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Friday, November 14, 2008

Nate Silver Shopping a Pair of Books; One on the Art of Prediction

Then the world’s mine Jerry Royster…

30-year-old polling wiz Nate Silver, who became a star during the 2008 election with his Web site FiveThirtyEight.com, is looking around for a book deal.

Mr. Silver’s statistical skills were ratified when the outcome of the Presidential race aligned almost exactly with his final predictions both for the popular vote and the Electoral College breakdown, and thanks to the exposure he received during the past six months on MSNBC, CNN, and Fox News (as well as in Newsweek, New York, The New York Times, and numerous outher publications), publishers in New York are eager to get him under contract as soon as possible.

Mr. Silver’s agent, Sydelle Kramer of the Susan Rabiner Agency, is giving them their chance this week, having sent out a brief proposal with instructions to indicate interest by Tuesday.

According to someone who saw the proposal, Mr. Silver is looking to write two books. The first is a Freakonomics-style guide to politics that answers questions like “Is there really a Bradley Effect?” while the second is on the art of prediction, a book that will draw on interviews with people who have to predict things for a living. In his proposal, Mr. Silver spent two pages describing each book.

Repoz Posted: November 14, 2008 at 07:50 PM | 56 comment(s) Login to Bookmark
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   1. Esoteric Posted: November 14, 2008 at 08:23 PM (#3009398)
I think we may have just reached the tipping point where Nate Silver becomes intolerably insufferable.
   2. Jimmy P Posted: November 14, 2008 at 08:31 PM (#3009404)
I was thinking we may have reached the point where Nate doesn't write about baseball anymore. He barely writes about it now.

Can't say I'm disappointed or that I wouldn't do the same thing. If money and fame are there, and you can still do something you enjoy, why not take it? Besides, predicting politics may be a bit more important than predicting what Mike Jacobs hits next season.
   3. Biff isn't really an apt handle anymore Posted: November 14, 2008 at 08:39 PM (#3009413)
The first is a Freakonomics-style guide to politics that answers questions like “Is there really a Bradley Effect?” while the second is on the art of prediction, a book that will draw on interviews with people who have to predict things for a living. In his proposal, Mr. Silver spent two pages describing each book.

I'd buy both.
   4. Greg Franklin Posted: November 14, 2008 at 08:40 PM (#3009414)
I think we may have just reached the tipping point where Nate Silver becomes intolerably insufferable.

Gladwell would like you to pay him $0.10 for using that phrase without blinking.
   5. Slinger Francisco Barrios (Dr. Memory) Posted: November 14, 2008 at 08:43 PM (#3009418)
The first is a Freakonomics-style guide to politics that answers questions like “Is there really a Bradley Effect?”

They had Tom Bradley's campaign manager on NPR a couple weeks before the election, and he said the Bradley Effect was b.s., that mostly they underestimated turnout in GOP areas. He had every reason to want to blame racism and said it wasn't. There, I saved Silver a chapter.

Besides, predicting politics may be a bit more important than predicting what Mike Jacobs hits next season.

Predicting politics is what gives the political season its awfulness. It's not a goddam' horse race. I despise all such polling and punditification.

Gladwell would like you to pay him $0.10 for using that phrase without blinking.

Does Gladwell have a copyright on "intolerably insufferable"? Maybe he should. 10,000 hours my ass.
   6. Roy Hobbs of WIFFLE Ball Posted: November 14, 2008 at 08:44 PM (#3009419)
I'd buy both.


That makes two of us. Nate Silver is on my very short list of "If he/she says it, I'm listening closely."
   7. AROM Posted: November 14, 2008 at 08:51 PM (#3009430)
predicting politics may be a bit more important than predicting what Mike Jacobs hits next season.


Blasphemy!
   8. CW hits the pinata for the candy Posted: November 14, 2008 at 08:58 PM (#3009438)
I was thinking we may have reached the point where Nate doesn't write about baseball anymore. He barely writes about it now.


