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Chris Anderson and David Sally

THE NUMBERS GAME

Why Everything You Know About Football is Wrong


Contents

Football for Sceptics – The Counter(s) Reformation

BEFORE THE MATCH: THE LOGIC OF FOOTBALL NUMBERS

1. Riding Your Luck

2. The Goal: Football’s Rare Beauty

3. They Should Have Bought Darren Bent

ON THE PITCH: FOOTBALL ‘INTELLIGENCE’ AND WHY LESS CAN BE MORE

4. Light and Dark

5. Piggy in the Middle

6. The Deflation of the Long Ball

7. Guerrilla Football

IN THE DUGOUT: BUILDING TEAMS, MANAGING CLUBS

8. O! Why a Football Team Is Like the Space Shuttle

9. How Do You Solve a Problem Like Megrelishvili?

10. Stuffed Teddy Bears

11. The Young Prince

AFTER THE MATCH IS BEFORE THE MATCH

12. Life During the Reformation

Notes

Bibliography

Acknowledgements
To our home teams
Kathleen, Nick and Eli
Serena, Ben, Mike, Tom and Rachel
Football for Sceptics – The Counter(s)
Reformation

In sports, what is true is more powerful than what you believe, because what is true will give
you an edge.
Bill James

Seven words have long dominated football:


That’s the way it’s always been done.

The beautiful game is steeped in tradition. The beautiful game clings


to its dogmas and its truisms, its beliefs and its credos. The beautiful
game is run by men who do not wish to see their power challenged by
outsiders, who know that their way of seeing the game is the true way of
seeing the game. They do not want to be told that, for more than a
century, they have been missing something. That there is knowledge
that they do not possess. That how things have always been done is not
how things should always be done.
The beautiful game is wilful in its ignorance. The beautiful game is a
game ripe for change.
And at the centre of that change are numbers. It is numbers that will
challenge convention and invert norms, overhaul practices and shatter
beliefs. It is numbers that let us glimpse the game as we have never seen
it before.
Every world-class club knows this. All of them employ analysis staff,
specialists in data collection and interpretation who use all the
information they can glean to plan training sessions, design playing
systems, plot transfers. There are millions of pounds and hundreds of
trophies at stake. Every club is prepared to do anything it takes to gain
the slightest edge.
But what none of those clubs has yet managed to do is take those
numbers and see their inner truth. It is not just a matter of collecting
data. You have to know what to do with them.
This is football’s newest frontier. It is often said that football cannot,
or should not, be broken down into mere statistics. That, critics say,
removes the beauty from the beautiful game. But that is not how the
clubs who fight to win the Champions League or the Premier League or
the nations battling to lift the World Cup see it, and neither do we. We
believe that every shred of knowledge we can gather helps us love
football, in all of its complex glory, all the more. This is the future.
There is no stopping it.
That is not to say all of football’s traditions are wrong. The data we
are now able to gather and analyse confirm that some of what we’ve
always thought was true really is true. Beyond this, however, the
numbers offer us further truths, make clear things we could not have
known intuitively and expose the falsehoods of ‘the way it’s always been
done’. The biggest problem resulting from following a venerated
tradition and hardened dogma is that they are rarely questioned.
Knowledge remains static while the game itself and the world around it
change.

Asking Questions
It was a simple question, asked in that bewildered tone Americans often
use when discussing football.
‘Why do they do that?’
Dave and I were watching Premier League highlights, and something
had caught his eye. Not a moment of dazzling skill, or bewitching
beauty, or even inept refereeing, but something altogether more
mundane. Dave was baffled, like countless central defenders before him,
by Rory Delap’s long throws.
Every single time Stoke City won a throw-in within hurling distance of
the opposition box, Delap would trot across to the touchline, dry the ball
with his shirt – or, when at home, with a towel handily placed for that
very purpose – and proceed to catapult it into the box, over and over
and over again.
To me, as a former goalkeeper, the benefits of Delap’s throws were
obvious. I explained it to Dave: Stoke had a decent team, but one
lacking a little in pace and even more in finesse. What they did have,
though, was height. So why not, when the ball goes out of play, take the
opportunity to create a chance out of nothing? Why not cause a little
havoc in your opponents’ ranks? It seemed to work.
That did not sate Dave’s curiosity, though. It simply served to make
him ask the next logical question.
‘So why doesn’t everyone do it?’
The answer to that was equally obvious: not everyone has a Rory
Delap, someone capable of hurling the ball great distances with that flat
trajectory, like a skimmed stone, that panics defenders and confuses
goalkeepers.
Dave, himself a former baseball pitcher, tried another tack: ‘But can’t
you try and find one? Or make one of your players lift weights and
practise the javelin and the hammer?’
There was a problem with this. Yes, Dave’s questions, like those of a
persistently inquisitive child, were getting annoying; more irritating
still, I did not have a good answer.
‘You could play the game the way Stoke do,’ I countered, ‘if you have
a Delap and loads of tall central defenders. But it’s just not very
attractive. It’s not what you do unless you have to.’
‘Why?’ Dave responded, with crushing logic. ‘It seems to work for
them.’
And that was it. All I had left, like a frustrated parent, was one word.
‘Because.’
Because there are some things you don’t want to do when playing
football. Because, even though a goal created by a long throw is worth
just as much as one from a flowing passing move, it’s almost like it
doesn’t count as much. Because, to a purist, they’re somehow not quite
as deserved.

But Dave’s endless questions – Why? Why? Why? – nagged at me. If it


But Dave’s endless questions – Why? Why? Why? – nagged at me. If it
works for Stoke, why don’t more teams do it? Who was right? Stoke,
who were responsible for almost a third of all the goal-scoring chances
from throw-ins created in the Premier League that year – or everyone
else, who clearly felt they did not need, or did not want, the long throw
in their arsenal?
Why are there some things that are just ‘not done’?
Why is football played the way it is?
We attempted to answer these two very big questions by applying our
knowledge and skills – as a political economist in my case and a
behavioural economist in Dave’s – our discipline as social scientists, our
experiences as a goalkeeper and a baseball pitcher, and our love for
sports and for solving hard problems. The result rests in your hands – a
book about football and numbers.
Football has always been a numbers game: 1–1, 4–4–2, the big
number 9, the sacred number 10. That will not change and we don’t
ever want it to. But there is a ‘counters-reformation’ gathering pace that
may make another set of figures seem just as important: 2.66, 50/50,
53.4, <58<73<79, and 0 > 1 will all prove to be essential for the
future of football.
This is a book about football’s essences – goals, randomness, tactics,
attack and defence, possession, superstars and weak links, development
and training, red cards and substitutions, effective leadership, and firing
and hiring the manager – and the way these relate to numbers.

The Analytics Hub


The neat, unassuming, thoughtful types who make their way to Boston
every March for the Sports Analytics Conference hosted by the
prestigious MIT Sloan School of Management make unlikely gurus for
anyone seeking a glimpse into football’s future or its essence. But these
are the coaches, staff and executives of the world’s major sports teams
who gather every year to develop, learn about and map out the numbers
game.

Association football is a sport that has long been determined by finely


Association football is a sport that has long been determined by finely
tuned athletes and stony-faced managers. The sort of men and women
who would sit happily through such presentations as ‘Deconstructing the
Rebound with Optical Tracking Data’, or the irresistible ‘Next
Generation Sports Coaching Using Mobile Devices’, have not found the
game a welcoming environment. That, though, is starting to change.
Analytics – ‘the discovery and communication of meaningful patterns in
data’1 – is booming in dozens of industries, and sport is beginning to
awaken to its potential. Analytics is much more than just spreadsheets
and statistics: it is an openness to data and information of all kinds –
formal, informal, categorized, disorganized, observed, recorded,
remembered, etc. – and it is a determination to find whatever truth,
patterns and correspondences they may contain. Baseball, basketball and
American football have embraced analytics. Football is some way
behind, more reluctant to embrace the future.
Among the 2,000 or so delegates – up from 200 in 2007 – are
representatives of some of Europe’s leading football clubs, as well as the
data-producing companies who try to quench the game’s seemingly
insatiable thirst for information.
They are, for now, just a handful – delegates from the US sports still
form the core audience; David Gill, Chief Executive of Manchester
United, can wander these halls unmolested, as he did at the 2012
conference, while Bill James, baseball’s analytics pioneer, is treated as a
celebrity – but they are increasing in number every year.
Analytics is sport’s cutting edge, and in football it is growing
exponentially. Managers, scouts, players and owners all want an
advantage, and knowledge is power. These are the men and women who
supply it. Every year, in that Boston convention centre, gather the
game’s new pioneers.
They are not there simply to discuss how to collect as much data as
possible. As Albert Einstein said: ‘Not everything that counts can be
counted, and not everything that can be counted counts.’ Instead, they
want to know how they can use that data to win this week, this season.
That’s not an easy task. Clubs are being inundated by a torrent of
information as the nascent science of analysis explores its possibilities.
Mike Forde, Chelsea’s forward-thinking Director of Football Operations,
claims that his team has gathered around ‘32 million data points from
something like 12,000 or 13,000 games’.2
Some of these will have been gathered by the club itself, from
scouting and match reports, recorded on the state-of-the-art video and
computer equipment no self-respecting football club would be without.
The rest of it will have been provided by the likes of Opta, Amisco,
Prozone, Match Analysis, or StatDNA, companies that provide clubs
with ever more elaborate data sets to pore over in search of the slightest
gain. Aside from match data, clubs also keep detailed medical records
and training logs – injury prevention and rehabilitation are among the
frontiers in football analytics – along with data on which players sell
more shirts and which put more bums on more seats and which games
sell more pies and pints. There is an arms race here: clubs and
companies desperate to outdo each other to prove how comprehensive
they can be, how many things they can count.
Gathering the information is just the first step. The clue to analytics is
in the name. To make those numbers mean something, to learn
something from them, they must be analysed. The key, for those at the
vanguard of what some have called a data ‘revolution’ and what we
think of as football’s reformation, is to work out what they need to be
counting, and to discover why, exactly, what they are counting counts.

Football Analytics Today


Deep inside Roberto Martínez’s home stands a 60-inch, pen-touch
television screen; it is linked to his personal computer, which is loaded
with Prozone’s most advanced software. After returning from a match,
Wigan’s Spanish manager – who will emerge as one of the heroes of this
book – will spend hours locked away watching his side’s latest game
again and again; often, he will need to see the fixture ten times before
he is satisfied. ‘My wife was delighted when I had it installed,’ Martínez
told the Daily Mail. ‘But she understands I need that space and time to
be able to come back to being myself. Once I find a solution, I’m fine.’3
Martínez is far from atypical. Football can still be an old-fashioned
business, where managers follow the time-honoured tradition of
collecting intelligence and information by themselves, by watching
players in training and in matches, reading the news, consulting their
staff, listening to their scouts. But clubs at the elite level complement
that with an analysis department, staffed by trusted adjutants who can
help their manager see what is and isn’t there.
That is what Steve Brown and Paul Graley do for David Moyes at
Everton. The manager’s match analysts spend hours preparing and
auditing Premier League games in meticulous detail, examining the
attack and defence of their own players and the opposition, preparing
background materials on each player’s immediate opponent. Before a
match, they will examine at least five of the opposition’s previous
games, compiling scouting reports and combining them with Prozone’s
data. Using these data and video, they look at style, approach, strengths,
weaknesses, positional organization and the follies and foibles of their
players. All of that is boiled down and presented to Moyes, who
summarizes further and delivers the assessment to his squad.
Brown and Graley also work one-on-one with individual players. Some
will sit with them before the match to do some homework and go
through their direct opponent’s patterns of play. Sometimes they cram
collectively, talking things through as late as game day – especially
when opposition players are either playing in unusual positions or new
players come into the opposition team. As soon as the match is over, the
Everton staff start their post-mortem. Graley will go through the game a
number of times, along with the coaches, and summarize and review
what worked and what didn’t. Again, the manager is part of the process,
and individual players regularly learn what they did well and badly so
they can adjust for next time.
You might think that the men whose job it is to break down your
team’s and your opponent’s strengths and weaknesses – the men who
hold the key to next Saturday’s victory – sit near the centre of Everton’s
universe, right next door to the manager.

And yet, when we visited them at the club’s Finch Farm base on the
And yet, when we visited them at the club’s Finch Farm base on the
outskirts of Liverpool, we found that their office is just one of many
along a corridor leading to the canteen. It is a functional, unspectacular
space. There are few clues as to the nature of the work that goes on here:
file folders sit on top of standard-issue desks next to desktop computers;
Steve and Paul sit on ordinary swivel chairs. It could be any office,
anywhere, in any industry.
Only the tactics whiteboard in the corner, and the software on screen,
hint that this is a room dedicated to analysing the best way to maximize
performance in one of the world’s most glamorous, rich and exciting
leagues.
It is somehow fitting that the analysts at Everton – and those we’ve
seen elsewhere – are but one spoke in the wheel of a club’s football
operation. Brown and Graley and their ilk are relatively novel creatures.
Generally, in football, nobody is quite sure what to do with them. They
are the latest addition to the manager’s back-room staff; not as
established as coaches, scouts, physiotherapists or even psychologists,
their place in the pecking order is uncertain.
Their arrival, though, has not gone unnoticed by the market. In the
decade or two since the first football analysts were appointed a whole
industry of data providers has emerged to satisfy their appetite, their
endless desire, for more – and better – information to pass on to their
managers.
The first of these companies to emerge was Opta Sports, started by a
group of management consultants who, in the 1990s, decided to create
an index of player performance in football. As Content Director Rob
Bateman told us, the aim was simply ‘to get the brand into the public
eye’. Opta contacted the Premiership (as the top tier of English football
was known between 1993 and 2007); they were given funding by
Carling, who sponsored the league at the time, and former Arsenal and
England coach Don Howe came on board to provide football expertise.
They launched the index in 1996 on Sky Sports and in the Observer
newspaper, but soon discovered that the information they were
collecting was far more valuable than the publicity the index brought
the company. They could sell it to media outlets, near and far; later,
they would discover that clubs were just as desperate for it.
When Opta started, each game’s events took about four hours to code,
using a pen and paper and pressing stop/start on a video recorder. The
actions they noted were basic: passes, shots, saves. The level of detail
their analysts record now is a world away from those unassuming
beginnings. Take the 2010 Champions League final between Bayern
Munich and Inter Milan. That night, Opta’s team of three analysts logged
a total of 2,842 events, around one every two seconds of the game. One
was designated to monitor Inter, one Bayern, each one an expert in their
subjects – they had been following their games, tracking all their actions
and movements, all season. They were joined by a teammate in the role
of overseer, pointing out mistakes and omissions.
More than a decade on from their birth, though, Opta are just one of a
number of path-breaking companies formed to satisfy football’s
increasing addiction to data. Everton, as we saw when we were
welcomed into Steve Brown’s inner sanctum, subscribe to Prozone, a
Leeds-based company set up to deliver data specifically designed to help
with the coaching and scouting of players. In summer 2011 it merged
with a French rival, Amisco, and between them the two brands now are
among the industry’s leaders.
Where clubs had once relied on good relations with their opponents to
obtain videos of their most recent games – a system dependent on
reciprocal trust which often proved misplaced when match videos were
inexplicably lost – Amisco and Prozone developed the technology not
only to allow the rapid analysis of a team’s matches, but to collect even
more data.
They mounted cameras high above the pitch to track individual
players, to give coaches, sports scientists and the like the sort of
information they craved: how much running a player did and at what
speed, how the flow of the game affected events. Later they combined
the video with software that allowed players and actions to be tagged:
now it is easy to compile footage of an individual’s actions, or of all the
goals your opponents have conceded. Martínez can watch all his team’s
corners or all his midfield’s misplaced passes from a comfy armchair at
home at the click of a button.
Prozone and Opta are not alone. There are many other companies
working in the same arena across the world: Impire in Germany,
Infostrada in the Netherlands and Match Analysis and StatDNA in the
United States …
All are benefiting from the boom as the markets to which they sell
their data expand seemingly without limit. There are the coaches,
players, executives, journalists, fans and even academics who have a
growing appetite for football’s numbers, and then the video game
manufacturers, fantasy football leagues and the betting houses which use
them to make money.
Those involved in assessing, managing and exploiting risk, whether it
be in financial markets or sports gambling, tend to build elaborate
forecasting models. For that, they need data. Bookmakers’ odds are not
set on a whim; all the data they can access is fed into one of their
algorithmic engines, and favourites and outsiders are determined
accordingly. Algorithms are equally key when determining prices on the
financial markets. Football is right at the intersection of the two areas.
Just as the betting companies are raking in the profits from their
analytical, odds-setting engines – and using them to fund expensive
sponsorship deals with the biggest names in sport, such as bwin’s
current arrangement with Real Madrid – those men who made their
fortunes playing the markets are buying into the game: Sunderland,
Brentford, Brighton, Stoke, Liverpool, Millwall and many others all have
owners who do not place a bet or invest a penny without examining the
numbers first.
That is the true power of data: to change our relationship with the
game. Owners no longer have to rely on their own judgment to discern
whether their team is performing well or if their investment is sound –
the numbers can be slipped on to their desk every Monday, or even sent
Sunday morning to their mobiles or iPads. After every training session
managers can post data on the dressing-room door showing how far each
player ran.
And some of that information is available to fans, published in
newspapers or flashed up on the television screen, available at the push
of a button on a smartphone and recorded for ever online. There is no
hiding place. The eye in the sky is always watching. No wonder Paul
Barber, formerly a director at Tottenham Hotspur and now Chief
Executive of Brighton and Hove Albion, refers to the rise in and
increased sophistication of video analysis as being ‘like an X-Ray’.4 This
is the age of the see-through footballer: it is little surprise that the
game’s radiographers – men like Steve Brown and Paul Graley – are
finding themselves slowly, incrementally, welcomed in from the cold.
The days of relying purely on gut instinct, conjecture and tradition to
judge what constitutes good and bad football are over; instead, we can
turn to objective proof. The implications are profound. The use of
objective information is reshuffling the balance of power in the beautiful
game. Instead of being run by a mix of command, habit and guesswork,
football is entering a new, more meritocratic phase.
That is threatening to the game’s traditional power brokers, because it
suggests there may be something they have been missing all these years.
In that sense football is a little like a religion: there has long been a
perception that, to be an expert, you must have been born in the right
place and been steeped in its rituals from a young age. There are creeds,
dogmas, communion with your fellow fans, confessions, dress codes,
imbibing and chanting and all the rest.
But if the data allow just anyone to become an expert, to have an
informed opinion, those immersed in the old ways become less powerful,
less special, more open to question. Ultimately they can be proved
wrong, and the more they are proved wrong the less power they have. If
they are the priests and the papists, our role as authors of The Numbers
Game is to teach you both to be and to appreciate the iconoclasts and
counters of football’s reformation.
This, perhaps, explains the degree of resistance football’s analytics
pioneers have encountered.
We were tasked by one club, before one recent transfer window, with
a research project that focused on strengthening their squad in particular
areas. We were delighted to hear that our results had been received well
by the board. The manager, though, was rather less enthusiastic. ‘Stats
can’t tell me who to sign,’ he said. ‘They can’t measure the size of a
player’s heart.’
It is the same with using data to adapt your approach to a particular
match. ‘The manager believes it when he sees it with his own eyes,’ one
Premier League match analyst told us. ‘He likes to watch the video, and
he tries to go out and see as many matches as he can for himself.’
This is not only an English problem; reluctance to embrace new
technology, new sources of information, spreads far and wide.
Boris Notzon, the Director of 1. FC Köln’s SportLab, showed us
around one of the most advanced analytics enterprises in professional
football. Köln employs three full-time and thirty part-time analysts from
fifteen countries to collect and manage everything from opposition
scouting reports to physical data from the club’s first, reserve and youth
teams. Even he, though, admits that Köln are unusual. As part of a joint
project, all German first and second division clubs have access to match
data provided by Impire, who use technology similar to that of Opta and
Prozone/Amisco. Yet, few actually trust or use the data that are
accumulating with every match. They don’t want football on a
spreadsheet; they want to see it with their own eyes.
‘In comparison to historical medicine, football analytics is currently in
the time of leeches and blood lettings,’ says Mark Brunkhart, founder of
Match Analysis. ‘Not that we should stop progressing and working, but
we should realize how little we understand.’

Football Analytics Yesterday


Football analysts may have become a regular feature of clubs’ back-
rooms only in recent years, and the technology they use may still be
blossoming, but that is not to say that the idea of rigorous game analysis
is new. In fact, it’s been around for decades.
It would be unfair to describe football’s modern-day relationship with
analytics as a revolution, but it is somehow more than mere evolution.
Perhaps the best word is reformation: the game is the same, but the way
it is played is changing. And we are in the most exciting stage of that
process, when different aspects emerge every day, every week, every
year, when progress is made rapidly, every advance taking things further
away from the work of the man who could be considered the first
football analyst: Wing Commander Charles Reep.
The Englishman is one of the key characters – the true and tragic hero,
in a way – in the story of football analytics. His theories may have been
confounded and his beliefs rubbished, but in order to appreciate how far
we have to go, we must understand where we have come from.
Reep was not a football man. Born in Cornwall in 1904, he trained as
an accountant before joining the Royal Air Force after winning first prize
in an entrance competition for the RAF’s new Accountancy Division.
One evening in 1933 Reep’s division was graced by an appearance from
Charles Jones, captain of Herbert Chapman’s all-conquering Arsenal.
Jones came to give a talk about the club’s system of play, and went
into detail analysing the understanding that had developed between the
right and left wingers in Chapman’s side. Reep was agog. He was moved
to apply what he knew – accountancy – to what fascinated him –
football. And so he set about developing a system for annotating every
action that took place on the pitch. The Football Accountant was born.
The point, in Reep’s words, was to ‘provide a counter to reliance upon
memory, tradition and personal impressions that led to speculation and
soccer ideologies’.5 He would deal in facts. He would help us see what
we could not see.
Unfortunately, his military career and war intervened, and the first
game Reep annotated came on 18 March 1950, fully seventeen years
after Jones had visited the RAF’s Accountancy Division and fired his
imagination. As he watched Swindon face Bristol Rovers, Reep took a
pencil and notebook from his pocket and a science was born. ‘The
continuous action of a game is broken down into a series of discrete on-
the-ball events, such as a pass, centre or shot,’ said Reep of his system.
‘A detailed categorization [is] made for each type of event, for which
shorthand codes have been developed. For example each pass in a game
is classified and recorded by its length, direction, height and outcome, as
well as the positions on the field at which the pass originated and
ended.’6
Reep was dedicated. He continued attending games well into his
nineties, his passion for the sport and the numbers undimmed. He
annotated more than 2,200 fixtures over the course of his career,
spending around eighty hours analysing each game. Allowing for sleep,
that adds up to around thirty years of his life. He would often go to night
matches wearing a miner’s helmet, complete with headlamp, so he could
see his notations. His most magnificent possession was the complete set
of notes he made during the 1958 World Cup final, fifty pages of
drawings accounting for the movement of the ball throughout the game,
all written on a roll of wallpaper.
The data he collected eventually became the basis for a scientific
paper – ‘Skill and Chance in Association Football’ – written with
Bernard Benjamin, Chief Statistician at the General Register Office and
published in the Journal of the Royal Statistical Society in 1968. The
aim was to see if the information Reep had painstakingly collected over
fifteen years, between 1953 and 1967, revealed predictable patterns in
the events of a match.7
It was only a short academic paper, but it was powerful. It proved that
Reep’s coding system did lend itself to scientific analysis. And it showed,
for the first time, that several aspects of the game did follow strong and
stable numerical patterns. Reep and Benjamin found that, on average,
teams scored with roughly one of every nine shots they took. They
discovered that a team’s odds of completing a pass were generally only
as good as a coin toss – around 50 per cent – but that they diminished
with each additional pass completed. Football, they determined, was a
stochastic (i.e. random) process: one in nine shots yielded a goal, but
which one of them would go in was hard to say.
It was also, they discovered, a game of turnovers: the vast majority of
movements ended after zero or one completed pass, while 91.5 per cent
never reached a fourth successful pass. This distribution of passes was
present in most matches that Reep watched, and even today’s matches
are replete with turnovers. ‘[In] the average game, the ball changes
hands 400 times,’ says Chelsea’s Mike Forde.8
Reep also unearthed another cornerstone of modern football thinking:
that 30 per cent of all regained possessions in the opponent’s penalty
area led to shots on goal; and about half of all goals came from those
same regained possessions.
Figure 1 Passing move distributions, 1953–67
Source: Reep and Benjamin (1968).

Note: Horizontal axis shows the number of successful passing moves, where 0 means that a
pass attempt was immediately intercepted; 1 means one successful pass before possession lost
and so on. Numbers atop bars indicate the percentage of moves in a match. Reep and Benjamin
found only 8.5 per cent of passing movements contained more than three passes.

When Liverpool signed Stewart Downing and Jordan Henderson in the


summer of 2011, more than sixty years after Reep first took pencil from
pocket and set his system to work, the pair’s ‘final third regain’
percentage was one of the key statistics used to assess their worth;
Barcelona and Spain have based much of their recent success on the
pressing game.
Reep did not invent the pressing game, but he was the first to label it;
his study offered insights – ways of thinking and talking about the game
– not previously imagined.9 The sport should consider him a pioneer.
Instead, he has been condemned as a pariah. Not because he looked at
the beautiful game through numbers, but because of what he thought
the numbers said.

Confirming Beliefs with Data


Reep was a product of his time. The Football Accountant was not
content simply to collect data for his own enjoyment. He saw another
use for his findings. Reep had been focused, ever since that visit by
Arsenal’s Charles Jones to his RAF base, on what it takes to win football
matches. To do that, he thought that a team needed to maximize its
goal-scoring opportunities. And to do that, he decided, they needed to
be as efficient as possible. It was no coincidence that Reep titled his
paper, the culmination of his life’s work, ‘Skill and Chance’. He
recognized that football is a game as much reliant on fortune as it is on
ability: his discovery that the odds of a pass being completed at any one
time are no more than 50/50 is enough to prove that. His aim was to
find a way to alter that balance: to use skill to overcome chance.
The solution he hit upon was efficiency. He wanted maximum
productivity with minimum wasted effort. This sort of thinking was
prevalent when Reep was at his peak. In Britain of the 1940s and
1950s, the stock of accountancy and the faith in data were on the rise,
thanks to Keynesian economics, which promised to steer the country’s
economy by using government spending to manipulate investment and
consumption. It was the philosophy introduced to overcome the Great
Depression and to survive the rigours of World War II: to do more, with
less.
For the principle to work, the government needed data. Good data.
And so the Treasury set about collecting statistics on all manner of
economic activity: a drive to improve efficiency by compiling data. That,
to Reep, was the aim of his football accounting: to beat chance, a team
had to be maximally efficient. Teams were more efficient if they scored
more goals with less possession, and fewer passes, shots and touches.
Reep had the data to back up his vision, or at least he thought he did.
He had proved that only two of every nine goals came from moves in
which there were more than three passes. He knew that teams scored
once every nine shots; and he knew that a vast portion of goals scored
came from regains in and around the opposition’s penalty area. And so
he concluded, sweepingly and without doubt, that teams were –
statistically speaking – better off if they spent less time trying to string
together passes and more time moving the ball quickly and efficiently
into their opponents’ box. And so the efficiency of the long-ball game –
minimum input and maximum output – was confirmed.
Being comfortable with numbers isn’t the same as producing insights,
though. Reep was a superb accountant of the game, but he was no
analyst. He failed to ask the analyst’s most important question – how
might I, and my numbers, be incorrect? He believed in what later came
to be called ‘route one’ football and he found evidence to support that
belief. But true insight only arises from the search for disconfirming
evidence – why might the long ball be the wrong way to play? Reep
wanted to see football as comparable to mechanized production, to see
the pitch as a factory where producing more with less was the main goal
and where profits depended on maximum efficiency. And he soon began
collaborating with managers who thought just like him.
This was where Reep differed from another outsider who attempted to
analyse his sport: Bill James, the baseball statistician whose work – as
made famous in the film Moneyball – went on to influence Billy Beane,
the Oakland A’s, the Boston Red Sox and the entire game of baseball.
For James, the point was to take the numbers and find out what truth
they contained, what patterns emerged, what information could be
extracted that might change the way we think about the game.
Reep’s quest to use the numbers to inform strategy fell short because
he was an absolutist, determined to use his data to prove his beliefs. He
needed to abandon his idea that he was looking for the one general rule,
a winning formula, and learn to seek the multiple truths and the
falsehoods in the numbers themselves.

Reforming Beliefs with Data and Analysis


We too are products of our time. We live in an age of Big Data, where
our entire medical histories can be put on a memory stick, our musical
tastes and photo albums exist in the ether of cloud computing,
advertisers have access to our interests and hobbies through social media
and supermarkets know our every shopping habit. Analytics are now a
critical part of business in countless industries, from medicine to
manufacturing and pharmacy to retail. Football is trying to manage the
datafication of life in the twenty-first century.
We can push and explore the data further than Reep and Benjamin
ever did. To cast the sport in a brighter, truer light, the numbers game
requires more than simply counting the actions that happen on a
football pitch, but rather looking for patterns in the data from huge
samples of information. It also means accepting that certain elements of
football are contingent and, if necessary, applying sophisticated
statistical models with the help of advanced software and powerful
computers.
The aim of the analytics game, though, has changed. If Reep wanted
to help teams overcome football’s inherent inefficiency based on what he
already believed about the game, his heirs want to employ information –
pure, cold fact – to establish whether what we think we know about
football is actually true. Analytics is not about trying to use the numbers
to prove a theory, but to see what the numbers actually tell us, to
discover if our beliefs are correct, and if they aren’t, to inform us what
we should believe instead. As with any journey of discovery, challenging
accepted wisdom can be unsettling.
Take the ‘fact’ that teams are most vulnerable just after they have
scored. It’s a statement found in football all over the world, and one
born of the tricks played by our minds.
The human brain is an analytical modelling machine of the type
developed by betting companies. We all naturally build databases and
save them on the hard drives between our ears, and then we use them to
come to conclusions based on evidence. But, as a forecast and rule
producer, our inbuilt computer has its flaws. Our brains are wired to
remember and overvalue those events that are most startling and vivid.
Events that actually happened are more easily recalled than those that
could have happened. Our personal theories and views are naturally
confirmed: we do not believe it when we see it, rather we see it only
when we believe it.
It is here that the numbers come in.
Think of all the football games you have seen: in the overwhelming
majority of cases, when a team has gone ahead it has not surrendered
the lead immediately. Sometimes it happens, and in spectacular style.
Take the game between Bayer Leverkusen and Schalke 04 in April
2004: Hans-Jörg Butt, the Leverkusen goalkeeper and, curiously, regular
penalty taker, had just put his side 3–1 up from the spot. He jogged back
to his own area, high-fiving all of his teammates, milking the adulation
of the crowd. Mike Hanke, the Schalke striker, was unimpressed. He
waited for the whistle and, with Butt still sauntering back into position,
shot straight from kick-off. Suddenly, it was 3–2. Teams are always most
vulnerable when they have just scored, see?
Scholars Peter Ayton and Anna Braennberg of City University London
disagree. They analysed 127 Premier League games that ended in a 1–1
draw, and logged when the opening goal and the equalizer were scored.
They divided the remainder of the game, after the first goal, into
quarters. So if a team took the lead in the tenth minute, the rest of the
fixture would have four twenty-minute quarters.10 According to cliché,
the majority of equalizing strikes should have come in the first quarter.
The numbers, though, show that the reverse is true. It is immediately
after they have scored that teams are least likely to concede.
The idea that a team is most vulnerable after it has scored, though, is
just one of the myriad myths that pervade football, pearls of received
wisdom that are accepted unquestioningly as truth. No doubt José
Mourinho, ever the iconoclast, would put the value of corners into that
category. For a manager whose teams have, occasionally, seemed a little
over-reliant on set pieces – particularly given the cost at which they tend
to be assembled – the Portuguese has seemed to us to be a little scornful
of the passion with which corners were greeted in his temporary
homeland. ‘How many countries can you think of where a corner kick is
treated with the same applause as a goal?’ Mourinho memorably asked.
‘One. It only happens in England.’11
Figure 2 Do scoring teams concede immediately?

He is quite right: corners, in the Premier League and the Football


League, are seen as almost the next best thing to a goal. They are
greeted by supporters with a throaty roar, their enthusiasm evident,
their belief that, at last, the breakthrough is imminent. And why not?
After all, just watching the procession of goals from such set pieces on
Match of the Day is proof that they are reliably profitable. Aren’t they?
Well, no, they aren’t, as it turns out. The data do prove that corners
and shots on goal go hand-in-hand – a team that shoots more will have
more corners, and vice versa – as our graph of ten seasons’ worth of
Premier League matches shows.
However, teams that shoot more and get more corners do not score
more goals. The total number of goals a team scores does not increase
with the number of corners it wins. The correlation is essentially zero.
You can have one corner or you can have seventeen corners: it will have
no significant impact on how many goals you score.
Surely corners cannot be that ineffective? But they are, for all that
football’s lore – and our own memories – want to trick us into believing
that they’re not. With the help of data from StatDNA we examined what
happened after a corner was taken in a sample of 134 Premier League
matches from the 2010/11 season – a total of 1,434 corners.12 We
were expecting to see proof of the following: corners lead to shots, shots
lead to goals. Corners, then, should lead to goals.
Figure 3 The connection between corners and shots, Premier League, 2001/02–2010/11
Figure 4 The connection between corners and goals, Premier League, 2001/02–2010/11

We expected a degree of slippage. Not every corner leads to a shot: the


defence is packed tightly to ensure that they do not. So the success rate
of corners leading to shots is unlikely to be 100 per cent. What we did
not expect, though, was to see that it was just 20.5 per cent. Only one in
five corners lead to a shot on goal. Or, to put it another way, four in five
did not lead to a shot on goal.13
There is yet more slippage when we look at how many of these shots
created from corners lead to goals. Here, we see that just one of every
nine shots produced from corners end up with one team celebrating and
the other team trudging, disconsolately, back to the centre circle. Put
another way: 89 per cent of shots on goal produced from corners are
wasted.
How does that translate into real terms? When we combine the odds
of corners generating a shot on goal plus the odds that these shots will
find the back of the net, our data show that the average corner is worth
about 0.022 goals, or – more simply – that the average Premier League
team scores a goal from a corner once every ten games.
No wonder Mourinho was so baffled to find English crowds roaring in
delight whenever their team won a corner. No wonder Barcelona, the
former Chelsea manager’s great nemesis, and Spain, the finest
international side for decades, appear to have largely given up on the
corner as we know it, preferring instead to use it as an opportunity to
retain possession, rather than to hoist the ball into the box. Corners are
next to worthless; given the risk of being caught on the counter-attack,
with your central defenders marooned in the opposition’s box, their
value in terms of net goal difference is close to zero.
Next time your side wins a corner, think twice before urging your
tallest players forward. It may be better to play it short, to retain
possession, than to hit and hope. The numbers can help us see the game
in a different light. What we have always done is not necessarily what
we must always do.

What Lies Ahead


That is just a snapshot of what football analytics can do; parlour tricks
compared to the deeper findings the numbers are capable of delivering.
The football science that started decades ago is expanding, exploring all
the time. Where the Wing Commander thought that he could use his
system to unearth the perfect way of playing, to rationalize the chaos of
the game, his successors – the men (and women) who gather in Boston
every year, who study the endless supply of data from Prozone and Opta
– believe they can use their information and knowledge to play the game
better, to challenge its myths, to see it more clearly.
Far from being a game that cannot be analysed, that is too fluid and
too complicated for the numbers to be of any use, football is ripe for
dissection, on and off the pitch. Some clubs understand that, companies
like Opta and Prozone understand that. Money is pouring into analytics,
and all those millions and millions of data points are the reward.
A storm is gathering in football. It is one that will wash away old
certainties and change the game we know and love. It will be a game we
view more analytically, more scientifically, where we do not accept
what we have always been taught, but where we always ask why. The
game will look the same, but the way we think about it will be almost
unrecognizable.
Professional sports leagues have been slow to catch up with
mainstream society in terms of using Big Data to draw big conclusions,
and football still lags behind baseball, for example. Clubs are drenched
with a torrent of information, struggling to work out what it can teach
them, and what it all means.
There is no secret recipe for success locked in the numbers. There is no
winning formula. There is no right answer to football. But there is a way
of making sure we are asking the right questions.
Consider this book a manifesto for football’s future, a road map for
what is to come, a guide not to what the numbers say, but to what we
can make the numbers do. All that money has been spent gathering
information. Now it is time to sort it, to assess it and to analyse it. To
find out what it says.
And it says an awful lot.
It can tell teams whether to shoot more or shoot less, clubs whether to
sack their manager or keep the faith, chairmen whether that
multimillion-pound striker is really worth the money and the hassle.
These are questions that have been asked throughout the history of the
game, and tradition and faith provided the responses. It is only now,
though, that we have not only the numbers but also the techniques to
generate answers.
This is an early dispatch from the front line of this reformation.
We offer a glimpse of what the future might look like, of what these
new truths might be. We will look at the work of a host of eminent
scientists and academics who have broken football down into its
constituent parts and rebuilt it, and we will offer you the results of our
own ground-breaking research into the game we love. We will, we
expect, challenge some of your assumptions, but we will doubtless
support others. We can answer some questions; others we have to leave
open to discussion and debate.
We have come a long way from Charles Reep. Football has always
been a numbers game; the Wing Commander was right about that. Much
of what we see can be counted; much, though not all, of what can be
counted does, as Einstein would have it, count. Now, though, we are
starting to know why and how it counts.
Welcome to the reformation. We’ll help you keep score.
BEFORE THE MATCH:
THE LOGIC OF FOOTBALL NUMBERS
1.

Riding Your Luck

Toeval is logisch. [Coincidence is logical.]


Johan Cruyff

In the relative anonymity of the seventh tier of Italian football, Loris


Angeli, goalkeeper for US Dro, prepares to face the fourth penalty of a
heart-stopping shootout. Michael Palma steps up to take the kick for
Termeno, Dro’s opponents. If he misses, Dro will be promoted.
He takes the kick. Angeli dives to his right, twisting as he does. The
ball sails high, towards the centre of the goal. Angeli looks on,
helplessly. Palma’s shot, though, is a little too strong, a little too high. It
knocks against the top of the crossbar and rockets into the sky. Bereft,
Palma crumples to his knees and flings himself to the ground.
The ball reaches the top of its arc, and begins to descend. Angeli lifts
himself off his back and almost sinks into prayer, giving thanks for his
good fortune. He rises to his feet and flies towards the stand to celebrate
the miracle.
The ball lands on the edge of the six-yard box. Palma covers his head
in despair.
The ball bounces and spins sharply backwards, towards the goal.
Angeli, delirious and oblivious, faces Dro’s supporters and pumps his
fists as he celebrates.
One bounce, and another, and the ball rolls inexorably towards, then
over, the line. Palma peeks, turns, checks with the referee. The goal, a
ridiculous, improbable one, is given. Dro miss their next kick. Termeno
are promoted.
Football truly is the coincidental game. As we will see later in the
book, goals are rare and precious events, ones that clubs spend millions
attempting to guarantee. But they are also random. They can defy
explanation and disregard probability.
That is not only true down among the lower levels of Italian football.
It happens all over the world and it happens all the time. There is the
case of Adam Czerskas, a little-known Polish striker, who benefited from
football’s randomness to score from twenty-five yards with his back as
he charged down a clearance. Gary Neville and Paul Robinson suffered
from it when the Manchester United player’s simple back-pass hit a divot
in a Zagreb pitch, bounced over the goalkeeper’s swinging foot and
condemned England to defeat to Croatia and, ultimately, to missing out
on Euro 2008.
Every team, every fan, has seen both sides, but Liverpool, a club all
too familiar with fate, can provide two of the neater examples from
recent years. On 17 October 2009 Rafael Benítez’s team were in the
opening phases of a Premier League game at Sunderland when Darren
Bent took a snap shot from the edge of the area. Glen Johnson, the
Liverpool defender, tried to block the effort, but failed. Instead it clipped
a large red beach ball that had drifted on to the pitch and into Pepe
Reina’s box. The deflection wrong-footed the Spanish goalkeeper, and
Liverpool were 1–0 down. Benítez’s team had fifteen shots that day,
compared to thirteen for the home side, and seven corners to one. And
yet, they lost – to a goal scored by a beach ball.
Still, Liverpool cannot complain too bitterly. On the other side of the
ledger, they also benefited from an equally improbable, once-in-a-
lifetime occurrence just four years previously, on one of the happiest
nights in the club’s history. Benítez’s team came back from three goals
down to AC Milan in the 2005 Champions League final, scoring three
times in six second-half minutes, to produce what became known as the
‘Miracle of Istanbul’.
Even an Everton fan will admit that Liverpool’s eventual victory that
night was outstanding. But whether it truly was miraculous, or simply
extraordinary, is a rather different matter.
In seeking to explain quite what happened, most would point to
Benítez’s decision to introduce Dietmar Hamann at half-time, his tactical
shake-up, his stirring dressing-room speech, or perhaps the superhuman
determination of Steven Gerrard, the Liverpool captain – his refusal to
wilt, his utter denial of the prospect of defeat.
We cannot test these theories, plausible as they may be. There is no
way to examine scientifically what would have happened if Liverpool
had not introduced Hamann, or if Benítez had said something different,
or if Gerrard had given up hope.
Besides, to do so would miss the point. Maybe Liverpool were
fortunate that, on the one unforgettable occasion Milan conspired to
throw away a three-goal lead, it was against them, just as they were
unlucky that it was during their game at the Stadium of Light that the
beach ball wafted on to just the right spot on the pitch to fool Pepe
Reina. But that they were present does not suggest the favour or fury of
some sort of higher power. There is no special explanation. Beach balls
and glorious nights in Constantinople are just outliers on the sea of
football data. If you play or watch for long enough, the odds are that
these things – that everything – will happen sooner or later.
Yes, it’s unlikely that on a normal day at the office a beach ball will
score a goal, or Milan will let a three-goal lead slip in six minutes, or
that Robinson will be fooled by a divot or Czerskas will score with his
back or Palma’s penalty will hit the bar, rocket skyward, and then
meekly roll in. But as Cruyff knew deep in his footballing bones, there is
a consistency to the randomness that defines the sport. In football,
miracles do happen.

Why Einstein Was Wrong (Sometimes)


Scientists might seem an unlikely group to take much of an interest in
football, but there exists a shadowy subset of academics with a serious,
persistent curiosity about the game. Scholarly research on football has
appeared in countless academic journals across a vast array of fields,
including economics, physics, operations research, psychology and
statistics. And serious scientific research into the game is on a steep
upward trajectory.
Depending on their training and tools, the scientists have developed
different ways of understanding the role of predictability and
randomness in football, but the essential issue many of them are
discussing is a shared one. It also happens to be the same one that
Charles Reep, our flawed Football Accountant, was trying to tackle: are
football matches and league championships decided by skill, or are they
decided by luck?
This is one of the key questions for understanding football, if not the
key question. If the game is more about skill, then the competition has a
logic to it: ultimately, the best team will win. If it is more about luck,
then what good does it do for an owner to spend millions on players, for
a manager to drill them into perfect harmony and for fans to roar
themselves hoarse encouraging them to victory?
Most of us would prefer it to be the former, from managers who sell
themselves on their ability to shape destiny, to players determined to
outstrip their peers and forge their own place in history. For all the
delight that fans take in football’s anarchic streak – Greece winning the
2004 European Championship, North Korea beating Italy in the 1966
World Cup – the very idea of being a supporter relies on there being a
logic to the game: if your team buys the best players and hires a great
manager, the trophies will follow.
In our attempts to discover how great a role chance plays in football,
we came to a very different answer, however. We have visited betting
parlours and laboratories, and we have encountered many of those
scientists who share a passion for the beautiful game. We have examined
tens of thousands of European league and cup games over the course of a
hundred years and World Cup matches played by dozens of countries
since 1938. And we have come to the conclusion that football is
basically a 50/50 game. Half of it is luck, and half of it skill.
That is the sort of finding that makes all humans – not just football
fans – uncomfortable. Even Albert Einstein, when confronted with the
randomness of quantum mechanics, had a hard time believing in chance.
‘I, at any rate, am convinced that He does not throw dice,’ he famously
wrote.
If even Einstein found uncertainty unsettling, no wonder football fans
find it hard to accept, preferring instead to concentrate on something
soothing – and, crucially, explicable – like beauty.
Football is a sport obsessed with and distracted by beauty. Most fans
would – or at least say they would – prefer to see their team lose well
than win poorly, the sort of attitude of which the great American sports
writer Grantland Rice would have approved when he noted, ‘When the
One Great Scorer comes to mark beside your name/He marks – not that
you won or lost – but how you played the game.’
Those teams who are adjudged to capture football’s beauty are
revered, regardless of results – the Magic Magyars of 1954, the Total
Football Holland produced in the 1970s, Brazil of 1970 and 1982,
modern-day Barcelona – while others, like Greece in 2004, Italy and
West Germany of the 1990s and even Stoke, are reviled for their dour,
pragmatic view of the world.
The problem is that beauty is a diversion, and one that can obfuscate
the facts. Take the 2010 World Cup final, a game in which Holland
produced a display of such flagrant brutality that even Johan Cruyff, that
logician of coincidence, was moved to sneer. It was, he said, ‘ugly,
vulgar, hard, hermetic, hardly eye-catching … anti-football’.1 The high
priest of Total Football was clearly ready to excommunicate Nigel de
Jong and John Heitinga.
But Cruyff’s analysis misses the point: Holland’s approach in
Johannesburg would have paid off in spectacular fashion had Arjen
Robben not fluffed a chance to give Bert van Marwijk’s side the lead in
the eighty-second minute. The beasts would have done what the beauties
never could, and taken the World Cup back to the Netherlands. It may
not make for good viewing, but ugliness is no barrier to success. To
paraphrase Reiner Calmund, the bombastic former Sporting Director at
Bayer Leverkusen, football isn’t figure skating. There are no points for
style.

Beauty can be a by-product of successful teams, but just as it is not


Beauty can be a by-product of successful teams, but just as it is not
sufficient for winning games, neither is it necessary.
We cannot analyse beauty – it is subjective – but we can analyse
playing effectively, presuming by ‘effectively’ we mean things like
winning the ball and retaining it, earning free kicks, taking shots and
eventually scoring goals. Yet even then we find that, often, doing most
things right on the pitch is not enough to win a match.
The instances of teams finding themselves comfortably on top of a
game but somehow contriving to lose are numerous. Chelsea managed to
lose at Birmingham in a 2010 Premier League game after taking twenty-
five shots on goal to their opponents’ one. That one was the only one
that went in. In Germany a year previously Hertha Berlin mustered
seventeen attempts on KÖln’s goal, compared to just two for their
opponents, and still lost. On April Fools’ Day in 2006 Zaragoza
registered an impressive twenty-nine efforts against Villarreal, and lost
1–0. Football is full of examples of the ‘wrong’ team winning – the
United States beating England in the 1950 World Cup, Cameroon
overcoming Argentina in 1990, Wimbledon shocking Liverpool in the
1988 FA Cup final.
Or, more recently, Chelsea lifting their first ever Champions League
title after finding themselves defending for 180 minutes against
Barcelona in the semi-final and then 120 against Bayern Munich – in
Munich – in the final. Against Lionel Messi, Xavi Hernández and Andrés
Iniesta, Chelsea at times ceded almost 80 per cent of possession. Across
both legs, Barcelona hit the woodwork five times, missed one penalty
and a host of chances. Against Bayern, Chelsea found themselves under
siege once again, and survived.
The venerable German newspaper Die Zeit described Chelsea’s win as
‘undeserved; more than that, a farce’. Their victory would, they said,
‘enter the history books as a football accident’. That night at the Allianz
Arena, Bayern recorded thirty-five shots to nine, and had twenty corners
to Chelsea’s one. Chelsea scored from theirs, obviously. ‘Football is just
not fair,’ said Wolfgang Niersbach, President of the DFB, the German
football federation.2

That is the thing with football: it does not always reward those who
That is the thing with football: it does not always reward those who
take more shots or complete more passes. It only repays those who score
goals. As the Guardian’s Richard Williams wrote after that night in
Munich: ‘Football is a contest of goals, not aesthetics. We love it when
the two elements are combined, but that is not the primary purpose of
the exercise.’3
These examples are one-offs, coincidences, just like the beach ball and
the miracles and the missed penalty that ended up as a goal. But this is
how we – and those scientists with that unlikely interest in football –
choose to react when we encounter randomness: we do not ignore it, or
attempt to explain it away as the work of the gods, or concentrate on
beauty instead. No, we gather up the coincidences into a large enough
set and apply analytical tools to try to understand them. And when we
do, we find that – just as Cruyff said – there is a logic to coincidence.
This takes two forms. It applies at the level of leagues and seasons,
across cup competitions, where the distribution of goals is reliable and
incredibly predictable; and, of more concern to most fans, it applies to
individual games, to home and away ties, where the role of chance in
producing goals is considerable. In fact it’s about 50/50. Half of the
goals you see, half of the results you experience, are down not to skill
and ability but to random chance and luck.
There are two routes to success in football, we have found. One is
being good. The other is being lucky. You need both to win a
championship. But you only need one to win a game. The correspondent
from Die Zeit was right: the history of football is a record of football
accidents that follow Cruyff’s dictum. Toeval is logisch.

Why Footballers Are Like Prussian Horses


To explain how coincidence and chance allow us to predict what might
happen over the course of a league season, we have to take an unlikely
detour: to a Prussian military cavalry yard at the tail end of the
nineteenth century and the mind of a Russian economist, via the theories
of a French mathematician.

Just like professional footballers, cavalry horses lash out occasionally.


Just like professional footballers, cavalry horses lash out occasionally.
When they do the consequences can be rather more serious than the
injuries sustained in a clash on a football pitch, as the Prussian army
discovered in the twenty years from 1875. In that period 196 soldiers
met their demise at the hooves of their trusty steeds. These should be
purely arbitrary events: military personnel should be experienced
enough around horses to recognize when the steeds were spooked,
nervous or under fire, and at no point did the army establish that its
soldiers were systematically at fault and responsible for their own
deaths. No, each of them was accidental and senseless, just an unlucky
Prussian standing in precisely the wrong place at the wrong time. No
pattern; just coincidence.
It was a Russian political economist of Polish heritage, Ladislaus von
Bortkiewicz, who gathered the horse-kick data at the close of the
nineteenth century to take another look at the apparently random
pattern of deaths.4 He created a famous data table with 280 boxes (14
corps × 20 years) that showed the number of annual deaths in each
corps. When he looked at the boxes, he saw very quickly that the
majority of the boxes (51 per cent) were empty, indicating that there
were no deaths in that unit that year. A little less than a third had one
death, 11 per cent had two, 4 per cent three deaths, two boxes had four,
and none had five or more fatalities.
After looking at the table long enough, Bortkiewicz conjectured that
there was a logic to the seemingly random coincidences, and that there
was a consistency to the randomness. The Russian’s insight was to
employ a probability equation developed by a French mathematician,
Siméon-Denis Poisson. In his Recherches sur la probabilité des
jugements en matière criminelle et en matière civile (Research on the
Probability of Judgments in Criminal and Civil Matters), Poisson sought
to describe mathematically the number of matches that would occur as
the top cards of two shuffled decks of cards were turned over pair by
pair fifty-two times.5
Using his cavalry data, Bortkiewicz stumbled upon something the
Frenchman had not: that Poisson’s equation could give rise to a law of
small numbers – a prediction for how many times any rare event could
be expected to happen in a given time or place. We can predict the
overall frequency and the distribution of random events – how often
they occur and how likely they are to do so – as long as we are trying to
analyse an event that happens infrequently but also consistently and
independently enough to establish a base rate.6
Horse kicking is one such event. In Bortkiewicz’s data, death at the
hooves of the Prussian steeds happened at a rate of around 0.70 per
corps per year. Combining that with the Poisson distribution,
Bortkiewicz found a remarkable match between the actual distribution
of deaths and the predicted distribution. In other words, Poisson’s
equation provides us with a way to forecast rare and uncertain events.
What does this mean? It means that what appeared senseless, random,
is actually subject to a predictable pattern. Bortkiewicz knew nothing
about the condition of the hay, grass and feed, the amount of exercise
and training, the horses’ measurements or breeding, or any of the things
you think might make a difference. All he had was a base rate – how
many deaths from kickings occurred per year. Although we can’t predict
exactly when a horse kicking will occur, we can forecast the overall
numbers exceptionally well. The rare and the uncertain is completely
predictable; we know exactly how many of them will happen.
Coincidence is logical, just as Cruyff said.
Figure 5 Distribution of fatal Prussian cavalry horse kicks

Statisticians have applied the Poisson distribution to many rare events


– V-2 strikes on London during World War II; the frequency of traffic
accidents; radioactive decay; and so on.
And what does any of this mean for football? Well, just like horse
kicks, German bombs and the rate of radioactive decay, goals are rare –
quite how rare, we will discuss later – but consistent and independent.
Each of them is, at first glance, random. Individually, they are
unpredictable. That’s what makes them so exciting.

