Don’t Be So Defensive
Valuing defensive units in the dark
is very difficult—and the dark is pretty much any time between January
and mid-September. Lemme ‘splain.
In August of ’06, many of us had
Carolina dialed into the Superbowl, based in large part upon how good
their defense was certain to be. Everything was shaping up for them:
their offense was going to get early leads with Steve Smith and then
grind out the clock with DeShaun Foster and DeAngelo Williams, and they
had the scheduling benefit of playing offensive ne’er-do-wells such as
the Falcons, Buccaneers and the lowly, laughable Saints twice each. We
were all eating Carolina BBQ and drinking Panther Kool-Aid.
Defenses can put up monster points
in many fantasy leagues, so thousands of owners blew a 5th-,
6th-, 7th-, or 8th-round pick on the
Panthers last season. Then, unaccountably, the Falcons dropped the
Panthers like a bad habit, 20 to 6, in Week 1. The infinitely less
valuable Atlanta defense dialed up 22 fantasy points—using a fairly
common scoring system—versus six from Carolina. From there, things
didn’t get much better for the Panthers’ D, finishing 26th
among fantasy defenses.
Staying in the NFC South, what about
those Falcons last year? Other than leagues based near Fulton County,
no one much cared for them until the first few weeks of ’06. Quite
surprisingly, after Week 4 of last year the Falcons were ranked third in
fantasy terms (behind Chicago and Baltimore) averaging 20 points. The
reader can imagine how many owners puffed up their chests with
waiver-wire pride when landing this ostensible diamond in the rough.
But those chests certainly deflated
in the following weeks. The Falcons D used their final 12 contests to
average an anemic 8.5 points, ranking 31st out of 32 teams in
terms of fantasy productivity.
It’s all well and good to justify
using a mid-round pick on a defense because it’s a “sure thing,” but the
defenses that finish the 2007 season on top will only be “sure things”
in the estimate of those who have no memory for statistical trends.
Since 2004, only three teams (Chicago, Baltimore and Pittsburgh) have
maintained top-ten status, while a good many of the others that briefly
joined them in that spot-light quickly move from great to awful to
mediocre (e.g., the Bills were first in ’04, twenty-fourth in ’05, and
thirteenth in ’06).
Valuing fantasy defensive units is
much more difficult than valuing individual players. At the end of the
day, an owner only has to answer three questions concerning individual
offensive players: 1) What is the value of such-and-such player in a
vacuum? 2) What is the situation that such-and-such player is now in?
and 3) How will such-and-such player fit into that situation?
To be very clear, none of those
questions are easy to answer, but most owners believe they can make a
good guess.
Using similar logic, it is
impossible to value defensive units: 1) What are the values of
these-15-or-so individual players in a vacuum? 2) What is the value of
these-15-or-so players as a unit in a vacuum? 3) What is the real
situation of that team’s offense? 4) What are the real situations of the
opponents on that team’s schedule in relation to: a) defensive vs.
offensive match-ups; and b) offensive vs. defensive match-ups? 5) What
can I realistically predict about special teams apart from the fact that
Dante Hall was sure to score a return TD every week I didn’t start the
Chief defense that year? 6) Do you want to pay for the undercoating on
your new car? and 7) Is Pardon the Interruption more acceptable
now simply because it’s been forced on us for three interminable years?
Owners usually shy away from that
continued logic, and, instead, consult magazines and websites for help
in the world of defenses. (Those magazines and websites, by the way,
don’t know much more about what to expect than the readers—but don’t
tell our editor we said that.)
Who really predicted that the Saints
would have the best offense in the league last year? Preseason
defensive rankings of teams playing New Orleans in ’06 were artificially
and incorrectly buoyed by the very logical but absolutely wrong
assessment that the Saints would suck. And every year, we see one or
two such shocker teams.
Who really predicted that Bob
Sanders would have such an incredible impact on the Colts’ rush-defense
last year? Over 90% of those readers claiming credit for that insight
are lying (but please, keep reading). Sanders was important, and many
understood that, no question. But the Colts went from one of the very
worst at stopping the run to one of the very best as soon as he was
reinserted into the line-up.
And a few years back when Baltimore
lost Ray Lewis and Ed Reed simultaneously for multiple weeks, the
results were also surprising. If Bob Sanders’ absence could
incapacitate the Indy defense, then the absence of two defensive
superstars would have to cripple the Ravens, right? So why weren’t they
crippled?
Defenses are like crazy chemistry
experiments. The vast majority of particulars that shape, mold and
craft these collective cultures (experiments) are not perceptible due to
the limited knowledge that we are afforded in the preseason, or even in
the first weeks of the season. Between free-agency, players coming on
and off the injured-reserve list, coaching changes, and fresh meat from
the draft, there are a number of different chemicals added to all teams
before and during a season—some inert, and some catalytic.
A helpful strategy for many owners
begins with recognizing these challenges.
Don’t spend valuable mid- or even
late-mid-round draft picks on defenses. If it is a crapshoot, then
just take your chances later, and focus your efforts where you have a
better chance of using insight and experience. This “don’t worry about
defenses” strategy can help you better manage your time in preparing for
the draft by selecting players in situations that you have an infinitely
better chance of really understanding.
Think about what we “really knew”
last year by the end of October: The Saints were much better than we
expected; the Atlanta thrashing of Carolina wasn’t so surprising after
all; and neither the Falcon nor Panther defenses were very impressive.
We knew plenty of other things outside of the NFC South as well.
Most waiver wire activity is allowed
through the second month of the regular season.
It is not a bad tactic to simply
wait and see how things develop, then pick up two or three defenses
focusing on two things: 1) how these defenses are “really” reacting
within their situations; and 2) what are the “real” situations for the
teams on their schedules for the remainder of the year.
Keep in mind, there will always be
more supply for defenses than demand (there are between 26 and 32
starting defenses each and every week). While Chicago and Baltimore
won’t be available, there are a slew of teams like the Texans, Titans,
Redskins Bills and Lions that are available. I’ll predict right now
that one of those teams will be in the top 10 at the end of this
season. I don’t know which one, but by November, I’ll have a much
better idea. And by then I’ll also have a much better idea what their
schedule “really” looks like.
This strategy is very practical and
intuitive. Even if you don’t have a top-10 defense, you can still play
two or three defenses off of each other, based strictly on match-ups as
the season closes.
In this system there is less time
required to prepare for a draft, less “cost” afforded to that one
defense selected in the final rounds, no quantum physics or consulting
psychics to solve issues that are really unsolvable, and the ability to
seek out defenses in a non-partisan way by watching games with which you
might otherwise be bored.
This is just one more of our efforts
to give you, the reader, more time to enjoy a cool refreshing beverage
while kicking the crap out of your friendly foes in fantasy football.