I think you're right. And I know I've been banging this drum for a while now, but that really cuts BP close to the bone - I think the only full-time hard-core numbers guy they'd have left is... would they have one? I don't know what Davenport's up to these days. It's possible he's working behind the scenes, but his website presence is exceedingly small. The Woolner/Click/Fox set has all been hired by teams.
   9. Jimmy P Posted: November 14, 2008 at 09:01 PM (#3009443)
Predicting politics is what gives the political season its awfulness. It's not a goddam' horse race. I despise all such polling and punditification.

Predicting is very important (mostly to campaigns, to the public it's pretty useless). Pundification is what makes it insufferable.

The first is a Freakonomics-style guide to politics that answers questions like “Is there really a Bradley Effect?”

The Bradley Effect could exist, but pretty much had no shot this election. The media really really wanted it to happen, because nothing says November sweeps like racial tension! Talk about a fabricated story.
   10. Jimmy P Posted: November 14, 2008 at 09:04 PM (#3009450)
I think you're right. And I know I've been banging this drum for a while now, but that really cuts BP close to the bone - I think the only full-time hard-core numbers guy they'd have left is... would they have one?

It matters who owns the algorithm for PECOTA. Since it seems that and VORP are the only stats they ever use anymore.
   11. Raskolnikov Posted: November 14, 2008 at 09:06 PM (#3009452)
Can Nate Silver predict whether his books will sell? What are his most similar comparables?
   12. Kyle S at work Posted: November 14, 2008 at 09:07 PM (#3009454)
PECOTA is owned by BP. They bought it from him in 2002. Presumably he agreed to continue development for them, but that's definitely not his IP any more.
   13. billyshears Posted: November 14, 2008 at 09:08 PM (#3009455)
Predicting politics is what gives the political season its awfulness. It's not a goddam' horse race. I despise all such polling and punditification.


I think the real problem is that pundits tend to view all issues through the prism of the horse race. That's not what Silver does. He just tries to give people a clearer picture of where things stand in the horse race.
   14. Phenomenal Smith Posted: November 14, 2008 at 09:12 PM (#3009460)
That punk has 90 seconds left on his 15 minutes of fame.
   15. Gamingboy Posted: November 14, 2008 at 09:16 PM (#3009466)
Questions Nate Silver still must answer for us all:

What are the odds of there ever being a MLB season where every team, after 162 games played, all have .500 records, leading to a cataclysmic playoff of DOOM!?

The exact year, month, day, hour, minute and second that mankind lands a man on Mars?

Where is the Beale Treasure?

How many licks does it take to get to the center of a tootsie pop?

Where is Osama?

Was JFK's death a conspiracy?

When will the World end?
   16. Famous Original Joe C Posted: November 14, 2008 at 09:30 PM (#3009480)
I think we may have just reached the tipping point where Nate Silver becomes intolerably insufferable.

Maybe. Met him five years ago and he was a really nice guy, though. Very down to earth, no chips on shoulders or the like.
   17. CW hits the pinata for the candy Posted: November 14, 2008 at 09:32 PM (#3009482)
PECOTA is owned by BP. They bought it from him in 2002. Presumably he agreed to continue development for them, but that's definitely not his IP any more.


Not that I'm all that privvy to the inner workings of BP, but my impression based upon what I've read is that PECOTA is an absolute rat's nest of Excel programming (this is why Silver says BP can't do in-season PECOTA projections). I have no doubt that Silver can't take PECOTA with him, but I really don't know if they can run PECOTA without him. Maybe some of the behind-the-scenes greasemonkeys know all the wickets, I dunno.

As far as I can tell, development of VORP pretty much ceased when Woolner left. SFR and the baserunning figures seem to have disappeared when Fox left - if I'm wrong on this I'd love to be corrected.
   18. Designated Sitter (GGC) Posted: November 14, 2008 at 09:36 PM (#3009485)
Since it seems that and VORP are the only stats they ever use anymore.


About the only thing of theirs that I check regularly are the support-neutral pitching stats.
   19. Raskolnikov Posted: November 14, 2008 at 09:40 PM (#3009489)
Not that I'm all that privvy to the inner workings of BP, but my impression based upon what I've read is that PECOTA is an absolute rat's nest of Excel programming (this is why Silver says BP can't do in-season PECOTA projections). I have no doubt that Silver can't take PECOTA with him, but I really don't know if they can run PECOTA without him. Maybe some of the behind-the-scenes greasemonkeys know all the wickets, I dunno.

