SponsorUS Water Systems
LA Dodger Talk

I Confess to Being a Contrarian

If you are a contrarian in the investment community, you likely have a very good track record of making money because it has been proven over and over again, that running with the herd is a recipe for failure. A contrarian often looks like an idiot most of the time until they clean up the mess that the herd made with their ill-advised buying. In short, a contrarian wants to

By Mark Timmons5 min readJump to 46 comments

If you are a contrarian in the investment community, you likely have a very good track record of making money because it has been proven over and over again, that running with the herd is a recipe for failure.  A contrarian often looks like an idiot most of  the time until they clean up the mess that the herd made with their ill-advised buying. In short, a contrarian wants to buy when everyone else wants to sell, and sell when everyone wants to buy (i.e., see Graham and Dodd’s Security Analysis).

What I have found is that what is often obvious to me is not obvious to others.  I’m a contrarian in business, investing, life, sports and with the Dodgers.  While it is not always true, I believe that if everyone is doing something… or thinking something… it’s probably wrong!  I also must confess that I have not mastered the contrarian mindset.  For example, a few weeks ago, I (like lots of other Dodger fans) called for Chase Utley to be DFA’ed.  I wasn’t alone.  A lot of other morons said the same thing. Yeah, I admit, I was a moron!

I have been saying that Rich Hill would come around, but many Dodgers fans wanted him gone, executed and dismembered.  Wrong again! While he is not back 100%, he sure looked better in his last start and in another start or two, he will be there.  WRITE THAT DOWN! Rich Hill will be a very important component in the Dodger’s quest for a World Championship.

When Guggenheim and Company hired Andrew Friedman, I sensed they had hired a kindred spirit.  It was obvious to me, that he was a contrarian.  He was going to buy low and sell high, and he was not going to make dope-fiend moves.  When others were selling , he was buying and vice-versa.  He took risks on injury-prone pitchers and stacked them deep while buying them cheap.  I saw and understood his plan and was immediately branded as an idiot (by people who now have shown themselves to be the real idiots).

See, contrarians have to endure the insults and ridicule of people who are not adept at perceiving the obvious immediately.  The lemmings just kept running off the cliff, bad-mouthing FAZ as they plummeted to their destruction.  Ideas that are not conventional or out of the norm are ridiculed by the lemmings who follow the same plan over-and-over … the cliff! Look, I am not the sharpest knife in the drawer, but I picked up on this one right away!

Some fans even made it personal in their attacks against my ideology.  Dodger Therapy was venerated as gospel and I was the anti-Christ. All I can say is “Where is the moron who wrote Dodger Therapy now?”  I’ll tell you where:  He’s in a strait-jacket, mumbling unintelligible ramblings about FAZ.  What a dumbass!

Andrew Friedman’s version of the Dodgers have won the division every year since he has been in charge, went further in the playoffs every year, are in prime position to win it all this year and have one of the finest and deepest farm systems in baseball.  I took so much flack the past two years in my support of FAZ that I had to leave another blog and keep the morons out of this one.  Here’s the good side:  if you can post here, I deem you to be “not a moron!

In fact, I have surrounded myself in this blog with people who are smarter than me.  That’s really not much of an accomplishment because  98.9% of the population are smarter than me.  So there is that!  The moral of this story is not to run with the lemmings.  Conventional wisdom is usually wrong.  Be calm, be collected, be real. Don’t panic over dumb stuff!

Lots of fans castigate FAZ for not signing pitchers that pitch deeper into games.  Well, the Cubs, Giants and Mets had pitchers who pitched deep into games last year.  Is that a recipe for success or failure the next year?  You may not like it, but the times, they are a changing!   Why? Lots of reasons, but they are!  Get over it and get on with life. This is the way it is.

Sooner or later the FAZ-A-Phobes will have to give up the fight, but it might be a while since they are intellectually challenged.  Someone asked how much longer we will have to watch Hatcher?  The answer is “At Least One More Time.”

Rants & Raves

  • Ryu is stuck – Maybe he should get traded to the Orioles who need starters.  He might be their #3.
  • Justin Verlander a Dodger?  Surely you jest!  Not a chance! No more bad contracts!
  • FAZ mismanaged Julio Urias and has no plan.”  That’s silly! They don’t have a plan because they don’t know how his health is.  Duuuuuhhhh!  They are supposed to know more today.  To blame this on FAZ is really… well the only word I can think of is dumb!  Holding him back and not letting him pitch everyday causes a sore arm?  Really dumb!  Do better than that! You can disagree with how he has been held back, but the fact of the matter is: They want him to be ready at the end of the year.  How else you do that is subjective.  I happen to agree with it, but it’s an opinion.
  • I hear A-Gon may be back Mid-July… or not!
  • Ethier?  Allegedly September.  That means “We have no clue.”

