Before I start looking at the impact of injured or suspended players, I want to talk a little about losing streaks. (This piggy-backs nicely on Ken Pomeroy’s recent writing on the predictive power of wins.) This weekend we heard a lot about Louisville’s three-game losing streak and Minnesota’s four-game losing streak.

The point I want to make is that not all losing streaks are created equally. When Illinois went on a recent losing streak against Minnesota, Wisconsin and Northwestern, John Groce’s team played distressingly poor basketball. They played basketball roughly equivalent to the 229th best team in the nation. That was the type of losing streak that correctly caused people to adjust their expectations. Even if Illinois had a few nice wins early in the year, they were NOT a Top-25 team.

But Minnesota and Louisville’s recent losing streaks have been much less distressing. While losing four in a row, Minnesota has still played roughly equivalent to the 32nd best team in the nation. And while Louisville has lost three in a row, the Cardinals have been roughly equivalent to the 55th best team in the nation. Both losing streaks could have easily been stopped with a few bounces. Had Minnesota’s Rodney Williams made a free throw in a one point loss, or had Georgetown’s seldom used Aaron Bowen not tipped in a circus shot against Louisville, we wouldn’t be talking about long losing streaks at all.

That’s not to say that those two teams are playing well right now. Both team’s offenses and defenses have fallen off in recent games. But neither team’s performance is remarkably distressing. In fact, I’m much more distressed by how Kentucky is playing in the SEC this season. The Wildcats have gone 4-2, but given how poor the SEC is this year, Kentucky has actually been playing worse basketball than Louisville during the losing streak.

*Does not include Sunday’s game.

Splits replicate the Adjusted Offense and Defense calculation on Kenpom.com which controls for opponent quality and venue. These measure how many points the team would score on a neutral floor against an average D1 team based on the team’s performance in the sample of games.

All this suggests that Minnesota and Louisville will be relevant at the end of the year, while I can’t be quite as certain about Kentucky.

For the record, I am a little nervous about Russ Smith’s play the last two games. Louisville’s national-player-of-the-year candidate has posted ORtgs below 100 in back-to-back games. (From the sideline, I can tell you Georgetown freshman D’Vauntes Smith-Rivera was very much bothering Russ Smith on Saturday.) Louisville hasn’t quite played a juggernaut schedule yet, and I’m worried if Smith might revert to his old inconsistency under the grind of Big East play.

Unfortunately, sometimes a breakout performance is just a hot-streak. As an example, look at Florida St.’s Michael Snaer. Snaer posted a career high 110 ORtg last year, and everyone thought he would be an ACC superstar this year. But Snaer has always had turnover problems prior to last season, and after a year of cutting down the turnovers, Snaer’s turnovers are back with a vengeance this season. Snaer’s ORtg has suffered because of it.

Similarly, Wisconsin's Ryan Evans is making last year look like the fluke. Here are Evan’s ORtgs over the last four years:

2009: 92

2010: 82

2011: 102

2012: 92

Sometimes when inefficient players suddenly look efficient, it really is just a temporary fluke. Russ Smith has clearly played brilliantly this season, but until we get to March, I am always going to wonder if the inconsistent Russ Smith, who falls in love with impossible shots, isn’t still around.

Of course, even if I believe in Minnesota and Louisville, these losing streaks will matter to the NCAA selection committee. And personally, I believe they should matter. A lot of people advocate for seeding the NCAA tournament based on team quality (read: Margin of Victory), not based on team accomplishment (read: Quality Wins). And I understand the arguments. Certainly, when you don’t seed by team quality, you run into situations where a 1-seed gets a horrible draw. And the NCAA committee is instructed to pick the BEST teams for the tournament.

But I view it this way. You can either win an NCAA title by over-achieving in the regular season or over-achieving in the post-season.

No one wins the NCAA tournament without performing above expectations. If you look pre-tournament, no team is favored to win more than four games. But every year someone wins 6 games and over-achieves. Similarly, some teams over-achieve in the regular season. They earn surprising wins and earn better seeds, even though they have to squeak by with a series of close wins. But why condemn over-achievement in the regular season when we don’t condemn over-achievement in the tournament?

