Last week’s first edition of upset spotting worked so well that the streets demand a new episode. Well, not exactly – I just really like doing these. New week, new probabilities!
My two upset picks went 2-0 this Saturday both on ridiculous finishes, with Central Michigan winning on a play that shouldn’t have happened and Arkansas using a wide receiver pass to get to overtime to beat TCU. I don’t know that we’ll need that much luck again, but we’ll see.
Anyway: out of the Top 25 teams, eight are playing each other, which leaves 17 teams that will be playing unranked teams. ESPN’s FPI system ran back at me with the following: based on their win probabilities, 13.19 of these 17 teams will defeat their (likely) underdog opponents. Bill Connelly’s S&P+ sees almost the exact same, coming in at 13.38. This week, we’re going to use the Massey Ratings as well, which I use for lots of prediction work. They roll in with a prediction of 13.17 games won out of 17, which makes every system in near-harmonious agreement. Just like last week, we’ll merge the metrics for a group of ~3.75 teams that will lose this weekend. The odds of all 17 teams going 17-0 this weekend are hilariously miniscule: 0.8%. Upsets are coming.
The trick: finding what 3.75 (alternately, four) of these teams will lose.
This week’s categories of victory likelihood, per the merged metrics:
- 40-49%: #17 Texas A&M (at Auburn) (43.2%), #22 Oregon (at Nebraska) (45.6%)
- 50-59%: #11 Texas (at California) (51.7%), #25 Miami (at Appalachian State) (59.7%)
- 60-69%: #6 Houston (at Cincinnati) (61%), #16 Georgia (at Missouri) (64.3%), #7 Stanford (vs. USC) (64.5%)
- 70-79%: #20 LSU (vs. Mississippi State) (76.1%)
- 80-89%: #13 Iowa (vs. North Dakota State) (86.6%)
- 90-99%: #4 Michigan (vs. Colorado) (91.3%), #21 Baylor (at Rice) (95.2%), #9 Wisconsin (vs. Georgia State) (95.8%), #15 Tennessee (vs. Ohio) (95.9%), #24 Arkansas (vs. Texas State) (97.1%), #8 Washington (vs. Portland State) (98.5%), #23 Florida (vs. North Texas) (98.6%), #5 Clemson (vs. South Carolina State) (99.9%)
Now, the number of games that each of these groups would win on average:
- 40-49%: 0.888 of 2 (19.7% of winning both)
- 50-59%: 1.114 of 2 (30.1% of winning both)
- 60-69%: 1.898 of 3 (25.3% of going 3-0)
- 70-79%: 0.761 of 1 (76.1% of winning)
- 80-89%: 0.866 of 1 (86.6% of winning)
- 90-99%: 7.723 of 8 (75.2% of going 8-0)
Based on this, we can expect to see at least three upsets, one from each of the three least confident percentage lines. Based on the odds, I’m not sure we will see a ground-shaking upset by the numbers, but anything can happen. To achieve a fourth, we’ll have to reach a bit from one of these groups, but we can get to that later.
Our initial upset picks for week 3 are as follows: Nebraska over #22 Oregon from the 40-49% group, California over #11 Texas from 50-59%, and Cincinnati over #6 Houston from 60-69%.
My reasoning for each, starting with Nebraska: Oregon’s defensive efficiency against two very poor offenses and teams (2-9 in FCS UC Davis and a Virginia team that just lost to an FCS team) has come in at an unadjusted 84th in America per ESPN. Tommy Armstrong is unbelievably frustrating, but the odds on him having a strong game here are very high. Another key stat: under head coach Mike Helfrich, the Ducks are 2-5 (0-3 OOC) in games where they have between a 40-60% chance to win, suggesting a lack of consistent ability to win close games. The projections expect almost exactly one loss on average from teams ranked 21-25 this week, and Oregon has far and away the worst odds of winning their game from that group.
California is a less certain pick for me, as my friend Harrison knows very well of my considerable disdain for one Sonny Dykes. I think he’s a smart offensive coach who has zero idea how to win at a Pac-12 program, simply because he has zero idea what he wants defensively. I’ll set that aside for this week alone, because their 48.3% odds of winning are both alarming and eye-opening. I do like QB Davis Webb a lot, but this comes from projection systems being very skeptical of one home win against a poor Notre Dame offense meaning the true comeback of Texas football. Also, Charlie Strong is 2-4 in his career in September road games against Power 5 opponents. For teams ranked 11-20, the projection systems anticipate a 4.178-1.822 record, and Texas’s odds were the worst of the 50-59% range.