But, by taking the average number of goals per game – 2.66 for the
But, by taking the average number of goals per game – 2.66 for the
top flights in England, Germany, Spain, Italy and France between 1993
and 2011 – and applying the Poisson distribution, we can predict how
many games over the last seventeen years saw no goals, how many saw
one, how many two and so on. We do not need to know anything about
formations, tactics, line-ups, injuries, the manager, or the crowd – none
of it – to find that there is a structure to goal scoring. Football might be
random, but it is also predictable.
Figure 6 Distribution of goals in European football, 1993–2011

This predictability means that, in next season’s Premier League, we


know that around thirty games will end goalless, seventy will be won by
the only goal of the game, ninety-five will have two goals in total, eighty
will see three, fifty-five will have four and fifty really exciting matches
will have five or more goals.
How do we know? Well, there are 380 games, and teams score
around 1,000 goals a season. Thanks to those kicking horses, the French
mathematician and the Russian economist that is all we need to know to
extract logic from coincidence.
The Poisson distribution can also apply to individual scorelines.
Let’s take an average Premier League Saturday. On 7 November
2010, these were the scorelines: 2–2, 2–1, 2–2, 4–2, 1–1, 2–1, 2–0.
Nothing out of the ordinary, but how common are these results once we
compare them to many Saturdays for many seasons across a few
leagues? Are the 2–1 wins Manchester United and Blackburn recorded
that day more likely than the 2–0 win Sunderland recorded over Stoke?
Data provided by Infostrada, a sports media group based in the
Netherlands, allow us to calculate the frequency – in percentages – of
various outcomes to find out what were the most and least common
scores in the ten seasons of Premier League play between 2001 and
2011.
Table 1 Match results by percentage, Premier League, 2001/02–2010/11

Away goals
Home goals 0 1 2 3 4 5 6 Total*

0 8.34 7.58 4.50 1.76 1.00 0.26 0.11 23.55

1 10.92 11.63 5.74 2.66 0.84 0.11 0.08 31.97

2 8.68 9.37 5.03 1.58 0.34 0.08 0.05 25.13

3 4.32 4.37 2.24 0.76 0.21 0.05 – 11.95

4 1.89 1.55 0.74 0.53 0.24 0.03 – 4.97

5 0.55 0.63 0.24 0.16 – – – 1.58

6 0.24 0.16 0.11 – 0.03 – – 0.53

7 0.08 0.11 0.03 – 0.05 – – 0.24

8 0.03 0.03 – – – – – 0.05

9 – 0.03 – – – – – 0.03

Total* 35.05 35.45 18.61 7.45 2.68 0.53 0.24 100

Note: *Rows and columns may not sum precisely owing to rounding.

The most common score is a 1–1 draw – occurring 11.63 per cent of
the time – just narrowly ahead of a 1–0, 2–1, and 2–0 home win, a
goalless draw, and a 1–0 away win.
Goals really are rare and precious events: more than 30 per cent of
matches end with one goal or none. A little less than half of all games
end in the home side scoring once or twice and winning; then there is a
group of mixed home and away wins and moderately high-scoring draws
(1–2, 3–1, 2–2) which occur about 5 per cent of the time each. Finally,
there’s everything else. On our selected weekend, only one result was
truly unusual – Bolton’s 4–2 win against Spurs.

This spread of results in the English Premier League, as Figures 7–10


show (the size of the football is proportional to the number of matches),
This spread of results in the English Premier League, as Figures 7–10
show (the size of the football is proportional to the number of matches),
is not markedly different from that found across the top continental
leagues during the past decade. That may seem odd. Isn’t the football
played in Spain different from that played in England? Isn’t the footwork
of the Spaniards and South Americans plying their trade in Europe’s
south markedly different from that of the danceless Saxons, Celts and
Scandinavians further north? And yet, if you compare the results of the
four major European leagues on any given weekend, they show no
noticeable difference.
Figure 7 Most common scores in the Premier League
Figure 8 Most common scores in the Bundesliga

This might surprise football aficionados, but not football scientists. All
these results very closely mirror the Poisson distribution. Lots of
outcomes of games are possible, but not all scores are equally likely.
True, according to the formula there should be 7.7 per cent of games
ending goalless – not 8.34 per cent, as in the Premier League – and 19.7
per cent, not 18.5 per cent, should end with just one goal. But it’s pretty
close.
Figure 9 Most common scores in Serie A

That the fit is better for horse kicks than human kicks can be
attributed to the importance of drawing matches in football; there are
more goalless games and 1–1 ties than the Poisson would expect. There
is a slightly greater complexity in the randomness at play in Borussia
Dortmund’s Westfalenstadion than was present in the bygone Prussian
stables. The ball bounces more erratically than the horses bucked.
There is no question that at the level of seasons and leagues there is a
mathematical logic to the randomness of goals. That is a fact of football
life. That may console managers and encourage gamblers, but what will
really concern fans is the other side of the coin: how much of a part will
chance play in the game you go and see this weekend? Will your team
win or lose because of their abilities – or lack of them – or will they
simply be betrayed by fate?
Figure 10 Most common scores in La Liga

What Do Bookies Know?


The 2005 Champions League final against AC Milan was just one of
more than 5,000 matches played in Liverpool’s history. And yet that
was the first time in 112 years of existence the club had recovered from
three goals down. No wonder fans afford sanctified status to the Miracle
of Istanbul.
Such results are rare, wonderful, but they are hardly unprecedented
and they’re certainly not miraculous. In 1954, Austria went one better
than Liverpool to come back from three goals down in three minutes to
beat Switzerland 7–5 in a World Cup game; Charlton once beat
Huddersfield – then managed by Bill Shankly – 7–6 after being four
goals behind. Eusébio personally engineered a Portuguese comeback
against North Korea in the 1966 World Cup, scoring three goals after
Portugal had fallen 0–3 behind. There are endless examples: Tottenham
led by three at half-time against Manchester United in 2000, but lost 5–
3; Kevin-Prince Boateng scored a hat-trick for AC Milan at Lecce in
2011 after they found themselves three goals behind in the south of
Italy.
Our chart of scores from across Europe shows how uncommon such
occurrences are, but that they happen at all is attributable to the law of
large – not small – numbers, as established by Jacob Bernoulli, a Swiss
statistician. Bernoulli’s basic rule is this: if you do something for long
enough, every possible outcome will occur.
Take flipping coins: if you were to flip eight coins in a row, the
chances of all eight coming up heads seem remote. One head is a 50/50
shot, of course, or odds of 1/1. Eight consecutive heads, though? That’s
255/1.
But what if you had flipped eight coins, four times a week, for forty
years – except for a fortnight of holiday every year? You would have
flipped eight coins 8,000 times. That’s 64,000 flips. The odds that
you’d have seen eight heads in a row are no longer so remote. In fact,
they’re really good. Really, really good. So good that, if you were to go
to a bookmaker to place a bet that you had seen eight heads at least
once in the last four decades, you’d have to wager the entire GNP of the
USA to win six cents. It is close to certain that you’d have flipped eight
heads in a row.
Why? Because the more you do something, the more likely you are to
see an unlikely outcome at least once. And so if you play football for
long enough – as Liverpool have – you will, eventually, come back from
three goals down. Or from four behind, as Newcastle did against Arsenal
in 2011 and as Arsenal themselves did against Reading in 2012. There
is no law other than that of chance preventing you seeing a team going
unbeaten for an entire season, or losing their first twelve games, or,
even, a beach ball settling a fixture. Over the long haul, everything is
likely to happen at least once.
We know that these events are statistical outliers. But how unusual are
they? How rare is it that chance intervenes significantly, with enough
influence to turn a match, as happened that night in Istanbul?
Chance is a central element of any given football match, and there are
people out there whose very existence proves it. Not coaches or strikers
or goalkeepers who always seem to get the rub of the green, but
bookmakers and professional gamblers, those men and women whose
livelihoods depend on understanding who wins and loses.
A bookmaker’s career is built on chance. If matches were predictable,
nobody would gamble. Instead, while they are not entirely foreseeable,
certain factors – form, injuries, that sort of thing – are known ahead of
time. That information provides the basis for setting the odds, and, more
often than not, making one team the favourite. These odds tell us
something about chance and predictability in sport.
The lower the odds, the more unlucky the favourite for any game has
to be to lose, and the more their opponents have to rely on luck to win.
When two teams are similar in quality, then luck and on-the-day form
decide the contest, and the two teams’ odds of winning in the eyes of
bookmakers will be identical.7
With this in mind, we set about examining odds in football and other
sports to establish whether bookmakers believe sports are differently
susceptible to chance. We had a suspicion that bookmakers would find
football to be unique. Is it harder to predict the outcome of a football
match than a baseball game, say? To find out, we collected data from
about twenty betting exchanges, along with the final scores from the
2010/11 season in the NBA, NFL, Major League Baseball and the
handball Bundesliga in Germany, as well as the football top flights of
England, France, Spain, Italy and Germany, and then we threw the
Champions League in for good measure.8 Our first question: how often
do favourites, across these different countries and disciplines, end up
winning any given game?
In football, it’s only a slight majority: a little over half. In handball,
basketball and American football the favourites win around two-thirds of
their games while in baseball it’s a solid 60 per cent. Bookmakers, in
other words, pick favourites less successfully in football than in any
other sport.
That leads to our second question: why should that be? Is football
more susceptible to chance, or are the bookies just bad at setting the
correct odds for that particular sport? For that we need to establish more
than whether the favoured team won; we need to know whether the
odds in football are systematically different. Could it be that favourites
win less often in football because they are only narrowly favoured,
especially compared to those in other sports?
Favourites aren’t all created equal; some are favoured by a lot come
match day, others by very little. If coin tossing were a sport, no match
would have a favourite and one side’s odds of winning would always be
listed as 1/1, or, to use the form of odds deployed by some betting
exchanges, 2.0.9 In contrast, in sport, if the team with more skill always
wins, their odds would be listed as 1.0. An even contest, then, will have
odds closer to 2.0; if there is an overwhelming favourite, the odds will
be closer to 1.0. It is the same with a league, or a sport: those
competitions with more certain favourites should have values nearer
1.0; those where the underdogs stand much more of a fighting chance
should be further away.
Figure 11 Success rates of pre-game favourites in a variety of sports, 2010/11 season

Figure 12 shows the median odds for the favourites during the season
for each of the five sports described in Figure 11. The vertical lines show
the spread of odds: the bottom of the line is the shortest odds for the
biggest favourite of the season; the top of the line is the narrowest
favourite for a game in the season.
Football is clearly very different from the other four. Handball has
many more large ‘overdogs’ than football, and the favourites almost
always win, with median odds of 1.28; the NBA and NFL have medians
of 1.42 and 1.49, respectively. In baseball the spread of odds is most
restricted: there are no overwhelming favourites, with the shortest odds
being 1.24. But in football, the median odds for a favoured club to win
are 1.95.
What does that mean in real terms? Almost half the time in football,
the favourite is not really much of a favourite. Why that should be can
be explained by two factors – in football, goals are rare and draws are
common. That combination makes setting odds in football much more
difficult, and makes favourites less likely to win.
Figure 12 Median and spread of odds across team sports

The idea that football’s favourites only win about 50 per cent of the
time clashes with everything we think we know about the game. Surely,
Manchester United against Wigan is not like flipping a coin? Besides,
this is hardly a conclusive use of the data: isn’t it natural that the
bookmakers will get it wrong more often, simply because football,
unlike the other sports, has more marginal favourites – teams just
fancied to win, but hardly racing certainties?
To find out if that’s the case, we need to establish whether strong and
weak favourites win at different rates in the various sports. To determine
how much a favourite is advantaged over their opponents, we calculate
the gap between the odds of the favourite winning and the odds of the
underdog winning. Matches that are toss-ups will have a gap close to
zero, while mismatches with hot favourites will have a gap of fifty or
more percentage points.10
Much like a ratings agency in the financial markets, we went back to
the data and separated games into six groups with similar risk ranging
from ‘blue chips’ to ‘junk bonds’. The blue chips were games in which a
bet on the winning favourite would earn you a secure and very modest
return, while a bet on the underdog followed by an improbable victory
would yield enough to feed the punter’s family for a month. For each of
these six slices of a sport’s season, we determined how often the
differently favoured overdogs won. In other words, we wanted to
discover the connection, as in a bond, between risk and performance.
The results are shown in Figure 13.
What does this chart show us? Well, football’s trend line –
representing the relationship between risk and performance for clubs in
2010/11 – sits significantly below the lines of other sports, and it does
so regardless of how favoured a team may be.
Take favourites who are fancied 50 per cent more than their
opponents: in football, they win 65 per cent of the time, but in
basketball, they win more than 80 per cent of games. It is the same
across the whole range of risk: the favourite in football is less likely to
actually win the match than those in other sports, significantly so in the
cases of basketball, baseball and American football where the margin is
ten to fifteen percentage points. Football is just a dicier proposition.
Bookmakers clearly think football is more susceptible to chance
regardless of how lopsided the contest appears to be; and these
businessmen know their market.11

Our findings take into account only one season, but an even more
Our findings take into account only one season, but an even more
comprehensive study – undertaken by Eli Ben-Naim, a theoretical
physicist at the Los Alamos National Laboratory, along with Boston
University’s Sidney Redner and Federico Vazquez – used the entire
historical record of a number of sports and came to a very similar
conclusion.12
Figure 13 How often do favourites win?

Ben-Naim, Redner and Vazquez were interested in how predictable


league competitions are, and so their aim was to calculate the likelihood
of upsets. As hardcore scientists, they took odds-setting out of the hands
of bookmakers and instead constructed artificial sports leagues from
computer memory: virtual tables guided by a master equation.
Many virtual seasons of these leagues enabled them to estimate
something similar to our gap in odds, based on the records of the
favourite and underdog going into the game. They went deep into
history, looking at the top flight of English football since 1888, Major
League Baseball since 1901, the National Hockey League since 1917
and the National Football League since 1922. That’s 300,000 games in
all.
They found, as we did, that football is the most uncertain of the team
sports. There are more beach balls and shots against the woodwork in
football than in any other game. There are fewer sure things, and fewer
no hopers. In more than 43,000 games of football they looked at, the
likelihood of the underdog winning was 45.2%. That is the mirror
image of our finding.
So almost half the time, the team that is not as well prepared – or has
worse players, a raft of injuries, or is just not as good – ends up winning.

On the Trail of Football Scientists


The shadowy subset of scientists with an interest in football have taken
things even further than that, in their attempts to determine exactly how
much of a role chance plays in any given match.
Take Andreas Heuer, a theoretical chemist at the Universität Münster
in Germany, and his collaborators. They noticed the partial mismatch
between how the Poisson distribution applied to horse kicks and how it
applied to human kicks, and they set out to determine why that should
be.13
One explanation is that the football data show that teams that have
already scored one or two goals become more likely to score a third, a
fourth or a fifth – that there is something that happens during the course
of the game not captured by Poisson’s equation.14 Take the 2011
Manchester derby – a game City fans will never forget and United’s wish
they could: did the fourth, fifth and sixth goals United conceded in front
of a shell-shocked Old Trafford come from City having what many refer
to in football as ‘momentum’, or was it a fair representation of their
greater fitness and ability?
Heuer’s team applied mathematical and statistical techniques to
twenty years of games from the German Bundesliga as they attempted to
discover whether ability and fitness, ‘match dynamics’ – red cards,
injuries, momentum – or what scientists call ‘noise’, the inexplicable and
apparently unpredictable actions of chance, were most significant when
it came to understanding goal-scoring patterns. This German team
concluded that, mathematically speaking, a football match is a lot like
two teams flipping three coins each, where three heads in a row means a
goal and ‘the number of attempts of both teams is fixed already at the
beginning of the match, reflecting their respective fitness in that season’.
In other words, the quality of your squad largely determines the
number of shots and a given shot has a one in eight chance of hitting the
back of the net, a figure that would look familiar to Charles Reep, our
Football Accountant.
Heuer and his team’s final results were conclusive. They found that
fortune first and foremost, then skill and fitness, then things like
momentum ordained whether a team won and by how many goals. That
thrashing administered by Roberto Mancini’s team to their old rivals was
not primarily an expression of their greater ability or an example of how
a match can flow in one side’s direction. Instead, City were mostly
fortunate.
That is a surprising finding to fans who believe a team’s skill entirely
controls what happens on the pitch, but there is an abundance of other
scientific evidence to support it.
A few years ago, two astrophysicists – Gerald Skinner from the
University of Maryland in the United States and Guy Freeman from
Warwick University – also became interested in match outcomes.15
Using some algebra and a sophisticated technique called Bayesian
statistics, they set out to determine how often the team with the greater
ability actually wins a football match. Or to put it another way, how
often the ‘wrong’ team came away with maximum points. They found –
by looking at World Cup games between 1938 and 2006 – that unless a
match ends with a three- or four-goal victory, it is very hard to be sure
whether the better team won.
Then Skinner and Freeman went one step further. They asked what
the probability is that the outcome of a match accurately represents the
abilities of the two sides? If results did run in parallel with skill, then
what we call an ‘intransitive triplet’ would be almost unheard of: that is,
in a sequence of three games, if Juventus played Roma and won, and
Roma played Udinese and won, then Udinese would not subsequently
beat Juventus, as we have already established that Juventus are better
than Roma and Roma better than Udinese.
Yet Skinner and Freeman found that these intransitive triplets are not
nearly as rare as they should be. Partly, they attributed that to the
relatively narrow gap in ability – Juventus, Roma and Udinese are
separated only by fine margins. It would be different if Juventus were
playing Udinese’s under-10s, or a local village side. A gulf in ability
would make football ‘errors’, where a bad team beats a good one, much
more unlikely.
When Skinner and Freeman looked at their World Cup games, they
had 355 triplets of teams playing one another, 147 of which did not
involve a draw at any point. Of those 147, 17 were intransitive. That is
12 per cent, which does not sound too much, until you consider that we
would expect 25 per cent to be intransitive if the results in all of the
matches had been decided completely by chance.
Put in plain English, Skinner and Freeman’s data suggested that half of
all World Cup matches are decided by chance, not skill. The better team
wins only half of the time. Football results resemble a coin toss.
Other scientists have supported this finding. David Spiegelhalter, the
Winton Professor of the Public Understanding of Risk at the University of
Cambridge, was interested in figuring out whether the final league
position in the 2006/07 Premier League season actually reflected
teams’ ‘true’ strengths.16 He wanted to know if the season’s champions,
Manchester United, really had the best team, and whether the clubs that
were relegated (Watford, Charlton Athletic and Sheffield United) really
had the three worst teams in the league.
To find an answer, Spiegelhalter had to find out how much of the
spread of points in the final league table could be explained by chance
alone. Historical records show that 48 per cent of games are home wins,
26 per cent draws and 26 per cent away victories. Spiegelhalter calls
this the 48/26/26 law. If we assume teams are indistinguishable by
their abilities, we can calculate results for all matches in a season if they
were decided according to the 48/26/26 law.
In this imaginary league table, the races for Champions League
eligibility and for relegation were more tightly packed than the real
table was: proof that there are genuine quality differences among teams.
But there is still a certain amount of the spread of the final points that
can be explained only by chance. In fact Spiegelhalter’s calculations
suggest that roughly half the points accumulated can be attributed to
fortune.17
Of all twenty teams in the Premier League that season, he found that
only Manchester United and Chelsea could confidently be placed in the
top half of the table, with odds of 53 per cent and 31 per cent,
respectively, that they were the best team. Hardly certainties. At the
bottom, he could be 77 per cent sure that Watford were the worst team,
but only 30 per cent certain of Sheffield United. That was barely
different from Wigan or Fulham, both of whom survived that year. They
were no better than Sheffield; they were just luckier.

Meet Professor Luck


No scientist, though, has done more to answer the fans’ most crucial
question than Martin Lames. A dapper man in his early fifties, with salt-
and-pepper hair and a face framed by smart spectacles, Lames is
Professor of Training Science and Computer Science in Sport at the
Technical University Munich. That may not sound exciting but, in
reality, along with his work for FC Augsburg and Bayern Munich, it
means he watches football for a living, all in the name of science.
Lames has spent years developing computer and coding systems that
allow researchers to record and analyse what happens on the field of
play – and why. One of his favourite topics is luck.
Along with a team of collaborators, Lames has used his technology to
record instances of good and bad luck on the pitch.18 Goals in particular
are tailor-made for this kind of analysis: some are clearly the result of
hard work on the training pitch or superhuman vision from a
wonderfully gifted player, and others, well, aren’t: an unanticipated
deflection, a spilled cross, a missed tackle, a backspinning ball.
To assess how much luck plays a role, Lames and his match-watching,
goal-scrutinizing collaborators defined shooters’ good fortune as
resulting from one of a total of six goal situations where shooters did
mean to score, but the goals they did score had a strong and detectable
element of being ‘unplanned’ or ‘uncontrolled’.19
Lames and his team have watched videos of over 2,500 goals over the
years, coding each one for instances of luck.20 Alex Rössling, one of his
assistants, explains how this process works in practice:
Everyone saw that the beautiful first goal of the [2006] World Cup by Philipp Lahm
bounced from the upright into the goal, which, by itself, was already a bit lucky. But
that the ball ended up with the goal scorer because of a bad pass from an opponent
provides additional corroboration that it was a goal that wasn’t planned or a goal that
could be planned. I also really liked the third goal in that match. The cross from Lahm
is flicked on by a defender ever so slightly with his head, so that [Miroslav] Klose was
able to head the ball because of that failed defensive move; the header then bounced
off the goalkeeper and Klose scored on the rebound.21

And so, after all those hours and hours of watching goals, how many
did Lames and his team qualify as fortunate, as owing more than a little
to luck? The answer is 44.4 per cent, though that varied a little from
league to league and competition to competition. Lucky goals are
particularly common when the score is 0–0. ‘That is when teams are still
playing according to their system,’ says Lames. ‘Something coincidental
has to happen for a goal to be scored.’22
So, about half of all goals contain a detectable, visible portion of good
fortune. Football, both goal scoring and favourites winning, is a 50/50
proposition. The game you see this weekend, the one that will leave you
in a state of utter jubilation or bitter disbelief, might as well be decided
by the flip of a coin.23
Figure 14 Odds of win for team with more shots in a match, 2005/06–2010/11

As the cliché goes, though, surely it is possible to take that


randomness and exploit it. The more you shoot, surely the luckier you
get?
Not so. We went one step further than Lames to see how often the
team that shoots more actually wins a game, by examining data from
matches played in the Premier League, La Liga, Serie A and the
Bundesliga between 2005 and 2011. That’s some 8,232 matches. And
what do they show? The team that shoots more actually wins less than
half the time. Across our data set as a whole, 47 per cent of teams with
more shots won their game. In Italy and Germany, it’s as low as 45 per
cent.
It is scarcely any better if we limit it to shots on target. Having a
greater number of accurate shots than your opponents does make you
more likely to win a game, but not by much – the team with more shots
on target wins somewhere between 50 and 58 per cent of the time,
depending on the league.
Accepting That Football Is Random
Louis van Gaal is the anti-Cruyff. The former Barcelona and Bayern
Munich manager is a control freak, one in a long line of managers who
work hard to wrestle with the game’s odds. He is known as a strict
disciplinarian, with a lengthy set of rules about how players ought to
behave. Van Gaal believes that football works best when there is
absolute and unquestioned discipline on and off the pitch. He even took
exception to Luca Toni’s table manners at Bayern, when he saw the
Italian striker slouched over his plate one lunchtime. ‘His back was
arched so much, he looked like a question mark,’ said one eye-witness.
‘Van Gaal saw him and started shouting to sit up. When Toni took no
notice, he marched over, grabbed his collar and nearly lifted him out of
his seat. Suddenly he was sitting bolt upright. No one said a word. It was
incredible.’24
Van Gaal sees himself as master of his own destiny. He is not at one
with the role fortune plays in football.
Yes, a team needs discipline, and order, and talent, and organization.
But there is no denying the role that chance plays in football. It rears its
head at the level of leagues and competitions – where the Poisson
distribution holds true – and specific matches, where half of all goals can
be attributed to luck, and the better team wins only half the time. We
have gone from skittish horses to bookmakers and scientists and we have
even examined data in a way that has never been done before. The
results are in: football is a coin-toss game. Logic and coincidence are
evenly split. You’ve got to find a way to live with randomness in
football.
That does not mean there is nothing that can be done. ‘What a coach
does is attempt to increase the index of probability when it comes to
winning a match,’ Juanma Lillo, a Spanish manager of philosophical
bent, once said. ‘As a coach all you can [do] is deny fortune as much of
its role as you possibly can.’25 That means taking your budget, your
players, your club, and getting the most out of them that you possibly
can. It means spending money wisely, training well, developing tactics
and appointing managers in the best possible way.
We cannot control chance. We have to accept that half the time, what
happens out there on the pitch is not in our hands. The rest of football,
the other 50 per cent, though, is for each team to determine. That is
what the billion-dollar industry that surrounds the world’s most popular
game is built to do. To turn a draw into a victory, to glean as many
points as possible, to deny fortune as much as we are able.
We can’t all be lucky. But we can all try to be good.
2.

The Goal: Football’s Rare Beauty

Everything that rises must converge.


Pierre Teilhard de Chardin

Andrew Lornie was a tinsmith and gas fitter by trade, and a cricketer by
inclination. He was not, by any objective measure, a goalkeeper.1 Still,
Lornie, like any good Scot, was not one to turn down a free meal, a
drink, and the prospect of a good afternoon’s sporting endeavour. And
so, when he and his teammates at Aberdeen’s Orion Cricket Club
received an unexpected invitation to play in the 1885 Scottish
Association Football Cup, they leapt at the chance. Alas, the invite had
not been meant for them; it was supposed to have been delivered to
their neighbours at the Orion Football Club. In the early days of the
game, though, such things hardly mattered. The cricketers begged, stole
and borrowed whatever kit they could, renamed themselves Bon Accord
and on 12 September struck out for Angus – in the middle of a ten-hour
rainstorm – to face the might of Arbroath. Lornie would have the
unenviable task of keeping goal.
Their opponents, known as the Red Lichties, after the light used to
guide fishing boats into harbour from the perils of the North Sea, were
an experienced, well-organized side. The faux footballers did not stand a
chance.
‘The leather,’ the Scottish Athletic Journal noted, ‘was landed between
the posts forty-one times, but five of the times were disallowed. Here
and there, enthusiasts would be seen, scoring sheet and pencil in hand,
taking note of the goals as one would score runs at a cricket match.’
It must have been a disheartening afternoon for Lornie, not least
because Arbroath’s ground, Gayfield Park, had no nets between the
posts: every time the hosts scored, Lornie had to scamper after the ball,
retrieve it and bring it back for more. It is testament to his
sportsmanship that he kept coming back. His reward was a 36–0 defeat,
still the heaviest recorded defeat in British senior football.
Only just, though. As Bon Accord were being hit for six, eighteen
miles down the road things were scarcely better for Aberdeen Rovers.
They had been drawn against Dundee Harp in the same competition,
and they were faring almost as badly. When the match was over, the
referee thought Dundee had won by 37 goals to 0; here too, though, the
spirit of sportsmanship came up trumps. The Harp players admitted they
had only managed a more modest 35. Arbroath would have their place
in history.2
In one day in 1885, the two sides between them scored seventy-one
home goals. A century and a quarter later league football continues to
grace both towns. In the season ending in 2011, though, their two
teams – Arbroath FC and now Dundee United (the Harp having expired
in 1897) – managed sixty-eight home goals between them all season.
The weather is much the same, but the goals have dried up in Angus.
The decline in goals is not unique to one corner of Scotland. It is
almost unheard of in the modern game to see a team reach double
figures; flick through clubs’ historical records and their most emphatic
victories and heaviest defeats almost always date back several decades.
Lornie would not believe it, but goals are rare, and goals are precious,
and they are treated as such.
That is why strikers, all over the world, tend to be so revered by
supporters and coveted by clubs. Trevor Francis, Britain’s first £1
million player, was a forward; so was Alan Shearer, the last Englishman
to hold the title of most expensive footballer in the game, after his £15
million transfer from Blackburn to Newcastle in 1996; and Newcastle’s
Andy Carroll – a striker, naturally – became the most expensive English
player when Liverpool bought him for £35 million in January 2011.

Indeed, a glimpse through the list of world record transfers is to read a


Indeed, a glimpse through the list of world record transfers is to read a
list of some of the greatest scorers – or providers – of goals in football’s
long history, from Juan Schiaffino to Diego Maradona and Jean-Pierre
Papin to Cristiano Ronaldo.
It is much the same for winners of the prestigious Ballon d’Or,
football’s most illustrious individual award. Only three even vaguely
defensively minded players have been handed the trophy since Franz
Beckenbauer won it in 1976 – Lothar Matthäus, Matthias Sammer and
Fabio Cannavaro – and all three of them did it in years when they led
their countries to victory in a major international tournament. The only
goalkeeper ever to win it was Dynamo Moscow’s legendary Lev Yashin
in 1963. Otherwise, it is a trinket contested by forwards, reward for
their wizardry – as in the case of the last-ever winner of the award,
Lionel Messi – or their ruthlessness, the trait which helped Andriy
Shevchenko, Michael Owen and George Weah claim the trophy.3
Football is a sport of chance and fortune, in which all we can hope to
do is make the best of what little influence we have. A great striker,
though, is seen throughout the game as someone who can seize control
of his destiny and his club’s, a man capable of taming the randomness.
Such a player, like the gems he provides, is rare and precious.

Football’s Uniqueness
The goal is more than just football’s primary product, the point of all the
huffing and puffing over the course of ninety minutes. It’s also more
than the reason teams buy wonderful, skilful attacking players and
managers develop intricate, complex defensive strategies. It is what
makes the game what it is. It is something that has to be worked for,
that only happens very occasionally, that we spend hours waiting to see.
Football is special, that much is clear. It is not just the beautiful game,
but the world’s game, a language spoken from the favelas of Rio de
Janeiro to the steppes of Asia. We would not have it any other way. But
its universal appeal demands investigation and, if possible, explanation.
Why is football so enduringly, so ubiquitously, popular? What is it about
football that people love?
The answer, of course, lies in the goal. The goal is football. Its rarity is
its magic.
Perhaps the easiest way to see what makes football special is by
establishing just what it is not. For that, we will need a mechanism to
compare it to other, similar sports, defined scientifically as being
‘invasion games’ that are ‘time dependent’.4 That means, in slightly less
convoluted terms, sports that take place on a defined pitch, with a final
whistle, and two teams trying to score against each other. Basketball,
lacrosse, the two codes of rugby, American football and hockey, both
field and ice, are all games belonging to the same genus as football.
But while football is similar to all these sports in broad terms, it is
clearly distinct. Football is defined by rare events – goals – but they exist
in a sea of hundreds, thousands of extraneous events: tackles, passes,
long throw-ins. Football is different because the things that decide who
wins and who loses happen only occasionally, while other things – such
as passes – happen all the time. And it is this rarity – the lopsidedness
between effort and scoring – we believe, that lends football its allure.
But rarity is a subjective concept: if you score once a month and I
score once a year, what is rare to you may seem frequent to me. So to
establish just how rare goals are, we need to compare football to the
other members of its family.
To do so, we collected data on team scores for games over the course
of a whole season, in 2010 and 2011, in the top leagues for basketball,
ice-hockey, football, American football, rugby union and rugby league.
That meant analysing 1,230 NBA games, 1,230 in the NHL, 380 in the
Premier League, 256 in the NFL, 132 rugby union matches and 192
from Australia’s NRL. We also calculated the ratio of goals (and shots,
where possible) per minute, as well as goals per attempt for each sport.
We had to make a few adjustments to make the scoring comparable;
American football’s scoring system of six points for a touchdown and
three points for a field goal or basketball’s two points for a basket, three
for a long shot and one for a foul shot, for example, had to be
transformed so that we could compare them to football scores.

The point was to count the number of times a team scored a goal or
The point was to count the number of times a team scored a goal or
the equivalent of a goal. In the simple experiment, we counted up the
total number of times a team scored; in the more complicated test, we
adjusted these for the relative values of scores. But we needn’t have
bothered – the conclusions we come to are unaffected by how we do the
maths.
Two of the bars in Figure 15 stand out immediately. Basketball is
clearly different from the others by a huge margin. If football is a sport
of rarity, basketball is a sport of plenty, of frequency, of an almost
relentless abundance. There are more scores in basketball than in any
other sport by a considerable order of magnitude (note that the left-hand
scale in the figure is logarithmic).
*Football and ice hockey: goals; basketball: total of field goals, free throws and 3 pt shots;
American football: total of touchdowns, extra points, field goals, 2pt conversions and safeties;
rugby union and rugby league: total of drop goals, tries, conversions and penalty kicks.

Figure 15 Scoring with your team or club

But more relevant is the distance by which football anchors the other
end of the scale. If basketball’s bar looks like LeBron James on a
stepladder, football’s is Lionel Messi in a pothole, crouching down to tie
his boots. It is hardly a dramatic revelation to say that football is the
lowest scoring of the team sports. The extent by which it achieves this
distinction, though, is stunning.
Just as important is the fact that footballers make fewer attempts to
score. In comparison to those other sports where attempted scoring is a
relevant statistic, the numbers show that football teams shoot a little
more than twelve times per match. In hockey, that rockets up to thirty,
and in basketball, 123.
Once time is factored in, it becomes even clearer that football’s genius
lies in the way it makes fans and players alike wait for their reward. In
American football, there is a score every nine minutes on average; in
rugby, it is every twelve and a half minutes and in hockey every twenty-
two. In football, a team scores a goal once every sixty-nine minutes.
Football is a sport of deferred gratification.
It is also a sport of glorious inefficiency.
In the introduction we mentioned that Opta recorded 2,842 events
during the 2010 Champions League final between Inter Milan and
Bayern Munich. Two of those were goals, both scored by Diego Milito,
signed by José Mourinho for more than £20 million the previous
summer. Two events of 2,842 that count. That’s one goal per 1,421
events. No other sport demands so much effort from a team before
anything happens that actually matters.
That is what makes football special, and what makes football what it
is. It takes so much effort to score that each goal is celebrated that little
bit more joyously, and means that little bit more. That is why the game
is so exciting. Any one goal, at any time in the game, can be the
difference between victory and defeat, between delight and despair. The
goal is football’s beauty, and she’s a rare and reluctant beauty indeed.

Accounting for the Drought


Thanks to a Basque by the name of Ignacio Palacios-Huerta, we know
that, while goals once were plentiful, since Andrew Lornie’s dismal
debut, they have been getting ever rarer. What is not immediately clear
is why that should be.
Palacios-Huerta is an economist at the prestigious London School of
Economics. Some time ago he became concerned with football’s main
product – goals, and the outcomes of matches.5 To find out whether
there had been any significant changes in how many goals have been
scored in the average match since the start of organized football, he did
what any good economist would do: he gathered as many numbers as he
could and he analysed them. That meant looking at the goals scored in
all games in the English professional and amateur leagues between 1888
and 1996. That’s 119,787 matches.6
Palacios-Huerta focused first on the top tier. His careful analyses of
those games showed that goals have declined over the course of
football’s history. At the end of the 1890s and the start of the 1900s,
the scoring rate per match in English football’s top flight was plunging,
from a high of around four and a half goals per game. It continued to fall
until the change of the offside rule in 1925 – reducing from three to two
the number of opponents needed to be between a player and the goal
line, and therefore making it easier to score – caused the rate to jump up
by almost a goal a game. Yet again, that higher rate of scoring eroded
towards an average of three goals per match until the outbreak of World
War II. When organized football returned at the end of the conflict, there
was an increase, but by 1968 the average was once more around three
goals a game. By the time Palacios-Huerta’s data ran out, it had slipped
even further, down to 2.6 goals a game in the 1996 Premier League
season.
If that seems obvious, keep in mind that there are strong arguments
that would suggest scoring should have gone up over time. Going by
other areas of human performance that would be a more than reasonable
assertion. Pitches and players are much better maintained than they used
to be, equipment is better, and clubs can now cherry-pick the best talent
from across the globe. Things generally get better as time wears on.
That’s certainly the argument Geoff Colvin makes in his bestselling
book about the origins of exceptional human performance, Talent Is
Overrated: ‘Most apparent is the trend of rapidly rising standards in
virtually every domain,’ Colvin writes. ‘To overstate only slightly,
people everywhere are doing and making pretty much everything
better.’ Among the more amusing examples are the fact that ‘today’s
best high school time in the marathon beats the 1908 Olympic gold
medallist by more than twenty minutes’, or that, in diving, ‘the double
summersault was almost prohibited as recently as the 1924 Olympics
because it was considered too dangerous’. ‘Today, it’s boring,’ he adds.7
If Colvin’s theory is correct, goals per game should not have gone
down. Of course, just as strikers have got better, so have defenders and
goalkeepers; but improvements in offensive and defensive performance
should have moved in tandem over time, meaning at least as many goals
could be expected now as were scored one hundred years ago. That,
plainly, is not the case.

Why, then, are goals becoming more and more rare? Rule changes
Why, then, are goals becoming more and more rare? Rule changes
have had only a fleeting effect – the change in the offside law in 1925,
the introduction of three points for a win in 1981 and disallowing the
back-pass to the goalkeeper in 1992 – if any at all. Likewise, the
disruption caused by the two world wars did not alter the long-term
trend.
If talent by itself – not tactics or training – had something to do with
the increasing rarity of goals, then we should see differences in scoring
across the divisions, and those differences in scoring should change over
time. The logic goes something like this: let’s assume that there was a
gap between the aptitude of the players in the top tier and second tier of
the Football League around the turn of the twentieth century. Given the
nascent professionalism circa 1900, this talent gap was likely to have
been quite modest early on. But over time, the rise in salaries, the
dramatic growth of resources for training and the global sourcing of
players have increased the talent gap between what is now the Premier
League and the Championship. Put simply, the difference in the average
player’s talent between first and second division should be greater now
than it was a century ago.
It is reasonable to suppose that a similar trend has taken place since
the end of World War II in the difference in ability levels among the
second, third and fourth levels of professional football. Logically, then, if
skill and talent alone – athletic goalkeepers able to cover more of the
goalmouth more quickly, defenders quicker to the ball and more lethal
in the tackle, midfielders with more speed and stamina able to track
back rapidly and continually – were responsible for the decline in goals,
then changes in the relative talent levels across the leagues should mean
that their scoring levels should also diverge over the course of the
twenty-first century and into the present.8 Divergent trends in talent
should have gone hand-in-hand with divergent trends in goals. So goals
should have become more rare in the top division than the next division
and so on, and differences in goal frequencies should increase over time.
For us to establish whether that is correct, the key assumption – the
widening of the talent gap among the tiers of English football – has to be
true. And so, for proof, we can look at the FA Cup, the one tournament
where the various levels of football skill have met one another for well
over one hundred years. Because teams from different divisions regularly
play each other in the competition, it also allows us to see if the best
really have got better.
Figure 16 shows the number of clubs from the top tier, the second
flight and all the lower levels who have reached the FA Cup quarter-
finals since 1900. Each trophy represents an average of one club;
trophies missing their tops and handles represent proper fractions.
Hence, in the first decade of the twentieth century, on average, 4.8 top-
tier clubs, 1.7 second-tier clubs and 1.5 non-league clubs made the
quarter-finals.
The chart shows that, today, the quarter-final spots and the silverware
are being hoarded by the big boys at the expense of their smaller rivals.
There are exceptions, of course, such as Millwall and Cardiff City
reaching the final in 2004 and 2008 respectively, but the general trend
is clear: since the immediate post-war years, the second tier has lost
almost a spot and a half to the top division.
This is strong evidence that the gaps in talent and skill among the tiers
of English football have indeed widened through the years.
But now the key question: have the growing gaps in talent
corresponded with divergences in scoring rates across the tiers of
football?
Conducting a series of sophisticated statistical tests, Palacios-Huerta
found that, as far as goals go, the top tier and the second were the same.
Their historical, year-by-year distributions of goals were identical.
Similarly the post-war pattern of goals was shared between all divisions,
top to bottom. The general impression was the same, no matter how
good players were: occasional bumps, caused by rule changes or the
wars, set against a trend towards fewer goals. Skill levels have increased
and they have diverged. And yet, the present-day top-tier defender who
is so very much better than his 1948 counterpart, and the League Two
defender who is only moderately better than his post-war foil,
nevertheless thwart goal scoring with equal efficacy. Hence, we can say
definitively that the scoring drought in Angus and all other parts of the
football world is not due solely to the increased skill and athleticism of
footballers.
Figure 16 English FA Cup performance by tier, 1900–2012

Note: Based on average number of clubs qualifying for the quarter-finals.

So we know goals, since the end of the Victorian age, have always
been rare, and we know that they’re getting rarer. We know that is not
because of rule changes, major international cataclysms, or the rising
level of skill. No, it is something entirely different that is leading to
football becoming the most abstinent of sports. Goals are more rare now
than they were before because the very nature of the sport has changed.

The Great Levelling


There are two histories of football. One is a tale of wonderful players, of
ingenuity and guile and wizardry, constantly finding new ways to
improve on (what at the time looks like) perfection. It is supported by
Colvin’s theory and by our FA Cup data, and it explains the great
defining geniuses who have illuminated football’s various ages: Di
Stefano, Pelé, Maradona, Zidane, Messi – all finding new horizons, new
ways to improve, to take the game to the next level.
And there is a second history, one of the men who did all they could
to stop them. Not the defenders, but the managers, who dreamed up
catenaccio and zonal marking and the sweeper system and all the rest:
all of it designed to stop the virtuosos showcasing their talents. Even the
tiki-taka style honed and perfected by Barcelona and adopted by Spain
has been labelled a primarily defensive approach – passenaccio –
because its emphasis is on starving the opposition of the ball.
Players have improved as the game has matured: they run faster, they
shoot harder, they dribble quicker and they pass more accurately. And
as they have improved, so structures have been built to contain them.

These structures – offside traps, pressing, zonal marking, triangular


These structures – offside traps, pressing, zonal marking, triangular
passing – are the reason that goal scoring has largely withered on the
vine. Tactics and strategies have become more complex, cutting off the
supply of goals. As individuals have stretched the limits of their own
abilities, so teams have found ways to counteract them. As football has
developed, it has become a sport in which better and more skilled
athletes are more effectively combined, positioned, structured and
unified, and as a result, Lornie’s heirs have to fetch much less leather
out of the back of their nets.
A quick glimpse at typical formations over the years proves as much.
There was a time when seven players on any given side were given over
to attacking, with two half backs and one full back. That soon morphed
into the W-M formation as two attackers were pulled back, and then
came the 4–2–4 of Hungary and Brazil, the 4–4–2 so beloved of English
managers, and now the trend is to deploy just one striker. Barcelona and
Spain do not even do that, since the rise of what has been called the
false nine. As the title of Jonathan Wilson’s magisterial history of tactics
suggests, the pyramid has been inverted.9
That says a lot about the nature of the game we love. Where once
football was purely an attacking sport, it is now focused on developing a
symmetry between scoring and not conceding. It has grown into a more
balanced game of offence and defence. When tactical changes produced
teams that were more defensive but still won (or perhaps won even
more), their opponents adapted their playing styles in response. Over
time football was discovered as a game that is fundamentally about
avoiding mistakes and punishing the other side for theirs.
That bears itself out in the numbers. Had Opta been present at a
league game in 1910, we suspect they would have recorded hundreds of
touches of the ball from forwards, but very few from a team’s ineffectual
defenders. A century later, defenders and midfielders see significantly
more of the ball then forwards. Opta’s figures show that defenders
averaged 63 touches of the ball per ninety minutes in the 2010/11
Premier League season, with midfielders on 73 and forwards down to
51.

This is a worrying trend, not least because Palacios-Huerta’s findings –


This is a worrying trend, not least because Palacios-Huerta’s findings –
together with the switch in emphasis from an attacking to a defensive
game – suggest that, at some point, the goal, already threatened with
extinction, may die out altogether.
To find out quite how fast that day may be approaching, we decided
to update his work (his data ended in 1996). So we gathered more
recent information, focusing on football after World War II, and
examined the trends in scoring ourselves. Since one season can be
unusual for a host of reasons – the weather, luck, a few particularly dire
teams – we wanted to be certain we were homing in on a historical trend
not distorted by random fluctuations. When we employed a statistical
technique known as lowess smoothing that cuts away much of that
‘noise’, a startling picture emerged.
Instead of the persistent downward trend in goals we have seen over a
century and a half of play, in the last sixty years or so there appears to
be a levelling off. Goals are not dying. They are plateauing. Scoring has
remained essentially stable in the last two decades, perhaps even as far
back as the 1970s.
Figure 17 Goals per match, English first tier, 1950–2010

This means a dynamic balancing between two forces: offensive


innovation and defensive technology.
Over time, as knowledge about the game spread and successful ideas
were copied all over the world, teams have become more alike. Many of
the higher scores in the early days of the game had less to do with
variations in players’ abilities and playing conditions, and more to do
with some select clubs having huge advantages in training, setting up
tactically, and organizing and coordinating instantly on the pitch. In
other words the Orion cricketers were most disadvantaged not by the
lack of dribbling and passing expertise, or by the rain and the mud, but
by their disorganization and collective tactical ignorance.
Slowly but surely, intentionally and through trial and error – and
mostly by eliminating mistakes and weaknesses – teams have become
more similar to one another over time.
Looking at the average number of goals scored can be a little
misleading, though: a team that scores 0, 0, 0, 6 and 9 goals in five
matches has the same average number of goals as a team that scored
three in every single outing. The average is interesting, but it does not
tell us how many unusual teams and matches there were, and whether
the number of these outliers has changed over time.
It has, and considerably. When we calculate the average goal
difference in each match in each season of league football since 1888,
we see that teams have become more similar in both defensive and
offensive output. Teams now win by fewer goals than they used to, with
the average goal difference in a match declining from over one to less
than half a goal over the last century or so. In one hundred years, the
differences between teams have declined by around 50 per cent. If you
look at the last thirty years, you’ll see that even as the total number of
goals has levelled out, goal difference has continued to shrink.
To draw an economic parallel, as their industry has matured,
footballers make fewer units of their primary products than they did
when their business was young. The trends also suggest that the
manufacturing technologies – the best ways of playing – have been
diffused over time: through sharing and imitation, along with an
opening to a global pool of talent everyone has access to, teams have
grown more similar. Football, in this sense, is just another economic
sector: today, a Toyota car is scarcely different from a Honda or a
Volkswagen; in the very early days of the motor industry every
manufacturer used components made to its own specification.
That suggests that one of the sport’s great truisms – that the power
and wealth of elite clubs has unbalanced leagues across the world – may
be a myth, at least when examined from a long-term, historical
perspective. If anything league football is more competitive now than it
was fifty or a hundred years ago.
Our friends in Arbroath prove this for us: at the top of the football
pyramid, the relative rate of improvement for the worst clubs has been
greater than that of the best, so there are no longer regular games
between fully professional teams and those comprised of tinsmiths, gas
fitters and cricketers. Derby, 2007/08 vintage, might have been the
worst team in Premier League history, but they were closer in collective
ability to champions Manchester United than Birmingham would have
been when they propped up the division a century earlier as United
secured their first league title.
That increased competition has had one added impact: it has made
goals even rarer, even more precious than they were sixty or a hundred
years ago. This is one of the great misunderstandings about football: that
fans come to see goals. That was what was behind the change in the
offside rule, the introduction of three points for a win, or the abolition of
the back-pass – a misguided belief that all supporters want to see are
goals. What they really want to see are matches in which every goal is
essential and potentially decisive.
With the levelling off of total goals and the continued decrease in goal
difference, the industry of football has delivered its customers exactly
that – tight, low-scoring, nail-biting matches in which no team is
guaranteed a thrashing or is facing the insurmountable odds Orion’s
cricketers-cum-footballers did all those years ago.
Fans may look at the profligate days of the 1890s with longing,
assuming more goals equalled more fun. But it is the rarity, the
preciousness, of each and every goal that makes them mean so much.
Currently, goals in English football are manufactured at a rate of
around 2.66 for every game played, across the divisions and ability
levels. Sometimes that goes up a little, sometimes it goes down, but
overall it is remarkably stable. So you will see 1,000 goals, give or take,
in the Premier League this season, and the season after that, and the
season after that. Football seems to have found its equilibrium.

Everything That Rises Must Converge10


‘I play therefore I am,’ the Uruguayan author Eduardo Galeano wrote in
his treatise Soccer in Sun and Shadow. ‘A style of play is a way of being
that reveals the unique profile of each community and affirms its right
to be different. Tell me how you play and I’ll tell you who you are. For
many years soccer has been played in different styles, expressions of the
personality of each people, and the preservation of that diversity is more
necessary today than ever before.’11
It is an evocative sentiment, beautifully expressed, but one that is
open to misinterpretation. Across the world, there is a powerful belief
that foreigners, outsiders, immigrants, often fail to grasp the intricacies
and subtleties present in their new league. In England, this credo finds
itself crystallized in the ‘rainy night at Stoke test’; that is, the belief that
certain types of players cannot be viewed as Premier League material
until they have shown they can cut it under a downpour at the Britannia
Stadium.
This insularity, this semblance of superiority, is not an exclusively
English attitude. In Germany, when Frank Arnesen, previously Technical
Director at Chelsea, joined Hamburger SV and brought with him Lee
Congerton and Steven Houston, formerly scouts at Stamford Bridge, they
were accused of not understanding the vicissitudes of the Bundesliga.
Houston and Congerton were intriguing appointments. Houston, a
former insurance analyst who trained in sport at the Houston Rockets of
the NBA, is one of football’s first ‘technical’ scouts, a man who uses data
to assess the opposition, potential recruits and his own players.
We spent some time with them in 2011 to discuss their plans to bring
a new brand of analytics to one of Europe’s grand old houses, a club so
venerable that it is known in Germany as the country’s ‘dino’ – the only
member of the Bundesliga present since its inception. It was a difficult
season. Things were not going well on the pitch or off it, and the former
Chelsea men stood accused of introducing alien, foreign concepts to a
league where such an approach was not appropriate. Germany, the
Germans said, was different, just as the English think the Premier League
is a class apart, and the Spanish and the Italians believe that their type
of football is unique.
In some ways, perhaps they are. Perhaps styles change or the
frequency with which the referee blows his whistle varies a little. But
when it comes to what really matters, they are not unique at all. The
strongest leagues in the world, those in Germany, England, Spain and
Italy are distinctly similar when it comes to their key traits. In fact, our
data show that, despite superficial differences, the most elite leagues are
incredibly alike. Everything that rises must converge.
That is not to say that where you are from does not make a difference
on the pitch. In 2011 the political economists Edward Miguel, Sebastián
Saiegh and Shanker Satyanath examined the connection between civil
conflict (political violence) in a player’s home country ‘and his
propensity to behave violently on the pitch, as measured by yellow and
red cards the player received’.
Their study’s storyline is straightforward: many of today’s professional
footballers come from poorer countries with significant levels of civil
strife and political instability, while others were raised in the rich,
stable, democratic countries of the West. Does this affect how they
behave when they play the game? The answer appears to be yes. Based
on data from the 2004/05 and 2005/06 seasons in five national
leagues (England, France, Germany, Italy and Spain) as well as the
Champions League, Miguel et al. found a connection between civil
conflict in a player’s home country and a player’s propensity to behave
violently on the pitch, as measured by yellow and red cards: as the
number of years a country has experienced civil war goes up, so does the
average number of yellow cards per player from that country.
‘Colombia and Israel are the two sample countries that experienced
civil war in every year since 1980, and their players are remarkably
violent on the pitch. Inter Milan’s Colombian defender Iván Ramiro
Córdoba is a case in point: in 2004–2005 and 2005–2006, he
collected a stunning twenty-five yellow cards.’
The same pattern appears when the authors look only at players from
the non-OECD countries (poorer, less democratic countries in general).
While the study doesn’t really explain how or why these effects exist,
they do provide evidence that players from different countries – with
different cultures and political histories – exhibit different behaviour on
the pitch.12

There is an abundance of data to support that idea. Consider the types


There is an abundance of data to support that idea. Consider the types
of formations typically employed by teams in the Premier League and La
Liga. Data from Opta Sports show that Spanish clubs used a 4–2–3–1
formation in 57.8 per cent of all matches they played during the
2010/11 season, while English teams did so in only 9 per cent of theirs.
By contrast, the preferred formation of English clubs was a classic 4–
4–2 (used 44.3 per cent of the time). And while the second most
preferred formation of Premier League clubs was a 4–5–1 – used in 18
per cent of all matches – La Liga clubs used 4–5–1 in a negligible 1.3
per cent of games. If nothing else, these differences point to contrasting
tactical approaches to the game.
Or consider differences in discipline (or, as perhaps an upright
Englishman might say, a willingness to dive). When we compare the
number of fouls and cautions in England and Spain over the course of
the seasons 2005/06–2010/11, we find some noteworthy differences.
While the average Premier League match saw twenty-four fouls, referees
in La Liga whistled for a foul thirty-four times per match – a
considerable difference of some 40 per cent.
The number of cautions tells a similar tale: while Premier League
referees showed 3.2 yellow cards per match over those same five
seasons, referees in Spain’s La Liga were busy at a rate of 5.1 yellow
cards per match – a difference of 59 per cent.
The Miguel, Saiegh and Satyanath study we mentioned above also
provides support for these numbers – they find that the incidence of
yellow and red cards is systematically higher in Spain than elsewhere,
even after they adjust for important factors such as players’ positions,
age, quality and homeland strife.
But none of these minor discrepancies affect the outcomes of matches.
They are incredibly similar across the top level of football in the twenty-
first century. The most essential elements of the sport differ very little
across countries and leagues. And there is one element more crucial than
any other: the rare, the precious goal.
When it comes to goals, though, all those findings, and Galeano’s
philosophy, do not stand up. It does not matter whether your league has
more foreign players or is reliant on homegrown talent; it does not
matter if your tactical blueprint was originally inspired by Rinus Michels
and Johan Cruyff or by Nereo Rocco and Helenio Herrera, the
grandmasters of catenaccio; it does not matter a jot if your league is
infused with imports from northern Europe and France, like the Premier
League, or Brazil and Argentina, like Spain and Italy, or Eastern Europe,
like Germany. It may or may not be true that English players are fair,
energetic and robust, that Argentines are wily and erratic, that Brazilians
are rhythmic and inventive and that South Koreans and Japanese players
are hard-working and well organized. None of it is important when we
look solely at goals in football’s top leagues.
So sure are we that football looks the same among its ultimate elite,
we have prepared an experiment on the nature of scoring in the best
leagues. To identify the best leagues, we bow to UEFA: their numbers
show that, for many years now, there are four leagues that have risen
above all others: the Premier League, the Bundesliga, La Liga, and Serie
A. Figure 18a shows the goals that were scored in the average match in
these leagues in the eleven seasons from 2000/01.
Can you tell which one is which? If not, don’t feel too bad. The nature
of the game is incredibly uniform at the top level. It does not matter
where you are playing or where your players are from: the essential
features of the game, goal production and goal prevention are as similar
as you can imagine. This convergence has not occurred in lesser leagues,
such as the Dutch Eredivisie, Ligue 1 in France or US Major League
Soccer. Differences thrive at lower altitudes. At the game’s summit, the
outlook is broadly the same.
Figure 18a Goals per match in Europe’s top four leagues, 2000/01–2010/11

Figure 18b repeats Figure 18a, adding labels for each league. The top
leagues all average slightly fewer than three goals per match, and there
is little variation. The production numbers in these leagues are
extremely consistent – especially considering that we are talking about a
span of a decade and very different countries and leagues – and it’s hard
to detect any real-time trends or cross-league differences. Virtually
without fail, spectators in the biggest leagues of European football saw
more than two and a half and fewer than three goals per average match
over the last decade – no matter where they went to the stadium.
That is not what we are taught to believe. We are informed
consistently that differences in styles, tactics and personnel all matter,
that in Italy the game is more defensive, in Spain it is more elegant and
in the Premier League more physical, more exciting. Football’s culture
changes from country to country and continent to continent. We all
know that.
So what about how those goals are produced? ‘Tell me how you play
and I’ll tell you who you are,’ as Galeano wrote. Surely in England the
majority of goals came from inswinging crosses being met by thunderous
headers, in Spain from long, flowing passing moves and in Italy from
lightning-fast counter-attacks?
But here, too, features of a game that we can count – things like
passes and shots – look very similar between leagues. Opta figures from
the 2010/11 season show that the average team in the average match
in the top four leagues in Europe completed between 425 (Bundesliga)
and 449 (Serie A) passes. In Italy, only 54 of those passes were long,
whereas the high was in Germany, too, with 59; those two countries
provided the bookends for short passes: Germany with 332 per game,
Italy 356. The differences between nations are cosmetic, shallow. The
game is the same across the world’s elite football leagues. If it was not
for the shirts, you would not be able to tell them apart.
Figure 18b Goals per match in Europe’s top four leagues, 2000/01–2010/11

Table 2 Passes per game in the top four European leagues, 2010/11

Total passes Long passes Short passes

Bundesliga 425 59 332

La Liga 448 56 355


Premier League 438 57 343

Serie A 449 54 356

This convergence holds true for many other key measures. The data
also show that teams took roughly the same number of total shots on
goal (14) and shots on target (4.7), they earned a similar number of
corners (about 5), and they are awarded roughly the same number of
penalty kicks (0.14) per game, too.
We also found that the number of free kicks, crosses from open play,
or headed goals were pretty much the same.
Table 3 Shots, corners and penalties in the top four European leagues, 2010/11

Shots Shots on Target Corners Penalties

Bundesliga 12.9 4.6 4.9 0.14

La Liga 13.0 4.8 5.4 0.15

Premier League 14.5 4.6 5.5 0.13

Serie A 13.8 4.4 5.3 0.14

So although referees reach for their whistles and cards considerably


more in Spain, and though the game may appear much faster in England
than in Italy, such differences are more cosmetic than we believe.
Whatever differences exist between the leagues are considerably smaller
than year-on-year variations.
Stereotypes might make us think we’re all different, but when it
comes down to what really matters, when the game is stripped down to
its basic components, we’re more the same than we would like to admit.
Goals are just as rare and just as beautiful, wherever the world’s top
players do their job.
3.

