Friday, April 16, 2010

Frustration



I'm betting this next statement won't come as a complete surprise, especially if you've been following @theorioleway on Twitter: I'm frustrated.  A 1-9 start to the season is never a good thing, but especially not so when a team's next 22 games are three more in Oakland, at Seattle, at Boston, home against the Yankees and BoSox, at the Yankees and at the Twins.  Those are all legitimate playoff contenders; a truly scary record on the order of 7-24 (or worse) is a very realistic possibility.

Losses happen.  Teams go through rough patches.  It's early.  I get it.  But it's not so much the losing that has me frustrated, but the way the club is losing.  Let's make a list:

1) The Orioles are an incredible 10-for-70 with runners in scoring position.  That's a .143 batting average.
2) Orioles hitters are seeing just 3.68 pitches per plate appearance, 28th in baseball (3.87 is average).
3) The relief pitching has been brutal, especially late in games: in innings 7-9, the staff as a whole is allowing an eye-popping .313/.375/.565 line.
4) The defense is once again shoddy: the O's .664 defensive efficiency rating ranks 26th in the Majors.
5) The club has wasted several excellent starting pitching outings.
6) Injuries to Brian Roberts, Felix Pie and Nolan Reimold have hurt both the offense and the defense.
7) Garret Atkins is batting .222/.243/.333; Miguel Tejada, .205/.279/.410.

So other than a good offensive approach, clutch hitting, pitching, and defense, things are going swimmingly.

Eventually, someone will get a hit with runners in scoring position (please?).  But those other items have the potential to be glaring trends for 2010.  Tejada, Izturis, Atkins and others are pretty hacktastic.  Especially with the injury/ineffectiveness concerns with Mike Gonzalez, this bullpen is not very (ok, any) good.  While the outfield defense might be acceptable or even good, any infield that has Tejada, Wigginton and Atkins "flashing" the leather isn't going to turn many hits into outs.  And injuries have played an important part in past late season collapses; with Roberts and Pie both hurting and Reimold still recovering from offseason surgery, do the O's have a training staff capable of getting them back on the field and healthy?

Now that we've got the pessimism out of the way, are there any positives we can take from the early going?  Unequivocally, yes.  As always, caveat emptor on the sample size.

1) Brian Matusz is going to be a stud.  I am 100% convinced.  I may not be convinced that the Orioles shouldn't have drafted Justin Smoak instead, but I am really, really excited for the Brian Matusz era.
2) Millwood and Guthrie have both been effective in the early going.
3) Matt Wieters and Felix Pie have been the team's best hitters.  Wieters I fully expected, but we have to be thrilled that Pie has maintained the progress he made late last season.
4) Nick Markakis has is walking again.  After walking in 14.2% of his plate appearances in 2008, he took a free pass just 7.9% of the time in 2009.  In 2010, he's back up to 22.7%.  He's currently suffering from a .259 BAbip (career: .327).  His line drive percentage (14.7%) may look low, but with only 27 balls in play (33 at-bats minus 7 strikeouts + 1 sac fly), he's only missing one liner from his career rate (4/27 = 15%, 5/27 = 18.5%).  If we normalize his BAbip, he'd be hitting .273 and no one would be worried.

See, things aren't so bad, right?

Last season, I set three goals for the 2009 Orioles:
What would make this a successful season? I think three things:

1) Matt Wieters establishes himself as an offensive force behind the plate.
2) Felix Pie and Adam Jones show that they are long-term solutions in the outfield.
3) The young pitching does not suffer any significant development set-backs.
Results were mixed on the first two, but the third was undoubtedly achieved.  Since it looks like we're in for a really long year in the loss column, what will make the 2010 Orioles a success?

1) Pitching, pitching and more pitching.  Brian Matusz, Chris Tillman, Brandon Erbe, Zach Britton, Troy Patton, Jake Arrietta.  Stay healthy.  Keep improving.
2) The young core group of hitters keeps improving: are Matt Wieters, Adam Jones, Nick Markakis and Nolan Reimold the middle of a championship caliber line-up (and I think they can be)?  Is Felix Pie* really breaking out?  Can Josh Bell and/or Brandon Snyder take over a corner?
3) Continue to infuse the organization with young talent.  This might mean trading Kevin Millwood or Jeremy Guthrie, and it definitely means using the #3 pick in the upcoming draft to take an impact player.

