Interesting article today in Wall Street Journal about Golden State Warriors (subscription required) decision to build their team around the 3 point shot which the article
calls taking advantage of a "market inefficiency" and an unusual idea "embraced by the data
loving executives" and "The result is a basketball style no one has yet
figured out how to defeat."
I am no expert on football, but this
reminds me of watching the early Belichick era in New England Patriots
football, noticing differences in game strategy between the Patriots and
other teams. In the early 2000s the Patriot defenders would try to
punch the football out of the grip of the
ball carrier instead of the traditional focus on immediate tackling to
minimize yardage gains. The Pats seemed do this long before the other
teams caught on. In football, the conservative play is always to go for
the consistent short term advantage at high probability rather than take
chances that could result in major loss. The natural human inclination
is to avoid big losses due to the pain, rather than take chances with
low probability of huge gain. Turning over the ball with the momentum
shift prevents the other team from scoring on that series and your team
gets a chance to score, possibly a touchdown on that turnover. This
punching out the football tactic eventually became a staple of the game
we watch today.
Instead of building an offense around quarterback
Tom Brady of tall, agile wide receivers, the Pats went on to build
around a combination including shorter, quick guys (Wes Welker, Julian
Edelman, Danny Amendola) who could dive sideways and low for the
reception -- hard to defend, plus tall, massive tight ends (Gronk and
others) who could outjump their defenders with their height, make the
catch, and, with their girth, barrel down the field for extra yards. By
building a different offense, that is, by playing a different game, you
do not need to compete with other teams as much for talent. You are
drafting different talent. Of course, there were many other reasons for
the Patriots success, but playing a different game was a constant,
including taking chances where other teams would not.
All
this changed in 2015. The Denver Broncos started winning games and
improbably remained undefeated through 7 games. Smart analysts decided
this would not continue throughout the season. The offense was
struggling to score touchdowns and it was not even clear who should be
the starting quarterback. With Manning starting QB in the playoffs, the
Broncos were the underdogs in both the AFC title game against the Pats
and the Super Bowl with the Panthers. Both opponents were favored
against the Broncos, but the Broncos defense was able to stymie the
offense and the Broncos beat both opponents.
For the
New England Patriots, the winning tactics of the past came up short. The
Broncos defense overwhelmed the Patriots passing game by finding a key
weakness in the inability to protect the quarterback which eliminated of
the advantages of Tom Brady and the carefully selected receivers.
Which
brings us to Donald Trump. As a businessman, it sometimes pays to be
apolitical, so he had contributed to both Democrats and Republicans as
many in business do, to gain access to whoever wins elections. But in
business he was more willing than most to try out different initiatives
in addition to the hotels and casinos - Trump steaks, Trump University,
sports teams, Miss Universe - actually the list goes on and on. He
could not help but notice that in the Republican Presidential races in
2008 and especially in 2012, there seemed to be a yearning for a
different kind of candidate. The formula for George W. Bush in 2000
seemed to be select a candidate whose primary qualification was a family
resemblance to the previous President Bush, along with the ability to
rely on strong Presidential advisers (back to the Ford administration),
and be willing to employ hardball tactics against opponents. Yet, in
2008 and 2012, there was a rotation of sorts among Republican hopefuls
who caught the popular imagination early on, but imploded upon further
media scrutiny, only to be replaced in the end by a more "establishment"
candidate. That was supposed to be the scene in 2015-2016 according to
the pundits. But to Trump, the winning formula consisted of an
over-the-top personality, willingness and skills to capitalize on
popular fears, anger and resentment, along with the ability to disarm
the establishment choice of a weak candidate. How tempting to run for the Republican nomination. So long as Jeb Bush
remained in the race, Trump continued to look good in contrast with the
weak candidate who was being foisted on the Party by the powers that be.
Romney, the failed candidate in 2012, injecting himself into the
discussion only brought to the foreground the "establishment" efforts to
defeat the more independent candidate Trump and continued to help the
Trump cause. Only now, with the Republican field diminished and no
strong establishment candidate to play against (given that Cruz is
really anti-establishment), do Trump's own weaknesses as a candidate
come to the fore.
One thing is clear. The key
ingredient of recent Republican campaigns in contrast with Democratic
campaigns has been to avoid directly addressing issues and realistic
policy options in favor of sweeping promises of simplistic solutions
along with appeals to fear and anger. Trump saw the opening to outdo
the Republican candidates at their own game and took advantage of it. This was a key element of the decision to run as a Republican.
There will be no going back in future Presidential races unless the Republican Party decides to change the rules of the game, that is, how their candidate is chosen, or the Republican candidates change the way they play the game.
