Michigan and Indiana find themselves on the bubble [Marc-Gregor Campredon]

Bracketology Breakdown: Two Weeks to Indy Edition Comment Count

Alex.Drain February 22nd, 2022 at 2:00 PM

Michigan basketball was the story of this weekend nationally for reasons unrelated to the players, which is a bummer because with two weeks to go, the players are fighting for their NCAA Tournament lives. They'll be without their head coach, Juwan Howard, for the remainder of the regular season after Sunday afternoon's brawl, leaving Phil Martelli to lead this team on their tournament chase. The final five games of the regular season over the next two weeks will be crucial in determining the position Michigan is in when the postseason rolls around in terms of the bubble: they could either head to Indy in good shape, knowing they need a win to feel good, or feeling like the season is more or less over. The stakes could not be higher. Today we're going to look at how many wins the Wolverines need in a bracketology breakdown: 

 

Where Michigan Stands Now 

Pulling up the bracket matrix at the time of this writing, the Wolverines are on the inner half of the bubble. They appear on 106 of 132 brackets (80.3%), so more in than out, but also not totally secure. Michigan is, along with Rutgers, UNC, and Memphis, one of the four teams in the picture that appear in the fewest amount of brackets but are still considered "in" on aggregate, which I guess could designate them "last four in". Indiana and Creighton are very close to Michigan as well, appearing in slightly more brackets. The average seed value given to Michigan is 10.57, so we're talking about either a 10 or 11 seed, very close to having to play in the play-in round. 

In terms of the team sheet, Michigan sits 34th in the NET rankings, which is very much the bubble. There are ~20 slots reserved at the bottom of the seed ranks (12-16 seeds) for the AQ bids given to mid-majors, meaning that the top 40-45 teams are in the vicinity of who can expect to be admitted to the tournament. The resume metrics are pretty similar ballpark, 42nd in KPI and 44th in Strength of Record, very much on the bubble. Michigan is looked at a bit more favorably by the efficiency metrics, which could help on the margins if the Wolverines end up having to be one of the last couple teams in. They are 28th in BPI, 32nd in KenPom, and 24th in Sagarin. In terms of the quadrants, Michigan is 3-7 vs Q1, 3-3 vs Q2, 4-1 vs Q3, and 4-0 vs Q4. 

In other words, if the tournament started today, Michigan would be in. But they would not be in with all that much breathing room, and while the efficiency metrics suggest Michigan is a better team than "last four in" caliber, their resume is not as strong as the underlying metrics. More importantly, the NCAA Tournament does not start today and so Michigan needs, at the very least, to continue to keep pace with the other bubble teams in the last two weeks. Ripping off a couple additional wins will do well to share up that position. 

[AFTER THE JUMP: Assessing the bubble and charting the path forward]

 

This was a matchup of two bubble teams back in December [JD Scott]

Looking at the other teams on the bubble 

The following table is a collection of teams that are all right around the bubble on bracket matrix and some nuggets from their resume. The resume average and efficiency average columns are taken from Torvik. The former is an average of KPI/SOR, while the latter is an average of BPI/KenPom/Sagarin. I've also listed the projected record for each team via KenPom: 

Team Record Avg. Seed NET Resume Avg. Efficiency Avg. Q1 Q2 Proj. Record Q1 Games Left
Wake Forest 21-7 9.66 40 40 35 1-4 5-3 23-8 0
Miami (FL) 19-8 9.74 65 36 69 4-1 5-4 21-10 0
San Francisco 21-7 10.01 29 44 32 3-4 5-1 23-8 1
Notre Dame 19-8 10.27 57 44 57.7 2-6 4-1 22-9 0
Indiana 16-10 10.45 43 58.5 40.3 2-6 3-4 18-12 1
*Michigan* 14-11 10.59 34 43 28 3-7 3-3 17-13 4
Memphis 15-9 10.89 44 53.5 36.7 3-3 3-4 18-10 1
Rutgers 16-10 10.99 80 51.5 63.3 6-3 2-4 18-12 3
SDSU 17-6 11.00 33 41 27 2-6 3-0 20-8 2
Creighton 18-8 11.23 62 43 64.3 3-5 4-2 20-10 3
BYU 19-9 11.36 55 53.5 62.3 3-5 4-3 21-9 0
UNC 20-8 11.16 42 37.5 36 1-7 4-0 22-9 1
SMU 19-6 11.42 46 42.5 49.3 2-1 3-3 21-8 1
Oklahoma 14-13 11.36 45 65.5 39.3 3-10 4-2 16-15 2