That's awesome! Such an influential metric, and it's based on Excel?!
   20. robinred Posted: November 14, 2008 at 09:41 PM (#3009490)
That punk has 90 seconds left on his 15 minutes of fame.


Funny; I heard a Demo version of you say this about Dick Cheney yesterday.
   21. AROM Posted: November 14, 2008 at 09:50 PM (#3009498)
That's awesome! Such an influential metric, and it's based on Excel?!


You can do a lot with Excel. I would hope he's using the VBA features. The Chone projections are done in excel, but there are too many calculations for it to handle all the players at once. So it grabs the input data from one sheet, one player at a time, performs the calculations, outputs to another sheet, and goes on to the next player. It handles 1500+ hitters in about 6 hours. I usually let it run overnight.

I'm set up to do in-season updated projections, but I'll only do it for one player at a time, if something requires timely analysis, like a trade or whether Cliff Lee/Chipper Jones can keep it up. In a case like that I'll manually add the data.

To process all the players, I get major and minor league stats from different sources, and without uniform player IDs it takes forever to match them up correctly.
   22. Pops Freshenmeyer Posted: November 14, 2008 at 09:51 PM (#3009499)
As far as I can tell, development of VORP pretty much ceased when Woolner left.

Which is strange because people like Tango have been pointing out flaws which don't get fixed.

My guess is they have some sort of license agreement to continue using VORP but changing it's components would be outside the use license.
   23. Ron Johnson Posted: November 14, 2008 at 10:13 PM (#3009527)
About the only thing of theirs that I check regularly are the support-neutral pitching stats.


Which is basically unchanged from what Michael Wolverton had at least as far back as 1995.

My guess is they have some sort of license agreement to continue using VORP but changing it's components would be outside the use license.


I doubt it. Among other things, last time I checked Keith was using Dave Tate's improvements to runs created (Marginal Lineup Value) plus his own calculation for replacement level. You could take MLV (or any decent metric in the public domain) and calculate your own replacement level (and there are at minimum three viable approaches here)

My money's on "good enough". MLV's got a standard error in the 7-8 run range for a full time player. Best metrics I'm aware of can cut this to around 5. I know Keith was always planning on changing to a better metric but just never got around to it (that I'm aware of) -- and it's no big deal. For my money things like VORP and OPD are where the conversation starts. If you're terribly concerned about precise rankings (as opposed to a general sense of where a player ranks -- call it a letter grade) it's best to use as many good metrics as you can. (and as much other info too)
   24. jmurph Posted: November 14, 2008 at 10:15 PM (#3009530)
PECOTA is owned by BP. They bought it from him in 2002.


Maybe a dumb question but the "they" in the second sentence above- who is that? Who actually owns BP?
   25. Tango Posted: November 14, 2008 at 10:21 PM (#3009534)
As best as I know, from speaking with BPro-ers, in return for granting IP rights of VORP and PECOTA and DT (and most anything else they have), those particular guys were given shares in the company. And whoever founded the company also got shares. The rest of the staff toils.

(Which is probably why quality writers like Zumsteg et al left, since they didn't have something tangible like that to offer, and so, were shut out of equity. This part is mostly guessing. And of course, a darn shame if true.)

Also note that BPro owns a stake in 538.com (based on their press release). So again, my (pure) guess is that there's been another transfer of IP from Nate to BPro in return for equity.

***

They do have full access to VORP, but it becomes a programming issue. Trying to alter someone else's code is never fun, especially if it's a pet project coding that you did, and never considered to document the work.

In any case, BPro-ers believe that their bread-and-butter is the talking of baseball, rather than trying to get accurate numbers out there.

***

If I had the time, I would offer to convert Rally's Excel program into something database-centric. I'd do the same for Nate. Stuff like that should take just a few to several minutes to run. Unfortunately, I've got my other sh!t that I've let pile up.
   26. Ron Johnson Posted: November 14, 2008 at 10:25 PM (#3009539)
Who actually owns BP?