They Should Have Bought Darren Bent

Sometimes in football, you have to score goals.


Thierry Henry

The Budget Minister was furious. It was, he said, ‘indecent’. The Sports
Minister described it as ‘deplorable’, while his predecessor pronounced
herself ‘disgusted’. Even the President of the Republic got involved. This
was not some parliamentary sex scandal, though, or an affair which had
caused outright fury in France. No, this was simply the reaction to the
decision by Paris Saint-Germain’s Qatari owners, in summer 2012, to
pay their star striker €1 million every month for four years, after tax –
meaning footing a bill of €35 million every year for one player, in
addition to his €25 million transfer fee.
How can a club justify spending such an exorbitant sum on one
footballer, no matter how talented, even when the money is coming
from an oil-rich Arab state determined to build one of the world’s
foremost clubs? In PSG’s case, it’s simple: they were not spending €165
million on a player. They were spending it on a guarantee of success.
Zlatan Ibrahimović, the player in question, is a serial title winner.
Between 2003 and 2011, the giant Swedish striker won a league
championship every single year, wherever he played. That’s eight
straight titles, including one in Holland, one in Spain and six in Serie A.
He is more than just a good-luck charm: only once did he fail to score
more than fourteen goals in a league season. Ibrahimović is not a
passenger, along for the ride; he is a difference-maker.

It is the goals that make Ibrahimović so valuable. Indeed, it is unfair


It is the goals that make Ibrahimović so valuable. Indeed, it is unfair
to single the Swede out when, all over the world, premium fees and
astronomical wages are set aside for strikers. After all, they are the men
who provide the rare, precious commodity that makes football what it is
and what we all love.
Take the final day of the January transfer window in 2011: that
dramatic night when Fernando Torres was flown down to Chelsea, who
had paid £50 million, and presented to the club’s fans just after
midnight.
As his former club, Liverpool, came to terms with the loss of their
idol, they, too, heard the dull thud of rotor blades above their Melwood
training base. Just hours after paying a then club-record fee of £23.6
million for Luis Suárez, of Ibrahimović’s former club Ajax, Liverpool
lavished £35 million on Andy Carroll, the striker helicoptered in from
Newcastle to complete the deal before the deadline.
Goals are rare all over the world. They are rare in games, when you
consider that, on average, a Premier League team will score one goal or
less in 63 per cent of its league matches, and in 30 per cent it will fail to
score at all. Goals are rare for players: over three Premier League seasons
between 2008 and 2011, 861 players saw playing time – a total of
30,937 individual player match appearances. The vast majority of these
appearances – 28,326 or 91.6 per cent – ended with the player not
scoring, 45 per cent of players never scored a single goal for three
seasons and 17,322 individual match appearances – 56 percent – ended
without the player taking a single shot; a little over 80 per cent of the
time, a player takes either no shots, or just one.
A quarter of all players over those three years – 221 – did not even
have a shot on goal. Over three years. No shots. In three years.
No wonder, then, those select few who can not only shoot but score
are so highly prized, so highly valued by football’s free market; no
wonder, as in the case of Ibrahimović, it is believed that there is such a
direct corollary between goals and wins, and wins and trophies. Clubs
pay a lot for forwards, and they pay forwards a lot, because they know
quite how valuable goals are: goals win games, goals get points.

But that is not the same as saying that every goal has equal value.
But that is not the same as saying that every goal has equal value.
Some goals are worth rather more than others.

From Silver to the Gold Standard


Ibrahimović owes at least part of his salary to one of football’s true
innovators: Jimmy Hill. In his later years, Hill became familiar as a
television presenter and pundit, but there was a time when, as chairman
of the Professional Footballers’ Association in the 1950s, Hill was far
from part of the establishment. In many ways he was a revolutionary.
It was Hill’s campaign to scrap the Football League’s maximum wage
– a paltry £20 a week – that led, slowly but surely, to the inflated
salaries of today’s Premier League stars.
Hill became chairman of Coventry in 1961, as the maximum wage
was being abolished, and masterminded the Sky Blue Revolution that
transformed the club; the colour of their kit changed, they sold the first-
ever match-day programme and he even gave them a club song. Later,
he would commission England’s first all-seater stadium.
His most significant legacy, though, is the three-point rule. Hill had
long thought that football had become too defensive and dull, too
uninteresting for spectators. He felt instinctively that goals had become
rarer with every passing season. This needed to change for professional
football to thrive. Hill’s solution was as simple as it was far-reaching: he
proposed that victory should be rewarded with three, rather than two,
points to make wins more valuable – the equivalent of shifting from
silver to the gold standard. After a trial run in the Isthmian League for a
few years in the 1970s, Hill won over the Football Association and
convinced them to give three points for a win a trial run in 1981.
The experiment was judged such a success that, in 1995, Fifa
followed suit, commanding that all its constituent leagues award three
points for a victory. Sepp Blatter, General Secretary of the game’s
governing body, called it ‘the most important sporting decision taken
here, but it rewards attacking soccer’. The reward, the theory went, was
50 per cent greater, so teams would take more risks, leading to more
goals, more entertainment, more fans.
To find out whether the change worked as intended should be simple:
compare how many goals were scored in the season preceding the
introduction of three points for a win to the number scored during the
following campaign. Such an approach is insufficient, though, because
such a relatively small sample size could have any number of other
factors at play, from the varying qualities of relegated teams and
promoted clubs to changes in ownership, coaching and even the
weather. A more accurate scientific method – and an experimental
mindset – is required.
Two German economists, Alexander Dilger and Hannah Geyer, came
up with a way to test what changed when their nation’s football leagues
switched to three points for a win. They looked at 6,000 league games
and 1,300 from cup competitions over the ten years before the rule
change and the ten after. The cup games provided the control group,
unaffected by the switch (since the reward in tournament football is
progression, not points).
Dilger and Geyer did find that the three-point rule had a dramatic
effect on one aspect of a football match, but it wasn’t goals. In league
games three points for a win led to a drastic increase in the number of
yellow cards. Attacking football had increased, but the ‘attack’ consisted
not of strikes on goal, but rather of clips of the opponents’ heels, pushes
in their backs, and late tackles.
There was also a clear decline in the number of draws –
understandable, since losing two points for parity is less palatable than
only losing one – and a rise in the number of victories by a one-goal
margin.
With three points available for victory, a manager’s substitutes were
focused on defence, back lines refused to move forward, and the number
of long clearances rose.1 Goals had not become more abundant, but they
had become even more decisive and valuable. Three points for a win had
not rewarded attacking football. It had rewarded cynical football.
Here too, Ibrahimović owes Hill a little of his income. Even an
artificial attempt to increase the frequency of goals failed; in a number
of ways, the introduction of three points for a win may even have made
goals harder to score, so many more fouls did strikers now have to
endure. A player like the giant Swede who can still find the net regularly
is genuinely priceless, at least to a football club. The French Budget
Minister may disagree.
That is not to say that clubs should go out and lavish millions on any
old forward; indeed, there is an inefficiency to how strikers are
identified that could be costing teams across the world fortunes. Goals
are rare and goals are valuable, but as we mentioned before, not all
goals are worth the same.

The Floating Exchange Rate


We have seen that their scarcity makes goals more valuable, in terms of
points, in football than in other team sports, just as goals are almost
equally infrequent across football’s elite. That should mean it is possible
to find a uniform value for goals across the game’s big leagues. And just
as there is an exchange rate for turning pounds into dollars and euros
into pounds, there is an exchange rate for turning goals into points.
There is one crucial difference. Unlike currency, where the rate in
dollars for the first pound exchanged is identical to the rate for the
eighth pound, we will see that the exchange rate for goals is entirely
dependent on how many goals have already been cashed.
A straightforward way to see this is by calculating how many points
an average team won per match, depending on the number of goals they
scored in that match (Figure 19). And to make sure this number
represents long-term tendencies, we used data from the 2000s for the
four top leagues – the Bundesliga, Serie A, the Premier League and La
Liga; Paris Saint-Germain, Ibrahimović’s new home, do not feature just
yet.
The first thing the data tell us is relatively obvious. Scoring five goals
or more virtually guarantees a team all three points. There are one or
two historical exceptions, outside our data set, including a pair of 6–6
draws between Leicester and Arsenal and Charlton and Middlesbrough
in 1930 and 1960 respectively, but the basic truth holds: as soon as you
score your fifth goal, you can reasonably expect to have guaranteed
victory.
Figure 19 Goals and points per match in Europe’s top four leagues, 2000–2011

It also shouldn’t come as a surprise that not scoring at all doesn’t yield
very much in terms of points. But that is not the same as saying that
scoring no goals does not glean any points at all: between 7 and 8 per
cent of games end in goalless draws, so zero goals on those occasions
will earn a team a point.
Those are extremes. It is in the middle of the distribution where our
graph rises most sharply before levelling off. It is in this incline that
goals are most valuable.
A single goal virtually guarantees at least a point, statistically
speaking; two goals gets a team closer to a win than a draw; at more
than two goals, teams get very close to a win, though even three or four
goals do not quite guarantee victory; Newcastle, having recovered from
four goals down against Arsenal and poor Reading, scorers of four goals
against both Tottenham and Portsmouth in 2007 but losers on each
occasion, will confirm that.
This pattern holds across all four leagues. There are slight variations –
a single goal is slightly less valuable in the Bundesliga than in La Liga –
but generally, goals are worth the same number of points in England and
Germany, Italy and Spain. At the top of the game the value of football’s
currency is remarkably similar.2
The shape of the curve proves one critical thing: goals are not created
equal. Some are worth more than others, depending on whether they are
the only goals scored or whether they already have company. The
numbers tell us that scoring three goals doesn’t give you three times as
many points as one single goal, and four goals – an increase of 33.3 per
cent in goals from having scored three – doesn’t give you 33.3 per cent
more points than three goals do.
In other words, the exchange rate of each goal varies according to
how many other goals have been scored in the game.
As Figure 20 reveals, the most valuable goal is the second (increasing
the team’s predicted point value by 0.99). In contrast, going from a
likely thrashing to a probable stomping (that is, a fifth goal) is
exchanged for only 0.1 points. This does not change between countries:
two goals in Italy are worth about the same number of points as are two
goals in Spain. Strikers struggling for form – as happened to both Carroll
and Torres after that dramatic deadline day in 2011 – would disagree,
but not all goals mean as much as each other, at least to the team’s
chance of success.
There are times when those extra, worthless goals later become
extraordinarily important: that 6–1 rout at Old Trafford in October
2011 effectively handed Manchester City the Premier League title, on
goal difference, in May 2012. These are exceptions, though. Teams
looking to win more games need to know which players can score the
goals that matter most.
Figure 20 Marginal points produced by goals

Strike Price
This may seem an abstract exercise but it has some very real
ramifications for the game. If a team’s second goal is the most valuable,
and between them the first and the second are vastly more valuable than
the rest, then it suggests that the old technique of simply tallying up a
striker’s goals as an assessment of his productivity – and a basis for his
estimated value – is simply wrong.
Strikers who score the key goals, the ones that can be directly
translated into more wins and more points, are worth rather more than
the flat-track bullies who appear to rub salt into wounds, scoring the
third and fourth goals as victory turns into a drubbing. Simply counting
strikes can be deceiving: one goal is not the same as another.
This is a truth that seems to have eluded the transfer market thus far.
When we looked at the goals and games from the Premier League
between 2009 and 2011, we found neither Torres nor Carroll – the two
most expensive players transferred to English sides in that period – were
the most valuable scorers of goals in the league; their goals did not lead
to as many points as the goals of others.
With the help of data on the timing of goals in the Premier League
supplied by Opta Sports, we counted up how many first, second, third,
etc. goals players scored; we then applied the standard exchange rate to
create the marginal points contributions of the goals these players
produced for their teams.3 By and large the rankings of the actual goals
players scored and the points those goals produced lined up, but it is
interesting to note that, in the lists of players who produced the most
points, the Premier League’s top scorer in 2009/10 (Chelsea’s Didier
Drogba) was third and one of the two joint top scorers in 2010/11
(Manchester United’s Dimitar Berbatov) was fourth.
In 2009/10 that honour went to Wayne Rooney (though it should be
noted that seven of his goals came from penalties), and in 2010/11 it
went to Berbatov’s former teammate and the joint winner of that year’s
Golden Boot, Carlos Tevez of Manchester City. So what does this tell us?
Drogba and Berbatov managed to score goals when it counted for less,
points-wise, to their club.
But it’s not just at the top that these data are interesting. Some of the
performers further down – players at teams that weren’t contending for
the title – were much more important to their club’s fortunes than a
simple tally of goals might suggest. For example, in 2010/11 Berbatov’s
marginal points contributions were just a notch above West Bromwich
Albion’s Peter Odemwingie, who scored five fewer goals than the
Bulgarian. For West Brom and Odemwingie, less was actually more
points-wise. The same could go for Louis Saha’s tally for Everton the
previous year, when his thirteen were almost as valuable in real terms as
the eighteen Jermain Defoe scored for Tottenham.
The real hero of this list is Darren Bent. Indeed, if Chelsea had
analysed goals using our methodology, rather than a simple count of
who had scored the most, perhaps they would have realized that the
way to turn around their desperate league form in January 2011 was not
by splashing £50 million on Torres, but by paying half that for Bent, the
most consistent marginal points producer each of the two seasons. And if
Roman Abramovich had taken time to notice what proportion of his
team’s points were directly down to Bent’s goals, his mind would have
been made up. Here, too, Bent’s star is in the ascendant.
When we calculated the portion of all points a club won that were due
to points contributions from individual players, Darren Bent was the
most valuable player both years. In 2009/10 he topped the list with
45.5 per cent of Sunderland’s points, followed at some distance by West
Ham’s Carlton Cole at 27.9 per cent.
In 2010/11, he was again tops (if we take the points he contributed
to each of the teams he played for that year – at 31.5 per cent), closely
followed by Blackpool’s DJ Campbell (29.7 per cent), and Odemwingie
(26.7 per cent) who also managed to score at the right time and in the
right order.
It is not all bad for Torres and Carroll, though. The Spaniard was
ranked fifth in the league in marginal points contributions in 2009/10,
but fell to eighteenth (just ahead of Wolves’ Steven Fletcher and level
with Sunderland’s Asamoah Gyan) the following year. Carroll doesn’t
rank in 2009/10 (as Newcastle were playing in the Championship that
season), but in 2010/11 he turns up fifteenth on the list. Perhaps when
Liverpool bought him they did know what they were doing, even if
subsequent evidence makes that hard to believe.
Table 4 Top 20 marginal point contributors in the Premier League, 2009/10 and 2010/11

Name Club Marginal Points Goals

SEASON 2009/10

Wayne Rooney Manchester United 20.64 26

Darren Bent Sunderland 20.02 24

Didier Drogba Chelsea 19.59 29

Carlos Tevez Manchester City 17.67 23

Fernando Torres Liverpool 14.34 18


Frank Lampard Chelsea 14.22 22

Jermain Defoe Tottenham Hotspur 12.39 18

Louis Saha Everton 11.31 13

Emmanuel Adebayor Manchester City 10.93 15

Gabriel Agbonlahor Aston Villa 10.86 13

Francesc Fábregas Arsenal 10.68 15

Cameron Jerome Birmingham City 9.77 11

Carlton Cole West Ham United 9.75 11

Hugo Rodallega Wigan Athletic 8.92 10

Florent Malouda Chelsea 8.36 12

Dimitar Berbatov Manchester United 8.34 12

Nicolas Anelka Chelsea 8.26 11

John Carew Aston Villa 8.04 10

Kevin Doyle Wolverhampton 7.93 9

Dirk Kuyt Liverpool 7.91 19

SEASON 2009/10

Carlos Tevez Manchester City 15.70 20

Darren Bent Sunderland/Aston Villa 15.01 17

Robin van Persie Arsenal 13.60 18

Dimitar Berbatov Manchester United 13.04 20

Peter Odemwingie West Bromwich Albion 12.57 15

DJ Campbell Blackpool 11.59 13

Dirk Kuyt Liverpool 11.29 13

Rafael van der Vaart Tottenham Hotspur 11.17 13

Javier Hernández Manchester United 11.13 13


Clint Dempsey Fulham 10.90 12

Charlie Adam Blackpool 10.27 13

Florent Malouda Chelsea 9.36 13

Samir Nasri Arsenal 9.20 10

Wayne Rooney Manchester United 9.17 11

Andy Carroll Newcastle United/Liverpool 8.92 13

Didier Drogba Chelsea 8.72 11

Kevin Nolan Newcastle United 8.68 12

Asamoah Gyan Sunderland 8.62 10

Fernando Torres Liverpool/Chelsea 8.62 10

Steven Fletcher Wolverhampton Wanderers 8.32 10

A Guide to Leaving the Stadium Early


The idea that not all goals are created equal does not just apply to the
transfer market. It applies to the real business of football: winning
league championships, qualifying for Europe or, at the other end of the
scale, simply surviving to fight another day.
Between those two ends of the curve, though, we see again that some
goals are worth more than others.
Take the first goal: we can say that scoring a single goal in every
match guarantees a club it won’t be relegated. Given a thirty-eight-
match season in the Premier League, for example, thirty-eight goals on
average will produce a points total that has been sufficient for survival
in the league (43) in each of the last ten seasons, with teams having
survived with as few as 34 or 35 points.4 Survival means real money –
the revenue difference between the average Premier League and
Championship club in terms of television income alone is roughly £45
million, an amount that will only increase.
But if a single goal gives a team an average chance of earning at least
a point, it only brings a one-in-four chance of actually being enough to
secure victory. For sides with rather grander ambitions than mere
survival in the league, it is the consistent second goal that is crucial.
Our figures show that it takes two goals to make the match better than
a 50/50 proposition for a team, to take a side into territory where it is
winning more games than it is losing (Figure 21). By the time a team
manages to score three goals, supporters may be able to risk leaving
early to beat the traffic with good conscience. Assuming their defence
has not conceded three, by the time your team has scored four, it should
be safe to slip away.
Figure 21 Number of goals and odds of match win

As with points, the connection between goals and match outcomes is


not a straight line – it’s S-shaped. In football, more isn’t always
significantly better. There may be entertainment value to a third or
fourth goal, but for the objective that really matters – points and hence
league position – they do not matter very much.
It is important to remember that there are two sides to every goal.
They are not just scored, they are also conceded; every triumph for a
striker is a disaster for a defender. These positive S-curves when looked
at by the attacking side become a negative slippery slope for the defence:
the first goal costs you significantly, but the second goal you let in is
really the most expensive in terms of points. It may also be the one that
breaks your spirit.
It is a curiosity that, with one or two exceptions such as Gianluigi
Buffon and Rio Ferdinand, clubs continue to place such a premium on
those who score goals, rather than those who prevent them. Strikers are
fun to watch, but their contributions are only valuable because of their
rarity; if goals are arriving with alarming frequency at the other end,
then those strikers are powerless to help their team secure points or
prizes.

Days of Uniformity and Balance

‘These are days of obligatory uniformity,’ wrote Eduardo Galeano, our


‘These are days of obligatory uniformity,’ wrote Eduardo Galeano, our
seminal Uruguayan football writer. ‘Never has the world been so
unequal in the opportunities it offers and so equalizing in the habits it
imposes: in this end-of-century world, whoever doesn’t die of hunger
dies of boredom.’5
Our findings would have offered him little solace. Football is
essentially the same at the elite level globally. The game’s culture varies
tremendously from Brazil to Germany and from Ghana to Scotland, but
the overall patterns of goal production look an awful lot alike in the
world’s most competitive professional leagues.
We suspect Galeano would roundly condemn the historical trend
towards fewer goals and the similarity in top-level football. Not only
have goals become an ever more precious commodity, they are produced
in similar quantities by the game’s very best strikers. Premier League
matches see fewer interruptions and are played faster than Serie A
matches, but the end result turns out to be very similar.
If he can’t get diversity, Galeano wishes for beauty, regardless of its
provenance: ‘Years have gone by and I’ve finally learned to accept
myself for who I am: a beggar for good football. I go about the world,
hand outstretched, and in the stadiums I plead: “A pretty move, for the
love of God.” And when good football happens, I give thanks for the
miracle and I don’t give a damn which team or country performs it.’6
Galeano is typical of most fans. People prefer to watch a certain style
of football. Some like a fast-paced, athletic style with fewer passes and
lots of shots on goal, the sort of frenzied counter-attacking style
employed by Manchester United or Borussia Dortmund; others prefer a
systematic, deliberate build-up, circulation football, with teams
maintaining possession and creating a stranglehold on the other side,
like Barcelona and Spain. Both suggest fans know how much a goal is
worth, and they want their team to set out to get it.
They know that goals mean survival or success. They want strikers
who can produce those match-winning, season-changing strikes with
regularity, they want their chairmen to spend a fortune to bring them to
their club, and they want their managers to set their team up to give
them as many chances to score them as possible.
The history of football is the history of the goal. How it grew ever
more rare and ever more precious until it reached what appears to be its
base rate in recent years, and how those who could provide it became
increasingly valuable, ever more revered, how teams endeavoured to
find ways of scoring more and conceding fewer. It is that search – for
more at one end and fewer at the other – that has prompted one
hundred years of tactical insight and innovation and that has made
football what it is today: not the attacking game, but a balance between
two opposing forces. A sport of light and dark.
ON THE PITCH:
FOOTBALL ‘INTELLIGENCE’ AND WHY LESS
CAN BE MORE
4.

Light and Dark

We play leftist football. Everyone does everything.


Pep Guardiola

Football’s rich and illustrious history is full of philosophers, preachers


and proselytizers, but few have ever looked the part of visionary quite
so much as César Luis Menotti, the wild-haired, chain-smoking manager
of Argentina’s 1978 World Cup winners.
Menotti, known as El Flaco – ‘The Thin One’ – had the larger-than-
life, intellectual personality to match his idiosyncratic look. A lifelong
Communist who took charge of his national football side when the
country was ruled by a brutal, right-wing military junta, Menotti was,
when it came to his career, something of a pragmatist. He would,
though, resent such a charge if it were levelled at his beliefs about
football. On the pitch, Menotti was a purist.
His message was simple: football is about scoring one, two, or three
more goals than the opposition. He was not interested in securing a lead
and then shutting up shop. We have seen that the game, the modern
game, is about balance. But to Menotti, there were no shades of grey.
There was attacking, dazzling and exciting, and there was defending,
cynical and miserable. There was light and there was dark.1
Menotti treated this as a difference in ideology. He spoke of ‘left-wing’
football and ‘right-wing’ football; to Menotti the Communist, Menotti
the purist, the former was positive, marked by creativity and joy, while
the latter was negative, fearful, defined by an obsession with results.
‘Right-wing football wants to suggest that life is struggle,’ he said. ‘It
demands sacrifices. We have to become of steel and win by any method
… obey and function, that’s what those with power want from the
players. That’s how they create retards, useful idiots that go with the
system.’2
In truth his sides were always a little more systematized than he
would like to admit.3 He too, when all was said and done, had his
contradictions (as a Marxist who did business with a murderous right-
wing junta). That does not alter the fact that his ideas are seductive. He
counts Jorge Valdano, the long-time Technical Director of Real Madrid,
and Jürgen Klinsmann, the former Germany manager and current coach
of the United States, among his acolytes; his principles are no doubt
shared by the likes of Cruyff, Pep Guardiola, Arsène Wenger, Marcelo
Bielsa, Zdeněk Zeman, Brendan Rodgers and even Ian Holloway.
Most fans find themselves broadly agreeing with his idea that
attacking is to be encouraged, and defending is a last resort. That is why
attackers are so prized – by the transfer market, by clubs, by those who
hand out individual awards at the end of the season, by the people who
edit highlights reels – while defenders are undervalued, financially and
otherwise. If the ultimate aim of football is the goal, then we should do
all we can to set out and get it.
But is the Argentine’s idea that a strong attack can pick a way past
even the most tightly massed defence realistic? How can we know
whether the contention is true? Well, Menotti’s approach can be viewed
as a theory; his idea that scoring more is better than conceding less is
just a hypothesis. And, like any hypothesis, it can be tested against data.
When put to the test, will Menotti’s ideas hold water or will they, to
quote the British biologist Thomas Huxley, fall victim to ‘the great
tragedy of science, the slaying of a beautiful hypothesis by an ugly fact’?
4
In football there is no more beautiful hypothesis than the idea that
attack will always win out. Millions of pounds ride on it every season, as
teams clamber over each other to sign world-class forwards, paying
them ever more eye-watering salaries. These are the stars of the sport,
after all; the men who can make the difference between success and
failure. Have the best attack, and no defence will be able to stop you on
your quest for glory. So goes the rough logic. Football, as we have seen,
is the goal, and the goal is football.
But should we be more concerned with scoring them or averting
them? Should we demand the club we support spend more on buying an
additional forward or another centre back? For more than a century,
those who have thought about and played the game have favoured the
former. Is this approach actually correct? Is one really more valuable
than the other? Are we playing the game the right way?

To Win or Not to Lose?


Let’s interrogate the data properly, the way a good attack would ask
questions of a well-organized defence. We collected twenty years’ worth
of results across the top four European leagues. The first question we
asked was this: do teams that score the most goals always win the
league?
The simple answer is no. On average, teams that scored the most goals
in a season won only about half (51 per cent) of the championships
available – ranging from a low of eight of all twenty Bundesliga seasons
to a high of twelve in the Premier League. Scoring the most goals does
not guarantee a championship – far from it.
And what about the darker side of the force? Do the teams that
concede the fewest goals win titles? Again, not necessarily. The best
defence will pick up a championship 46 per cent of the time, with the
range from a low of 40 per cent in the Premier League and La Liga to a
high of 55 per cent in Italy (Figure 22). Scoring the most goals over the
course of a season gives you slightly better odds of winning the league
than conceding the fewest, but as a strategy for all but guaranteeing a
championship it seems to fall well short.
These are not two ways of saying the same thing, by the way: the
clubs scoring the most goals often weren’t the ones conceding the
fewest. Of the eighty champions included in our data (twenty seasons
across four leagues), only sixteen were their league’s best at both ends of
the pitch.
Winning a title can come down to the finest of margins – witness
Manchester City’s last-gasp Premier League victory in 2012 – so this is
far from conclusive. A better approach may be to see whether league
position is more strongly associated with goals scored or goals conceded.
If there is a tighter statistical connection between where you finish and
how many you score, then Menotti and his followers would seem to be
right; if there’s a better fit with how few you concede, perhaps the
Argentine’s ‘right-wing’ football isn’t as stifling and miserablist as he
believes.
Figure 23 on the following page shows Premier League data from
2001/02 to 2010/11 of goals (scored and conceded) and points won
by the clubs that competed across the seasons.5
Figure 22 Offence, defence and percentage of seasons won, 1991–2010

There are two strategies for producing points in the Premier League:
you get more points if you score more goals, but conceding fewer is
equally effective. The steepness of our trend lines is similar and both sets
of points cluster tightly to those lines. These numbers do not prove
Menotti right, nor do they suggest he is wrong. But they do suggest there
may be more to the story than siding with one or the other. Maybe
football is a sport of shades of grey.
There’s one flaw with this technique: it does not show us how teams
won these points. They could have done it by winning games, or they
could have done it by avoiding defeat; thanks to Jimmy Hill, one win
and two losses produce the same number of points as three successive
draws.
Which of those two options you prefer may well say a lot about your
approach to football – whether you are one of Menotti’s scorned right-
wingers, or whether you join him on the left. Would you rather your
team tasted victory once, and then had to endure defeat twice, or is it
better that it does not lose at all? We know which way Menotti would go
but there are others – José Mourinho, for one – who would sacrifice
glory to avoid the ignominy of defeat. What we want to know is not
which one is prettier, or morally superior, but something rather more
rudimentary: is it better to win, or not to lose?
Figure 23 The relationship between goals and points, Premier League, 2001/02–2010/11

To see if attacking leads to more wins, and whether defence leads to


fewer wins and more draws, we conducted a set of rigorous,
sophisticated regression analyses on our Premier League data. This
technique allows us to see if we can predict a team’s results based on
information about its combined defensive and attacking performance
and to judge whether one is a more powerful tool than the other. The
key is that we can then examine how the number of goals scored by a
team relates to how many matches it wins, while simultaneously taking
into account its defensive record (and vice versa).
The regressions give us factors (coefficients) that translate an
additional goal scored and a goal not conceded into a share of a win or a
loss. These are more complex versions of the exchange rate we saw
earlier: regardless of a team’s defensive performance (conceding X
number of goals), how many points is each additional goal scored
worth? And controlling for how many goals a team scores, what is the
value of each goal prevented at the other end?
Between 2001/02 and 2010/11, scoring ten more goals over the
course of a season was worth, all else being equal, an additional 2.30
wins, while conceding ten fewer goals was worth 2.16 additional wins
in the Premier League. That means goals created and goals prevented
contribute about equally to manufacturing wins in English football.
It is when we look at the number of games a club could expect to lose,
though, that goals scored and goals conceded begin to vary in
significance. A good attack, like a good defence, decreases the number of
losses a club racks up, but defence provides a more powerful statistical
explanation for why teams lose.

How much more powerful? Scoring an additional ten goals reduced a


How much more powerful? Scoring an additional ten goals reduced a
club’s expected number of defeats per season by 1.76; conceding ten
fewer goals reduced defeats in the Premier League by 2.35 matches. So
when it came to avoiding defeat, the goals that clubs didn’t concede
were each 33 per cent more valuable than the goals they scored.
What does all this tell us? It shows that Menotti was wrong in thinking
that attack was a recipe for success by itself; attack and defence matter
equally for climbing the final league table by May. You’re more likely to
win a title or avoid relegation if you have a better back line, regardless
of how many goals your strikers can produce.
Simply trying to win games on the back of a good attack is not enough
to take a team to glory. You have to not lose them. Neither a left-wing
team nor a right-wing team has a perfect recipe for success; the goal is
somewhere in the middle.

We See a Game
Daniel Alves may be one of the finest right backs on the planet, but it
should be no surprise that a Brazilian playing for Barcelona falls on the
left-hand side of Menotti’s politics of football.
‘Chelsea,’ the shaven-headed full back said of the team Pep
Guardiola’s men had beaten to a place in the Champions League final of
2009, ‘did not reach the final because of fear. The team that has got a
man more, is playing at home and is winning should have attacked us
more. If you don’t have that concept of football that Barcelona have, you
stay back, and you get knocked out. You have to go forward. Stay back:
losers. Go forward: winners. Chelsea lacked the courage to take a step
forward and attack us. At that moment, we realized they had renounced
the game.’6
Stay back: losers. Go forward: winners. Alves is not alone in his stark
assessment of football. There is a right way and a wrong way to play the
game, and the right way will always bear out. This contrast dates back
to the very earliest days of organized football: a piece in the Scottish
Athletic Journal of November 1882 roundly condemned the habit of
‘certain country clubs’ of keeping two men back twenty yards from their
own goal. Defending, even then, simply was not the right way to play
the game; the sport was supposed to be about all-out attack, attempting
to outscore the opposition.
This early imprint on football left a powerful legacy that has
continued to affect how we see the game. Italy’s perfection of catenaccio
is used as a stick with which to beat Serie A as dull, defensive; Greece’s
triumph in Euro 2004 was not exactly celebrated outside Athens. (And,
we suspect that even results-minded Italians and Greeks would prefer to
win by attacking than by not conceding.) Where attacking play is
lionized, impressive defences are shunned. Strikers attract the fat fees
and the high salaries, and win awards and hearts; centre backs are
condemned to toil in relative anonymity, if not relative penury.
That is true in Argentina, as it is around the globe; the country’s
footballing motto is best expressed as Ganar, gustar, golear: to win, to
delight, to thrash. La Nuestra, the Argentine vision of football,
concentrates on the art of dribbling and a dash of trickery; it is held to
be more individual than the game played in Europe. No wonder Menotti
was so enamoured of attack. His footballing culture, just like all our
footballing cultures, compelled him to be.
There is nothing inherently wrong with that. Most of our favourite
memories of football are of flowing moves and wonderful goals; most of
us idolize George Best or Lionel Messi rather than Bobby Moore or
Carles Puyol. But football’s obsession with attack does have one negative
consequence: the role played by defence, and defenders, is
underestimated and misunderstood. Remember our earlier discussion of
the dismal performance of defenders and goalkeepers in the Ballon d’Or
balloting. There are deep psychological reasons for this; reasons that
give us an explanation for why we remember the goals that were scored
more than those that were not, and, by extension, why we believe that
attack is more important, more worthy, than defence, even though the
numbers suggest that is not the case at all.
At the most basic level, there is the Hedonist Principle, which assumes
people will seek pleasure and avoid pain to satisfy their basic biological
and psychological needs. Football is a game that has long associated
scoring with winning and vice versa, and so putting the ball in the net
means immediate pleasure; preventing someone else from doing so
denies them that same joy. All of football’s positive emotions go with
attacking: creating, conquering, overcoming, releasing. Defence is
inherently negative, repressive, playing to avoid defeat.
We remember the positives much more easily. This is to do with what
psychologists call ‘decision bias’ and ‘motivated reasoning’. We are
hard-wired to reach biased interpretations of data that run counter to
beliefs we hold and care deeply about. So when we are called on to
examine objective evidence or information, we are predisposed to look
at the evidence that supports what we already believe. We see what we
expect to see, and we see what we wish to see. This makes collecting and
interpreting football information particularly difficult, given the tribal
loyalties we have.
In a 1954 study aptly titled ‘They Saw a Game’, Albert Hastorf and
Hadley Cantril investigated how people ‘saw’ what happened in a game
of (American) football between Dartmouth College and Princeton
University.
The game had been played in 1951; Princeton won what had turned
out to be a rough contest with lots of penalties for both sides. The game
had been controversial because the Princeton quarterback, an academic
standout playing in his last college game, had to leave the field in the
second quarter with a broken nose and a concussion. In the third
quarter, the Dartmouth quarterback had to leave the field with a broken
leg after another brutal tackle.
Hastorf (on the faculty of Dartmouth) and Cantril (a Princeton
professor) asked spectators what, exactly, had happened. The game had
been filmed, and the professors made their subjects watch it once again
before questioning them about what they thought had taken place, and
who they considered was to blame for the game turning ugly.
Not surprisingly, the answers varied. Even immediately after watching
the game only 36 per cent of the Dartmouth students but 86 per cent of
the Princeton students said it was Dartmouth who had started the rough
play. In contrast, 53 per cent of the Dartmouth students and 11 per cent
of the Princeton students said that both teams were at fault. When asked
if they thought the game had been played fairly, 93 per cent of
Princeton students thought it was rough and dirty but fewer than half
(42 per cent) of Dartmouth students agreed with them. Princeton
students also thought they saw the Dartmouth team make over twice as
many rule violations as were reported by Dartmouth students.
Clearly, the ‘facts’ that people ‘saw’ depended on whether the
observers were motivated to view one or the other side in a more
positive light. As Dan Kahan, a professor at Yale University’s Law
School, explains about Hastorf and Cantril’s classic study, ‘the emotional
stake the students had in affirming their loyalty to their respective
institutions shaped what they saw on the tape … The students wanted to
experience solidarity with their institutions, but they didn’t treat that as
a conscious reason for seeing what they saw. They had no idea … that
their perceptions were being bent in this way.’7
This happens all the time, of course: English fans of a certain vintage
swear the third goal in the 1966 World Cup final crossed the line, but
Germans are less convinced. To some, Cristiano Ronaldo is an artist who
gets fouled a lot; to others, he is a diving con man. Our brains see what
they wish to see, and once we believe what we believe, we are not for
moving.8
Tom Gilovich, a psychologist at Cornell University, knows exactly
how this works. He studies how people process information and make
decisions. He was the co-author of one of the most famous sports studies
ever published, ‘The Hot Hand in Basketball: On the Misperception of
Random Sequences’. The paper revealed that there is no such thing as
‘the hot hand’, basketball terminology to describe a player who is in a
rich vein of form. ‘Streak shooting’ in basketball, therefore, is a powerful
myth:9
Basketball players and fans alike tend to believe that a player’s chance of hitting a shot
are greater following a hit than following a miss on the previous shot. However,
detailed analyses of the shooting records of the Philadelphia 76ers provided no
evidence for a positive correlation between the outcomes of successive shots. The same
conclusions emerged from free-throw records of the Boston Celtics, and from a
controlled shooting experiment with the men and women of Cornell’s varsity teams.
The outcomes of previous shots influenced Cornell players’ predictions but not their
performance.

In basketball, as in many sports, a player having consecutive successes


is said to be on fire, and everyone involved – the player himself, his
opponent, his teammates, fans and referees – can feel in their bones that
he is on a hot streak. Gilovich et al.’s numbers proved that this feeling is
simply and absolutely dead wrong. In fact the streaks that shooters have
during games or in practice are identical to the sequences that arise
based simply on the player’s average rate of making baskets. So, for a
player who hits 50 per cent of his shots, his pattern of makes and misses
will be identical to the runs of heads and tails that arise when flipping a
coin.
Even though the research is straightforward and the findings have
been replicated a number of times, the paper created a furore in
basketball circles – everyone who’s anyone just ‘knows’ that guys ‘get
into a rhythm’ – and the paper’s findings continue to be debated by
sports fans and analysts the world over. People just did not want to
believe the study’s results.
Gilovich is sanguine about the reception his work received, even from
basketball greats like Red Auerbach. Auerbach, voted the greatest coach
in NBA history and an icon for the team Gilovich supports, the Boston
Celtics, was unimpressed with the study. ‘So he made a study,’ he
replied laconically. ‘I couldn’t care less.’10
Gilovich admits that such a reaction is typical. ‘Since I’m a Celtics fan,
of course I wanted Red to like my work more than that,’ he told us. ‘But
over time I’ve come to be very fond of the dismissal because it reinforces
the message of the research – that the belief in the hot hand is a
cognitive illusion and so those most closely associated with the game
will have “seen” the most evidence of the hot hand and therefore be
most resistant to our findings.’
Those involved in sports see what they want to see, what they are
taught to see, and what they believe they see. They see a game.
Auerbach just ‘knows’ that streak shooting exists, even though it
doesn’t, and we all see attack overcoming defence in football, even
though it doesn’t.

The Maldini Principle: Dogs That Don’t Bark


Even Sir Alex Ferguson, the most successful manager in British history,
is occasionally susceptible to cognitive illusions. In August 2001 the
Scot decided to sell the Dutch international defender Jaap Stam to Lazio.
‘The move surprised everyone,’ wrote Simon Kuper. ‘Some thought
Ferguson was punishing the Dutchman for a silly autobiography he had
just published. In truth, although Ferguson didn’t say this publicly, the
sale was prompted partly by match data. Studying the numbers,
Ferguson had spotted that Stam was tackling less often than before. He
presumed the defender, then twenty-nine, was declining. So he sold
him.’11
Ferguson has called the decision the biggest mistake of his career. No
doubt to some the story would serve as a warning as to the dangers of
reducing football to a stream of numbers; to us, though, it simply proves
that defence is not just undervalued in football, but valued entirely
incorrectly. This is because of another psychological phenomenon that
gets in the way of understanding defence: we remember, and place
undue significance on, things that do happen while ignoring those that
do not. As the psychologist Eliot Hearst explains: ‘In many situations
animals and human beings have surprising difficulty noticing and using
information provided by the absence or non-occurrence of something …
Non-occurrences of events appear generally less salient, memorable or
informative than occurrences.’12
As a result people discount causes that are absent (things that didn’t
happen) and augment the importance of causes that are present (things
that did happen).13 This influences how we think about football: not
only do we consider the goals that our team score more important than
the goals they do not concede, but we value the tackles they make more
highly than those challenges that their preternatural sense of
positioning, their game intelligence, mean they do not need to make.
That is where Ferguson went wrong. He needed to engage in
counterfactual thinking: Stam was not doing as much, but that was not a
sign of weakness, it was a sign of his quality. But because Ferguson
could not see those unmade tackles, he did not value them.
Xabi Alonso, the Spain and ex-Liverpool midfield player, understands
this instinctively. He told the Guardian that he was surprised to see so
many young players at Liverpool herald ‘tackling’ as one of their
strengths. ‘I can’t get into my head that football development would
educate tackling as a quality, something to learn, to teach, a
characteristic of your play,’ he said. ‘How can that be a way of seeing
the game? I just don’t understand football in those terms. Tackling is a
[last] resort and you will need it, but it isn’t a quality to aspire to, a
definition.’14 To Alonso, tackling happens when something goes wrong,
not right.
There was no greater exponent of this than Paolo Maldini, the
legendary former captain of AC Milan and Italy. Maldini, famously,
rarely made a tackle. Mike Forde, Chelsea’s Director of Football
Operations, reckons Maldini made ‘one every two games’. Maldini never
had to get his legs dirty because he was always in the right place to cut
off the danger. The best defenders are those who never tackle. The art of
good defending is about dogs that do not bark.
This is difficult to accept – even for Ferguson – because it requires us
to engage in counterfactual thinking – that is, we need to imagine a
world that is counter to the facts, a world that does not exist.
Tom Gilovich, the myth-busting basketball psychologist, suggests that
counterfactual thinking is hard because of the way people form causal
explanations for events. As a general rule, when trying to explain an
outcome we see in the world, people tend to think harder about things
that happen than things that don’t.
Gilovich had a trick up his sleeve to make the point. Look at Figure
24. In the upper part, try to find the oval without a line through it (the
Q that’s really an O); in the lower, try to find the oval with a line
through it. In the first, locating the O is tricky; in the second, finding the
Q could not be simpler.15 It is easier for us to find something that does
exist – the dash – than something that does not. This means that, when
we reason about the effects of, say, tackles made versus those that didn’t
happen, the absence of something is very different from the presence,
and it trips us up.
This same phenomenon comes into play during penalty shootouts:
scientists have found that the more anxious a player is, the more likely
he is to look at the goalkeeper – something that is there – rather than the
space around him.16 Players who are told not to shoot within the
keeper’s reach are even more likely to look at him, an effect known as
an ironic process of mental control, when the effort not to do something
makes doing it even more likely.17
This bias towards seeing what is there and ignoring what is not makes
valuing defence difficult. Attacking has one simple best outcome: a goal.
But defending is quite the opposite: there, the best outcome is a goal
that is not conceded, an event that does not actually happen. That may
be because of a shot that did not come or a cross that was not made or a
through ball that could not be weighted properly. No wonder defenders
don’t win the Ballon d’Or.
Figure 24 Absence vs presence

There is more to it, and it matters for football analysis. To answer the
question posed of us by Menotti, we cannot simply look at goals scored
against goals conceded. We need a more sophisticated analysis. We
know that goals scored and conceded both matter to teams’ success and
they do so to roughly equal degrees, though not conceding matters more
for avoiding defeats. But to value attack and defence properly, the
relevant comparison is really between the value of a goal scored and the
value of one not conceded. So let’s compare the two.
We found earlier that a goal is worth slightly more than one point for
a team. In the same way we can also quantify the point value of a clean
sheet – a goal not conceded. It may help to think about it this way: not
conceding guarantees a team at least one point from a match and
potentially gives it three (if the team scores). Over the course of a
decade of Premier League play between 2001/02 and 2010/11, we can
calculate the average value of points associated with a clean sheet (and
goals conceded per match generally).
It turns out that clean sheets on average produce almost 2.5 points per
match, as Figure 25 reveals. Compared to scoring a goal, which on
average earns a team about one point per match, not conceding is more
than twice as valuable. And even conceding only one goal still gives a
team around 1.5 points on average, about 30 per cent more in value
than scoring a one.
Another way to think about this is to ask how many goals a team
needs to score to generate the points produced by a clean sheet. The
answer for the Premier League is ‘more than two’ – as the graph shows,
a clean sheet produces almost as many points for a team as scoring two
goals does. The numbers for the other top leagues aren’t very different.
In top-level football, a clean sheet or zero goals conceded is more
valuable than scoring a single goal. To put this in Numbers Game terms,
then, an inequality central to understanding football is this: 0 > 1.
Goals that don’t happen are more valuable than those that do.
Figure 25 Point values of goals scored and conceded, Premier League, 2001/02–2010/11

Yin and Yang


Defence has, for too long, been ignored by those who analyse and assess
football. It has not been invited to play in the numbers game. Charles
Reep may not have preached the same sort of style of play as Menotti,
but both were blind to the fact that football is a game of light and dark,
of attack and defence. Reep focused only on what it takes for teams to
score, just as Menotti preached that attacking will triumph over the
bleak pragmatism of defence. The debate over how best to play the game
has said precious little about defending and everything about offensive
play.
Even the data collection companies that have emerged to computerize
traditional notational systems find their eyes drawn to one end of the
pitch. Things that form part of an attack – passes, assists, crosses, shots,
goals – are easily spotted, coded and counted; defensive actions that can
be measured – tackles, clearances, duels – have the feel of one-offs,
preventive actions, rather than things that can produce something
positive. Ball events are tracked, but things that happen off the ball are
ignored. It is far harder to tune in to excellent marking, cutting off
passing channels and wonderful positioning.
Seeing things that don’t happen in the first place is even harder to get
your head round. But these things are just as important as those things
that can be seen, and can be measured, if not more so.
Clean sheets are valued and mentioned, but goals are celebrated,
despite the fact that 0 > 1. Strikers are loved, defenders respected. And
the penchant for attack continues to be deeply embedded in how
decisions are made at the top level of football. There may well be a
different explanation, but we strongly suspect that goalkeepers and
defenders are less likely to become managers of the world’s top clubs
simply because defence is neither well understood nor highly valued. Of
course, there is self-selection, too: exhibitionists are drawn more to the
death or glory of the forward line than the dourness of the back four,
and thence thereafter to the celebrity of a life in managership over less
glamorous but more secure options. In the 2011/12 season, for
example, not a single Premier League manager had been a goalkeeper in
his playing days, and only five of the twenty clubs had a former
defender as their manager at the end of the season.
So football is a schizophrenic game: it’s as much about not losing as it
is about winning but pretends otherwise. Why is that? Some football
cultures value artistry over results. But by definition this means that
winning and losing are secondary. Historically, Germans and Englishmen
saw this as a foolish approach, something adopted by unpredictable,
indolent Latins.
Football is not alone in its neglect of understanding and valuing
defence. As Bill James, the godfather of baseball statistics, pointed out:
‘Defense is inherently harder to measure. And this is true in any sport. In
any sport, the defensive statistics are more primitive than the offensive
statistics. It’s not just sports. It’s true in life. It would be true in warfare
and true in love.’18
This means that we are allowing our selective memories and
perceptions to get in the way of a truly rational understanding of
football. Menotti’s professed choice between left-wing and right-wing
football is a false one. Teams that score more than their opponents will
always win, but so will teams that concede fewer. As Johan Cruyff said
of the Italians: they can’t beat you, but you can lose to them.
Your attack, in other words, is only as valuable as your defence will
allow, while your defence is only as valuable as your attack makes it.
Going for the jugular might be more popular, more entertaining, but
there must be harmony between football’s two sides. There must be yin
and there must be yang, the ancient Chinese symbol of balance,
interplay, contradiction and coexistence. There is defence within attack
– Barcelona’s passenaccio – and attack within defence – pulling the
opponent forward to create the counter-attack, using their own ambition
to weaken the other side. As Herbert Chapman long ago observed: ‘A
team can attack for too long.’
Menotti’s advocacy of left-wing purity is both truthful and slightly
deceitful. His sides were not quite so free-flowing as he wanted you to
believe, and he confesses: ‘I play to win as much or more than any egoist
who thinks he’s going to win by other means.’19 He is a man of
contradictions: an advocate for imbalance in both life and football, and
yet a practitioner of left and right, attack and defence.
That is not a criticism. The truest path, in football, lies in the middle
way. If Menotti was as ideologically pure as he had wanted us to think
he was, he probably would not have won the World Cup; he probably
would not be quoted as one of the sport’s great thinkers.
Our memories and our minds may let our eyes trick us into placing
greater significance on what we can see, but it is dangerous to overvalue
attack at the expense of defence. Yes, one goal for is greater than not
scoring, 1 > 0, but keeping a clean sheet is more valuable than scoring
a single goal, 0 > 1. Those multimillion-pound strikers are only worth
investing in if your back line is solid.
Guardiola’s redefinition of leftist football that begins this chapter is
correct. Everyone must do everything. We must not be blinded by the
light; for a team to be successful, we must pay heed to the dark, too.
5.

Piggy in the Middle

Without the ball, you can’t win.