Thursday, April 7, 2016
Tuesday, April 5, 2016
Chief Justice Roberts to the Rescue?
Suppose you were the Chief Justice of the Supreme Court. The
President has nominated a justice to the Court who you would like to see
on the court, and potentially close to 100 members of the U.S. Senate
would vote to confirm the nominee under normal circumstances. However,
in today's tactical politics, the Senate Majority Leader refused to hold
hearings on any nomination, sight unseen. That leaves you in the short
term concerned with forging agreement case by case to avoid the
unsatisfying 4-4 split decisions. Suppose you regard the President's
choice as someone who would add value to the discussion and help forge
agreement in difficult cases, so the Senate has left your court hobbled.
Not only that, but you even made a recent speech indicating that the
nomination process "is not functioning very well" and that "We [on the
Court] don't work as Democrats or Republicans", but it is getting harder
and harder to maintain that perception among the general public. Is
there any feeling of being used by that other branch? Sure, Judge
Garland was called a political pawn by some, but isn't the Court being
used as a political pawn. Is there anything a Chief Justice can do?
Well...one countertactic would be to rule on any case on which the four liberal justices agree, automatically with those justices to forge a majority of five so long as the Garland nomination languishes without consideration. Even signaling that intent could prompt the Senate to move quickly to consider the nomination. Of course, any of the four conservative justices could take this approach, but the Chief Justice bears the greatest responsibility to protect the institution. Obviously, this is outside of normal judicial temperament and so unlikely, but when one considers that an 8-justice court split 4-4 could persist for years, one wonders if the Chief Justice is at all tempted. Sure, the House could threaten to begin impeachment proceedings, but that is even more unlikely.
Well...one countertactic would be to rule on any case on which the four liberal justices agree, automatically with those justices to forge a majority of five so long as the Garland nomination languishes without consideration. Even signaling that intent could prompt the Senate to move quickly to consider the nomination. Of course, any of the four conservative justices could take this approach, but the Chief Justice bears the greatest responsibility to protect the institution. Obviously, this is outside of normal judicial temperament and so unlikely, but when one considers that an 8-justice court split 4-4 could persist for years, one wonders if the Chief Justice is at all tempted. Sure, the House could threaten to begin impeachment proceedings, but that is even more unlikely.
Wednesday, March 30, 2016
Judge Garland Visits the Senate
Mitch McConnell moved quickly to suspend the Constitution moments after Justice Scalia died. Republican strategists are much better than Democrats at framing issues for public discussion as well as the terms of engagement. The Republican strategists devise the tactics they will employ and then come up with arguments in their favor. Somehow the normal functioning of our federal government -the President nominates a Supreme Court Justice who is considered for confirmation by the Senate - becomes debatable.
We see the tactical advantages of McConnell's first move strategy playing out now in moderate GOP Senators granting interview meetings to the President's nominee. Think of how extraordinary this is. These meetings accomplish absolutely nothing, but the optics of being willing to meet affords Senators Ayotte, Kirk, and the few others whose terms in office may be threatened the appearance of being "bipartisan". If, on the other hand, the Senate had considered the Garland nomination in the usual manner, these so-called moderates would have necessarily joined the majority in approving the nomination. We have come to accept obstruction in the Congress as something that somehow just happens due to a few stubborn leaders rather than as a key element of an ongoing strategy that succeeds because the moderates with the power to oppose that strategy are unwilling to stand up to their leader as a voting bloc. Due to the 60 votes required to break a filibuster, the half dozen moderate Senators would need to break with their own party control of Congress, which is just not going to happen.
Thursday, March 24, 2016
Down the Road
In response to Douthat's Trumpism after Trump:
The best case scenario to end Republican obstructionism in the Congress is a split in the Republican party between those willing to compromise and those not.The most stable outcome for the country that could emerge following a Republican party split into two parties would be a Democratic party split of the current Sanders supporters following four years of the Hillary Clinton administration. Without a counterbalance of a leftist 4th party, we will continue to experience the debilitating instability of the various Republican party coalitions jockeying for position. Those coalitions will continue to seek to exert more power by morphing into two separate groups such as Tea Party/Establishment, but third parties are doomed to failure in our system without a counterbalancing effect of a fourth party on the other side. If this 4-party system does not evolve, we will continue to experience a stalemated Congress, and possibly a Democratic President stymied by a do-nothing Congress. We could have an 8 member Supreme Court or even a 7 member Supreme Court down the road with appointees blocked indefinitely, along with substantially Republican control of governorships and state legislatures for years to come.