Minor League Hot Sheet

  • OKC played 2 and won 2.
  • Verdugo was 2-6 and Calhoun was 2-4 with his 15th HR.  Farmer was 3-5 with his 6th HR and is hitting .360.  Thompson was 2-5 (.217) and hit his 7th HR
  • Rios hit his 15th at Tulsa and sopko went 5 strong innings allowing just 1 run.
  • Raley, Peters and Estevez all had two hits at RC.  Peters, Diaz and Estevez homered.

Discussion (46)

Disagree, not disagreeable

Be civil — moderation is real. Links may need a moment of review.

  1. PeterJJune 24, 2017

    God speed Julio… Hope to see you soon… From everything I’ve read, I’m now slipping into analysis paralysis… We know he’ll give it the good fight…

    Depth, how sweet it is!!! First person comes to mind is Brock Stewart… He’s somewhere near the top in possibilities and I really like the kid…

    ST 2018 will be an audition frenzy and I’m looking forward to being there…

  2. IdahoalJune 24, 2017

    I agree with you Bluto on Gutierrez. There is no need for him now. In fact, the game last night should of been 6-0. Kike or Taylor would of gotten to that ground ball. Kike and Taylor can play anywhere. That has to be a comfort to the manager to know you have two players that can probably play seven positions and play them well. They are both just good athletes.

    Verdugo should be brought up. He needs an opportunity to show what he can do. I feel the same about Calhoun. He needs to be included in a trade to an American League team. He just does not have a position with the Dodgers.

  3. CampyJune 24, 2017

    When I went to spring training I was really impressed by Wood and Bellinger, but had no idea that they would be performing as they have. It is great that our rotation against Col. would line up with Wood, Kershaw and McCarthy. We have a chance to sweep them.

  4. dodgerrickJune 24, 2017

    Horrible news about Urias.

    Anterior capsule tear is a big deal. The 1st guy that I heard that had this was Orel Hersheiser. He kept pitching after it was repaired but was never as good. From Dodgers’ Insider “Team physician Dr. Frank Jobe proposed a surgery more radical than the experimental ligament-transplant surgery used in 1974 on Dodger left-hander Tommy John. Jobe had performed labrum surgery on NFL quarterback Jim McMahon and PGA golfer Jerry Pate. But never a Major League pitcher. Jobe reconstructed Hershiser’s anterior capsule and tightened the ligaments in his right shoulder.”

    Houston Methodist Hospital explains the shoulder capsule like this: “Surrounding the shoulder joint is a watertight sac called the joint capsule. The joint capsule holds fluids that lubricate the joint. The walls of the joint capsule are made up of ligaments. Ligaments are soft connective tissues that attach bones to bones. The joint capsule has a considerable amount of slack, loose tissue, so that the shoulder is unrestricted as it moves through its large range of motion. If the shoulder moves too far, the ligaments become tight and stop any further motion, sort of like a dog coming to the end of its leash.”

    Anterior capsule injury can cause instability of the shoulder and lead to dislocation. It is frequently a career ender. From an article in the Seattle paper in 2014, about an injury to a pitcher named Danny Hultzen: “The last repair is the most serious. Pitchers have returned from partial tears to the labrum and rotator cuff, but only a few have returned from capsule surgery.

    Hultzen rattles off the names of Mark Prior, Johan Santana and John Danks. Other players who had the surgery include Chien Ming Wang, Rich Harden, Dallas Braden and Chris Young.” (Young actually had a thorasic outlet surgery.)

    While Urias is young and doesn’t have a ton of mileage on his arm, the odds are good that he will never be the same. The Dodgers need a back-up plan.

  5. IdahoalJune 24, 2017

    Terrible news. We will not see Urias until 2019. I just hope he can come back. FAZ has done everything they could to protect him. Things just happen.7

  6. Rudy ByrdJune 23, 2017

    Best wishes to Julio. See you sometime next year.