There are a few things you should learn from this table. Perhaps most immediate is that Michigan has the most Q1 games left on the schedule of any team, which is a big deal we will discuss a little bit later. Secondly, you may notice that Michigan's efficiency average is very good relative to the competition on the bubble, while their resume is more in the middle. The third thing you should notice is the big kicker, which is the record of the teams, both overall and in the specific quadrant games. Michigan has the second-most losses of anyone here, and while they are a power conference team compared to some lesser conference squads like BYU/SDSU/San Francisco, it's still a higher number than fellow B1G squads Rutgers and Indiana. More importantly, Michigan's record in the Q1/Q2 games is not particularly stunning. Most of the teams here have combined Q1/Q2 records close to .500, or slightly below it. Michigan's sits at 6-10. The only team in a similar boat is Oklahoma, who are on the wrong side of the bubble right now. 

Rutgers is the fascinating team with their stunning 6-3 record in Q1 games being the saving grace despite the ugly efficiency metrics. Michigan, in some ways, is the reverse: good efficiency metrics for a bubble team, but a rather poor overall record and record in Q1/Q2 games. Another team with a resume that looks like Michigan is Indiana, but they are at least 16-10 overall. Only Memphis, Rutgers, SMU, and Indiana have such mediocre records in Q2 games, and Memphis has the advantage of being .500 in Q1 games, while Rutgers is well above it (and Indiana has more overall wins). And SMU, of course, is not a favorable comparison either (like Oklahoma), being on the wrong side of the bubble. The moral of the story here is that Michigan needs more Q1 wins, and more wins overall, because that is the area where the resume is lacking the most. The macro resume numbers are fine and efficiency numbers are good. Just need more cold hard wins, especially against good teams. No more moral victories. Real victories are needed. Thankfully they have chances to get them. 

 

Beating Illinois on Sunday would go a long way towards making it in [Marc-Gregor Campredon]

The Path Forward 

So we know that Michigan has five games remaining and a lot of them are big ones. Here's a table showing off those games, with what quadrants they fall into listed and win probabilities alongside it: 

Game Quadrant KP Win Prob. Torvik Win Prob.
Rutgers Q3 71% 78%
Illinois Q1(A) 50% 53%
MSU Q1 60% 67%
Iowa Q1 51% 59%
@OSU Q1(A) 32% 33%

Not just are four of the five games Q1, but the lone non-Q1 game (Rutgers), is also a firm bubble team! A few notes to stew on before we talk about how many wins Michigan needs in order to make the tournament. First of all, as Jerry Palm of CBS pointed out in his Bubble Watch piece, only one team in the pre-pandemic era made the tournament when they were less than 4 games over .500. Michigan is currently 14-11 (also bad news for 14-13 Oklahoma). Secondly, Michigan is in an interesting position because each of the games are so marquee. When bubble watch people talk about Michigan being in solid position, they are operating on the assumption that Michigan wins a chunk of these games. The Wolverines are in solid position because they still control a lot of their own destiny, with the ability to bank several quality wins... but winning the games to reach that destiny will not necessarily be easy. 

So, looking at this, I think one would argue that Michigan needs to win 3/5 to feel good going into the B1G Tournament. Doing so (which is the KP projected record, by the way) would mean winning at least two more Q1 games (2-2 at worst in those contests), and would put Michigan at 17-13 overall. Which would mean that a 1-1 finish in the BTT would leave Michigan at the magic four games over .500 target. Finishing at least 2-2 in the last four Q1 games wouldn't do much to help Michigan's record in those games overall (they'd still be four games under .500 vs. Q1) but crucially, it would give Michigan a whopping five Q1 wins. Right now, of the teams I listed in the bubble chart, only Rutgers has that many, and outside of them only Creighton and Oklahoma have the opportunity to get to that many hypothetically, based on the remaining schedule. That's where Michigan having such a back-loaded schedule plays into your hands. 

A win over MSU at Crisler would be another quality win [Campredon]

Going 2-3 makes the path a bit more treacherous. You'd be only two games over .500 overall entering Indy, and could be as bad as 7-13 in Q1/Q2 games. You'd still have the efficiency metrics by your side, but you'd know that you likely need two wins in the BTT to get in. On the flip side, 4-1 makes it so Michigan could arrive in Indy feeling like even a one-and-done result there could get them in. That's not the easiest lift given what games are on the schedule, though. And it goes without saying that a 1-4 finish likely makes the trip to Indy a "win the tourney and get the AQ bid or bust" scenario. 

