Second-half Strategy
10/29/09
Aggressiveness is a characteristic that tends to reward fantasy
owners more times than not. In the NFL, an offensive line will sometimes
hold up long enough to give the quarterback enough time to beat
man coverage down the field and make the defense look foolish against
a fierce pass rush. More often than not, though, when a defense
brings the heat and forces the action, crisis management becomes
the name of the game for the opposing team.
In that same vein, I hope to apply that same kind of pressure
to the owners in all of my leagues by beating my opponents to
the punch in regards to personnel moves. Sometimes, reaching a
conclusion about a player too quickly is much like trying to blitz
Peyton Manning – dangerous and painful. However, coming
to a correct conclusion two weeks or two minutes quicker than
your opponents is considered foresight. Fantasy owners can be
a uneasy lot, knowing that one two-or-three-game losing streak
can wreak irreparable damage to his/her team’s chances to
make a visit to the fantasy postseason. But just as it is in the
NFL and in life, it’s hard to land the big prize by playing
scared. Thus, I will strive each week to help each of you become
a smart blitzer, so to speak.
Bye weeks are a necessary evil of fantasy football. If we, as fantasy
owners, have any hope of keeping our players healthy (and performing
at a high level) for an entire 16-game schedule in today's NFL,
we should be somewhat thankful bye weeks exist. On the other hand,
they can absolutely wreak havoc on our ability to set a decent lineup
each and every week. If your team is struggling to win games, it
seems as if at least one of your key players is either on a bye
or injured while your upcoming opponent has no such concerns that
week.
Just about every fantasy football league in existence is either
right at the midpoint of the fantasy regular season or just crossed
the midpoint with last weekend's games. In many fantasy leagues,
the trade deadline looms as well, so I can't think of a better
topic this week than to discuss “second-half strategy”.
Thankfully, there are a fortunate few owners out there - such
as myself - who are pretty much done with bye weeks...and it couldn't
come at a better time. One money league team in particular - the
one I mentioned in this space last week plus Brandon
Marshall (for now) – stands at 3-4 but is only two games out
of first and, barring further injury, will be at full strength
for the remainder of the season. I mention this team – Philip
Rivers, Maurice
Jones-Drew, Ronnie
Brown, Anquan
Boldin, Steve
Breaston, Marshall and a glut of TEs (Todd
Heap, Jermichael
Finley and Zach
Miller) are the key components – again this week because I
feel it best illustrates the points I will be emphasizing this
week.
I've long fashioned myself as an owner who is going to "win"
draft night or, at the very least, come away with a substantial
foundation from which I can build my new team. But I've also said
quite regularly that if I cannot trade during the course of a
season (be it inactive owners or owners who overvalue their players
to a very high degree), I stand very little chance of winning
any league. In my Quarterly
Stock Report a few weeks back, I stated how fantasy football
resembled the stock market in a number of ways. Let’s suppose
for a minute you went to the most knowledgeable stock market trader
you knew and told that person that he/she could have his/her pick
of the 15-20 stocks he/she felt were most likely to succeed that
year - but informed that person that he/she could not trade any
of those stocks at any time during the course of the year –
do you feel that person would be willing to take that challenge?
The point of this example is that to be an effective "portfolio
manager", an owner must have the flexibility to adjust to
current market trends – the same goes for owners in fantasy
football. But just like our portfolios, our fantasy teams are
rarely ever flawless. (And if by chance you may be thinking your
team is flawless now, wait a week or two.)
Another point I mentioned in the Quarterly Stock Report is how
some NFL coaches split their season into quarters, which is something
I also like to do in terms of building my team. However, when
it comes to winning leagues, I tend to view the season by “first
half” and “second half”. In the “first
half”, my main objective is to survive through my teams’
bye weeks. During that time, I'm pretty happy with a high-scoring
5-2 team or better. High-scoring 4-3 or 3-4 teams are also acceptable
so long as: 1) they have given me a reason to believe better days
are ahead or 2) have put several high-scoring performances together
but just have fallen victim to the schedule, which leads me to
another one of my fantasy axioms - it's all about who you play
against and when you play against them. I focus less on the record
at this point of the season and more on how many points my team
has scored, as well as my team’s place in its division.