The best case scenario to end Republican obstructionism in the Congress is a split in the Republican party between those willing to compromise and those not.The most stable outcome for the country that could emerge following a Republican party split into two parties would be a Democratic party split of the current Sanders supporters following four years of the Hillary Clinton administration. Without a counterbalance of a leftist 4th party, we will continue to experience the debilitating instability of the various Republican party coalitions jockeying for position. Those coalitions will continue to seek to exert more power by morphing into two separate groups such as Tea Party/Establishment, but third parties are doomed to failure in our system without a counterbalancing effect of a fourth party on the other side. If this 4-party system does not evolve, we will continue to experience a stalemated Congress, and possibly a Democratic President stymied by a do-nothing Congress. We could have an 8 member Supreme Court or even a 7 member Supreme Court down the road with appointees blocked indefinitely, along with substantially Republican control of governorships and state legislatures for years to come.
Monday, March 14, 2016
Trump's Secret Weakness
Donald Trump has one weakness that threatens the success of his
candidacy. If he has no one on the stage with him to attack he runs out
of things to say and quickly becomes an incredibly boring speaker. This
was evident the night he skipped the Republican debate televised by Fox
News just before the Iowa caucuses. He held his own rally and the
monologue was painful. Jeb Bush proved to be the perfect foil for him
throughout the span of televised debates, but when Jeb! dropped out of
the race, the Donald was stretching for things to say in his speeches.
How many times in one appearance can you say you are going to build a
wall? And oh what a wall it"s going to be. When you have only simple
answers for complex problems, there is not a lot to say. So, in a
way, the spotlight on the potential for violence at the Trump rallies
deflects attention from just how boring they are and that maybe, just maybe, he does not have many ideas about just what he would do as president.
Friday, March 4, 2016
What is Trump
Having core beliefs is detrimental to a winning strategy in Republican
presidential politics. That helps make Trump the strongest candidate - willing
to say anything, to employ any tactics to win. He has all the necessary
qualities - truly an outsider, with a simple solution to every problem.
His experience with elimination politics as the judge on The Apprentice
taught him everything he needs to know to win the nomination. Donald is
the ultimate Celebrity Apprentice, preparing to be a celebrity apprentice president.
The success of a Trump could not happen in the Democratic party where debates focus on issues, not personalities. Trump's popularity among the Republican base combined with his ambiguous political leanings exposes the reality that the Republican Party is now defined primarily as a loose coalition that is the Notthedemocrat Party. If the existing alignment of the coalitions that make up the two party system was heading toward collapse, it would look like it does now. The one-upsmanship of the standoff in the Senate on the Scalia succession and failure to hold hearings on the President's budget proposal mean that all three branches are now in crisis over political party differences, which will only worsen. Our current situation resembles the Civil War era fragmentation and realignment of the parties more than it looks like any other time in history. A party realignment is necessary for a functioning government to be restored, but the transition may be painful. We could see 3 parties or even 4 parties forming before we get back to an equilibrium of two major parties.
The success of a Trump could not happen in the Democratic party where debates focus on issues, not personalities. Trump's popularity among the Republican base combined with his ambiguous political leanings exposes the reality that the Republican Party is now defined primarily as a loose coalition that is the Notthedemocrat Party. If the existing alignment of the coalitions that make up the two party system was heading toward collapse, it would look like it does now. The one-upsmanship of the standoff in the Senate on the Scalia succession and failure to hold hearings on the President's budget proposal mean that all three branches are now in crisis over political party differences, which will only worsen. Our current situation resembles the Civil War era fragmentation and realignment of the parties more than it looks like any other time in history. A party realignment is necessary for a functioning government to be restored, but the transition may be painful. We could see 3 parties or even 4 parties forming before we get back to an equilibrium of two major parties.
Friday, February 26, 2016
Clinton Speaking Fees
NYT Editorial Demands Mrs. Clinton Show Voters Those Transcripts
Thoughts on the NYT editorial:
Industry meetings invite outside speakers all the time and pay what the market will bear. For the outside speaker, these are more like performances, not meetings. The Clintons are the super rock stars of our age who can command high speaking fees based on who they are and how well they can engage a live audience, far better than almost any other public figures. Hillary Clinton was presumably paid the high market value of her appearances whlie a private citizen. Sad to say, this is yet another fishing expedition. Why would there be transcripts of performances? And if there are no transcripts, is that the next manufactured scandal?
Thoughts on the NYT editorial:
Industry meetings invite outside speakers all the time and pay what the market will bear. For the outside speaker, these are more like performances, not meetings. The Clintons are the super rock stars of our age who can command high speaking fees based on who they are and how well they can engage a live audience, far better than almost any other public figures. Hillary Clinton was presumably paid the high market value of her appearances whlie a private citizen. Sad to say, this is yet another fishing expedition. Why would there be transcripts of performances? And if there are no transcripts, is that the next manufactured scandal?
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