NC State Tournament Outlook

It won’t surprise anyone that I’ve been thinking a lot about NC State. How exactly did they do what they did last week? Is their improvement real? What should we expect on Thursday?

What happened last week is a good reminder that teams are not static. During the course of the year, there are injuries, there are changes to the rotation, coaches keep coaching and making adjustments, players improve and figure things out, players go through slumps and lose confidence. All of those dynamics affect the team’s performance.

The numbers for NC State tell a story. In the first half of the year, they were a good defensive team and a mediocre offensive team. In the second half of the year, they improved considerably on offense, but regressed on defense. In the ACC Tournament, they put both together. That’s what enabled them to do what they did.

Let’s draw a line after the Syracuse game on January 27. Up to this point in the season, the Wolfpack was 13-7, 5-4 in the ACC. They were ranked #78 in kenpom, #100 in offensive efficiency and #54 in defensive efficiency. They had had several games where they were rotten on offense: Ole Miss, Notre Dame, Carolina, at Virginia, at Syracuse. But they had had a couple of terrific games on defense (Carolina, Virginia) and several others where they were very good (Notre Dame, at BC, Vanderbilt, Wake).

Going into the ACC Tournament, NC State’s overall kenpom ranking hadn’t changed much at 76. But the composition changed a lot. Their offensive ranking had improved from 100 to 69, while their defensive ranking had regressed from 54 to 104. Starting with the Wake Forest game on February 10, the Wolfpack’s average adjusted offensive efficiency rating over their last eight regular season games was 121 points per 100 possessions, with no single game less than 119. For reference, 121 is a Top 10 offense. It’s the level of Gonzaga, Arizona, and Duke.

So NC State clearly had found some things on offense, but it was hard to tell by wins and losses in the second half because a) their defense was inconsistent and b) their schedule was harder.

In the ACC Tournament, somehow it all came together. Offensively, they essentially continued to play at the same level they had been, which again is Top 10. Keeping in mind that 120 is a Top 10-level adjusted offensive rating, their ratings for each game were:

  • Louisville – 125.7
  • Syracuse – 117.2
  • Duke – 116.1
  • Virginia – 121.9
  • Carolina – 128.0 (this was State’s second-highest offensive rating of the year, after their home win over Virginia)

But the really surprising thing is how much their defense improved after the first game against Louisville. Their adjusted defensive ratings were:

  • Louisville – 123.5
  • Syracuse – 90.5
  • Duke – 85.9
  • Virginia – 103.3
  • Carolina – 92.9

Duke was their second-best defensive game of the year, Syracuse was fourth-best, and Carolina was sixth-best.

I don’t have any quantitative analysis that would shed light on why their defense was better. But I did watch the games, and my thought is that it’s a combination of greater effort and focus, improvement by Diarra, and luck.

This is an interesting thing to think about. Would you rather be a good offensive team and an OK defensive team, or an OK offensive team and a good defensive team? The data suggest that offensive-oriented teams typically perform slightly better in the postseason than defensive-oriented. Why is that? My theory is essentially that defensive performance is more dependent on effort, whereas offensive performance is more dependent on skill. And for that reason, defense can be “turned on”, up to a point. But you can’t really “turn on” your offense. If you don’t have good shooters and good passers, no amount of effort is going to make up for that.

Of course there is such as thing as defensive skill as well, and a poor defensive team can’t turn themselves into Virginia just by playing harder. But I do think defensive performance is more variable with effort. Watching NC State this year, I think Morsell and Taylor were capable of being good defenders, but there were games they couldn’t seem to stay in front of anybody. But in the tournament, you could see the exceptional effort. Morsell in particular was really digging in. The increased effort was also evident in transition defense which was visibly improved in the tournament.

Then Mo Diarra started being a rim protector. In State’s last 12 games, Diarra is averaging 1.9 blocks per game, which would be second in the league if he had done it for the whole year. The uncontested layups which seemed so frequent in February were much less frequent in the tournament.

There was some luck, too. From three-point range, Syracuse was 6-19, Duke was 5-20, Virginia was 9-28, Carolina was 8-30. That’s a collective 29%. Some of that was good perimeter defense, yes, but some of it was just guys missing shots that they might make another day. I’m not convinced that State suddenly has a suffocating three-point defense.

