I feel that this is an opportune moment to
review the World Cup: the past (games so far), present (today’s games), and
future (the rounds to come, and some recommendations for future tournaments). My
policy for the blog requires also that I review the (generally sad) state of my
forecasts, as well. At this moment, 44
of the 63 competitive games have been played; 13 teams have qualified for the
Round of 16; 11 teams are eliminated, while the eight teams playing today
(Thursday) will decide the remaining three spots (Belgium is guaranteed a spot,
but whether it finishes first or second is yet to be determined).
State of Play: I have to say that that the competitive level
and entertainment value of the tournament so far has been a rousing
success. Without researching the
statistics on this, I would guess that the number of goals is up from 2010 by
20-30%, but even more importantly, there have been very few games where teams
just showed up, gave a halfhearted effort
and settled for a result—even the 0-0 games have had their moments (such
as Brazil-Mexico).
Another factor making this year’s version a
success is the evident parity, and resulting in increased possibility of surprising
outcomes. Only two teams will exit
without gaining at least a standings point from a win or draw (Australia and
Honduras), and only three teams have won all three of their games (Colombia, Netherlands
and Argentina, with Belgium’s third game today). It
seems that all the teams are good enough to have had at least one competitive
game, and all the strong teams have enough weaknesses to have had at least one
game in which they were not dominant (definitely true for Argentina, vs. Iran;
Colombia and Netherlands had to come from behind to win in one of their games.
Then there have been the group-level-result surprises. Costa Rica’s winning its group was a complete
surprise—most would have predicted the Ticos for fourth place, behind three past winners
(Italy, England, and Uruguay). Spain’s unexpected
collapse, of course, has to be mentioned.
Algeria and Iran showed more than expected. After barely making it out of qualifying,
Mexico’s strong first-round performance counts as a surprise. Despite having
finished as runner-up in 2010, few saw Netherlands’ superior performance
coming—or France’s, after their disastrous 2010. Only a few spotted Belgium’s potential to emerge
so strongly (I, in a contrarian failure, saw it, and decided it was overstated).
Finally, we need to acknowledge the strong
performance of the Americas in the tournament so far. In the six groups that have concluded play, 7
of 9 teams from the Western Hemisphere have gone forward (only Honduras and
Ecuador, both from Group F, did not do so), while 10 of 15 teams from the other
continents did not qualify for the next round.
There is only one team—the United States—from the Americas among the
eight teams playing today, but I give thenorteamericanos a better-than-even
chance of advancing (see below).
Geography may have contributed—there is the well-known fact that a team
from the Americas has won every time the event has been conducted there—but the
rigorous battle to qualify in South America has produced nothing but quality,
while the North/Central America (plus Caribbean) region, called CONCACAF, has
earned new respect as well.
My performance in the prediction bracket competition (mine on ESPN) has not been so scintillating; the errors above were among the many. I generally did OK in picking group winners (with the exception of Costa Rica and Holland) but quite badly in picking the second-place teams. So, my mediocre ranking may rise a bit if things return more to form later (see below). With regard to the other contest ESPN has, in which you pick every game (in the first round, you either pick the favorite to win or the underdog to win or draw; I like the format) I am doing much better, in the high-90's percentile (and at the top of the two groups I joined, "Fans of San Marino" and "Fans of Taiwan")*. I went a bit more outside the normal bounds of expected results and was rewarded, though I am still not anywhere near the prize-winning levels.
Today’s Games
Two groups play their final first-round
games, and all eight teams have, at least nominally, something to play
for. In each group there is one game of
primary importance and one more secondary.
