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  • Absorbing Risk Is Twins Next Decision


    Ted Schwerzler

    101 wins, an AL Central Division crown, and a trip to the postseason. That’s what the Minnesota Twins accomplished under first-year manager Rocco Baldelli in 2019. Now when looking to sustain that the front office is faced with a you-choose menu involving risk. How they navigate it will lay a foundation or the future.

    Image courtesy of © Orlando Ramirez-USA TODAY Sports

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    There isn’t a soul within the organization or outside of it that will tell you Minnesota doesn’t need more pitching. Despite his efforts down the stretch, rookie Randy Dobnak in Yankee Stadium during the ALDS was hardly an ideal scenario. That said, the situation isn’t at all as dire as one may assume. From June 1st onward the Twins had the sixth best rotation in baseball, as well as the third best in the American League. That was on top of employing the now departed Kyle Gibson, who posted a 5.26 ERA over that stretch.

    So far this offseason has included the Twins bringing back Jake Odorizzi and Michael Pineda. The former graciously accepted the $17.8 million qualifying offer, while the latter is being had just south of that same dollar amount over the course of two years. Talking to reporters on Monday, GM Thad Levine said the team needed to be stabilized and “now we have the ability to impact it significantly.” Making sure the foundation is laid is something this front office has carried as a premise throughout their time, but this is the first opportunity to make a substantial impact.

    When looking at the free agent market, there’s scrutiny at every turn. Do you want to bet on Madison Bumgarner holding up despite the mileage? Is Hyun-Jin Ryu going to be any good if he keeps getting hurt? Is Dallas Keuchel really any better than a mid-rotation arm? All of those questions are entirely fair, and they’re being asked because teams must commit substantial sums to players seeking their next opportunity. Unless you want the certainty of the elite, and that comes with the unlikely proposition of outspending (and being more desired) than the big boys, this is the landscape the Twins must traverse.

    On the flip side, you’ve got the trade market. You can bet that the Chicago Cubs would love to have Gleyber Torres right about now, but I’d also assume they’re more than happy to have ended their World Series drought. Detroit probably wishes they’d hit on more for Justin Verlander, and the Pirates are no doubt kicking themselves for the gaffe that was the return for Chris Archer. Win some and lose some there too, but the risk is not much different.

    As Minnesota looks to make moves and additions that significantly impact the major league club, it becomes a chess game of evaluation. Is there enough information on free agents to hand out paydays, and is it detrimental to give up dollars if the deals go sideways? The farm system has both height and depth. Does that make it more enticing to part with a known commodity to acquire something that hasn’t been cast off by a former employer?

    This organization is often chided about spending, or lack thereof. Now with the first legitimate opportunity to do so in quite some time, it comes down to which risk factors are weighed most heavily by Derek Falvey and Thad Levine. The payroll needs to be north of $135 million going into 2020, but there’s more than one avenue to get there. Before the dust settles it will be hard to present an argument for any real hand wringing, but a reflective analysis is certainly going to be on the table.

    At the end of the day we can pick apart what’s on the open market and push toward the trade route. We can also overvalue certain prospects and shy away from making that big move. What we can’t do is operate on both of those levels to the full extent and fail to make a well-timed acquisition solely because of inherent risk. The front office has worked their way into deserved trust, and now they need to cash the check and stand by their decision.

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    LOL twins taking a risk will never happen unless it’s for under 5million dollars... this offseason has been a pretty crushing one as we have seen are roster get worse and everyone else’s get better... we may actually come in 3rd place in the division and Falvey and Levine a fent even worried

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    The risk factor does not offset the desires of the players.  East Coast/West Coast will always dominate the decisions.  Warm southern venues look attractive when we are in FA season and they see our weather report.  While I frolic on my snowshoes these players cannot relate. 

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    Reality is hard to accept some times, Ted.  Thanks for the realistic look at what the Twins face this offseason.

