Hey everyone, Josh here. As he did last year, my brother Joel graciously offered to share his insights into this year’s edition of March Madness. Joel has a knack for in-depth sports statistics, and his analysis proves right more often than any other pundit I pay attention to. Last year, he predicted the UNC/Gonzaga title game, and a few years ago, his predictions landed in the 98th percentile on ESPN. So, without further ado, here’s Joel’s analysis:
It’s that time of year again. Winter is over. March Madness is here. It’s time to fill out the bracket.
If you don’t remember my two rules from last year, here’s a refresher:
1) Visit this website: www.kenpom.com
2) Ignore everything else
Ken Pomeroy’s advanced efficiency metrics are the best predictive statistical model available. Pomeroy measures not just who you play, but also how you play, and it’s the first place you should look when filling out your bracket.
There’s a lot to talk about in this year’s tournament, so I’ll dispense with the pleasantries. On to the picks!
SOUTH
First Round Upsets
#12 Davidson over #5 Kentucky
The SEC tournament champs face the Atlantic 10 tournament champs in the first round, and I’m siding with the underdog here for a few reasons.
Statistically, Davidson poses a difficult matchup for Kentucky. Davidson has an excellent offense, with the 8th best effective field goal percentage (EFG%), 4th best free throw percentage (FT%), 4th most assists per possession (Ast/P), 7th least turnovers per possession (TO/P), and the best assist/turnover ratio in the country. These factors add up to the 18th best offense in college basketball, per Pomeroy’s rankings. Davidson is also playing their best basketball of the season by far right now, having won 11 of their last 13 games and moving up 33 spots in Pomeroy’s rankings in just the last month—the best trending team in the entire tournament.
Kentucky hasn’t seen many offenses like Davidson’s this season. The SEC only has one team in the top 50 in Ast/P (Tennessee) and just one team in the top 50 in EFG% (LSU). In the few instances where Kentucky has played a top offense this season, they’ve struggled. Kentucky is 0-3 against Pomeroy’s Top 25 offensive teams (losses to Kansas, UCLA and Auburn).
I also think there are some interesting intangibles favoring Davidson in this matchup. Kentucky is very young and inconsistent. They may be looking ahead to a potential matchup with Arizona and not taking Davidson’s motion offense seriously. Davidson, on the other hand, has had their backs against the wall for weeks, with no margin for error.
A backs-against-the-wall underdog like Davidson often makes noise in the postseason. Last year, Rhode Island had their backs against the wall at the end of February. Like Davidson, the Rams needed to win the Atlantic 10 tournament to take themselves out of the bubble conversation and make the tournament. Rhode Island did just that, and then won their opening game as an 11 seed against 6-seeded Creighton. After that, Rhode Island nearly beat 3 seed Oregon, who went on to go to the Final 4.
Backs-against-the-wall teams translate across all sports. The 2010 Packers needed to win their last few games just to earn a wild card spot, and then ran the table and won the Super Bowl as a 6 seed. Going into last year’s FA Cup Final, Arsenal had no margin for error in the entire final month of the EPL season, needing to win every single game for a chance at a Champions League position. Their opponent, Chelsea, clinched the league title so early they hadn’t played a meaningful game in over a month–before losing to underdogs Arsenal in the Final.
A team that’s had its backs against the wall and comes through it alive doesn’t just have momentum. They have valuable experience playing in high stakes, do-or-die games. This experience can only be generated by the urgency of the situation, and Davidson has it. Kentucky doesn’t.
#11 Loyola-Chicago over #6 Miami
Loyola is one of the popular upset picks of the first round for good reason. The Ramblers are rated very highly by Pomeroy, with the 68th ranked offense and the 24th ranked defense. Miami has struggled down the stretch since losing star player Bruce Brown to an injury. Pomeroy’s metrics make this look like a toss-up, but Miami has played their worst by far at the end of the year without Brown, and Loyola continued to improve throughout the season. I like the Ramblers in a popular upset here.
#10 Texas over #7 Nevada
This is an interesting matchup between 2 teams that are polar opposites. Nevada plays fast and has a great offense. Texas plays slow with a great defense. Nevada plays positionless basketball, starting four 6-7 guys who are versatile and can switch all screens. Texas plays with defined positions, including a 6-9, 245 lb power forward and a 6-11, 225 lb center.