Going back to offense… what changed from the first half of the season to the second? As you might expect, it wasn’t just one thing. Jayden Taylor played much better. He had an outstanding run the last six games of the regular season. Diarra also improved on the offensive end, becoming a legitimate threat from three and contributing a few buckets off the offensive glass and even off the dribble as well.

But what really stood out in the tournament was the play of O’Connell and Burns. As for O’Connell, in the regular season he had a total of three double figure scoring games. There were a lot of games where it seemed like he was just out there taking up space. He had some decent assist games, but he also had a lot of games with 3 points and 1 assist in 25 minutes or something like that. Not really making an impact. He had attempted only 25 free throws all year heading into the tournament.

And then he scored double figures in all five games in the tournament, going 9-16 from three, 15-18 from the line, and looking like a completely different player on the offensive end. I don’t really have an explanation for it. O’Connell is not a young player, having played 125 games in his career, and it would be unusual for a player like that to suddenly take a quantum leap forward. He has never been a scorer. He is a career 31% three-point shooter, which is not very good. I don’t know whether the coaches have been on him to shoot more, or if he decided on his own, but he clearly came into the tournament with a more aggressive mindset offensively, and once a few shots started going down, it fed his confidence.

O’Connell’s improved play is directly related to Burns’ performance. Burns has always been a skilled and unique offensive player, but the tournament was the best stretch of his career. I saw two things. One, Taylor’s, O’Connell’s, and even Diarra’s improved offense makes it much tougher to defend Burns. For a good portion of the season, the only real perimeter threat they had was Horne. Taylor was shooting poorly and O’Connell and Diarra weren’t shooting at all. It allowed their defenders to help on Burns with relative impunity. But with Taylor, O’Connell, and Diarra being threats to score, the situation changes completely. Choosing to double-team Burns means leaving a good offensive player open. Most teams therefore chose not to double team Burns, but when they did, he burned them.

That brings me to the other change I saw in Burns. He put a little Tyler Hansbrough in his game, which is to say, he did a better job of using his size and strength to get closer to the basket and get an easier shot. As big and skilled as Burns is, he winds up taking a lot of difficult shots. He shot 52% from the field this year, which is not bad, but it’s not that good either for a guy who is 6’9″ and 300 lbs. I’ve often thought that because he does have such nice touch, he falls in love with that a little bit and takes an 8-footer when he could use his size to get a 3-footer.

Then, too, I think the knowledge that teams weren’t double-teaming him gave him more time to work and get closer to the basket. In the past, he’s had to be mindful of going quickly and getting a shot off before the double team comes. In the tournament, he knew that teams weren’t going to double, and he could take 10 seconds to back a guy down and get a point-blank shot.

So I think all of that worked together to create offensive synergies for the Wolfpack. Will it carry over into the tournament? Anything can happen in a single game, but I think most of the improvements they’ve shown are real and sustainable. They now have 13 straight games with an offensive efficiency of 116 or better, which is outstanding. I’m not convinced that O’Connell will continue to be a threat offensively, but they have enough different ways to score now that I expect them to be a good, Top 20-type offensive team from here on out.

I have no doubt that teams, especially with time to prepare, will try to throw new wrinkles at them. But I will say this. Great offensive basketball is not primarily about being opportunistic and taking what the defense gives you; it’s about running stuff that the other guys know is coming and can’t stop. I think you saw in the tournament that NC State has some of that now. With the emergence of other scorers, the maturation of Burns, and the variety and efficiency of DJ Horne, defenses have to make some very difficult choices. Nothing could be more telegraphed in terms of what is coming than when Burns gets the ball, but the defenses in the tourney were at a loss for what to do about it. Most of them chose to defend Burns one-on-one, and he scored. If they doubled him, he passed to a teammate who was in favorable scoring position. I don’t think that fundamental dilemma is going to change in the NCAA Tournament.