Louisville and Minnesota are under-achieving. That just means they have a harder road to post-season glory. It doesn’t mean they are bad teams.

Injury Splits, Part 1

Over the next two days, I’m going to talk about where injuries or suspensions may be skewing our evaluation of various teams. I won’t be talking about all of this year’s critical injuries. For example, Wisconsin’s Josh Gasser, Missouri’s Michael Dixon, and Tennessee’s Jeronne Maymon have missed the entire season. While those injuries have clearly hurt their teams, because they didn’t play a minute this year, the Pomeroy and Sagarin ratings for those teams accurately reflect their future expectations.

But when players are out for a period of time (like Duke’s Ryan Kelly), it can take awhile for the rankings to catch up. Duke is now playing worse basketball, and we may want to look at how much worse the Blue Devils are playing without Kelly.

Of course not every player who is injured matters. For that reason I focus on players who play at least half their team’s minutes. And often we are looking at very small samples. Random noise may certainly explain some of the deviations from the norm. But I do think it is informative to look at how teams have performed without their missing stars.

A lot of smart folks have written about how Duke will be a much worse team without Ryan Kelly. I wasn’t quite as convinced because I happen to have high expectations for Duke’s Amile Jefferson. But through four games, the numbers are clearly worse without Kelly in the lineup. Duke’s offense has slid, and their defense has fallen off a cliff.

That’s probably too big a drop off to be permanent, and Duke’s horrific performance at Miami felt like a once-per-season collapse, not a permanent sign of bad things to come. But I think it is informative how Mike Krzyzewski is allocating playing time with Kelly out. While Amile Jefferson has seen his percentage of minutes increase from 21 percent to 58 percent in the four games Kelly has been out, the second biggest beneficiary of playing time is actually Mason Plumlee. And this worries me a little bit if I’m Duke. Plumlee has been playing 96 percent of Duke’s minutes since Ryan Kelly has been out, and Krzyzewski seems hesitant to ever take him out. I worry that all those minutes are having a negative impact on Plumlee’s energy level. Plumlee’s ORtg was 115 prior to Kelly going down, and has been just 95 in the four games since Kelly went down. Some of that is due to the tougher ACC defenses Plumlee has faced, but you have to wonder if the lack of rest time is hurting Plumlee’s overall performance.

However, I honestly think Duke may be better in the long-run if Kelly can come back. That’s because Jefferson has thrived as an offensive player now that he is getting more playing time. Jefferson has seen his ORtg increase from 104 before the Kelly injury to 119 after the injury. Now that he finally has a chance to get a rhythm in games, Jefferson is showing his offensive talents. If Jefferson can eventually improve his defense, his development will only be an asset for Duke come tournament time.

The second most important injury split in this column might be the Wyoming split listed above. Ever since Luke Martinez was suspended for his role in a bar room brawl, Wyoming’s offense has fallen off a cliff. You simply cannot lose such a potent scorer and expect to replace him with other rotation players. Larry Shyatt has done a masterful job keeping Wyoming playing elite defense without Martinez. And that defense will keep Wyoming competitive in the MWC this year. But Wyoming simply lacks offense without Martinez.

Lastly, Marquette’s offense has improved since Todd Mayo joined the team mid-semster. (Mayo was suspended for the first semester.) Mayo’s ORtg hasn’t been fantastic, but he has been aggressive and has attracted some offensive attention. The part I find more interesting is that Marquette’s defense has sagged since Mayo joined the team. In fact, in the last game against Providence, Mayo received an unusual DNP-Coach’s Decision.  Buzz Williams explained his decision not to play Mayo by saying he didn’t have anyone for Mayo to defend. But it certainly seemed puzzling for Mayo to go from over 20 minutes per game to riding the bench for a non-disciplinary reason.

Long Island was the media’s pick for the NEC title this year because they returned almost their entire rotation from last year’s tournament team. But Long Island’s season was off to a disappointing start, and then super-scorer Julian Boyd went down. And while a recent winning streak has improved expectations somewhat, this remains a heart-breaking season for fans of the team.