The second half of the fantasy regular season is like Saturday
at a PGA Golf event. The “second half” is when the
good teams (and owners) separate their teams from the pack. For
me, this usually involves taking a modified "all-or-nothing"
approach in which I attempt to clear out my bench via trade. In
short, I want as many "no-brainer" starting options
as possible and will go to great lengths to do it. Ideally, after
purging my bench by packaging as many “average” players
as I can for positional upgrades, I leave myself with at least
one worthy option at each position. But if the right situation
presents itself, I may leave my team with no proven alternative
on the bench at a position or two if it makes my lineup decisions
easier and, more importantly, makes my team better. In other words,
I will definitely sacrifice depth for quality in the second half.
Take the team I just referenced above – two weeks ago,
I was stuck with Boldin, Bernard Berrian and Tim Hightower as
my two WRs and flex player, respectively. While that combo isn’t
too bad in a high-dollar PPR league, I wasn’t getting the
“championship vibe” from that roster. Through some
luck and creativity, I managed to add Breaston, Marshall and Todd
Heap (reacting to Finley’s knee sprain) in the meantime
without dealing a single “cornerstone” player. It
is my hope that I can package Marshall along with another bit
player for someone like Roddy White – a WR I trust much
more than Marshall, who has a difficult schedule ahead –
or Marques Colston, who I think will explode in the second half
as the Saints face a number of poor teams.
Another example, another money league - as luck would have it,
it just so happens that I am pursuing White in this league as
well. (Trust me when I tell it is pure coincidence that I started
this week not owning White in a single league and, before this
week is over, I may own him in three leagues.) In this league,
I failed in my attempt to break up my Carson
Palmer/Brett
Favre conundrum at QB but I may be addressing my WR1 issues.
The White owner in this league has no quality WRs behind White,
so I found myself in the interesting position of dealing from
my team’s biggest question mark – receiver – to address his biggest
weakness - WR. How does that work, you ask? My team in this league
is loaded with WR2 and WR3 candidates – DeSean
Jackson, T.J.
Houshmandzadeh, Torry
Holt and Bernard
Berrian – but lacks that one player that puts every other
WR in their rightful place (Jackson as a WR2; Holt as a WR3, for
example). As I write and edit this piece early Thursday morning,
I am nearing completion on a deal that will allow me to acquire
Devin Hester.
This, in turn, should allow me to send Houshmandzadeh and Holt
to the White owner to address his WR depth concerns and allow
me to secure the stud WR I desire. If I haven’t lost you yet,
I hope to turn White around to re-acquire Colston, who I dealt
earlier in the year to secure Jones-Drew.
My WRs at the beginning of this week:
Jackson, Houshmandzadeh, Holt and Berrian
My WRs at the end of this week:
Colston/White, Jackson, Hester
The downside to trading away depth is obvious: What happens when
front-liners like MJD or Brown get hurt in the second half? In
the cases in which I can acquire the potential handcuff, I do
with the extra roster spaces I pick up trading quantity for quality.
For MJD, I would make sure to clear space for Rashad
Jennings and possibly Greg
Jones. For Brown, I will attempt to trade Bradshaw to the
Brandon
Jacobs owner - who conveniently owns Ricky
Williams - and go from there. If I come up short on Williams,
I will make sure I secure Lex
Hilliard. Who? Hilliard is a 2008 sixth-round draft pick who
excelled during the 2009 preseason and would step into a significant
role should something happen to Brown or Williams. And if all
else fails, I can always roll the dice on the prospective second-half
waiver wire gem that seems to emerge every year right around this
time. This week, the Jets' Shonn
Greene is looking like a pretty good candidate for that title,
but he is taken in every meaningful league I'm in. Thus, I'll
set my sights on someone like Jason
Snelling or Justin
Forsett, two backs who are positioning themselves for more
work with Atlanta and Seattle, respectively.
My theory to fantasy team-building is this: I want a team that
I can confidently set the lineup for each week. Just like any
other owner, I don’t like having to choose between 2-3 marginal
options when I could have done something earlier in the season
to make that a non-issue. I’d just as soon say that I went
all in on a team I believed in than to say I didn’t make
the playoffs because I wasn’t aggressive enough. At the
end of the day, I love the feeling of sitting back and looking
at the team I’ve built, knowing I have a combination of
players that my fellow leaguemates despise playing that week.
It’s about time to take a look at the updated workload/target
numbers. By now, you know the rules, but here they are again.