In Group H, with the late games, the key
one is the game which is basically for second place, between Algeria and
Russia. The significance of the other
game, Belgium-South Korea, depends almost entirely on the outcome of Algeria-Russia: if Algeria doesn’t win, and win big (by at
least two goals), Belgium has nothing to worry about to claim first place in
the group. If Algeria does win, South
Korea can do nothing. If Russia can win
or get a draw, though, then the other game comes into play more: If Russia draws with Algeria, it is out, but
South Korea can get second with a big win over Belgium (which will have no
stake in its game); if Russia wins, South Korea could edge it out with a
sufficiently large win. The most
probable outcome is that the Algeria-Russia winner (or Algeria, in the case of
a draw) will get second and Belgium gets first.
In Group G, the so-called “Group of Death”,
the most salient question (with all due respect to the others’ fates) is what
will happen to the United States, and that depends mostly (but not entirely) on
the game of Germany vs. the USMNT (the awkward official initialization—US Men’s
National Team—which the press has adopted given the proliferation of other
“American” teams). The other game,
Ghana-Portugal, is of secondary importance:
Ghana has a chance depending on certain US-Germany outcomes, while
Portugal needs both to win big and get lucky with the other game to have a
chance.
The range of outcomes, and my estimate of
their likelihood, is as follows:
- US defeats Germany (any score): US gets first and Germany gets second, unless the Germans get beaten by a lot of goals (US first – 10%, Germany not second – 0.1%)
- US and Germany draw: Germany gets first on goal difference, US gets second (25%)
- US loses, Ghana wins, and the sum of US margin of defeat and Ghana margin of victory >2: Germany gets first, Ghana second (15%)
- US loses, Ghana wins, and the sum of US margin of defeat and Ghana margin of victory =2: Depends on the number of goals scored by US and Ghana in today’s games. The US has four goals in two games, Ghana has three, so if Ghana scores two more than the US, it gets second. (5%)
- If (US loses, Ghana wins, each by one goal, and…) Ghana scores one more goal than the US, the US advances based on its head-to-head record (a win) vs. Ghana; (9%)
- If (given US loss, Ghana win, each by one goal) Ghana scores the same number of goals as the US, or less, the US advances—same standings points, same goal difference, but a higher number of goals scored. (10%)
- US loses, but Ghana doesn’t win—Germany gets first, US gets second, unless the sum of the US margin of defeat and Ghana’s margin of defeat> 4. (24%)
- If that sum>5, Portugal goes through as second (1%)
- If it’s 5, then goals scored (US has 4, Portugal 2, so far) would be next, head-to-head wouldn’t help, and it could actually come down to a random drawing of lots. (1% for all those possible outcomes)
This adds up to the following: First place: Germany - 90%, US - 10%; Second
place: Germany 9.9%; US – 68% (plus a
little); Ghana 20% (plus a little); Portugal 1% (plus a very little), those
three little bits adding up to 1.1%. I
will check later (and put in comment) what Nate Silver’s estimates are on
Fivethirtyeight.com.
This (78%+ chance of advancing) is a pretty
decent situation for the US, and they earned it. The win against Ghana was an extremely tough
test of their will which they passed with flying colors. The draw against Portugal was disappointing
in the end, due to the magnificent, Beckham-esque crossing pass made in the
fifth and final minute of second-half stoppage time by Cristiano Ronaldo (who
had an otherwise bad game: he seems to
have trouble, whether a knee problem or a brain one, getting his shots off),
but I thought the US strategy was excellent (midfield press, coordinated
forward movement, long Klinsmann-esque passes down the flanks), and they
dominated all but the first ten minutes and the last half-minute. But sometimes that gap is enough to lose the
game, so the US shouldn’t feel cheated.
The problem for the US, which I hope
emerges clearly from the analysis above, is that a defeat vs. Germany is quite
probable, while Portugal has little hope to gain anything from its game with
Ghana. (If you follow through with all the numbers above, I’ve got Ghana winning
60% of the time within the 65% of the probability in which its outcome
matters.) We US backers (I avoid the term “USA” at all costs) must hope for
Portugal to play well out of pride and that we avoid disaster vs. Germany. This suggests the US may be cautious, but
that would be a mistake: goals scored
could be a decisive factor. The best
strategy is to come out aggressively, contest the Germans, then, if things
start to go bad, don’t overcompensate, hunker down, take a one-goal defeat, and
hope Ghana doesn’t win big.
