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2019 Week 11 Preview: Now or Never Land


In my previous post reviewing the results of last week, I used the analogy that MSU is currently on a plane circling the airport. The problem is that no one is sure where MSU is going to land. As I think about the week to come, I think I know where MSU is landing this week.  I call it:

“Now or Never” Land.

If MSU is going to salvage this season, it needs to start now, or it is never going to happen.  Lose this week, and it will be hard to consider the season any level of success.  Sure, beating Michigan and finishing 7-5 would feel better than losing and finishing (at best) 6-6, but the turn-around needs to start NOW.  Otherwise, we are in danger of this becoming one of those Forgotten Years.

MSU and Illinois are definitely teams that are moving in opposite directions.  MSU has taken three ugly and painful losses over 5 weeks and somehow found a way to lose both bye weeks as well.  The team is both physically and emotionally beaten down.  Do they still have the Power and Passion to continue? In contrast, Illinois is on a 3-game winning streak, including a win over a Wisconsin team than blanked MSU. They are 5-4 while MSU is 4-4.  Sure, two of those wins were against Purdue and Rutgers, but winning is winning and losing ugly is losing ugly. 

Also, if I just consider the performance of each team over their past 3-4 games, Illinois grades out in my power rankings to be roughly a Top 20 team, while MSU grades out more like a Top 60 team. If that doesn’t scare you a little, well, it probably should.  But, does just the performance over the past 4 games really define who a team is, or are we simply seeing a statistical fluctuation?  It is probably both, honestly.  The key question is which version of this analysis is closer to reality.

If I go through my standard analysis, which includes the full season of data, MSU projects to be 10 points better than Illinois in Spartan Stadium.  As such, I project a 31-21 win for the Spartans.  Wouldn’t that be nice?  The S&P+ projection is about the same.  The FPI actually likes MSU by 16.  Based on the opening spread of -11, MSU has a 78% chance to win.  Interestingly, the line has moved in MSU’s direction through the week, as the FPI perhaps suggests that it should.  As much as I like to dog the FPI, it does do a great job of projecting what the spread will be.

But, if I look at the intangibles, I am a bit nervous.  Illinois played several games without their starting QB, former Michigan Savior, Branden Peters.  It stands to reason that Illinois is a little better than their season averaged data would suggest.  As for MSU, they will be taking the field with their best LB and best WR.  That’s bad. It stands to reason that MSU is a little worse than the season average might suggest.  I do not expect MSU to cover the spread this week, for these reasons.

That said, since I am Dr. Optimism, and I have yet another analogy for you.  For the last 3 games, MSU has been trying to dead-light some pretty huge weights.  They started with the heaviest weight in the gym, and looked OK trying it for a while.  The next week, they tried a slightly lighter weight, but due to fatigue, they couldn’t move it at all.  They then had a rest day and tried a similar weight, but also failed miserably.  Now, after another rest day, MSU will try to lift a much lighter weight.  It is possible that by contrast, the new weight will seem so light by comparison to the past weeks that it will almost seem easy, even with some fatigue.  But, there is also the chance that MSU is still so fatigued that almost any weight is too much.  We won’t know until Saturday.

One thing is for sure, and that is the MSU coaches and players are burning the Midnight Oil trying to figure all of this out.  Sometimes you’re taken to the wall.  Sometimes you’re shaken to the core.  But, you don’t give in.  I still believe in this team.

National Overview

As is my tradition, here are my projected point differentials for the week compared to the opening Vegas line.  Following that is the same figure using the FPI.



Based on this data, I only have three recommend bets for the week, all from my algorithm.  That table is shown below.  The only one involving two Power Five teams is for Ohio State to cover the 42-point spread vs. Maryland (I have them winning by 60).  I would use that pick along with FAU to cover vs. FIU as the parlay of the week.


As for upset picks, I have five total, most of which again come from my algorithm.  The most notable picks are Tennessee to upset Kentucky and Arizona State to upset USC.  My boldest pick of the week was Kent State to upset Toledo, which didn’t happen (Toledo beat Kent 35-33 on Tuesday night).  But, Kent at least covered, so I have that going for me.  The full table is shown below.


Finally, my Monte Carlo simulation of the week’s action suggests that we will see 12.1 ± 2.8 upsets total, which is similar to last week and a pretty low number.

With that, let’s now take a quick flight around the country to see where the action is at

Big Ten

There are five total games on the Big Ten slate this week and all but one of them looks pretty interesting.  The non-interesting one is Maryland at Ohio State (-42), a game so bad that my algorithm is giving a strong signal that OSU will cover. The Purdue (-2) at Northwestern game has essentially no impact on anything (neither team is even likely to make a Bowl) but at least it is supposed to be close.  We have already discussed the impact of Illinois at MSU (-11) from the Spartans point-of-view, but it should also be mentioned that an Illini upset would qualify them for a Bowl.

The remaining two games will have a big impact on the race for the Big Ten West.  Minnesota currently holds a 2-game lead in the West and controls their own destiny.  I currently have the Gophers at 19 in my power rankings.  The problem is that they have three games left against teams ranked higher than that and I don’t have them favored in any of them.  The first and biggest test is this week as the Nittany Lions come to town as 6-point favorites.  A Minnesota loss does not actually hurt them that much, as they could still beat both Iowa and Wisconsin, but a win would legitimize Minnesota as a real player on the national stage, at least for now.  The Gopher Dreamworld would continue for at least another week. A Penn State loss would be bad for their Playoff hopes, but they have Ohio State left on the schedule and control their own destiny as well.  Huh, I basically talked myself into the idea that the PSU-Minnesota game is not an important as I thought.

