Hi Folks,
As we move beyond the All Star game, let's reacquaint
ourselves with some basics. Like many of you, I take this opportunity to
assess my needs in order to better my chances for success.
I always say that one
needs two things to win a fantasy championship: Skill & the absence of
Bad Luck. Since Good Luck and No Skill are less likely win a fantasy
championship, I would say that skill is the prevailing determinant in
achieving success. As a subscriber you already know that we base our skill
on Sabermetric fundamentals (such as such as BHIP%, Runners Stranded %,
K%, EYE%, LD% & XBH allowed %.) However when it comes to the second
half, these indicators start having less credence and we need to consider
other less explainable indicators.
Simply put, everything beyond this point of the season
starts relying less on a linear regression model and more on non quantifiable
factors. Let's face it, from a mathematical perspective we have a decent
sample size to work with (90 games), thus anomalies in theory, should
already be working themselves away at this stage. This is the point in the
season when it's time to look at the regression to the mean concept and
consider the reasons why Pitcher X has a been blighted with a higher than
typical Balls Hit Into Play success percentage (BHIP%). Maybe Pitcher X is
leaving the ball over the plate this year because of an quad ailment or a
mechanical flaw that he might not recover/discover this season. Sure an
abnormally low K ratio may offer some insight, but unfortunately it's not
that obvious in many of the outlier cases. No matter how much statistical
analysis one applies, one has to be willing to accept a lower success
percentage on any Sabermetric indicator that is applied from this point
forward. Thus we post this second half rankings with consideration
to the physiology of seasonal performance.
Every season we come across players who unexplainably
perform at higher or lower levels during certain periods of the season.
One possible explanation behind the phenomena: second half "positive
trends" are due to the players inability to "get it into gear" during the
first half, or the ability to "let it all out" during the second half. MLB
player performances, unlike the well established principals of the stock
market, do not take "random walks" but rather fall into clearly defined
patterns. There are many possible explanations why players repeat trend
patterns, but sometimes knowing "why" isn't as important as knowing "who".
Once we know "who", complacency becomes our
nemesis....especially when we are lulled into a false sense of security
based on our current place in the standings. Case in point, my team in the
Industry's Fantasy Baseball league (Fantasy Sports Trade Association). As
of the all star break, the Fantistics team is in first place with 3 teams
within 10 points of my lead. Looking at my team, I've got several players
that are clearly overachieving....with Lance Berkman heading this
list. Don't get me wrong, I love Lance Berkman...so much so that I
had to forcibly downgrade his projections this preseason, just so I would
be within 5 rounds of where everyone else thought that Berkman would be
this year! OK, so I scored there....but it might be a quarter past
midnight and I'm missing a slipper. Berkman has clearly outplayed
expectations in the first half, but now I am in full acknowledgement that
Berkman is one of those players that simply doesn't perform well in the
second half. Take a look at his 3 year First half/ Second half splits (see
images below) and you'll see a player who has lost 115 points in Slugging
Percentage in the 2nd half over the last 3 seasons. If you have Berkman,
clearly now is the time to sell. As I write this, my complacency recliner
just slipped another notch...as my 3rd closer (Francisco Rodriguez)
just got shipped to the setup department in Milwaukee. Guess who'll be
trolling the waiver wire next week looking for his yet to surface
(Parnell/Isringhausen?)
replacement in NY. Complacency and Championships share the same first
letter, yet will never rhyme....know the splits and use them to your
advantage.
Second Half Risers (Batters)
Knowing that over the last 3 years Troy Tulowitzki and
Carlos Ruiz's second half slugging percentage RISES by over 100
points (+.20 FPI), is pretty handy information.
Of course what we receive from another big second half riser,
Carlos Gonzalez, will be very dependant on the recently diagnosed wrist bone bruise. Here's a big look at the group of players who have performed much better
in the second half of the season over the last three years (some players
only have a 2 year history):


Second Half Under Performers
On the other end of the spectrum are the players who
have not had a good second half based on their 3 year average.
Lance Berkman, Scott Rolen, Josh Willingham, and Brandon Inge
have seen their slugging percentage drop by over 100 points when
compared to their first half! It's typical to find this list littered with
catchers, as they tend to tire in the late stages of the season (squatting for 3 hours, 5 days a week
has it's toll) On to the list:


Although some of the listed players above may be have a
desirable or undesirable experience in the second half, they still may be
moving in a opposite direction in the current rankings. Other factors such
as current playing time situations, injuries, and regression to their
"production mean" are also factors in the equation.
Notable 2nd Half
Pitching Risers
include Rick Porcello, Wade Davis, Bronson Arroyo, Brett Myers,
Ricky Nolasco, and Wandy Rodriguez:


Second Half difficulty
has arisen on (based on a 3 year average)
for the following:


If you
haven't yet, onto the:
Mid Season
Batter Rankings /
Pitchers
Good Luck in the Second Half of the Season! -
Anthony
A. Perri
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