Looking Ahead—Remainder of the 2014 Tourney
If we look at the Round of 16, it is set up
so that a group winner faces a runner-up in each match. Picking the favorites in those (and assuming Groups
G and H play out as they currently stand), we would get the following matchups
in the quarterfinals: Brazil-Colombia,
France-Germany, Holland-Costa Rica, and Argentina-Belgium. That would, in my view, lead to expected
semifinals of Brazil-Germany and Holland-Argentina, and to the Brazil-Argentina
final I have always expected. (The big
change is the disappearance of Spain, with Holland the mostly likely winner
from that quarter of the bracket.) Based on experience to date, I would expect
about 25% of those individual game predictions to be wrong, from the Round of
16 to the Semifinals.
So, where are the upsets most likely? In the “top left” quarter we have four South
American teams—Brazil-Chile and Colombia-Uruguay in the Round of 16. These teams are all familiar with each other;
established history of the various matchups might give a clue, but I would say
that Colombia-Brazil in the quarterfinals could be the place for one of the
most consequential upsets in the whole tourney, one that upsets all the conventional
thinking (the equivalent of Holland over Spain in the first round). Holland-Mexico appears to be a very
interesting Round of 16 matchup, but I maintain my skepticism with regard to
Costa Rica in that quarter. Obviously,
if Germany does not finish first in its group it will have a great effect, as
they would (probably) then play Belgium and likely face Argentina in the
quarterfinal. Finally, either France or
Belgium has shown the potential to go far in the tournament, though they would
probably have to go through Germany or Argentina, respectively; though,
inversely, I think the US would present a serious threat to Belgium in the
Round of 16 if it ends up second in its group (and Belgium first in its one).
Longer Range Thinking
The international soccer sponsoring body,
FIFA, may feel reduced pressure because the tournament has satisfied, but I
think they should not be let off the hook.
In particular, their approach to selection of locale and follow-through on the host's execution was deficient in the case of Brazil and, so far, looks even worse for the next
two places they have selected (Russia/Poland in 2018, and Qatar! In 2022). Unfortunately, in these matters they seem to
answer to no one.
In terms of lessons from this tournament,
it is obvious that the referees need the help which is available through
instant replay for critical decisions. I
would propose something like the challenge system which exists now in tennis,
American football, and baseball, which allows for a severely limited ability to
challenge coming from the team which feels it has been hurt by a referee or
line judge’s ruling. The challenge must
come “immediately” (say, within 10 seconds). These would be mostly for
decisions that were called, or that should have been called, for: offsides,
fouls resulting in a penalty kick or a red card. (Replay is already used to
determine whether the ball crosses the goal line in the case of a possible
goal.) One challenge per team, per half,
maximum, with a two-minute break for the referees to have one of their own
consult the video replays and make a decision, overturning the originaldecision
only when there is definitive evidence.
Finally, the Third Place Game has always
been a bugaboo for me—it violates the general spirit of professional soccer and
is basically a glorified exhibition game.
With these highly paid athletes, the risk of injury is too high to waste
on a meaningless game. They should
cancel this one, but I would take it further and suggest consideration of
cancellation of any game which cannot have an effect on the group-level
qualifications: due to the parity I
discussed before, there has only been one this year which, in advance, was
known not to have any possible effect—Spain vs. England (several others ended
up having no effect, but they might have had some conditional on differing
outcomes in the other game held simultaneously). In those cases of useless games, they should
give all the ticket-holders a voucher for the value of the ticket and let them
spend them in the country. The tourism
industry will benefit, and no one will be hurt.
*Don't ask why; basically they were chosen as small groups where I could find easily where I stand.
*Don't ask why; basically they were chosen as small groups where I could find easily where I stand.