Nevada point guard Lindsey Drew went down with an injury a few weeks ago, and the Wolfpack have really struggled since. Nevada is already at a serious size disadvantage against Texas, and without Drew they may be at a quickness disadvantage in the backcourt too. Give me the Longhorns.
Sweet 16
Virginia over Arizona
Arizona’s DeAndre Ayton is a future NBA superstar, and no single college player can guard him. But a five-man-unit defending as a team can, and that’s exactly what Virginia does. Ayton is great, but Arizona’s guards are not good enough to handle Virginia’s ferocious pack-line defense. Nobody in the Pac 12 plays defense as well as Virginia does, and Arizona will not be prepared for Virginia’s unique style of play.
Tennessee over Cincinnati
In what would be a tough, physical, defensive matchup between two very similar teams, I like Tennessee to win because they have a slightly better offense than the Bearcats. I also think Tennessee is more likely than Cincinnati to make it this far, because Cincinnati might struggle with 15-seeded Georgia State in the first round. These two factors combine to make Tennessee the better pick to advance.
Elite 8
Virginia over Tennessee
This is the best team Virginia coach Tony Bennett has ever had, and this year’s team was lucky to avoid (1) a good team who plays against Virginia’s slow style in their conference and (2) a Top 10 offense in this region. It’s a good draw for Virginia, and I think Bennett makes his first Final 4 this year.
WEST
First Round Upset
#11 San Diego State over #6 Houston
San Diego State is another good backs-against-the-wall team. The Aztecs rank 50th in Pomeroy’s rankings and needed to run the table and win the Mountain West Conference tournament just to get a shot in the big dance. San Diego State did just that, including an eye-opening blowout win over Nevada in the MWC semifinal, when the Aztecs led by 20 or more points for the majority of the game. Pomeroy’s advanced metrics rate Houston very highly, but his formula has been known to overrate teams from Houston’s conference in the past (SMU was very highly rated by Pomeroy in two of the last three years, and they lost their first round game both times). I like San Diego State to pull the upset.
Sweet 16
Gonzaga over Xavier
Gonzaga got a great draw here. They get to stay extremely close to home in Boise for the first two rounds, and then all of the other top seeds in the West region are from east of the Mississippi when the games move to Los Angeles for the Sweet 16 and beyond. Gonzaga is balanced, with a Top 20 offense and defense in Pomeroy’s rankings, which is a great sign. Nearly every NCAA champion in the last 16 years has been in the top 20 on both sides of the ball.
Xavier isn’t as well-rounded as the Zags. The Musketeers have a great offense, but a much worse defense than Gonzaga, and the Zags are the more complete team. Both teams have a lot of valuable tournament experience, but Gonzaga has more: Xavier made a run to the Elite 8 as an 11 seed last year, and the Zags made it all the way to the championship game. Gonzaga is more experienced, they will be more comfortable on the west coast, and they are a more complete team than Xavier. I like them to make their second straight regional final.
Michigan over North Carolina
Michigan visited Chapel Hill in the Big Ten/ACC Challenge back in November and got blown out by the Tar Heels. North Carolina was coming off an embarrassing loss to Michigan State in the PK80 and took out their frustration on the hapless Wolverines, scoring 51 points in the first half and winning 84-70.
That was a completely different Michigan team, however. Freshman Eli Brooks was starting at point guard, and the Wolverines have really turned up their defensive intensity since then. Lockdown defender Zavier Simpson has taken over the starting point guard job, and Michigan’s defense has been one of the biggest surprises of the season.
For the last five years, Michigan has been a team whose offense always was much stronger than its defense. In that timeframe, the only Michigan team with a Top 40 defense was the 2013 Wolverines, who had the 37thbest defense in the country and lost the in the championship game to [REDACTED]. This year’s Michigan team has the 4th best defense in the country. The days when Michigan would give up 50+ points in a half are over.
As always, Michigan coach John Beilein has his team playing its best basketball at the end of the year. Michigan stormed through the Big 10 tournament last week and they are one of the best trending teams in the entire field. This game won’t be played in Chapel Hill, and Michigan is playing much better today than they were in November. North Carolina struggled a lot in two tries against Virginia, an elite defensive team. Michigan isn’t quite as good as Virginia, but they’re close, and I like them to win a rematch on a neutral floor in Los Angeles.
