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Friday, November 17, 2023

Newsletter Excerpt, November 17, 2023 -- "Cody Bellinger"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

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"The swing player in determining whether this is a good market or not may be Cody Bellinger. Bellinger is a 28-year-old former MVP who hits the market after a four-win season in which he set a career high in batting average and a career low in walk rate. Unusually, Bellinger is a plus defender at first base and in center field. Out of team necessity, Bellinger played more first in 2023 than he had since 2018. He’s still a good outfielder, and as a free agent he can be considered a center fielder for the next few seasons.

"Cody Bellinger is also someone who was non-tendered one year ago, and who a year before that was the least valuable player in the National League. In three seasons after his MVP award, Bellinger hit .203/.272/.376, was worth a single WAR, and at times looked more lost than 'Billions' in season six."

Wednesday, November 15, 2023

Joe Sheehan Newsletter, November 15, 2023 -- "The Choice Is Yours"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

--
 

The Joe Sheehan Newsletter: The Choice Is Yours
Vol. 15, No. 137
November 15, 2023

Peter Seidler, the owner of the San Diego Padres, died on Tuesday. Seidler was part of a group that bought the Padres in 2012. He moved into the chairman role in 2020 and over the last three years became the face of the team’s efforts to bring a championship to San Diego.

Under Seidler’s leadership, the Padres’ payroll jumped from $143 million in 2019 to $216 million in 2021 and $296 million, third in MLB, in 2023. Responding to peer criticism earlier this year, Seidler said, “I don't spend too much time, if any, thinking about what other people are thinking. Truly, I care about what we're thinking in this room in San Diego. To me, it just feels great.”

“We believe we have a great chance to go after that trophy and to deliver San Diego its first parade.’’ 

Seidler did not get that parade through the streets of San Diego, but his approach did create a different sort of parade: through the turnstiles. The 2022 team sold just shy of three million tickets, the team’s most since 2004. The 2023 set the franchise record with 3.27 million tickets sold, second only to the Dodgers in that category. The Padres have never been more popular in San Diego, and it’s mostly because of Seidler’s willingness to spend money to generate excitement about the team, to put a winner on the field.

Seidler set himself apart by caring about the next win more than he did the next dollar. A grandson of Walter O’Malley, nephew of Peter O’Malley, and wealthy enough through his private equity firm to buy into a baseball team, Seidler didn’t need to sweat whether the Padres made or lost money in a given quarter, a given season. This doesn’t separate him from 29 other owners, all of whom, whether individual or corporate, are wealthy enough that the short-term financial fortunes of their baseball team make little difference to their lives, to their bottom lines. 

The reaction to Seidler’s passing reflected the impact he’d had. Yu Darvish, traded to San Diego in 2021, showed up at Petco Park to pay his respects. Darvish posted to Twitter/X that “Peter was a truly wonderful human being, and being in his presence was always a blessing.” Long-time San Diego scribe Dennis Lin wrote, “He will be remembered as an owner who indeed treated the Padres as a social institution, who lifted the franchise to unprecedented prominence, and who set himself apart until the end.” Padres CEO Erik Greupner, in a statement, said, “His impact on the city of San Diego and the baseball world will be felt for generations. His generous spirit is now firmly embedded in the fabric of the Padres. Although he was our Chairman and owner, Peter was at his core a Padres fan. He will be dearly missed."

Wonderful. Blessing. Social Institution. Impact. Generous. Missed. 

I doubt we’ll read those words in the hours after John Fisher passes.

See, Fisher was also in the news yesterday. Down in Arlington, Texas, for the owners’ meetings, at which his peers are expected to rubber-stamp his plan to move the A’s to the smallest market in baseball, Fisher had a conversation with a group of A’s fans who had come to the meeting in a last-ditch effort to prevent the move. Bob Nightengale reported that Fisher told those fans, “It’s been a lot worse for me than for you.”

It’s been a lot worse for me than for you.

The biggest accomplishment of John Fisher’s life was the moment of his birth, to the co-founders of The Gap. He went to Phillips Exeter and Princeton and Stanford, and then became president of a family investment company. He bought a piece of the Giants with family money, and he later bought the A’s alongside Lew Wolff. The next dime he earns that isn’t in some way related to his surname will be his first. Gaining sole ownership of the A’s in 2016, Fisher proceeded to run the team down in an effort to extort a publicly-funded mallpark and real-estate boondoggle from Oakland. Having only gotten commitments for $425 million in funding and $500 million in reimbursements to that end, Fisher worked out a deal for less than half of that in Nevada. Thank goodness for rich parents.