Former South Florida guard LaVonte Dority joined Valparaiso mid-season, and the aggressive offensive player has helped boost the team’s overall performance. He is attracting a ton of attention and making his teammates better.

Finally, Gregg Marshall has to be a national coach-of-the-year candidate. He lost virtually his entire rotation to graduation, but in November and December his team continued to play at a very high level. Then on Dec. 20th he faced a situation where three of his key rotation players were out. Carl Hall, Ron Baker, and Evan Wessel were all injured and missing in action. And yet since that time, Wichita St. has actually played better basketball. Carl Hall has returned for the last four of those games, but Gregg Marshall’s ability to find new players and stick them in the lineup has been nothing short of amazing.

Arguably, Missouri has never been at full strength (since Michael Dixon left the team), but for two games in December they had everyone else active. They crushed South Carolina St. by 50 and beat an Illinois team that was playing well at that time.

The rest of the season has seen key player’s missing and the team’s performance has suffered because of it. Bowers injury has clearly been the worst, but Missouri wasn’t exactly playing elite basketball before Jabari Brown became eligible either.

I’m not going to show the Kentucky or Louisville splits (since I discussed those teams at length earlier), but surprisingly, their struggles cannot really be tied to Willie Cauley-Stein’s injury, Ryan Harrow’s early absence, or Gorgui Dieng’s absence.

Click here for Part 2: James Southerland, Greg Whittington, Taylor Braun, CJ McCollum, Mike Moser, Kris Dunn and more.

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Because of the fast pace of both teams, BYU versus Iona has the potential to be one of the most entertaining First Four games of all-time. Also, I am salivating at seeing Missouri’s guards and Florida’s guards potentially clashing in the round of 32. But before I start breaking down the bracket, let’s throw a few quick stats at the wall:

Which Conferences Did the Best?

One thing I like to track during the NCAA tournament is whether conferences are exceeding expectations or falling short. One way to do that is to look at how seeds have performed from 1985 to 2011 and predict an expected number of wins for each conference.

(Note: In all tables I am only counting wins in the Round of 64 and beyond.)

Based on these seed expectations and the seeds received, the Big East should win the most games in the tournament, but the Big Ten is expected to win nearly as many games with three fewer teams.

We can also use this year’s margin-of-victory numbers to form an expectation. In the next table I use Ken Pomeroy’s predicted probabilities. Here we get a slightly different picture. His model expects the Big Ten to win the most games in the tournament, with the ACC earning far fewer wins than their high seeds would indicate:

Team-By-Team

2012 is the year of the clear favorite. It will be virtually impossible for any of the experts who follow college basketball not to pick Kentucky to win the national championship. In terms of the measured statistics like margin-of-victory, in terms of the NBA ready talent on the floor, in terms of 34 games on TV over four months, no one has come close to the Wildcats this season.

But more importantly, there are no clear alternatives to the Wildcats. Again using Ken Pomeroy’s formula, here are the expected wins for each team in the tournament this year:

Rather than showing one clear alternative, the numbers show a great deal of balance between the top seeds.

The Right Side of the Bracket (East and Midwest)

The margin-of-victory crowd is going to love Ohio St., but they might be the only ones. Despite bringing back one of the top post players in the country in Jared Sullinger, one of the top defenders in Aaron Craft, one of the most prolific two-guards in William Buford, and watching Deshaun Thomas emerge into a versatile scoring threat, Ohio St.’s offense has struggled at times this year. Ohio St. has simply not been able to replace the outside shooting of Jon Diebler. And by sharing the Big Ten title and falling to Michigan St. in the conference tournament, very few people are going to be in love with this team. Add in a potential Sweet Sixteen match-up with a Florida St. team that has two wins against Duke and two wins against North Carolina, and Ohio St. will get far less love than these numbers would suggest.