*Since I have completely neglected my blogging duties lately, I'm just now getting a chance to comment on Pie's thrilling score from first on a single during the home opener.  I was sitting high along the first base line and had the perfect view of the play.  He was dead in the water (I believe my exact words as he was rounding third base were "He's out by a mile") with a perfect throw, but as we know, perfection is difficult.  Great hustle, and I love the gutsy call by Juan Samuel.  I can't find it right now, but I think I remember seeing research that shows 3B coaches as way too conservative, so I love the aggressiveness.

If those first two goals are met, I think the wins will be there by the end of the season, especially if the offense comes around.  Not all of those young pitchers need to get starts in Baltimore this year; breaking them into the big leagues as relievers is perfectly acceptable.  We also need to be prepared to deal veterans like Guthrie, Millwood, Tejada and Luke Scott at the cost of a few wins in August and September.  While I think the chance for a surprisingly good outcome still exists, a slow start really steepens the climb.  2011 and 2012 are still the goal.

Finally, one last word on Dave Trembley: things are getting ugly.  This from Will Carroll at Baseball Prospectus:
Since I spent the last few days in the Baltimore/DC area, catching three games at Camden Yards, forgive me if I'm a bit more concerned with the O's than most. (Given the crowds over the three-game sweep, I might be one of very few.) It's flat out a mess in the O's bullpen right now, and it seems like Dave Trembley has lost them, if not the whole clubhouse. The tension is palpable there, and many think that Trembley might not be long for the job. His handling of the Gonzalez situation, throwing him under the bus so quickly and then questioning his DL move, is a real puzzler. Gonzalez's "mechanical work" is something that could have been taken care of in camp if Trembley's handling of the vets in camp hadn't been so lax. Now that they need to DL him, the shoulder strain is enough to pass muster and fill in the slot after Trembley burned through the pen willy-nilly. It's one thing to lose a closer, and another thing to completely lose touch with a pen's strengths and weaknesses. Gonzalez's stint likely won't be too long. He was scheduled to come back to the pen early next week after working on the side, so assume that it should be about the minimum. If there's any positive, it's that Uehara is throwing and looking like he'll be ready to get back to the pen by late April. His presence could work a lot of ways. He could be a smoothing option for the long role or slot into the closer role, since Trembley seems to have more confidence in him than Gonzalez.
I think my feelings about Dave Trembley have been made pretty clear: he can't handle a bullpen, he can't fill out a lineup card, and he hasn't (for whatever reason) been able to get this team to play solid, fundamentally sound baseball.  If he's starting to lose the clubhouse (and, as outsiders, we have no idea if this is the case), the best thing to do will be to get rid of him as quickly as possible.  I don't mean to make him a scapegoat for all that's wrong with the Orioles; he's been a good soldier and says (almost) all the right things.  But I don't think he is a good manager.
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Friday, April 9, 2010

Opening Day


Though we might not have the mid-June-esque weather of the past few days, today really feels like baseball season. Or at least it will once I head out from the office for today's game!

As I'm sure you've figured out, I'm really interested in line-up construction, and it seems I'm not alone: the Pirates are using a "non-traditional" line-up this season. Forearm smash: The Book blog.
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Wednesday, April 7, 2010

Opening Day


Rumor has it that there was an Orioles game yesterday. I prefer not to acknowledge that the season has begun until we get a home opener, but last night's events have forced my hand. Without further ado, let's overreact!

The Good
Adam Jones is good. Enjoy video evidence here.
So is Matt Wieters. I love the reaction of the fan who foolishly tries to barehand a missile.
Nick Markakis has a pretty solid arm.

The Bad
Miguel Tejada and Garrett Atkins combined to go 1-for-9 with a GIDP. Why do I get the feeling I will be repeating that sentence all too frequently?

The Ugly
Mike Gonzalez, welcome to the Orioles bullpen! I know it's one game, but I still can't help but think it's really, really foolish to spend big money on the bullpen.

The Jury's Still Out
It sure looks to me like Felix Pie deserves to play. And that Luke Scott deserves to play. And that Nolan Reimold deserves to play. How will Dave Trembley handle the time share? My vote is for more of this.