It’s been a lot worse for me than for you.

The thing about great wealth is that it allows you to define your own life. The destitute, the poor, the great mass in the middle, even people of moderate or considerable success are all, to one degree or another, dependent upon others. I’ve made a nice little career, and the list of people to whom I’m indebted runs deep into three figures. I’ve been knocked around by industry trends and bad luck and outright malice. I have not had complete control, and I doubt very many of you reading this have, either.

The wealthy, though, the .01%, they can chart their path as they wish, their deep reserves serving as both a battering ram to success and a cushion against failure. With the sort of wealth people like Seidler and Fisher are born into, you can do anything you want with your life, and in doing so, you can determine how people regard you. The people who own baseball teams are all in this group, and for any one of them to say to a fan “It’s been a lot worse for me than for you” isn’t just insulting, it’s barely human.

Peter Seidler and John Fisher were both born on third base. One decided to steal home, and the other decided to just steal.


Monday, November 13, 2023

Newsletter Excerpt, November 13, 2023 -- "The Market"

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

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"What I think about in a recap like this is the arc of a player’s career. Take Judge, for instance. The Yankees desperately needed Judge’s bat in their lineup for 2023, and the price for having that was a nine-year, $360-million contract. The Yankees knew they bought a declining player, and they hoped that the decline would be slow and they can leverage the early years by winning with Judge. If it’s a nine-year contract on the page, you’re hoping for five good seasons before time comes for Judge. If it’s an 11-year contract for Turner or Bogaerts, you’re betting the player will hold form and that you can win in those early years. You can’t get superstars on three- and four-year deals, so you sign them for two and three times that long and hope. The value of the contract to the player may be linear, but the value of the contract to the team is front-loaded. "

 

Friday, November 10, 2023

Newsletter Excerpt, November 10, 2023 -- "Managers"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

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"It’s not that teams are coming up with different answers. It’s that they don’t seem to be asking the same questions. The Angels wanted something different than what the Giants wanted than what the Mets wanted. There is no other place in baseball where you would hire, promote, sign two people with the disparate track records of Ron Washington and Carlos Mendoza to do the same job."
 

2023 Awards

My picks for the six major BBWAA awards:


AL MVP: Shohei Ohtani, Angels

AL Cy Young: Gerrit Cole, Yankees

AL Rookie of the Year: Gunnar Henderson, Orioles

NL MVP: Ronald Acuña, Jr., Braves

NL Cy Young: Blake Snell. Padres

NL Rookie of the Year: Corbin Carroll, Diamondbacks

Friday, November 3, 2023

Joe Sheehan Newsletter, November 3, 2023 -- "Coda"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

--
 

The Joe Sheehan Newsletter: Coda
Vol. 15, No. 133
November 3, 2023

It’s not unfair to consider the 2023 playoffs a dud. The modern postseason can stretch anywhere from 32 to 53 games; this year, we had 39, on the lower end of that range. Nine of the 11 series were played in the minimum or one over. There were just two winner-take-all games, and neither of them was a classic. Most of those 39 games fit a formula, the winning team scoring early and never being caught. 

The lack of drama, as well as all the days without games, left a lot of time for the meta conversations that consume our baseball Octobers now. The Braves, Dodgers, and Orioles upsets, all 100-win teams losing, caused fans to focus on a playoff format that sits four top seeds down for five days before putting them up against teams that continued to play. For the second straight year, the #1 and #2 seeds in the NL were eliminated by wild-card teams. There’s a desire to explain these defeats beyond “it’s baseball.” Searching for a reason, people cite the high seeds’ time off between the end of the season and their first playoff series. As I’ve written, as Ben Clemens wrote, there’s not much evidence that excessive rest is a problem.

No, we’re reacting to what I call the second-chance issue. 

For the first 100-odd years of baseball history, second place was first loser. Originally, you won your league and were the champion. When the World Series took hold, you won your league and got to play for the overall championship. Starting in 1969, you won your division and qualified for a four-team playoff that fed into a championship.

In 1995 -- the rules were changed for 1994, but no postseason was played -- that changed.  On October 3, 1995, two second-place teams played in a playoff game for the first time in baseball history. Under the rules then, priority for home-field advantage was pre-set as opposed to being determined by record. In addition, MLB acknowledged the second-chance issue, decreeing that a wild-card team could not play a team in its own division in the first round. This would first be a factor in 1997. That year, the Marlins won the wild card behind the 101-61 Braves, but Miami played the 90-72 Giants in the first round rather than the top-seed Braves. MLB recognized, early on, that having a second-place team play the first-place team in its own division was a problem to be avoided.