Syracuse is the more traditional favorite, but they are the worst defensive rebounding team in the field, and their offense can look stagnant when they aren’t forcing turnovers. Even a second round match-up against Kansas St. could be a nightmare for Syracuse. Kansas St.’s team is built to crash the glass, and if Angel Rodriguez can simply throw up jump shots (instead of turning the ball over at his normally high rate), Kansas St. might have a chance for an upset.

North Carolina is the choice for people who like NBA talent, but the ACC was so weak this year, the Tar Heels didn’t get their normal share of big games. And when they did play quality teams, they would usually be close. UNC would win 54-51 against Virginia or 69-67 against NC State. Certainly everyone says North Carolina has a lot of NBA ready talent on paper, but unlike Kentucky, it never felt like North Carolina was unbeatable. Ever since the big win over Michigan St. on an aircraft carrier to start the season, they rarely gave off that aura of invincibility. And with John Henson’s injury this weekend, there are additional doubts about the Tar Heels.

If you are scared away by Kentucky’s inexperience, you might like Kansas. The Jayhawks don’t have any amazing freshmen this year because the majority of their recruiting class was declared academically ineligible to start the season. That has left Kansas with a veteran lineup and Bill Self has clearly got the most out of every player on the floor. The once ridiculed Tyshawn Taylor has emerged as a polished superstar and Thomas Robinson emerged into quite possibly the best player in the country.

But when you look at this group of four teams (Syracuse, Ohio St., North Carolina, and Kansas) any honest evaluation would say that it truly is a toss-up. I would unquestionably pick these four teams for the regional finals on that half of the bracket, but I have no idea which of these teams will play in the national title game.

The Left Side of the Bracket (West)

On the other side of the bracket, it is hard not to love what Michigan St. has accomplished this year. But the Spartans got the worst possible second round draw. Memphis has been absolutely demolishing teams lately, winning their last seven games by 18 points or more. Michigan St. may be able to exploit Memphis’ lack of size in the paint better than any team in the nation, but they shouldn’t have to face such a dominant team in the second round. (Oh, and if St. Louis upsets Memphis, they have elite margin-of-victory numbers too.) So even if Michigan St. was a reasonable pick for a deep run based on their performance in the toughest conference in the country this year, the bracket makes the Spartans a very risky bet.

Instead many people will be drawn to the sentimental favorite Missouri. Don’t pick against the Tigers because of their lack of depth. They’ve played smart and avoided foul trouble all year. Don’t pick against the Tigers because of their lack of size. They’ve played bigger teams all year, and they’ve actually struggled more against smaller quicker teams. In fact, I would argue that picking against Missouri is the most unpleasant thing you could possibly do this year. With only 7 scholarship players, this group has developed a type of offensive chemistry that will help you rediscover a love for basketball.

I think part of what made the Missouri offense so good this year was the change of pace. Normally when a player goes to the NBA they realize that the game is much faster. But eventually the game slows down. Well, Missouri is having a slow-down moment. While Missouri still plays at an exceedingly fast-pace relative to most teams, it is much slower than what they played under Mike Anderson. Somehow the game is very calm and controlled for them, while remaining at a fever pitch for opponents.

Ricardo Ratliffe is the perfect example. Teams know that he shoots nearly 70% in the paint so they cannot afford to let him get paint touches, but somehow the Missouri guards are always cutting and using screens and finding a way to get him the ball in scoring position. And Ratliffe probably has the quickest release of any post player in college today. He rarely holds the ball and lets the defense react. He catches the ball and gets it up on the backboard immediately

Having said all that, I’m not in love with Missouri’s draw. Let me get to that:

First, I really like Florida over Virginia. A number of the experts say that Virginia likes to play a pack-line defense and force teams to shoot over the top. Well, Florida is not afraid to shoot over the top. But I actually think that is a little over-rated. Virginia has played the pack-line defense, but still been quick enough to get out on shooters. What concerns me more than anything is how poorly Virginia has played since Assane Sene has gone down. The defense just hasn’t been the same without the 7 footer in the middle, and he is not going to be back for the tournament.