Johan Cruyff
If we have the ball, they can’t score.
Johan Cruyff

Sepp Herberger was never short of a maxim. The legendary coach of the
West Germany team that overcame Hungary’s Magic Magyars to produce
the Miracle of Bern and win the 1954 World Cup had a fine line in
simple, instructive aphorisms. Many survive to this day; some have
passed into cliché. Herberger is the man who coined the phrase ‘the next
opponent is always the hardest’.
His most famous dictum, though, was to do with the ball. The ball
formed a core part of Herberger’s thinking.1 He knew that
understanding the ball is central to understanding the game. The ball, as
he saw it, ‘is always in better shape than anyone’; the ‘fastest player’, he
believed, ‘is the ball’. His most famous quote is even simpler. It is so
obvious that if anyone else had said it they may have been mocked.
Having a World Cup on your résumé tends to help avoid such a fate.
‘The ball,’ Herberger used to say, ‘is round.’
To Herberger, that phrase was a useful way of reminding fans,
players, journalists and his employers that football is a game of the
unexpected. Or rather the original quote was. His axiom has been
abbreviated over the years, but it’s worth knowing in full. His words
were not just ‘The ball is round,’ but ‘The ball is round, so that the game
can change direction.’ When the ball is in play, he meant, anything can
happen.
Football is the goal. The game is defined by its end product. Each side
possesses a light side, seeking the goal, and a dark side, hoping to divert
it. And at the centre of that collision between the positive and the
negative, the yin and the yang, is the ball. One side has it, the light, and
one side, the side that does not, remains in the dark. To understand the
game, as Herberger knew, we must understand the ball: what it means
to have it, and what it means to be without it.
In recent years it has become fashionable to want to retain the ball.
There are teams who almost seem to keep possession of it for its own
sake, teams who want to bask in its light as much as possible. Barcelona
and Spain are the most notable exponents. They treasure the ball,
cherish it, and it has duly rewarded them, with Spanish league titles,
with the Champions League trophy and with the championships of
Europe and the world.
Plenty of other sides are just as enamoured of the ball, though, and in
very different ways. It is beloved of Arsenal, of course, and the club’s
manager Arsène Wenger, who drastically changed the team’s style after
taking over from the more cautious, direct George Graham in 1996.
‘Arsène Wenger’s training is all about possession of the football,
movement of the football and support of one another,’2 explains Nigel
Winterburn, who played under both managers.
Such a system was beloved of Brendan Rodgers’s Swansea. But ask
Arsenal’s French manager whether he sees similarities in the two styles
of play and he will dismiss it out of hand: Swansea, to Wenger, engage
in what he terms ‘sterile domination’, the endless recycling of
possession, sweeping mandalas painted on the pitch to no end or
purpose. Bayern Munich, under Louis van Gaal, were accused of the
same thing. Possession for possession’s sake, circulation football, an
addiction to the light.
And then there are those teams who do not seem to want the ball,
who are happy to spend most of their lives in the dark. There are the
counter-attacking units of José Mourinho and Portugal, or the frenetic,
swarming teams of Zdeněk Zeman and Antonio Conte and Jürgen
Klopp’s Borussia Dortmund. It is possible, as in the latter cases, to be
attractive without dominating possession. There is true beauty in the
dark. And there is ugliness, too, the charge often levelled at teams like
the Wimbledon of the 1980s, Graham Taylor’s Watford or, more
recently, Tony Pulis’s Stoke. These are the wilful have nots: the sides
who have made a virtue, an art form, out of not having the ball.
The contrast between the two styles is stark. Let’s take Arsenal and
Stoke, teams at opposite ends of the modern Premier League possession
spectrum. According to Opta Sports, over the course of the 2010/11
season, for example, Arsenal players had almost 30,000 touches of the
ball.3 They topped the league with 60 per cent possession in the average
match, never had less than 46 per cent, and frequently achieved more
than two-thirds of possession in a match.
Stoke, on the other hand, in the same season, saw their players touch
the ball 18,451 times – the lowest in the league – and have an average
of 39 per cent possession. When the two sides met at Stoke’s Britannia
Stadium that year, in fact, the home team had just 26 per cent of
possession.4 Stoke were only marginally more possessive of the ball on
other occasions; only once that entire year did Stoke have more
possession of the ball than their opponents.
There are plenty of managers out there who make light of such
statistics, and we suspect Pulis is among them. Having more possession
of the ball is no guarantee of victory. In fact, that day in May when
Arsenal visited the Britannia and enjoyed almost 75 per cent possession
– completing 611 passes to Stoke’s 223 – they lost 3–1.
That is far from an isolated example. Take Barcelona, widely regarded
as the finest club side in the world, contriving to lose on aggregate to
Chelsea over two legs in the 2012 Champions League semi-finals. Pep
Guardiola’s side, brimming with the talents of Lionel Messi, Xavi
Hernández, Andrés Iniesta and the rest, had 79 per cent of the
possession in the first leg and 82 per cent in the second. They won
neither match. It was the same that season against Mourinho’s Real
Madrid: Barcelona had 72 per cent of the ball, and lost. The ball is
round, as Herberger would say. The unexpected does happen.
It would be comforting to chalk those results up to chance or the law
of large numbers. We have seen already what a powerful factor fortune
can be when it comes to football and that anything can happen if you
play football often enough. We also know that, roughly half the time,
the better side does not win. But we cannot just accept that sometimes
the best teams lose simply because of the vicissitudes of fate. We need to
establish whether, in these cases, they lost despite having all that
possession or – as Herbert Chapman might suggest – because of it. Is it
possible that the artists are wrong and the artisans right: can possession
be worthless unless you do something with it? Is keeping the ball a
means to an end or an end in itself?
To find out, there is one thing we have to do: we have to establish
what being ‘in possession’ means. It is one of those football phrases that
trips easily off the tongue; one of the rare football numbers that is
discussed on television and radio, in pubs and bars, considered vastly
important in determining how well a team has played or describing its
characteristics. In the age of Barcelona and Spain, possession is all the
rage. But what does being in possession actually mean? Once we’ve
answered that, we can start to work out just how valuable possession is.

Chasing the Ball


First things first: let’s define possession. A dictionary would have it that
possession is the state of ‘having something’. That is, to possess
something means to have practical or physical control over an object. In
the football sense, that means having control over the ball, that inflated
sphere with a circumference of 68–70 cm (27–28 in) and a weight of
410–450g (14–16 oz), and doing so with your feet.
That sounds simple enough. Throw in the biomechanics involved,
though, and the idea that anyone ever truly has possession over the ball
becomes a little less straightforward. The ball, as Herberger noted, is
round, and that’s a bit of a problem: human feet are not really designed
to have control over anything, let alone something spherical, reasonably
big, and relatively heavy.
We can see how difficult it is for clubs in the world’s most popular
football league to ‘possess’ the ball by looking at the routes the ball
travels during an ordinary match, with the help of Opta data. We took a
random ten-minute span from a random Premier League match to show
you – the game between Aston Villa and Wolves on 19 March 2011
(Figure 26). The ball cannons around the pitch, the haphazard pattern
more reminiscent of a Jackson Pollock painting than a series of
intentional ball movements.
The line indicates the path of the ball

Figure 26 Ball movement between 11th and 20th minutes, Aston Villa vs Wolves, 19 March
2011

At first glance, the ball’s movement appears entirely random, its x–y
locations on the pitch seemingly devoid of rhyme or reason. When we
fill in the graph with data from the entire match, the lines become more
numerous, but the pattern no more clear. It paints a picture of a game
where the ball has a mind of its own, eluding any form of control or
possession. Football’s flow seems ever present.
That doesn’t mean there is no point in players honing their skills in
touching the ball with every permitted body part to try to influence its
movement, its speed and direction. They might even generate something
on the pitch that creates the illusion they possess the ball, if only
because it is out of reach of the other side. But an illusion it is: no team
has complete control of the ball, except when it lies in the goalkeeper’s
hands, or when they have a set piece. Only then are they truly in
possession of the ball because the rules of the game allow them to be.
That has not stopped ‘ball possession’ becoming a cornerstone of our
understanding of the game. Perhaps this is to do with football’s close
kinship with rugby and its cousin, American football, games in which
discussing possession makes rather more sense.

But aside from set pieces, throw-ins and the safe hands of the
But aside from set pieces, throw-ins and the safe hands of the
goalkeeper, for the vast majority of the game a team does not have
possession of the ball. It simply has more control over it, at that fleeting
moment, than its opponents.
What matters in football, of course, is where the ball ends up: ideally,
at the back of the other side’s net. Teams are worried about what they
can do to get it there and what the other side can do to get it into theirs.
Possession, as we have seen, is something of a misnomer; instead, to
understand the game better, we need to discuss how the ball moves
around the pitch with more or less control by one side or the other.
Perhaps the most straightforward way to do that – to measure the
various states of incomplete control that feet can have over a ball, and to
understand how the ball comes to zoom about as in the game between
Villa and Wolves – is to count how much and how often players touch
the ball, moving it in their preferred direction.

Touching the Ball


According to data from Opta, over the course of a single Premier League
season, all players together touch the ball about half a million times,
give or take. That’s about 1,300 times in the average match – 650 per
team, or a little under 60 per player per match. They key word is
‘touch’. To see how much more touching than actually possessing the
ball there is in football, let us tell you about a clever little study.
Chris Carling, an English sports scientist who lives and works in
France, has one of the best jobs in football. He is performance analyst for
Lille OSC, the 2011 Ligue 1 champions. One of his chief concerns is
how best to manage players’ work-rates and levels of fatigue, both
during a match and over the course of a long season.
For several years Carling has been investigating what are termed the
physical activity profiles of professional footballers: measuring what it is
that football players do on the pitch, for how long, how fast and to what
effect. In one study Carling was interested in measuring precisely how
much time individual players actually spend with the ball, how much
running they do with it, and at what speeds. Using a multi-camera
tracking system, Carling collected data from thirty Ligue 1 matches that
mapped the movements of each player on the pitch.
Carling found that the vast majority of what players do doesn’t
actually involve the ball at all. And when we say ‘vast majority’, we
mean it. When he isolated how often and for how long players actually
touched or were in possession of the ball, the numbers were surprisingly
low: on average, players had the ball for a total of 53.4 seconds and ran
191 metres with it during the course of a match.
To put these numbers in perspective, the time – less than a minute –
that the average player spent with the ball made up only about 1 per
cent of the time he spent on the pitch. The numbers are also striking if
you consider that the total distance covered by the average player in a
match is around eleven kilometres – so running with the ball made up
about 1.5 per cent of the total distance each one covered.5
When players did have the ball, the average number of touches per
possession was two, and the duration of each possession was a mere 1.1
seconds.6 While the amount of possession Carling recorded varied by
position, the critical part of the story is that players did very little that
actually involved the ball – 99 per cent of the time they didn’t touch it,
and 98.5 per cent of the time they ran without it. When they eventually
did touch the ball, it was gone in an instant.7
Carling’s study is important for understanding what happens to the
ball on the pitch. It demonstrates how little football players actually
play, if by ‘football’ we mean running with or touching the ball. If,
however, we consider ‘football’ to be very short individual possessions
with frequent but only fleeting touches to try to move it to a teammate
or away from the other side, then there is lots of football. This suggests
that football is not about having the ball so much as it is about
managing what seem like a succession of inevitable turnovers.
This means what we call ‘possession’ in football consists of two things:
first, to touch the ball, and second, to keep touching it. And when it
comes to the latter, it’s a question of how much and a question of how
well. That means there are two qualities to possession: how many times
a team gets the opportunity to move the ball, and the length of time
teams end up having the opportunity to move the ball.
These are not the same thing. Theoretically, having more
opportunities to touch the ball doesn’t have to be a good thing. Surely a
team’s ultimate dream would be to have just one opportunity to move
the ball, straight from kick-off, and would then keep it for the rest of the
half and score in the final second. That is unrealistic. Practically
speaking, to play possession football, we need our team to lose the ball
less often, and to keep it away from their opponent for longer spells.

Possession Is Plural: How to Pass with No Feet


How many ‘possessions’, then, do football teams actually get? More
accurately, how often does the ball change hands (or rather, feet)
between sides in the course of a match? And what do players do with
the ball on those few occasions they actually have contact with it?
The most straightforward way to calculate the number of possessions
is to add up the number of times a team loses the ball to an opponent
during the match. In the average American football game, each team
averages about 11.5 spells of possession, with the number usually
between 10 and 13.8 This means teams turn the ball over about 23
times per NFL game, and between them they have 23 opportunities to
do something positive with the ball (of course, they get several tries per
possession).
In basketball, the sport of abundant shooting and scoring, the number
of possessions and turnovers is much higher – about ten times as high. In
the typical NBA season, teams average between 91 and 100 possessions
per game: a total of between 180 and 200 for both sides combined.9
And football? First we need to find a way to calculate what constitutes
a single possession in football. Let’s consider the high end of control:
those times when a player wins the ball and the team then makes at least
two consecutive passes or takes a shot. Opta Sports collects such a stat to
denote teams winning controlled possession, though their term for them
is ‘recoveries’. Over the past three seasons of the Premier League, Opta’s
data show that teams gained possession in this way about 100 times in a
typical match, for a match total of around 200. So on the conservative
end, teams have at least 100 possessions of more than just a transient
touch of the ball – a number similar to that of basketball teams.
If we define possession changes more loosely, though, and include all
the times when the ball changes from one team to the other, giving one
team the chance to create something, the picture changes considerably
and football looks even more inefficient – a game closer to ping pong
than to basketball. Including all those instances when the ball is
intercepted, a player is tackled and loses the ball, fouls are conceded,
shots go off target or the ball is passed straight to an opponent, the
number of turnovers almost doubles. In the past three years Premier
League sides have turned the ball over about 190 times per match,
producing a total of 380 turnovers per game.10
In the average Premier League match, 10 of the 100 strictly defined
possessions yield a shot on goal and only 1.3 in 100 possessions yield a
goal. If we use the looser definition of turnovers and possessions, 6 in
100 loose ‘possessions’ yield a shot on goal, and 0.74 in 100 of these
actually yield a goal.11 Football is not a possession sport. It is a game of
managing constant turnovers.
This holds true even at the elite level, and even for those teams who
pride themselves on managing possession, like Arsenal. According to
Opta, in three seasons, Arsène Wenger’s team never had fewer than 140
turnovers and sometimes they had as many as 240, for an average of
175.
In fact there’s relatively little difference across clubs, regardless of
whether they have a philosophy of playing ‘possession football’. Over
three seasons the top ten clubs in the Premier League allowed their
opponents 101.4 strict possessions and 187.9 loose ones per match,
while the clubs ranked eleven to twenty gave up an essentially identical
99.1 and 189.3 possessions. So possession isn’t singular – in football,
it’s plural.
The typical Premier League side has almost 200 fresh opportunities
every game to do something with the ball. Most of the time, whoever
has it tries to pass it. The single most common action players perform
are passes in all shapes and sizes: short, long, with the head or the foot,
crosses, goal kicks, flick-ons, lay-offs – passes account for well over 80
per cent of events on the pitch. The next largest categories of ball events,
at 2 per cent or less each, are things like shots, goals, free kicks, dribbles
and saves. Possession, boiled down, is delivering the ball to a teammate.
Possession is turnover-free passing.
This also means that possession requires a collective, rather than
individual, effort. It is a measure of team competence, not a specific
player’s brilliance. To see this more conclusively, we can look at data
analysed by Jaeson Rosenfeld of StatDNA. Rosenfeld was interested in
working out how much a player’s pass completion percentage is
determined by skill – something the player has control over – rather
than the situation he finds himself in when making a pass. Rosenfeld’s
hunch was that pass completion percentage had less to do with the foot
skill of passing the ball and more to do with the difficulty of a pass the
player was attempting in the first place. It was not, he thought, so much
what you did as where you were.
To test his intuition, Rosenfeld turned to the numbers: specifically,
100,000 passes from StatDNA’s Brazilian Serie A data. To assess a
player’s passing skill, he had to adjust pass completion by the difficulty
of the pass being attempted. Surely passes in the final third of the field
and under defensive pressure were more difficult than passes between
two central defenders with no opponent in sight.
Once he had taken into account things like pass distance, defensive
pressure, where on the field the pass was attempted, in what direction
(forward or not), and how (in the air, by head, and one touch), a
curious result emerged: ‘after adjusting for difficulty, pass completion
percentage is nearly equal among all players and teams. Said another
way, the skill in executing a pass is almost equal across all players and
teams, as pass difficulty and pass completion percentage is nearly
completely correlated.’12
Think about what this means. It is virtually impossible to differentiate
among players’ passing skills when it comes to executing any given pass
(at least at the level of play in the Brazilian top flight). Everyone can
complete a pass and avoid a turnover in an advantageous position on the
pitch if they are without pressure or playing the ball over only a short
distance. As a result, at the elite level, the particular situation the passer
finds himself in determines a player’s completion percentage, not his
foot skills.
While their passing skills may be highly similar, this doesn’t mean
that players have identical possession skills. The data do not describe
what happens before the ball arrives. As Rosenfeld observes: ‘Is Xavi an
“excellent passer” because he can place a pass on a dime or is it more
his ability to find pockets of space where no defensive pressure exists to
receive the ball, with his ball control allowing him to continue to avoid
pressure and hit higher value passes for an equal level of difficulty?
Many players put themselves in difficult passing situations because they
dwell on the ball too long and upon receiving the ball are not able to
reposition their bodies in a way that opens up the field.’
Possession football, in other words, is more than just being able to
pass the ball – at the very top of the professional football pyramid, it has
relatively little to do with that: it is mostly about being in the right place
to receive it, helping a teammate position himself in the right place in
the right way, and helping him get rid of the ball in order to maintain
control for the team. As countless coaches have yelled to many a
struggling player, you don’t pass with your feet, you pass with your eyes
and your brain. Football is a game played with the head.
A good team, when further up the pitch, manages to create and find
space for both the passer of the ball and his intended target, making the
passing situation easier. A poor team, in the same place, would not
create as much space, so the passing situation would be harder. Good
teams are not better at passing than bad ones. They simply engineer
more easy passes in better locations, and therefore limit their turnovers.

Passing the Ball: Quantity and Quality

Logically, the number of passes a team manages to produce in a match


and a team’s passing skill do not have to go hand-in-hand. A highly
Logically, the number of passes a team manages to produce in a match
and a team’s passing skill do not have to go hand-in-hand. A highly
skilled team such as Internazionale, Real Madrid or Chelsea may choose
to cede possession against, say, Barcelona because their game plan
dictates that they should absorb pressure and play on the counter-attack.
Conversely, a weaker team may play a succession of passes between
unpressurized central defenders to wind down the clock, or to take the
sting out of a game. How much you pass does not have to be the same as
how good you are at passing.
Data from the real world, though, shows that possession is typically
much more prosaic. As Figure 27 shows, passing skill and volume in the
Premier League usually move in tandem. Teams that pass more often
usually complete a greater proportion of them, and teams that complete
passes at a higher rate get the chance to pass more often. Looking at
figures from 380 Premier League matches – the entire 2010/11 season
– tactics and skill in possession go together. Improving the odds that the
passes a team plays find their man means more possession, over the
course of both a game and a season.
Each circle in Figure 27 is a team’s match performance. As pass
completion percentage goes up, so does the number of passes per match
a team accomplishes.13 Averaged over the entire season, the picture of
possession looks straightforward, as can be seen in Figure 28.
A team like Arsenal or Chelsea played more than 550 passes in the
typical match; Blackburn or Stoke managed just over 300. While
Arsenal or Chelsea may complete eight out of every ten of those passes,
the teams from Ewood Park and the Britannia Stadium found a man in
the same colour shirt as them just 60 per cent of the time; that’s only 10
per cent better than pure chance.
Figure 27 Average number of passes and accuracy, Premier League, 2010/11 (all matches)
Figure 28 Average number of passes and accuracy, Premier League, 2010/11 (by team)

It follows, then, that the teams who are better at passing the ball
should concede fewer turnovers. But pass volume and completion
It follows, then, that the teams who are better at passing the ball
should concede fewer turnovers. But pass volume and completion
percentage aren’t equally useful indicators when it comes to predicting
turnovers and repossessions. While those teams who complete passes at
a higher rate are less prone to giving the ball back to the opposition,
pass volume – how many times a team passes – is only tangentially
related to how often the ball is turned over.
While none of the teams that pass around 500 times a game or more
turn over the ball a lot (Arsenal, Chelsea and the Manchester clubs), all
the others give it away with varying degrees of frequency – unrelated to
how many passes they have played. So in the 2010/11 season
Sunderland, Aston Villa, Newcastle and West Bromwich Albion passed
roughly the same amount, on average about 400 times per match; but
they had very different turnover rates – at about 170, 180, 190 and
200 per match.
The teams who don’t concede turnovers, who don’t give the ball back
to the opposition as much, are the ones that know how to play piggy in
the middle. They can pass more safely around their opponents. They are
not necessarily the ones who pass the most. Volume of passing is a
tactical decision. The rate at which passes find their man is the true
gauge of possession quality, and that completion rate is less about the
fine calibration of the passer’s foot than about the shared coordination
of passer and receiver to create simple connections in difficult locations.

The Value of Possession(s)


There is, broadly speaking, a philosophical tension within football.
There are those who prefer to see the ball swept about the pitch in
beautiful patterns, the game played by Barcelona and Arsenal and Spain,
inflicting upon their opponents a death by a thousand cuts. And there
are those, José Mourinho and Sam Allardyce and the rest, who prefer to
see attacks carried out quickly, efficiently and devastatingly. The former
is often associated with beauty and the latter with ruthlessness; but such
terms are subjective judgments, distractions designed to make
randomness easier to handle.

The successes of Barcelona and Spain, though, have given the passing
The successes of Barcelona and Spain, though, have given the passing
school the advantage, for now at least. Passing’s in fashion at the start of
the twenty-first century. Possession, the theory goes, helps you win
games. Have more possession, win more games.
We are not concerned with theory. We are concerned with facts. We
wanted to know whether keeping the ball better gives you a better
chance of success. If possession matters, we should see it reflected in
results on the pitch.
Football analysts who have looked into this have often based their
conclusions on their analyses of data from international competitions.
Twenty-five years ago, Mike Hughes from the Centre for Performance
Analysis at the University of Wales Institute in Cardiff made the case
that possession matters by analysing matches from the 1986 World
Cup.14 Hughes and his co-authors wanted to see if successful teams
played differently from unsuccessful ones. Armed with a coding sheet for
categorizing different events on the pitch and styles of play, they
compared teams that reached the semi-finals with those that were
eliminated at the end of the first round.
Their findings strongly suggested that possession matters and that
possession football is a viable strategy for success. Successful teams had
significantly more touches of the ball per possession than unsuccessful
teams; successful teams played a passing game through the middle in
their own half and approached the other end of the pitch predominantly
in the central areas of the field, while the unsuccessful teams played
significantly more to the wings. Finally, unsuccessful teams lost
possession of the ball significantly more at both ends of the pitch – they
turned the ball over more.
A follow-up analysis by Hughes and his colleague Steve Churchill
based on the 2001 Copa América confirmed that successful teams
played a different kind of football from unsuccessful teams. Among other
things, successful teams were able to keep the ball for longer and create
shots after possessions which lasted more than twenty seconds with
more frequency than unsuccessful teams. They also were significantly
better at transporting the ball from one end of the pitch to the other and
into prime shooting areas. The data showed that the ability to pass
effectively – again, to make complex situations simple – was at the heart
of these teams’ success.15
And it wasn’t just the South Americans who successfully kept the ball.
In 2004, a team of scientists from the Research Institute for Sport and
Exercise Sciences at Liverpool John Moores University collected detailed
data from forty matches that involved successful and unsuccessful teams
in the 2002 World Cup tournament.16 They too found that successful
teams had a higher number of long passing sequences and made more
consecutive forward passes.
But international competitions may be special: chance plays a
disproportionate role in such tournaments, while the knockout format
means we are only working with a small sample size of matches. What if
we look at a league season? Academics P. D. Jones, Nic James and
Stephen Mellalieu did just that, analysing twenty-four matches from the
2001/02 Premier League campaign to compare successful and
unsuccessful teams.17 Did possession matter for the outcome of any
given game? Did it matter more at different times, depending on the
score at that instant?
Yes, no matter where or when you looked. Mind you, both successful
and unsuccessful teams had longer durations of possession when they
were losing matches compared to when winning. Teams that were ahead
gave the ball away more, and those losing by a goal or two chased the
game and thus saw more of the ball. The real difference between victory
and defeat was that successful teams retained possession significantly
longer than unsuccessful ones, whatever the score was at the time.
Possession is related to success, not because of specific strategies
related to what the score in the game was, but because of teams’ relative
skill levels. Possession is about ability, and that ability is chiefly to
create easy passing situations where others would be pressured and face
narrow windows. And that means that, over the course of a season,
those teams who cherish the ball – and know how to treat it – will win
out.
A Game of Two Halves
Most of Bill Shankly’s wry observations on football have passed into
folklore. But there is one that – at first glance – seems a little misguided.
Shankly once complained that the Ajax who had scored five goals on a
misty night in Amsterdam, with the young Johan Cruyff heavily
involved, was ‘the most defensive team we have ever faced’.18
We doubt Cruyff would dispute that description. The young maestro
would have understood that having the ball is both an offensive and
defensive measure. As he explained after orchestrating a 2–0 win for
Holland against England at Wembley without ever crossing the halfway
line: ‘Without the ball, you can’t win.’ He would later add: ‘If we have
the ball, they can’t score!’ This should mean that, by completing more
of the passes they attempt, by ceding fewer turnovers and by having
more opportunities to pass, teams not only score more goals and concede
fewer, but also win more games.
To find out whether Cruyff’s assertions were true, we looked at 1,140
matches over three Premier League seasons. That is 2,280 team
performances.19 The answers, shown in Figures 29 and 30, were clear.
In attack, teams who do a better job of keeping the ball away from
their opponents do have more shots and do score more goals. In defence,
they restrict their opponents to fewer attempts and they concede fewer
goals. They have more shots on goal and suffer fewer. This, naturally,
has a significant impact on goal production and goal prevention: teams
that pass the ball well outscore their opponents by 1.44 to 1.19 goals
per game, and they outperform them by an almost identical margin
defensively. The data also show that, whatever possession statistic you
look at – overall, completion percentage, volume – having more, rather
than less, possession of the ball increases offensive output.
Figure 29 Goals scored as a function of possession, Premier League, 2008/09–2010/11
Figure 30 Goals conceded as a function of turnovers, Premier League, 2008/09–2010/11
When we turn to the other kind of possession – not turning over the
ball – we see equally important effects. Teams that turned the ball over
less than the other side outscored their opponents by roughly 1.5 goals
to 1.1; they outperformed them defensively by a similar margin.20
Keeping possession of the ball helped teams score more goals and
concede less by about 0.3 to 0.5 goals at both ends of the pitch. That’s
almost a goal per match.
It seems natural to assume that more possession should lead to more
wins and fewer losses. And it’s quite right: keeping hold of the ball,
completing at a higher rate, and not surrendering it so often to the
opposition means more wins, more points and more success. Teams that
had the greater share of possession won 39.4 per cent of their games,
compared to just 31.6 per cent if they had less. However possession is
measured – volume, completion, or overall – having more of the ball
generated between 7.7 per cent and 11.7 per cent more wins (Figure
31).
Figure 31 Match win percentage as a function of possession, Premier League, 2008/09–
2010/11

Pass completion percentages are nice, but avoiding turnovers is the


most potent weapon of all. The teams that had less than half the
turnovers in any given match won around 44 per cent of the time, while
those that gave the ball away more won only slightly less than 27 per
cent of the games. Having the ball is good. But not giving it back is
better.
We have already discovered that titles are not decided only by
winning: it is just as important not to lose. Possession helps here too.
Having more of the ball decreased losses by around 7.6 per cent – about
as much as it helped a team win. Turnovers, once again, are key: while
pass completion percentage and total passes played matter much less for
preventing losses than they do in garnering victories, not giving the ball
away produced a staggering difference. Teams contrived to lose some
47.7 per cent of the matches in which they turned over the ball more
than the other side, teams that gave it away less lost only 28.4 per cent
of theirs (Figure 32). At both ends the possession game works, and with
spectacular results.
Figure 32 Match loss percentage as a function of turnovers, Premier League, 2008/09–
2010/11

All this pays off come the end of the season. Clubs that had more
possession dominated the top end of the league and those that didn’t
were more likely to fight relegation. To see how pronounced this pattern
is, we plotted the number of points clubs produced in a season and the
average amount of possession they had in the matches they played
(Figure 33; each circle represents a club’s performance for the year).21
Figure 33 League points and average possession, Premier League, 2008/09–2010/11

Clubs with more possession will not win every match – far from it –
but they will win more and lose less. The average league position of
clubs with more possession than the opposition was 6.7; the average for
clubs with less was 13.8. Ultimately more possession and fewer
turnovers added up to a more successful campaign.
And yet, if we examine Figure 33 closely, we see that there are some
distinct outliers to the overall pattern, especially on the left side of the
graph. It seems there really are two distinct leagues in English football.
In the bottom half are the teams with less possession, and in the top the
teams with more.
Figure 34 League points and average possession, Stoke City, 2008/09–2010/11

And if we look more closely still, we can see that, in that second
league, there is one team that truly stands out. One side who win the
battle for survival, over and over again, without seeing much of the ball.
They even manage to finish above clubs with significantly more
possession. That side is Stoke City (Figure 34). Somehow, Stoke have
mastered the art of not having the ball.
Are they just a statistical anomaly, or do they have a secret?
6.

The Deflation of the Long Ball

It’s not about the long ball or the short ball; it’s about the right ball.
Bob Paisley

Whether or not you like what Stoke do, it’s hard to argue with their
results. Since promotion in 2008 manager Tony Pulis, an unremarkable
defender during his playing days, has established the club not just as a
Premier League side but as a cornerstone of English football thinking:
how teams hoping to challenge for the title cope on a cold and
windswept afternoon at the Britannia Stadium is often taken as a test of
their credentials. New imports to the league are widely expected to wilt.
Pulis must take enormous credit. If Stoke are the Barcelona of route
one football, then he is their Pep Guardiola. He made the Financial
Times list of overachieving managers in England between 1973 and
2010,1 and the authors of Pay As You Play, a path-breaking book on
transfer finances, calculated that Pulis at Stoke spent less on transfer fees
per point won than any other long-serving Premier League manager.2
But he has also faced enormous criticism. Stoke’s long-ball style is
considered unattractive and even philistine by many observers. Such
scorn is borne out by the statistics: Stoke play more long balls and have
less possession in the opposition half than any other Premier League
team. According to these data Stoke should have disappeared long ago
from the rarefied air of English football’s top flight. And yet they
continue to thrive. Why?
The answer is simple: Stoke are happy not to have the ball. In this age
where possession is king, they are devout republicans. For Pulis, the Pep
of the Potteries, less is more. It is as though Stoke believe they are more
likely to score, and less likely to concede, if they don’t have the ball.
And the only possession they really seem to believe in is when Rory
Delap is able to cradle the ball in both hands as he gets ready to throw
the ball into the box.
Stoke are perfectly happy to play less football than anyone else. Not
just in the philosophical sense of not being concerned with getting the
ball on the floor and keeping it, but in a very literal way. It’s simple: the
more the ball is in play, and the more Stoke have the ball, the worse
they do. That is the key to understanding Pulis’s success.

When Less Football Means More Possession


In the course of one football match, nobody plays ninety minutes of
football. According to Opta Sports, the ball was in play for between sixty
and sixty-five minutes in a typical match across the four top European
leagues in 2010/11. In the Premier League, the average was 62.39
minutes.3 Yet for matches involving Stoke the average amount of time
that the ball was in play that season was 58.52 minutes.
Stoke are like the schoolboy who takes the clock off the classroom
wall, spins the hands forward, replaces it, and a few minutes later
announces that the school day is somehow already over. In contrast,
Manchester United offered the most action, with 66.58 minutes on
average. Typically then, when the Potters were on the pitch, the ball was
in play eight fewer minutes than when the Red Devils came to play.
When we informed the head scout of another Premier League club of this
and he passed it on to Pulis, the Stoke manager insisted he had no idea
that was the case; this all just comes naturally to him, and by extension
to his players.
He should not, though, have been entirely surprised. Under Pulis,
Stoke systematically keep the ball away from the pitch. They are, in that
sense, possession purists. They know they only have real possession
when their opponent puts the ball out of play. Everything else is too
uncertain. And so they maximize the one time that they control the ball
absolutely: during set pieces.
That means that the ball is in play significantly less in a Stoke game
than those played by any other side. Indeed, this can be so extreme that
in some Stoke matches, there is only around forty-five minutes of actual
football. Stoke took a league-high 550 long throws in the 2010/11
season, and 522 the next year. Each time, Delap waited for the ball to
be retrieved, gathered it in his hands, dried it with a towel, and the
clock will have ticked. For those seconds, Stoke possessed the ball
completely. They possessed it in a way that no other team could. The
knock-on effect of this is to reduce their opponent’s chances of getting
the ball.
To an Arsenal fan like Rob Bateman, who lists Arsène Wenger as his
sporting hero, this approach must seem abhorrent. Bateman, Content
Director for Opta, regularly tweets facts such as this: ‘Three of the four
Premier League goals Stoke have scored against Arsenal have come from
long throws. The other was a penalty.’
But that is not the only effect of Stoke’s obsession with aerial
bombardment. Their long throws create chances, but they also deny the
opposition the opportunity to create their own.
This is the perfect strategy for Stoke because they are so bad at
keeping the ball. According to analysis by Sarah Rudd, Vice President of
Analytics for StatDNA, only slightly more than one in every ten
possessions Stoke had in the 2011/12 season involved more than three
passes. Only 4 per cent involved seven or more passes. This is football as
Charles Reep envisioned it. Arsenal, by contrast, managed to produce
four passes or more in 36 per cent of their possessions, with 18 per cent
involving seven passes or more.
Or, more impressively: 43 per cent of the time Stoke had the ball, the
subsequent movement stretched to precisely no passes. Almost half the
time Pulis’s team won possession, they gave it straight back. Arsenal, on
the other hand, gave the ball away immediately just 27 per cent of the
time.

Stoke seem to understand that, for them, possession is actually


Stoke seem to understand that, for them, possession is actually
counterproductive: the more traditional possession they have in a match
– the more passing they attempt with their feet in open play – the more
they lose the ball and turn it over to the other side, and so the more the
other side has the chance to create opportunities. When Stoke had less
possession than they typically had over the three seasons of data we
looked at, they turned the ball over an average of 177 times in a match;
but when they had more possession than usual, they lost the ball 199
times (a difference of 12 per cent). For a team like Arsenal, the exact
opposite is true; Arsène Wenger’s team turned the ball over 180 times
when they had more possession than normal, but 186 times when they
had less of the ball. The moral: when Stoke have more of the ball, they
lose it more frequently. When Arsenal have the ball more, they lose it
less.
These patterns of play have consequences for how Tony Pulis’s men
find ways to win. It’s certainly much less from open play. In the Premier
League overall, two of every three goals come from open play, and for
high-possession clubs like Arsenal, it’s as many as three out of four. In
contrast, only half Stoke’s goals resulted from open play. But they scored
five times as many goals from long throw-ins as the average Premier
League club. Another way to look at these numbers is that the average
team in the Premier League scored 0.85 goals from open play per match
and Arsenal a whopping 1.39. Stoke managed a measly 0.51, just 60
per cent of the average team’s output.
Wenger, Arsenal, Guardiola, Barcelona, Menotti and Cruyff would all
be horrified at such figures. But it works: there can be no doubt about
that. Stoke were promoted in 2008 and have become a Premier League
mainstay. They have done what Watford and Wimbledon did before
them. They have found a way to beat the big boys by using the tools
they have at their disposal rather than trying to imitate everyone else.
They have found a way of making sure less really is more. They may not
look like they have possession, but they are definitely in control. They
have found light in the dark. They don’t want the ball, but manage to
produce points nonetheless. They understand that possession is not so
much having the ball as not turning it over to the other side.
Cruyff would not like it, but he would understand.

The First, Failed Revolution


Stoke are one of the very few teams in the modern game that Charles
Reep would appreciate. On the face of it, they do not share the modern
obsession with possession, especially when the ball is on the pitch. Quite
right too, Reep might think. His numbers, collected over thirty years
with notepad, pencil and miner’s helmet, showed that more than 90 per
cent of possessions ended after three passes, or even fewer. Reep spent
almost fifty years watching teams give the ball away, over and over and
over again. No wonder he concluded that possession was a myth.
In fact, he probably would have found the idea that ball retention
would become an aim in itself vaguely comical. Stoke’s approach,
constantly manoeuvring the ball into positions of maximum opportunity,
would be just the ticket; as with Watford and Wimbledon in the 1980s
and Egil Olsen’s Norway in the 1990s, these are his ideas made flesh.
Sadly for Reep, Stoke may be the last of a dying breed. There are the
sides coached by Sam Allardyce, cut from Reep’s cloth, but to everybody
else the long-ball game seems anachronistic. It has been widely
discredited over the last two decades, since the heyday of Graham
Taylor.
There is a simple reason for this. Reep had it wrong. As we showed in
the previous chapter, keeping the ball – and not giving it back to the
opposition – is a legitimate strategy for winning football matches and
not losing them. It increases the number of goals you score and limits
the number you concede. Of course, Pulis understands this basic truth: it
is just that his way of counteracting it is the polar opposite to the
response of most managers. Stoke keep the ball; they just do not keep it
on the pitch.
From the off, Reep focused on understanding what it takes to win
football matches. His premise was simple: if you could maximize goal-
scoring opportunities, you would win more games. And to do that, he
determined, teams simply needed to be more efficient. To Reep that
meant scoring more goals with fewer possessions, fewer passes, fewer
shots and fewer touches, not more. Only two of every nine goals came
from a move involving more than three passes, and it took nine shots to
produce one goal, say, while half of all goals come from possessions
regained in or near the opponents’ penalty area.
As soon as his numbers bore that out, it is no surprise that Reep
reacted in the way he did: why were teams wasting their time with
inefficient passing, when they could maximize their number of goal-
scoring opportunities by moving the ball quickly into the opposition’s
penalty box, or by regaining possession high up the pitch?
If this is sounding familiar, that’s because it is: Reep’s conclusions,
adopted by the likes of Stan Cullis at Wolves and, decades later, Taylor
at Watford, were used as the philosophical keystones of the long-ball
game. His findings even found their way into Charles Hughes’s book The
Winning Formula, though the author explicitly denied drawing on the
Wing Commander’s work. Hughes, a stalwart of the Football Association
for years, was made its Director of Coaching in 1990: he became in a
sense the high priest of non-possession football.
There was just one problem.
True, few observers found themselves falling in love with this efficient
image of football – as Brian Clough memorably said, ‘If God had meant
football to be played in the air, he would have put grass in the sky’ – but
football is a results business; if it had worked, then the aesthetes would
have been quieted by the trophy-clinching pragmatists.
No, the real problem with route-one football was that it was only
intermittently successful.
Central to Reep’s view of football was that sharp, smooth declining
frequency of passes and the plunging odds of scoring from a move that
involved more than three players exchanging possession. The vast
majority of movements ended with, at most, one completed pass while
91.5 per cent of passing movements never reached a fourth player, as
the declining bar chart in Figure 1 on page 18 showed. With every
additional pass, an attacking side became less and less likely to score.
Combine that with the numerical importance of pressing in the
opponent’s half – 30 per cent of all goals came from what we now know
as ‘final-third regains’ – and you have the cornerstones of the long-ball
game.
This analysis has been investigated since Reep’s heyday. When Mike
Hughes and Ian Franks, professors at the University of Wales Institute
and the University of British Columbia, set out to re-examine Reep’s
work they found – using data from the 1990 and 1994 World Cups –
that same steep decline in movements involving more and more passes,
and they found a similar effect in goal scoring associated with passing
movements of different lengths.4 Initially, they agreed with Reep.
As they looked deeper, though, things began to change. The fact that
most passing movements end quickly and that most goals are scored
after a very small number of passes does not necessarily mean teams
should try to live up to Reep’s vision of efficiency, getting the ball into a
scoring position with as few possessions as possible. That conclusion is
too simplistic; in some ways that strategy was actually very ineffective.
Why? Because the frequency of goals is not the same as the odds of a
goal being scored.
To explain that, let’s take a look at penalties.
In the Premier League, since 2009, some 65 per cent of goals have
come from open play, while just 8 per cent have come from penalties.
Open-play goals, in other words, are more than eight times as frequent
as those from the spot. But then the odds of scoring from a shot in open
play are 12 per cent, whereas from penalties, the chance is 77 per cent.
For a manager, then, what is the more effective strategy: building a
team to score from open play, because that is how most goals are scored,
or building a team to win penalties, because that is the most likely way
of scoring? Do you go for frequency, or should you opt for favourable
odds?
Penalties might be rarer, but they are also more profitable. Open-play
goals are common, but less of a sure thing. It is this distinction in the
statistics that Reep missed, and it is this distinction that goes a long way
to explaining the failings of the long-ball game and the rise of an
obsession with possession.
Like Reep, Hughes and Franks noticed a steep decline in passing
movements as more players became involved. But they also found that
the length of passing movements and the odds of scoring were
connected. The longer the passing sequence, the better the odds of it
being capped with a goal. Hughes and Franks concluded that teams with
‘the skill to sustain long passing sequences have a better chance of
scoring’. In fact, as the number of passes in a sequence goes up – as far
as six passes – the odds of scoring go up, too.
The key factor is shots – their frequency and the rates at which they
produce goals. Hughes and Franks found that shorter passing movements
are related to effective shooting: for moves of four passes and below,
conversion rates were higher than for five passes or more. Reep was
right on that score. With a shorter move, a goal is scored one in every
nine attempts; for longer sequences, that rises to a more profligate one
goal for every fifteen shots a team takes.
In isolation, this finding would lead us to conclude that longer passing
sequences gave defences a chance to set up, minimizing the element of
surprise and dislocation of the defence by the attack. But that greater
efficiency of converting shots from shorter passing moves doesn’t equal
more goals. Why?
Reep’s numbers weren’t wrong; unfortunately, he just didn’t analyse
them deeply enough.
What Hughes and Franks discovered was that longer passing
sequences also produced significantly more shots on goal, thus
increasing the total number of goals teams score. Reep was obsessed
with converting shots more efficiently; longer passing moves do not cure
that, but they make shots more frequent. There is a trade-off between
opportunities and efficiency: longer passing sequences mean more shots
for the attacking team, but they also mean lower rates of conversion of
shots into goals.
Possession skill, Hughes and Franks discovered, is often the key
difference between successful and unsuccessful teams: conversion rates
between those sides that succeed and those that do not are about the
same, but the successful teams produce a third more shots than the
unsuccessful ones. It takes, on average, nine shots to score a goal. You
will score more goals the more shots you have, and you will produce
more shots when you don’t give the ball away, either because you have
the skill or because you have the strategy to play the possession game.
When we applied this to the Premier League, it rang true. To measure
teams’ devotion to the long ball, we calculated each club’s ratio of long
passes to short passes. The higher the ratio, the greater a club’s
percentage of long balls in the typical match. The results are shown in
Figure 35, and you’ll notice Stoke hanging way off to the far right.
Teams that pass the ball more and that relied on a short passing game –
defined by our research as any pass played under thirty-five yards –
generated substantially more shots on goal.
Figure 35 Long-ball ratio and number of shots, Premier League, 2010/11

That is the chief difference between success and – if not failure – then
a lack of success in football. As may be seen in Figure 36, teams such as
Arsenal, Chelsea and Manchester City – the sides that we found to play a
possession-based game – had a similar conversion rate (goals from shots
on target) to more direct sides; indeed, Stoke were actually more
efficient in front of goal than Arsenal, whereas relegated Blackpool were
roughly as effective as champions Manchester United. The difference is
that Arsenal and Manchester United have 50 per cent more shots every
game than those teams.5
The effect of this is clear: long-ball clubs have fewer chances to score
and therefore score fewer goals, and they end their seasons battling
relegation. Sides that treasure possession tend to be at the other end of
the table, contesting titles (Figure 37). Those exceptions – from Pulis’s
clock-watching Stoke in Figure 37 back to Bolton under Sam Allardyce,
who was among the first to apply analytics to the long-ball game – have
found a style that helps them maximize their resources and fulfil their
ambitions.
Figure 36 Long-ball ratio and conversion rates, Premier League, 2010/11

For them, the long ball is the right ball; they might never win the
Premier League, but by perfecting their approach, at least both were
able to secure their place in it for another season.

Restoring Reep
Football managers – never the fastest students in the class – appear
finally to have worked this out. Reep’s doctrine of maximal efficiency,
the philosophy he and his followers had absolute faith in, is starting to
disappear from the game. Yes, there are still teams who defy fashion –
and logic – to play a more rudimentary, long-ball style, but the overall
pattern is clear: possession, in the twenty-first century, is king.
Figure 37 Long-ball ratio and league rank, Premier League, 2010/11

That’s what Sarah Rudd of StatDNA found when she looked at the
passing sequences for the 2011/12 Premier League season (Figure 38).
Reep’s standout discovery, the curve that sharply declines with every
extra pass in the move, has developed a spike in its tail. Advances in
technology, training, technique and pitches have led to the dominion of
the passing game. Moves involving seven passes are now as common as
those composed of just two.
Yet it would be unfair to dismiss Reep as just a relic of times past. Yes,
the football he espoused might seem a little dated, it may not be pretty
to watch, and he failed to discover football’s ‘winning formula’, but his
approach was in many ways thoroughly modern.
Figure 38 Passing move distributions, Premier League, 2011/12
Data source: StatDNA.

It was Reep who first tried to use data to help us see to the core of
football, and in many ways it is from his work that the game’s future
will probably spring. He simply did not have the open mind or the
techniques required to make sense of the wormball of information that
every football match, every tournament, every season provides us. He
recognized that football may look anarchic and disordered, but it can
nevertheless be dissected into manageable elements, and those elements
can be analysed.
We know the possession game is becoming more widespread, and we
have the numbers to show that keeping the ball does help a team create
more shots, and that more shots lead to more goals, and that more
possession helps a side concede less frequently, which means they win
more and, crucially, lose less. But is it the case that every team must
play that way? No. The very title of Charles Hughes’s book was
completely askew; Reep’s aim for a universal cure for football’s
inefficiency was misguided.
There is no winning formula. But try telling Watford, Wimbledon or
Stoke that the long-ball game doesn’t work; try telling the Greece of
2004 that attacking football wins out more often than the defensive
variety; try telling Barcelona or Spain to clear their lines. To each their
own. As Bob Paisley, the Liverpool manager, once said: ‘It’s not about
the long ball or the short ball, it’s about the right ball.’ For some teams,
the long ball is the correct one. Indeed, as the possession game becomes
ever more popular, the chances that there will always be one team
playing in the style Reep preached increase. There will always be a
benefit in going against the grain.
Reep was wrong on what the numbers implied; his findings were
based on too rudimentary an analysis. But his assertion that football’s
numbers offered us a chance to see things that we had not yet glimpsed
was absolutely correct. Unfortunately, Reep’s system was peculiarly one-
sided: it concentrated on how a team might best deploy its resources so
as to score goals, rather than on how it might go about trying to keep
them out. As we have seen, underestimating the role of the defence has
been a characteristic of football ever since its first codification, and Reep
was no different.
That is the failing of the long-ball game, too. It ultimately did not
catch on as a generic prescription for a winning strategy, in part because
it was too easy for more skilled sides to negate. It wasn’t designed to
adapt to a better opponent or teach a team how to keep a clean sheet.
Ultimately, Reep wasn’t a strategist and didn’t know how to do defence.
There was nothing wrong with his general conclusion, though: it is in
a team’s best interests to be efficient. Bayern Munich, in their
Champions League final against Chelsea, or Barcelona, in the 2012
semi-finals, would both have welcomed the intervention of efficiency;
for all their possession it was their profligacy that, ultimately, cost them
the grandest of prizes. Efficiency was how Reep believed football teams
could best overcome the role of fortune but he could never quite grasp
the idea that his solution was not the only solution. There are many
ways to control your own destiny in football. Perhaps the most effective
way is not to be efficient; perhaps the most effective way is to control
the ball.
It would be a shame to see Reep’s legacy forgotten. Like many a
revolutionary before him, he may have been a tad dogmatic, and a
product of his time. But his was also the first sustained attempt at
collecting football numbers and winning with them. The industry of data
companies would not have evolved without him, and every club that has
started out on its own journey to find out what the data say, owes Reep
a debt of some sort.
Not every team wants to be Stoke. Not every team can be Barcelona.
But every side can find a way to win, if they use all the intelligence at
their disposal: that of their own talents and that offered to them by the
numbers. That was at the heart of Reep’s approach, and should not be
forgotten. It is just that the numbers we have today are rather more
advanced, rather more nuanced. Our intelligence – in terms of both
gathering it and using it – is increasing.
7.

Guerrilla Football

So it is said that if you know your enemies and know yourself, you can win a hundred battles
without a single loss.
Sun Tzu

No club in the Premier League generates less money than Wigan


Athletic. No club in the Premier League has so little history, or so few
fans. Ever since 2005, when they won promotion to the top flight for
the first time in their existence, Wigan have started the season listening
to prophecies of doom. Every year is meant to be the year that football
gravity finally catches up with them, that they return to their rightful
place among the also-rans, that they disappear for ever into obscurity.
And every year they have defied the naysayers and the doubters, and
have survived. This little David simply will not leave the land of
Goliaths.
In their book Why England Loses, the football journalist Simon Kuper
and the economist Stefan Szymanski found that money matters a great
deal for the success of football clubs. According to their calculations, 92
per cent of the differences in English football clubs’ league position can
be explained by a club’s relative wage bill.1 It might not be the case that
the team with the highest wage bill finishes top each and every season,
but over the long term, the correlation is uncanny. At the other end of
the table, it seems inevitable that, eventually, in football poverty will
drag you down.2
For Wigan, this is unfortunate. The annual reports into football’s
finances prepared by the accountants Deloitte must make miserable
reading for anyone who follows the club: their turnover, wages and
attendance are all fractions of the Premier League’s giants. And yet
Wigan have long managed to avoid relegation. It is almost pathological.
They will defy the laws of football economics. They will not adhere to
the laws of football gravity.
Part of the reason Wigan have managed to survive so long in the
rarefied air of the Premier League is Dave Whelan, the local magnate
who owns the club. Wigan’s average attendance is just 17,000 – they
rarely sell out their home ground, the DW Stadium, its initials a (self-
awarded) tribute to the club’s benefactor – on a par with the likes of
Vitesse Arnhem or the average German second-division side, but half the
Premier League’s average. That’s a considerable shortfall in revenue. It’s
the same when we look at television and commercial earnings: in
2010/11, they earned £50.5 million from all of these streams – a tidy
sum, to be sure, but half what the average Premier League team took.
Only because of Whelan’s enduring generosity do the club avoid sinking
into the red. In 2011/12, he wrote off a £48 million loan to the club to
balance the books. Financially, Wigan cannot compete. And yet on the
pitch they do.
In truth, Wigan do not dramatically outperform their wage bill, the
gauge – for Kuper and Szymanski – of a manager’s true impact. In the
last five years, they have finished eighteenth, fifteenth, fifteenth,
sixteenth and sixteenth in the salary league, not far off their finishes in
the actual division.
Yet Wigan’s continued survival is still, as the respected financial blog
The Swiss Ramble had it, ‘a minor modern miracle’.3 To explain why,
we have to consider the odds that – given their spending on wages –
Wigan would have been relegated at some point over the last five
seasons. To do that properly, we need to calculate the odds of relegation
as a function of a club’s payroll.
The notional odds of relegation from the Premier League in any given
season, for any team, are 15 per cent: three sides out of twenty endure
the pain of demotion every year. But of course those three clubs are not
simply drawn out of a hat: money does matter. More specifically, when
we examined twenty years of club finances with the help of data from
Deloitte, we found that a club’s odds of relegation are 7.2 per cent if its
wage spend is greater than average. In other words, you can halve the
chances of being relegated just by spending a little more on your salaries
than the average side. But for clubs that spend less, the odds of
relegation shoot up from 15 to 21 per cent. For a team that spends as
little as Wigan or less, these odds can even be as high as 44 per cent in
any given season.
Spending less isn’t a death sentence, but you are flirting with the
chair. And spending less than the average year after year means the odds
of relegation accumulate. For Wigan, the odds that they would be
relegated at some point over the five Premier League seasons to 2012
were 95 per cent. It was, both mathematically and financially, almost a
certainty. With wage bills four, two and one and a half times Wigan’s
£40 million, Manchester United, Aston Villa and Fulham faced odds of
demotion of 0, 31 and 69 per cent, respectively.4
All this suggests that Wigan’s continued survival is more than just
good luck, and it is not simply attributable to their individual wage
spending in any given year: the numbers are squarely against them. So
Wigan’s story is not just about money, but also how that money is put to
use. There must be another factor at play. And we think it is that, rather
than just using the story of David and Goliath as a clichéd parallel, they
have actually learned their lesson from it. If you remember the tale, you
will know that David could have taken Saul’s armour and his helmet and
tried to fight Goliath toe to toe. He didn’t. He chose, instead, a very
different stratagem.

Roberto Martínez: Insurgent Leader


By any standard measure Wigan have been a mediocre team for a long
time. They have conceded more goals than they scored in every season
they’ve been in the Premier League. They tend to have more possession
than most of their peers at the wrong end of the table, but much of that
comes from the sterile domination of their own half.5 Roberto Martínez’s
team, though, have been doing more than just passing the ball around at
the back and getting lucky.
With the help of Ramzi Ben Said, a student at Cornell University, and
the performance chalkboards published online by the British newspaper
the Guardian in conjunction with Opta Sports, we tried to establish how
Wigan went about scoring their goals in the 2010/11 season. Ramzi
collected and coded a year’s worth of data of attacking production (how
each Premier League club scored their goals that season).
The data showed that the vast majority – 66 per cent – of the 1.4
goals a team scored in the average match that year came from open
play. By far the smallest proportion of goals came from direct free kicks:
just 2.8 per cent per team, per match. The average team produced one
goal a game from open play, but needed to take thirty-five direct free
kicks before finding the net that way.
But Martínez’s Wigan are not your typical club. In 2010/11, they
created goals in extremely unusual ways. They relied much less on
traditional open-play goals than most, and did not bother with anything
that resembled a patient build-up. In half their games they failed to score
from open play at all. When they did, they tended to come from what
are known among analysts as ‘fast breaks’ – lightning-quick counter-
attacks.6 And the rest of their goals came from free kicks. Their output
in both these categories was exceptional. They scored twice as many
goals on the break as the average side, and they scored almost four times
as many goals from free kicks.
Rather than choosing one or the other, Martínez seems to have
forsaken both high frequency – not scoring from the most common
source of goals – as well as good odds – trying to score from low
probability shots (free kicks) – as a way to win matches. Martínez was
not trying to fight his opponents in a conventional way. Instead, he was
beating them any way he could.
Albert Larcada, an analyst at ESPN’s Stats & Information Group, filled
in the picture further. Using Opta’s master file of play-by-play data,
Larcada discovered Wigan were unusual in a number of other ways.