As it turns out, that problem would materialize just weeks later, when those same Marlins, nine games worse than the Braves over six months, won four out of six over those same Braves to win the NL pennant. That was the first time the second-chance issue showed up. 

MLB changed the postseason format in 1998 to eliminate the pre-set home-field rotation, but even then, it kept the rule about first-round matchups. The Red Sox won the AL wild card after finishing eleventeen billion games behind the 114-win Yankees. They didn’t play those one-seed Yankees, but rather the -dians, the AL #2 seed. In 1999, both wild cards were shifted away from divisional foes in the first round, and they were in 2003 as well. This principle, that teams from the same division couldn’t meet in the Division Series, held through the entire eight-team playoff format.

Once MLB added the wild-card play-in game, though, they could no longer keep the principle intact. They wouldn’t know who the #4 seed would be until that game was played, and they could not hold up the entire scheduling process waiting to find out. In 2012, the Orioles beat the Rangers in the wild-card game and advanced to play the Yankees in the Division Series. From 2012 through 2019, there were six intradivisional Division Series matchups, with the division champion winning five of them. The one exception, the 2015 Cubs, had won 97 games.

I provide this history lesson to make a few points. One, that MLB recognized the second-chance issue from the jump and put in rules to avoid it. Two, that 25 years after letting second-place teams into the playoffs, MLB hadn’t really been bitten by it yet. Three, that the reaction to the 2022 and 2023 playoff outcomes is so strong in no small part because it is so new to us.

In 2022, the Atlanta Braves finished 14 games ahead of the Philadelphia Phillies over six months. Over five days, they lost three of four games to those same Phillies and were eliminated. Across the country, the Los Angeles Dodgers had finished 22 games ahead of the San Diego Padres. Over five days, they lost three of four games to those same Padres and were eliminated. 

In 2023, the Braves finished 14 games ahead of the Phillies. Over six days, they lost three of four games to the Phillies and were eliminated. Across the country, the Dodgers finished 16 games ahead of the Arizona Diamondbacks. Over five days, they lost three straight games to those same Diamondbacks and were eliminated.

The focus, after these series, has been on scheduling, on the idea that a team that sat out a week is at a disadvantage to the team that kept playing. That’s not the issue, though. The issue is taking a team that was 14, 16, 22 games better than another over six months and throwing them into a best-of-five against the weaker opponent. There is no scheduling change that can make up for that.

What we’re reacting to, even recoiling from, is how easily the clear results of a six-month season can be voided. In the NBA, the better team wins a best-of so often that you can make the #1 and #8 seed play and it won’t matter. The NBA’s regular season is an extended seeding exercise in which even the teams don’t fully invest. The NFL plays just 17 games and, frankly, the NFL could feed orphans to lions at the 50-yard line before every game and the only thing anyone would ask is whether they could bet on it. The NHL has had a 16-team playoff since it had 21 teams in the league, the playoffs are their season.

In baseball, though, we invest in the regular season. We care about it. We ride the ups and downs. The regular season -- even defined as “The Championship Season” by the league -- has an importance that stretches back to the 19th century. There’s no such thing, never been any such thing, as a “pennant race” in other U.S. sports. Just baseball. 

So when a six-month romp is reversed in less than a week, it creates a credibility issue. When it happens in consecutive years in the same league, it cries out for an explanation. There is no satisfactory one, of course. The truth is “because when two good teams play a best-of-five, no result is a surprise,” and let me tell you that no one wants to hear that. 

Now, there’s no point to having playoffs if they always just advance the best teams. There’s also no point to a 162-game regular season if the results of it are so easily tossed aside. MLB recognized that in the initial playoff expansion, and MLB caught lucky by not having this bite them after its second expansion. Now, though, MLB is giving 80-odd win teams that finished two or three weeks behind a chance to throw a sucker punch, and in the last two years, four of those punches have landed. 

This is where I’m supposed to propose a solution. There is none. MLB hasn’t expanded the playoff field for any reason other than guaranteed television money. They literally sold the rights to the expanded wild-card round before that round ever existed. If the league had had their druthers, 14 teams would make the playoffs; that will happen as soon as 2027, and I expect a 16-team playoff field in the 2030s. These expansions will also be implemented solely for the purpose of adding guaranteed television revenue that gets split 30 ways, irrespective of team performance.

Of all the things I’ve hated about MLB’s choices over the last three decades, it’s this, the intentional degradation of the Championship Season, that stings the most. I enjoy the playoffs and World Series, but I love the regular season. With each decision, from playoff expansion to carnival extra-innings rules to tiebreakers, MLB has chipped away at what made the baseball season unique in American sports. They’re not going to stop, not when there is more TV money to be grabbed.