For RBs, I’ve drew the line at seven touches/game and for
WRs/TEs, I stopped at five targets/game, rounding up if I need
to.
Each position will be sorted by touches or targets/game
Cedric Benson is barreling toward a 400-touch
season.
At 23.4 carries/game, Cedric
Benson is just four carries off the pace Michael Turner set
last season when he logged 376 carries. Additionally, if Benson
continues at his 24.9 touches/game pace through 16 games, Benson
could become just the 41st player in NFL history to record 400 touches
in a season. As much as I like my RBs to be "the man" for their
team in the running game, I get a bit more worried each week that
Benson will wilt with his current workload. It's not the 25 touches/game
that scares me, it is the 23-24 carries. I didn't mind Turner getting
his workload last season because at 5-11 and 245 pounds, he is built
to punish tacklers. While Benson is not exactly a lightweight at
225, he isn't exactly a human bulldozer. While his 37 carries in
Week 7 were nice for his owners and allowed him to pay back his
former employer, Cincinnati would do well to make sure Brian
Leonard and rookie Bernard
Scott get those late carries after the team is up big in the
fourth quarter. I hope I'm wrong, but I don't see Benson lasting
the season if he maintains his current workload.
Allow me to clarify, Jones-Drew is on pace for 357 touches, but
I am far less concerned with his ability to maintain his current
workload because 50-60 of those touches will come from the passing
game, which quite often allow the RB to deliver a blow to a defensive
back or run out of bounds. In today's NFL, I want my backs to
get 25 touches, not 25 carries. Not only does this serve to benefit
us as PPR league owners and the rusher’s long-term health,
it also allows our RBs to operate in space, where they often do
the most damage.
Quite often in fantasy football, fantasy writers like to indulge
themselves in the "opportunity equals production" discussion.
While that is usually a great rule to live by, other factors sometimes
get in the way, such as talent, supporting cast and schedule (DeAngelo
Williams is a great example). This year's RB leaderboard in PPR
leagues - so far - is just the most recent example this fantasy
cliché does not always hold true. Of the top 12 RBs that are averaging
at least 19 touches/game, only six find themselves in the top
12 at their position in terms of fantasy points/game. Several
of the backs missing from the top 12 of points/game just missed
the cut, but Michael
Turner or Ryan
Grant owners didn't draft their RB in the first three rounds
with the idea he would be battling Darren
Sproles for fantasy relevancy or that either player would
be greatly outperformed at the midpoint of the season by Ricky
Williams.
Speaking of Williams and Miami, I want to give the Dolphins'
staff all the credit I can for their offensive gameplan each week.
Someday, in the near future, Chad Henne will have a real WR1,
which will make this offense even more dynamic than it already
is. In the meantime, Miami's offensive coaching staff does what
good coaches should do - play to their team’s strengths
and stick to it religiously. Since the Week 1 debacle vs. Atlanta,
the Dolphins have asked Ronnie Brown and Ricky Williams to handle
the ball 40 times a game on average! The duo has returned the
team’s faith in them by combining for 1,083 total yards
and 12 TDs in five games.
Furthermore, the Dolphins have catered to each back's strengths.
Ricky Williams is no longer a battering ram that a coach wants
to religiously pound up the middle, but he has become a fine runner
on the perimeter and may be faster now than he was in his late
20s. Brown is the better inside runner of the two and can get
out on the edge as well, but the Wildcat is so effective at this
point because defenses must pick their poison of either getting
gashed by Williams on outside runs or Brown steamrolling linebackers
and safeties up the middle. If/when Miami finally decides to allow
Brown to hit a WR on a quick slant (that is, if more teams send
the corner blitz like New Orleans did in Week 7), the Wildcat
will have evolved yet again and give Brown's owners even more
reason to rejoice. If I were to find one fault with Miami’s
gameplan, I would suggest the team do a better job at getting
both backs more involved in the passing game. Williams has 13
catches so far while Brown has nine, low numbers considering Miami's
receivers strike little fear into defenses.
Moving right along, I wasn't all that surprised to see Mike
Bell take a sizeable chunk of Pierre
Thomas' touches away from him upon his return from injury.