Finally, when looking at the Big Ten Tournament, Michigan currently sits in 7th in the conference, which would have them facing Penn State in their first game. Here are KenPom's projected B1G standings: 

Team Current Record Proj. Record
Purdue 13-4 15-5
Wisconsin 12-4 14-6
Illinois 12-4 15-5
OSU 10-5 13-7
Rutgers 10-6 12-8
MSU 9-6 11-9
Michigan 8-7 11-9
Iowa 8-7 11-9
Indiana 7-9 9-11
PSU 6-10 8-12
Maryland 5-11 7-13
Northwestern 5-11 7-13
Minnesota 4-12 5-15
Nebraska 1-14 2-18

MSU, Michigan, and Iowa are all targeted for the same record occupying the 6-8 slots in the standings. Getting 6th or 7th is a pretty big deal because it's the difference between playing Indiana and playing PSU/Maryland/Northwestern in the first round. In other words, it's the difference between facing a fellow bubble team or a team you should beat. If Michigan enters the tourney having gone 3-2 down the stretch and gets the 6 or 7 seed, you're looking at a scenario where you simply need to beat a PSU/Maryland/Northwestern to feel good about Selection Sunday. If you go 2-3, then you need to beat an Indiana AND perhaps a Purdue or a Wisconsin in the next round. Not a great spot to be in! 

So all things considered, I think the path is pretty clear for Michigan to make the 2022 NCAA Tournament. Win three of these last five, and take care of whoever you draw in the first round (who you will likely be better than). Do that and you're (probably) in. But tripping up one extra time down the stretch requires more work in Indy. And of course, stringing off four wins late wraps it up before the postseason rolls around. All the marbles on the line here in these last two weeks. 

Comments

Kilgore Trout

February 22nd, 2022 at 2:29 PM ^

Suspended from everything according to Brendan Quinn's article on The Athletic.

"The Big Ten and Michigan announced Monday that Howard will serve a suspension for the remaining five games of Michigan’s regular season. He won’t be permitted at any team activities and won’t have access to campus facilities. He’s also being fined $40,000. (Other actions taken by the league can be found here.)"

ak47

February 22nd, 2022 at 2:30 PM ^

This team has really done exactly what is necessary to stay on the bubble. They've haven' gotten the back back wins that would give them breathing room and they haven't had the loss that basically ends it.

This Rutgers game without two key rotation players and coming off the brawl is huge. Lose that game and its basically every game is an elimination game at that point.

Either way, my prediction is this team is too inconsistent and drops 3 games over the next six (including big ten tourney) and doesn't make the tourney

GoBlueSMB

February 22nd, 2022 at 3:22 PM ^

It does hurt that we lose two key rotation players, but perhaps I am over optimistic, but I think it could provide some interesting line-ups that we don't use enough.

Mouse and Hunter on the court at the same time still haven't meshed consistently.  They looked phenomenal against Iowa but then Moose completely vanished against Wisconsin.

Hunter/Houston/Kobe/Jones/Eli is a really interesting lineup now with Houston at the 4 and Kobe at the 3.   That really lets us play 4 out and opens some driving lanes for Kobe (who looks good getting to the rim).

It also should open some more time for Jace.  I know he is more of an afterthought but I love his attitude on the court (kid just hustles all the time).  He is solid defensively and he has a very quick first step.  I believe it was the Iowa game where he pump faked the corner three and then drove to the rim for an easy layup.  While not the scorer some of our other starters are, I like that he is more sure of himself in that he will take the shot.  Too many times guys are just passing up open shots (reminds me of the older JB teams where we just kept passing the ball around the 3pt line and shooting right about as time expired, drove me nuts).

bronxblue

February 22nd, 2022 at 2:37 PM ^

Yeah, I've been a bit more negative about the team's chances of making the tournament without a really good finish to the season, and this post sort of matches those feelings.  They absolutely have to win 3 of their last 5 to feel good going into the tourney, and as noted they are so close to .500 that I wonder if 2 wins in the tourney may be necessary to keep them out of danger in the event some more bid stealers show up.

Depending on what happens to end the year I think those losses against UCF and Minnesota will haunt them, as is that close loss to Seton Hall.  Win 2 of those 3 and this team is sitting pretty.

MGlobules

February 22nd, 2022 at 3:36 PM ^

A lot will now depend on morale, and morale may slide quickly if they struggle early tomorrow, in one of the games that they should absolutely win, probably have to have in order to get in. That isn't saying anything that most people don't know, but there's just no knowing much until we take on Rutgers. 

TrueBlue2003

February 22nd, 2022 at 2:41 PM ^

Great recap.  I am slightly more optimistic about their margin for error because of the difficult remaining and overall schedule. 

I think they're almost certainly in with a 3-2 finish even if they stumble in Indy, barring a lot of bid stealing.  2-3 and they're in a bit of trouble but one win in the BTT could do it.  They'd be sweating big time on selection sunday though.

