_rightchevron_rightLies, Damned Lies: Digging in the Backyard
7/09Nate Silver plays cartographer in this edition of Lies, Damned Lies, in search of untapped sources of amateur talent in the U.S.
continue reading chevron_rightchevron_rightLies, Damned Lies: A Whole Different Ballgame
7/02Through Sunday night's game in Anaheim, the Dodgers had scored an average of 3.46 runs per game, the lowest total in the league. Thing is, they're allowing even fewer runs--only 3.03 per game. It's an odd formula, as if concocted from the lovechild of Whitey Herzog and Hal Lanier, but for the most part, it's been working. Has the Dodgers performance thus far been historically significant? You bet your Lasorda. Since the end of the deadball era, no team has turned in a performance so out of line with the rest of the league. In the table below, I've listed those teams since 1920 whose runs scored plus runs allowed represented the lowest percentage of league average...
continue reading chevron_rightchevron_rightLies, Damned Lies: Redefining Replacement Level
6/25Nate Silver takes a closer look at replacement level in search of a better, zestier approach.
continue reading chevron_rightchevron_rightLies, Damned Lies: Bounces
6/18Baseball is full of bounces, and not just the path of a Jacque Jones double as it skips across the Metrodome turf (or a Carlos Martinez homer as it skips off Jose Canseco's head). Rather, teams can expect a bounce in attendance when they move into a new facility, facilitating a higher payroll, a more competitive club, and ultimately, it is hoped, a couple of pennants to hang on the outfield wall. Or at least, once upon a time, they could have. The standing-room-only precedent established in places like Toronto and Baltimore and Cleveland no longer seems to hold. Attendance in Detroit, Milwaukee, and Pittsburgh has already regressed to the levels those teams had grown accustomed to prior to the opening of their new stadiums. Attendance in Cincinnati is up, but only barely--and this with reasonable ticket prices and a fun team on the field. Nobody expects the honeymoon to last forever, but the reinvigorated relationships between ballpark and city that the new stadiums were supposed to engender have lasted shorter than a Liz Taylor nuptial. Since the debut of SkyDome in 1989, 13 of the 26 teams in existence at that time have opened new parks. Two more will open new facilities next year. It has been the longest sustained period of new stadium construction in baseball history. Call them mallparks or, as I prefer, Retroplexes. Either way, there's plenty of evidence that the ball isn't bouncing quite as highly these days.
continue reading chevron_rightchevron_rightLies, Damned Lies: Batter vs. Pitcher Matchups
6/11Don't tell anyone, but I really enjoy watching Randall Simon hit. The loose, goofy motion in his stance as the ball approaches the plate; the flyswatter swing; the big-stepping follow through, his blubber, after half a second in gelatin-like suspension, mimicking the motion of his bat. It's a lot of fun to watch, especially when Simon manages to make contact, which happens more often than you'd ever expect. I've had the occasion, however, to watch Simon against Kerry Wood a couple of times this year, and from Randall's point of view, the results have been disastrous: zero-for-six with four strikeouts. Not just any kind of strikeouts, mind you, but ugly, pirouetting, breeze-generating, no-chance-in-hell strikeouts, the sort that make you think that Simon could face Wood 500 times and go oh-fer. I didn't mind this, really; Wood is one of my favorite pitchers. But this particular matchup was interesting to watch because Simon and Wood are such an odd couple: Simon swings at everything, and never draws any walks, but by virtue of his superior hand-eye coordination, manages to keep his strikeout rate very low. Wood, on the other hand, is one of the toughest pitchers in the league to make contact against--though sometimes that's because he isn't throwing the ball anywhere near the strike zone. In any event, Simon's performance against Wood looked so bad than I began to wonder whether the batter isn't at some sort of systematic disadvantage in pairings of these types of players. To study the question, I'll leverage from a technique that Gary Huckabay and I introduced last month in a 6-4-3 column, comparing the actual performance observed when certain types of batter-pitcher pairings occur against the results predicted by Bill James' log5 formula. Instead of dividing players up based on groundball and flyball rates, this time we'll look at a quick-and-dirty index of plate discipline.