And if Florida advances to face Missouri, that’s a dream match-up on paper. While Missouri has succeeded by playing four guards around Ricardo Ratliffe, that will allow Florida to play four guards around Patric Young. And while Kentucky has almost single-handedly convinced the country that Florida isn’t very good, realistically Florida is almost the mirror-image of Missouri. Missouri might be the favorite, but that game would be very close to a toss-up.

And if Missouri faces Marquette in the Sweet Sixteen, Marquette is another team that has the quickness to stay with Missouri. Plus Buzz Williams clearly takes his scouting to another level in the NCAA tournament. Facing his team after a four day break would be a nightmare.

The Left Side of the Bracket (South)

Duke drew the short straw getting placed in the same region as Kentucky. And the Blue Devils were also clearly the least dominant of the 1 and 2 seeds during the regular season. Give Mike Krzyzewski credit for putting together the right non-conference schedule that got Duke the quality wins they need to be a 2-seed, but even the usually Duke-loving Dick Vitale has said that this is not a vintage Duke team. When Vitale says the Blue Devils might lose in the second round of the tournament, you know they have flaws. Now is probably a good time for me to show another Expected Win chart:

Baylor will be the clear pick to upset Duke for some people based on the large amount of NBA talent on their roster. But as an NBA-centered team, they remind me a lot of recent Texas teams under Rick Barnes. Somehow showing off their game for NBA scouts is more important than winning. Baylor proved some skeptics wrong by beating Kansas in the Big 12 tournament, but if Missouri will make you love college basketball, cheering for Baylor will absolutely drive you nuts. You almost have to beg for Perry Jones III to get a post touch, and while Brady Heslip is a great sharp-shooter, he doesn’t seem to have any feel for when to take threes and when to work the offense.

Dark Horses

- I’ve already written at length about how Wisconsin’s numbers are inflated based on crushing a bunch of small teams early in the season. But I do believe the Badgers are dangerous. My main concern with picking them is that at their slow pace, they open up the door to losing any game. Montana is clearly not in Wisconsin’s league, but in a 58 possession game, against a solid Montana defense, the game will probably be close.

- Wichita St. is the most dominant MVC team since Ken Pomeroy began tracking stats, and they have the kind of 7-foot center in Garrett Stutz that a lot of mid-major teams do not. That is why Seth Davis was professing his love for this team on CBS.

- Vanderbilt absolutely has the talent at every position to beat any team in the country. And they should long savor their win over Kentucky in the SEC final. But the main complaint is that the Commodores have failed to play well against weaker teams. With basically the same lineup they’ve lost in the first round of the NCAA tournament in previous years, and they had many games this season where they struggled with weaker opponents. Sure, I’ll believe you if you say they can beat Syracuse. But can they even get to that game?

- Finally, Florida St. is the team that a lot of people are going to be picking based on the ACC tournament title. But again, they have a potential nightmare match-up if they face Cincinnati. The Bearcats are one of the best teams in the country at forcing steals and Florida St.’s biggest weakness is holding on to the ball. Sure, they might be able to beat Ohio St. But can they even get to that game?

Here are more expected wins in the round of 64 and beyond:

- In case it wasn’t clear how terrible the draw is for Memphis and St. Louis. Memphis has the 9th best Pomeroy ranking, but is 22nd in expected wins. St. Louis had the 15th best Pomeroy ranking, but is 39th in expected wins.

- Southern Miss has some of the worst margin-of-victory stats in the field. Don’t pick them to upset Kansas St.

And here is the last of the list:

Parting Thoughts

- Seth Davis said it well at the end of the selection special, the NCAA committee sent a message that non-conference strength-of-schedule matters. That’s why Iona got in ahead of Drexel. And that’s why Missouri was not a #1 seed. A lot of people will argue with that message. What does non-conference strength-of-schedule have to do with evaluating the quality of a team? Isn’t the goal to pick the best teams? But I’ve been watching this show for 20 years, and the committee has always had this emphasis. They want to incentivize teams to play big games early in the season, and whether it is an explicit criteria or not, it is a criteria.