Not only did they score from fast breaks and free kicks, but when
Not only did they score from fast breaks and free kicks, but when
Larcada calculated the average distances from which Premier League
clubs attempted shots that season, Wigan were the overall league
leaders. Their average shooting distance was some twenty-six yards. This
is why they were a significant outlier at the wrong end of Figure 36
comparing conversion of shots to goals and possession. This looked
deliberate: their goals came from a longer distance than any of their
peers – an average of 18.5 yards, way ahead of second-placed
Tottenham, while Charles N’Zogbia and Hugo Rodallega both finished in
the top five scorers from distance in the Premier League in 2010/11.
Martínez was thinking outside the box in the most literal fashion.
Indeed, his team had the lowest number of goals scored from inside the
penalty area of any side in the league – just twenty-eight, compared to
Manchester United’s sixty-nine.
This sounds very defensive – hitting teams on the break, relying on set
pieces and long-range shots – but Wigan’s formations told a more
nuanced story. Opta’s data showed that, while Premier League teams
played 34 per cent of their matches with a traditional 4–4–2 formation
that year, Wigan didn’t play 4–4–2 in a single match. Instead their most
common formation was a 4–3–3 system, usually thought to represent a
more offensive tactical approach. Wigan’s 4–3–3s accounted for one in
eight instances of that formation in the Premier League. But they haven’t
used it slavishly year in and year out. Instead, they adapt when
necessary: Martínez masterminded his side’s survival in 2012 by
switching to a highly unorthodox 3–4–3 formation for the final third of
the season.7 It worked.
Martínez was trying to surprise his opponent and make sure he was
not surprised himself. When we throw into the mix that Wigan led the
league in recoveries, a clear approach crystallizes. Martínez’s strategy
relied on highly accurate long-range shooting, firing from distance –
allowing his team to recover their defensive shape more easily – and
persistence. He did not place any emphasis on corners – Wigan scored
just one goal from a corner in the entire 2010/11 season – because it
meant allowing his troops out of hiding and into open sight, leaving
them vulnerable. Martínez was playing guerrilla football.
He had his team lie in wait for their opponents and then punish them
on the counter-attack. He employed sharpshooters, to let fly from
distance, and snipers, to hit free kicks. His team were adaptable,
unpredictable. With his neat jumpers and kind smile, Martínez looks a
decent man. Underneath that veneer, though, beats the heart and mind
of a natural insurgent.

Intelligent Football
As it is for any revolutionary, information is at the heart of everything
Martínez does. No rebel worth his salt would plan an uprising without
gathering intelligence first, on the strength of his troops, of the ruling
regime’s weak points. The same principle applies in football.
That intelligence takes two forms: first, there is information. Managers
have always gathered information in the traditional manner – scouting,
talking to coaches, watching players in training, reading the news – and
tapping into this network remains a crucial part of their work.
Most of that information, though, is subjective: to make the best
decisions possible, managers must also tap into the objective sources of
knowledge available to them. This is where the numbers come in.
Nothing is more objective than data. Every manager now, whether he
knows what to do with them or not, has one or more match analysts,
housed at his club, with whom he will examine previous games and
prepare for forthcoming battles.
Others are even more obsessive: Martínez, we suspect, is not the only
manager to have his home TV connected to a data-analysis software
package. Thanks to companies like Opta Sports, Amisco/Prozone,
StatDNA, Match Analysis and all the others, Martínez and his peers can
now call up at the touch of a button accurate data on all their team’s
corners, or shots, or passes. Managers are inundated with numbers. Yet
having facts at your disposal is not the same as knowing what each of
them means.

The data collection companies are working on this. ‘A lot of the


The data collection companies are working on this. ‘A lot of the
innovation comes in figuring out what you actually need to measure,’
Jaeson Rosenfeld, founder of StatDNA, told us. ‘The problem is that you
have to define a set of data that is complex enough to reflect what’s
going on in the game but simple enough that you can collect and analyse
it.
‘You could easily come up with a model that reflects a player’s
contribution, for example completed passes in the final third of the field.
And you could come up with a hundred reasons for why that makes
sense. But that’s not enough. Several levels of detail deeper is what
really matters. There is a lot of data out there already, but there is a high
premium on insight.’
That is the issue for managers, like Martínez, as they contemplate how
to plan their insurrections. They have all the knowledge they could
possibly hope for, about their own teams and opponents. But which
parts are important? This is where the second part of football
intelligence comes in: deduction.
Football has been slow to accept analytics but gradually it is starting
to infiltrate every corner of the game. Managers, and their employers,
want an edge, that extra few per cent. It would border on professional
negligence not to at least consider the numbers when so much is at
stake.
Performance analysts are part of the fabric at most clubs. They are still
not being utilized quite as fully as they could be, but the curve is
upward: their influence can be felt in training, scouting and match
planning. The next horizon, for John Coulson, Opta Sports’ man tasked
with managing the company’s relationship with clubs, is in tactics.
‘There is a strong resistance to statistics at the coalface of the game.
Coaches have their jobs on the line and naturally rely on intuition and
experience,’ he told us. ‘Clearly the role of stats is not to replace but
complement these skills.
‘However, with football being such a dynamic game and those at the
forefront of it not being from an analytical background, it is challenging
to build their trust in the metrics. Data is now readily available, and the
next five to ten years will be about demonstrating the value deeper
analysis of it can bring. We believe there will be another tipping point
once someone proves by acting on it that there is a significant advantage
in the data alone, much like we’ve seen in baseball and basketball.
‘It has taken ten years to reach a tipping point whereupon video
analysis solutions are widely adopted and used alongside data as
evidence-based feedback to players and for opposition scouting. The
message – that these programs are simply a tool to assist the coaching
cycle – is now accepted but has been very difficult to get across.
Inherently there was an opinion it can’t show coaches anything they
don’t already know. However, the next progression – which is the use of
advanced data analytics to actually influence tactical decisions and drive
recruitment – is still very much in its infancy.’
The objection to the idea that the numbers can help is always the
same: football is too fluid, too dynamic, too continuous to brook such a
breakdown. That a problem has not been solved, though, does not mean
it never will be. Yes, football is fluid, but that doesn’t mean it can’t be
poured into various bottles. The possibilities are endless: open play
versus dead ball; types of shots; penalty kicks; the timing of goals;
tactical formations; home versus away; pitch location; what happens
when teams are level, ahead, or behind. The race is on to find the best
ways to break down the game and do it in a way that produces insights
for ways of playing and valuing what players do. Moreover – as
physicists and engineers who study interstellar nebulae, oil pipelines, or
motorway traffic will testify – dynamic objects can in fact be analysed
quite thoroughly.
There is a prerequisite before all this intelligence can be put to use: an
appreciation of the simple but powerful fact that there is no ‘best’ way
to play football. Scoring more is better than scoring fewer, and
conceding fewer is better than conceding more. But beyond that, there is
no easy answer.
Successful managers like Martínez understand this intuitively and they
use the information available to them to craft a strategy that works for
them in a particular moment. That could be the long-ball game, it could
be a lightning-quick counter-attack, it could be trying to starve your
opponent of possession. The guerrilla must adapt his tactics. As Gianluca
Vialli and Gabriele Marcotti explain: ‘Deconstruct tactics, and you find
that basically it’s a way to minimize a team’s weaknesses while
maximizing its strengths. That is what it boils down to. The concept is
simple: it’s about gaining an advantage over your opponent, and it has
been around for thousands of years.’8
Tactics are not the same as strategy. Your strategy is what you plan to
do over the entire season. Your tactics are what you do to get you there
in the course of an individual game. To fulfil your strategy, you must get
your tactics right; and your tactics must always fit your team and your
opponent.

Going For It on Fourth Down


That analytics remains a source of suspicion for some is testament to the
power of convention. There is a way that things are done – i.e. without
analytics – and doing them differently, at least initially, is not tolerated.
That is true off the pitch, in terms of how football has confronted the
emergence of Big Data, and on it.
It is strange that two of the most competitive arenas in life – war and
sport – should be dominated by so-called norms of behaviour. In an
essay in The New Yorker, Malcolm Gladwell saw the same force at work
in the story of David and Goliath.
‘David initially put on a coat of mail and a brass helmet and girded
himself with a sword,’ Gladwell wrote. ‘He prepared to wage a
conventional battle of swords against Goliath. But then he stopped. “I
cannot walk in these, for I am unused to it,” he said … and picked up
those five smooth stones. What happens when the underdogs likewise
acknowledge their weakness and choose an unconventional strategy?
When underdogs choose not to play by Goliath’s rules, they win.’9
Gladwell argues this is true not just for battles for biblical supremacy
but in any area of human competition where the weak face the strong.
The best way for David to survive is to be innovative and do the
unexpected. Their advantage, as Gladwell notes, ‘is that they will do
what is “socially horrifying” – they will challenge the conventions about
how battles are supposed to be fought’. As importantly, to thrive, Davids
have to work harder than the Goliaths. Wigan’s insurgent football
certainly fell into that category in 2010/11.
Though Martínez is one of the heroes of this book, he is far from
unique. He is just the latest in a long line of clever managers who have
found a way to unearth the value in his squad. These are the men who
have changed the face of football for ever, by challenging prevailing
wisdom and developing innovative approaches.
More often than not, these innovations were developed by teams that
were not winning as much as they should, or simply were not winning at
all. The strong do not need to innovate; it is the weak who must adapt or
die. And it is to the managers of these weak teams that responsibility
falls for finding the ways to innovate, to gain an advantage. If they fail
to, it’s their jobs that will be in peril.
It’s these managers who have given us all of football’s great
innovations: the W-M – reportedly invented by Arsenal manager Herbert
Chapman after losing 7–0 at Newcastle – catenaccio, zonal marking, the
long-ball game. They are all attempts to upend convention and surprise
the opposition. Knowing more, knowing better, knowing something new
and knowing something different can help engineer wins or avert
defeats. Aside from talent, hard work and swift feet, intelligence and
innovation – on the pitch and off it – are key ingredients in success.
Playing the role of risk-tasking David is not foolproof, as Gladwell
points out. ‘The price that the outsider pays for being so heedless of
custom is, of course, the disapproval of the insider.’ The Goliaths are the
ones who made the rules that insurgents challenge: ‘And let’s remember
why Goliath made that rule: when the world has to play on Goliath’s
terms, Goliath wins.’10 If David tries to beat Goliath at his own game,
he will lose. He will not be criticized for failing in this manner; instead,
his eulogy will be filled with patronizing praise. Imagine though if
David’s stones had missed their mark; his funeral would have been
sparsely attended and his obituary intensely critical.
Playing unconventional football is an option available to anyone, not
just the weaker teams. But the disapproval of the conventional world is
hard to swallow. That is something perhaps best illustrated by dipping
briefly into the world of the other football, the one so popular in
America.
Kevin Kelley is the coach of the American football team at the Pulaski
Academy, a prep school in Little Rock, Arkansas – America’s hinterland.
He’s enormously successful, but most of the American football
establishment thinks he’s got a screw loose. Kelley has worked out that
some of the most conventional ways of playing American football lead to
inferior outcomes – and yet virtually everyone in the game persists in
them.
The most famous of these has to do with punting on fourth down. On
every possession in American football, a team has four attempts (downs)
to advance the ball down the field. If they gain ten yards, they retain
possession for another four downs. If they have not managed to make
ten yards after three tries, the team has to decide whether to try again or
punt the ball far into their opponent’s territory, ceding possession, but at
least moving the danger further from their own end zone.
Conventional wisdom has it that it is better to punt the ball and keep
the other side as far away from your goal line as possible rather than risk
turning over the ball on fourth down. If close enough, teams will
typically try to score a field goal, even though it is worth only three
points while a touchdown is worth six.
In 2006 David Romer from the University of California at Berkeley
wanted to know if it made sense to play the game that way. His research
showed that punting the ball or scoring a field goal are actually the
inferior choices – and yet this is what the majority of teams do on the
majority of occasions.
Romer wasn’t particularly interested in understanding football.
Instead, he was concerned with discovering whether the traditional
economic assumption that firms will maximize their options actually
holds. His 2006 paper ‘Do Firms Maximize? Evidence from Pro
Football’ showed that teams are consistently better off trying for a new
set of downs on their fourth down attempts, and yet hardly any of them
did so. Clearly, teams weren’t maximizing their chances of scoring.
When Kelley, the Arkansas high school coach, heard about the study
he felt vindicated and further emboldened. In his own football
laboratory of a high school team, he had been experimenting with not
punting for years and had been hugely successful playing what looked
like a strange kind of football.
As David Whitley, a writer for the Sporting News, explained: ‘At first
people thought he’d lost his mind. “Idiot!” they’d yell when he went for
it on fourth-and-eight from his own twenty-yard line. But the results
justified the football heresy. Pulaski, which has only 350 students, has
won two state championships. The current team is unbeaten and ranked
No. 1 in Arkansas’ Class 4A and No. 80 in the nation.’11
Defying convention has clearly worked for Kelley and his team. But
when professional coaches play the numbers as Romer and Kelley see
them, fans and pundits roundly criticize them. Perhaps the most famous
example is the decision taken by the New England Patriots under their
coach Bill Belichick to go for it on fourth down in the 2009 regular
season game between the Patriots and the Indianapolis Colts, the closest
thing the NFL had to a clásico during that decade.
Jeff Ma, a former blackjack player whose story was immortalized in
the book Bringing Down the House and the movie 21, backed that call:
Belichick’s Patriots were up by six points and faced a fourth down and two at their
own twenty-eight yard line with just over two minutes left in the game. Rather than
punt, which just about every other coach in the league would have done, he decided
to go for it. Going for it on fourth and two at the twenty-eight yard line is successful
60 per cent of the time and, if successful, would effectively end the game. On average
a punt from the twenty-eight would net thirty-eight yards. So a decision to punt would
have to be based on an opinion that the extra thirty-eight yards was more valuable
than the opportunity to end the game 60 per cent of the time.
The advanced stats back up Belichick but I actually think this is a case where a
seemingly counter-intuitive decision is actually very straightforward. Thirty-eight
yards in field position is not worth giving up a 60 per cent opportunity to keep Peyton
Manning [the Colts’ excellent quarterback] on the sidelines.12

Sadly the Patriots didn’t make that first down. They turned the ball
over to the Colts, who drove down the short field to score a game-
winning touchdown with thirteen seconds remaining. Belichick was
ridiculed for not doing the ‘right’ thing. In reality, he had done exactly
the right thing. It’s just that it went wrong this time. But if you do the
right thing often enough, the odds will be with you.

Know Yourself, Know Your Enemy


It is always hard to defend the unconventional in the face of defeat.
Failure is accepted if you fail in a recognizable way. Nobody would have
criticized Belichick if he had punted and the Colts had scored; just as a
manager who employs man-to-man marking but sees his team concede
at a set piece is not lampooned as mercilessly as one who uses the new
zonal system. Doing the conventional thing may help a coach’s job
security; but the numbers can help him do the right thing and expand
his ambitions beyond merely continuing employment.
The datafication of life has started to infiltrate football, and given
managers, players, fans and observers the chance to see that the way
things are ‘always’ done is not necessarily the way they should be done.
Progressive managers understand that this new kind of intelligence is
here to stay, so they will begin to make it part of their arsenal as they
devise a game plan. Data can help you know your own team, and they
can help you know your enemy.
We know there is no winning formula for football. Every team must
change its approach every week, every game. Instead, a manager must
know his players, his team, and he must know his opponents. He must
make use of every resource at his disposal to gain every possible
advantage. The numbers can help innovative managers hone their
methods and accelerate the numbers game.
The idea that understanding your own team and the opposition is key
is not new in football. Indeed, it explains an otherwise odd interest from
many coaches in ancient Chinese philosophy.
Luiz Felipe Scolari – ‘Big Phil’ – and many others are devotees of Sun
Tzu’s The Art of War, a sixth-century BC treatise on military tactics.
Before the 2002 World Cup Scolari gave a copy of the work to each of
his players. It is unknown how closely Ronaldinho studied it, but his
manager felt there was wisdom contained within, not least the quote
which opened this chapter: ‘So it is said that if you know your enemies
and know yourself, you can win a hundred battles without a single loss.’
Managers desperate to win as many battles as possible will naturally
turn to the insights held in the numbers; the trick is handling them
correctly.
Take shots, for example. Knowing how many shots on goal the
average team attempts is useful for giving us an overall indication of a
team’s offensive production. That pure number, though, does not tell us
anything about the conditions under which those shots were produced or
their quality, two things that can vary for many reasons, only some of
which have something to do with players’ skill levels. Finding those data
requires a greater level of understanding.
Analytics can produce useful information about which actions on the
pitch yield which results: do long balls create more chances than
crosses? Does dribbling in your own half hurt your team, or the
opposition? Is 4–4–2 a more effective formation than 4–3–3, and under
what conditions against which opponents? They inform the way we play
that game, how we understand ourselves, and how we approach our
opponents.
What they cannot do is tell a manager how to go about implementing
his strategy, or the tactics he needs to employ to get him there. It cannot
tell him whether it is always better for his team and his players to try to
keep the ball or whether it is always better to aim for a succession of
lightning-fast counter-attacks or, as Roberto Martínez does, instruct his
team to play for direct free kicks and shoot from long range. The
numbers contain a truth, not a set of instructions.
The data cannot do the manager’s job. Numbers cannot put us all in
the dugout; analytics is not an attempt to mechanize football. It simply
enables him to do his job of building and directing a successful team
with the clearest possible vision of what is happening on the pitch.
IN THE DUGOUT:
BUILDING TEAMS, MANAGING CLUBS
8.

O! Why a Football Team Is Like the Space


Shuttle

A team that commits errors in no more than 15 to 18 per cent of its actions is unbeatable.

Valeriy Lobanovskyi1
A battalion is made up of individuals, the least important of whom may chance to delay things or
somehow make them go wrong.
Carl von Clausewitz

No single game in world football, the spiel runs, is worth as much


money as the Championship play-off final at Wembley. Two teams from
English football’s second tier face each other in a winner-takes-all game
for the final available slot in the Premier League. The total prize for the
side that claims victory and promotion to the richest league in the world
is worth around £90 million in television revenue, merchandising
income and ticket sales. The new TV contracts signed by the Premier
League may increase this figure to as much as £120 million.
The play-off final is not the sort of occasion in which you want to find
your worst player is also your most significant.
Sadly that’s just what happened on 30 May 2011, when Reading and
Swansea met for the right to claim a spot in the Premier League. This
should have been a game in which one player’s brilliance stole the show,
making him a hero. Instead it was a game when Zurab Khizanishvili,
Reading’s Georgian central defender, turned into a villain. A football
team is only as strong as its weakest link. And Khizanishvili, that day,
was a very weak link indeed.

Everything that could go wrong, did go wrong. Chris Ryan, a writer


Everything that could go wrong, did go wrong. Chris Ryan, a writer
for Grantland, was there that day, sitting among the increasingly
exasperated Reading supporters. First, he wrote, they saw Khizanishvili
get booked for fouling Fabio Borini, the Swansea striker. Then, in the
twentieth minute, he bundled over Nathan Dyer, giving Scott Sinclair
the chance to score from the penalty spot. Two minutes later, he failed
to stop Dyer crossing for Sinclair to score his second.
That was not it. Before the first half had finished, the hapless Georgian
had accidentally deflected yet another Dyer cross into the path of
Stephen Dobbie, who duly gave Swansea what appeared to be an
insurmountable lead.
‘All around it was burst blood vessels, crying children and absolutely
searing profanity and rage,’ wrote Ryan of the Reading fans’ reaction. ‘It
was basically several thousand people from Reading re-enacting the
scene in Goodfellas when Ray Liotta finds out Lorraine Bracco just
flushed all of his cocaine down the toilet. “Zurab! Why did you do
that!?” Reading were 3–0 down after thirty-nine minutes.’2
Brian McDermott’s team did all they could in the second half to rectify
Khizanishvili’s forty-five minutes of horror. They scored twice in quick
succession and might have hauled Swansea back until the Welsh team
scored a fourth and settled the game in the seventy-ninth minute.
Valeriy Lobanovskyi, the legendary coach of Dynamo Kiev, would
have been appalled by what he saw. To Lobanovskyi, a team’s goal was
to make mistakes in no more than 18 per cent of all of its players’
actions. Reading, through Khizanishvili alone in a single half, had far
surpassed that limit. As Jacob Steinberg summed up the first half in the
Guardian, ‘Reading have barely done a thing wrong, apart from pick one
astonishing galoot at the heart of their defence’.3 We do not mean to
taunt the Georgian, or stir memories of what we suspect is the worst day
of his career, but there can be little doubt that his mistakes may have
cost Reading £90 million.
He is not the only man to have such a devastating effect on his team’s
hopes. Football is a team game, but it is one prone to being decided by
sheer, staggering individual ineptitude. Every team has had one, a
player whose very presence chills a fan’s blood, whether it is William
Prunier at Manchester United, Liverpool’s Djimi Traore, Abel Xavier for
Portugal, Jean-Alain Boumsong at Newcastle, Bayern Munich’s Holger
Badstuber, or even Marco Materazzi while at Inter: players who, with
one misplaced pass, one lapse in concentration, can undo all the good
work their managers and teammates have done over the course of a
game, a week or, in Khizanishvili’s case, an entire season.
Incompetence can also be communal. A team can be condemned by a
lack of cohesion in defence, an absence of harmony and balance in
midfield, or by apparent unfamiliarity in attack. All can doom a side’s
chances of winning a game or lifting a trophy. As Lobanovskyi
recognized, football is a weakest-link game where success is determined
by whichever team makes the fewest mistakes, whether they are
individual or collective. The fewer Khizanishvilis a team has, the better
its connections between its disparate parts, the better its chance of
winning a match and the higher it will finish in the league.
This may seem obvious, but think of the consequence: if football is a
weakest-link game, where success is determined not just by what you do
well but what you don’t do badly, then it is by definition not a strongest-
link game.4 It is not the best players on the pitch or the strongest area of
a team that decides who wins; teams who spend their summers lavishing
millions on recruiting the latest superstar may have it all wrong. Football
is vastly different from basketball, the most superstar-driven sport. It is
less a result of Lionel Messi’s majesty, of Paul Scholes’s passing, of
Cristiano Ronaldo’s strength and speed, of Xavi and Iniesta’s telepathic
anticipation, than of the leaden boots and dull minds of Khizanishvili
and his ilk, or their poor linkages with teammates.
If you want to build a team for success, you need to look less at your
strongest links and more at your weakest ones. It is there that a team’s
destiny is determined, whether it will go down in history or be forever
considered a failure. And that makes a football team really rather like a
NASA space shuttle.

The Economics of O-Rings


Over the last quarter-century, as they have turned away from smooth
supply and demand curves and idealized efficient markets and have
started scrutinizing the rest of us, economists have begun to tell us an
uncomfortable truth: it turns out that we, as a race, screw up all kinds of
decisions. They know, for example, that we are unprofitably wedded to
the status quo and are often controlled by the default options we face. In
the United States, organ donation is rare because you have to tick a box
on your driving licence if you wish to donate; in Europe, donation is
common because you have to tick a box if you wish not to. We change
our votes on important political referenda depending on whether lives
are being saved or deaths are being prevented, two things that sound the
same and are the same but are not treated as such. We are impulsive and
impatient, we drink too much and we fail to save enough money for
retirement.
The good news is that we do, at least, give economists a chance to
create theories that take our imperfections into account. Michael
Kremer, a very creative economist at Harvard University, invented one
of the most influential of these ‘flaw theories’.
Kremer’s original article from 1993 was called ‘The O-Ring Theory of
Economic Development’. The name originates from the rings of high-
tech rubber that were designed to seal the tiny gaps between the stages
of the booster rockets that would lift the Space Shuttle Challenger into
the sky in 1986. The rings, though, froze in the cold overnight
temperatures at NASA’s Kennedy Space Center at Cape Canaveral,
Florida, and failed, allowing hot gases to escape and strike the enormous
external fuel tank, eventually causing an explosion and the demolition of
the entire vehicle, as well as the deaths of all seven crew on board. The
failure of that one small part caused a sophisticated, complex,
multimillion-dollar machine to malfunction. The O-ring was the weakest
link in a system whose components and sub-processes were all
integrated.
How can this be applied to economies? And, more importantly, what
does it have to do with football? Kremer’s theory can best be explained
if we imagine an Economic League of Nations. Instead of points, table
rankings are determined by a country’s gross domestic product per
capita – how wealthy a country is. The world is divided into three
divisions: the US, the UK and most of western Europe, South Korea,
Australia are in the top flight; relegated Russia, promoted China, India
and Brazil among others are in the second tier; and finally Honduras,
Indonesia, much of Africa, central America and southern Asia are the
third division ‘clubs’ with many poor supporters and low turnover.
In our Economic League, the following facts are true about the
numbers in the three tables: wages and productivity are greater as you
move up the divisions; there is a positive correlation in wages paid to
different occupations (lawyers and bakers alike make more money in the
UK than they do in Pakistan); rich countries specialize in complicated
products; firms in wealthier countries are larger and invest in an
‘efficiency wage’ (spending time to ensure they recruit people who are
suitable for the job and paying more money to induce loyalty and reduce
turnover); and, lastly, firms will hire employees of similar skill and
quality: to quote Kremer, ‘McDonald’s does not hire famous chefs,
Charlie Parker and Dizzy Gillespie work together, and so do Donny and
Marie Osmond.’
Kremer’s insight was that many production processes – any time a
group of people assemble to work together – are divided into ‘a series of
tasks, mistakes in any of which can dramatically reduce the product’s
value’ or the overall success of the group’s efforts.
One mistake, one slip, by one individual and the whole is affected.5
In general, workers execute a task with a certain efficacy. The most
skilled worker may do a task at 100 per cent, while his less talented,
motivated or knowledgeable co-workers make errors with varying
frequency and scale, so that their individual quality on this task is 95
per cent, 82 per cent and so on. Sometimes in life, these errors add up
but they won’t cause a catastrophe. But in the kind of production
process Kremer is worried about, the errors multiply rather than add up;
the result, therefore, can be fatal. So, when the O-ring on the Challenger
failed to perform its task, it zeroed out the entire shuttle.

How does this affect football? Think of a team as a small company


How does this affect football? Think of a team as a small company
with eleven workers, ten of whom are performing an equally important
task at optimal, 100 per cent efficacy while the eleventh is only
performing at 45 per cent capacity. In some economic processes the
value of the final product is still 95 per cent (add all the qualities and
divide by eleven), so the effect is minimal. But for an O-ring process, the
value is 45 per cent (achieved by multiplying the qualities), and the
product will be consigned to the bargain bin, the company declared
bankrupt, the painting torn from the wall – or the team relegated.
We need to determine, then, whether football is an O-ring process.
Whether one inefficient member, or a faulty connection between two
players, or a rare mistake by a great player can significantly affect the
entire team’s performance. Does football have the hallmarks of those
economies Kremer was discussing? Well, yes, we think it does.
Let’s look at some numbers to see why. As in our imaginary Economic
League of Nations, wages and productivity are much greater as you
move through the leagues towards the top tier, as figures published by
Deloitte show. As is evident from Figure 39, the ramp-up in wages
between leagues is dramatic.
Deloitte’s figures include the wages paid to groundskeepers and
secretaries and other ancillary staff, but data unearthed by the website
Sporting Intelligence relating solely to players paints a similar picture:6
footballer wages in League One are twice wages in League Two; in the
Championship, they are three times what they are in League One, and in
the Premier League they are five times larger still.7 It’s pretty obvious
why kids want to grow up and play in the Premier League, why Rolls-
Royce salesmen don’t bother bringing their business cards to Barnet FC’s
home games and why there is a Ferrari and Maserati dealership round
the corner from Manchester City’s training ground.
There is yet more evidence that football subscribes to all the criteria
laid out by Kremer. While goals may not be the best measure of a team’s
productivity due to the heavy influence of chance, we can still use the
number of shots, and shots on target, as reasonable measures (Figures
40 and 41). We would expect to see the same declining measure as we
move down the ladder of English football in terms of these two factors as
we do with wages. Just as wages are greater as you move up the
divisions, so is productivity.
There is a positive wage correlation, too: just as lawyers and bakers
earn more in the UK than in Pakistan, so do star strikers and their
secretaries, coaches and publicists make more money at Manchester
United than they do at Bradford City. In every country the structures of
clubs in the top divisions are larger and more complex than those of
clubs in the lower divisions: a Premier League club typically employs
more than 350 people, compared to just over 150 in the Championship,
around 100 in League One and only around 50 in League Two.
Figure 39 Annual wages in English football, 2010/11
Source: Deloitte Annual Review of Football Finance, May 2012.
Figure 40 Average number of shots per team and match, 2010/11
Figure 41 Average number of shots on target per team and match, 2010/11

Every department has more people doing more specialized jobs as you
move up the division ladder. For example, Liverpool have a Head of
Sports Sciences, a Head of Fitness and Conditioning, a Head of Physical
Therapies, two Senior Physiotherapists, a Physiotherapist and a Rehab
Fitness Coach; League One’s Doncaster Rovers have three
Physiotherapists; Wycombe Wanderers in League Two have little more
than three ice packs and a jumbo pack of sticking plasters.8
Just like rich countries that specialize in complicated products such as
aircraft, software and luxury resorts, rich football clubs invest more
capital and technology into their organizations and play the game in a
way that poorer clubs cannot duplicate.
This takes two forms: richer clubs utilize far greater amounts of
human capital, while they also spend millions on information technology
and sophisticated databases, as well as on equipment and facilities for
training, fitness and rehabilitation. Everton have ten full-size training
pitches at their Finch Farm base, a well-equipped weights room, a state-
of-the-art physiotherapist’s suite, recovery pools and all the rest, while
Walsall, their training ground just fifteen acres compared to Everton’s
fifty-five, have two pitches, some changing rooms, a gym, a physio’s
room and a canteen. Finch Farm cost around £17 million; Walsall’s new
training base cost about £1 million.
That complexity of product appears on the field. As the German
journalist Raphael Honigstein noted in Englischer Fussball, his
perceptive look at his adopted homeland’s game, football is played in a
much more sophisticated fashion in the Premier League – or the
Bundesliga, or Serie A, or whatever – than it is in the lower divisions.
‘At the very top,’ Honigstein writes, ‘pure Route One (that is, classic
kick and rush) is generally proscribed and discredited as a tactic. One
level down – below the radar, if you will – English football has
preserved its own unique ideology: it’s still a very territorial game. At
this level, in other words, territory is often more important than the ball
… Each corner is celebrated as if it were a last-minute winning goal.
“Box ’em in!” the coach screams when the opposition have a throw-in
near their own goal.’9
We have already seen that rich clubs pay their players more just as
companies in richer countries do in Kremer’s Economic League of
Nations, but do they also spend more resources screening potential
employees? There’s no systematic information on the size of scouting
networks – which operate on a relatively informal basis, with scouts,
contacts and agents all recommending players – but there is abundant
anecdotal evidence that this is an activity elite clubs invest much more
time in than their counterparts in the lower leagues.
One hugely respected Premier League scout, someone as likely to be
found on a Wednesday night watching the Champions League at the Nou
Camp as he is to be at Harlington watching Queens Park Rangers’
reserves, informed us in detail of the gulf between the top and the
bottom in terms of the time and money they invest in evaluation and
recruitment of players. He confirmed that the number of scouts at the
top, middle and bottom clubs and leagues varies widely, and is typically
tied to financial and league status. His best estimate was that the top
Premier League clubs have fifteen to twenty of their own employees
working on various aspects of scouting, from watching matches to
providing background research and so-called ‘technical scouting’ –
evaluating players’ statistical information. With greater resource
constraints and more holes in their squads, mid-table Premier League
clubs will have about ten to fifteen scouts. Top Championship clubs have
five or six employees engaged in scouting activities, while further down
the table, perhaps three or four are. Once we move into League One and
League Two, a club’s devotion of precious resources to scouting
activities quickly dries up, with perhaps two or three employees in
League One, and fewer than that in League Two.
‘There isn’t much difference between Leagues One and Two’, he said,
‘quality of player-wise and otherwise. They don’t have full-time guys
working on scouting. Typically, someone has to double up and do
opposition scouting, video analysis, and scouting players, or some
combination thereof. But the jump to the Championship is noticeable,
and the jump is even bigger to the Premier League.’
This is true across all Europe’s major leagues, though there are some
clubs where that gap is even larger. Udinese have around fifty full-time
scouting and video analysis staff all round the world, as well as a vast
informal network of contacts. It’s this resource that has enabled the
anonymous club from Italy’s misty north-east to unearth some of the
world’s brightest young talent and transform itself into a contender for a
Champions League place.
Because clubs at the top in Italy, Germany, Spain, France and England
spend more time making sure they recruit the right players, it’s no
surprise to find that – according to figures from the CIES Football
Observatory in Switzerland – those teams tend to hold on to their
players for rather longer than smaller sides. The typical player will stay
with a top side 30 per cent longer than he will remain at a lower-
ranking club. That translates to an additional year or so: a significant
portion of a player’s career.
This is reflected in the length of contract on offer at clubs with
different ambitions: according to the Premier League scout we spoke
with, ‘clubs in the lower leagues tend to give one- to two-year contracts,
clubs in the Championship two- to three-year contracts, and in the
Premier League, it’s two to four years.’
This reflects the financial realities of life among the minnows. ‘The
lower league clubs have less control and more financial worry,’ said the
scout. ‘They don’t want to be tied to long contracts. Clubs in the Premier
League make huge investments, and they want to protect those
investments. One way to do that is to try and recoup that investment in
the transfer market if things don’t work out twelve to eighteen months
into the contract. The last thing you want is for that player to be a free
agent. In the lower leagues, it’s too risky for clubs to give players long
contracts. In the Premier League it’s risky not to.’
Clubs hire players of similar skill and quality. Real Madrid will not
bring in a journeyman midfield player from League Two – though they
did their best when they signed Thomas Gravesen – while Alcorcón, the
village team which knocked Real out of the Copa del Rey in 2009, will
not go out and sign a superstar. This even has a fancy name in football’s
blossoming library of theoretical literature: the Zidane Clustering
Theorem.10

In Defence of the Galácticos


Florentino Pérez’s galáctico era at Real Madrid, the one that brought
Zinedine Zidane, Luís Figo, Roberto Carlos, Raúl, David Beckham and
Ronaldo together at the Santiago Bernabéu, looked like the worst kind
of vanity project, one where an overwhelmingly wealthy nobleman
unites all the top stars of the day at his court simply to feed his own ego.
History has widely written off the galáctico experiment as a failure.
This seems a little unfair. It certainly ended badly, thanks to Pérez’s
inability to stand by his managers, his impatience, and his refusal to
realize that maybe artisans are as important as artists. But it brought
Real a Champions League trophy, their ninth, as well as a Spanish
league title in 2003. Pérez might not have realized his dream of
establishing a Harlem Globetrotters-style dominion over the game, but
his money was not entirely wasted.
It has always been assumed that Pérez’s first reign at Real – he has
since returned to the club to try and repeat the trick, this time buying
Kaka, Xabi Alonso and Cristiano Ronaldo, as well as hiring José
Mourinho as coach – was an exercise in reducing football to its basest
level. His plan, it seemed, was to take things like managerial judgment,
scouting and team-building out of the game and, instead, simply buy the
best players in the world. If he did that, Real would win everything.
This argument is the most extreme example of what happens when
you think of football as a strongest-link game. By clustering stars
together, Pérez was assuming that his team’s overall performance would
be multiplied by their excellence alone and not affected by the less-than-
heavenly bodies that might be needed to fill out the squad.
Remember our earlier example of the company with eleven workers?
Pérez’s thinking was that if as many as possible execute their tasks at or
near 100 per cent quality the total effectiveness would increase. This is
not without merit. By replacing Guti – a player operating at, say, 80 per
cent – with Zidane, who worked at 100 per cent, then Real’s results
would tangibly improve. This is the transfer market boiled down. Teams
try to replace their players with better ones, in the hope they will reap
the benefits. That is why weaker players are cast aside or replaced and
why superstars are bought.
Pérez knew that he could not afford to buy eleven superstars all over
the pitch – or more, as injuries and suspensions would always mean he
would need a squad. He could, at best, manage half a dozen of the very
best in the world. The rest would have to come from the youth team.
This was the policy of Cracks y Pavones, of superstars like Zidane and
homegrown hopefuls such as Francisco Pavón, with the emphasis very
much on the superstars. They would cover up for the weaknesses of the
youngsters, while at the same time helping them to improve.
Across football, there is abundant evidence that players of equal
quality do tend to flock together. This can be seen in the Fifa-sponsored
Castrol Edge rankings, which evaluate every player in the top leagues in
England, Spain, Italy, Germany and France on a monthly basis.11
Ian Graham, now the Director of Research at Liverpool FC but
formerly of Decision Technologies, the company that developed the
analytical evaluative system that underlies the Castrol rankings, touts
their best attribute: ‘a data-driven player rating system tells you the
average thing that a player did’.12 This means that the ranking reflects
consistent production rather than a single glorious header or amazing
back-heel. It also means that we can rank all players of a given club from
the best to the worst.
The Castrol numbers from the 2010/11 season allow us to do two
things: first, we can compare each club’s strongest player with its
eleventh-ranked player on a chart.13 And second, we can compare
players from different teams. If, in the real world of top-level football,
the O-ring theory does not apply and there is no clustering of good
players with good players and mediocre ones with other mediocre ones,
the points depicting players’ performances should either be randomly
scattered around the graph or be gathered on a largely horizontal line.
This would show us that strong players play alongside weak ones, as
well as those of modest ability.
What we actually see in Figure 42 is a pronounced clustering of
players with similar qualities. Great players play with other great
players. For example the points in the upper right-hand corner represent
Barcelona’s best player, Lionel Messi, and the club’s eleventh-ranked
player that season, the defender Maxwell. Maxwell, in turn, is much
more talented than the best player for the French side Arles-Avignon, the
midfielder Camel Meriem, and also, as shown in the point closest to the
bottom left corner, its eleventh-ranked player, midfielder Gaël Germany.
The correlation is so strong that it is roughly the same as the association
between height and weight in the general population. Zidanes play with
Zidanes.
Figure 42 Top-ranked and eleventh-ranked European club players (Castrol player ranking
points), 2010/11
Note: Goalkeepers are excluded from top position.

More direct confirmation of football clubs being like space shuttles


comes from some of the brightest minds in the game’s history.
Take Arrigo Sacchi. Though not a top-level player himself, Sacchi was
the mastermind behind the rise of AC Milan, making them the finest side
in the world in the late 1980s. In 2004 the Italian was appointed as
Technical Director of Real Madrid, brought in by Pérez in a bid to
ensure the galáctico project remained on track. Sacchi was unimpressed.
‘There was no project,’ he said. ‘It was about exploiting qualities. So,
for example, we knew that Zidane, Raúl and Figo didn’t track back, so
we had to put a guy in front of the back four who would defend. But
that’s reactionary football. It doesn’t multiply the players’ qualities
exponentially. Which actually is the point of tactics: to achieve this
multiplying effect on the players’ abilities.’14
The reason that talent does not always win out on the pitch is not just
to do with the role of chance (though this is vastly important). It is
because football offers so many ways to multiply your abilities, not
simply add them. Tactics, for a start. A team of very good players who
have had their skills maximized by the use of an intelligent tactic can
beat a team of superstars whose talents are exploited, but not integrated.
Sacchi understood this intuitively, and drilled it home to his own
galácticos while at Milan – the Dutchmen Ruud Gullit and Marco van
Basten – in a clever training drill.
‘I convinced Gullit and van Basten by telling them that five organized
players would beat ten disorganized ones,’ he said. ‘And I proved it to
them. I took five players: Giovanni Galli in goal, Tassotti, Maldini,
Costacurta and Baresi. The other team had ten players: Gullit, van
Basten, Rijkaard, Virdis, Evani, Ancelotti, Colombo, Donadoni,
Lantignotti and Mannari. They had fifteen minutes to score against my
five players, the only rule was that if we won possession or they lost the
ball, they had to start over from ten metres inside their own half. I did
this all the time and they never scored. Not once.’15

Sacchi is not the only manager to have seen football this way. Valeriy
Lobanovskyi, while propelling Dynamo Kiev to greatness over a period
Sacchi is not the only manager to have seen football this way. Valeriy
Lobanovskyi, while propelling Dynamo Kiev to greatness over a period
of more than thirty years, strived to multiply his own team’s abilities, to
make them more than the sum of their parts.
Lobanovskyi was a trained engineer, and a pioneer of the numbers
game. Early in his coaching career he brought Dr Anatoliy Zelentsov to
his side in order to collaborate on a scientific, systematic approach to
football. Lobanovskyi had studied cybernetics, a field whose central
concept is circularity, and which deals with problems of control and
regulation in dynamic systems. He and Zelentsov viewed a football
match as an interaction between two sub-systems of eleven elements
(players), whose outcome depended upon which sub-system had fewer
flaws and more effective integration. The key characteristic of a team is
that ‘the efficiency of the sub-system is greater than the sum of the
efficiencies of the elements that comprise it’.16 In another interview
Zelentsov said, ‘Every team has players which link “coalitions”, every
team has players which destroy them. The first are called to create on
the field, the latter – to destroy the team actions of [the] opponent.’17
Using different concepts, this describes an O-ring production process.
To these wise words we can add indicative statistics. Returning to the
2010/11 Castrol rankings, we can examine the connection between a
team’s weak and strong links and its goal difference and number of
points earned. To do that properly, we had to transform the Castrol
numbers into percentages.
Because the tasks of players differ by position, we gave each player a
quality score based on the tasks of his position and relative to the top-
ranked performer at his position. For example, in May 2011 Joe Hart of
Manchester City was the top-ranked goalkeeper and so he will be given
a score of 100 per cent, while all other clubs’ keepers will be less than
100 per cent (their Castrol scores will be divided by Joe Hart’s). The
same applies in defence and midfield, though not in attack.
Forwards are necessarily different because of the numbers of the only
true genius in the present football universe, Lionel Messi. Messi is to
other forwards as Mozart was to Salieri, as Rembrandt was to the
average court painter, and as Muhammad Ali was to Sonny Liston. Table
5 shows the percentage difference in the scores of the top-ranked and
second-ranked players at each position at the end of the 2011 season.
Table 5 Percentage difference in the scores of the top-ranked and second-ranked players at each
position at the end of the 2011 season

Position Player Ranked 1st Score Player Ranked 2nd Score Difference

Goalkeeper Joe Hart 792 Christian Abbiati 764 3.7%

Defender Mats Hummels 872 Gerard Piqué 864 0.9%

Midfielder Florent Malouda 834 Frank Lampard 820 1.7%

Forward Lionel Messi 1141 Karim Benzema 987 15.6%

Lobanovskyi and Zelentsov would immediately diagnose that Messi’s


score arises from his inclusion in the Barcelona sub-system. (As several
desultory performances testify, his effectiveness in the Argentine O-ring
production process is greatly diminished.)18 Here, Messi’s score is so
extraordinary that we have had to do what so many markers have failed
to do and remove him from the game. Because he makes everyone else
look so bad, we have had to use Real Madrid’s Karim Benzema as a basis
for all other forwards.19
Now we can take this relative quality index and redraw Figure 42,
which showed the close association across European clubs between their
strong and weak links. The result is shown in Figure 43. There are a
number of clubs in Figure 43 lying relatively far from the trend line:
these are clubs where there is a stronger or looser match between a
club’s weak and strong links. For both Barcelona and Real Madrid, the
weak link is of higher quality than the strongest player for 80 per cent
of the other clubs in Europe’s top five leagues. Some teams are well
below the trend line, because their pool of talent was relatively thin –
Newcastle, Blackpool, Borussia Mönchengladbach – and there are some
for whom the eleventh-ranked player was not that much weaker that the
top player: Manchester City, Lorient, Hannover 96.

Nonetheless, the overall O-ring pattern still holds: Zidanes gather


Nonetheless, the overall O-ring pattern still holds: Zidanes gather
together in one dressing room and Khizanishvilis in another, usually a
far damper and less well-appointed one.

Why Galácticos Matter Less than Galoots


For all Pérez’s flaws he had seen a truth: because football is an O-ring
process, good players do cluster together. But he had missed the ultimate
conclusion of this idea: that it is the weak links who are the crucial
determinant in a team or a company’s success, not the strong ones.
Figure 43 Top-ranked and eleventh-ranked European club players (relative quality by position
index), 2010/11

Note: Goalkeepers are excluded from top position.

To prove this, the critical test we need to conduct is to see how vital a
role the weakest link plays in a team’s success and ultimate position in
the league table. Figures 44 and 45 reveal that the relative strengths of
both the best and eleventh-best players are significantly and positively
related to a club’s goal differential for the season and the points secured
in each game.
Every club on the chart has two points: Barcelona and Madrid are in
the upper right, with Arles-Avignon in the bottom left. These are the
clubs’ strongest and weakest players. It’s obvious that both are relevant
to team performance. What isn’t immediately apparent is which is more
relevant: is football more a strongest-link game or a weakest-link one?
Figure 44 Effect of top-ranked and eleventh-ranked European club players on average goal
differential, 2010/11

Note: Goalkeepers are excluded from top position.

For this, we will need the most important piece of kit in the
economist’s toolbox: regression analysis. This will allow us to see if we
can predict a club’s success based on information about its weak and
strong links, and which is a more powerful performance-enhancer.20

Once we apply these analyses – while accounting statistically for the


Once we apply these analyses – while accounting statistically for the
differences across the leagues – we see that it is the weak link that
matters more. For every percentage point that your best player
improves, your goal difference per game increases by 0.27. That means
that if you increase the quality of your best player from 82 per cent to
92 per cent, by signing a new striker, say, then over the course of a
thirty-eight-game season, you will find your goal difference improving
by just over ten. The results are just as demonstrable for points per
game: the same upgrade on your star player would mean five more
points a season.
Figure 45 Effect of strongest and weakest players on average points won per game in top
European clubs 2010/2011

Note: Goalkeepers are excluded from top position.

For many teams, that is the difference between success and failure: a
Champions League place compared to the ignominy of the Europa
League, survival and relegation, winning the title or finishing an
agonizing second. Those five points (for each 10 per cent upgrade) are
why even very good teams are prepared to sink millions into another
superstar signing.
Pérez felt that Madrid’s superstars would compensate for any
remaining weaknesses. Analytically, this could happen: the significant
effects of the strong links might leave no room for the weak links to have
any statistical impact. After all, the strong link and weak link are
positively correlated – good strong links tend to play with better weak
links – and so, numerically, the strong links might be capturing all the
explanatory action in the regression analysis in the same way that they
capture all of the fans’ attention.
However, strong and weak links are far from completely overlapping,
leaving room for each to matter independently.21 In fact the weak links
are not marginalized at all: they have a strong independent effect on
club performance. Improving your weak link from 38 per cent to 48 per
cent is worth thirteen goals a season, or nine points in the league table.
That means that upgrading its weak link can help a club more than
improving its best player. Take the mid-table La Liga club Levante. With
a strong link of midfielder Juanlu (quality 74.4 per cent) and a weak
link of defender Juanfran (quality 56.8 per cent), Levante finished
fourteenth in the league table with forty-five points in the 2011 season.
If through training, hard work, or magic Juanfran were to have
boosted his quality by four points, then we would have expected the
Granotes to jump up the table: they could have finished the league in
eighth place with forty-nine points; in contrast, had they focused on
improving their strongest link, Juanlu, by the same amount, their points
total would have risen only by two and their table position by three
spots.
The last way we can compare the importance of weak and strong links
is to decrease or increase their quality by a commonly used statistical
step, one standard deviation – a measure of the spread of qualities of all
players around the mean. So, what happens to the average club if the
form of its weak or strong link decreases a step due to, say, injury, or
advances a step due to a transfer signing? Again, galoots are more
influential than stars. The differences add up: a one-step decline in the
form of your weakest link rather than your strongest link means 4.6
fewer points over the course of a season. More importantly, perhaps,
improving your weakest link over your strongest link by one standard
deviation translates into 13.7 more points in the final league table. Our
results also show that performance differences in weak links are 30 per
cent more important when it comes to goal difference, and almost twice
as important with regard to points per game.
Imagine if Reading had not been forced to field Zurab Khizanishvili on
that bright May afternoon at Wembley. Imagine if they had been able to
choose someone just 5 per cent better. The whole course of football
history might be different: maybe Brian McDermott would be Liverpool
manager, not Brendan Rodgers, and Jem Karacan, not Joe Allen, would
be at the heart of the Anfield midfield.
Or what if Pérez had paid as much attention to strengthening his
Pavones as he had to garnering his Cracks? Perhaps then the galáctico
experiment would not have, ultimately, disappointed. Perhaps he would
have more than one Champions League and one La Liga title to show for
all his hundreds of millions of euros in investment. He knew that football
was an O-ring process. He just tried to solve it in the wrong way.
It is easy, as Pérez did, to think of football as a game of superstars.
They provide the glamour, the genius, the moments of inspiration. They
sell the shirts and fill the seats. But they do not decide who wins games
and who wins championships. That honour falls to the incompetents at
the heart of the defence or the miscommunicating clowns in midfield.
Football is a weak-link game. Like the space shuttle, one small,
malfunctioning part can cause a multimillion-pound disaster.
This has profound implications for how we see football, how clubs
should be built and teams constructed, how sides should be run and
substitutions made. It changes the very way we think about the game.
9.

How Do You Solve a Problem Like


Megrelishvili?

The measure of success is not whether you have a tough problem to deal with, but whether it is
the same problem you had last year.
John Foster Dulles

Some days are just bad days. Haim Megrelishvili, an unremarkable


Israeli defender then playing for Vitesse Arnhem, probably did not know
when he woke up on the morning of 15 March 2008 that he was in for
a really bad day, the sort of day that would shock even Zurab
Khizanishvili, our friend whose horror show cost Reading £90 million.
He probably did not even know it when he strode out at FC Twente’s
home ground that afternoon to warm up for Vitesse’s Eredivisie game
against the Enschede side. By the third minute of the game, when he
allowed Romano Denneboom acres of space to receive a pass, failed to
recover and watched helplessly as the striker fired the hosts into the
lead, he must have realized he was not on top of his game. Still, it was
probably a shock when, three minutes later, just six minutes into the
game, he saw his number flashed up by the fourth official, standing on
the touchline. Next to him was Alexander Büttner, a young left back
who would go on to play for Manchester United, ready to come on.
Before he had even broken a sweat, before all of the crowd were in their
seats, Megrelishvili was being replaced.
Few players have ever been so publicly humiliated. It may not be the
quickest substitution on record; it may not even be the quickest tactical
substitution on record – examples from both Lincoln City and the
Norwegian side Bryne beat Megrelishvili’s moment of embarrassment for
speed – but still, it was the sort of incident that haunts a player’s
sleepless nights. And it was, no doubt, compounded when his manager,
Aad de Mos, did it again and withdrew him in the fifteenth minute of
Vitesse’s game against AZ Alkmaar two weeks later.
All de Mos was doing, though, was recognizing that football is a game
defined by its weakest links. He was changing his brittle O-ring and
hoping that Megrelishvili’s replacement would perform at a slightly
higher capacity than the hapless Israeli. He knew that leaving his
bumbling defender on the field would have an enormous negative
impact on his side’s chances of winning either game. He probably did
not want to humiliate one of his players. But then, he had no choice.
For all the money that is spent on superstars, there are limits to how
great an impact they can have on any given game. In this respect the
professional game is quite different from the amateur game. In a kick-
about in the park the side with the best player or two will win almost all
the time. Professional footballers share another similarity with those
elite and skittish Prussian horses from our earlier chapter in that they
have been culled from a large herd of eager youth players, promising
teenagers and exceptional age-group talents. In a very Darwinian sense,
the selection pressures are tremendous and the best players define the
very limit of maximal fitness and skill. As they are selected from millions
of candidates, they pile up right against this limit, which is determined
by technology and science, as well as the physical bounds on sprinting
speed, endurance and reaction times. This means that the spread of
talent on a professional pitch is so much narrower than that in the park,
and the ironic effect is to make outstanding players relatively less
outstanding.
Moreover, even those players who can shoot hardest, pass most
accurately (or, rather, create easy passes in tough situations), sprint
quickest and run furthest must then come to terms with the fact that
they will only have the ball at their feet for just 1 or 2 per cent of the
time they are on the field of play.1 This is another critical difference
from the park game, where one or two excellent players can dominate
possession. It distinguishes football from other sports such as basketball,
baseball and American football, where the point guard, the pitcher and
the quarterback have control of the ball for a significant portion of the
contest.
No wonder our figures bear out the idea that it is the strength of a
football team’s weakest link that determines how much success a side
will have, or that games are more often decided by errors, breakdowns
in communication, or by finely tuned tactical systems falling apart.
Football games are defined by mistakes; it is only natural that the worst
player on the team is most likely to misplace a pass, or forget to mark
his man, and lay a whole’s week’s preparation to waste.
It is the manager’s job to minimize the potential impact of his worst
player, both on the pitch on any given day and over the course of a
season. Recognizing that football is a game disproportionately influenced
by its weakest links is the first step: it should play a significant role in
setting the manager’s agenda.
To help every coach out just a little, we think there are five general
plans available for solving a problem like Megrelishvili. Understanding
these sheds light on the significance of red cards, the importance of
tactics, how and when to substitute and, possibly most importantly, the
value of the superstar signing.
An orientation towards the weakest link might frustrate supporters. It
means a manager knowing that, come the opening of the transfer
window, he needs to spend more time and money seeking the perfect
replacement for his own personal Megrelishvili than acquiring a crowd-
pleasing marquee signing. However maddening that might be,
remember that improving the weakest link is the most effective way to
win more matches and climb the table.