     

    With very few good options available on the free agent market, I suspect the Twins must turn to the trade market to find their fourth starter.  Fully expect starter #5 to be one of the four young guns we saw last year.  Maybe as a #5, or maybe one who follows an opener every fifth day.  Personally, I like Graterol coming on in the third inning after Littell gets the start.

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    The payroll needs to be north of $135 million going into 2020, but there’s more than one avenue to get there.

     

    I'm sorry, but that's just silly. Payroll is the cost of getting what we want, not the metric by which we should measure its quality. If the Twins can improve by spending $120m or $110m, then that's what they'll do. Spending more money *might* buy more quality, but as the premise of your article suggests, nothing is anywhere close to certain.

     

    I will be satisfied if the 2020 Twins contend to win an improved division. Given so many players who are likely to regress and the likelihood of a greater burden of injuries, anything more will be a surprise, whether they pay out for a big free agent or spend $30m less. Washington seems to have done pretty well after unloading last year's mega-bucks star, who went to a Philadelphia team that only managed to improve from 80-82 to 81-81.

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    I think the reason the Twins are “gun shy” to sign a top FA pitcher is they did that w/Lance Lynn and it didn’t turn out well for them. Then again...they literally signed him at the very end of spring training and for most of the first half of that season it was obvious Lynn was out of shape. So...if the Twins signed him in the off season instead of at the end of spring training there’s a better chance Lynn would have pitched much better for the Twins.

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    If the Twins can land one of the remaining 'little guns,' I could say that we at least made an effort to reel someone in. The pitching staff is not as bad off as we thought just a week prior IMHO. Dobnak looked like he could pitch effectively in his playoff debut. He wasn't exactly getting hammered. He just was missing the strike zone. He was also getting squeezed by the HPU, which didn't help. Let's see what he can do this next season

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    Dobnak looked like he could pitch effectively in his playoff debut. He wasn't exactly getting hammered. He just was missing the strike zone. He was also getting squeezed by the HPU, which didn't help. Let's see what he can do this next season

    Then what would you call Boof Bonser's playoff debut? A masterpiece? How did he fare the next season?

     

    I'm all for seeing what Dobnak can do in 2020, but that is completely irrelevant to the goal of strengthening the top of the rotation this offseason.

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    The type of Twins risk is re-signing a guy who may get caught taking PED's again.

    That is what the Twins consider as "taking a risk."

    As a bonus: players don't get paid while on PED suspensions!

     

    The Twins might be trying to secretly perform their own PED tests on free agents this winter (don't ask how), with an eye toward getting a future discount.

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    It seems like many Twins fans tend towards beating the FO over the head for risks taken that don't work out as we had hoped (or at all) -- i.e. Mauer, Nolasco, Hughes, Reed, Dyson. And many also continually point out risks that we might have taken, but were better off for not having taken -- i.e. Darvish, Zimmermann, Cueto. Then we celebrate the FO when they are clever and find a bargain. It seems to make taking risks even riskier for the FO.

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    I think the reason the Twins are “gun shy” to sign a top FA pitcher is they did that w/Lance Lynn and it didn’t turn out well for them. Then again...they literally signed him at the very end of spring training and for most of the first half of that season it was obvious Lynn was out of shape. So...if the Twins signed him in the off season instead of at the end of spring training there’s a better chance Lynn would have pitched much better for the Twins.

    Sorry, but Lance Lynn was not considered a "top FA pitcher."

     

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    I think the reason the Twins are “gun shy” to sign a top FA pitcher is they did that w/Lance Lynn and it didn’t turn out well for them. Then again...they literally signed him at the very end of spring training and for most of the first half of that season it was obvious Lynn was out of shape. So...if the Twins signed him in the off season instead of at the end of spring training there’s a better chance Lynn would have pitched much better for the Twins.

    Lynn was forecasted by MLBTR to sign for 4/56 that winter. I'm not sure how you define "top FA pitcher" but he was in the Ervin, Nolasco, Hughes extension type group, and his 2018 results were well within the expected range of outcomes for that group without any extraordinary factors.