Well I know who started it, but it seems to me that over the years the people who have a stake has changed.

I'd be surprised if Christina Kahrl hasn't maintained her stake. Last I heard, Dave Pease was still there, and I'd be surprised if he didn't have a share. Same with Clay Davenport.
   27. Brian White Posted: November 14, 2008 at 10:39 PM (#3009545)
Also note that BPro owns a stake in 538.com (based on their press release). So again, my (pure) guess is that there's been another transfer of IP from Nate to BPro in return for equity.

Wouldn't the transfer of IP be the other way around? i.e.

Nate: I want to use this PECOTA feature to predict elections.
BP: Sorry, you gave us the rights to that, and you can't have it back for free.
Nate: Here, have [X%] of 538.com
BP: Deal.
   28. Phenomenal Smith Posted: November 14, 2008 at 10:43 PM (#3009548)
Maybe a dumb question but the "they" in the second sentence above- who is that? Who actually owns BP?


BP is owned by the Chi Coms.
   29. CW hits the pinata for the candy Posted: November 14, 2008 at 10:48 PM (#3009552)
If I had the time, I would offer to convert Rally's Excel program into something database-centric. I'd do the same for Nate. Stuff like that should take just a few to several minutes to run. Unfortunately, I've got my other sh!t that I've let pile up.


I plan on doing a full open-source release of my Marcels reimplementation here in the next few weeks, once I have my tutorial series finished up.
   30. Tango Posted: November 14, 2008 at 10:59 PM (#3009562)
Colin: good, maybe Rally will be able to leverage your work for himself.

Brian: never thought of that, but perhaps. The "idea" of PECOTA is not protected, and if that's what Nate used, then it would work my way. However, if he actually used part of the actual code ("trade secret"), then you'd be right. Come to think of it, that seems to make the most sense. It didn't make sense that BP got involved in 538.

This sounds like the relationship that Lorne Michaels and Vince McMahon has with their employees. We'll never see another Wayne's World or "The Rock" because of that. (Which is not necessarily a bad thing.)
   31. Designated Sitter (GGC) Posted: November 14, 2008 at 11:08 PM (#3009571)
Why didn't 538's algorithm have a name like PECOTA? Paul Laxalt was the Bill Pecota of the 1988 election. LAXALT would have been a strong name. Regardless, as long as Nate doesn't do a bio on Bowie Kuhn, he can do whatever he wants.
   32. robinred Posted: November 14, 2008 at 11:31 PM (#3009587)
Regardless, as long as Nate doesn't do a bio on Bowie Kuhn,


But Kuhn is a Hall of Famer!
   33. Vance W Posted: November 14, 2008 at 11:36 PM (#3009591)
How many licks does it take to get to the center of a tootsie pop?


Hey, I know that one. Thre answer is three.
   34. hardrain Posted: November 14, 2008 at 11:41 PM (#3009595)
Why does Nate wear ladies' glasses? He's on HARDBALL w/Chris Matthews right now
   35. George Brett Barberie Posted: November 15, 2008 at 12:43 AM (#3009620)
The deal is reportedly done for 700k for the two books with Penguin USA.
   36. HowardMegdal Posted: November 15, 2008 at 01:16 AM (#3009632)
I think we may have just reached the tipping point where Nate Silver becomes intolerably insufferable.

Maybe. Met him five years ago and he was a really nice guy, though. Very down to earth, no chips on shoulders or the like.


Exactly. Let's not confuse "he's insufferable" with "we resent his success." Nate is a class act, and deserves every bit of this.
   37. Guts Posted: November 15, 2008 at 01:33 AM (#3009638)
Maroon Pride!
   38. Bruce Markusen Posted: November 15, 2008 at 01:38 AM (#3009641)
If I received an offer for 700K, I'd gladly take it--and then retire.
   39. Starlin of the Slipstream (TRHN) Posted: November 15, 2008 at 01:48 AM (#3009645)
There's something a bit glossy about Nate's self-assessments. There doesn't seem to be much publicly available statistical analysis of PECOTA's accuracy. I remember the first year of PECOTA, BPro did an analysis that found that Shandler performed best projecting hitters and PECOTA won the pitchers. Nate's commentary was that pitching's the hard part and everyone was equal on the hitting. Last year or so, AROM(?) did an analysis of projection systems that had PECOTA winning hitters and Zips winning pitchers. That became a tout and the "pitchers are harder to project" thing was dropped. I'd like to see more studies and more critical self-assessment; especially given the "deadly accurate" nonsense they sell. That said, they're not scientists, they're salesman.