Elite 8
Michigan over Gonzaga
This is a risky Final 4 pick because Michigan faces the best 14 seed by far in the first round, and I’d say there’s a decent chance Montana knocks the Wolverines out right away, but I think Michigan matches up very well against the Zags here. Gonzaga point guard Josh Perkins is the straw that stirs the drink for his team. The Zags rely on Perkins to create shots for himself and others. Simpson can shut Perkins down and make him ineffective, and Gonzaga will need playmakers at other positions to break down Michigan’s tough defense. The Zags simply don’t have those types of players.
On the other side of the court, Johnathan Williams is good enough to slow down Michigan’s star center Moritz Wagner, but I worry that Gonzaga does not have enough perimeter defenders to stop Michigan’s dribble penetration. Villanova’s dribble penetration destroyed the Zags back in December. Michigan will try to attack Gonzaga the same way. When the Wolverines are able to drive into the lane they are lethal at kicking it out and hitting open 3s. That’s what I see happening in this matchup against the Zags.
EAST
First Round Upsets
#9 Alabama over #8 Virginia Tech
The Hokies play small and have multiple guards who want to take their man off the dribble and score in the paint. That’s not a great strategy against Alabama, who has both the athletes to match Virginia Tech on the perimeter and the shot blockers to disrupt their drives at the rim. Virginia Tech also does not rebound well on offense (they rebound just 25.9% of their misses, 311th in the country), so if the Alabama defense bothers Virginia Tech enough that they do miss shots, the Hokies don’t normally get second chances.
Alabama has been inconsistent on offense this year, but I think we got a sneak peek of what future NBA lottery pick Collin Sexton can do in the SEC tournament, when Sexton led the Tide to upset wins against Texas A&M and Auburn. It’s win-or-go-home-season now, and there’s no need for Sexton to try to get all of his teammates involved anymore. It’s time for Mr. Sexton to do his best Kemba Walker impression. I think he is good enough to put this team on his back and win at least one game.
#14 Stephen F Austin over #3 Texas Tech
This game all comes down to Texas Tech’s star guard Keenan Evans and his turf toe injury.
Evans is vital to Texas Tech’s offense. He takes the lion’s share of shots and free throws for the Red Raiders, and the rest of his teammates mostly focus on rebounding his misses and playing tough defense. Tech lost 4 games in a row after Evans got injured, and even though it looked like he might be back and healthy in a quarterfinal win against Texas in the Big 12 tournament, Evans struggled against West Virginia’s press in the semifinal, scoring just 13 points on 14 shots.
Stephen F Austin (SFA) is a poor man’s version of West Virginia. They press like crazy and force a ton of turnovers (the Lumberjacks end 14.4% of possessions with a steal, the best rate in the country). SFA is a bad matchup for a Texas Tech team that sometimes catches the turnover bug (18.8% turnover rate, 166th). Getting steals will be huge for SFA, because steals will lead to chances to score in transition before the dominant Texas Tech defense (3rd best in the country) can get in position.
At the end of the day I think SFA’s pressing style will make Evans uncomfortable and put even more pressure on his injured foot. The Lumberjacks won’t give Evans an inch and they will tire him out. This is a really tough draw for Texas Tech, and I think they go home early.
#10 Butler over #7 Arkansas
Butler has made the tournament nine times in the last eleven years. They’ve only lost their first round game once in that span. Butler wins games in this tournament. It’s just what they do.
Besides that, there are lots of things about this specific matchup to like for the Bulldogs. Butler is significantly better in Pomeroy’s rankings. They are also much more balanced than the Razorbacks. Butler makes nearly 10% more of their free throws than Arkansas does. And Butler will be playing close to home in Detroit, with a chance at a rematch against a huge in-state rival waiting in the second round. Give me the Bulldogs.
Second Round Upset
#5 West Virginia over #4 Wichita State
This year’s Wichita State team is nothing like the teams you remember from the past few years. Every Shocker team in the last five years has been in the top 20 of Pomeroy’s defensive efficiency rankings. This team’s defense ranks 107th.
West Virginia has sometimes struggled with halfcourt offense this season, and they’ve blown a few big leads late in games as a result. I don’t see them having any issues scoring against a Wichita State team that can’t defend anybody. This would be a shootout, and a lot of fun to watch, but at the end of the day I trust West Virginia’s ability to get defensive stops a whole lot more than Wichita State.
Sweet 16
Villanova over West Virginia
Villanova is the best offensive team in Pomeroy’s rankings, with a Top 5 EFG%, FG%, and assist/turnover ratio. They shoot 3s really well, and always have multiple guys on the floor who are threats both to score from distance and to create for themselves and others off the dribble. West Virginia has sometimes struggled to get stops, especially against experienced guards and skilled 3 point shooters. Kansas beat West Virginia three times this season with this combination of players, and Villanova is a better version of the Jayhawks.