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    And many also continually point out risks that we might have taken, but were better off for not having taken -- i.e. Darvish, Zimmermann, Cueto.

    Again, I'd scratch Darvish from that list. The way his 2019 finished and this offseason is trending, Darvish at 4/81 seems like a perfectly appropriate investment for virtually any contending team.

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    Again, I'd scratch Darvish from that list. The way his 2019 finished and this offseason is trending, Darvish at 4/81 seems like a perfectly appropriate investment for virtually any contending team.

    I agree. It was the reaction here from fans I was talking about more than the reality. I'd definitely like to have Darvish in our rotation going into 2020.

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    I’m confident he was considered one of the best FA starters in 2018.

     

    Which kind of shows the folly of waiting until just the right moment to add good players.....they might not be there in the year you waited for.

     

    The Twins have historically played the risk game in one way:

     

    Choose the least financial risk, while accepting that there may be considerable downside risk in playing mediocre players. That's fine, it's their company. But I'd really like them to make an upside play at some point.

     

    This was that point. Great hitting team, with lots of money available (and money coming off the books next year), and 5-6 good starting pitchers available (they had no chance at the top two, but those two meant two other teams were not pursuing the other 3-4). 

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    I’m confident he was considered one of the best FA starters in 2018.

    OK?

     

    It is all relative. In no way, shape, or form was Lance Lynn considered a "top FA" by all standards. He wasn't someone that was going to come in and change the Twins postseason fortunes, etc.

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    OK?

     

    It is all relative. In no way, shape, or form was Lance Lynn considered a "top FA" by all standards. He wasn't someone that was going to come in and change the Twins postseason fortunes, etc.

    From MLB Trade Rumors:

     

    9.  Lance Lynn – Rangers.  Four years, $56MM.  Lynn, a 30-year-old righty, kicks off the second tier of free-agent starting pitching.  He made 161 starts for the Cardinals in his career, regularly topping 30 per year.  Lynn went under the knife for Tommy John surgery in November 2015.  ... The righty’s reported asking price of $100MM+ over five years seems unattainable, but half of baseball is seeking rotation help.  That includes the Rangers, Orioles, Twins, Mariners, Phillies, Cubs, and Brewers.  Given the expected demand for Lynn, the Cardinals are likely to make a qualifying offer, and he’s likely to reject.

    Lynn was ranked as the 9th best free agent overall and their 4th best starter, behind Darvish, Arrieta, and Tanaka. 

     

    MLBT isn't the word of god, obviously, and MLB teams clearly soured on him during the FA period, but no matter how poorly he pitched in hindsight, he was still a high-end FA that offseason.

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    The Twins don’t take risks...

     

    *Except when they pay $12MM for a 40-year-old DH.

    *Except when they sign a 1B that’s been non-tendered.

    *Except when they sign a guy with a past PED suspension to an extension.

    *And do the same with a guy who some people see as having platoon problems.

    *Except when they sign a 2B coming off a season with an 82 OPS+.

    *Except when they sign a pitcher to a two-year deal when he’s coming off Tommy John.

    *And then sign him again when he’s coming off a suspension.

    *Except when they trade a prospect having a great MiLB season for a relief pitcher.

    *And then do it again.

     

    Just because the team doesn’t take the risk YOU want them to take doesn’t mean they aren’t taking risks. Every move is a risk, and I want them to continue taking risks. I just want them taking smart risks, and I think more often than not, they have been right.

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    The Twins don’t take risks...

    *Except when they pay $12MM for a 40-year-old DH.
    *Except when they sign a 1B that’s been non-tendered.
    *Except when they sign a guy with a past PED suspension to an extension.
    *And do the same with a guy who some people see as having platoon problems.
    *Except when they sign a 2B coming off a season with an 82 OPS+.
    *Except when they sign a pitcher to a two-year deal when he’s coming off Tommy John.
    *And then sign him again when he’s coming off a suspension.
    *Except when they trade a prospect having a great MiLB season for a relief pitcher.
    *And then do it again.