Cincinnati over Houston will appear to be a very bizarre pick to just about everyone, but the projection systems were unusually strong in pushing back against a Top 10 team: neither FPI nor S&P+ give Houston greater than a 58% chance to win, and Massey’s 72% even comes with the caveat that they expect it to be a one-touchdown defeat for a pesky Cincinnati team. But: the collected projections anticipate around 0.89 losses from the six Top 10 teams playing this week against unranked opponents, and it was either Cincinnati on a Thursday night in a weird spot for Houston or expecting USC to win a big game after two very disappointing performances. My comfort in this pick comes from a combination of this being a terrible situation for Houston (four days rest, a near seven-hour game this past Saturday, Ward Jr. battling shoulder issues, and a long travel week from Houston to Cincinnati) and of Cincinnati’s surprisingly strong offense, anchored by QB Hayden Moore (7.7 YPA, 147.5 QBR) and a solid rushing game. The fun part: Cincinnati allowed six yards per play to Purdue, but has picked off opposing quarterbacks seven times through two games. I look forward to seeing if Tommy Tuberville has the capability left to force Greg Ward, Jr. into tough situations. I would also prefer to take Missouri over Georgia here, but this is a test for these systems and for my own subjective biases.
There’s the three big picks I’m making this week. Now, let’s get a little weird for the fourth.
Percentage-wise, the Top 11-20 is much more likely to lose twice than once this week, so our fourth upset is most likely to come out of this group. Here’s where it gets wild: the chances of all ten 70-99.9% teams going undefeated are just 49.6% (still high, but more likely that one loses than doesn’t), the number of games this group wins on average is 9.35 of 10, and the number of upsets expected from the 40-69% range is 3.1, which means we’ve exhausted our supply there. To find the fourth .65 of an upset, we’re going big. Keeping it in the Top 11-20 range, this means eliminating #11 Texas (who we’ve already picked against), #16 Georgia, and #17 Texas A&M. Congrats! That leaves us with the following three schools to pick from for a giant loss: #13 Iowa (vs. North Dakota State), #15 Tennessee (vs. Ohio), and #20 LSU (vs. Mississippi State).
Tennessee has by far the best odds of beating their opponent, and I feel confident and unbiased in ruling them out from an earth-shattering loss. Teams that were underdogs to Kansas do not beat good teams, sorry. So, let’s pick from Iowa or LSU for the stretch upset. There are solid cases for both this weekend: Iowa was nowhere near as good as the polls suggested last season (finished 47th on Football Outsiders) and still isn’t very trusted by advanced metrics this year, polling at 35th on FO and 25th on ESPN’s FPI. LSU had an unbelievably bad loss to Wisconsin to open up the season and still doesn’t have a quarterback. They actually both have similar odds on ESPN to defeat their lower-tier opponent: LSU at 86.4% for a Mississippi State team that lost to South Alabama, Iowa at 90.9% for FCS powerhouse North Dakota State, who would be ranked above 46 FBS teams right now. I expect neither of these upsets to happen, if I’m being honest.
But: when my hand is forced and I have to pick one to happen, why not North Dakota State over #13 Iowa? Do you really trust Iowa? Do you really think they’re going to do the undefeated thing again? Have you watched Kirk Ferentz football at any point before 2015? (A reminder that an 11-2 Iowa team came within a blocked field goal of losing to FCS Northern Iowa in 2009.) Also, NDSU has won five in a row against FBS opponents, is coming off of their fifth straight FCS national championship, and Iowa has not gone undefeated in out of conference play in the Kirk Ferentz era. Again, I don’t anticipate this happens – I have much more faith in #17 Texas A&M losing to Auburn – but this is worth a flyer.
As a reminder, last week’s picks were Central Michigan over #22 Oklahoma State and Arkansas over #15 TCU, both of which came through. At 2-0 on the season, we’ll roll the dice with Nebraska over #22 Oregon, North Dakota State over #13 Iowa (stretch pick), California over #11 Texas, and Cincinnati over #6 Houston.