- I still can’t believe Kevin Harlan weaved in a comment about Peyton Manning during the Arizona vs Colorado Pac-12 final. (Yes, Manning probably won’t be choosing between Denver and Arizona based on the outcome of that game.)

- Finally, only Bob Knight could manage to eat an ice cream cone while calling a college basketball game.

The older I get, the more I see that one of the things I love most about sports is the variety of it, the diversity of it and the CHARACTERS. Men’s tennis is at its best in many years because, for the first time in a long time, the top three or four players all have wildly different styles. The Tim Tebow story was fun on so many levels, but one of those levels was that he was just SO DIFFERENT in how he played — I’d say we are entering a great time for quarterbacks, because Tom Brady and Aaron Rodgers and Eli Manning and Drew Brees and Michael Vick and Cam Newton and Tebow and others are not really alike at all.

-- Joe Posnanski

As a basketball fan, I’ve never understood the division that exists between fans of the NBA and the NCAA. While the NBA has the best basketball players in the world, March Madness is compelling in its own right and as entertaining as anything that happens on the professional level.

In the NBA, the owners of the 30 franchises consider turning a profit and getting an equal shot at the top players a right, regardless of how well (or how poorly) they run their organization and the respective size of their fan-bases. Since every losing team is a few ping pong balls from the rights to a LeBron James, Kevin Durant or Dwight Howard, personnel determines scheme in the NBA.

In contrast, the vast majority of the 344 Division I programs in college basketball have little chance of ever receiving a commitment from a McDonald’s All-American. But instead of petulantly trying to sabotage the sport in a misguided effort to legislate fairness, schools try many creative ways of leveraging the talents of the players they can recruit. As a result, scheme determines personnel in the NCAA.

At Syracuse, Jim Boeheim has made a Hall of Fame career out of running a contrarian scheme, in his case an aggressive 2-3 zone. The Orange traditionally have rosters full of “1.5’s”, 6’3+ combo guards lacking the quickness to defend elite PG’s and the size to defend SG’s, and “3.5’s”, 6’8+ combo forwards lacking the quickness to defend elite SF’s and the size to defend PF’s. However, because Syracuse never plays man defense, the athletic deficiencies of their players are minimized.

So while nearly every NBA team runs a fairly similar system of isolations, pick-and-rolls and man defense, an incredibly diverse array of styles can be found in the college game. On one end of the spectrum, teams like Missouri play four guards and pressure the ball 94 feet for 48 minutes, on the other, teams like Wisconsin run a deliberate motion offense, trying to minimize the number of possessions and shoot at the very end of the shot-clock.

In the NBA, the players are too good for the “40 Minutes of Hell” system (which Mike Anderson has brought to Missouri and Arkansas in the last few years) to be successful. Like Mike Leach’s bizarre pass-happy offense in college football, Anderson’s system, which he learned as a member of Nolan Richardson’s staff in Arkansas in the 1990’s, has philosophical holes that professional athletes can exploit. Nevertheless, that doesn’t make them any less entertaining on the collegiate level.

And with 68 teams set to compete in the NCAA Tournament, there are a lot more surprises in the college game. Even programs ranked in the top-15 like Murray State have barely been on national TV this season.

We have a pretty good idea of how teams like the Pacers and the 76ers match up with the top of the Eastern Conference but not whether an undersized Murray State squad can handle the size of an elite team from a Power Six conference. It’s an open question how Isaiah Canaan’s speed and athleticism translates outside of the Ohio Valley Conference. Non-conference play in college basketball generally ends in late December, so it’s almost impossible to gauge how younger teams like Texas, Washington and Tennessee who have found their groove in the last two months will fare in March.

In the NBA, it’s hard to envision a scenario where Chicago, Miami and Oklahoma City aren’t three of the final four teams left in the playoffs. In the NCAA, as many as two dozen teams have a legitimate shot at making a run at the Final Four.

Of course, in terms of entertainment, none of this makes the NCAA necessarily better or worse than the NBA, just different. But, as Posnanski writes, there’s something to be said for the concept of “different” in the modern sports world. Basketball fans of all stripes should enjoy March Madness; the NBA will still be here in a few weeks.