What I am more skeptical of is whether NC State can maintain the defensive efficiency they showed in the tournament. I expect their effort to be excellent, but their fundamentals are shaky. They make mistakes in defending ball screens. They get beaten in transition. They give up back doors. Guys lose assignments for a second and give up open threes. All it’s going to take is a team having a good shooting night. But the way they’re playing offensively, it’s possible they could score enough points to survive a shaky defensive performance.

Watch the officiating as well. I loved the way the ACC Tournament was officiated. The officials let the players play and stayed in the background, which is the way it should be. Keatts’ teams at State, including this year’s team, have been high foul teams. That has hurt them at times, both from guys getting in foul trouble, but also from sending the other team to the line. But other than Horne in the Carolina game, State had no significant foul trouble issues, and they shot 128 free throws in the tournament to their opponents’ 65. If the upcoming games are called more closely, it could hurt State. I expect teams to try very hard to get Burns in foul trouble and get him out of the game. Watch for an early flop on a Burns back down to see if they can get the officials to bite.

I think the biggest stat to watch will be Texas Tech’s three-point shooting. If they shoot 6-for-27, State will win; 11-for-21 and we’ll be headed back to Raleigh. Also watch the foul situation closely. State cannot afford a major imbalance at the free throw line and they can ill afford foul trouble for Horne or Burns.

NC State’s 2020 Tournament Chances

I thought about copying and pasting this article from last year and see if anyone would notice… it does seems to be a rite of spring for Kevin Keatts’ Wolfpack – the Bubble Watch. And this year is no different. The Wolfpack’s profile is quite different from last year, when they played a weak non-conference schedule and lacked marquee wins. This year, they beat Wisconsin and Duke at home and Virginia on the road, so they have enough good wins, but sweeps at the hands of Carolina and Georgia Tech, along with a loss at Boston College, have seemingly cancelled out those good wins. And so the Wolfpack find themselves right around the cut line. Again.

There are lots of ways to look at this, but the one I like is this one. There are 68 teams in the field. 12 teams have already punched their tickets:

  • Atlantic Sun: Liberty
  • Big South: Winthrop
  • Colonial Athletic: Hofstra
  • Horizon League: Northern Kentucky
  • Ivy League: Yale
  • Missouri Valley: Bradley
  • Mountain West: Utah State
  • Northeast: Robert Morris
  • Ohio Valley: Belmont
  • Southern: East Tennessee State
  • Summit League: North Dakota State
  • West Coast: Gonzaga

That leaves 56 bids. Of the 56, 12 more will come from the champions of one-bid leagues:

  • America East
  • Big Sky
  • Big West
  • Conference USA
  • MAAC
  • MAC
  • MEAC
  • Patriot
  • Southland
  • Southwestern Athletic
  • Sun Belt
  • WAC

So that leaves 44 bids, 36 at-large bids and 8 bids for the champions of the multi-bid leagues whose tournaments are not yet decided:

  • ACC
  • American Athletic
  • Atlantic 10
  • Big 10
  • Big 12
  • Big East
  • PAC 12
  • SEC

I am making the call that there are 36 locks for those 44 bids:

Arizona
Auburn
Baylor
Butler
BYU
Colorado
Creighton
Dayton
Duke
Florida
Florida State
Houston
Illinois
Iowa
Kansas
Kentucky
Louisville
LSU
Marquette
Maryland
Michigan
Michigan State
Ohio State
Oklahoma
Oregon
Penn State
Providence
Rutgers
St. Mary’s
San Diego State
Seton Hall
USC
Villanova
Virginia
West Virginia
Wisconsin

I feel a little bit nervous calling Rutgers and Oklahoma locks, but that’s my story and I’m sticking to it.

So we’re down to 8 bids left. And I would say that there are 11 teams in serious contention for those 8 bids:

Arizona State
Cincinnati
Indiana
NC State
Richmond
Stanford
Texas
Texas Tech
UCLA
Wichita State
Xavier

Now, always keep in mind the possibility of bid stealers. The way to think about bid stealers is this: if any team that is a) from one of the 8 multi-bid leagues above and b) NOT on the “Locks” list above wins a conference tournament – they grab one of the 8 up-for-grabs bids, leaving one less for everyone else.

