The Uncertainty Paradox

Going into Thursday night’s game against Cleveland, Ravens tight end Dennis Pitta was one of the most targeted players not just at his position, but in the entire league. Fantasy football owners who had Pitta on their teams might have felt justified in expecting him to have a very good game against the Browns. But as improbable it might have seemed going into the game, Pitta posted zero fantasy points. The reaction from fantasy owners was not ambiguous. They were irate. But the problem with the response to Pitta’s goose egg is that the very possibility of something like that happening is surely the reason that we play fantasy sports.

We don’t just prefer our sports with uncertainty baked in, we require it. When NBC televised the Olympics on tape delay, sports fans let the network know how they felt about being robbed of their surprise. However, even if we have a love of uncertainty, that doesn’t mean we won’t be willfully obtuse by refusing to admit it.

The human relationship with uncertainty requires an asterisk, which you might call the Uncertainty Paradox. We want to be surprised by outcomes, but we also want to assure ourselves that we know more about those outcomes than we actually do. We can’t help but try to whitewash uncertainty with a (sometimes false) sense of understanding.

The Uncertainty Paradox explains the multi-billion dollar sports betting industry, it explains why some people keep Bengal tigers as pets, it explains why Rihanna is still into Chris Brown, and it probably also explains something even more important to the human experience – religion. Religion is the definitive example of trying to insert understanding where only uncertainty exists. It is the ultimate attempt to wrestle some control back from chaos. It might also give us a clue as to why fantasy owners were so upset over Dennis Pitta’s poor football game.

If the anger over Pitta’s poor game looked like anything, it looked like a crisis of faith. There was anger piled on top of a feeling of betrayal because the world wasn’t supposed to work that way. One of the most utilized tight ends in the game might have a range of outcomes that are possible, but we’ve convinced ourselves that a zero point game isn’t one of them. Except that this is exactly how the world is supposed to work.

The problem in this case was not Dennis Pitta, who posted zero fantasy points while his team won. The problem really was our overconfidence in believing that we understand a future that is unknowable and which has never led us on or given any indication that it can be known.

Rejected Grantland Previews – Week Four

Once again, these are the Grantland previews that didn’t make the cut.  To see the ones that did make the cut, as well as a bunch of strong stuff from the other writers, you can check out the compiled previews at Grantland.

Tennessee at Houston

The fantasy trade value of Chris Johnson has been in free fall for so long that it is now about equal to the real life value of the following things: a near mint condition VHS of Iron Eagle II, an I.O.U. from Lindsay Lohan, the mixture of brown felt and Elmer’s Glue that forms Al Michaels’ hair piece, a ticket stub from the first time you saw Avatar, an I.O.U. from Lenny Dykstra, an extensive collection of Nickelback bootlegs, a game-used football autographed by Jerry Sandusky, sharing a bucket of popcorn with Romeo Crennel, a post-internet Cinemax subscription.

Strong fantasy plays: Arian Foster, Andre Johnson, Matt Schaub

Fair to middling plays: Chris Johnson, Kenny Britt, Jared Cook

Carolina at Atlanta

I hate to be the bearer of bad news for Cam Newton owners, but Superman’s uneven fantasy results could last for a few more weeks. The Son of Jor-el faces the Mike Nolan coached Atlanta defense this week and then gets the following schedule: Seattle, BYE, Dallas, Chicago. Those are all good defenses. Newton’s ability to run when the passing game isn’t there, or vice versa, does make him a little more matchup proof than a lot of quarterbacks. However, I view this as being sort of like a card counting situation. When a blackjack deck gets thin on face cards, it doesn’t mean that you’re guaranteed to lose, only that your odds of losing increase. Newton’s deck is thin on face cards over the next month.

Strong fantasy plays: Cam Newton, Steve Smith, Julio Jones, Matt Ryan, Roddy White, Tony Gonzalez

Fair to middling plays: Michael Turner, Jonathan Stewart, Greg Olsen

New Orleans at Green Bay

Cedric Benson owners have probably lucked into a perfect storm to sell high on the running back in two weeks. The first element of that perfect storm was Benson’s touchdown in the Monday night game. That touchdown is probably going to be one of only a few this year as Green Bay is notorious for passing in the red zone. The second element of that perfect storm is Benson’s schedule over the next two weeks which includes the Saints and the Colts. Both of those teams have poor run defenses. After that two week span against poor run defenses it will be time to complete the second part of the “pump and dump” act by trading Benson before he faces the Houston defense the following week.