  7. Boxout7June 23, 2017

    Julio Urias To Undergo Shoulder Surgery

    By Jeff Todd | June 23, 2017 at 6:10pm CDT

    .

    Young Dodgers southpaw Julio Urias will require anterior capsule surgery on his left shoulder, according to a team announcement.

    .

    BUMMER!

    .

    Can any board medical experts add to the below article?

    .

    http://camdendepot.blogspot.com/2013/04/science-of-baseball-johann-santana-and.html

  8. IdahoalJune 23, 2017

    The good thing about our lineup right now is anyone can hurt you. Seager swings at the first good pitch he sees. Yes, Utley is there because the Dodgers wanted him in the clubhouse. I was against his signing. What do I know.

    I will disagree with you on one thing with Urias. I have said this before when FAZ tried to use the 10 day DL for the starting pitchers. Pitchers are creatures of habit. They like a routine. Lack of a routine has hurt Urias this year. I would of kept him at the training center for April and May. There you could control his workouts and routine. Then I would of brought him up to AAA in June. Put him on a five to six man rotation. Let him throw up to 90 pitches. When he was ready, bring him up to the majors. Now let him go up to 100 pitches and in a five man rotation. This starting and stopping him never allowed him to get into a routine. I think this has hurt him more than anything. I think this year has been a total waste for Urias. If his arm is fine we may see him in Sept. Again, we may not see him at all this year. This is why I thought he did not look good when he came up this year. He just did not have good command of his pitches.

  9. Watford DodgerJune 23, 2017

    Goldy has 64 RBIs already.

    That is awesome.

  10. KLDJune 23, 2017

    At 52, I’ve been a lifelong Dodger fan (except for the four years that Garvey was a Monk), and one thing I’ve learned in all those years is to be patient. I used to be one of those folks that wanted to get rid of a player after a bad week or two but have since figured out that the season is 162 games long. Unlike the NFL where a week or two is a rather large chunk of the season, players in the MLB have a loooong time to get it right. Baseball is most certainly a game that will teach patience it might just take a few more years for some people to learn.

  11. Vegas DodgerJune 23, 2017

    Although there is value in clubhouse presence and fielding and intangibles these 4 have season averages of:

    Forsythe-.211

    Pederson-.226

    Hernandez-.228

    Utley……….-.231

    The problem is they get lots of AB’s because they have no one better. Hopefully they improve and if they don’t there will be changes made. If a starting pitcher is traded please bring back a bat who can hit both R and LH pitching.

  12. Boxout7June 23, 2017

    Mark, thanks for reminding me about Fraudy at Dodger Therapy. I hadn’t gone there in months, but did today. I guess I just needed a good laugh and got it.

    .

    Fraudy’s last FAZ hate filled article was on April 18, 2017. Since then he has gotten a total of 8 outside posts, including some moron posting as both “Badger the Olde” and “badger3” and conversing with HIMSELF. Fraudy couldn’t have been more wrong about FAZ, but some of his followers sure do need therapy.

  13. JimboJune 23, 2017

    Mark, you should have moved the Rants and Raves heading to the top of the page. i agree with what you say and as Always Compete stated about starting pitchers. The Royals showed that you don’t have to have pitchers that can pitch deep into games IF you have a goo bullpen. As I said in a previous post, with the way pitchers are being taught to go full bore from the start of the game they can’t go nearly as deep unless they get several quick outs. It was nice to see Joc swing at the first pitch. I know we’ve all been annoyed when guys take strike one right down the middle at-bat after at-bat. Grandal is another one that does it alot. I remember a batting coach saying in the late 80s or early 90s that his philosophy for his players on the first pitch and 3-0 was to look for a pitch on one spot. Maybe I’m one of Mark’s morons but I would think that after repeatedly taking strike one down the middle you would start looking for a pitch down the middle.

  14. MJJune 23, 2017

    Kike had another big night last night, too.

    He has been much better this year, and he has showed a lot of people that he can be a very good asset for the team, with both his defense, and with his bat, even though some, try to pick at his defense.

    I don’t think Joc makes that same throw that Kike made, to cut a runner down, at home.

    Sometimes everyone including me, expects to much, from a player that is not playing on a regular basis, like Kike.

    And that is why I was not upset with what Utley was doing at the begining of the season either.

    Utley was basically signed, because the players wanted him on the team, again.

    And he has done more then what he was expected to do, even though it seems like he is slowing down a little, at the end of this month.

