FANTASY FOOTBALL DRAFT 2011 ~ Peyton Manning, His Neck, and "Supply-Side" Economics

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News: Peyton Manning, Aaron Rodgers, Michael Vick, Jacob Tamme, Delone Carter, Donald Brown, Anthony Gonzalez, Blair White, Mike Hartline  - Fantasy Football Draft 2011, Dynasty League rookies

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FANTASY FOOTBALL DRAFT 2011 - QB

 

By R.C. Fischer
Release Date:
  8/11/2011

Peyton Manning, His Neck, and "Supply-Side" Economics

Peyton Manning, Aaron Rodgers, Michael Vick, Jacob Tamme, Delone Carter, Donald Brown, Anthony Gonzalez, Blair White, Mike Hartline

So, you believe Peyton Manning will NOT start the 2011 season?

Actually, you've probably said it this way -- "one bad hit, and Manning is out...I'm not touching that risk for Fantasy Football!"

If you factor in the risk of Peyton Manning's neck injury issue (along with the fact that he will be 35.5 years old to start this season), you have to do a ton of "domino effect" Fantasy Football-value discounting/slashing. Some of the "ripple effects" of a Peyton Manning injury filled, or partial season, are quite obvious. However, I think there is one other huge Fantasy Football Draft-value reverberation that one no one is likely talking about (they will poach it after I write it here, but you can at least claim that you heard the concept here first). First, we'll discuss the easy ones -- then I'll steer this car off the road...
 

The "no-brainer" connect-the-dots on a Peyton Manning injury laded season:

  • Obviously, a Curtis Painter-led (or Dan Orlovsky, or Mike Hartline) Colts Offense immediately destroys all the Colts WRs for Fantasy Football 2011. The "big-3" (Wayne, Collie, Garcon), are all highly rated for Fantasy Football 2011...all 3 are in the majority of top-30 WRs for Fantasy Football 2011. You can slash their draft rankings all down to outside of the top-25 WRs easy (Larry Fitzgerald 2010, anyone?). None of the Colts-trio of WRs is Larry Fitzgerald, so all 3 may drop outside the top-30.

  • Joseph Addai is already at risk as it is, now he will fall even further. Donald Brown is the more talented (skill-wise) RB at this point in their careers/age, but he cannot stay on the field long enough to get traction. Addai "plays well" with Peyton, and thus Addai would be another Fantasy Football casualty of a Peyton-injury season.

  • Delone Carter, the 4th-Round 2011 RB draft pick out of Syracuse -- a huge physical presence (5'9, 222) in the Colts backfield for all the short yardage TDs (like Javarris James stole last year...only better). Under Peyton Manning, there are plenty of scoring opportunities for Carter (or someone)...but under Orlovsky, not so much on the short-yardage TD opportunities.

  • Adam Vinatieri, like all Colts will be effected for scoring. You want a Fantasy Football kicker on a high-powered offense vs. bad defenses, without Manning leading the Colts -- Vinatieri is irrelevant for Fantasy Football 2011.

  • Dallas Clark's projected Fantasy scoring/rankings probably falls harder than any single Colts player for Fantasy Football 2011.

  • The Colts Team Defense is not normally a big play for Fantasy Football lately, but the offense isn't likely to help the Colts defense under any circumstances.

If you are truly thinking Peyton Manning is a "risk" with this "neck thing", don't you then also have to factor that risk and/or drop your Fantasy Football Draft rankings on all the key Colts skill players?

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Dynasty League/long-term impacts...

Not only is a Peyton Manning injury detrimental to all the Colts skill positions for 2011, but now you have the centerpiece of the Fantasy Football universe for the Colts skill players -- Addai, Collie, Garcon, Wayne, Clark, etc. in jeopardy for the future. A Manning injury would kill all their 2011 stats, but then you also have to ask, "is there any future upside with a 36.5 year old QB coming off neck issues for 2012"? Area all the "elder" Colts skill players at their peak Fantasy Football value right this second? Should you flip them via trade in a lateral move, just to cut out some of the downside risk?

  • The long-term outlook is already shaky for Reggie Wayne, Dallas Clark and Joseph Addai due to age and mileage. The future doesn't look good at all without Peyton for them.

  • Austin Collie, Pierre Garcon would be just regular/unknown WRs with a decent/non-Peyton QB, and their 3-5 year long-term Fantasy Football value drops considerably without Peyton.

  • Anthony Gonzalez, Blair White and Jacob Tamme become afterthoughts without Peyton Manning, if you were holding roster spots for these guys. If you knew Peyton was gone for 2011, you'd drop those players in about two-seconds right now.