    Just because the team doesn’t take the risk YOU want them to take doesn’t mean they aren’t taking risks. Every move is a risk, and I want them to continue taking risks. I just want them taking smart risks, and I think more often than not, they have been right.

    None of those are really risks, sure they are gambles, but if Cruz is old, it was for 1 year with a cheap buyout. Basically the same with Cron and Schoop without the buyouts.

    They got 3/4 of a year for Pineda, signing him again but for only 2 years isn't a risk, the risk might be only signing him for 2 because he blows up and leaves.

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    From MLB Trade Rumors:

     

    Lynn was ranked as the 9th best free agent overall and their 4th best starter, behind Darvish, Arrieta, and Tanaka. 

     

    MLBT isn't the word of god, obviously, and MLB teams clearly soured on him during the FA period, but no matter how poorly he pitched in hindsight, he was still a high-end FA that offseason.

    Again, that is not what I am arguing. It is all relative - if the rest of the FA crop is less than desirable, of course he will rank higher.

     

    Point being, again - Lance Lynn was never going to come in and change the dynamic of the Twins and their postseason chances/ability to win a World Series. If you cannot see this, well, then so be it.

     

    Guys like Cole, Strasburg, etc....THOSE guys move the needle. The Lance Lynn's of the world, they do not.

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    The Twins don’t take risks...

    *Except when they pay $12MM for a 40-year-old DH.
    *Except when they sign a 1B that’s been non-tendered.
    *Except when they sign a guy with a past PED suspension to an extension.
    *And do the same with a guy who some people see as having platoon problems.
    *Except when they sign a 2B coming off a season with an 82 OPS+.
    *Except when they sign a pitcher to a two-year deal when he’s coming off Tommy John.
    *And then sign him again when he’s coming off a suspension.
    *Except when they trade a prospect having a great MiLB season for a relief pitcher.
    *And then do it again.

    Just because the team doesn’t take the risk YOU want them to take doesn’t mean they aren’t taking risks. Every move is a risk, and I want them to continue taking risks. I just want them taking smart risks, and I think more often than not, they have been right.

    Virtually every team is making moves like this on a regular basis (short term, ~$10 mil AAV FA contracts, trading 35-40 FV guys like Jaylin Davis). And if every team is doing it, it's not a useful definition of risk.

     

    In fact, a few of your examples -- like signing Cron for $5 mil -- are almost trending toward too-conservative risk, like inaction or doing too little. By this definition, TR might have been the riskiest GM ever, re-signing Rondell White to start after 2006. :)

     

    I think it's fair to define risk, in this context, as putting more on the line -- more meaning significant money (more than short term ~$10 mil AAV FA contracts) or significant talent (top 100 prospects, and/or a lot of decent prospects). The Twins haven't done that yet. Maybe that's been the right decision so far, but they're probably going to have to do it sooner or later, lest they start limiting our potential through too much conservatism.

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    None of those are really risks, sure they are gambles, but if Cruz is old, it was for 1 year with a cheap buyout. Basically the same with Cron and Schoop without the buyouts.

    They got 3/4 of a year for Pineda, signing him again but for only 2 years isn't a risk, the risk might be only signing him for 2 because he blows up and leaves.

     

    Whether you call it a gamble or a risk, my point is that it's a matter of degree. I don't mind people saying they don't take big enough gambles or big enough risks, but to say they don't take ANY isn't fair.

     

    Depending on how one does the math, they spent $50MM on free agents for 2019. And nearly $40 million so far for 2020 on an option, a QO, and a free agent. Cruz seems like very low risk, but it's still a risk to spend $12MM on a 39-year-old who only played in three-fourths of your games. (Sorry, I had his age wrong in the previous.) Odo may be a little more risk, since the price is much higher and he's a pitcher. And Pineda may be the most risk since it involves two years, a suspension, and the unknown of how much past performance was affected by the banned substance.