If that doesn’t happen, then 8 of the 11 teams above will get in. There are still a couple of other teams that can’t be ruled out for an at-large if they make a deep run in the conference tourney – Mississippi State, possibly Purdue. But most likely, the 8 bids will come from those 11 teams.

Of those 11 teams, the conventional wisdom, which I agree with, is that 4 of the 11 – Arizona State, Indiana, Texas Tech, and Xavier will probably get in, barring an early conference tournament loss. Now I want to say that this is not a guarantee. None of the 11 teams I listed should be shocked to not hear their name called on Selection Sunday. That’s why I didn’t call them Locks. TCU was in a similar position last year, and they were left out. But I think that unless those teams get upset by a bad team in their tournaments, they will probably make it.

That leaves 4 bids to be split among Cincinnati, NC State, Richmond, Stanford, Texas, UCLA, and Wichita State.

Cincinnati and Wichita State would meet in the semifinals of the AAC Tournament on Saturday if both win on Friday. It’s tempting to call that an “elimination game”. I’m not certain of that, but I think Cincinnati especially would have a real uphill climb if they don’t win that game.

Richmond plays the winner of Davidson-LaSalle on Thursday, then probably Rhode Island in the semis if they win. I think if the Spiders can beat Rhode Island, they’ll probably make it. If not, they’re in trouble.

UCLA and Stanford may also be headed for an elimination game in the quarters of the Pac-12 tomorrow. Stanford first has to beat Cal tonight. UCLA has a very strange resume. They’re really low in the NET (#76) and they have some terrible losses – but they have 6 Quadrant 1 wins and, in my opinion, are in the field right now. I think there is a decent chance that both of these teams make it, but the loser of tomorrow’s game is going to be sweating.

Texas is also a weird team. They’re also low in the NET (#69), but for a different reason – they’ve been blown out a lot. They lost to West Virginia by 38, Providence by 22, Georgetown by 16, Iowa State by 29, and Oklahoma State by 22. BUT, they have 5 Quadrant 1 wins, 4 of which are on the road, and a home win against West Virginia. So good luck figuring them out. And, as luck would have it, they are matched up with… Texas Tech in the Big 12 Tournament. I’m loving these bubble team elimination games. I am saying that if Texas loses, they are out. Texas Tech I think could still have a chance with a loss.

So there you have it. If you’re a Wolfpack fan, you’re rooting for all of those other 10 teams to lose, and lose early. If they play each other, you’re rooting for the most vulnerable teams – probably Cincinnati and Texas – to lose.

And then of course you’re hoping for a win over Duke on Thursday, which would move the Wolfpack into Lock territory. If they don’t beat Duke, they are going to need a lot of help and a lot of luck, and I wouldn’t put their chances at more than 25%.

Bracket Commentary 2/29

I’m not going to post an updated bracket today; nothing happened last night that would materially change it, so I’m sticking with yesterday’s bracket. Instead, I’ll offer some commentary on the #1 seeds and some of the bubble teams.

#1 Seeds

Kansas and Baylor are locks. All 99 brackets on bracketmatrix.com have them on the top line. The other two #1 seeds are much less clear, at least to me. The consensus choices are Gonzaga (90 out of 99) and San Diego St. (73 out of 99). I don’t get it.

First of all, I think Dayton has a stronger resume than either of those teams, and I would express that in a very simple way:

  • Dayton has 2 losses against the 28th toughest schedule
  • Gonzaga has 2 losses against the 152nd toughest schedule
  • San Diego St. has 1 loss against the 108th toughest schedule

Gonzaga does have flashier wins (at Arizona, Oregon on a neutral court), but overall, Dayton has played a much tougher schedule.

This isn’t 2019 Gonzaga, which had a non-conference SOS of 34, or 2017 Gonzaga, which had a non-conference SOS of 22. This Gonzaga has a non-conference SOS of 274. I have to think the committee is going to take notice.

I actually think San Diego St. has a better case than Gonzaga. They played a tougher non-conference schedule, and they were perfect in their three toughest games (at BYU, Iowa neutral, Creighton neutral).