 

The hidden-value behind a Peyton Manning injury...

Now that we've painted Peyton Manning into a figurative "Godzilla", destroying any and all helpless villagers of his skill position teammates' Fantasy Football (and NFL) careers -- how can there be a hidden 2011 value consideration in all this? Let me set up the philosophy:

It's likely Adrian Peterson or Arian Foster will be drafted #1 overall in most Fantasy Football drafts (maybe Chris Johnson or Jamaal Charles). What would happen if those RBs were to get hurt/lost for the season right now?

  • Peterson would be replaced by the very talented (our computer analysis opinion) Toby Gerhart. Gerhart would rocket into among the top-15 preseason rated/ADP RBs for the 2011 Fantasy Football Draft.

  • Foster would be replaced by Steve Slaton and/or Ben Tate. Slaton would jump into the top 15-20 maybe, depending upon Tate's injury status. A healthy Ben Tate, listed as the starter, would go right into the top-15 preseason rated/ADP for Fantasy Football RBs, maybe a top-10 (blame society for overvaluing rookies/unknown commodities with "upside").

  • C. Johnson would be replaced, by Javon Ringer. Ringer would then be a top-15 preseason rated/ADP RB for Fantasy Football 2011 preseason.

  • Charles would be replaced by Thomas Jones and/or Le'Ron McClain...and Jones would be a top-15 preseason rated/ADP RB for Fantasy Football Drafts. McClain might be top-25.

The point being, if an injured main-carry RB is replaced with a RB capable of a top 10-15-20 type Fantasy Football season. These "backups", thrust in as starters, would not be #1/elite Fantasy Football talent (in theory), but still worthy of a potential top-20 season. If Peterson, Foster, CJ, Charles gets hurt...the mock draft list for RBs shifts, but their replacements would have very solid value.

Rare is the WR who has no real replacement, i.e. Calvin Johnson, Larry Fitzgerald, Hakeem Nicks...and maybe Andre Johnson. There is no literal replacing Calvin or Fitzgerald. Mario Manningham would jump into the top-15 preseason rated/ADP among WRs if Nicks went down. Kevin Walter and Dorin Dickerson would move up considerably, but probably top-30 at best.

This is just what we project the public would do off these injuries...not what we think should be done. The public also doesn't value WRs as much as RBs in Fantasy Football, for good reason. The WR list/output in reality, is often turbulent -- filled with "hot and cold streaks" and several "new" options week in and out. There are seemingly always good WR options available, even if in reality there isn't...but it seems like there is (like Brandon Lloyd, Stevie Johnson, Dwayne Bowe, Kenny Britt etc. last season).

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What isn't readily available off an injury to a main starter -- an elite NFL/Fantasy Football QB backup to swiftly replace the current elite QB playing the position. There are respectable fill-ins, but not a bunch of Tom Brady's just sitting around waiting for their chance. Michael Vick was an aberration to this thesis last year, but if Peyton Manning were to be announced to miss all of 2011 right now -- there would be a huge void at the top of the Fantasy Football QB rankings. Curtis Painter would not pole vault into the top-10 (or top-30) preseason rated/ADP Fantasy Football QBs. The "backup" QB position is nothing like the other "backups" to the top Fantasy Football players.

If Dallas Clark goes down, Jacob Tamme steps in and doesn't miss a beat. Will Thomas Jones steal Jamaal Charles carries, or will Mike Tolbert split carries with Ryan Matthews? DeSean Jackson is hurt, Jeremy Maclin rises in value. There is no debate or concern on Dan Orlovsky's Fantasy Football usefulness with a healthy or injured Peyton Manning, Peyton is "irreplaceable."

There is a hidden value to an irreplaceable Peyton Manning. Not only is he irreplaceable on the field for the Colts, he is irreplaceable among the "elite" Fantasy Football QBs. Do you know how I know that Peyton is an elite? I'm a number's guy, but I also can tell this with the emotional reaction of all of us...which goes like this:

 

Here is 99% of every Fantasy Football GM's draft strategy:

Either you target/covet Aaron Rodgers and Michael Vick, and go after them...but you do have the comfort of knowing if you miss out on them, you have your fallback safety net -- Brees, Brady, P.Manning and maybe Rivers. I personally would add Big Ben (and maybe Romo) in there, but the data says most "drafters" don't.

OR

You don't care that much on QB, you're going to take your QB 3rd-4th Round, whomever is best available among that top 5-7. However, If there is a QB run and you miss out on the top 5-7 group -- you will be losing sleep the rest of the week/season.