With 538, I notice the same lack. What's the monkey with regard to Presidential elections? What value does 538's system add over the Princeton guys or RCP or the latest polls or whatever? The primaries suggested that there might be some value added with his method, but it appears that everything is ancedotal at this point.

I really like his political writing though.
   40. AROM Posted: November 15, 2008 at 02:00 AM (#3009648)
I think it was the 2006 season that I evaluated a few projections, and PECOTA came out on top. I think I've been able to beat PECOTA the last 2 years, but a lot of it depends on what method you use to evaluate the projections.

One thing's for sure, don't ever trust somebody to evaluate the projections when he's got a dog in the fight. That includes me, even though I'm not selling, and especially anything from BPro, as they are selling. I leave it to Tango Tiger, he's done some projection evaluation for the last 2 years.
   41. Kyle S Posted: November 15, 2008 at 02:02 AM (#3009649)
"They" is Prospectus Entertainment Ventures LLC. I'm sure that Nate owns some shares in that. He probably gets some dividends from it (I imagine it's cash flow positive).

$700k - not bad.
   42. Craig Calcaterra Posted: November 15, 2008 at 02:59 AM (#3009664)
Can Nate Silver predict whether his books will sell? What are his most similar comparables?


I hate to say it, but based on the buzz factor and context, his closest comp may be Ana Marie Cox (i.e. the original Wonkette). Her book tanked.

Hopin' for better Nate!
   43. BradChadford Posted: November 15, 2008 at 03:49 AM (#3009681)
his closest comp may be Ana Marie Cox (i.e. the original Wonkette)


I don't know -- Wonkette's book was a novel. Nate's books at least seem like they actually build on his area of expertise and are the kinds of things people who like his site would want to read. Then again, maybe 538 The Novel -- upstart political blogger discovers that Zogby is being paid off by sinister forces and he finds his life threatened as he attempts to expose them using his own proprietary algorithms -- wouldn't be half-bad.
   44. Fargo Posted: November 15, 2008 at 04:29 AM (#3009702)
Silver has written that PECOTA uses more than just Excel. It also uses regression analysis relying on STATA or some other stat package.

No part of PECOTA is used in the election forecasts except (afaik) application of the idea of similarity scores -- which is not unique to either PECOTA or the election projection model. Nate doesn't owe BP anything for using that publicly available technique in some other types of analysis.

The methodology underlying the 538 model is more openly disclosed (see the FAQ) than the methodology underlying PECOTA.
   45. Tango Posted: November 15, 2008 at 04:33 AM (#3009705)
I did a rather extensive evaluation on my blog of the 2007 forecasts of lots of the big hitters (PECOTA, ZIPS, AROM's Chone, MGL, Bill James, Pete Palmer, Shandler, plus Marcel and the Community Forecast). The result is that there really wasn't much to choose between any of them. (I'm going to work on the 2008 evaluations soon.)

AROM is right when he says you can't trust the guy with the dog in the fight. Not that they will cheat or anything, but simply that they may be subconsciously biased and may only see the evaluation from a narrow view.

In my case, I actually publicize that I want other systems to beat Marcel, and bend over backwards to make sure that Marcel doesn't get any benefits.

Anyway, enough yapping. The threads, which desperately require me to provide summaries for, can be found here for hitters (start at post 29) and pitchers (with post 23 talking about PECOTA and forecasting systems in general).
   46. Dan Szymborski Posted: November 15, 2008 at 06:04 AM (#3009728)
There are a lot of stat packages that work hand-in-hand with Excel - you're not limited to vanilla Excel, which would probably be inadequate for what a lot of us do. ZiPS is this massive Excel/Statistica gnarl that takes up 10 GB, mostly because I ask it to do a massive variety of stuff, mostly automatically.