     

    I'm good with all those risks/gambles. I wouldn't mind seeing them take a little more risk in pursuing Bumgarner or Ryu, but I'm also a spread-the-risk guy by nature, so I also wouldn't have minded seeing them spend the $23MM that just got the Mets and Dodgers Porcello, Wacha and Treinen and still have the money to upgrade their 1B bat beyond Cron/Thames, etc.

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    Virtually every team is making moves like this on a regular basis (short term, ~$10 mil AAV FA contracts, trading 35-40 FV guys like Jaylin Davis). And if every team is doing it, it's not a useful definition of risk.

     

    In fact, a few of your examples -- like signing Cron for $5 mil -- are almost trending toward too-conservative risk, like inaction or doing too little. By this definition, TR might have been the riskiest GM ever, re-signing Rondell White to start after 2006. :)

     

    I think it's fair to define risk, in this context, as putting more on the line -- more meaning significant money (more than short term ~$10 mil AAV FA contracts) or significant talent (top 100 prospects, and/or a lot of decent prospects). The Twins haven't done that yet. Maybe that's been the right decision so far, but they're probably going to have to do it sooner or later, lest they start limiting our potential through too much conservatism.

     

    Sorry, I was typing No. 25 while you were typing. I think we're in agreement here on the issue being one of degrees. A parallel to what you are saying is that I work in financial services, where sometimes people only want to invest in CDs because they don't want the risk of the stock market. The risk they are taking is that they likely won't keep up with inflation in the long-term. Constructing a baseball roster isn't about taking a risk or not -- even not making a move is taking a risk -- it's about taking the appropriate degree of risk. 

     

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    Then what would you call Boof Bonser's playoff debut? A masterpiece? How did he fare the next season?

     

    I'm all for seeing what Dobnak can do in 2020, but that is completely irrelevant to the goal of strengthening the top of the rotation this offseason.

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    My point was simply to mention Dobnak because he was being ignored as a potential "5th" starter in every discussion. At the top of the post I said let's get one of the remaining starters that are out there. That's the baseline.

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    My point was simply to mention Dobnak because he was being ignored as a potential "5th" starter in every discussion. At the top of the post I said let's get one of the remaining starters that are out there. That's the baseline.

     

    I don't think anyone is ignoring him as the 5th option.....

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    I don't think anyone is ignoring him as the 5th option.....

    Yeah, I think at minimum Dobnak is being universally endorsed as Pineda's replacement for the first month and a half, even among those who still want 2 more starters acquired. (And from there, he could easily earn a more permanent spot through performance or injuries.)

     

    As far as being the 5th starter outright, even with Pineda, I'm open to that possibility too. Although I think Pineda's absence might be a good opportunity to let Dobnak compete with a quality buy-low guy like Alex Wood as well, and let the winner keep the 5th spot when Pineda comes back.

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    Yeah, I think at minimum Dobnak is being universally endorsed as Pineda's replacement for the first month and a half, even among those who still want 2 more starters acquired. (And from there, he could easily earn a more permanent spot through performance or injuries.)

     

    As far as being the 5th starter outright, even with Pineda, I'm open to that possibility too. Although I think Pineda's absence might be a good opportunity to let Dobnak compete with a quality buy-low guy like Alex Wood as well, and let the winner keep the 5th spot when Pineda comes back.

     

    Yes, and I prefer your first option. I can't imagine there are many teams who make it eight times through the rotation without at least one injury. Planning with Dobnak as the guy who gets those starts in Pineda's place makes a ton of sense. I'd rather not assume Dobnak the long-term No. 5 AND have to use Smeltzer or Thorpe as the Pineda fill-in.

     

    If we should be so fortunate as to make it through the rotation eight times, healthy and effective, it wouldn't hurt to have some combination of a brief DL stint for anyone who's even slightly knicked up, a few times through a six-man rotation, or even a demotion for a couple weeks of short starts from Dobnak to make sure he's well-rested for getting through a season that goes well into October. If we aren't, Pineda is our mid-May trade acquisition. 

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