Florida over Purdue
Purdue looked like the best team in the country in January, but they really struggled down the stretch. The Boilermakers are the worst trending team in the entire field, dropping further than even Oklahoma in Pomeroy’s rankings last month. Big 10 teams figured out an effective strategy to contain Purdue’s excellent offense over the course of the conference season by not helping off any of Purdue’s plethora of shooters and refusing to double-team Purdue’s gigantic center Isaac Haas. Florida is perfectly suited to adopt a similar approach.
Florida’s biggest strength is their perimeter defense. They have the personnel to handle Purdue’s perimeter options one-on-one, and not let any of the Boilermaker shooters get open. They’ll let Haas get 30 points on 20 shots if they can stop everyone else. This strategy worked well for the likes of Michigan, Michigan State, Ohio State and Wisconsin at the end of the Big 10 conference season, and it can work for Florida too.
Elite 8
Villanova over Florida
Florida has the pieces to pull the upset here, because they are one of the few teams with a backcourt that can match up with and slow down Villanova’s superstar guards. But at the end of the day I’ll side with Villanova. Their offense is much more consistent and reliable than Florida’s. And the Wildcats have multiple key players who have been to the Final 4 before, which Florida does not.
MIDWEST
First Round Upsets
#12 New Mexico State over #5 Clemson
Clemson has struggled since losing Donte Grantham to injury last month, losing 5 of their last 8 going into the tournament. The Tigers are playing in the NCAA tournament for the first time since 2011, and the selection committee rewarded them with a daunting draw all the way across the country in San Diego.
New Mexico State has gone dancing five different times since Clemson last got an NCAA bid, and they return a lot of players from a team that lost to Baylor in the first round last year. The biggest difference with this year’s version of the Aggies is their first year coach, Iowa native Chris Jans. Jans took the job in New Mexico after working with Gregg Marshall on Wichita State’s coaching staff for nine of the last ten years. He seems to have a knack for coaching defense, because the Shockers’ defense fell off a cliff when Jans left Wichita, and New Mexico State is playing their best defense ever in their first season with their new coach. Pomeroy ranks the Aggies’ defense as the 14th best in the country this year. None of the five New Mexico State teams that made the tournament in the last seven years had a defense in the Top 75.
In years’ past, the best recipe for a first round upset has been when a favorite with a mediocre offense matches up against an underdog with a stingy defense. That’s exactly what’s in play here. I like the Aggies.
#11 Syracuse over #6 TCU
Syracuse would have to beat Arizona State on Wednesday night for a chance to play TCU, but all 3 teams in consideration here are very unbalanced. Arizona State and TCU have great offenses and soft defenses. Syracuse has a great defense and a very inconsistent offense.
I like Syracuse to advance. Arizona State’s worst offensive game of the season was in early February at Washington. The Huskies hired longtime Syracuse assistant Mike Hopkins as their head coach last year, and Washington’s version of the Syracuse zone held the Sun Devils their lowest point total of the season in a 68-64 Huskies victory. Washington’s defense ranks 62nd in the country. Syracuse’s defense runs the same exact principles, but executes them at a much higher level, because the Orange’s defense is ranked 11th in the country.
TCU head coach Jamie Dixon has a lot of experience coaching against Jim Boeheim and the Syracuse zone from his time as the head coach of Pitt, where Dixon enjoyed an incredible 15-6 record against Syracuse in 13 seasons, both in the old Big East and the new ACC. On the other hand, Dixon really struggled in the NCAA tournament at Pitt. His career tournament record is just 12-11, and he’s lost to a lower-seeded team six different times in eleven tries.
TCU was on track for a much higher seed than this early in the year, but they struggled after star point guard Jaylen Fisher was injured in mid-January. The Horned Frogs are just 8-6 since losing Fisher, and only three of those eight wins were against tournament-level teams. Syracuse isn’t exactly on fire coming into the tournament either (the Orange are 5-7 in their last 12 games), but at the end of the day, when choosing between 3 teams with very little momentum going in to the tournament, my instinct is to pick the one with the best and most experienced tournament coach. That’s Syracuse.