Option One: Pretend He Doesn’t Exist and Hide Him


Suppose we have a team with ten excellent players and one weak link
where the substitutes’ bench is packed with even feebler alternatives.
Presumably, each starting XI is the best (least bad) XI. What is a
manager to do?
In youth football there is one easy solution: you put your worst player
in the position where he can do least damage and instruct your other,
competent players, to ignore him. Footballers, being competitive
animals, will probably do this instinctively; Steven Gerrard, when
playing with Fernando Torres and Xabi Alonso at Liverpool, would
always check to see where either of those two players were before
passing to, say, Nabil El Zhar, the club’s less-than-electric Moroccan
winger.
Most managers faced with our dilemma would probably approve:
didn’t AC Milan, in Arrigo Sacchi’s five versus ten training drill,
effectively hide half a team of lesser players and never do worse than
secure a goalless draw? True, they had possession rules in their favour
and it was only in training, but they proved nonetheless that you don’t
need a full complement of players to get a result. Doesn’t this show that
sidelining a player is an option, one that enables a crafty manager to
upgrade his weakest link to one of his ten excellent players?2
There is a flipside. By hiding him, the manager has transformed a
player of some talent, however modest, into little more than a fan with a
particularly good view. In actual fact, he might have taken his weakest
link’s output of, say, 40 per cent and turned it into a big fat zero. This
might demolish the club’s overall production in a multiplicative process.
It must be better, surely, to have the galoot moving and participating in
his own inimitable fashion than to have no player at all?
Fortunately, football has one situation that provides us with a decent
test of whether a weak link should be sidelined or played – red cards.
When someone is sent off, one player is now completely hidden in the
dressing room, makes no contribution to the team’s production, and
eleven players magically become ten.
Red cards, like all important events in football matches, are rare. In
Spain a team picks up a sending off about once in every five games; in
Italy, that’s once in every six matches and in Germany and England it’s
only once every twelve or thirteen games.
It would seem that the chances of that red card being received by a
team’s worst player are one in eleven: but that almost certainly is an
underestimate, given that the worst player is also more likely to dive in
late for a tackle, use his arm to flick away a header or be forced to pull a
shirt to compensate for poor positioning.
Quick and easy calculations of the season-long performance of red-
carded players using data from Opta Sports show that, on average,
players who receive red cards shoot less accurately, make fewer passes,
a lower proportion of which are so-called ‘key’ passes, and commit more
than twice as many fouls as players that don’t receive red cards. We can,
then, use red card data to give us an idea of what would happen if a
team chose simply to sideline its worst player, to shove him off the pitch
and tell him not to move. If it is a viable proposition, we should see that
teams perform equally well, if not better, in matches in which one of
their players received a red card.3
They do not. Looking at games from the big four European leagues
over a number of years, we see that sendings off are damaging. Very
damaging.
In Spain, England and Italy, receiving one red card reduces a team’s
point expectation for a match from about 1.5 to somewhere around 1, a
reduction of a third. In the Bundesliga, over the five seasons from 2005
to 2010, a single red card cost a team almost half of its expected points,
slicing 1.42 points per game with no red cards to 0.75 with one card.
Red cards are very costly – playing ten-against-eleven football is a recipe
for defeat.4
There are different sorts of red cards, of course. Luis Suárez’s
dismissal in Uruguay’s 2010 World Cup quarter-final against Ghana for
handling Dominic Adiyiah’s header on the line was a proxy for poor
defensive play. It was also a blatant example of cheating. But, more
importantly to Uruguay, it also traded up the certainty of defeat had
Adiyiah scored to a 75 per cent chance of losing if Ghana converted the
subsequent penalty. It was, in that sense, a calculated gamble, and one
that paid off.

Then there are red cards that are sustained in the heat of the match –
Then there are red cards that are sustained in the heat of the match –
think Zinedine Zidane on Marco Materazzi in the 2006 World Cup final,
or Wayne Rooney on Ricardo Carvalho in the quarter-finals of that
tournament. These are, it would seem reasonable to suggest, more
common in games when your team is condemned to defeat, when things
are going badly and frustration has set in, or when a player is lashing
out in response to provocation from the other side. In statistical terms,
our simple test above might be biased towards showing a big negative
impact from red cards. This means we need to apply a more
sophisticated analysis if we are to confirm the negative effects of red
cards and the harm of simply hiding the weakest link.
By running a regression on data from all four leagues for the five most
recent seasons, while accounting for match-specific differences – home
advantage, shots, goals and fouls – we can show the connection between
the number of red cards and the likelihood of a team losing or winning a
match.5 Here, too, it is clear that red cards increase a team’s chances of
defeat.
Going from no red cards to one increases the probability of earning no
points from 24 per cent to 38 per cent. If your team gets a second red
card, losing becomes the most likely outcome, even more probable than
gaining a point. The chances of taking three points decreases from 36
per cent to 22 per cent when a team has a man sent off, and the odds
against winning to more than 7–1 when a team has two players
dismissed.
The most fitting comparison is with being at home: playing on familiar
territory, as opposed to at an away ground, increases a team’s chances of
winning from 27 per cent to 42 per cent, while decreasing the chances
of losing from 32 per cent to 19 per cent. A single red card costs a team
0.42 expected points, while changing where a match takes place from
home pitch to away costs a team 0.43 expected points. Having a man
sent off is roughly the same as giving your opponent home advantage.6
Removing your weakest link entirely, then, hiding him in the safety of
the dressing room, is simply not a risk worth taking. But would it work
to play him in a position where he can do the least damage?
Traditionally, there has only been one place where poor players are
stationed: right and left back, the Elbas of the pitch. Jonathan Wilson
describes Gianluca Vialli’s theory that ‘the right back is always the worst
player on the team’, because the good defenders are moved into the
centre, the good ball-players are moved into midfield and the left-footers
are so rare that they have to be nurtured.7 Simon Kuper, on the other
hand, believes that ‘nobody cares about left-backs’. His example is
Roberto Carlos, one of Real Madrid’s galácticos, who ‘passed largely
unnoticed until the age of twenty-four’.8
Perhaps, years ago, a manager would have been able to get away with
hiding his worst player at full back, but with the rise of video analysis,
extensive scouting and a more intensive pace of the game, it seems
unlikely that a team could conceal a weak link for long. Look at Arsenal,
who saw Gaël Clichy, their left back, endure a horrible period of form in
the second half of the 2009/10 season. When he faced Manchester
United in a home fixture at the end of January, a match the visitors won
3–1, he was tortured by the pace and power of Nani, the visitors’
Portuguese winger. This was no accident: Michael Cox of the tactics
website Zonal Marking noticed that United’s goalkeeper, Edwin van der
Sar, had placed the vast majority of his goal kicks towards the area
patrolled by Clichy (Figure 46).9
Arsenal couldn’t hide Clichy and had to counteract United’s targeted
bombardment. William Gallas, the central defender, edged left to cover
his full back. Cesc Fábregas and Samir Nasri dropped further back to
add support.10 This is what we would call the ‘finger-in-the-dam
solution’: you improvise and reinforce the weak spot with whatever
materials you have on hand. This is the second option open to a
manager: if you have a weak link, get your other players to help him
out.
Figure 46 Passes made by goalkeeper Edwin van der Sar for Manchester United against
Arsenal in January 2010

Option Two: Face Reality, Reinforce Him


In that example from the Premier League, Arsenal’s off-the-cuff attempts
to reinforce their weak link met with limited success – they were beaten
3–1 by United. Indeed, when weak links become apparent during a
game the team must concoct a covering strategy on the fly. Quite often
these don’t work.
Take ‘La Quinta del Buitre’, five players at the heart of one of the
most lionized line-ups in Real Madrid’s glittering history. In the 1989
European Cup semi-final, Leo Beenhakker, Madrid’s Dutch coach, took
his team to San Siro to face Arrigo Sacchi’s AC Milan. The first leg, in
the Spanish capital, had finished in a 1–1 draw two weeks previously,
thanks to an extraordinarily fortuitous goal from the Dutch striker Marco
van Basten. His header had hit the crossbar, deflected off the back of
goalkeeper Paco Buyo and then bounced slowly into the net.
This, though, was quite a Madrid team. They fancied their chances of
overcoming Milan even on home turf. They had at their disposal Emilio
Butragueño, El Buitre, the vulture, and his four cohorts: Míchel, Miguel
Pardeza, Manolo Sanchís and Martín Vázquez. They also had Paco
Llorente, a blisteringly fast right winger usually deployed as a substitute
but brought into the starting XI that night to stretch Milan’s defence.
The plan backfired spectacularly: Butragueño ended up being forced
wide to shore up the right flank, disabling his partnership with Hugo
Sánchez, while Bernd Schuster, Real’s midfield player, could not make
any impact at all on Frank Rijkaard and Carlo Ancelotti, who ran the
game for the hosts.11 Milan found space abundant and met weakened
resistance. La Quinta del Buitre were stripped to the bone, losing 5–0.12
When the weak link is reinforced not through improvisation but
through well-planned strategy, results tend to be rather more impressive.
One of the most famous formations in football history – catenaccio – was
based on this principle.
As David Goldblatt explains in his authoritative history, The Ball Is
Round, catenaccio as a system of play was first developed by the
Austrian-born coach Karl Rappan at Servette in the 1930s.13 His
innovation was to withdraw a player from his forward line and play him
behind his three centre backs. He had no direct opponent to mark;
instead, he would protect space.
The ploy worked spectacularly: Servette and then Grasshoppers
brought Rappan seven Swiss league titles during the 1930s.
As is true of many innovations – the motor car, proving that the Earth
circles the sun, television – there were independent development efforts
in other locations, particularly Italy, for finding ways to manage weak
links with different tactical formations. Gipo Viani, the manager of
Salernitana, went from Serie B to the heights of Italian football as
manager of Roma, AC Milan and the Italian national team after a flash
of inspiration by the Salerno docks which convinced him to deploy a
sweeper centre back:
Oblivious to the shrieking of the gulls and the haggling of the dockside mongers, he
strides on, asking himself again and again how he can get the best out of his side,
ponders how he can strengthen a defence that, for all his best efforts, remains
damagingly porous. As he paces the harbour, churning the problem over and over in
his head, a boat catches his eye. The fishermen haul in one net, swollen with fish, and
then behind it, another: the reserve net. This is his eureka moment. Some fish
inevitably slip the first net, but they are caught by the second; he realizes that what
his side needs is a reserve defender operating behind the main defence to catch those
forwards who slip through.14

It would be Nereo Rocco, at AC Milan, and Helenio Herrera, at their


city rivals Internazionale, who would develop this strategy most
comprehensively. Between them, they forged a system that would define
Italian football for two generations at the very least. Under their
guidance, catenaccio became identified with a brutal, cynical, defensive,
inelegant, cautious style of play. As Rocco famously told his players:
‘Kick everything that moves; if it is the ball, even better.’
That should not, however, be allowed to cloud what catenaccio, in its
original form, was meant to be: a way of solving football’s most
significant structural problem – protecting your team’s weak links.

Option Three: Substitute Him


Not all managers can be a Viani, a Rocco, a Rappan, or a Herrera. Not
all managers can traipse around fishing boats at night coming up with
elaborate tactical schemes. And not all managers trust their players to
cover for one another, or to make up for the shortcomings in their
selected systems. Most managers prefer to be in control. And that means
following Aad de Mos’s lead – though usually in slightly less brutal
fashion than he employed with Megrelishvili – and identifying and
removing your weak link.
Sounds pretty easy. Watch your team play, work out which player is
doing least well and send on a replacement in his stead. There is far
more to the art of substitution than that, though, as research over the
last decade has proved.
Academics at the University of Oviedo and the Technical University
Lisbon have found the vast majority of players who exit the pitch for a
substitute are midfielders, and 40 per cent of all substitutions are
midfielder for midfielder.15 Most forwards are replaced by other
forwards, but again almost 40 per cent of them are replaced by
midfielders. Defenders are replaced the least, and defenders and
forwards are very rarely swapped for each other.
According to Bret Myers, once a player of note for the United Soccer
Leagues’ Richmond Kickers and now a Professor of Management and
Operations at Villanova University, only a small fraction of substitutions
happen in the first half – and very few happen in the first six minutes.16
His sample of games from the Premier League, La Liga and Serie A
shows that most first substitutes come on at half-time and between the
fifty-sixth and sixty-fifth minutes of the match; most second subs are
used between the sixty-sixth and eightieth minutes, and the third
substitutes happen in the last ten minutes (plus injury time) of the game
(Figure 47).
Is this the best way of using substitutes? Is there a way not only of
replacing your weakest link, but replacing him to maximum effect?
Myers has an answer. Taking the same sample of matches shown in
Figure 47, he used data-mining techniques to test whether a particular
minute, from forty-five to ninety, was the critical moment for
distinguishing good substitutions from those that were likely to be too
late to affect the final outcome.
The statistical software could test whether managers whose teams
were drawing and who substituted a player at half-time were more likely
to have avoided defeat than those who first substituted at a certain
minute after the break – the forty-seventh, forty-eighth and so on. It
could also test whether it mattered if the club was behind, level, or
ahead when the manager made the substitution.
Figure 47 Timing of substitutions

Myers turned this into a pseudo-experiment by taking the substitution


rules that were most predictive of success in the sample and then testing
them against a much bigger selection of match results that included the
Bundesliga, the World Cup and Major League Soccer. What he
discovered was nothing less than a recipe for substituting success, a
handbook on the art of replacements.
According to his findings, if a manager’s team is losing, for maximum
effect he should make his first substitute before the fifty-eighth minute,
his second before the seventy-third, and his third before the seventy-
ninth. If he is not losing, it does not matter when he makes his
substitutions.17
If this strikes you as being slightly aggressive, remember that we are
looking for ways to manage our weakest link. Each player has an
expected level of performance and it is fair to say that those players who
have the better expected performance levels start the game. That will
reduce over the course of the game, and at some point a substitute’s
expected level of performance will start to exceed that of his tired and
ineffective teammate. This is when to make your substitution.
This is not a rule that many managers seem to follow, as Figure 48
reveals. The stair-stepping line down the centre of the horizontal bars
divides those matches in which the manager followed the rule from
those in which he didn’t; moreover, the bars from top to bottom are
ranked by frequency of following the rule. More managers adhered to
what we might call the <58<73<79 principle in the World Cup and
MLS than in any other league, with managers in the Premier League and
the Bundesliga revealing themselves to be the most conservative
substituters. Some 44 per cent of national teams in a World Cup
substituted aggressively when they were trailing, while less than a
quarter of losing Premier League teams did.
Figure 48 Effect of substitutions on score deficit

An additional piece of information is contained in the figure. The


shading within the bars distinguishes those matches in which teams
managed to diminish or erase the deficit after substituting (‘Yes’) from
those in which the score stayed the same or moved in even greater
disfavour (‘No’). As the relative proportions of dark to light shading
within the bars reveals, conservative substitution by managers in the
Bundesliga or Premier League may have cost their teams points.
Across the Premier League, when managers followed <58<73<79,
40 per cent of the time their clubs reduced the deficit and often drew
the game, whereas other, slower substitution patterns reduced the deficit
only 22 per cent of the time. According to this theory, reluctant
substituters such as Jürgen Klopp of Borussia Dortmund and Rafa Benítez
of Liverpool were damaging their team’s chances of salvaging a point or
more from a losing position. Benítez was often accused of managing by
numbers; that may have been the case, but in terms of his substitutions,
it appears he could have been using the wrong numbers.
Across every league, the <58<73<79 rule offered a greater hope of
mounting a comeback than any other substitution pattern. The greatest
difference came in Serie A, where it brought a 52 per cent chance of
taking something from the game, as opposed to 18 per cent if the rule
was not followed.
Those managers who never followed it paid the price. Take Tenerife’s
José Luis Oltra, who never once used the <58<73<79 rule to replace
his starters. They managed just two comebacks in games where they
were trailing, were duly relegated and their manager sacked.
The reason some managers fail to follow the rule is obvious: they
simply misjudge the crossing point where players’ objective performance
declines sufficiently to warrant replacement. But why are managers bad
at substituting at the right time? Psychologists wouldn’t be surprised.
Delay is a normal human decision-making bias: managers are committed
to their initial assessment of the gap in performance (they ‘trust’ the
starter). This commitment – it’s called anchoring – means that they have
a hard time assessing the more uncertain crossing point, so they wait
until the evidence of flagging performance is undeniable. By that time,
it’s often too late. The manager should therefore substitute before his
eyes and brain tell him to.
To compound matters, players do not usually want to be removed
unless they are injured. They are experts at making a manager believe
they have plenty more to give, which makes judging their performance
levels even more tricky.
One study, by Lille’s sports scientist Chris Carling and colleagues,
used a computer system to track things like the distance players covered,
the intensity and frequency of sprints and the time they need to recover
from high-intensity efforts.18 Carling and his team found no differences
in the first- and second-half performance levels of players who were
substituted.
This seems to suggest that there is no drop-off in physical
performance, that there is no reason to substitute. Not so: another study
co-authored by Carling that looked at players’ work-rates after a
teammate had been sent off shows that footballers are experts at pacing
themselves and operating at less than full capacity.19
As a result, fatigue may not show up in their average work-rate; it
may not be visible from the dugout. Instead it shows up when they try to
go from the 90 per cent capacity they are operating at to the 95 per cent
they need to stretch for a tackle or to leap for a header. Early in the
game, they can do this easily. Later, when they are pacing themselves,
reaching the required capacity is no longer possible.
The critical piece of evidence, then, might be not how the substituted
players were performing on the pitch, but how their replacements
performed. Carling and his co-authors found that, while forwards who
came on as substitutes also seemed to be pacing themselves, midfield
substitutes – remember, by far the most frequent replacements –
‘covered a greater overall distance and distance at high intensities and
had a lower recovery time between high-intensity efforts compared to
other midfield teammates who remained on the pitch’.20
In other words, players who come on perform at a higher level than
players who come off. If a manager waits for clear signs of fatigue, he
might be substituting too late: he might make better decisions by
following a set rule such as <58<73<79.
During his ill-fated reign at Portsmouth in the 2009/10 season,
Avram Grant could have followed that rule in twenty-one games. He
chose to do so only four times. On two of those occasions, his team made
a dent in their deficit. In the seventeen other games, where he did not
follow that rule, the deficit stayed the same or increased fourteen times.
If he’d followed the rule, Pompey’s results might have been sufficient to
avoid relegation.

Option Four: Try to Improve Him


A really good manager will take his weak link under his wing, give him
the benefit of all his wisdom and make him a better player. The way we
think about it, during the week, managers are essentially employed to
do two things: develop tactics to try and conceal the extent of their
weakest links, and coach weaknesses out of players. In broad terms,
there are two categories of weakness – effort and skill. The first requires
the manager to motivate, and the second to teach.

A: Get Him to Work Harder


In addition to inspiring speeches, kicks to the seat of the pants and
punishing drills, the smart manager, often unwittingly, will use the
Köhler effect to increase the effort of his weak links.
This phenomenon is named for Wolfgang Köhler, head of the
Psychological Institute of Berlin University in the 1920s. Köhler is an
inspirational figure: he had built quite a team, a galácticos of modern
psychology, but saw them disbanded when the Nazis rose to power in
1933. Many of those he worked with left Germany for America, while
his Jewish colleagues were stripped of their positions.
Köhler, though, did not suffer in silence. In April 1933 he wrote the
last German newspaper article to criticize the Nazis until Hitler’s death
twelve years later, and subsequently he greeted the mandatory
introduction of the Nazi salute at the start of lectures by telling his
students – some of whom, no doubt, were party loyalists – that he ‘did
not share the ideology which it usually signifies or used to signify’.21
Given his work, it should be no surprise that Köhler possessed the
willpower to stand tall out of loyalty to his scattered and suffering
former colleagues.
Through a very simple series of tests performed on members of the
Berlin rowing club, Köhler had demonstrated that teamwork could
produce significant gains in motivation. First, he tested how long each
standing rower could, while holding and curling a bar connected to a
weight of forty-one kilograms, keep the weight from touching the floor.
Then he doubled the weight, paired the rowers and tested how long
they could curl the heavier bar together. This is a weak-link task because
the weight was too great for any single person to hold up: the eighty-two
kilograms would hit the floor when the weaker partner’s biceps gave
out. Köhler found that weaker rowers would endure significantly longer
when they were paired than when they were solo. In doing so he had
isolated one of the key characteristics of psychology: the gain in
enthusiasm and effort and perseverance that comes from being on a
team.
It was not until the 1990s that psychologists began to investigate the
reasons behind Köhler’s findings. They found two causes for the effect: a
social comparison process, where individuals perform better when
working with a more capable partner, and an ‘indispensability’
condition in which individuals do not want to hold back the group, and
feel that their contribution is crucial to collective performance. Or, to
put it more bluntly, the Köhler effect occurs because weak links work
harder to keep up, whether in an attempt to match their more talented
colleagues or because they think their role is just as essential. These two
factors are equally important in helping improve a weak link.22
There is plenty of evidence that this applies to the world of sport. Take
Jason Lezak, the final swimmer in the American 4×100 freestyle relay
at the 2008 Olympics. Lezak was not the strongest swimmer in the team
– despite being in probably the most crucial spot – and found himself up
against Alain Bernard, anchor of the French team and the 100m
freestyle world record holder. Worse still, when Lezak’s leg started, he
was a full body length behind.
No matter. Lezak swam the fastest 100m relay split in world history,
in 46.06 seconds, securing the gold for the USA. His split was faster
than Bernard’s by 0.67 seconds, and he out-touched the Frenchman by
0.08 seconds, an eye blink.23 The reason Lezak, who had won just two
individual medals in major competitions, gave for his superhuman
performance? ‘I’m part of a team, and today was no different. I got with
the guys and said, “We’re not a 4-by-100 team. We’re all one.” ’24
Lezak’s not the only swimmer to display the Köhler effect. A recent
study of all the relay teams from the Beijing Olympics provides dramatic
confirmation of its existence.25 Those athletes who swam the second and
third legs beat their individual times by 0.4 per cent on average, and
those who swam the anchor legs, the most indispensable, beat their solo
times by 0.8 per cent, both significant margins in a sport decided in
blinks of an eye. Köhler’s weightlifting rowers did discover a very real
phenomenon that can affect all teams, in business and in sports,
including, of course, football.26
That’s not to say that harnessing the Köhler effect is easy. It would
mean a manager convincing a player earning millions, with a
sycophantic agent and surrounded by an admiring entourage, that he is
the worst player in the squad. That would be an interesting
conversation, though it is not an impossible one. An adroit manager
would, perhaps, be able to foist blame on a recent injury, a tough run of
opposition, or his own failings as a boss to ease the player’s
dissatisfaction. Then the manager has to make the unfortunate player
believe he can improve, and show him a path and a training programme
that seem promising. In addition the manager has to promote the
philosophy within the club that football is a weakest-link game, and that
therefore everyone’s contributions are essential.
This may be easier in some teams, such as military special forces
units, where differences among teammates in compensation and
recognition aren’t dramatic, than in modern football. While the game
says that everyone is essential, the salaries say that some are ‘more
essential’ than others.
Crucially, the manager has to be blessed with a team-minded strongest
link, the sort who is first to the training ground in the morning and last
to leave at night, promoting an ethos of maximum effort at the same
time as making it easier to think that his success is down to hard work,
not sheer talent. This is better in terms of motivating the weak link, who
can match the strong link’s effort, if not his virtuosity.
There are countless examples of strong links who do not fit this mould.
Allen Iverson, the basketball superstar, held a famous press conference
mocking the idea of practice and calling it ‘silly’.27 Paul McGrath, while
at Aston Villa, or Ledley King at Tottenham were not nearly so cocksure,
but the need to manage injury prevented them joining in training
sessions during the week. There are countless Brazilian strikers –
Adriano, Edmundo – who regularly chose not to train, relying instead on
their inherent ability. The effect on players without their talent would
have been profound: work all you like, you’ll never be in my class. Not
good for the team.
One superstar who does fit the mould is, no surprise, Lionel Messi.
He’s never viewed training as silly or unimportant. He wouldn’t be
caught dead repeating Iverson’s scornful words at a press conference:
‘We’re sittin’ here, and I’m supposed to be the franchise player, and
we’re talkin’ about practice.’ Messi’s teammate Gerard Piqué observes,
‘He could say, “OK, I’m the best, but in training I don’t care, I can be
lazy,” but he’s working at the same level in training as well. It’s
unbelievable.’28 Surely, Piqué, very far from being a weak link,
nonetheless goes a little harder in practice than he otherwise would.
B: Teach Him New Skills
Football is not a sport where effort matters more than skill; instead,
technique, physical abilities and mental aptitude are at least as
important. Many times the manager teaches his players, especially the
weak links, directly. This could take the form of collective training: Xavi
Hernández has detailed how Barcelona’s practice sessions revolve
around short passing exercises, so that even the worst technical player
grows used to passing and moving, passing and moving. Some managers
will even give certain players one-on-one tuition to improve a certain
aspect of their game: Rafael Benítez, while at Liverpool, spent days
teaching Ryan Babel how to vary his wing play more effectively.
As with motivation and increasing the weak link’s effort, the manager
need not do everything himself. Instead, he can structure the squad and
create a club culture that fosters skill development. For clues on how to
make this happen, we must venture for a time far from the pitch again,
not to swimmers in a pool, but to seamstresses in a garment factory
producing women’s clothes.29
For years, workers at the Koret plant in northern California had sewn
to an individual piece rate: they were paid five cents per belt loop, and
the more belt loops they sewed, the more they would be paid. This was
the way it had always been done, but it led to some inefficiency: the
factory floor was full of carts of works-in-progress, as partially finished
garments were moved from station to station, awaiting the next piece of
fabric.
In 1995 the Koret plant switched some of its plant to ‘module’
production – establishing teams responsible for sewing entire garments.
They would receive a single sum for each finished item that would be
shared among all their team members. Koret’s management thought
productivity would fall (far fewer skirts would be made), but that this
would be offset by reduced waste and higher quality, as more flaws
were noticed more quickly.30
All the staff had previously worked under the individual system, and
only some of them switched over to module sewing. This was the perfect
laboratory – with before and after numbers, and a control group of
sewers still under the piece rate – to test the effect of team membership
on performance.
The results, found by the economists Barton Hamilton, Jack Nickerson
and Hideo Owan of Washington University in St Louis, were just as
impressive as they were unexpected. There was, on average, an 18 per
cent increase in production, most of which was due to the team effect.
Three teams exceeded the productivity of their best worker. The teams
with high-ability workers were more productive, but so were teams with
a great spread in ability.31
This last part is critical. Lower-skilled workers improved because of
the Köhler effect, and because the better tailors shared their knowledge.
In another factory, 90 per cent of module workers said that the
‘informal training’ they received as part of a team improved their
work.32
Footballers are no different. Inspired partially by the Koret study, the
Swiss economists Egon Franck and Stephan Nüesch examined the
performance of Bundesliga clubs from 2001/02 to 2006/07.33 They
did not look exclusively at shots and goals, but instead used Opta Sports
match data to create a performance index for each position, allowing
them to calculate the average talent level for each match and club on the
pitch, along with the spread in talent across the eleven players.
Their analysis confirmed both the O-ring theory and the presence of
learning. In the short term, when Hannover 96 face Hamburg the match
is decided by luck (of course), then by who’s at home, then by which
team has the higher average talent level and then by which club has the
narrower spread of talent. It is better to have a team of all 70 per cent
players than it is to have a team where two players are 100 per cent, the
majority are 70s and then there is one bumbling 50 per cent and one
dreadful 30 per cent. Strong links don’t win matches. Weak links lose
them.
Over the course of the season, though, the converse is true: where you
finish in the table is determined by average talent level (Bayern Munich
will end up higher than Kaiserslautern) and then by a broader spread of
talent in the squad as a whole, rather than just the starting XI. For the
season, in our example above, Hannover 96 would be better off with a
squad including two superstars and two weak links, as long as the better
players transform and lift the less able ones. As Franck and Nüesch state:
‘A professional soccer player invests up to eight hours a day in soccer-
related preparatory activities. Here talent heterogeneity should increase
team performance, as it enables the less able players to learn from their
more talented teammates. Furthermore, talent disparity also affects the
social norm of productivity and the resulting peer pressure during
training activities.’34 In other words, as with the slow seamstresses in
the Koret factory, the weak links on a football team can be inspired to
work harder and taught to play smarter by the strong links.
The manager, then, should try to establish a club culture in which the
weak links are willing to ask for help and will listen to advice. When he
buys a superstar, the manager should realize that he is not just buying
the goals and step-overs and back-heels, he’s also buying a set of habits
and attitudes, a willingness to help and a commitment to his teammates.
These qualities may be as important as what the star does on the pitch,
because of the effects on the weak-link players.

Option Five: Sell Him


Some weak links cannot be hidden or improved. Some players simply
will not get better, no matter how much you try to help them. They will
not learn from their peers, or be able to keep up with their teammates.
Reinforcing them may weaken other areas of your side, and there are
only so many times a player can be substituted. That leaves just one
solution.
Every player leaves a club sooner or later, whether it’s for money, for
ambition, for age, for dwindling ability, or simply for a change of
scenery. The decision usually rests in the hands of one man: the
manager. This brings with it its own risks. The manager might say he has
done all he can with his worst player. Assuming the player is saleable,
the manager might say he needs the funds to spend on a new signing.
But whether he is correct or not rather depends on his own ability. For a
club to know selling a player is the right decision, it must be sure that it
has the right manager.
Eight months after his ignominious early replacement, Haim
Megrelishvili was placed on the transfer list by Vitesse. There was one
small victory for our hapless Israeli, though. He was not sold by Aad de
Mos. Vitesse’s weak link had at least outlasted his manager, whose
contract had been terminated a mere six weeks after the sixth-minute
substitution. The club had decided that de Mos was even more of a
problem as a manager than the weak link was as a defender.
10.

Stuffed Teddy Bears

I am the very model of a modern major general,


I’ve information vegetable, animal and mineral,
I know the kings of England, and I quote the fights historical
From Marathon to Waterloo, in order categorical,
I’m very well acquainted, too, with matters mathematical,
I understand equations, both the simple and quadratical.
Gilbert and Sullivan

José Mourinho might lay claim to being the greatest manager in the
world. The Portuguese is just one of three men in history to win the
European Cup with two different clubs, and the only man to do so in the
competition’s Champions League era. He is one of only four coaches to
win league titles in four different countries, and he is the only man on
both lists. Whether it was at FC Porto in his homeland, at Chelsea, at
Internazionale or at Real Madrid, like him or loathe him, Mourinho has
a golden touch.
But then so does Sir Alex Ferguson. He’s picked up twelve Premier
League titles in his time at Manchester United, as well as two
Champions League trophies, five FA Cups, four League Cups, the
European Cup Winners’ Cup and the Fifa World Club Cup. He has
remained in place at England’s largest club for more than a quarter of a
century. Surely that durability must count for something, putting him
ahead of the bright, but brief, flame that is Mourinho?
In that case, maybe Jimmy Davies should be considered for the title.
That’s right, not Carlos Bianchi, who forged one of the finest teams of
the modern age at Boca Juniors, or Pep Guardiola, inspiration behind
Barcelona’s domination in recent years, or Marcello Lippi, World Cup
winner with Italy and Champions League winner with Juventus, or
Vicente del Bosque, who managed the same trick with Spain and Real
Madrid, or Fabio Capello, or Marcelo Bielsa or Arsène Wenger or any of
the other usual contenders. When it comes to longevity, none of them
are a patch on Jimmy Davies, the manager of Waterloo Dock AFC, a
non-league team on Merseyside.
Davies has all the hallmarks of a great manager. He’s a straight-talker,
unafraid to tell his players when they’ve underperformed. He’s a micro-
manager in the truest sense: he makes sure the corner flags are correctly
planted, his squad’s shirts hung neatly on their pegs, and he fills in the
team-sheet himself. The method obviously works: he’s won twenty-eight
cups in his time at Waterloo Dock, as well as twenty-one league titles,
including five straight between 2007 and 2011. He is, by his own
admission, a nurturer of talent. ‘Some of the finest footballers on
Merseyside have passed through our ranks. Our list of honours bears
witness to this ability. The future players of today and tomorrow have a
tremendous task ahead of them if they are to emulate the feats of their
predecessors. For our part we never fail to remind them of our history
and the expectations we place upon them.’1
He is also the longest-serving manager in the illustrious history of the
Football Association. He has been in charge at Waterloo Dock for fifty
years; he has a quarter of a century on even Ferguson, the standard-
bearer for gnarled and wizened old masters.
Before we dismiss the minor-league manager’s case out of hand in
favour of Ferguson, consider the similarities: the burden of a glorious
history, the demand for results, man management across a wide
generation gap. Of course Davies has not had to deal with major-league
pressure: the relentless media attention, the superstar egos and the
constant challenge to his primacy that Ferguson has endured at Old
Trafford. But then Ferguson has not had to put up with the travails of
minor management: a crippling lack of budget, empty stands, an ego-
shattering dearth of attention and the loss of his best players to overtime
shifts in their full-time jobs.
Given these vastly different environments, it can seem impossible to
compare managers. What might Davies have done had he been given the
chance at Manchester United? Would Ferguson have coped with the
rigours of coaching a team, never mind hand-washing the kits, while
buried deep in England’s non-league pyramid?
This issue raises its head with enormous frequency across the world.
The manager’s position is totemic, and with good reason. In his hands
rest most of those decisions that can influence that part of a team’s
fortunes not determined by luck. He must decide how to handle the
weak links, he must strike a balance between the light of attack and the
dark of defence, he must find a way to cope with football’s
multitudinous and glorious inefficiencies. He must secure as many of
those beautiful, rare goals as possible. He is cast as the modern major
general, the centre of power in football’s galaxy.
And yet there is no universal measure to assess how good he is at his
job. Is it tenure? Is it cups or titles? Is it the undying support of fans?
One strong answer is that there is no universal measure: who the best
manager is does not matter, because the manager himself is irrelevant.
This modern opinion on leadership declares that the manager has all the
significance of Gilbert and Sullivan’s Major General Stanley and all the
impact of a stuffed teddy bear. That is to say: none. Before arguing over
the qualities that make for an excellent manager, we have to establish
whether leaders – Mourinho, Ferguson, or Davies – matter at all in the
first place.2

The Anti-Cult of the Manager


It was in Chelsea that the theory of the Special One was first born, long
before Mourinho turned up at Stamford Bridge. In 1840, a few years
after he had left his native Scotland for west London, Thomas Carlyle
wrote that ‘the modellers, patterns, and in a wide sense creators of
whatsoever the general mass of men contrived to do or to attain’ were
the Great Men of history. ‘All things we see standing accomplished in
the world are properly the outer material result, the practical realization
and embodiment, of Thoughts that the Great Men sent into the world.’3
To Carlyle, heroes make the world and drive history: from King
Arthur, who pulled a sword from a stone to found a kingdom, to Martin
Luther, who brought the Reformation into reality. The rest of the general
mass of men, he told us, would always retain ‘admiration, loyalty,
adoration’ to these colossi who stride over the age of man.4
His theory has since been discredited, but he identified a thread in
Western culture and history. For all the enlightened nations that profess
a loyalty to liberty, democracy, economy and all the rest, there has long
been a readiness to look for a chosen one; as Carlyle pointed out, even
the French, those great anti-venerators, those relentless beheaders of
Great Men, worshipped Voltaire, even ‘plucking a hair or two from his
fur to keep as a sacred relic’ upon his visit to Paris.5 Humans, he knew,
do quite like a hero, a sage, someone who knows best. We are, to some
extent, always searching for our own Special One.
This is particularly true of football managers, subjects of some of the
most intense hero worship in the modern world. As Barney Ronay
observes in his book The Manager: The Absurd Ascent of the Most
Important Man in Football, the manager’s ‘shadow looms, fully evolved,
now erect and miraculously walking on his hind legs: priest, messiah,
hard-nut, patriarch and visible emblem of over a hundred years of
confused and piecemeal progress’.6 It’s a swift give-and-go that connects
Carlyle’s heroes to those in the dugout – Napoleon to Roux; Luther to
Rehhagel; Burns to Ferguson; Cromwell to Chapman; Shakespeare to
Shankly; Dante to Trapattoni; and Jesus to – need we even say it? –
Clough.
Irrespective of nationality, it was in England that the Great Men of
football were first forged. A simple glimpse at the vocabulary of the
world game offers proof enough of this: across football’s heartlands in
South America, Italy and Spain, managers are still referred to as
‘Mister’; England sent out missionaries to Eastern Europe (Jimmy Hogan)
and Scandinavia (George Raynor). Ronay describes the manager as
England’s ‘gift to the wider world beyond its boundaries’.
The idolization was no less intense in the motherland. Arthur
Hopcraft, in his newspaper columns and his 1968 book The Football
Man, captured the rise of the manager perfectly. ‘To watch Sir Matt
Busby move about Manchester is to observe a public veneration,’
Hopcraft wrote. ‘He is not merely popular; not merely respected for his
flair as a manager. The affection becomes rapidly more deferential as
they get nearer the man.’7
This is true across the world. The heroic manager wins cups, delivers
promotions, attracts glory and fame. Only poor fortune or slapdash
players can derail him from arriving at his destiny.
There are always doubters, though, those who see false prophets.
Carlyle identified this tendency, lamenting how the mean and mediocre
reduce the Great to mere circumstance: ‘Show our critics a great man, a
Luther for example, they begin to what they call “account” for him …
and bring him out to be a little kind of man! He was the “creature of the
Time”, they say; the Time called him forth, the Time did everything, he
nothing – but what we the little critic could have done too!’8
Managers are no exception. Anti-cultists insist that they are worthless,
that their impact is minimal, that their decisions are superfluous to the
overall result, that it is the players who drive history, and that the
managers are simply there to ensure they stay fit and know their
teammates’ names. There are those – maybe not that numerous, but they
are there – who swear the emperor has no clothes.
This anti-manager zealotry springs from two sources. The first is a
pure Jacobin, anti-authoritarian compulsion. It compels us to want to
pull down Great Men, to call for their heads and declare them
incompetent. It happens in all walks of life – politics, public service,
business – to declare the leaders inept and hapless. In football, it tends
to be particularly public and unimaginably vicious, as Graham Taylor,
labelled ‘Turnip Head’ by the Sun newspaper for his failure to help
England perform well in Euro 1992 or even reach the 1994 World Cup
and, eventually, hounded from his job, can attest.
The second is more recent still, and rests upon a change in broader
culture wrought by the media, computers, the internet and our own sad,
vacant lives – the rise of the celebrity and the video game. As Ronay
writes: ‘In the early 1990s, football entered a new era. A media-led, lad-
culture-infused revival was in train. Football was cautiously on its way
to becoming a mainstream pursuit, a lifestyle choice in an era of
aggressively marketed leisure. The manager was part of the wider scene
now. There was no need for him to seek fame. It came looking for him.’9
The manager was no longer the hero of Busby’s times, but celebrity.
Heroes exist in the firmament and create awe; celebs are just like us.
They are written about, gossiped about and commented on ad nauseam.
This has been exacerbated by the rise of the football management
simulation. Games like the Football Manager series have reduced what
was once seen as a special skill possessed only by a few to little more
than an algorithm for success. Now anyone can simulate how they would
do if they were manager of their favourite club. They can see, on a
screen in front of them, quite how their genius would take York City to
the Champions League final. They know they could have done what
their manager does, if only they had been given a chance.
The algorithm at the heart of these simulations has grown more
complex with each version of the game. More statistics and numbers
have been incorporated into the code so that you have more finely
grained decisions to make about more aspects of the club. The game
seems to get more and more real. Football Manager makes it seem that
all decisions – the salaries and bonuses, the team meetings, the
formations, the training sessions – are essential and impactful, but that
making these decisions is as easy as clicking a mouse. Any ‘little critic
could have done too’.10
Suddenly the manager is not nearly as venerated as he once was. He is
a figurehead still, but one to be mocked and lampooned by those who
think they know better. The age of the Great Men appears to be over.
Everybody knows what it takes to make a manager, and where the
current incumbent is going wrong. Or, at least, they think they know.

Football Accountants (Reprise)


Perhaps the most compelling evidence of the unimportance of the
manager comes from work by sports economists on the strong
correlation between wages and wins in football. What matters more than
who’s on a club’s team-sheet, their thinking goes, is what sort of figures
are on your spreadsheet.
Simon Kuper and Stefan Szymanski are probably the most prominent.
In Why England Lose they came bearing evidence as to the futility of the
manager. They show that, for the decade beginning in 1998 in the
Premier League and Championship, a club’s total spend on wages
explained 89 per cent of the variation in its average place in the final
league table.11 For the decade, Chelsea, Manchester United, Liverpool
and Arsenal were the top four (in order) in total wages paid, and their
average table finishes were third, first, fourth and second, respectively.
Crewe Alexandra, Brighton and Rotherham paid the smallest salaries,
and their average finishes were tenth worst, worst and third worst of all
clubs who played in the two divisions during that period.
As a standalone figure, this is pretty damning: 89 per cent of where a
club finishes is determined by its accountant. All the effort the manager
puts into training, devising tactics, screaming in players’ faces,
employing puerile mind games in the media: all this is over that puny
11 per cent that money can’t buy (and, if we factor in the role of
fortune, this can probably be reduced to 5.5 per cent). The key figure in
football is not the manager, striding around the technical area like he
owns the place, but the paymaster, the man who actually does.
The idea of manager as superman flounders on the kryptonite of Kuper
and Szymanski’s 89 per cent.
One or two of history’s finest do escape their censure, though: both
Bill Shankly and Brian Clough emerge as marginal superheroes, the
Robins to the money men’s Batman. The rest, though, are brought out to
be a very little kind of men. ‘Most other managers simply do not matter
very much, and do not last very long in the job,’ the authors wrote in
the first edition of Why England Lose. ‘They appear to add so little value
that it is tempting to think that they could be replaced by their
secretaries, or their chairmen, or by stuffed teddy bears, without the
club’s league position changing. Even Manchester United’s manager,
Alex Ferguson, who has won more prizes than anyone else in the history
of football, has probably performed only about as well as the manager of
the world’s richest club should.’12
By the second print run of their book, their stance had softened. With
good reason: once this 89 per cent figure is placed in context it is not
nearly such an indictment. The figure is derived by averaging a club’s
wage bill relative to its competitors’ over the course of a decade and
then seeing how closely it tracks a club’s league position, also averaged
over the decade. So we took a decade’s worth of Premier League wage
and league-rank data from Deloitte’s annual financial reports – only we
fast-forwarded to the most recent decade to cover the 2001/02–
2010/11 period. A picture of consistency emerged (Figure 49).
Wages and league position go hand-in-hand, and the connection is
tight: the higher the club’s wages relative to the league average over the
course of the decade, the higher up the table the club finished.
Figure 49 Wages and league position, Premier League, 2001/02–2010/11 (whole period)
Data source: Deloitte Annual Review of Football Finance, various years.

For the past decade in the Premier League, wages explain 81 per cent
of the variation in average final position. That’s a little lower than Kuper
and Szymanski’s figure, but that could be explained by using different
years, or because they chose to include the Championship. The message
is clear: if you pay better you do better.
Before the anti-cultists scent victory and wheel out the guillotine,
though, there are several problems. First, according to our calculations,
the scraps for managers to influence seem to be nearer 19 per cent. Still
not much, maybe, but at least better than the relatively paltry 11 per
cent offered by Kuper and Szymanski.
The second problem we see is that clubs that pay their players more
also tend to pay their managers more – the wages data include
managerial salaries, not just those of players – so it’s plausible that
better managers also end up with better clubs.13 Bolton can’t hire José
Mourinho or Guus Hiddink; Chelsea won’t appoint Sammy Lee. The
correlation between club wage spending and managerial talent may not
be perfect, but it is unlikely to be zero.
The third issue is that player wage data are not pure measures of
players’ ability; they are also measures of managers’ coaching and
scouting skills. Like a team, a player is the product of his parts: not just
his inherent talent, but all the work that has gone into honing it from a
succession of coaches, what he has learned from his teammates, all of it.
A player’s ability – a key factor in determining how much money he
earns – includes the input of his current coach, and all the coaches he’s
ever been with. Add in the fact that it may well have been his current
manager who plucked him off the transfer market, and suddenly the role
of the mister is not quite so irrelevant.
So credit for the very strong correlation between wage spending and
league finish must be shared with the managers, who are an intrinsic
part of finding and developing the best players.14 Moreover when the
decade-long numbers are sliced into individual seasons, the power of the
paymaster starts to weaken.15 According to Sue Bridgewater from
Warwick University, the average tenure of football managers in England
has dropped from over three years to less than a year and a half over the
past two decades.16 When clubs have half a dozen managers over a
period of ten years, it is probably more useful to see what the connection
is between wages and league position for this year and the next rather
than over an entire decade. Managers are concerned with the here and
now.
And when we look at the year-on-year figures (Figure 50), a very
different picture emerges.
There is still a strong positive correlation between paying top wages
and finishing high in the Premier League, but the rule is not that simple.
There are plenty of clubs below the regression line – these are clubs that
do worse than their wage bill – and above – the clubs that outperform
their salary tab in any given season. Over the course of a single
campaign, the amount of variation in league position explained by
relative wages drops from 81 per cent to 59 per cent. There is a lot
more room for immediate managerial influence; the Great Men are no
longer condemned to fighting over the scraps; accountants, push the
guillotine back out of the square.
Football is a game of balance, of light and dark. Whether it is in
choosing between attack and defence, winning or not losing or
prioritizing whether to keep the ball or not to give it back, it is a sport
defined by choices. Much of it – as much as half – is decided by fortune,
cruel or kind, but there is a substantial part of it that is not, that is
influenced by human endeavour. Some of that is players’ skill. Some of it
is managerial ability. It is these men who make the choices that
determine a club’s fate, or at least determine that part of a club’s fate
which cannot be attributed to luck.
Figure 50 Wages and league position, Premier League, 2001/02–2010/11 (year on year)

Football is decided by fine margins. It is here that the manager comes


into his own. To find out how much difference he really makes, though,
we must look at his counterparts in other sectors of the economy.

Football Managers Are Like FT Global 500 CEOs


Football is not a normal business. Plenty of economists would argue that
it’s not a business at all, on the grounds that clubs do not operate like
profit-making or value-maximizing companies.17 Clubs usually have a
Chief Executive Officer, but also a manager – who does what a CEO does
in every other business. As Keith Harris, the former chairman of the
Football League and now a leading investment banker at Seymour
Pierce, told us: ‘In normal business, when there is a problem with the
company, CEOs get fired; in football, it’s the manager.’
The Chief Executives of clubs make a fraction of what the managers
earn, and they have a more limited impact on revenue. As Harris added:
‘In football, the whole focus is on the field.’ The manager is the de facto
organizational leader: the man who makes the decisions that affect the
product, the guy who hires and fires, and who is the public face of the
club. He is the CEO in all but name.
As they damn this particular CEO with less-than-faint praise, Kuper
and Szymanski note, ‘The general obsession with managers is a version
of the Great Man Theory of History. Academic historians, incidentally,
binned this theory decades ago.’ Recently, though, business-school
professors and economists have pulled what might be nowadays termed
the ‘Great Person Theory’ out of the bin, wondering who was so
wasteful as to toss away a perfectly good hypothesis. Ignoring the
ideology and the politics, they have examined creatively and thoroughly
what the numbers say about whether leadership matters. They have
proved that CEOs are of considerable importance.
A landmark study in the early 1970s dissected the performance of
200 large American companies and found that 30 per cent of a
company’s profitability was due to the industry it participated in, 23 per
cent to its own history and structure, 14.5 per cent to the CEO, and the
remainder to a variety of smaller factors. (The most technically
advanced study of the influence of the manager on the fitness of a
football club arrived at a figure of 15 per cent, almost identical to the
business CEO figure.18)
The critics are partially correct: a business’s systems, structures and
institutions are the main drivers of performance. If Steve Jobs had
decided to go into typewriters and redesign that obsolete machine,
Apple may not be so world renowned. If Sir Alex Ferguson had gone into
water polo, he might never have floated out of obscurity. Leadership is
not as important as the industry you’re in or the organization you’re part
of.
But then Manchester United as a historical football institution is never
going to change. These qualities are constants, and they provide both a
maximum and a minimum limit for your company’s success. Retailers
will always be retailers. So long as they’re trading, Boots and Tesco and
Sainsbury’s will always have their histories. There is only a certain
amount of their financial performance that can change. Alan Thomas of
the University of Manchester found that when you take out the fixed,
unchanging elements of a company’s performance, the impact of
leadership on what remains rises to a range of between 60 and 75 per
cent.19 Of the things that actually can affect a club in the short and
medium term, leadership might be the most significant.
Whether the business is retailing or football, in any industry where the
margins between success and failure are small, even a percentage point
or two of difference can be of considerable import, whether it’s a 0.05
per cent upturn on a turnover of £1 billion, or five more points in the
table.
That is the attitude taken by the management of the Tampa Bay Rays
baseball franchise in US Major League Baseball, as described by Jonah
Keri in his book The Extra 2%. The Rays are fast becoming the poster
child of sports analytics. The majority owner, President and Head of
Operations had all been trained on Wall Street, and they run the club
with the aim of looking for ‘positive arbitrage’ possibilities.
Instead of searching for the figurative home run, Rays management
have been looking for a continuous stream of small advantages and
margins. Keri quotes the owner Stuart Steinberg: ‘We’ve worked hard to
get that extra 2%, that 52–48 edge.’20 That edge has brought them to
the play-offs in three of the last five years despite a total wage bill that
was the fourth lowest in Major League Baseball, way down on the sums
paid out by the New York Yankees or the Boston Red Sox. In football
terms, it’s Sunderland reaching the Champions League knock-out stages
three times in half a decade.
The Rays also have, in Joe Maddon, arguably the best manager in
baseball; the team’s Wall Street-trained executives knew the importance
of hiring a skilled leader. General Manager Andrew Friedman says,
‘When we sat down with Joe and went through the interview process, it
was apparent that his thought process was similar to ours in a lot of
respects, in terms of being very inquisitive and trying to view things
differently than maybe is conventional.’21
That bankers turned baseball men are willing to invest in leadership
reflects the new interest of economists in the subject. To many in the
field, the Great Person Theory remains moribund. A firm is nothing but a
production function turning capital and labour into output, with labour’s
flow regulated by wages and incentives.22 This was where Kuper and
Szymanski started: if you want a striker to score more goals or a
defender to make more tackles, pay them more or buy a better one.23
The paymaster is at the wheel; the manager is a teddy bear. Such a view
– thanks to research like the Koret workers study – is now seen as
limited. Other factors – teamwork, leadership – are now afforded
increasing importance.
To test this, a few economists have drifted into the rather gloomy field
of death. Good CEOs and bad CEOs die with equal frequency:
everybody’s time will come, regardless of how much profit they’ve
turned that quarter. Nothing could be more amenable to a sound
economic study. Using what they termed ‘a horrid empirical strategy’ of
cataloguing the deaths of CEOs and of their immediate family members,
a trio of economists studied the finances of 75,000 Danish companies,
and compared the financial results of companies touched by death to
those whose leaders avoided the Reaper’s scythe.24
This has happened in football, notably to Jock Stein, the legendary
Celtic manager who lifted the European Cup with the 1967 Lisbon
Lions. Jock, who was not Catholic, had shown himself to be acquainted
with matters mathematical when he denied that his hiring had broken
any barrier because fully ‘25 per cent of our managers have been
Protestant’, there being with his hiring four managers total in the club’s
history. Jock suffered a heart attack on the sidelines of a World Cup
qualifying game in 1985 and later died. Scotland did still qualify for the
1986 World Cup but the only hint of success was a goalless draw with a
Uruguayan team reduced to ten men. This was a far poorer performance
than Scotland had managed under Stein in 1982. But was his absence
the cause of it? We think it may have played a role, though we can’t
draw any definitive conclusion from the case of one leader and one club.
The ghoulish Danish economists, though, had a database of more than
1,000 CEOs who had died in office and 1,035 Danish companies that
felt the loss and continued operations. If death takes a CEO and if
leadership matters, profitability should decline both because there may
be a vacuum until a new leader is in place and because that new CEO
has, by definition, less experience running the firm than the dearly
departed.
In addition, even though the king himself may endure, a death in his
family may impact his performance. Will profits suffer if a bereaved CEO
is less attentive? The anti-cultists would say no. And, in this case and
that of the CEO’s own death, they would be wrong.
Our trio of gloomy economists did indeed discover that CEOs matter
statistically and economically: the demise of a CEO dropped profitability
for the next two years by 28 per cent, and a death in his or her family
contracted profits by 16 per cent. Leaders must matter because their
absence or their inattentiveness causes performance to plummet.
Interestingly, the death of a director on the board caused no
contraction or impairment in business performance, indicating that it
wasn’t the oversight and broad strategic functions of the CEO that were
missed but rather his or her operational activities. It’s the hands-on
actions of leaders that are most critical.
The implications of these data are clear. Money and wages are great.
More money is better, in football as in real business. But leaders matter.
They really do. Managers are far more than just stuffed teddy bears;
rather, they are modern major generals only partially constrained by
history and structures.
Having a good man in charge of your club will lead to improved
results, a better league finish. Getting the appointment wrong, however,
will mean that the portion of football that is not determined by fortune
passes your club by. Results will dip, players will grow disillusioned,
weak links will multiply, and the fans will drift away.
Critics would say that managers are responsible for only 15 per cent
of their club’s fortunes. That should suggest the anti-cultists, rather than
the managerial loyalists, are correct. But football is a sport of the finest
margins and 15 per cent is more than enough to be the difference
between victory and defeat, between glory and failure. How, then, can a
club be sure it has got the right man with information animal and
acquaintance mathematical to lead it into fights historical? If managers
matter, what makes a good one?
11.

The Young Prince

This is not a one-man show.