Today is a new day. Let's hope the club can get a win!
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Thursday, April 1, 2010

Playing Time Forecast

Enter your Orioles playing time forecasts here. Suffice to say, the fans have lived up to the charges of optimism bias: 1,587 innings pitched (162 x 9 = 1,458) and 1,800 batter games played are predicted for the Orioles.. The pitching forecast ranks 13th, above the 1,571 IP average, while the hitting forecast is 15th, just above the 1,787 game average. Only one team, the Cardinals, comes in below the 1,458 inning number. Pirates fans are the most optimistic, scoring 55 OptiPoints on my proprietary scale [31 minus Rank(PA) plus 31 minus Rank (IP)]. The Orioles are 8th, scoring 39 OptiPoints. There is no correlation (R^2 = 0.001) between hitting and pitching optimism (Graph 1), nor between projected wins and OptiPoints (R^2 = 0.039).


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Wednesday, March 31, 2010

Baseball Prospectus at the Ballpark


Baseball Prospectus will be hosting a Ballpark Event at Camden Yards on Monday, April 12. Tickets are just $25 (including your game ticket - this sounds like a fantastic deal), and the event will include none other than Andy MacPhail. I really wish I could go to the event and ask him questions about player valuation methodologies, lineup construction and the relationship between front office and field personnel, but alas, I will instead be studying International Economics around the corner. If you go, I'd love to have you write a guest post about the event.

Here are the details:

Monday, April 12, 5:15 PM at Camden Yards
BPro writers: Clay Davenport, John Perrotto, Will Carroll, Jay Jaffe, Steve Goldman, and more
Celebrity guests: O's President Andy MacPhail, Sirius/XM's Mike Ferrin
Tickets: $25, call Dan Stahl at 410-547-6239
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Tuesday, March 30, 2010

Lineup Analysis


Yesterday's Orioles lineup seems to be more or less what the club is planning to roll out for Opening Day. How did Dave Trembley do?

The lineup, with CHONE projections for OBP and SLG:

1) Roberts .358/.427
2) Jones .349/.497
3) Markakis .373/.484
4) Tejada .330/.435
5) Scott .337/.471
6) Wieters .355/.460
7) Atkins .327/.412
8) Pie .332/.435
9) Izturis .301/.334

According to the Baseball Musings Lineup Analysis tool, Trembley didn't do terribly, but there is room for improvement. This lineup projects for 5.133 runs per game, while the optimal lineup projects for 5.157, a difference of 3.888 runs over the course of a season: a bit less than half a win.

How can we reasonably improve the above lineup? Well, Roberts leading off and Cesar Izturis batting 9th are no brainers. Given what we saw for the importance of the number two slot in the lineup, we should also move Nick Markakis into the number two hole. The tool then likes some combination of Scott, Wieters and Jones in the numbers 3, 4 and 5 slots, with Tejada, Atkins and Pie rounding out the bottom half of the order. Since we want to break up lefties, let's put those six guys in this order: Wieters, Jones, Scott, Tejada, Atkins, Pie (feel free to swap Pie and Atkins if you would like). That lineup works out to 5.155 runs per game, tied for the fourth most optimal lineup. The moral of the story? Batting Tejada cleanup instead of further down in the order is likely to cost the Orioles somewhere between 3 and 5 runs this season. Keep that in mind when Jim Palmer extols the virtues of Tejada's proven run producing abilities right before another inning-ending double play.
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More on Tillman


This tweet arrived on my BlackBerry this morning, and it gives an indication as to why Chris Tillman is headed for Norfolk instead of Baltimore next week:
Tillman: "If I were 2 stick w/ my fastball, change, curve it woulda been a totally different outcome, results-wise." worked on cutter instead
Now, the immediate reaction might be to say "Well, that's dumb. If you want to make the team, you need to try and pitch your best." However, over the long run, Tillman is likely to be a better pitcher if he can master the cutter. Should a 22-year old prospect on a team staring up at what might well be the three best teams in baseball work on his cutter and risk starting the year in Norfolk, or should he try get outs any way possible? Yeah, I'm voting for the former. I hope the team has communicated to him, though, that his promotion depends not on "outcomes" but on his progression in mastering the cutter and the strike zone. We know that he can get AAA hitters out with his three traditional pitches, and if that's his focus in April, he'll likely do so again. Still, this is just another reason that we should all take spring training results and statistics with a giant mine of salt, and one more indication that his starting the year in Norfolk is far from the end of the world.
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Monday, March 29, 2010

Chris Tillman


There has been a bit of a kerfuffle over the past few days as news broke that David Hernandez may break camp as the Orioles 5th starter while Chris Tillman begins 2010 in Norfolk. I have no problem with this. Here are some reasons, but they all surround two facts: David Hernandez will pitch 2010 at age 25; Tillman at age 22.