They do need to avoid getting blown out in losses to maintain very-good-for-the-bubble quality metrics and that's what will get them in.  They have no glaring holes or severe blemishes on the resume (something almost none of these bubble teams can say), and they will have a top 10, probably top 5 SoS.

I think it's irrelevant that only one team has made it pre-pandemic with an overall record less than 4 games over 500 because we're still in a pandemic.  Which means Michigan had fewer cupcakes scheduled than normal and cancelled at least one outright.  And that means the overall record only appears not great because of an insanely difficult schedule which is top ten in the country and that is a good thing.  Committee doesn't care if you're 4-0 or 5-0 or 6-0 v Q4.

Michigan's metrics are all still really solid.

I mean, the only reason IU has a better bracketmatrix avg is the stickiness of the underlying brackets (IU is in free fall and Michigan is on the upswing).  Michigan has a vastly superior resume in every respect except that Michigan has a lone Q3 loss.  They have much better metrics, both resume and quality.  Better Q1 record, better Q2 record, oh and they crushed IU at IU.

This Rutgers game is absolutely huge though.  Without it, it will be very difficult to get to 17 regular season wins.  And then we root for Rutgers in all other games because it would be big for Michigan's Q1 and Q2 record for them to get to top 75 (also root for a big NW win over Nebraska tonight and for them to stay in the top 75).

  

ish

February 22nd, 2022 at 2:42 PM ^

With Ron Harper Jr. back for Rutgers, this is the ideal time for Diabate to be suspended.  It's not like his crazy long arms would be a great asset against a guy who takes a lot of long twos, including fadeaways.  Nope, wouldn't help at all.

True Blue 9

February 22nd, 2022 at 3:07 PM ^

It's been mentioned a few times in this thread but man, it feels like the Rutgers game might be the most important game left on the schedule. It's really going to tell us a lot how this team responds to last Sunday. 

I honestly wouldn't be shocked if we went 1-4 or something like that and I wouldn't be shocked if we went 4-1. Having Martelli as our Associate Head Coach is such a huge boon right now. Anxious to see what he can do for these 5 games! 

Go Blue! Let's stamp that ticket to the dance!

AC1997

February 22nd, 2022 at 6:42 PM ^

Barnes was always a huge project.  Thru his junior year he had rarely demonstrated consistent good play at a smaller school.  As a senior he was better at a big school, but barely played because of Covid.  He is also physically under developed and was never a good defender in HS.  I am a little surprised he didn't get some garbage minutes and is going the RS route instead, but I had little hope he would be ready this year.  

Jordan2323

February 22nd, 2022 at 9:16 PM ^

I don’t agree that Barnes is physically under developed at all. He looked like he physically belonged while playing summer ball. He’s an athletic kid that has a huge upside. Tschetter is the one I’m surprised isn’t playing this year especially because of the need for shooting. 

GoBlueSMB

February 22nd, 2022 at 9:31 PM ^

Next man up really and its pretty clear that Houston was vastly overrated.

Bball freshman, yes, for the most part will struggle. 5* and high 4* shouldn't be struggling as bad as Houston is.  Banchero, Jabari Smith, Chet Holmgren, Kendal Brown, Amina  Mohammed, Kennedy Chandler, TyTy Washington are all 5* freshman making huge impacts to their teams, much more so than Houston.

TrueBlue2003

February 23rd, 2022 at 2:14 AM ^

I agree that Houstan was overrated, but given that, the next man up should have been Williams. He was ranked higher (101st) than Barnes (118th) and he's a sophomore.  But he's been disappointing too.  We should be asking where he is and what was all that preseason hype about.  Barnes is like 4th man up at that position.

As for those other guys, Holmgren and Banchero were 1/2 in the class and pretty much can't miss guys. The bell curve of talent means the tip top guys are much more likely to be hits.  As you get into the 10-25 range, the success rate is a lot lower in terms of freshmen impact.

Smith was an obvious hit.  Chandler is having a nice season. Both top 10 guys.

And wow, let's talk about Amina Mohammed.  He's an absolute disaster on an embarrassment of a team.  The guy is shooting under 40% from two on 271 attempts!!!!  They've lost 16 in a row and are 0-15 in the Big East and that fact he's their highest minutes and highest usage guy is a big reason why.  He's making a huge impact alright. Cratering a once proud program.  Not that it's his fault per se, but he's so far over his head.  Houstan could do what he's doing if you shoved a bunch of usage his way too (but then you'd lose a lot of games like Gtown).