    It also seems like Bellinger is cutting his strike outs down, and bringing his average up this month too, and it is good to see Cody making those adjustments, so early in his msjor league career.

    And just like last year at this time, Turner’s power, has returned.

    And Turner also put out an extra effort in the off season, to hit lefties better this year, and he has done that, and that makes a bigger difference then we probably know, since our numbers against lefties are better this year.

  15. AlwaysCompeteJune 23, 2017

    I had a discussion yesterday with one of my closest friends who is a huge Giants fan. I started by laughing at how Cueto has announced he is going to opt out after this season, and how their ship is sinking and now it’s every man for himself. He then told me that the Giants lead the league in pitching quality starts. I countered that it was because there was nobody they could trust in their bullpen. Starting pitchers going deep into games sure has not worked well for SF. For those that want to hold on to the past, the future is here and you are going to be left behind.

  16. MJJune 23, 2017

    Mark

    I am glad you brought up Urias, because I wonder if his arm was already sore, when he really started pitching this year.

    He didn’t ever pitch like he can this year, and maybe the extra innings he pitched last year, caused him to have a little tenderness, once he started really pitching.

    And Urias didn’t want to say anything about the soreness he had, because this was his big chance to be on the major league team, from the start of the season.

    I can’t understand why anyone would put what happened to Urias, on the front office.

    I have not always been happy with some of the signings they have done, when it comes to the free agent pitchers, but I don’t know how anyone can put on the Dodgers, what happened with Urias this year.

    They were trying to do the right thing, and keep Urias’s innings down, so he would be able to pitch when it was more important, at the end of the season.

    There was no prescribed way to break Urias in slowly, to keep his innings down,, and to have him be ready and sharp, to join the major league rotation, at the right time.

    The front office was just trying to do the best for Urias and for the team.

    And I agree with Mark, that Urias will make his mark on the team, before the season is over.

  17. BumsrapJune 23, 2017

    Think Turner has been on fire since returning from the DL? Take a look at the stats and sort by the last 30 days and you will see that Joc is right there with Turner.

    .

    http://losangeles.dodgers.mlb.com/stats/sortable.jsp?c_id=la#playerType=ALL&elem=%5Bobject+Object%5D&tab_level=child&click_text=Sortable+Player+hitting&game_type='R'&season=2017&season_type=ANY&league_code='MLB'&sectionType=sp&statType=hitting&page=1&ts=1498229974942&timeframe=d30&split=&last_x_days=30&sortColumn=ops&sortOrder='desc'&extended=0

    .

    It’s good to have them both back.

  18. doubledigitmindJune 23, 2017

    You are walking the same path that I take. Enjoy the stroll.

More from Dodger Talk

Dodgers Food Trailer

I did this interview a couple of weeks ago with Chef Mike, who runs the Dodgers Food Trailer for the Great Lakes Loons. They are there for every home and road regular season and playoff game. They prepare three meals a day for approximately 50 people (players and coaches). Since games end late most evenings, they do not prepare breakfast. Many of their hotels have a complimentary breakfast anyway. However,…

By Mark Timmons · July 17, 202651

Meet LAD 2026 Draft Picks 1-12

3 picks were High School players (2 SS and 1 OF). There was a college OF, college catcher, college SS, and 10 college pitchers. Of all the talk for a need for a catcher, the only catcher the Dodgers selected was Luke Bard, son of LAD bullpen coach Josh Bard. Bard was a 4th year senior from Houston Christian University. He is not a prospect, so the Dodgers are still…

By Jeff Dominique · July 16, 202674

Interview with Paul Beachy – Team Bus Driver For The Great Lakes Loons (LA Dodgers Minor League Team)

It’s been a few days since I did this interview. We have evidently been working my son-in-law (the video guy) like a rented mule at US Water Systems. However, I am taking him to London with me in a few days, so maybe Watford will buy him a pint as a tip, but he’s a dang Red Sox fan, so there is that! I thought that it would be interesting…

By Mark Timmons · July 15, 202652

Thanks for Your Service: Chris Taylor

I was going to do this post when Chris announced he was retiring, then he changed his mind, but since the chances of him ever playing for the Dodgers again are slim and non-existent, I will go ahead with this post. He unretired, went on the IL, then decided to call it quits on May 24th. Taylor was born in Virginia Beach VA on August 29th, 1990. He attended Great…

By Michael "Bear" Norris · July 14, 202676