However, seeing Bell with more touches in the two weeks since
his return (27 to 24) does come as a shock, even more so when
one considers that all 12 of Bell's touches last week came in
the second half. I can tell you that if I had both players and
played in a flex league, I would strongly consider playing them
both and just eliminate all doubt about which one to play. The
Saints' RBs find themselves behind only Baltimore and Miami as
far as the most productive backs in fantasy. Certainly, Reggie
Bush does help contribute to that and does still get a touch
here or there, but a quick look at the remaining schedule reveals
New Orleans does not play against a defense currently ranked in
the top 15 in run defense the rest of the way. That fact alone,
plus the Saints' newfound commitment to running the ball, is worth
pinning your fantasy title hopes on this season.
While owners of Saints' RB savor the upcoming schedule, the owners
of DeAngelo Williams don't figure to do much celebrating over
the next month. All the potential problems that were discussed
in the PSAs regarding Williams this summer have come to fruition
(and then some, including Jake Delhomme's complete ineptitude).
Williams is so talented that he will produce some numbers in the
most difficult matchup, but I'd be shocked if top-10 run defenses
like Arizona or New Orleans allow him to do anything significant
over the next two weeks. (Keep in mind his last two games came
against the 31st and 32nd ranked run defenses.) Williams could
hit big in Week 10 (vs. Atlanta) and again in Week 13 (vs. Tampa
Bay), but it's time to put him on the market in all non-keeper
leagues. Although his fantasy playoff schedule doesn't look as
menacing as it did in August, all three teams (the Pats, Vikings
and Giants) have good enough offenses that Carolina may be forced
to abandon the run quickly.
What Leon Washington's owners lost over the weekend, Thomas Jones'
owners gained. And based off his utter domination of two overmatched
run defenses over the last two weeks, he didn't really need the
help. While Jones may not automatically come in when the Jets
near the goal line anymore - like he did for Washington - Jones
won't likely get pulled from goal line responsibilities when it
is “his” drive either. In other words, I predict he'll
maintain most of the value he had prior to Washington's injury
and add a bit more value by taking on Washington's passing-down
duties. To recap, I believe Jones' new role will be Washington's
old role plus goal line work on "his" drives. On the
other hand, I think Shonn Greene takes most of Washington's carries,
but receives very few opportunities to catch the ball. Despite
turning 31 earlier this year, Jones doesn't appear to be slowing
down and he can be safely viewed as a RB1 against what should
be a very favorable schedule, especially after the Jets' Week
9 bye.
It's rather amazing that Wes
Welker has missed two games already and is still challenging
the WR elite for the PPR points title. Based on a per-game average
in the PPR scoring systems I am familiar with, Welker is the most
productive non-QB in fantasy football at 23.8 fantasy points/game.
When QBs are included, he is ninth! While receivers like Welker
expose one of the flaws of a PPR scoring system, his production
cannot be denied in that format. He is the only WR in fantasy
to receive at least 10 targets in every game. Since he catches
74% of the ball thrown in his direction and averages just under
10 yards/reception, Welker is almost guaranteed 15 points each
week he takes the field (20+ if he scores a TD). As any veteran
fantasy owner will tell you, that is elite RB1-like consistency,
much less WR1-like consistency.
Feel free to tell me if I am missing something, but it would
seem to me by now that Arizona should be getting easier to defend
instead of harder. Kurt
Warner in currently in a four-way tie for 17th place (along
the likes of Delhomme, Kevin
Kolb and Donovan
McNabb) with seven "big" pass plays, defined by STATS, Inc
as plays over 25 yards. Considering the quality of WRs he has,
this stat suggests Warner won't go downfield...or can't. Even
though Fitzgerald has become a more complete WR, he is still at
his best (and so is the Cardinals' offense) when he is using his
incredible ball skills and beating the double team on a jump ball
down the field. Right now, it seems pretty clear that a team would
religiously bracket Fitzgerald and try to let a hobbled Anquan
Boldin and/or less-than-100% Steve
Breaston beat them as the TEs are afterthoughts in the Cards'
offense. As a defensive coordinator, I would gladly let Arizona
try to beat me with its league-worst three yards/carry running
game. Maybe I'm being a bit too simplistic, but I have to believe
if teams absolutely made it a priority to "rough up" Fitzgerald
at the line of scrimmage, he would not be averaging 10.5 targets
per game (with 13 or more in three of his last four games).
I don't own Carolina's Steve
Smith this year, but I do own the Giants' version in one league.