Sweet 16
Kansas over Auburn
The NCAA seems to always put Kansas as close to home as possible, and that didn’t change this year. Kansas’s path to the Final 4 never takes them any further than 3 hours from their campus. They also got by far the softest draw of any #1 seed, as both #5 seed Clemson and #4 seed Auburn have faded down the stretch after good starts to the season. I don’t think Auburn is experienced enough to overcome what will be a tough road environment for them in Omaha. Give me Kansas.
Michigan State over Duke
These two teams played in a great game at the United Center in Chicago at the beginning of the year. Duke’s star freshman Marvin Bagley was poked in the eye early in the first half and missed most of the game, but Duke still won, 88-81. Grayson Allen was incredible in that game, scoring 37 points and going 7-11 from beyond the 3 point line.
I like the Spartans to win the rematch. I don’t expect Allen to repeat his incredible performance, and I think it’s more likely that Allen starts forcing shots after a few don’t fall, simply because he played so well in the first matchup. When Allen hunts his own shots and refuses to share the ball with his more talented teammates, Duke is much easier to beat.
Michigan State has the athletes on defense to match up with Duke’s pair of NBA lottery picks in the frontcourt and keep them off the offensive glass. That’s a big priority for anyone who wants to beat Duke, because the Blue Devils’ 3rd ranked offense is powered mostly by their incredible 43.1% offensive rebound rate (1st in the country). On the other side of the ball, Michigan State has both the offensive rebounding rate (39.3%, 10th) and 3pt shooting (41.3%, 5th) required to score points against Duke’s 2-3 zone defense.
Elite 8
Michigan State over Kansas
I don’t really think a game between these two teams would be very close. Kansas has nowhere near the physicality required to handle Michigan State’s big bruisers in the frontcourt. The Jayhawks have an average defensive rebounding rate, which would be a big problem against either the Spartans or the Blue Devils in this round. Perhaps Kansas could shoot enough 3s to neutralize Michigan State’s first rate shot blockers (the Spartans block a shot on 11% of possessions, the best rate in the country), but the Kansas defense (46th) is nowhere near good enough to slow down Michigan State’s offense. The Spartans lead the country in Ast/P and they are in the Top 10 in nearly every offensive statistic. Tom Izzo will lead the Spartans to his eighth career Final Four.
FINAL FOUR
Michigan over Virginia
I could see this game going either way. The smarter pick might be Virginia here–just because their path to the Final 4 is much easier than Michigan’s. But if it does come down to a matchup between the Cavaliers and Wolverines, I like Michigan to pull off a mild upset. Michigan has experience playing against Virginia’s style of play in the Big 10. Michigan prefers to play at Virginia’s tempo, and they would be comfortable in a slow, low-scoring game. And the Wolverines are a much better shooting team than the Cavaliers (34th EFG% to 94th, respectively).
Both teams have incredible defenses, but Michigan coach John Beilein is more experienced and has been more successful in the NCAA tournament than Tony Bennett. Obviously Virginia would be the best defense Michigan has played against all year, but the Wolverines would pose the same exact challenge to the Cavaliers. So I’d expect Beilein to draw up some plays and get his team more open shots than Bennett can, in what would be a nail-biting, defensive, low-scoring, awesome game (if you are in to that sort of thing).
Villanova over Michigan State
This would most likely be the complete opposite of the other semifinal—a fast, back-and-forth, high-scoring shootout. The Spartans lost twice to Michigan this year and struggled to guard Michigan’s shooters all around the perimeter. Villanova plays the same way as Michigan, except much faster, and they score the ball much more efficiently than the Wolverines. The Wildcats shoot a ton of 3s, which would neutralize the Spartan shotblockers, and Michigan State simply does not have enough quick perimeter defenders to stay in front of Villanova’s excellent group of guards. If I was going to pick out one weakness in Michigan State’s team, it’s that they have just a little too much size and not quite enough quickness. That’s the worst flaw possible when facing Villanova’s guards.
NATIONAL CHAMPIONSHIP
Villanova over Michigan
Back in the Elite 8 I said that if Gonzaga had enough playmakers at multiple positions they’d be more likely to beat Michigan, because it’s much easier to score against the Wolverine defense if you let whoever Zavier Simpson isn’t guarding handle the playmaking responsibilities. Villanova has the variety of playmakers to do exactly that. Michigan has some smart, poised seniors and some future pros, but not NBA lottery-level talent or Final 4 experience. Villanova has both. When healthy, the Wildcats have been the best and most complete team in college basketball this season, and I think they’ll win it all.