That said, the remaining game: Iowa at Wisconsin (-9.5) is basically a Big Ten West elimination game.  The loser will have 3 conference losses and that will not get the job down.  The winner will move into a 2-team race with the Gophers down the home stretch for a ticket to Indy.

SEC

There are 7 total games on the SEC schedule this week, but let’s be honest: only one actually matters.  Based on the new Playoff Rankings issued this week #2 LSU faces #3 Alabama (-6) and the winner will be the King of Mountain in the SEC West.  Based on the math, Bama has a 66% chance to win.  My gut tells me, however, that LSU wins, which might just wind up being a watershed moment in SEC history.  The winner will almost certainly face Georgia in the SEC title game for a playoff spot.  The only question is if the loser of this game will also earn a playoff spot as well.  At this point, that seems likely, assuming they win out.

By comparison, the other 6 games are garbage, even if some of the lines are close. In three cases, a Group of Five team is involved, and there is actually a fair chance for an embarrassing loss.  Ole Miss (-28.5) should obviously handle New Mexico State, but I am not so sure about Arkansas (-2.5) hosting Western Kentucky or South Carolina (-4) hosting App State.

In conference play, Florida (-24) is likely to sink Vandy. and Tennessee at Kentucky (-2.5) looks to be close. The remaining game on paper looks pretty benign as Missouri (-16.5) is a big underdog at Georgia and has looked absolutely terrible on the road this year.  However, the Tigers are only a game back in the loss column actually still control their own destiny.  If they win out, they still win the East.  IF the Tigers pull a big upset, they then get to host Florida the following week.  Their remaining opponent are Tennessee and Arkansas.  Although this scenario is VERY unlikely, it is worth keeping an eye on this score.

Big 12

As I look at the Big 12 race, I have the feeling that there are more twists and turns to come in the next four weeks.  Right now, it looks like a 2-team race between Baylor and Oklahoma, but this week’s action could potentially shake things up.  For Oklahoma, they are hosting Iowa State (+13) and are a healthy favorite. But if the Sooners were to lose, they would suddenly be even in the loss column with two teams that beat them (ISU and KSU).  Oklahoma also still needs to play TCU, Baylor, and rival Oklahoma State on the road.  I suddenly doubt that they can run the table with that schedule.

As for Baylor, they are still undefeated, but their next three games are no picnic either.  This week they draw TCU on the road.  The game opened as a pick’em and it looks like the Bears are now a narrow favorite.  Oklahoma and Texas loom in the next two weeks.  Again, I doubt they win all three, but they do have a 1-game cushion. 

Texas and K-State both have two conference losses, but after this week, one team will have 3 and be out of the chase. The Longhorns opened as 5-point favorites at home.  The remaining game (Texas Tech at WVU) is an meaningless game that opened as a pick’em as well.

ACC

I am not sure why I am even still trying to treat the ACC with respect, but here goes.  Clemson (-30) is a huge favorite at NC State, but that game has no bearing on the Atlantic Division race.  Pretty much the only thing that could go wrong for Clemson is if Wake Forest were to win out (including a highly improbable win over Clemson in two weeks).  Wake (-2.5) travels to VA Tech this week and could just as easily take themselves out of contention. 

In the Coastal Division, the comedy of errors continues, but it is mercifully almost over.  Virginia looks like they will be deemed the least incompetent and they can strengthen this claim this week by beating Georgia Tech (+17).  Pitt is still technically in play, but they are on a bye. VA Tech, as mentioned above, really should beat Wake if they want to stay relevant.  The only other team of note is Miami, who still has a shot (based on my calculations).  The Canes (-5) host Louisville.

Pac-12

Last week’s action brought a lot of clarity to the Pac-12.  Based on my calculations, an Oregon-Utah match-up for the title is almost a lock.  But, my algorithm may have an inflated opinion of the Utes (currently #3! In my power rankings) so I don’t quite trust this 100%.  As it tuns out, both those teams are on a bye this week, which leaves the remaining games with an air of meaninglessness.

If USC wants to hold out hope to catch Utah, they are going to need to beat Arizona State (+1) in the desert this week. Other than that, teams are just vying for bowl position.  Cal is hosting Washington State (-7) and they are going to need to find 2 more wins to get to 6.  Oregon State hosts Washington (-9.5) and is in the same boat as Cal. Finally, Colorado will take a 7th loss and be home for the holidays if that can’t upset Stanford (-3.5) at home.

Group of Five

When the initial College Football Playoff rankings came out this week, six Group of Five teams appeared ranked 17 to 25.  All six of those teams are ones that I have been talking about for weeks, and all six are in either the AAC or Mountain West.  One key point is that in order to be eligible for the NY6, the team HAS to be the league champion.  So, by the final ballot, there really only will be two teams left with a shot, and right now the eventual AAC champ is in the pole position.

As for this week, don’t expect much change in the AAC race.  Navy and Memphis are on a bye, while both Cincinnati and SMU are huge favorites (-34.5 vs. UCONN and -23 vs. East Carolina, respectively). As for the Mountain West, Boise State hosts Wyoming (+11.5) which could be trouble, while San Diego State (-16.5) should be safe vs. Nevada.

Is there any other team that might be able to crash the party?  LA Tech still only has one loss, but I don’t see any path for them.  Appalachian State took a bad loss last week, but if they beat South Carolina (-4), maybe it could happen?

That is all for now, until next time, enjoy, and Go State, Beat the Illini!

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