Strong fantasy plays: Aaron Rodgers, Greg Jennings, Jordy Nelson, Jermichael Finley, Drew Brees, Jimmy Graham, Darren Sproles, Cedric Benson

Fair to middling plays: Marques Colston

Seattle at Saint Louis

I can’t decide if I want to buy on Golden Tate because he’s all Seattle really has in the passing game (besides replacement officials), or avoid him like the plague because he has to be in line for some kind of karmic retribution. If we learned anything from the Final Destination commercials (because no one actually saw the movies right?) it’s that you can only cheat the universe for so long. Tate’s time is coming and I wouldn’t want to be either one of his ACLs right now. Having said that, I did talk myself into picking up Tate in more than one league. Hope is a helluva drug.

Strong fantasy plays: Marshawn Lynch

Fair to middling plays: Danny Amendola, either Daryl Richardson or Steven Jackson, Golden Tate

San Francisco at New York Jets

Shonn Greene has been so terrible through three games that he’s only scored about 60% of the fantasy points that you would expect from him if he were just an average running back. I’ve calculated that 60% by looking at each carry that Greene has received and then determining the average fantasy points scored for a carry from that yard line (because not all carries are created equal). An average back would have scored 37 points by now, while Greene has scored just 21 points. Those 37 points (if Greene were just average) are important because the Jets are now making indications that Bilal Powell may get a larger share of the opportunity in the backfield. While Powell has also been below average, he’s been better than Greene and the Jets provide enough opportunity for running backs to make things interesting.

Strong fantasy plays: Frank Gore, Vernon Davis

Fair to middling plays: Santonio Holmes, Michael Crabtree

New York Giants at Philadelphia

Despite the beat down that the Giants gave the Panthers in week three, they do probably have a pass defense that can be thrown on. The G-Men (or the Blue Man Group if you are a Tobias Funke devotee) have given up 10 yards per passing attempt to opposing wide receivers and tight-ends , a number which is among the worst in the league. This could be a better than expected matchup for DeSean Jackson and Brent Celek. Even Jeremy Maclin (hip) could be a good start if he shows he’s able to practice throughout the week.

Strong fantasy plays: Eli Manning, Victor Cruz, Andre Brown, Martellus Bennett, DeSean Jackson, LeSean McCoy, Michael Vick, Brent Celek

Fair to middling plays: Hakeem Nicks

New England at Buffalo

Ryan Fitzpatrick is having a very odd season through three games. While quarterback has thrown eight touchdowns and is fifth among quarterbacks in fantasy scoring, he’s completing less than 60% of his passes and has only cleared 200 yards once. Generally those numbers would raise a red flag that perhaps some reversion to the mean might be coming. However, the mean reversion won’t start this week because Fitz will be facing the “break, don’t bend” defense of the New England Patriots. Pencil him in for another productive week.

Strong fantasy plays: Tom Brady, Rob Gronkowski, Wes Welker, Brandon Lloyd, Stevan Ridley, Tashard Choice, Ryan Fitzpatrick, Stevie Johnson

Fair to middling plays: Scott Chandler

San Diego at Kansas City

If the exhilarating mix of football and beer on a Sunday afternoon is ever too much joy to bear, and you want to come back to earth a little bit, turn on a Chiefs game and watch Matt Cassel for about three minutes. Despite the fact that Cassel has two of the bigger wide receivers in the league in Dwayne Bowe and Jonathan Baldwin, he can’t manage to do more than throw the ball in their general vicinity on most plays. It’s really awful. If we eventually find out that Cassel is legally blind, a la Rick Vaughn, it won’t be surprising at all. His actual game performances look like a movie montage of bloopers. It’s bumming me out just writing about it.

Strong fantasy plays: Ryan Mathews, Jamaal Charles, Dwayne Bowe, Malcom Floyd, Philip Rivers

Fair to middling plays: Matt Cassel

Maybe Some Tough Sledding Ahead for Cam Newton

Perhaps the best way to think about deploying analytics in trying to predict the future is imagining it as card counting.  When gamblers count cards they aren’t going to win every hand, even when they know that the deck is long on face cards.  They’re just trying to tilt the odds in their favor.  The graph below on Cam Newton’s upcoming schedule can be viewed in the same light.  It looks like the next 5 weeks (including the bye) could be difficult for Cam.  But that doesn’t mean that he couldn’t exceed the projected points that I have for him.  If I go back to the blackjack analogy, it’s like Cam is facing a deck short on face cards over the next 5 weeks.  His schedule goes: ATL, SEA, BYE, DAL, CHI.

If I had to offer one area where there exists the most room for error in my forecast, I would say that it’s probably related to the forecast drawing from Cam’s season to date, and he may have played below the level he’s capable of playing.  If he had played better to date (closer to last year’s Cam) then the projection over the next 5 weeks would still be lower, just not as low as I currently have him forecast.  My forecast is based on comparables and Cam’s comps aren’t looking great right now.  He went from being a 2004 version of Duante Culpepper, to being a 2005 version of Duante Culpepper.  That’s not the direction he wants to be going.

Rplot106