Maybe you can call me the Group One.
André Villas-Boas

If ever there was a season that encapsulated the varying impact a bad
manager and a good manager can have on a football club, it must be the
roller-coaster experienced by Chelsea, vintage 2011 to 2012.
Ever since Roman Abramovich took charge there, Stamford Bridge has
provided the backdrop for English football’s most captivating costume
drama. It has been home to some of the game’s most enthralling
characters, with a heady mix of heroism, villainy and scheming, with a
few power plays thrown in for good measure. The cast has been so rich
and the twists so jaw-dropping that Shakespeare would have been proud.
In the Russian oligarch overseeing it all, there’s even the perfect deus ex
machina to resolve the knottiest of tangles.
The months between June 2011 and May 2012 were pretty
impressive even by Chelsea’s standards. The season started with
Abramovich appointing as manager André Villas-Boas, the thirty-three-
year-old coach of FC Porto. He had worked at Chelsea before, under his
now estranged mentor José Mourinho, before embarking on his own
managerial career. He had, like Mourinho, found himself at Porto,
where, like Mourinho, he had achieved considerable success in very
short order. He was hailed by no less an authority than Gabriele
Marcotti, the respected European sports journalist, as ‘Portugal’s boy
genius’.1 He seemed a natural fit for Chelsea: one of the most promising
coaches in the world, with an added soupçon of the homecoming of the
prodigal son.
Villas-Boas promised exciting, attacking football, overhauling
Chelsea’s reputation for dour, mechanized, heartless efficiency. He
would provide the scintillating style that Abramovich longed for. And he
would do it all with far more humility than Mourinho, the self-
proclaimed Special One, could ever have managed.
Except it didn’t work out like that. After eight and a half months, with
Chelsea exiled from the top four of the Premier League and after a 3–1
first leg defeat in the last sixteen of the Champions League against
Napoli, Abramovich felt he had no option but to dismiss the boy prince.
He had enjoyed just 256 days in charge. Richard Bevan, Chief Executive
of the League Managers Association, said the next man to take over
would find himself walking into ‘hell’.2
Not quite. Roberto Di Matteo, Villas-Boas’s assistant and a former
player at the club, took charge for the final three months of the season.
He led the very same players whom Villas-Boas had so alienated to
victory in the FA Cup against Liverpool, guided them past Napoli,
Benfica and the mighty Barcelona to reach the Champions League final,
and there, in Munich, against Bayern, he won the trophy that
Abramovich had craved for a decade.
Bad managers fail, good managers succeed. The only changing factor
in Chelsea’s season was the identity of the man in the dugout.
Everything else was constant. History will record that Chelsea made a
mistake in appointing Villas-Boas and only drew back on course when
they sacked him.
Knowing what we now know, though, about fortune’s role in football,
about the fleeting nature of possession and the importance of weak links,
maybe that assessment is too harsh or insufficiently analytical. There is
only a certain amount of influence – perhaps just 15 per cent – a
manager can have. Thankfully, just as the numbers can help a manager
choose the right path, they can also help a club choose the right
manager. Not only that, they can guide them as to how to make sure
their choices are successful.
Andrew Friedman, general manager of the Tampa Bay Rays, a club
we’ve seen are at the forefront of analytics, says his club always ‘post-
mortem’ decisions at a later date. ‘We keep copious notes on the
variables we knew, everything we knew going in,’ he says. ‘Then we go
back and look at it to review the process. It’s something we’re
continuing to refine and will be in perpetuity. I hope to never get to the
point where we’re content, or we feel great about everything and go into
autopilot mode.’3
Perhaps it is time to apply the same logic to the appointment of
football managers. And what better case study, what better post-
mortem, than the boy wonder who flew too close to the sun?

Crowning the Young Prince


The two greatest sources of concern that arose when Abramovich chose
to pay Porto around £13 million to hire Villas-Boas were his lack of a
high-profile playing career and his lack of managerial experience.
Premier League clubs like their managers to have been players.
Between 1994 and 2007, data show that more than half the managers
in the top flight had played the game to a high enough level to represent
their national team. In League Two over the same period, it was one in
seven.
This obsession with former players is often seen as a weakness. As
Arrigo Sacchi famously noted when questioned about his qualifications,
‘I never realized that in order to become a jockey you have to have been
a horse first’; the best students may not make the best teachers. Many of
the foremost managers of the current era – Mourinho, Wenger, Benítez –
were either mediocre players or didn’t play at all. Successful players are
more likely to hark back to the methods that made their careers
glorious, rather than adapting and innovating, as managers at all clubs
must, since there is no permanently winning formula.
Clubs appointing managers because of the players that they were are
seen as short-sighted, certainly by fans of an analytical bent, and even
by some within the game. ‘That’s the culture of English football, and it
has always been that way,’ Andy Cale, Head of Player Development and
Research at the Football Association, says. ‘Clubs have always gone for
famous ex-players who were seen as winners. In the last ten years some
chairmen have become a bit more clever, but it’s obvious that it will
take time. In the meantime, however, this attitude in choosing managers
has had disastrous effects. Just look at the number of sackings each
year.’4
The numbers, though, tell a different story. Using twenty years of
Premier League and Football League data, economists Sue Bridgewater,
Larry Kahn and Amanda Goodall confirmed in 2009 that a manager
who had played for his national side was generally more effective than
someone who had never won a cap.5 Managers who had been skilled
players themselves were particularly effective when they were in charge
of teams of lower-paid and lesser-talented players.
Many in football believe that top players struggle as managers because
they cannot teach what came instinctively to them. They cannot, the
theory goes, communicate their knowledge. Not so, according to the
data. ‘Look, if you were a good player you can teach things others
cannot,’ Fabio Capello asserts. ‘There are elements of technique, of
timing, of coordination which I don’t think you can understand if you
never played the game at a certain level.’6
In the case of Villas-Boas this may not have been an issue. At Chelsea,
he had some of the finest players in the world at his disposal, even if it
did not always look like it. There was not much that these players could
be taught, even by a Johan Cruyff or a Franz Beckenbauer. Old dogs, like
Ashley Cole, already know all the tricks.
Villas-Boas’s lack of managerial experience may have been more
significant. The numbers show that, on average, a Premier League
manager has managed for nine years. Villas-Boas had done just two: one
at Académica de Coimbra, one at Porto.
Bridgewater and her co-authors found, unquestionably, that ‘more
experienced managers bring more highly skilled players closer to their
potential’.7 In the case of Chelsea, the effect of a relative newcomer like
Villas-Boas on the performance of superstars would have been
considerably different from that of a manager with greater experience.
The numbers show that Chelsea could well have sacrificed two or three
places in the league table by replacing the secure Carlo Ancelotti with
the young, exciting Villas-Boas rather than the wise Guus Hiddink, the
other contender. Frank Lampard, John Terry and the rest would have
responded better to a wrinkled old hand than a manicured young one.
All this information was available to Chelsea when they were
assessing their managerial appointment and the trade-off between Villas-
Boas and Hiddink or someone like him. Only insiders at the club will
know whether that decision-making process in summer 2011 adhered to
the Tampa Bay Rays’ rule of considering all known variables before
coming to a conclusion, but the evidence suggests it did not.
Abramovich and his executives knew the talent Manchester City and
Manchester United possessed in their squads and the calibre of their
managers. They should have forecast that even with Ancelotti, Hiddink,
or another very experienced manager at the helm, Chelsea were likely to
finish no better than third or fourth in the Premier League during the
2011/12 season. Under a manager like Villas-Boas, that expectation
should have slipped two places, to fifth or sixth: where Chelsea were
when they sacked the Young Prince, and where they finished in the
league. This cost could have been anticipated based on the 2009
research, and yet it looks like it took Chelsea by surprise. To the Tampa
Bay Rays or to any well-run analytical organization, this particular
surprise indicates a suboptimal decision. Abramovich could have known
that appointing Villas-Boas would lead to a drop in the table, and
therefore, he should have known.

Assessing His Rule


There can be no greater justification of Abramovich’s risky decision to
appoint Villas-Boas than the remarks of a General Electric executive
speaking of his company’s approach to manager development. ‘Bet,’ the
executive proclaims, ‘on the natural athletes, the ones with the strongest
intrinsic skills. Don’t be afraid to promote stars without specifically
relevant experience, seemingly over their heads.’8
This mindset of looking for ‘natural athletes’ dominates the global
competition that the consulting firm McKinsey termed the ‘war for
talent’.9 Organizations as diverse as Google, General Electric, Barclays,
Bain and Oxford University all compete for human capital, usually
following Florentino Pérez’s prescription at Real Madrid: collect as much
expensive individual talent as you can afford.
Football is no different. The GE executive’s words mirror the beliefs
that fuel much of football’s outdated recruitment strategy and that
Thomas Carlyle, the Great Man advocate from last chapter, would
verify: talent is innate, given as a gift from the supreme being; it can be
identified from afar and at an early age; and thirdly, talent is wholly
possessed by the person, so that it can be bought and sold and moved
around without friction.
Sadly, all of this is bunk.
Talent, whether it is musical or athletic, is not innate. It is nurtured.
That is true for both Mozart and Tiger Woods; as Geoff Colvin argues in
Talent Is Overrated, neither of these were prodigies born into the world
tinkling the ivories or driving down the fairway; they were both
developed by (pushy?) parents over the course of hours and hours of
practice. Likewise, Pelé, Maradona and Messi were not born with a ball
at their feet.10
This has been established by an ingenious study. To see if it is nature
or nurture that produces exceptional performers, a group of British
psychologists tracked a group of 250 young musicians of varying
abilities.11 Talent, they found, does not blaze like a beacon. There were,
they recorded, ‘little or no differences between high-achieving young
musicians and others in the level and age of incidence of very early signs
of musical behaviour or interests that have often been supposed to be
signs of exceptional “talent” ’.
Secondly, the psychologists found that there is a strong correlation
between practice and achievement: ‘High achievers practise the most,
moderate achievers practise a moderate amount, and low achievers
practise hardly at all.’ Talent is a function of work. This has led to the
10,000-hour rule of thumb, made famous by Malcolm Gladwell in his
book Outliers as the amount of time needed to master any skill.
What does this mean for footballers or managers? You are not born
with a gift; you must work at it. What, eventually, may separate one
hard-working youngster from another is that he or she is labelled as ‘one
to watch’. And we’ve reviewed enough psychology here to know that
this label may not be a rational judgment or scientific assessment.
This is all true of Villas-Boas. He was not born a brilliant manager; he
worked at it, first through hours of playing football-management
simulation games and later by assessing FC Porto games for a school
project. He was dedicated, but he was also lucky: an insightful look at
the young Villas-Boas’s life by Duncan White of the Sunday Telegraph
revealed that he happened to live in the same apartment block as Sir
Bobby Robson, then manager of Porto. Villas-Boas made sure he bumped
into the Englishman and asked him why he was not playing Domingos,
the centre forward. Robson asked him to compile a report on the issue.
Robson liked what he saw, so he tasked Villas-Boas with more research,
taking him to training occasionally.12
Villas-Boas received a classic apprenticeship. Our blacksmithing
forefathers may have had a better, and more modern, understanding of
talent than we do: it’s less about the selection – any willing hard worker
will do – and more about the training – there are right ways and wrong
ways of doing things and there is specific knowledge you have to have.
The apprenticed is a quite distinct person from the anointed.
When Chelsea appointed Villas-Boas he was seen as a blazing beacon
of ability. When he was sacked he was an ash-heap of incompetence. The
truth lay somewhere in the middle. Chelsea’s evaluation of Villas-Boas’s
skills should not have ended once he signed a contract. Because talent
can’t be judged very accurately from afar, once it comes close you want
to see what you have.
Chelsea, it is fair to say, were probably not assessing Villas-Boas’s
talent levels during that season. It’s difficult to gauge, after all. Clubs
cannot put a season on hold while they conduct an experiment.
That is not to say there are no data. Take the first sacking of that
2011/12 season, the dismissal of Steve Bruce (described by Barney
Ronay as resembling a ‘family butcher with a secret’) by Sunderland.
Ellis Short, the club’s owner, replaced him with Martin O’Neill, a man
who ticks all the boxes for a Premier League coach: vastly experienced as
a manager and as a player.
We would have advised Short to welcome his new man not by giving
him a vast transfer kitty for the January sales or by shipping out
underperforming players, but by doing nothing. That’s the only way to
get clean data.
This is not as wilfully negligent as it sounds. The correlation between
transfer spending and on-pitch performance is reasonably strong. In
January 2012 Sunderland’s squad was valued at £95 million, placing
them tenth in the Premier League money table. In reality, they were
seventeenth, many points below where they should have been, thanks to
chance and the family butcher. Spending an extra £20 million to bolster
the squad would have put them … tenth in the Premier League money
table. They would have overtaken nobody. It would have been money
down the drain, and it would have given Short a way of knowing
whether his new manager had made a difference.
Short was obviously listening. Sunderland bought nobody and sold
two fringe players. The conditions existed to assess O’Neill’s effect.
Sunderland finished the season in thirteenth place, much nearer where a
squad of that value should have been. His owner now had reason to
believe the Northern Irishman had done a better job than Steve Bruce.
But where Sunderland had an answer, Chelsea did not. They have no
idea whether Villas-Boas was any good or not, because the conditions
did not exist to assess his performance. Ideally, when they hired him,
they should have just given him Carlo Ancelotti’s squad of the previous
season to work with. If the end result was first place, then Villas-Boas
clearly had more talent than his predecessor.
This is unlikely, and it is also slightly unfair: the players would be
older, and fortune may not affect the two managers equally. So Chelsea
should have done all they could to keep the squad as stable as possible
in order to clearly assess the Young Prince. Players should only have
been signed if their extra value over the player they replaced was such
that it outweighed muddying the data about the manager. That, it is safe
to say, did not happen. Chelsea spent and sold to the tune of £107.4
million in the summer of 2011; their fourth most lavish summer spree
under Abramovich. Eighteen players came and went, so change was
loaded upon change.
Maybe Villas-Boas wanted some of these deals done (knowing
Chelsea’s reputation, it’s certain that Abramovich wanted most of
them), despite his public profession that he was ‘more than happy with
the actual squad’. He wanted a younger squad, this much is well known,
and the club wanted to see a different type of player brought in. That’s
all well and good. But because doing so rendered the data on Villas-Boas
useless, it means assessing his ability, his performance, is almost
impossible. He could be either the charlatan of March 2012 or the
superstar of June 2011. Chelsea will never know.

Power Behind the Throne


Six months before Villas-Boas arrived at Stamford Bridge, Abramovich’s
billions brought an even more glamorous prodigy to west London.
Fernando Torres arrived from Liverpool for a British record fee of £50
million and was hailed as the blond bombshell who would transform
workmanlike, automated Chelsea into a team of beauty and élan. It did
not quite work. In his first eighteen months at the club, the previously
prolific striker scored just twelve goals; in his first full season, 2011 to
2012, he did not score a Premier League goal between the end of
September and the very final day of March.
As Torres’s form nosedived so did his body language. He seemed
disinterested on the pitch, pouting at his own failings. The problem was
attributed to his failure to adapt to his new teammates, to Chelsea’s
style, to playing in the shadow of Didier Drogba, and even, according to
Terry Venables, Torres’s own lack of work ethic. ‘I have known of
players taking time to settle but not to this extent,’ the former England
manager wrote. ‘He needs to start working harder in training but stop
trying so hard in matches. There is no short cut.’13
To Venables, the reasons behind Torres’s slump were irrelevant. To his
mind, everything can be cured by getting out there on the training pitch
and doing a bit more shooting practice. Overseeing that during that
long, barren spell would have been Villas-Boas. We suspect he may have
known exactly what the Spaniard was going through, and would have
been unable to help him for the very same reasons that Torres was
unable to hit the back of the net.
The shared plight of the Iberians reflects the third mistaken aspect of
the war for talent: the idea that ability is encapsulated within an
individual, and so can easily be moved around, bought and sold.
Venables’s statement that he has ‘known of players taking time to settle’
is more astute than he may realize.
For many years talent was largely frozen in place in football. Oleh
Blokhin, one of the finest players ever raised in the Soviet Union, won
eight titles with his Dynamo Kiev side in the 1970s and 80s, scoring
211 goals in the process. Any top team in Europe would have loved to
sign him, but could not, because the Soviet authorities would not let him
leave the country. Only when he was past his prime did Blokhin move
abroad, in 1988.
Two years later Boris Groysberg moved with his family from the
Soviet Union to the United States, where he rose to become a professor
at Harvard Business School, specializing in the portability of
performance that Blokhin – now coach of the Ukraine – never had to
contend with. Groysberg wrote a book – Chasing Stars: The Myth of
Talent and the Portability of Performance – about the ultimate free
agents of the corporate world: equity analysts on Wall Street.
These analysts are experts on a particular sphere – retail or
pharmaceuticals or sport – and they spend their time writing reports
evaluating the prospects of companies in their chosen industry and
making predictions as to their likely performance. These predictions, in
turn, provide quite a neat way of analysing the performances of the
analysts themselves, to see if they are worth the multimillion-dollar
salaries the very best of them attract. If their predictions are accurate,
they are worth every penny they earn.
All the outward signs suggest these analysts are just plug-and-play:
take them to a different bank, give them their computer and their files,
and off they go researching their companies. As one director of research
at a bank says about analysts’ portability, ‘I mean, you’ve got it when
you’re here and you’ve got it when you’re there. The client doesn’t
change. You need your Rolodex and your files, and you’re in business.’14
Groysberg, though, found that this is not the case at all. With his
research colleagues, he gathered numbers for all the equity analysts in
the United States who were ranked by the industry magazine
Institutional Investor – which publishes a list of all the top analysts every
year – and then identified the 366 of those listed who had changed
banks between 1988 and 1996.
Now, Institutional Investor ranks only 3 per cent of all the many
thousands of analysts in the US every year. This is the cream of the crop,
the all-stars. And what Groysberg found was stunning: if ranked analysts
stayed put at their bank, there was an 89.4 per cent chance they would
be ranked again the next year. That slipped to 69.4 per cent if they
moved to a rival company. The analyst ranked top in any given year had
a 10.6 per cent chance of retaining the highest place if he or she stayed
put, while those who moved saw their chances drop to 5.6 per cent.
There were longer-term performance effects as well: those first-team
all-stars who remained with the same bank had a likelihood of 54.3 per
cent of returning to the top ranking at least once over the succeeding
five years; superstars who transferred had a likelihood of only 39 per
cent.
The parallel with football is clear. The Sporting Directors at Paris
Saint-Germain and Bayern Munich assume that a player or a manager is
plug-and-play: drop them into or in charge of a team and off they go.
Talent, they think, is portable. To paraphrase our bank director: ‘You
need your boots and your shin pads, or your clipboard and whistle, and
you’re in business.’ The numbers say it is not nearly as simple as that.

Groysberg has proven that his principle, unlike free agents themselves,
Groysberg has proven that his principle, unlike free agents themselves,
transfers easily to other fields, even sport. In American football the
punter has just one job. When teams (incorrectly, remember) choose to
punt on fourth down, he receives the ball from the snap and is tasked
with booting it as far down the field as he can. Wide receivers, on the
other hand, are part of a unit: they run in patterns, coordinating with
the quarterback, adjusting to the opposition’s defence on the fly.
Groysberg found that the performance of free-agent punters, who are
literally standalone players, does not decline after switching teams, but
the key statistics of the receivers dropped for a full year after signing
with a new team. In football there are no true standalone players –
goalkeepers come closest, but even they must interact with their defence
– so we must expect a period of adjustment.
In Chasing Stars, Groysberg recommends that, to minimize these
effects, companies or clubs do their best to promote from within.15
Where they cannot, they must have a systematic plan to add only those
outsiders who fit the culture and who are then assimilated deliberately
and carefully into the team. He writes, ‘Hire with care but integrate
deliberately and fast.’
This does not seem to occur to football clubs. Until very recently, very
few of them employed specialists to help players settle in off the field,
often leaving them to find their own homes and trail round schools to
sort out the children’s education. At Chelsea, too, there was a culture of
leaving new players to get on with it.
‘I plunged into problems linked to my situation as an expatriate,’
Drogba, Torres’s predecessor, wrote in his autobiography. ‘Chelsea
didn’t necessarily help me. We sometimes laughed about it with Gallas,
Makélelé, Kezman, Geremi. “You too, you’re still living in a hotel?”
After all these worries, I didn’t feel like integrating.’16
This can be helped by executing what is known in the corporate world
as a ‘lift-out’: hiring a star and some of his teammates. Groysberg found
that top analysts brought into a new company alongside several co-
workers experienced no decline in performance. Chelsea did this in
hiring Mourinho – four staff, including Villas-Boas, followed him from
Porto, as well as two players – but did not repeat the trick when they
appointed his young protégé seven years later. Villas-Boas brought just
two staff with him. His assistant, Roberto Di Matteo, having left
Chelsea’s playing staff some nine years earlier, was to all intents also
new, acclimatizing. No wonder Villas-Boas did not feel comfortable.
Nor did Torres, despite joining his former teammate Yossi Benayoun
at Stamford Bridge and quickly being reunited with Raul Meireles, too.
That is not enough. Mourinho had six familiar faces around him. Maybe
he, and not his former protégé, should have referred to himself as the
Group One.

Regicide: Dethroning Villas-Boas


The end, when it came, was dismal. Chelsea had written off the Premier
League title as early as Christmas; they were on the cusp of elimination
from the Champions League and had just been beaten by West
Bromwich Albion (ironically, the club that had sacked Roberto Di
Matteo a year earlier). Villas-Boas was facing mutiny inside the dressing
room and had lost the faith of Abramovich, the key power broker. He
had held emergency talks with his squad after two particularly bad
results, at Goodison Park and the Hawthorns, and been denounced in no
uncertain terms. He was finished. When he was sacked it was almost a
kindness.
On the surface, the change of management worked a charm. Under Di
Matteo, Chelsea took ten of an available fifteen points in the league,
rescued their FA Cup campaign and, remarkably, smashed Napoli 4–1 at
Stamford Bridge to put them on their way to Champions League glory.
Getting rid of Villas-Boas, it was written, was the best thing Chelsea had
ever done.
In the last five Premier League games under Villas-Boas, Chelsea had
averaged a mere point per game; in the final eleven under Di Matteo,
the club averaged 1.64 points. It seems glaringly obvious that Di
Matteo’s leadership was revitalizing. Or is it? One number suggests not:
in twenty-seven league matches under Villas-Boas, Chelsea averaged
1.70 points per game, a better rate than Di Matteo’s. Now, this could be
because the squad switched their attention from domestic duties to
foreign affairs as the Champions League final drew ever closer. Or it
could be that their improvement was an illusion. They may simply have
regressed to the mean.
This is the numerical equivalent of the physical idea that water will
always find its own level: extreme numbers will usually be followed by
medium ones; giants and the diminutive will have normal-sized children.
You can’t play the numbers game without a thorough understanding of
regression to the mean.
The most statistical of team sports, baseball, is a great place to observe
this phenomenon. Batters in baseball come to the plate to hit around
four or five times every game, and a batting average is the percentage of
hits they get out of all their plate appearances.
An adequate batter will have an average of .250 (25 per cent hits), a
very good one will hit .300, and occasionally a player will have a great
season and hit .350 or above.17 Figure 51 shows what happens the
following year for players who had batting averages of .350 and above
in the major leagues after World War II.18
The extreme year is shown on the horizontal axis and the following
year on the vertical: if the next year’s average is lower, the point will
appear below the slanting line. Regression to the mean is illustrated by
the fact that almost all of the points are below the slant, and most are
well below: extremes are usually followed by intermediates, the
extraordinary by the more ordinary.
Figure 51 Regression to the mean in Major League batting averages, 1946–2002

Extreme events can be positive like a very high batting average, or


they can be negative like a losing streak or a patch of poor form at a
football club. This seems to have been a major part of Abramovich’s
decision to bite the bullet and sack the Young Prince; poor recent form,
studies show, is always one significant factor when any manager is
dismissed.
Macclesfield, one of the lesser lights of English football, provide an
apposite example. In January 2012, just as Villas-Boas’s own form was
starting to tank, the Silkmen held Premier League Bolton to a 2–2 draw
in the FA Cup third round. That was as good as it would get for manager
Gary Simpson. The club lost every league game in the month of January,
drew three and lost three in February, drew three and lost three in
March, drew one and lost five in April. Macclesfield plunged to last in
the table. Simpson clung to his job until March, when the club could no
longer resist calls for his dismissal. At this point, it didn’t matter. His
replacement, Brian Horton, managed just two points from eight games
and the club was relegated from the Football League.
Despite Horton’s inability to reverse the trend, there is plenty of
anecdotal evidence that the dismissal of a failing manager can revive the
spirits and performance of a club. This has even been borne out by
studies. Multiple investigations into sackings in leagues across the
breadth of Europe have shown that clubs’ performances form a trough
with a downward slope leading to the sacking and then a climb back up
as the points start to flow again.19
Figure 52 displays the numbers from a Dutch study, where ‘t’ is the
time of the sacking, minus or plus a number of matches.20
Performance at the typical club has declined drastically to 50 per cent
of its potential in the week before the manager is sacked. By the fourth
game under the new coach, performance is at 95 per cent of what it
should be, the fans are sated and the boardroom is filled with the gentle
sound of self-satisfaction. No doubt it was like this at Chelsea, too, as Di
Matteo appeared to undo all of Villas-Boas’s bad work. Abramovich –
and other owners – just do what the numbers seem to demand of them.
Figure 52 Club performance before and after managerial sacking, Eredivisie, 1986–2004

This, sadly, is another beautiful hypothesis slain by ugly fact. Sackings


do not improve club performances. Clubs simply regress to the mean.
To see if sacking the manager makes a difference, the author of the
Dutch study, Bas ter Weel, searched within all the other non-sacking
data from the eighteen seasons of Eredivisie results to identify a control
group to compare to the sacking episodes. The control group consists of
those spells (distributed statistically equally across all the clubs) in
which a club’s points per game average declined by 25 per cent or more
over a four-game stretch, but they did not sack their managers. Ter Weel
found 212 such cases. The results are shown in Figure 53.
Figure 53 Club performance dips and recoveries with and without managerial sacking,
Eredivisie, 1986–2004

Even without sacking the manager, the performance of the control


group bounces back in the same fashion and at least as strongly as the
performance of the clubs that fired their managers. An extraordinary
period of poor performance is just that: extraordinary. It will auto-
correct as players return from injury, shots stop hitting the post or
fortune shines her light on you once more. The idea that sacking
managers is a panacea for a team’s ills is a placebo. It is an expensive
illusion.
Chelsea did not get these decisions right. They were wrong to sack
Villas-Boas, just as they were probably wrong to hire him in the first
place if they expected immediate success; they were wrong not to help
him – or his players – acclimatize and they were wrong not to put a
group around him to help him settle in. They were wrong to assume he
could transport his talent and they were wrong not to ensure conditions
were in place to properly assess his performance.
The whole farrago cost Roman Abramovich the best part of £30
million. He put a club he has spent more than a billion pounds on over
ten years in the hands of one man, asking him to tame fortune, to master
football’s many inefficiencies. And at the end, he still has no idea
whether the Young Prince is a good manager or a bad one.

Speed Cameras, Bad Habits and Practice with Your Head


Much to Jeremy Clarkson’s chagrin, you can barely drive on a British
road these days without seeing a Gatso, the widely loathed mounted
yellow box which gauges drivers’ speeds and captures miscreants on
film, so allowing the police to issue them with tickets.
Gatsos were, originally, typically installed at places that had
experienced a recent and unusual cluster of accidents. When the
Department of Transport issued its evaluation of the speed camera
scheme after four years, it claimed a 50 per cent reduction in fatalities
and serious injuries thanks to the presence of the cameras. The Gatsos,
despised as they were, had done their job. Except that they hadn’t.
Buried in the appendix of the report was a study by Liverpool
University’s Department of Engineering that concluded ‘the presence of
the camera was responsible for as little as a fifth of the reduction in
casualties’.21 Even without that yellow overseer, the number of
accidents in black spots would have regressed to the mean.
Extraordinary numbers of fatal accidents would be followed by more
typical ones.
It is not just motorists and managers who regress to the mean.
Everyone does. Players do, certainly. One game he will be outstanding,
beating opponents, terrorizing defenders. The manager will shower him
with praise. And yet the next week the same player will be ineffectual,
unable to make an impact. Or the flipside: a defender is awful one
Saturday, having a real Khizanishvili of a game, attracting a searing,
puce-faced outburst of unmitigated rage from the manager, and then
brilliant the next week.
Every manager will have had this experience, and no doubt it is why
so many of them favour the stick over the carrot. If you’re nice to
players, praising them, patting them on the back, they grow complacent.
Give them a kick up the backside and they perform much better.
This, too, is an illusion. The players’ performances are simply righting
themselves. Nobody can better explain why this is than Danny
Kahneman, winner of the 2002 Nobel Prize in Economics, whose
research has focused on the limits of rational decision-making:
I had the most satisfying Eureka experience of my career while attempting to teach
flight instructors that praise is more effective than punishment for promoting skill-
learning. When I had finished my enthusiastic speech, one of the most seasoned
instructors in the audience raised his hand and made his own short speech.
He said: ‘On many occasions I have praised flight cadets for clean execution of some
aerobatic manoeuvre, and in general when they try it again, they do worse. On the
other hand, I have often screamed at cadets for bad execution, and in general they do
better the next time.’ This was a joyous moment, in which I understood an important
truth about the world: because we tend to reward others when they do well and
punish them when they do badly, and because there is regression to the mean, it is
part of the human condition that we are statistically punished for rewarding others
and rewarded for punishing them.22

Football management, it is safe to say, remains exposed to the same


perverse contingency. Seamus Kelly and Ivan Waddington of the Centre
for Sports Studies at University College Dublin conducted a series of
structured interviews with twenty-two top-tier players and eighteen
managers during the 2004/05 season.
They published their findings in a paper titled, ‘Abuse, Intimidation
and Violence as Aspects of Managerial Control in Professional Soccer in
Britain and Ireland’. Their interviews are worth reading and reveal the
depth and breadth of mean and nasty behaviour in football clubs.
Because managers do not take into account the concept of regression to
the mean, they simply tend to regress to being mean.
‘[The manager] would hurl abuse at you all the time,’ one player said.
‘In front of other players, in the office, on your own, or in the office in
front of the coach and staff. It brought out the best in me. It did bring
out the best in me. But I know not all players could hack it, they just
couldn’t hack it … If you are a young lad just coming in, then a manager
will just take their frustration out on young players generally.’23
Note that buried in the player’s phrase ‘bring out the best in me’ is the
regression to the mean – he was underperforming, he got yelled at, and
then he played better. But that does not mean he got better because he
was yelled at.
Managers must be confrontational, angry and passionate at times. But
the better managers know when to deploy such tactics and when to use a
different approach. Sir Alex Ferguson, famed inventor of the Hairdryer
Treatment, probably uses it less than we think: even when his side were
losing 3–0 at Tottenham, he did not raise his voice. Musa Okwonga, in
his book Will You Manage?, recounts Denis Irwin’s version of what
happened in the White Hart Lane dressing room at half-time:
‘Ferguson didn’t use the hairdryer. What he said, very calmly, was,
“Obviously, you know that this is Spurs we’re playing. In their minds,
they’ve already won, they’re in the pub after the game celebrating. Get a
goal back at the beginning of the second half and they’ll panic. That’s
the thing about Spurs. They’ve always played like that, and they always
will.” ’24
This is much more effective than the obscenities or shattering teacups
or fists many a manager flings at his underperforming players at half-
time. United scored five after the break that afternoon. Their
performance regressed to the mean, because Ferguson chose not to lose
his rag: instead, he communicated his knowledge to his players. This is
what good managers do.
Calmness and knowledge sharing should be the rule on the practice
pitch as well. When observers kept logs of the training sessions of the
two greatest coaches in American collegiate basketball – for men,
UCLA’s John Wooden, and for women, Tennessee’s Pat Summitt – half
their utterances were instructions, such as ‘do some dribbling between
shots’.25
More than 10 per cent of Coach Wooden’s actions involved
demonstrations of the correct or incorrect movement or both – showing
the player the right way to do something. Training sessions were
fundamentally about instruction for the UCLA coach: ‘I felt running a
practice session was almost like teaching an English class. I knew a
detailed plan was necessary in teaching English, but it took a while
before I understood the same thing was necessary in sports. Otherwise,
you waste an enormous amount of time, effort, and talent.’
This same principle applies in football. Talent is not given by God. It
must be honed and nurtured, sculpted and shaped. Good managers, like
Wooden, script every session, so that it has an aim, a result. They must
also monitor their own learning.
‘I kept notes with the specifics of every minute of every hour of every
practice we ever had at UCLA,’ said Wooden. ‘When I planned a day’s
practice, I looked back to see what we’d done on the corresponding day
the previous year and the year before that.’
Some managers in the modern Premier League are equally meticulous;
Mourinho, certainly, and we suspect Villas-Boas. Others, less so. ‘When
we trained, if someone got a clear shot at goal then he [the manager]
would stop training and make us run for twenty minutes,’ one defender
told Kelly and Waddington. ‘[For] any mistakes at all. We were terrified
to make mistakes. It was entirely based on fear. We were scared. After
matches that we lost, he would have us in at six in the morning
running.’26
This kind of training is undoubtedly happening less frequently in elite
football clubs, and it should continue to diminish. The new model
should be based on the insight that has now become identified through
the modern theory of talent as deliberate practice. As the violinist
Nathan Milstein wrote: ‘Practice as much as you feel you can accomplish
with concentration. Once when I became concerned because others
around me practiced all day long, I asked [my mentor] Professor Auer
how many hours I should practice, and he said, “It really doesn’t matter
how long. If you practice with your fingers, no amount is enough. If you
practice with your head, two hours is plenty.” ’27

The Model of a Modern Manager


The manager is far from an irrelevance. Yes, fortune is of huge
significance in football. It accounts for around half of what we see on the
pitch and in the final league table. Yes, money is a factor. But there is
much more to this game, to the pursuit of the goal. There is a world of
styles to choose from, a huge amount of factors to consider, and the very
best generals will use all of the information they have to get the best out
of the resources at their disposal. They will think laterally and
innovatively, and they will find ways of changing the game for their own
benefit. They do have an impact.
And yet many clubs do not seem to have any idea what makes a good
manager. They lack the conditions to examine the current incumbent’s
abilities, and they seem to fall into the trap too often of replacing a
failing coach with the flavour of the month, or with a household name
with a track record of mediocrity. They react too quickly when things
are not working out, and they do not do all they can to help their
managers succeed (this goes for players, too).
But just as clubs must learn to hone their appointment process and to
be patient with the man they have got – all the while assessing his
ability – managers must strive to be the best they can. They must bite
their tongues, resorting to anger only when absolutely necessary. They
must monitor their own habits, share their wisdom and not be afraid to
challenge convention. They have to do what they can with their
resources. They must not fear going for it on fourth down. They must be
aware that they owe a debt to the collective. If they do that, if they hold
their nerve and stick to their beliefs, they can thrive.
Maybe managers are scrapping at the margins. But football is a sport
of rare events, a game of rare beauty. It is decided by the margins. It is
at the margins where games are won and lost, where history is made and
reputations forged, where light and dark meet.
AFTER THE MATCH
IS BEFORE THE MATCH
12.

Life During the Reformation

Football is a game you play with your brain.


Johan Cruyff
Sacred cows make the best hamburger.
Mark Twain

November 2011 saw the UK’s first Sports Analytics conference, styled
after the MIT Sloan conference in Boston. Held at Manchester
University’s Business School, the gathering was a relatively small, less
glamorous affair than its American cousin. There were around 150 in
attendance, drawn largely from football and rugby clubs, with a couple
of Olympic sports thrown in. There were scouts, performance analysts,
consultants and executives, but there were also a few managers and
owners.
Phil Clarke, a star of the all-conquering Wigan Rugby League team of
the 1990s and one-time Great Britain captain, is behind the endeavour,
together with his brother Andy, formerly a fitness coach at Liverpool.
The Clarke brothers, with a growing number of others, have recognized
that sport is changing, and they have realized that with change comes
opportunity. They have a company called The Sports Office, which helps
clubs organize their in-house performance, administration, scheduling,
medical, training, conditioning and scouting data.
The football data business is becoming competitive; similar companies
are sprouting up around the world of professional sports. There’s a need
and a hunger for information – or rather, how to cope with information
– but few have a plan for how to use it. One of the best-received
presentations at the conference was by Tesco’s Retailing Director,
Andrew Higginson, on how Tesco mined its data to become number one.
Analysts from football clubs listened intently – they all want to be
number one – and as we have tried to explain in the chapters above,
every little helps.
What we know already can give us a hint as to where the analytics
reformation is heading over the next decade. This is our forecast for the
journey that football and all those in it are about to take in the next ten
years. We can never be certain, and some of our predictions will be
wrong, but they are based on the best research and information that we
have now.

Forecast 1
The biggest analytical breakthroughs will not occur at Manchester
United, Manchester City, Real Madrid, Barcelona or any of the twenty
richest clubs listed in Deloitte’s Football Money League.

To get the delegates in the mood, the Manchester conference started


with a recorded greeting from the patron saint of sports analytics, Billy
Beane – the now famous Oakland A’s general manager who turned
baseball on its head by using numbers instead of gut and tradition to
build a team.
Beane is a celebrity, thanks to Hollywood, but the truth is that he is
just the latest in a long line of analytics innovators in sport. Charles
Reep learned first-hand that football has always been resistant to
change, be it the passing game, the idea that football could be played
both for fun and for money, the 4–4–2 formation, or the notion that
long balls can be quite effective under the right circumstances.
Those innovations that have prevailed have tended to be the ones that
produce winning football: the passing game, catenaccio-style defence,
the flat back four. There have always been innovators, men who don’t
mind thinking about what makes football work better. They are unified
by a willingness to try the new, untested, perhaps slightly unusual; they
are the men who go for it on fourth down. Some will succeed, and see
their adaptations aped, and others will fail. There will be more than a
few sackings over the course of the reformation.
Football has arrived at a fork in the road – and, as Yogi Berra, the
American baseball player, famously said: ‘When you get to a fork in the
road, take it.’ That is what football is doing – in small steps, some
venturing this way, and others that – and all of them trying to come to
grips with the advent of computers, data, analysts, research and more
numbers than they can digest.
What may not be clear from Moneyball – the film that charts the rise
of Beane’s team – is just how dismal the Oakland A’s were: an abysmal
outfit playing in a drab stadium in front of a sparse, disinterested crowd.
It was only in that environment that Billy Beane could find the
motivation and, crucially, the latitude to change the club dramatically.
‘We had nothing to lose,’ Beane says. ‘We were in a position where we
could try anything and no matter what happened we were probably not
going to end up any worse.’1
Often only desperation, marginality and a lack of money can create
the conditions that support innovation. It is easy to draw the parallel in
football. There, too, we can expect necessity to become the mother of
invention.

Forecast 2
The football analytics movement will not feature a singular ‘Bill James’.

Bill James and Charles Reep, for their personalities and their obsessions,
were the perfect candidates to try to bring about fundamental shifts in
the understanding of their chosen sports.
True innovations rarely spring from individuals inside the clubhouse.
Outsiders can ask questions, they can query how things are done, and
they see opportunities insiders don’t. Because outsiders working in
obscurity cannot be influenced very easily by those who don’t know
about them or those who don’t believe in them, they can be the avant-
garde – and a certain stubbornness and a huge amount of discipline and
dedication will go a long way.
Where James and Reep differ is in their level of success: James was
eventually hired by the Boston Red Sox in 2003, the year before they
won the World Series for the first time since 1918. It was quite a leap
for a man who, in 1977, had simply published a seemingly insignificant
statistical pamphlet. By the time he joined the Sox, James’s approach
had been vindicated and imitated all around Major League Baseball, and
in the next four years, the club would win two championships.
Reep, too, was brought inside the clubhouse, working as an analyst for
Brentford and Wolves, among others, but his transformation of the
English game was associated with too few cups and championships to be
considered a real success. That may be because of his own personal
limitations, the quality of his data or deep differences between the
sports of baseball and football. Whatever the true reason, Manchester
City believe he fell short because of his limitations and those of his
numbers: that is what led the club’s match analysts, in the autumn of
2012 and with the support of Opta Sports, to take the unprecedented
step of releasing an entire season’s worth of match data to anyone with
an email account who asked for it.
As Gavin Fleig, City’s Head of Performance Analysis, explained to
Simon Kuper: ‘It’s play by play, player by player, game by game, week
in week out. I want our industry to find a Bill James. Bill James needs
data, and whoever the Bill James of football is, he doesn’t have the data
because it costs money.’2
City’s idea is well intentioned, but the idea of using crowds of
analytics-minded fans to find ‘Bill James’ in the style of The X Factor
may not work. The reasons are simple: Moneyball is already a
Hollywood movie and everyone knows about it; more importantly, there
is no analytical wilderness to explore. The Football Accountant has
already left his footprints there. There is no undiscovered country in
football’s numbers as there was when James ‘solved’ baseball by
inventing ‘Runs Created’ and ‘Win Shares’.
Reep’s failure also proves that the game is too fluid, contingent and
dynamic for there to be a single winning formula discovered by a single
great football mind. Instead, the multiple smaller insights generated by
many will move the game forward.

Forecast 3
The volume of football data will increase by at least thirty-two times.

Reep had a lot more to tackle than James. At least the American had
more than a century’s worth of baseball box scores to work with,
published in all American newspapers. Reep had to create the raw data
of a match, and once he had done so, he had to store it on rolls of
wallpaper.
As we have seen, Opta and StatDNA have partially computerized the
gathering of football’s numbers by employing analysts to code events
from digital video of matches, while Prozone let cameras do the job for
them. Together they have eliminated all traces of notebooks and paper
from the storage of the numbers; today they are all in digital files. There
is no reason to suppose that the leap from Reep’s method to Opta’s or
Prozone’s won’t be matched by a similar leap in the coming decade.
It is a characteristic of the modern world of Big Data that if a number
can be gathered, it will be, as cheaply and with as little human
intervention as possible. The result of this hoarding is an explosion in
the amount of data. According to The New York Times,
There is a lot more data, all the time, growing at 50 per cent a year, or more than
doubling every two years, estimates IDC, a technology research firm. It’s not just more
streams of data, but entirely new ones. There are now countless digital sensors
worldwide in industrial equipment, automobiles, electrical meters and shipping crates
… Data is not only becoming more available but also more understandable to
computers. Most of the Big Data surge is data in the wild – unruly stuff like words,
images and video on the Web and those streams of sensor data.3

Few things are more unruly than a football match with twenty-two
players and a ball in almost constant motion (except for those Stoke
games). There are two different ways in which more of the pitch’s
numbers could be gathered more cheaply. First, those same sensors we
just mentioned. It’s only a matter of time before players’ kits and the
ball itself will be fitted with GPS chips. The technology exists, and clubs
are already experimenting with it in training. It may not come in the
Premier League or the Bundesliga first; Brazil’s Serie A or the US’s MLS
may be the ones to start. In fact, MLS has already partnered with sports
equipment manufacturer Adidas to collect physical data through chips
implanted in players’ boots. This will produce a huge stream of
positional data, and the chip in the ball will eventually obviate the need
for goal-line video technology.
Some governing bodies will probably resist such advances, but the
second means of gathering these data may make their resistance futile –
crowd sourcing. Imagine, instead of Prozone’s installed and fixed set of
cameras which are very expensive, a handful of spectators scattered
about the stadium with cameras embedded in their hats, scarves, or
coats. As they watch the match, they record the action, and these video
streams are later integrated and decoded through advanced software.
Right now computers have a hard time distinguishing one player from
another when they cross paths in a video, but soon they will have no
more difficulty than the spectators.
As the cost of collecting football data plummets, more players in more
matches in more leagues in more countries will be tracked. It’s possible
that our evergreen friend Jimmy Davies of Waterloo Dock may even
begin to have access to computerized match reports. The surge in
football’s numbers will become a tidal wave, multiplying and doubling
over this decade at least as fast as data in the world.

Forecast 4
Geometry – space, vectors, triangles and dynamic lattices – will be the
focus of many analytical advances.

With the growing availability of positioning data and x–y coordinates for
players and ball, analysts will be able to employ the mathematical tools
of algebraic geometry and network theory to gain more insights into the
game. The focus will move away from the ball and the counting of the
‘ball events’ that Reep first started collecting in his notebooks. Statistical
attention will shift to players away from the ball, the clusters they form,
the spaces they enclose and the way the ball and information move
about the network they compose.
For this new stage of the reformation, Dynamo Kiev’s Valeriy
Lobanovskyi, with his interests in systems and space, will be recognized
as a numbers game pioneer. Inspired by seeing the manager’s bronze
statue outside his eponymous stadium in Kiev during Euro 2012, Barney
Ronay writes: ‘He addressed football management as a wide-ranging
empirical study, seeking informed scientific deduction about the more
nebulous folk-football wisdom of his dugout contemporaries. For [him]
the distillation of eleven competing blobs on a pulsing pre-modern
computer grid appears to have also contained thrilling human variables,
an applied chemistry to be grasped by study and fine adjustment.’4
The Ukrainian moved the grid from the computer to the pitch. He
rigorously trained his players to perform like kinged pieces in draughts
that could and would hop in any direction from square to square based
on the movements of the other pieces. Although his club’s play could
sometimes be mechanical, it could also be incredibly effective as
uncovered spaces, weak links and mistakes were minimized, and the
imbalances of the opponent’s defence were exploited. Positioning data
will enable these ‘draughty’ practices and tactics to become more chess-
like – sophisticated, creative and improvised.
When we look across the various sports, we can make a conjecture
about the essential geometrical figure for analysis. Baseball is a game of
ten points, a batter, a pitcher, a catcher and seven fielders, that are
largely static, consistently positioned and rarely connected. Basketball,
with its emphasis on the pick-and-roll, feeding a tall post player and the
simple give-and-go, is a single, stretching and shrinking line segment
connecting the two focal offensive players at any time during the game.
Football, as a more complex team game without a form of real
possession, is largely about triangles. One such triangle might be the
player currently touching the ball, the one about to receive it, and the
off-ball player currently causing the greatest deformation in the
defence’s shape. Triangles might replace ‘ball events’ as the key unit of
football analysis.
The use of networks to construct interacting webs of players and
formations is already infiltrating the sport. Some of these efforts have
already begun to identify the players that are central or peripheral to the
passing network of a team on the pitch. One recent study using Premier
League data for two seasons beginning in 2006 found that teams whose
passing networks were more centralized in one or two players scored
fewer goals, even though these central players may have been the
strongest players in the club.5 Once again, balance, this time in the
complex passing network, is a quality leading to success.

Forecast 5
There will be about 1,000 goals scored in the Premiership in both 2013
and 2023.

The power of numbers and of the models you can use lies in having
many data points. Once we go from the specific – a pass, a match, or a
player – to a bigger group – all passes, all matches, or all players – we
can see patterns that are hidden when our nose is too close to the action.
There are two key issues the numbers game has to contend with: that
football is defined by chance and by rarity. Chance, luck, randomness –
not skill – accounts for much and possibly most of what happens in
football. And the rarity of goals contributes hugely to that.
Goals have become rarer until, in recent years, they have levelled off
at the same time as the game has become more equal on the pitch.
Despite complaints about football being taken over by the super-rich,
the data show us that football’s long-term trend is towards ever fiercer
competition. In the modern era everyone’s more alike.
And at the very top, football production is the same. The best players
seem to be interchangeable across leagues. This matters for how and
where clubs recruit talent. If the very best English players play football
the same way the best Argentines do, then recruiting in Buenos Aires
may sound glamorous but may not be particularly cost-effective
compared to recruiting in Bristol, Leicester, or Preston. The sport in
England and across the globe has settled into a competitive equilibrium.
Goals are wonderfully rare, but they will not get any rarer.

Forecast 6
The gap between the salaries and transfer fees of strikers and defenders
and goalkeepers will shrink significantly.

Goals may not be the most reliable performance metric. When a team
can do all the right things and can still end up losing, goals are not the
best gauge of whether they played well.
Once you realize the power of chance and the value of a single goal
for your team’s fortunes, a few conclusions tumble out fairly easily.
While football has always been enamoured with goals that are scored
and victories celebrated, it has paid much less attention to goals that
weren’t conceded or losses that were averted. There are powerful human
tendencies that explain this, but for budding performance analysts it
means that, to fully grasp the nature of the game, we need to value
defence properly. It is as important – and on occasion more important –
than attack.
Understanding this has one very simple implication, one that will only
be reinforced by the flood of new numbers: the salaries and transfer fees
for defenders and strikers will become less skewed. As of today, the
opposite trend still appears to hold. Using transfer costs from Paul
Tomkins, Graeme Riley and Gary Fulcher’s Pay As You Play: The True
Price of Success in the Premier League Era to calculate the relative value
of different positions over the 1992/93 to 2009/10 period, the data
show goalkeepers to be the cheapest position, with prices rising in
increments as we move further up the pitch. Importantly, there does not
appear to have been any narrowing of the gap in the cost of goalkeepers
and defenders on one hand and strikers on the other. The ratio of striker
to defender prices was 1.5 in the five seasons from 1992/93 to
1996/97, but 1.65 in the period 2005/06 to 2009/10.6

The hidden value of defence goes with a couple of other numerical


The hidden value of defence goes with a couple of other numerical
insights. In football, more isn’t always better – shooting more or having
more of the ball is not an unfailing recipe for success. Sometimes less is
more – less tackling, fewer corners and not conceding come to mind –
while scoring the fifth goal counts for less than scoring the second. To
put it in mathematical terms, football isn’t linear or additive; it’s
multiplicative, dynamic.
Perhaps the most obvious manifestation of this is the way teams work
together to produce wins, draws and losses. In basketball one superstar
is 20 per cent of the starting team; football’s giants make up a much
more meagre 9.1 per cent of the total team. This means that the door is
wide open for the team’s poorest players and its most tenuous on-field
relationships – the weakest links – to play a decisive role in determining
a team’s fortunes.
When galácticos and galoots have to cooperate to play winning
football, it quickly becomes clear that there isn’t one best way to play
the game. More effective football comes in different flavours. And given
the amounts of luck involved, you can play more successful football by
following two broad strategies: either being more efficient, or being
more innovative than your opponents. Both efficiency and innovation
should bring more attention to the darker, defensive side of the pitch.

Forecast 7
The 4–4–2 will be replaced by the 150–4–4–2; organization will be the
new tactics.

As Johan Cruyff knew, playing football with your brain allows you to
outwit your opponent by thinking ahead a step or two or three. Football
has always evolved with the times – albeit in fits and starts – and
ultimately there has never been a way of halting its progression. The ball
remains round. The game is played in more far-flung parts of the world
by more people than ever before, by both sexes and on better pitches,
with better equipment, by professionals who train to maximize their
performance with the help of the latest knowledge in medicine, nutrition
and computer science. As fans, we don’t always see these changes at
work – we don’t watch players train, we know little about what they
eat, or how they are monitored with modern technology. All we tend to
see is what happens when the whistle blows.
But it’s clear football analytics is continuing to infiltrate the game and
change how managers, players, fans and executives think. So it’s never
been a question of whether analytics will be coming, but how clubs can
best adapt to win.
The use of analytics has relatively little to do with specific statistics on
players or teams. Analytics does not equal statistics; playing the
numbers game is not really about numbers first and foremost. Instead
it’s a mindset and an information game – how much and what kind of
football information clubs have; how they look at it, interpret it; and
ultimately, what they do with it. There is no single truth; but there is an
advantage you can gain by being smart about the information you use.
As the sourcing of players has become a global pursuit, with scouts
and coaches scouring all corners for undervalued talent, the raw input
clubs work with has become more similar. This convergence of the raw
material of players at the top of the game and the worldwide diffusion of
training and playing practices means that what will differentiate clubs
will be their organization: which clubs and teams can organize
themselves most effectively and figure out ways to try the new,
unexpected and untested path to success. The history of innovation in
football has been the history of tactics: better ways of organizing players
in space and countering the opposition. But tactics is, at the core, about
organizing your whole team – on and off the pitch – to maximum
effectiveness.
When clubs are less differentiated with regard to their input – the
quality of players recruited globally – football will become more of a
team activity than simply the starting XI on the field. Instead all parts
that help produce winning football on the pitch – the 150 or so coaches,
nutritionists, physiologists, match analysts, scouts, you name it – will
come into play more than ever before. And those clubs that function as
teams of capable and willing learners, that can adapt to excel from week
to week or minute to minute, will win out.
Flexible adaptation is the name of the game, be it with regard to the
introduction of new technologies or countering an opponent’s game plan
on the fly.

Forecast 8
The current crop of absolutist managers are a dying breed. Once Sir Alex
Ferguson retires, all large clubs will have a General Manager/Sporting
Director – if not in name, then in function.

The person who in modern football has become responsible for


overseeing a club’s football side, deciding how to tread the path between
efficiency and innovation, coaching its superstars and weak links and
fighting football’s unforgiving odds is the manager. He does matter, if
not nearly as much as he himself seems to assume.
This is important: understanding the numbers means less need to rely
on having played the game to become an expert in it. The power of
numbers lies in the insight they can produce, but it is also a potent
weapon in football’s political combat. Information is power. It can
bestow influence and take it away. Numbers and information mean
transparency and meritocracy and so help do away with convention. The
good news for fans is that the potency of randomness and chance in
football will guarantee that the game will not change fundamentally –
there will be plenty of room for underdogs to beat favourites, for
riveting drama, and for the ball to hit the crossbar, fly skyward and
eventually land in goal.
Once we realize that the defence and the weak links matter, the
numbers will empower full backs at the expense of those well-paid
forwards, weak links at the expense of stars and substitutes at the
expense of the first XI. Once we can tell how a manager’s choices really
produce success on the pitch, the numbers game will empower clubs at
the expense of managers.

Does all this mean the end of former players who become managers,
Does all this mean the end of former players who become managers,
to be replaced by geeks? Is this a moment of transition in football’s long
and glorious history, from the dictatorship of the manager to the unruly
democracy of clubs run by vociferous fans and bench-warming
malcontents?
We suspect not. Instead, it will become a more even partnership where
managers are put in their place and become more cooperative team
players in the club. Instead of being handed a transfer kitty to spend and
facing accountability only when things go wrong, they will be forced to
become part of the club’s financial and organizational management. The
new model of the modern manager will be Joe Maddon of baseball’s
Tampa Bay Rays.
What’s needed is information and intelligence – managers that have
both and know how to use them will succeed. There is every reason to
believe that no manager of a top-flight club will be in sole command of
football operations in ten years’ time; rather, he will have an equal
partner. This model is already popular in continental Europe, where the
majority of clubs in Spain, Germany and Italy all employ Sporting
Directors. Men like Monchi at Sevilla have forged reputations as masters
of the market; some are former players – Matthias Sammer and Christian
Nerlinger at Bayern Munich, or Marc Overmars at Ajax – while others
have come from the back-room to work in recruitment.
Once Ferguson and Wenger have retired, the age of the absolutists will
be at an end.

Forecast 9
Just because a club does not play the numbers game will not preclude it
from enjoying success; analytics will help you win, but so will money.