Both have to be driving their owners crazy and I'm not sure either
WR is to blame. For the Panthers' WR, let's just say that I believe
Delhomme's problems are in his head at this point. While he was
never the most accurate QB to begin with, Delhomme could always
be counted on to throw the ball in the general vicinity of his
best playmaker. So whether he is pain and just refuses to admit
it or just never got over the playoff debacle vs. Arizona, it
is well past the time to plug in A.J. Feeley or Matt
Moore. I am not generally the person who points to the QB
when things go south for a team, but Delhomme's 15 turnovers this
season through six games are a league high and match his total
from the entire 2008 regular season. The Panthers' problems are
more than just poor QB play, but when a QB can't produce despite
the backing of a solid ground game and presence of an elite WR,
then it is time to make a change.
As for the Giants' Smith, it is beyond comprehension how a player
could enter Week 7 as the league's leading WR (in catches) and
be targeted only twice in the first half, especially when one
considers how Mario Manningham may be losing playing time due
to drops and rookie Hakeem Nicks is still in a rotation of sorts
with him. Certainly, Nicks is emerging as a big-play threat and
Manningham has already proven his abilities in that regard, but
there is no way Smith should be getting his first catch in the
third quarter against any opponent, not with his sure hands and
the way he runs routes. I know I warned owners of the likelihood
that Smith would come back down to earth quickly, but I saw his
decline coming as a result of a more difficult schedule, fewer
TDs and Eli Manning's foot injury more than anything else. While
he did finish with 10 targets vs. Arizona, many of those - in
my opinion - were "empty" targets. This must change
if the Giants want to be an elite team in 2009.
Three receivers I really like as WR2s going forward: Derrick
Mason, Dwayne
Bowe and Devin
Hester. Bowe doesn't warrant much explanation, but I can't
wait to see what he can do in HC Todd Haley's offense when the
Chiefs finally get some substantial offensive talent around him.
The mere fact he is averaging 13 points/game in PPR leagues and
has had four games of five targets or less is amazing. Bobby Wade
has done a nice job since joining the team, but Bowe should be
seeing the same number of targets as Wes Welker. As for Mason
and Hester, throw out one game a piece for each player (for Mason,
Week 5 vs. Cincinnati; for Hester, Week 4 vs. Detroit) and you
have a pair of WRs who should be starting in all leagues. Since
Week 3, Mason is cruising along at a 22.4 points/game clip while
Hester is averaging 18.7 points/game (if you exclude the poor
games). Generally speaking, fantasy owners would pretty happy
with that kind of production from their WR1, much less WR2 or
WR3. If you any of these players, they need to be in your lineup
every week. And if you don't, go out and get at least one.
For all those poor Kevin Walter owners out there who had their
hopes built up by his Week 3 performance, you can put pretty much
all the blame on the emergence of Owen Daniels, who has essentially
doing his best Dallas Clark impression in reality and in fantasy.
Long knocked for his inability to score in the red zone in fantasy
circles prior to this season, QB Matt Schaub hasn't hesitated
looking his way inside the 20 this season as four of his career-high-tying
five scores have been 12 yards or less. Only Clark is doing better
in PPR leagues than Daniels at the halfway point on a per-game
basis at the TE position and only Antonio Gates and Vernon Davis
are being targeted more often. As hard as it is to believe, teammate
and PPR dynamo Andre Johnson is only outscoring Daniels by a single
point per game, so after you consider that RB Steve Slaton has
essentially become the Texans' third receiver, there just isn't
enough left for Walter or any of his other talented teammates,
even in Houston's pass-heavy offense.
Because I know I will get asked the question, the Redskins’
Fred Davis should have significant value for the rest of the season.
Contrary to current speculation, I don't see any way Chris Cooley
returns in four weeks. As
Bob Thompson points out, Cooley might be ready to return around
Week 12-13. At that point, the Redskins will have to ask themselves
if it is really worth it. I can’t believe they will take
that chance.
In the meantime, Washington's continued devastation across the
offensive line should actually benefit Davis. Because his blocking
is poor, to say the least, Davis’ only use to Washington
is as a receiver. I predict the Redskins' line will continue to
allow rushers to get to Jason Campbell on a regular basis, so
since he already is a check-down QB anyway, I can see Davis emerging
as a poor man's Heath Miller (the 2009 version).
e-mail me with any questions/comments.
|