Both QB draft strategies have a common theme -- some level of panic after the top 5-7 QBs are gone.

Five elite NFL/FF QBs, like a Mount Rushmore -- Rodgers, Vick, Brees, Brady, Peyton Manning. Miss out on those 5, and your throat starts to tighten a bit during the draft..."what if I miss Roethlisberger or Rivers too," you think/panic? The thought of having to be stuck with Eli Manning or Jay Cutler as your 2011 starter sends chills down your spine. Maybe you will "settle" for Matt Schaub. Maybe you will convince yourself that Matt Ryan, Joe Flacco, or Kevin Kolb is going to take that "next step". There is some set of risk, and a lower explosive upside, outside of that top 5-7 QBs for Fantasy Football.

There is an "elite-5", and I would say maybe as much as 7 total top QBs...all of them usually scoring a step above the rest, but most importantly -- all are the most capable of having a monster season (much more than anyone outside this top 5-7). All 5-7 of these QBs are weekly starts for your team all season no matter who they are playing, which is a Fantasy GMs dream -- insert _____ QB into the lineup and don't worry about it until their Bye-Week.
Have you figured out the domino effect on value of a Peyton Manning's injury?

 

Peyton Manning injury potential and "supply and demand" economics...

If there are only 5-7 elite Fantasy Football QBs, what happens when you take away one? Simple math says, now there is only 4-6 elite Fantasy Football QBs remaining for 2011. How much more valuable did the (now) top-4 elite QBs just become relative to all other QBs, and relative to all the number crunching of the top 5-10 at the other skill positions?

There is no replacing Peyton Manning from the Fantasy Football QB draft list. He simply vanishes, leaving the remaining high-scoring QBs in a "supply and demand" crunch. A lower supply, a greater demand is created. Low supply and high demand leads to "higher prices" in economics. The Fantasy Football equivalent would be that the Fantasy Football Draft "marketplace" devoid of Peyton Manning causes a "higher" draft status/value for the remaining elite Fantasy Football QBs.

We have Vick and Rodgers on another level for scoring than the other QBs for 2011, but Brees, Brady, Manning and Rivers have a chance/track-record to compete with them for Fantasy Football 2011...and that's all the QBs we can see challenging the upper-tier QBs (Rodgers, Vick). Everyone else is a "longer" shot to do it, and/or can't obtain/sustain that level for a variety of reasons.

To me, Manning is one of 6 Fantasy Football QBs on a whole different planet than the rest of the class (in 2011). I know there is Romo, Schaub, Ryan, etc. arguments to be made. However, I don't have to argue to convince you that Peyton Manning is an elite (in theory) for Fantasy Football, but you have to argue with me (and yourself) on Romo, Schaub, Ryan...and therefore, you lose (in theory, on paper). Take away Peyton Manning, and (to me) 6 great Fantasy Football QB options just went to 5....and thus, the remaining 5 QBs just became more valuable.

Many (like me) theorize that Michael Vick is awesome for Fantasy Football (because of rushing totals), but we won't likely touch him due to his injury risk and/or reverting back to "old ways" problems (problem being he was a bad QB). If you have that school of thought...the elite QB list just dropped from 5 to 4 (without Peyton). Rodgers, Brees, Brady, Rivers just became even more valuable.

 

What does this all mean?

If you think Peyton is at risk (and he is to some degree), and Vick is at risk (and he is) -- you are really saying that Aaron Rodgers might be the single best player (relative value to the available draft field of all the positions) for Fantasy Football 2011. We would advance that argument is statistically justifiable (looking at the relative value of all players and positions). You are also saying Drew Brees is worth a lot more than others are drafting him at ADP right now.

For my money, in a 6-point per TD pass Fantasy league -- you have to think long hard about defying the unwritten/written "RB first" rule, and consider Aaron Rodgers as the single most valuable player in Fantasy Football 2011. In a 4-point per TD pass Fantasy Football league, maybe a little more debatable as the QB scoring spread between the top group isn't as great...but still an idea worth looking at.

Should you take Aaron Rodgers first, maybe? The "home run" in all this would be, if your league shuns 1st-Round draft pick QBs...having that late #10-11-12 draft slot might be the perfect position to be in -- able to secure what you want with this first pick, and land Rodgers in the second. Alternatively, you could "shock" your fellow draft mates and take Rodgers #8-9-10+ in the 1st-Round, and know that you will still get a top skill player in the early 2nd-Round.

If you think Peyton Manning and Michael Vick will be care free for all of 2011, disregard this article...

 

By R.C. Fischer
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