I try to stay away from talking about projection systems, other than just talking about the actual nuts and bolts, because I have an obvious conflict of interest. Self-promotion isn't exactly my strong point.
   47. The Kids Are Enright (1k5v3L) Posted: November 15, 2008 at 06:53 AM (#3009748)
Good for Silver. Am happy for him. $700K is a nice payout for his investment in 538
Of course, he also has to write the two books... as long as Will Carroll isn't his editor though, he should be ok
   48. greenback Posted: November 15, 2008 at 07:23 AM (#3009756)
Converting PECOTA to a cleaner platform sounds like a job for an intern, but there could be some concern about IP theft.

I'm old enough to remember how an office worked without PCs at every desk. Unless you had access to a mainframe, some simple number-crunching was incredibly tedious. I'd guess that working as Bill James's assistant back then was even less fun than my hypothetical's intern's job.
   49. Jessex Posted: November 15, 2008 at 07:54 AM (#3009761)
We're finally witnessing the death of BPro.

Gary Huckabay left, proving that BPro had nothing to offer front offices.

Keith Woolner left, proving that Keith Woolner did have something to offer.

Dan Fox left, proving that Dan Fox was smarter than the rest of the ones that were left.

Joe Sheehan's bulls**t doesn't sell, Will Carroll's bulls**t doesn't make sense, and no one's going to hire the fabulous Ms. Kahrl in today's Prop 8 state.

But Nate Silver and Pecota were all that really were difference makers. If that's gone, congrats to Nate and good riddance to the shell of BPro. It had long since outlived its usefulness.
   50. Lassus Posted: November 15, 2008 at 08:02 AM (#3009763)
Self-promotion isn't exactly my strong point.

No need to get all Bruckner on us, Dan. You're better than that.

Also, he was a nutcase.
   51. rfloh Posted: November 15, 2008 at 08:20 AM (#3009766)
SFR and the baserunning figures seem to have disappeared when Fox left - if I'm wrong on this I'd love to be corrected.


The baserunning figures are still there, both individual and team, in their statistics section. Some of their writers, off the top of my head, Kahrl and Jaffe, sometimes reference them.
   52. Rear Admiral Piazza Posted: November 15, 2008 at 09:24 AM (#3009771)
I'm not terribly familiar with 538. Did Nate just compile and review the data that pollsters gathered? What kind of independent research did he bring in?
   53. Greg Franklin Posted: November 17, 2008 at 07:43 PM (#3010820)
Then again, maybe 538 The Novel -- upstart political blogger discovers that Zogby is being paid off by sinister forces and he finds his life threatened as he attempts to expose them using his own proprietary algorithms -- wouldn't be half-bad.

Sounds like Numb3rs for the NPR set. "There was an unauthorized push poll in Nebraska; who could have been behind this??"

I'm not terribly familiar with 538. Did Nate just compile and review the data that pollsters gathered? What kind of independent research did he bring in?

From what I gathered, he took the polls' data and used his own weighting based on the poll's credibility (not a simple average) to assess the "true value" of the candidates' support; he then tied those results into electoral vote math. The archives of fivethirtyeight.com should still be up; I wouldn't read the thread comments if you value your time.

I agree with the others above who said that the true "extra" Nate added was his prose analysis of the results and tying in to the mechanics of polling. IME Sean Quinn's on-the-road reports added a lot to the evaluation of the numbers and served the function of independent research.

And... let it be said that the Suck.com book was good in its day, and ahead of its time.
   54. Phenomenal Smith Posted: November 19, 2008 at 04:09 PM (#3012264)
Silver is such a dumb turd he doesn't even know what a push poll is.

Source:
http://www.zogby.com/news/ReadNews.cfm?ID=1641#Anchor-37902
http://johnziegler.com/editorials_details.asp?editorial=176
   55. The District Attorney Posted: November 19, 2008 at 04:30 PM (#3012277)
no one's going to hire the fabulous Ms. Kahrl in today's Prop 8 state.
You're a bad person.

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