One might think that the flood of numbers alone and organizational
changes will overwhelm all opposition to football analytics, but that
would be to ignore the history of both innovation and revolution. Within
ten years of the French Revolution, Danton and Robespierre were both
dead, and Napoleon was the head of state.
The number of technical staff has grown throughout the game and
across leagues, while top-flight clubs all over the world have invested in
match-analysis software coupled with video; some even use in-game
software, like SportsCode. Clubs now have technical scouts like
Hamburg’s Steven Houston, men who scour the numbers before making
a signing; they have sports and performance scientists like Paris Saint-
Germain’s Nick Broad or Lille’s Chris Carling; they have match analysts
like Everton’s Steve Brown.
Mobile devices and the internet have made the wall between clubs and
the rest of the world more permeable. A community of bloggers has
developed who use the internet to conduct their own analyses and some,
like Onfooty.com’s Sarah Rudd or Omar Chaudhuri from
5addedminutes.com have become professionally associated with the
game – in Rudd’s case with StatDNA and in Chaudhuri’s case Prozone.
This is exactly what we should expect, Houston told us. His own
experience working in basketball for the Houston Rockets of the NBA
taught him that bloggers with analytical skills commonly ended up
running the numbers for teams. As Bill James himself admitted in an
interview with ESPN’s Bill Simmons at the MIT conference, if the
internet had existed in his time, he probably would have been a blogger.
These developments are exciting if you’re into playing the numbers
game from a sofa in your living room or in the club’s front office. But
this doesn’t mean the picture is uniformly rosy. There are plenty of
sceptics and pessimists within football, wishing these ideas would simply
go away. As Real Madrid’s Jorge Valdano explained in an interview with
the German magazine Der Spiegel:
You see, in my eyes, the pitch is a jungle. And what happens in that jungle has hardly
changed over the past one hundred years. The thoughts that flash through a striker’s
mind today as he bears down on goal are the same ones that Maradona, Pelé and Di
Stefano had in their day. What has changed is what surrounds the jungle. A revolution
has taken place there, an industry has sprung up. We need to protect the jungle, to
defend it from civilization and all of its rules. Civilization should be kept out of the
game: Keep off the grass!7

Whether this scepticism is genuinely felt or used as a smokescreen to


defend the established order, the obstacles to change are considerable.
This resistance combined with the ever-present effects of chance and
deep pockets mean that analysis will not be necessary for clubs to enjoy
success over the next decade.

Forecast 10
The reformation of the counters will in turn be countered.

The old guard never goes without a fight, as Dean Oliver, basketball’s
numbers guru, knows. The author of Basketball on Paper and the first
full-time statistical analyst in the NBA, Oliver worked for the Seattle
Supersonics and the Denver Nuggets, both teams in a sport and a
country where fans are familiar with and hungry for statistics. And even
he told us that it was hard for analytics to find a true, permanent and
accepted place inside clubs. Short-term pressures are too great and egos
too big; those already in situ are too territorial. So Oliver left. Today, he
is ESPN’s Director of Production Analytics – shaping fans’ knowledge
and thinking about numbers across sport.
Football hasn’t yet had its Moneyball moment, and whether it will is
still an open question – basketball or American football or ice hockey
haven’t either. Whatever barriers Oliver encountered in American
basketball are nothing compared to the walls that loom in football.
Tradition is a potent impediment to anyone trying to introduce new
ideas to clubs, trying to encourage their employers to play the numbers
game.
As StatDNA’s CEO Jaeson Rosenfeld explained to us: ‘There is a
system in place, existing power structures, ways that things have been
done that need to adapt. That doesn’t happen overnight. There are a lot
of barriers; they have seen what happened at Liverpool, so they say,
hey, Moneyball doesn’t work in soccer. Humanity has figured out how to
analyse more complex things than football. You never have an
immediate success case. The things we’re analysing now, it’ll take a long
time to figure out if we’re right, and when someone does it, it’ll take
time to see if it’s right. Once there’s a bona fide success, they’ll rush in.’

To use management language, this reluctance to tread where no one


To use management language, this reluctance to tread where no one
else has leaves football clubs analytically impaired. When asked to
pinpoint the obstacles to growing the demand for analytics inside clubs,
Rosenfeld identified two: ‘I would say that the barriers – the scouts and
managers – don’t want to cede any of their authority.’ Mark Brunkhart,
President of Match Analysis, agrees. ‘If you survey soccer coaches, you’ll
get the nod, “Yes, we believe in analytics work, we believe in the study
of the sport” … Just because you have stats available doesn’t mean
anyone actually uses them to do anything.’
In baseball, the amount of data and the volume of insights into the
workings of the game grew in a synchronized fashion. This is not true in
football, which has seen its database move from a handful of bits to
billions of bytes in a few short years, while breakthroughs remain few
and far between. Curiously the twin incentives of companies to sell and
of clubs to be seen as doing the latest thing conspire to produce
mountains of data, but seldom generate real insight.
‘All of us can sit in front of a pile of data and not learn anything from
it,’ says Paul Barber, the Brighton Chief Executive. According to
Brunkhart, ‘Because of Moneyball, there’s this desire where people want
to solve soccer. “Here, we’re going to plug some numbers into an
equation, it’ll tell us what’s wrong and we’re going to fix things.” If one
more person comes to me and says, “We want to solve soccer, we’re
hiring an intern, can we have your data?” I’ll cry. It’s a very difficult
thing to study.’
The unnerving prospect of a huge pile of numbers makes doing
nothing a very attractive option for many managers and owners. They
don’t even know where to begin. Moreover, plenty of owners start
behaving irrationally the moment they get anywhere near the pitch. As
Keith Harris of Seymour Pierce told us, when it comes to making
decisions based on evidence rather than gut, ‘too many owners start
taking off their business suits and putting on their track suits’. Finally,
unlike American baseball teams – in a league with guaranteed
membership and stable revenues – football clubs face a purer capitalist
system: relegation and the shadow of bankruptcy and administration.
This kind of downside risk makes most decision-makers more
conservative and less likely to try new ideas. When jobs are at stake,
traditionalists have an easier time digging in.
Opponents have a much easier time making their case that the
numbers game doesn’t work when someone like Liverpool’s Sporting
Director Damien Comolli openly talked about playing Moneyball on
behalf of the club’s American owners, and proceeded to splash money
transfers for untested players who had relatively little impact on the
club’s fortunes.8 Eventually, Comolli saw himself out of a job, the
players relegated to smaller roles, sold, or sent out on loan.

Life After the Reformation


Today, well over two centuries after 1789, France tries to avoid
mention of Robespierre as much as they try to avoid mention of the
2010 World Cup, or Ligue 1’s status as the Premier League’s unofficial
feeder division. Prediction is notoriously difficult, especially about the
future, to paraphrase Niels Bohr. Whether the numbers game goes the
way of Robespierre – and is soon condemned and rejected – is anyone’s
guess. Perhaps it will do a Napoleon, and burn briefly, but brightly.
Maybe it will do neither, instead evolving more gradually.
Yet we are certain about what will happen in the long run. Just as
France was destined to become a democracy, in football innovation and
technology will win out. The best managers, players and clubs will adapt
and win; football analytics will play a critical part in the game.
If we look closely, we see the future of analytics happening in our
living rooms. Chris has two sons, aged nine and twelve. Like most boys
their age, they spend a substantial portion of their free time playing on
football video games. They argue over whether one of them should buy
or sell a certain player for his team and for how much, based on their
performance stats and their potential to make an impact for their club.
Chris’s older son, when asked by his maths teacher to demonstrate
with an example from the real world the use of percentages and trends
in data, chose the scoring rates of Lionel Messi and Cristiano Ronaldo.
His friends had done the same, choosing Neymar and other players.
These children will grow up to watch football, play it, love it and
perhaps even manage it. They like numbers; they think about them; they
know them. They are believers in the game, and consumers of data.
They will marvel that there was ever a time when football was free of
numbers, resistant to analysis, and reluctant to reform.
Notes

Football for Sceptics – The Counter(s) Reformation

1. http://en.wikipedia.org/wiki/Analytics
2. Simon Kuper, ‘A Football Revolution’, Financial Times, 17 June 2011;
www.ft.com/cms/s/2/9471db52-97bb-11e0-9c37-00144feab49a.html#axzz1qzPfmj6H
3. Matt Lawton, ‘Roberto Martínez – The Man Who Shook Up the Season’, Daily Mail, 20 April
2012.
4. Globe and Mail (Toronto), Friday 13 May 2011.
5. Cited in Lyons (1997).
6. Pollard and Reep (1997), p. 542.
7. The origins of academic statistical analysis of football data date back a bit further, to another
Englishman, by the name of Michael Moroney, whose 1951 book Facts from Figures
included an analysis of the numbers of goals scored in 480 games in English football to
understand if they follow predictable patterns (Brillinger, 2010).
8. Simon Kuper, ‘A Football Revolution’, Financial Times, 17 June
2011;www.ft.com/cms/s/2/9471db52-97bb-11e0-9c37-
00144feab49a.html#axzz1qzPfmj6H
9. See the Journal of Sports Sciences, October 2002, special issue on performance analysis, for
an overview of how the field has evolved. For more insight into match performance analysis
and match analysis, see also Reilly and Thomas (1976), Larsen (2001), McGarry and Franks
(2003), and Hughes (2003).
10. Ayton and Braennberg (2008). Focusing on 1–1 ties eliminates those instances where a very
weak team happens to score first and then is overwhelmed by a more powerful squad. The
ideal experiment would be cloned squads of equal talent where there was a triggering goal
by one side to see how the other side responded (that is, when the only difference between
the squads is the fact of the goal itself).
11. Vialli and Marcotti (2006), p. 155.
12. On average, the teams in the sample took 5.4 corners per match, consistent with the long
run average of 5.5, and the clubs earned between 4 and 6 corners in the average match.
Shots and goals created from this particular match situation are defined here as occurring
within three touches of a corner.
13. There also is considerable variation across clubs on this. At the low end, some of the very
best clubs in the league managed relatively few shots – about 1 to 1.5 in 10 – relative to the
number of corners they produced. In contrast, some of the worst teams in the league
produced a relatively high number of shots in the aftermath of corners (Chelsea were the
exception), at a rate of 1 in 4 or even 1 in 3 (West Ham and Stoke).
Chapter 1. Riding Your Luck

1. Press Association, ‘World Cup Final: Johan Cruyff Hits Out at “Anti-football” Holland’,
Guardian, 12 July 2010; www.guardian.co.uk/football/2010/jul/12/world-cup-final-johan-
cruyff-holland
2. Christian Spiller, ‘Der Fußball-Unfall’, Die Zeit, 20 May 2010; www.zeit.de/sport/2012–
05/champions-league-finale-chelsea-bayern
3. http://m.guardian.co.uk/ms/p/gnm/op/sBJPm4Z87eCd_ev4Q2pP53Q/view.m?
id=15&gid=football/blog/2012/may/20/roberto-di-matteo-roman-abramovich&cat=sport
4. www-gap.dcs.st-and.ac.uk/~history/Biographies/Bortkiewicz.html and
http://statprob.com/encyclopedia/LadislausVonBORTKIEWICZ.html
5. Poisson’s technique is still widely used by statisticians. In his book, Das Gesetz der kleinen
Zahlen (The Law of Small Numbers) (1898), Bortkiewicz constructs a Poisson distribution
for each corps and then sums over all the corps to get an even more accurate match between
actual and estimate.
6. For the statistically minded: let λ be the base rate, then the probability that the number of

events equals some number, n, is: . Furthermore, the events have to be

mathematically rare, random and independent.


7. This doesn’t mean that bookmakers have to have a good understanding of football – all they
need to know is what makes the odds better or worse in any one match. But bookmakers also
have to compete for their customers’ business, so they have a strong incentive to get it close
to right most of the time. Of course, the odds they offer are adjusted slightly in their favour
from the estimated ‘true’ odds as they see them – otherwise their business wouldn’t be
profitable; nevertheless, the old ‘two heads are better than one’ maxim would lead us to
believe that the combined odds set by numerous bookies can be taken to be an indicator of
how predictable the bookmaking fraternity assume outcomes to be.
8. We collected the data from oddsportal.com
9. For simplicity, this discussion ignores bookmakers’ profits.
10. We can do this by dividing 100 by the decimal odds. For example, decimal odds of 2.0
transform to a 50% chance of winning (100/2.0). So an NBA team with odds of 1.25 is
judged to have an 80% (100/1.25) chance of winning.
11. In a similar analysis of the 2007/08 Bundesliga and Premier League seasons, Quitzau and
VÖpel (2009) found that chance played a role in 52.7% of all Bundesliga and 49.5% of all
Premiership matches.
12. Ben-Naim, Vazquez and Redner (2006).
13. Heuer, Müller and Rubner (2010).
14. Technically, the idea is that goals might not be independent and that the base rate is altered
by the number of prior ‘events’ in a match.
15. Skinner and Freeman (2009).
16. For the mathematical details, see http://understandinguncertainty.org/node/56
17. In Spiegelhalter’s example, the variance of the actual league points at the end of the season
was 239, compared with the theoretical variance of 61 had all the teams been of equal
quality and the results of the matches essentially due to chance. Since 61/239 = 0.26, 26%
of the variance in the Premier League points is due to chance. The standard deviation of the
observed points, which is the square root of the variance, is roughly equal to 15, while that
of the random points is around 8. This means that the observed points have about twice the
range of the random points, so about half the spread of points is due to chance alone. For the
details, also see http://understandinguncertainty.org/node/61
18. Oliver Fritsch, ‘Bei zwei von fünf Toren ist Zufall im Spiel’, Die Zeit, 22 December 2010;
www.zeit.de/sport/2010-12/zufall-fussball-pokal-bayern
19. The conditions are these: the shot was deflected; the goal was scored on a rebound; the ball
hit the post or crossbar before going in; the goalkeeper touched the ball and had a reasonable
opportunity to make the save; the goal was scored from a far distance; or the ball was gifted
to a striker in front of the goal by a bad pass.
20. Lames (2006).
21. www.sport.uni-augsburg.de/downloads/30_verschiedenes/PressemitteilungZufall.pdf
22. Tobias Hürter, ‘Alles Zufall’, Süddeutsche Zeitung, 8 June 2006.
23. www.sport.uni-augsburg.de/downloads/30_verschiedenes/PressemitteilungZufall.pdf
24. www.dailymail.co.uk/sport/football/article-1280360/Louis-van-Gaals-plan-silence-star-
pupil-Jose-Mourinho.html
25. The Blizzard, Issue 1; theblizzard.co.uk

Chapter 2. The Goal: Football’s Rare Beauty

1. Will Springer, ‘A Day When Scottish Football Scorched the Record Books’, The Scotsman, 9
December 2005;
www.scotsman.com/news/arts/a_day_when_scottish_football_scorched_the_record_
books_1_466092
2. Fraser Clyne, ‘Arbroath Legends’; www.arbroathfc.co.uk/history/36-0-team.htm
3. In 2010 the Ballon d’Or and the Fifa World Player of the Year were merged into one award.
4. Hughes and Bartlett (2002); see also Read and Edwards (1992).
5. Palacios-Huerta (2004).
6. Some leagues started later than others, and there were interruptions because of two world
wars, of course. For details, see Palacios-Huerta (2004), p. 244.
7. Colvin (2010), pp. 8, 9.
8. We are attempting to hold all other factors constant and focus just on the effect of greater
skill on goal scoring and goal prevention. If scoring declined greatly in the first tier due to,
for example, much more skilled goalkeepers, whose abilities are proportionally so much
greater than their fourth-tier counterparts now than they were half a century ago, then goals
– unsuccessful saves – should have declined much more in the top tier than the fourth tier.
9. Wilson (2009).
10. This is a quote attributed to Pierre Teilhard de Chardin, the father of the idea of convergent
evolution.
11. Galeano (2003), p. 209.
12. See Miguel, Saiegh and Satyanath (2011). Aside from the exposure to civil war, we can of
course imagine a number of alternative explanations. Perhaps they have a more strongly
developed need to fight for a place in the starting XI, given the relative poverty of their
youth and the dependence of others on their income. We also should think about the role of
referees in all this. Assuming that referees are not immune to ethnic stereotypes, we can
imagine that refs call systematically more fouls on players from certain regions or with
certain visible characteristics. In the NBA, for example, more fouls are called on black players
than on white ones. On the topic of referee stereotyping of players in football, see Gallo,
Grund and Reade (2013).

Chapter 3. They Should Have Bought Darren Bent

1. Dilger and Geyer (2009). Two other papers came to similar conclusions: Garicano and
Palacios-Huerta (2005) examine a couple of years of Spanish football data while Brocas and
Carrillo (2004) build a game theory model.
2. Here are the values of points per goal. 0 goals: 0.28 points; 1 goal: 1.13 points; 2 goals:
2.12 points; 3 goals: 2.67 points; 4 goals: 2.90 points; 5 and more goals: 3 points.
3. An alternative would be to condition all these values on the actual match score at the time.
However, it is not clear why this would be a preferable analytic strategy since, logically, a
second goal is not more valuable than a first goal without which there wouldn’t be a second
goal. One more thing: of course, these are not just the individual players’ contributions –
they’re really the teams’ goals’ contributions – since no one player, save perhaps Lionel
Messi or Cristiano Ronaldo – can score unaided.
4. But remember that football isn’t linear; because goals are rare, first and second goals count
for a whole lot more than third and fourth goals. And remember too that averages can be
deceiving: a thirty-eight-goal total achieved by scoring a single goal in every match will
produce far more points than two matches with six goals in each, five with a brace, sixteen
with a single goal and fifteen with none.
5. Galeano (2003), p. 209.
6. Ibid., p. 1.

Chapter 4. Light and Dark

1. http://soccernet.espn.go.com/columns/story?id=372107&root=worldcup&cc=5739
2. Wilson (2009), p. 324. There are wonderful echoes, echoes that Menotti was probably quite
aware of, of the dismissive sentiments expressed by Jorge Luis Borges, Argentina’s foremost
writer and intellectual: ‘el fútbol es popular porque la estupidez es popular’ – football is
popular because stupidity is popular.
3. Wilson (2009), p. 324.
4. The scientific approach, also called logical positivism and closely associated with the thought
of Karl Popper, generally is about disconfirming hypotheses – showing things to be wrong –
rather than confirming them.
5. To allow for a fair comparison, we needed the same number of clubs (and possible points
earned) each year. We chose to analyse data only from 2000 because the number of clubs in
the Premier League fluctuated before this period.
6. Sid Lowe and Dominic Fifield, ‘Chelsea Play With Fear and Lack Courage, Claims
Barcelona’s Dani Alves’, Guardian, 17 April 2012;
http://m.guardian.co.uk/ms/p/gnm/op/sipkZkk3hVpje3RtcOrYA_w/view.m?
id=15&gid=football/2012/apr/16/dani-alves-chelsea-barcelona-fear&cat=football

7. Chris Mooney, ‘What Is Motivated Reasoning? How Does It Work? Dan Kahan Answers’,
7. Chris Mooney, ‘What Is Motivated Reasoning? How Does It Work? Dan Kahan Answers’,
Discover Magazine, 5 May 2011;
http://blogs.discovermagazine.com/intersection/2011/05/05/what-is-motivated-reasoning-
how-does-it-work-dan-kahan-answers/
8. This tendency was recognized some 400 years ago by Sir Francis Bacon: ‘the human
understanding, once it has adopted an opinion, collects any instances that confirm it, and
though the contrary instances may be more numerous and more weighty, it either does not
notice them or else rejects them, in order that this opinion will remain unshaken’. This
particular psychological predisposition is called ‘confirmation bias’. See Bacon (1994
[1620]), p. 57.
9. Gilovich, Vallone and Tversky (1985).
10. Samuel McNerney, ‘Cognitive Biases in Sports: The Irrationality of Coaches, Commentators
and Fans’, Scientific American, 22 September 2011;
http://blogs.scientificamerican.com/guest-blog/2011/09/22/cognitive-biases-in-sports-the-
irrationality-of-coaches-commentators-and-fans/
11. Simon Kuper, ‘A Football Revolution’, Financial Times, 17 June
2011;www.ft.com/cms/s/2/9471db52-97bb-11e0-9c37-
00144feab49a.html#ixzz1tAmHkURd
12. Hearst (1991). See also Kelley (1972).
13. Dunning and Parpal (1989).
14. The Secret Footballer (2012), p. 91.
15. For the original study, see Treisman and Souther (1985).
16. Wilson, Wood and Vine (2009).
17. Binsch et al. (2010). See also Wegner (2009).
18. David Staples, ‘A Quick Conversation with Bill James, the Baseball Stats King, about Hockey
Stats’, Edmonton Journal, 30 March 2012;
http://blogs.edmontonjournal.com/2012/03/20/a-quick-conversation-with-bill-james-the-
baseball-stats-king-about-hockey-stats/
19. Quoted in Jonathan Wilson, ‘Get-Well Wishes to Argentina’s El Flaco Whose Football Moved
the World’, Guardian, 16 March 2011;
www.guardian.co.uk/football/blog/2011/mar/16/cesar-luis-menotti-argentina

Chapter 5. Piggy in the Middle

1. Hesse-Lichtenberger (2003), p. 113.


2. Jamie Jackson, ‘Arsène Wenger Keeps Faith with Arsenal’s Training Methods’, Guardian, 23
September 2011; www.guardian.co.uk/football/blog/2011/sep/23/arsene-wenger-arsenal-
training
3. 29,688 to be exact.
4. Only two teams had less possession in a match the entire season: West Brom had 26.1%
possession at home against Arsenal, and Blackburn managed the league’s possession low that
year at 24.5% at home against Manchester United.
5. The precise number is 11.393 km; Di Salvo et al. (2007).
6. Carling (2010). Other academic research has shown that more successful teams cover more
distance at high speeds than the less successful teams (Rampinini et al., 2009), and the
number of actions with the ball has increased over time (Di Salvo et al., 2007; Williams, Lee
and Reilly, 1999).
7. Our own analyses of Opta Sports data for three Premier League seasons (2008/09–
2010/11) show that players individually had forty-two possessions per ninety minutes.
8. Brian Burke, ‘Super Bowl XLII and Team Possessions’, 3 February 2008;
www.advancednflstats.com/2008/02/super-bowl-xlii-and-team-possessions.html
9. www.teamrankings.com/nba/stat/possessions-per-game
10. This number includes all possession changes due to unsuccessful passes (including flick-ons
and lay-offs), throw-ins to an opposition player, shots off target, corners conceded, fouls
conceded, unsuccessful dribbles, goals, lost tackles and dispossessions.
11. Excluding blocked shots.
12. Jaeson Rosenfeld, ‘Why Players, Teams Are Undifferentiated On “Passing Skill” ’,
StatDNA.com, 4 May 2011; http://blog.statdna.com/post/2011/05/04/-Differentiation-in-
passing-skill-between-players-and-teams-is-non-existent.aspx
13. The relationship also is very slightly curvilinear, with the gradient increasing more rapidly
for teams completing more than 70% of passes in a match. This means that teams that are
utterly dominant accumulate pass volume more quickly.
14. Hughes, Robertson and Nicholson (1988).
15. Hughes and Churchill (2004).
16. Lawlor et al. (2004).
17. Jones, James and Mellalieu (2004).
18. James Lawton, ‘Barcelona Legend Johan Cruyff at 65 Can Still Teach the Magical Lionel
Messi a Thing or Two’, Independent, 26 April 2012;
www.independent.co.uk/sport/football/news-and-comment/james-lawton-barcelona-legend-
johan-cruyff-at-65-can-still-teach-the-magical-lionel-messi-a-thing-or-two-7679141.html
19. We calculated the outcomes for teams that had more possession than their opponents, that
passed more accurately and played more passes than the league median (50% of the league),
and that turned the ball over less to the other side in a match. We then compared the records
of these teams to those that were less successful on these performance indicators. Possession
is measured as the possession percentage; pass accuracy is the percentage of completed
passes; the number of passes is a simple count of passes; turnover (strict) is the percentage of
recoveries given away in the match relative to the opponent (as defined earlier in the
chapter); and turnover (loose) is the percentage of all lost balls committed by a team.
20. The differences are 1.47 to 1.1 (scored) and 1.15 to 1.54 (conceded) for the stricter
definition of turnovers and 1.44 to 1.13 (scored) and 1.19 to 1.49 (conceded) for the more
inclusive one.
21. For ease of interpretation, we defined possession percentage as Opta Sports do by the
relative percentage of passes in a match.

Chapter 6. The Deflation of the Long Ball

1. Simon Kuper, ‘England’s Overachieving Managers’, Financial Times, 28 January 2012;


www.ft.com/cms/s/2/8de918-481d-11e1-14-00144feabdc0.html#axzz1uNtBtvpK
2. Tomkins, Riley and Fulcher (2010), p. 23, compares all managers who managed at least two
seasons in the Premier League.
3. The precise numbers are as follows. Premier League: 62.39 minutes, La Liga: 61.48 minutes,
Bundesliga: 61.22 minutes, Serie A: 65.15 minutes. Paul Doyle, ‘Number-crunching Makes
Grim Reading for Arsenal’s Defence’, Guardian, 26 May 2011;
www.guardian.co.uk/football/blog/2011/may/26/premier-league-opta-statistics
4. Hughes and Franks (2005).
5. Notice the major outlier on the chart – Wigan. We’ll come back to them in the next chapter.

Chapter 7. Guerrilla Football

1. More specifically, Kuper and Szymanski (2009) studied the wage spending of forty English
football clubs (relative to the average club) across the top two divisions of English football
between 1978 and 1997 to see how well spending on wages can explain (in a statistical
sense) differences in league position. According to their analyses, wages explain 92% of that
variation.
2. A good technical discussion of the importance of money – wages and transfers – and on-field
success can be found on the excellent Transfer Price Index website and the associated
analysis; e.g., see Zach Slaton, ‘A Comprehensive Model for Evaluating Total Team Valuation
(TTV)’; http://transferpriceindex.com/2012/05/ a-comprehensive-model-for-evaluating-
total-team-valuation-ttv/
3. http://swissramble.blogspot.co.uk/2011/06/wigan-athletics-unlikely-survival.html
4. When we estimate a logistic regression of the odds of relegation using twenty years’ worth of
financial data and a club’s wage spend relative to the average in the league, and then plug
the odds for Wigan into the equation calculating the cumulative odds of relegation over five
years, we find that Wigan’s cumulative odds of being relegated over the course of the five
years are closer to 99%, and those of Manchester United are essentially zero.
5. Opta data show that the Latics were among the league leaders for making passes in their own
defensive third of the pitch – as frequently as some of the high-possession teams like Arsenal.
Of course, they didn’t play nearly as many passes as the Gunners in front of the other teams’
goals.
6. A ‘fast break’ is defined by Opta as follows: ‘If possession is won in the team’s defensive half
and within two passes the team is in the final third [of the opposition team’s half] and there
is a shot, the pattern of play is logged as a fast break (counter attack)’.
7. www.zonalmarking.net/2012/05/16/wigan-stay-up-after-a-switch-to-3-4-3/
8. Vialli and Marcotti (2006), p. 136.
9. Malcolm Gladwell, ‘How David Beats Goliath – When Underdogs Break the Rules’, The New
Yorker, 11 May 2009;
www.newyorker.com/reporting/2009/05/11/090511fa_fact_gladwell
10. Ibid.
11. David Whitley, ‘ “Perception of Craziness” or Flat-out Football Genius?’, Sporting News, 30
September 2011; http://aol.sportingnews.com/ncaa-football/story/2011-09-30/perception-
of-craziness-or-flat-out-football-genius. See also Romer (2006).
12. Jeff Ma, ‘Belichick Was Right’; www.huffingtonpost.com/jeff-ma/belichick-was-
right_b_358653.html
Chapter 8. O! Why a Football Team Is Like the Space Shuttle

1. Cited by Simon Kuper, ‘A Football Revolution’, Financial Times, 17 June 2011;


www.ft.com/cms/s/2/9471db52-97bb-11e0-9c37-00144feab49a.html
2. Chris Ryan, ‘Upstairs, Downstairs: Riding the Roller Coaster of Promotion and Relegation in
English Football’; www.grantland.com/story/_/id/6744366/upstairs-downstairs
3. Jacob Steinberg, live match report, Guardian, 30 May 2011;
www.guardian.co.uk/football/2011/may/30/reading-swansea-championship-play-off-live
4. We are assuming that the average talent levels are roughly similar. If we pulled Carles Puyol
out of Barcelona’s back line and, with a nod to Monty Python’s famous skit, substituted the
real Socrates – the inquisitive Greek and not the brilliant Brazilian – in a match against
Spanish third-tier team, Melilla, Socrates would be the worst player on the pitch but the
Blaugrana would be likely to cruise to victory. However, this philosophically weakened
Barcelona might well struggle against a second-tier club such as Girona whose talents begin
to approach those of the big club and who would question Socrates relentlessly down the
right side of the offensive half.
5. Kremer (1993), pp. 557, 551. One of the more rigorous applications of the O-ring theory is
a recent paper by a pair of economists examining changes in the size, operations and wages
of hog farms (see Yu and Orazem, 2011). The weak links in hog farms include viruses,
infections and waste disposal.
6. Alex Miller and Nick Harris, ‘REVEALED: Official English Football Wage Figures for the Past
25 Years’; www.sportingintelligence.com/2011/10/30/revealed-official-english-football-
wage-figures-for-the-past-25-years-301002/
7. The precise multipliers are 1.9, 2.9 and 5.5.
8. We made that up. Actually they have a Physiotherapist, too.
9. Honigstein (2008), pp. 55–6.
10. Vöpel (2006).
11. For more information on the rankings see www.castrolfootball.com/rankings/rankings/
12. MIT Sports Analytics Conference, 2011; www.sloansportsconference.com/?p=626
13. Because the Castrol ratings are based on an evaluation of on-field events – touches, tackles,
passes, etc. – during actual games, they contain a couple of biases. First, those players on the
tail-end of a club’s roster who receive little to no playing time are assigned very low scores.
Presumably, the relative talent levels of the eighth and fourth midfielders – a rare substitute
and steady starter, respectively – on Lazio’s 2010/11 roster are much closer than the ratio of
their Castrol points (36/555 = 0.065). Cristian Brocchi, in this example, cannot have
fifteen times more talent or be fifteen times more inherently productive than Pasquale
Foggia. Accordingly, the ratings are really only valid for those players who appear on the
pitch with some regularity, and we have designated a team’s eleventh-ranked player as its
weak link. The second bias concerns the overrating of goalkeepers. For many weaker teams,
the player with the most Castrol points, sometimes by a wide margin, is their keeper. For
example, Chievo Verona finished in the bottom half of the Serie A table in 2010/11, and
their goalkeeper, Stefano Sorrentino, had 737 Castrol points, while their second-ranked
player, forward Sergio Pellissier, was scored much lower at 595 points. In fact, those clubs in
Europe whose best player, according to Castrol, was a netminder were outscored by an
average of ten and a half goals while those whose best player was not a keeper outscored
their opponents by an average of three and a quarter goals. So, for the analyses that follow
we will designate as a club’s strongest link their most highly rated field player. No
goalkeepers, much as it pains Chris to admit this, allowed.
14. Wilson (2009), pp. 347–8, emphasis added.
15. Ibid., p. 314. This anecdote begs a lot of questions of course: really, never scored once, even
on a deflection? Why didn’t Gullit and van Basten organize their side? Shouldn’t they have
had a few guys sit on the sidelines so as to leave more space on the half-pitch and then
organize midfield and attack lines? Isn’t Sacchi really saying that a defence with superior
players and with outstanding synchronization, that is, no weak links, will beat the most
talented and advantaged offence? This exercise is also the ultimate demonstration that
possession in and of itself does not win matches.
16. Ibid., p. 236, emphasis added.
17. ‘The Godfather of Models’; www.komkon.org/~ps/DK/zelen.html
18. One explanation for the big gap between Messi’s club and national team performances is that
the weakest links for Barcelona (the most error-prone player, the least reliable connection
and understanding between two players) are very much stronger than the weakest links for
Argentina. There is an interaction between the numbers for all players, including the
strongest and weakest links. Here, in the interest of keeping the analysis relatively simple, we
are not accounting for this additional interaction and multiplying.
19. Quantitatively able readers will note that the Messi problem is that of a significant outlier,
and that we could also solve the problem by simply using ranks. With this method, the gap
between Messi and Benzema (one step) is the same as that between Hummels and Piqué. The
cost of using ranks is that in the middle of the talent distribution, where most players reside,
ranks create relatively large differences where raw scores are quite close. Moreover, the
regressions that follow look quite similar if ranks are substituted for relative quality.
20. We conducted linear regression analyses of clubs’ goal differences and points, using strong-
and weak-link scores as independent variables. The regression employs robust standard errors
using the Castrol Edge rankings for the 2010/11 season. We control for differences across
leagues by including dummy variables for four of the five leagues.
21. In our data the correlation is 0.57, which means that one explains about a third of the
variation in the other.

Chapter 9. How Do You Solve a Problem Like Megrelishvili?

1. Excluding goalies, whose possession of the ball while they wave their forwards forward or
gripe to their defenders about their defending and the insult of having to make a save, may
sometimes take a few per cent of the game.
2. Mathematically, with the multiplicative production function, the total might increase
because you’re no longer multiplying the product of the qualities of the best ten players by a
small fraction such as 65% or 43% that represents the weak link’s efficacy.
3. Robin van Persie’s red card for shooting after the whistle in Arsenal’s Champions League
match against Barcelona in 2010, a whistle he might not have heard over the 95,000
screaming fans, stands as a stark counter-example. There are, of course, others, but it
remains true that the worst players attract a bigger share of dismissals.
4. See Jaeson Rosenfeld of StatDNA for a similar conclusion using statistics from Brazilian Serie
A: http://blog.statdna.com/post/2011/03/18/Impact-of-Red-Cards-on-net-goals-and-
standings-points.aspx
5. For the statistics-enamoured: we ran an ordered logit regression with home advantage, shots,
goals, fouls against and red cards received in a match, along with dummy variables for the
leagues (using the Premier League as the residual category).
6. Other analysts have come to a similar conclusion about the effects of red cards. Jan Vecer,
Frantisek Kopriva and Tomoyuki Ichiba of Columbia University, for example, examined the
effect of red cards on match outcomes in the 2006 World Cup and the 2008 Euros. Using
the instantaneous shift in the betting markets when one side receives a red card, they found
that the scoring intensity of the penalized team falls by a third while the scoring intensity of
the opponent rises by a quarter (Vecer, Kopriva and Ichiba, 2009). Another statistical paper
based on data from the Bundesliga showed that a red card cost the home team 0.30 expected
points, while its effects on the visiting team depended on the time of the card – at the
thirtieth minute, the visitors lose almost half an expected point, but if the red card is
awarded after the seventieth minute, they can play defensively and, on average, get away
with losing no points (Mechtel et al., 2010).
7. Jonathan Wilson, ‘The Question: Why is Full-back the Most Important Position on the
Pitch?’, Guardian, 25 March 2009; www.guardian.co.uk/football/blog/2009/mar/25/the-
question-full-backs-football
8. Kuper (2011), p. 69.
9. Michael Cox, ‘Did Manchester United Deliberately Target Gael Clichy?’;
www.zonalmarking.net/2010/02/02/did-manchester-united-deliberately-target-gael-clichy/
10. Phil McNulty, BBC match report;
http://news.bbc.co.uk/sport2/hi/football/eng_prem/8485984.stm
11. Wilson (2009), p. 312.
12. Andy Brassell, ‘Retro Ramble: AC Milan 5 Real Madrid 0, 19th April 1989’;
www.thefootballramble.com/blog/entry/retro-ramble-ac-milan-5-real-madrid-0-19th-april-
1989
13. Goldblatt (2008), p. 432.
14. Quoted Wilson (2009), p. 173.
15. Del Corral, Barros and Prieto-Rodriguez (2008).
16. Myers (2012).
17. There are a few other conditions limiting this optimal substitution algorithm – no red cards
for either side, no injury replacements and no extra time.
18. Carling et al. (2010).
19. Carling and Bloomfield (2010).
20. Carling et al. (2010), p. 253.
21. Henle (1978).
22. Kerr and Hertel (2011).
23. Pat Forde, ‘ “No Way” Turns into “No Quit” for Lezak, Men’s Relay Team’;
http://sports.espn.go.com/oly/summer08/columns/story?
columnist=forde_pat&id=3529125
24. Lisa Dillman, ‘A Team Player Who Rises to the Challenge’, Los Angeles Times, 12 August
2008; http://articles.latimes.com/2008/aug/12/sports/sp-olylezak12
25. Hüffmeier and Hertel (2011).
26. In the business world, supermarket cashiers have manifested the Köhler effect due to social
comparison when a more productive cashier takes the helm in a check-out lane near them
(Mas and Moretti, 2009).
27. Allen Iverson news conference transcript, 10 May 2002;
http://sportsillustrated.cnn.com/basketball/news/2002/05/09/iverson_transcript/
28. Quoted in Grant Wahl, ‘The World’s Team’, Sports Illustrated, 8 October 2012.
29. This section is based on the fabulous work and paper by Hamilton, Nickerson and Owan
(2003).
30. In keeping with standard economic models, Koret management believed that a piece-rate
system would generate maximum effort from each worker, which would then translate into
the fastest possible stitching. If each stitch in a skirt was done as quickly as possible, then
surely the piece-rate system was maximizing productivity. It’s classic Adam Smith/Charlie
Chaplin labour economics: thorough division of labour down to the narrowest task (Charlie
twisting two bolts), and then monetary incentives to focus the mind and produce the effort
(1/100¢ per twist).
31. Hamilton, Nickerson and Owan (2003), pp. 468–9.
32. Berg et al. (1996).
33. Franck and Nüesch (2010).
34. Ibid., pp. 220–21.

Chapter 10. Stuffed Teddy Bears

1. ‘England’s Longest Serving Football Manager’;


www.bbc.co.uk/liverpool/content/articles/2008/11/06/north_west_football_
manager_s14_w8_feature.shtml
2. We will do this at a broad enough level that allows us to encompass both managers who act
like head coaches and those who are delegators and administrators.
3. Carlyle (1840), pp. 1–2.
4. Ibid., pp. 12–13.
5. Ibid., p. 13.
6. Ronay (2010), Introduction.
7. Cited in Ken Jones, ‘Searching for the Secrets of Shankly’, Independent, 23 February 1996;
www.independent.co.uk/sport/searching-for-the-secrets-of-shankly-1320604.html
8. Carlyle (1840), p. 17.
9. Barney Ronay, ‘Football Managers: Camel Coat Optional’, Guardian, 12 August 2009;
www.guardian.co.uk/football/2009/aug/12/football-managers-leadership
10. Or, even any gargantuan critic – Sam Allardyce, bemoaning his fate to lead mainly small,
under-resourced clubs said in the autumn of 2010, ‘I’m not suited to Bolton or Blackburn, I
would be more suited to Inter or Real Madrid. It wouldn’t be a problem to me to go and
manage those clubs because I would win the double or the league every time. Give me
Manchester United or Chelsea and I would do the same, it wouldn’t be a problem.’ Tomkins,
Riley and Fulcher (2010), p. 35.
11. This means that the statistical model’s so-called r-squared was 0.89. Kuper and Szymanski
(2009).
12. Ibid., p. 111.
13. Kuper and Szymanski (2009) disagree; they argue that the market for managers is
inefficient. Therefore, the amount of variation in league position explained by the wage data
reflects player talent, not managerial talent. After all, if there is more randomness in good
managers ending up with good clubs, then the market for managers should be less efficient.
14. There is a strong correlation between a club’s transfer spend and spending on wages. See
Zach Slaton, ‘A Comprehensive Model for Evaluating Total Team Valuation (TTV)’;
http://transferpriceindex.com/2012/05/a-comprehensive-model-for-evaluating-total-team-
valuation-ttv/
15. Kuper and Szymanski (2009) say that the ‘correlation’ drops to 70%. This statement is
slightly confusing to the statisticians in us, as correlations are typically not expressed in
percentage terms. A correlation of 0.7 would translate to 49% of the variation in league
position explained by wages year on year.
16. Bridgewater (2010).
17. The debate over whether football clubs are utility- or profit-maximizing organizations is
several decades old. For a nice overview of the various issues involved, see Szymanski and
Kuypers (1999), or Szymanski (2009).
18. Heuer et al. (2011).
19. For the statistically minded, the question is this: do you compare the significant coefficients
on the CEO fixed-effects variables to those of industry and firm in the overall regression or to
the size of the residual?
20. Keri (2011), p. 13.
21. Ibid., p. 119.
22. A fine example of the mechanical is this passage from Dawson, Dobson and Gerrard (2000),
p. 401:
Firms are organizational and technical units for the production of commodities. The
production process involves the transformation of factor inputs into product outputs.
The production function represents the technical relationship between inputs and
outputs. As a theoretical concept the production function is usually based on the
assumption of full technical efficiency such that output is maximized for any given level
of inputs (or inputs are minimized for any given level of output).
23. The logic is doubtful: we find it hard to believe that doubling or tripling the wages of
Wigan’s squad will turn them into Champions League contenders.
24. Bennedsen, Pérez-González and Wolfenzon (2010).

Chapter 11. The Young Prince

1. Gabriele Marcotti, ‘Meet Portugal’s Boy Genius’, Wall Street Journal, 5 October 2010;
http://online.wsj.com/article/
SB10001424052748704380504575530111481441870.html
2. Katy Murrells, ‘Chelsea an “Embarrassment” to League and Next Manager Faces “Hell” ’,
Guardian, 5 March 2012; www.guardian.co.uk/football/2012/mar/05/chelsea-manager-
scolari-villas-boas
3. Keri (2011), p. 101.
4. As quoted in Vialli and Marcotti (2006), p. 121.
5. The study sought to explain how a club’s table position was affected by manager
characteristics and club wages. Bridgewater, Kahn and Goodall (2009).
6. As quoted in Vialli and Marcotti (2006), p. 115.
7. Bridgewater Kahn and Goodall (2009), p. 17.
8. Michaels, Handfield-Jones and Axelrod (2001), p. 101.
9. Ibid.
10. It’s an amusing image though – the Newborn World Cup. You can almost hear Alan Smith
criticizing the neonate for an awfully heavy and awkward first touch. The media pile on: all
England ever produce are babies who play inelegant route one 4–4–2 football, choke in the
big competitions, are terrible at penalties and dirty their nappies.
11. Sloboda et al. (1996).
12. Duncan White, ‘André Villas-Boas: Chelsea’s New Manager Who Has Dedicated Himself to
Football’, Telegraph, 25 June 2011;
www.telegraph.co.uk/sport/football/teams/chelsea/8597265/Andre-Villas-Boas-Chelseas-
new-manager-who-has-dedicated-himself-to-football.html
13. ‘Terry Venables: Fernando Torres Needs to Forget about Scoring’, Sun, 16 September 2011;
www.thesun.co.uk/sol/homepage/sport/football/3819274/Terry-Venables-Fernando-
Torres-needs-to-forget-about-scoring.html?OTC-RSS&ATTR=Football
14. Groysberg (2010), p. 40.
15. This is a larger commitment for a club or organization than just refusing to interview outside
candidates. The club must put systems in place and dedicate resources to grooming and
developing assistants and making them ready for promotion when the time comes. American
sports franchises are much more successful in fostering the talents of their assistant coaches
and preparing them for the job of head coach than are European football clubs.
16. Didier Drogba, C’était Pas Gagné, Paris: Editions Prologations, 2008. Quoted in Kuper and
Szymanski (2012), p. 31.
17. A figure of 40% hits hasn’t been seen in Major League Baseball since Ted Williams had a
batting average of .406 in 1941.
18. Data from Nate Silver on the Baseball Prospectus website:
www.baseballprospectus.com/article.php?articleid=1897
19. For Norway see Arnulf, Mathisen and Haerem (2012); for Germany see Heuer et al. (2011);
for Italy see De Paola and Scoppa (2009); and for England see Dobson and Goddard (2011).
20. ter Weel (2011).
21. Ben Webster, ‘Speed Camera Benefits Overrated’, The Times, 16 December 2005.
22. www.nobelprize.org/nobel_prizes/economics/laureates/2002/kahneman-autobio.html
23. Kelly and Waddington (2006).
24. Okwonga (2010), pp. 138–9.
25. Gallimore and Tharp (2004); Becker and Wrisberg (2008).
26. Quoted in Kelly and Waddington (2006).
27. Quoted in Ericsson, Prietula and Cokely (2007).

Chapter 12. Life During the Reformation

1. Simon Burnton, ‘Billy Beane Leaves Moneyball Behind to Refocus on Statistical Truths’,
Guardian, 22 March 2012; www.guardian.co.uk/sport/2012/mar/22/billy-beane-
moneyball

2. Simon Kuper, ‘Sky-blue Thinking’, Financial Times, 27 August 2012;


2. Simon Kuper, ‘Sky-blue Thinking’, Financial Times, 27 August 2012;
www.ft.com/cms/s/2/04e0e834-e6c5-11e1-af33-00144feab49a.html#axzz26iYkWJez
3. Steve Lohr, ‘The Age of Big Data’, The New York Times, 11 February 2012;
www.nytimes.com/2012/02/12/sunday-review/big-datas-impact-in-the-world.html?
pagewanted=all&_r=0
4. Barney Ronay, ‘Euro 2012: Valeriy Lobanovsky, King of Kiev Who Was Before His Time’,
Guardian, 15 June 2012; www.guardian.co.uk/football/blog/2012/jun/15/euro-2012-
valeriy-lobanovsky-kiev
5. Grund (2012).
6. Tomkins, Riley and Fulcher (2010), p. 56.
7. Lothar Gorris and Thomas Hüetlin, ‘The Pitch Is a Jungle’, Der Spiegel, 30 June 2006;
www.spiegel.de/international/spiegel/interview-with-football-philosopher-jorge-valdano-the-
pitch-is-a-jungle-a-424493-2.html
8. The part about untested players being Moneyball-like, the part about paying a lot not.
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Acknowledgements

It was 1974. My best friend and I were eight, two boys captivated by
the World Cup being played in West Germany, following every twist and
turn of the tournament’s progression with intense interest.
The football was just one side of it. We were equally fascinated by
gathering the collectable cards published for the tournament, using them
to compare Germany’s Franz Beckenbauer to the Netherlands’ Johan
Cruyff, or Sepp Maier to Poland’s awe-inspiring keeper Jan
Tomaszewski.
But we had another, more analytical use for the cards: we wanted to
know which players were most famous, and which ones most popular.
So we took pencil and paper and made our way to the town square.
There, overcoming our shyness, we approached passers-by and asked
them a simple question as we showed them a random sample of pictures
with players on them:
‘Do you know who this is?’
If they said no, we let them go and marked the player’s name on our
sheet with a no. If they said yes, we asked them whether they liked the
player, and we put a mark on our sheets next to his name if they said
yes.
I don’t remember who ‘won’, but I’m pretty sure it was Beckenbauer
or Gerd Müller – the Bomber; certainly not Paul Breitner, too
counterculture for this sleepy conservative town. That year was also the
summer I started playing football, re-enacting the day’s matches in a
small alleyway near my house with friends. I would always end up
playing in goal.

For Germans, 1974 was a memorable anniversary – twenty years after


For Germans, 1974 was a memorable anniversary – twenty years after
the Miracle of Bern, another World Cup when a West German side beat
an allegedly superior team, with Holland in the role occupied in 1954
by Hungary.
A few years later I met Fritz Walter, captain and hero of West
Germany’s conquering 1954 side when he came to visit with a team of
youngsters selected to represent the region’s football association in
Koblenz. I was overawed – even more than Konrad Adenauer, West
Germany’s first post-war Chancellor, Walter personified West Germany’s
becoming a new country. So 1974 was the year I became a football
player and – in hindsight – the year I became an analyst, too. I ended up
playing, as a goalkeeper, for a number of years, earning a few
Deutschmarks along the way. When I realized I was not cut out to make
it as a professional, I hung up my gloves and went to university instead,
eventually earning a PhD and becoming a professor at an Ivy League
university in the United States. For over twenty years, I taught political
economy and political sociology. At that point, the numbers game was
far from my mind.

When Dave and I started talking about football, it was just one of those
chats about Stoke’s Rory Delap and his spectacular throw-ins. Dave is a
neighbour and friend, a fellow academic and economist. But more than
that, Dave, growing up steeped in basketball and baseball, is another
who found himself collecting cards as a child, drawn as much to the
pictures of the stars on the front as the mountain of statistics on the
back.
In his case, the cards in question were the 1969 edition of Topps’
baseball series. Dave’s beloved Chicago Cubs, that year, had a talented
team with an infield of Ron Santo, Don Kessinger, Glenn Beckert, Ernie
Banks and Randy Huntley, but withered as the season wore on and
eventually lost the Eastern Division to the New York Mets. Every dime
Dave had went on packs of those cards in the hope of collecting the
entire Cubs’ roster; not simply to have pictures of his heroes, but for the
statistical tables on the reverse side, just the kind of mound of data a
maths-loving kid could pore over.
The obsession with numbers never disappeared. Later, as a southpaw
pitcher for Harvard, Dave would study his own statistics before and after
starts and he would chart the pitches of his teammates when they were
on the mound. Not being blessed with an overpowering fastball, he had
to be crafty and analytical. The numbers gave him an edge.
It should be no surprise that, to a former pitcher, Delap’s powerful
hurling of the ball was eye-catching; to the analyst in him, the natural
reaction to such a phenomenon was to prompt and probe and question.
The trouble was, I didn’t have too many good answers. So off we
went, talking more frequently and then more seriously – about football,
and about football numbers. Why teams win and lose; how you can spot
a good player or manager; what it is that makes football football. The
end result is this book.

In the process of working together, we have figured out one simple


truth: Just as it takes a team to win a football match, it takes a team of
great friends and colleagues to write a book. A community of people
helped us by being generous with their time, as well as honest, kind and
helpful. In the process of writing this book we incurred a good number
of debts that we happily acknowledge here. None of them share any of
the blame for our mistakes, since it’s become readily apparent to us that
we are the weak links in this network of very smart people.
We are grateful to all those who graciously and generously gave of
their time to help us understand various facets of the professional game,
football analytics and the history of the numbers game, including
Duncan Alexander, Peter Ayton, Rob Bateman, Matthew Benham, Amit
Bhatia, Jonas Boldt, Nick Broad, Steve Brown, Mark Brunkhart, Andy
Clarke, Phil Clarke, John Coulson, Gabriel Desjardins, Matt Drew,
Michael Edwards, Gavin Fleig, Gary Fulcher, Simon Gleave, Ian Graham,
Paul Graley, Howard Hamilton, Keith Harris, Steven Houston, Dan
Jones, Don Kirkendall, Simon Kuper, Mitch Lasky, Keith Lyons, Scott
McLachlan, John Murtough, Boris Notzon, David Paton, Kris Perquy,
Richard Pollard, Clive Reeves, Graeme Riley, Jaeson Rosenfeld, Sarah
Rudd, Robin Russell, Ishan Saksena, Barry Simmonds, Zach Slaton,
James Smith, Rod Smith, Stefan Szymanski, Paul Tomkins and Blake
Wooster. Thanks also to all those who wished to remain anonymous –
you know who you are.
It would be impossible to write a book on football as the numbers
game without access to data. We are grateful to the open-handed people
at the leading data providers, who took a respite from the fierce
competition to supply us with very high-quality numbers and much
encouragement in our research and writing: Matt Drew and John
Coulson at Opta, Jaeson Rosenfeld at StatDNA and Simon Gleave at
Infostrada. Thanks also to Tony Brown of soccerdata.com who provided
the English football league data we used in Chapter 2.
A million thanks to our amazing agent, David Luxton. We are deeply
indebted to David’s unerring judgment and diplomatic touch – thanks
for taking a gamble on us and for repeatedly saving us from ourselves!
Many thanks also to the midwives (Raphael Honigstein and Jonathan
Wilson) who facilitated our collaboration with David. Their Inverting
the Pyramid and Englischer Fussball and other writing continue to be an
inspiration!
We are deeply indebted to editor extraordinaire and brilliant
wordsmith Rory Smith. Without Rory, this book would have been a
meandering, overly technical, academic journey through Chris and
Dave’s brains, rather than a football book. He is one of football
journalism’s most impressive minds.
Although this title isn’t a biography of an ex-player, Joel Rickett at
Penguin wasn’t afraid to think there might be potential in a book about
football numbers. We obviously think he made the right call, possibly
based purely on instinct rather than the numbers, and clearly a
willingness to defy convention (along with a deep curiosity about
corners). Thanks also to Joel’s colleague Ben Brusey for giving the book
such a careful read, and to Trevor Horwood for helping us keep our final
mistake count below Lobanovskyi’s threshold.

We are grateful to colleagues and friends who answered lots of


We are grateful to colleagues and friends who answered lots of
seemingly random questions and provided plenty of helpful hints on
short notice without compensation other than a heartfelt ‘Thank you!’
They are Tom Gilovich, Raphael Honigstein, Ben Sally, Bryce Corrigan,
Robert Travers, Pete Nordsted, Simon Hix and Kirk Sigel.
For comments and feedback at an early stage, we thank David Rueda
and Derek Chang. Without Derek this book wouldn’t exist.
Many thanks also to the ever cheerful Ramzi Ben Said and Judith
Ternes who provided excellent research assistance along the way. We are
also grateful to Stephanie Mayo for helping us track down clubs’
financial data.
We would like to thank the office away from the office, Ithaca Bakery
at Triphammer Mall in Ithaca, NY, where many of the ideas in the book
were concocted over bagels and coffee. Chris would like to thank the
staff at Gimme Coffee on Cayuga, the Amit Bhatia Olin Library Café,
The Shop and The Big Red Barn for patience with this particular
customer who spent days on end sitting and typing away in a corner, but
consuming relatively little coffee. Dave would like to thank his dog and
two cats for making room out on the porch so he could write.
Finally, we are grateful to our own teams: Kathleen O’Connor, Nick
and Eli Anderson, Serena Yoon and Ben, Mike, Tom and Rachel Sally.
Our home field advantage lies solely in their enthusiasm, motivation and
unwavering support – and, truth be told, the occasional taunting chant,
one that we know is always full of love.
THE BEGINNING

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VIKING
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Penguin Books Ltd, Registered Offices: 80 Strand, London WC2R 0RL, England
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First published 2013
Copyright © Chris Anderson and David Sally, 2013
The moral right of the authors has been asserted
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Typeset by Jouve (UK), Milton Keynes
ISBN: 978-0-241-96363-0

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