1) Tillman threw 161.2 IP across AAA and MLB last season after throwing 135.2 in AA in 2009. That's an increase of nearly 20%, and a corresponding increase for 2010 would bring Tillman to 193 IP. I sincerely doubt the Orioles will allow him so many innings; much more likely his target is 175 to 180 IP. Managing his ability to reach that target is much easier if he spends a few weeks in the minor leagues, where pushing his start back a day or lifting him in the sixth inning is much more justifiable.
2) Hernandez, by virtue of being older, will likely have a less stringent innings constraint. By virtue of passing the "injury nexus," the Orioles can push him a bit harder.
3) Since Hernandez is older, he also is more likely to be close to a finished product. If he pitches poorly as a starter this season, the Orioles can move him to the bullpen without wondering what might have been.
4) If Hernandez succeeds as a starter, then the Orioles have a further flexibility with Tillman. He could replace an injured or ineffective pitcher (and someone will get injured), he could piggyback with Matusz if necessary to manage workloads, or he could be used out of the bullpen.
5) If Hernandez does not succeed, then the original plan (Tillman in the rotation, Hernandez in the bullpen) can still easily be implemented.

While I'm obviously disappointed that Tillman has not pitched well enough this spring to win the job outright, I am far from lamenting this development. We all know that young pitchers do not develop in a straight line. That the Orioles can suffer a set-back and still have five viable starters is a big change from years past. That this is the debate we're having less than two weeks until Opening Day is a good sign.
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Wednesday, March 3, 2010

Lineup


Spring Training games begin today! And that means we get our first Orioles lineup of the season. As just tweeted by MLB.com beat writer @Britt_Ghiroli, here's how the O's will look today (positions guesstimated for now):


CF Adam Jones
SS Cesar Izturis
RF Nick Markakis
3B Miguel Tejada
CA Matt Wieters
LF Luke Scott
1B Garrett Atkins
DH Josh Bell
2B Justin Turner


The Orioles are obviously without Brian Roberts and Nolan Reimold as those two ease into spring training while recovering from injuries, but once those guys are back, what will the lineup look like for Opening Day? Most importantly, what should the lineup look like for Opening Day?


Let's make a few assumptions:
1) Reimold will start in left field
2) Atkins will start at first base
3) Scott will DH
3) Everyone is healthy



I've been reading The Book: Playing the Percentages in Baseball by noted sabermetricians Tom Tango, Mitchel Lichtman, and Andrew Dolphin, and these guys have quite a bit to say about lineup optimization. Let's highlight their key point:
Your three best hitters should bat somewhere in the #1, #2, and #4 slots. Your fourth- and fifth-best hitters should occupy the #3 and #5 slots. From slot #6 through #9, put the players in descending order of quality.

They draw several other optimization conclusions regarding speed, baserunning, and strikeouts, but the above rule of thumb should be simple enough that everyone can understand it. So, who are the Orioles best hitters? The diagram above shows each starter's projected wOBA according to CHONE.


Nick Markakis is the Orioles best hitter. We'll stick him in the #2 slot to get him the most at-bats. Next up is Adam Jones, who derives more of his value from power than OBP; sounds like a clean-up hitter to me. Reimold, Wieters, Scott, and Roberts are up next. Where should each fit? Here are the OBP and SLG projections for each:


Reimold: .355/.477
Wieters: .355/.460
Scott: .337/.471
Roberts: .358/.427


Since Roberts derives more of his value from his on-base abilities, we'll put him lead-off (and, also, I don't think it would be possible to convince Dave Trembley that he should bat anywhere else). Reimold and Wieters project pretty evenly, so we'll put Matt Wieters in the #3 hole since that has traditionally been the place managers slot their best hitter. Reimold gets penciled in at #5. Rounding out the lineup we'll just go straight down the list: Scott, Tejada, Atkins and Izturis. Here's what we have:


2B Brian Roberts (S)
RF Nick Markakis (L)
CA Matt Wieters (S)
CF Adam Jones (R)
LF Nolan Reimold (R)
DH Luke Scott (L)
3B Miguel Tejada (R)
1B Garrett Atkins (R)
SS Cesar Izturis (S)


According to the awesome lineup analysis tool at Baseball Musings, this lineup would be good for 5.239 runs per game (849 runs for the season). This may seem high, but keep in mind that this lineup wouldn't play together every day, and the expected performance of replacements would be lower. How does this compare to the optimal lineup (according the tool)? The optimal lineup would score 5.249 runs per, or 16 runs more over the course of the season, a difference of a win and a half. What's that optimal lineup?