Speaking of Creighton… why do I have them on the top line? The short answer is, that’s what my model says, and I’m sticking to it… the longer answer is,

  • they have 9 Quadrant 1 wins
  • they have no Quadrant 2/3/4 losses
  • they are on fire
  • the Big East is the toughest conference in the country

I feel like the Big East this year is like the SEC in football. They beat up on each other all year, but whoever emerges from the group deserves to be a #1. Villanova and Seton Hall have almost equally good cases, but Creighton is best positioned, I think. If any of the 3 Big East heavies can win out, including the tournament, it will be difficult to deny them a #1 seed. Both Creighton and Villanova have games left against Seton Hall, so stay tuned.

Someone will, I’m sure, point out that San Diego St. blew out Creighton on a neutral court earlier in the season. Which is perfectly true, and all credit to them, but I don’t think we can fixate on one game as the litmus test that decides everything.

One other thought about Gonzaga and San Diego St. Their profiles are so similar, it also seems to me that the committee either has to give both of them #1 seeds or neither. Two west coast, mid-major teams who have basically won everything against a relatively weak schedule, but do have a handful of impressive non-conference wins. It will be fascinating to see what happens if Gonzaga, San Diego St., Dayton, and one of the Big East teams (and Florida State, for that matter) all win out.

Bubble Teams

Utah State and Rhode Island are the two teams that my model says are out, but most brackets say are in.

In the case of Utah State, I overruled my model and put them in anyway, but I’m not convinced. The problem is their 4-6 record against Quadrant 1& 2 teams. In the past 4 years, which is as far back as I have the energy to go, I don’t see an at-large team with less than 5.

The one thing they do have going for them, and the reason I put them in the field, is that they played 2 games against solid SEC teams (LSU and Florida) on neutral courts – and won them both. It’s the “they made the most of their opportunities” argument. Ultimately I think that will be enough to get them in – but they should be nervous. They’ll probably get one more shot at San Diego St. in the Mountain West tournament.

Rhode Island is more problematic. I struggle to understand why they are in the field in 90 of 99 brackets:

  • They have one Quadrant 1 win, and that was at VCU.
  • Their best non-conference wins are at home against Alabama and at home against Providence, both Quadrant 2.
  • They played LSU on a neutral court (in the same tournament as Utah State) – and lost by 13.
  • Their ratings are not eye-popping (NET – 40, BPI – 55, KenPom – 48, Sagarin – 55).

The only team in the past 2 years who received an at large bid with one Quad 1 win is last year’s Nevada team, who was overseeded at #7 and promptly lost to Florida. But their ratings were all much higher.

Rhode Island has a home game left against Dayton, and then the A10 tournament. Obviously a win over Dayton would solidify their position. In the A10 tournament, they could wind up playing Richmond in the semis, which today would be a Quadrant 2 but could wind up being a Quadrant 1. In any case, they need to do more. If they can’t beat Dayton, I think they’re in trouble.

NC State. It’s the annual “Kevin Keatts NC State Bubble Analysis”. My first observation is that their resume is quite different from last season. Last year, the mostly beat the teams they should have beaten, but they lacked quality wins and played a horrible non-conference schedule. This year, they played a better non-conference schedule and have more quality wins – but they’ve lost a bunch of games (7 to be exact) to sub-Quadrant 1 teams.

Overall, I think this year’s team is in a better position, because quality wins help more than bad losses hurt. But 7 Quadrant 2/3 losses is really a lot.

One thing that might encourage Wolfpack fans is their similarity to a team that made the field last year, St. John’s. St. John’s also had 5 Quadrant 1 wins; they had 6 Quadrant 2/3 losses; and a very low NET ranking (73). Ultimately their 5 Quadrant 1 wins pulled them into the field.

In 2018, there were 3 teams with 7 Quadrant 2/3 losses that received at-large bids: Alabama, Florida, and Arizona State. None of them is a perfect analogue. Alabama and Florida played very difficult schedules and had 8 and 9 Quadrant 1 wins, respectively. If you get that many Quadrant 1 wins, you’re in the tournament, period. Arizona State is more interesting – they were only 3-5 in Quadrant 1 games that year, and they were a very controversial selection. If NC State makes it this year, it will be a similar story.