continue reading chevron_rightchevron_rightLies, Damned Lies: Solving a Ninth Inning Quandary
6/05Statheads...often lament the intentional walk with an argument that usually goes like this: With a runner on third and one out, the expected runs scored for the inning are X. With the bases loaded and one out, that number is Y (higher than X). This argument normally makes sense, but in a situation where one run is all that matters, the manager should instead try to maximize the probability that no runs will score...Does walking the bases loaded with one out make sense on this basis? As D.H. points out, the only thing that each manager need concern himself with is whether that one essential run scores. All the strategic elements of the game--hitting, baserunning, pitching, defense--are profoundly different under these conditions. What's a manager to do?
continue reading chevron_rightchevron_rightLies, Damned Lies: Pitcher vs. Batter Matchups (Holes Part Deux)
5/28In last week's Lies, Damned Lies, I reviewed Adam Dunn's major league career one plate appearance at a time, in order to determine how his performance changed when facing the same pitcher multiple times. For those of you who, like me, did some damage to your short-term memory over the long weekend, the idea was to discover whether, per Michael Lewis' discussion in Moneyball, Dunn is a hitter with a hole in his swing that gets continually more exploited in repeated trials. In Dunn's case, the answer was a tentative "no", but a lot of people mailed me to ask that I broaden the scope of the analysis. As D.H. writes: "I like your research, but my problem is that you've presented no baseline. It reminded me of a STATS Baseball Scoreboard article on whether Greg Maddux did better the more times he faced a particular batter because he's so "smart." The data showed that the hitters improved as time went on. But, like in your study, there was no baseline to compare against. Adam Dunn may show a drop-off the more he faces a particular pitcher, but maybe all players exhibit identical drops. Or, maybe all players exhibit more precipitous drops, and only the good ones (like Dunn) stick around because they only lose 20% of their value." In other words, is there any systematic advantage to the pitcher or the hitter given repeated trials? Doesn't seem likely, I wrote back, not if the league is going to remain at some kind of equilibrium for very long. But D.H. is correct that it's a question that deserves further study, much like why on Earth I didn't wear sunscreen to the ballgame on Sunday. As I mentioned in the Dunn piece, there is publicly available play-by-play data for each season from 2000-2002. In order to make sure that the players we're working with formed a closed system, I limited the analysis to players who made their major league debuts in 2000 or later. It was then possible to look at all possible 'pairings' of the batters and pitchers within this group--what happens when Billy Batter faces Pete Pitcher for the first time? For the fifth time? For the 20th time, after Bill Batter has dropped the -y from his name and grown a mustache, and Pete Pitcher is discovered to be three years older than listed and actually named Pedro Pichardo?
continue reading chevron_rightchevron_rightLies, Damned Lies: Holes
5/21Holes isn't just the movie you see begrudgingly upon discovering that The Matrix Reloaded is sold out on all 17 screens at the Springfield GooglePlex. No, "holes" are also one of the big concepts in Michael Lewis' Moneyball, and not just as a part of Billy Beane's vernacular. Rather, Lewis contends that every hitter (excepting Scott Hatteberg, Pickin' Machine) has a hole in his swing, and that the hole will inevitably be discovered and exploited in repeated trials. Unless the hitter is able to make adaptations of his own--retooling his swing, standing in a different place in the batter's box, taking more pitches--the hitter will not be able to survive in the big leagues for long, and will join Kevin Maas and Joe Charboneau in baseball purgatory. It's a nice concept. Game theory hasn't been this sexy since Russell Crowe played the genius/lunatic somewhat resembling Princeton scholar John Nash in A Beautiful Mind. But is it real? Can it be tested? Does it hold its sabermetric water? Let's use Reds slugger Adam Dunn as a test case.
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