The second-chance issue is now a permanent fixture of the baseball landscape. It will become worse, actually, with future expansions that further lower the bar to entry. At 14 teams, it becomes likely an occasional sub-.500 team will get in, and at 16, it will be a regular occurrence. Those teams will sometimes find themselves matched up, as the Phillies and Padres and Diamondbacks were, with teams that lapped them for six months, and those teams will sometimes do, over three or five games, what they couldn’t do over 162. 

One of the talking points in the wake of this year’s Division Series was why these results are a problem. People love upsets in the NCAA tournament, so why not in MLB’s tournament? It’s a terrible comp. For one, the Philadelphia Phillies aren’t UMBC. For two, few people care about the college basketball regular season. For three, there’s a lot of evidence that people love upsets in the NCAA tournament in its first days, but they want the big brands to win on the second and third weekends. The NCAA tournament is large enough to provide both. MLB’s tournament isn’t.

I’ve made my peace with all of this. The regular season is a great ride that determines the best teams. The postseason is a great ride that determines the champion. I know I can’t get MLB off the teat of TV money, so I no longer advocate for smaller playoff fields. This is what baseball is now. Frankly, you have to be at least 45 to remember when it was anything better. 

What we need to do, though, is not get distracted by ephemera. These results aren’t because teams have too much rest or the series are best-of-three and best-of-five instead of best-of-seven. The only way to modify the MLB playoffs to truly give the better teams an advantage is to go to the KBO model where the higher seed starts up 1-0, and that’s too radical to sell.

No, it’s not about format. It’s about giving teams who were far behind the division leaders over six months a second chance over six days. The second-chance issue is the inevitable product of playoff expansion, and we have to just get used to it. The 2022 Phillies and 2023 Diamondbacks aren’t flukes. They’re the future.

 

Thursday, November 2, 2023

Newsletter Excerpt, November 2, 2023 -- "Game Five"

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

--
 
"The Rangers hit -- 30 home runs and nearly six runs a game -- and they played defense, and they pitched just well enough. Their overall pitching stats don’t look great, a 3.83 ERA, but that was inflated by the terrible performance of the back of their staff, often after games were decided. Bruce Bochy had six pitchers carry 72% of the workload, and those pitchers put up a 3.00 ERA. At the start of the month, I’d have bet that their bullpen would cough up their postseason hopes. Bochy got 33 2/3 innings of 2.14 ERA ball from Josh Sborz, Aroldis Chapman, and Jose Leclerc during this run, and that group took just the one loss. Last night, Sborz threw the longest outing of his MLB career, 2 1/3 innings, to end the World Series."
 
 

 

Newsletter Excerpt, November 2, 2023 -- "Champions"

 

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

--
 
"That past is prologue. A fly ball over an outfielder’s head means something different for Ranger fans this morning. There’s the ninth-inning blast Corey Seager hit to tie Game One. There’s the one Adolis Garcia hit to win that same game a half-hour later. Seager’s gamebreaking dingers in Games Three and Four, they’ll be remembered fondly.

"The one that turned this senior citizen of a baseball franchise into a champion, though, the one that let a million Ranger fans exhale, the one that set off a celebration that will last all winter, came last night. It came off the bat of an unheralded superstar who, over three days in Phoenix, put his terrible, horrible, no good, very bad October behind him and got back to hitting frozen ropes. With the Rangers up 3-0 in the ninth, a lead backed by a thin bullpen that had been worked to the bone, with a runner on third and two men out, Marcus Semien hit a fly ball over the head of Lourdes Gurriel Jr., this one landing five rows back in the grandstand."

Wednesday, November 1, 2023

Newsletter Excerpt, November 1, 2023 -- "Snakes on a Cliff"

This is a preview of the Joe Sheehan Baseball Newsletter, an e-mail newsletter about all things baseball, featuring analysis and opinion about the game on and off the field from the perspective of the informed outsider.

You can subscribe to the newsletter for one year for $79.95 using your PayPal account or major credit card.

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"Seager is the hero. That Game One homer will be the defining play of the Series, and perhaps even his career, and his homers the last two nights were huge. Marcus Semien can’t save his postseason stat line, can’t make a Series MVP case, but he has been an important part of this Series. Those two hits the last two nights, both with a runner in scoring position, both with two outs, were essential to those two wins. That’s the player who keeps company with Mookie and The Sho as one of the best in baseball. "