Roberts
Markakis
Wieters
Reimold
Jones
Tejada
Atkins
Scott
Izturis


That's pretty close to the lineup we constructed above, and I'm pretty surprised that swapping Reimold and Jones and moving Scott from 6th to 8th makes that big of a difference.

Looking at the optimized lineups, comparing them to Trembley's creation, and drawing a few (perhaps hasty) conclusions, what can we say? I think we can make two: First and foremost, Dave Trembley does not understand the importance of the #2 slot in the lineup. Cesar Izturis batted second 28 times in 2009. TWENTY-EIGHT TIMES. He posted a .294 on-base percentage. He. Should. Not. Bat. Second. Ever. Even when Trembley got the top of the lineup right last season, he got the reason wrong. He would move Markakis and Jones to the second slot in order to protect them in the lineup, often when they were perceived to be struggling in the middle. In fact, he should have been moving the hot hand to the second slot (we won't get into streaks right now). Secondly, I think Trembley is overrating the "veteran presence" and "run producer" reputation Tejada brings to the middle of the order. Tejada accumulated RBIs in the past because he was a good hitter; he was not a good hitter because he had some special RBI generating power. I think his days as a good hitter are pretty much over, so he should be hitting lower in the order, letting Reimold and Wieters clear the table set by Roberts and Markakis.

In 2010, I'm going to keep track of loony lineup construction, bad bullpenning and silly strategizing with the Twitter tag #Trembleyfail. Follow @theorioleway to keep track, and let me know when you see the same. Together, we can be the force that brings the Orioles an extra win just by not screwing up the lineup.
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Sunday, February 28, 2010

Felix Pie


Perhaps the only interesting story at this point in spring training is how Dave Trembley plans to find at-bats for all four of his talented outfielders. We know that Nick Markakis and Adam Jones will play everyday, while Nolan Reimold and Felix Pie will concoct some sort of time share in left field. While Reimold is limited to left field, Pie is capable of playing all three outfield positions. Assuming the club goes with Reimold as the starting left fielder on Opening Day, how can Pie get enough at-bats?

1) Pie can spell both Reimold and Jones, each of whom has battled injuries in the past and has yet to prove he can make it healthily through a full MLB season.
2) Reimold can play a bit of first base or designated hitter, making room for the superior defensive player (Pie) in the outfield on occasion.
3) Reimold bats righty, and Pie lefty. Some straight platooning is likely to be in order.
4) Pie could also DH, sending Luke Scott to the bench.

Basically, it is important to keep in mind that over the course of a 162-game season, it should not be difficult for three players to find at-bats at two positions (Pie, Reimold and Scott at LF and DH), especially when one of those players (Pie) can easily spell Jones from time to time. Injuries happen. Left-handed pitchers happen. Days off happen. The at-bats will be there.

We also need to remember that Luke Scott, who turns 32 in June, is not nearly as big a part of the Orioles future as Pie, who just turned 25. Scott is a good hitter: in three seasons of full-time play, he's posted a .257/.342/.486 line with 66 home runs, good enough for a 114 OPS+. Unfortunately, he's on the wrong side of the aging curve, and he is about to get very expensive. As a second-year arbitration eligible player this year, he agreed to a $4.05 million deal for 2010. During his three full seasons, Scott has been worth 2.3, 2.2, and 1.5 wins above replacement. With free agent wins going for about $3.5 million the open market this off-season, Scott is a good deal at $4 million. At $6 million, he's very close to being fairly paid, and at $7 or $8 million he's probably overpaid, especially at age 33 or 34. I can't see Scott sticking around Baltimore much past 2010 or 2011, and since the 2010 O's are still in building mode, Pie's development shouldn't be hindered in order to get Luke Scott a few more at-bats.

In conclusion, there are plenty of at-bats to go around. No sense worrying over how they'll be distributed today.
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