The other guys are kind of the exceptions that prove the rule.  TyTy and Brown are having nice seasons as third and fourth option type guys.  I'd add AJ Griffin to the list of guys actually playing well.  Another 4th option kind of guy.  Moussa is probably the 3rd or 4th most successful guy in this 10-25 range.

A lot of five stars are struggling even worse than Houstan or barely seeing the floor: Emoni Bates, Peyton Watson, JD Davison, Damioin Collins, Hunter Sallis, Harrison Ingram, even Max Christie has been worse than Caleb Houstan.

Houstan takes a beating around here, but again, freshmen are very rarely all that good at college basketball.

True Blue 9

February 22nd, 2022 at 3:46 PM ^

For those that might be interested, Joe Lunardi over at ESPN is putting out a daily post on Twitter that is basically a rooting guide. Some thoughts for tonight:

- We're rooting for Kansas to beat K State. 

- We're also rooting for Texas Tech to beat Oklahoma (that should knock Oklahoma off the bubble)

- We also want Arkansas to beat Florida. 

- SDSU is an interesting one. They're on the bubble with us. We want them to keep winning for our schedule but also need to be careful they don't pass us. I'm conflicted on this one. 

TrueBlue2003

February 22nd, 2022 at 5:02 PM ^

I think it's a no brainer to root for SDSU.

For one, I just cant imagine a scenario in which the committee is choosing between us and them for the last spot.  The odds are astronomically small.  Plus we beat them by 14.  So even if it came down to us and them, wouldn't we get the nod?

We want them to do well to help our resume against all the other teams on the bubble. The cut line will be more or less a static threshold.  Some of these teams will win some will lose, and it'll all even out more or less.

When it comes to SDSU, if they can get to the top 30 in NET (from current 33rd), that becomes a Q1 game which would be quite helpful.

TrueBlue2003

February 22nd, 2022 at 5:10 PM ^

I don't think we'll come out flat.  My concern is just that we don't have enough manpower.  The team is going to play their asses off. 

But we're talking about 20+ minutes from both Johns and Bufkin.  Both guys could have great games, and I actually think Johns will play well being back in a starting role without looking over his shoulder. But they could also play badly.  The range of outcomes for those two seems really wide.  The bench was already thin, it's now almost non-existent for Wednesday.

BiaBiakabutuka21

February 22nd, 2022 at 4:26 PM ^

My take away from this is that there is a non zero chance Terrance Williams hits a shot to beat Wisconsin in the big ten tourney that sends us dancing and then celebrates by doing the dx suck it motion to their bench

Skidmark

February 22nd, 2022 at 4:32 PM ^

This team will continue its up and down ways for the next five games. Given the competition upcoming, perhaps a little more down than up. I don’t see them as a tournament team unless Houstan finds his stroke and Eli and Hunter do their thing in enough of the remaining games to carry the team. Hoping I’m wrong. 

LabattBlue

February 22nd, 2022 at 5:08 PM ^

3 of these games should be winnable.

Rutgers, MSU, and Iowa.

MSU is on a serious slide, 3 weeks ago didn't like the matchup, but they have regressed into a team that beats itself.

Kobe, Jace, and maybe, just maybe Johns will be interesting for the suspension game.

Looking forward to a cameo final run as  head coach for Martelli, maybe the team can rally around his direction, turn some issues around and put things together.

AC1997

February 22nd, 2022 at 6:47 PM ^

The issue is that every game on our schedule with the possible exception of lllinois is winnable. We trounced Purdue.  We get good shots every game, but we don't make them consistently and our defense isn't very good so the margin for error is small.  So going about .500 feels right and it will come down to one game.  We will probably look great in one game, go 2-for-300 in another game looking bad, and it comes down to the final game.  

 

It sucks that Juwan made the margin for error even smaller with his actions because I was feeling pretty decent.  

 

The good news about Rutgers is that they beat every ranked team and then lose to bad teams.  Maybe that means we will win with our mediocre te missing two players and the coach.  Lol

B-Nut-GoBlue

February 22nd, 2022 at 6:18 PM ^

Crazy thought time.

Brandon Johns, widely viewed as an overall disappointment over 4 years, has a chance to cement something of a legacy for Michigan basketball if he can throw a few great performances together to propel THIS team to the Tournament.  After the rough patch that is potentailly dooming this season.  After all of this chaos and a suspension for players of his position, the time is now Brandon John's Jr..

Harlans Haze

February 22nd, 2022 at 9:12 PM ^

I believe 15 is the most losses for an at-large team. An at-large berth would assume a loss in the B10 tourney, and if they go 2-3 down the stretch, that's 15 Ls. And, assuming all that, there's no way to get to 4 games above .500, so the odds would not be great.