Coming into the season, I felt this was a 90-95 win team. When we had the whole panic/how to improve thread a few weeks ago, I pointed out that the easiest place for the team to improve was essentially in taking a bench that collectively had an OPS under 400 and simply upgrading it to replacement level, and in that sense, the De Aza trade was exactly the sort of thing that made sense.
So, where do we go from here? I still believe that, talent-wise, this is a 90-95 win team. They're not nearly as bad as they were in May, but they're also not as good as they've been for the past couple of weeks. A 90-95 win pace from here on out would mean 84-78, likely to be a handful of games out of the playoffs. There's a decent chance that the division will be easier to win than a wildcard. Going forward, the main thing we've learned this season is that our evaluation of Betts, Bogaerts, and Swihart as pieces we want to hold onto long-term was correct; at this point it doesn't make sense to trade them except for a similarly valuable and similarly cost-controlled starting pitcher, and that sort of trade doesn't happen because neither side is ever willing to make it.
Given that, what's the right plan? I'd argue it's the same one as with the De Aza trade -- instead of trying to bring in a superstar at a high price from a small number of sellers, upgrade the bottom of the roster to being a little bit better. And, indeed, we have a few key pieces that are performing so poorly that we should be able to upgrade them at the cost of something a lot more like what we gave the Orioles for De Aza than like, say, what we got from them in return for Andrew Miller. Places where a cheap upgrade should be available, in order of what I'd see as our priority:
1) Napoli -- I think we've seen enough now to know that he's cooked, as much as the fan in me hates to admit that. 1B is low enough on the defensive spectrum that there are always bats available to stick there, several of whom are expensive players at the tail end of long contracts. This is someplace where a Gunkel-type prospect, plus the financial flexibility to take on salary in a year where the cap is irrelevant, should let us find an improvement. A league average 1B (more expensive, but perhaps just in dollars) would be worth about 1.5 wins over the remainder of the season compared to Napoli, and even a replacement value 1B is worth half a win.
2) Porcello -- Has actually been more harmful than Napoli. However, this is something, like with the team in May, where basically the best option is to believe in the long-term evaluation of Porcello as a good MLB starting pitcher and hope he figures it out. Even if a league average MLB starting pitcher were available for free, Porcello's contract makes that an incredibly expensive option -- he's going to either be starting the rest of the season (and hopefully regressing to the performance he showed previously) or end up with a long DL stint. So, the plan here has to be to find a way to make Porcello work -- regardless of how you'd like to apportion blame, right now this needs a coaching solution, not a GM solution.
3) The Kelly/Masterson/Wright tire fire -- the other spot where we've lost a win even to replacement value starting pitching so far this season, and one without long-term investment that prevents us from finding a better solution. The problem, of course, is that starting pitching is expensive. Fortunately, we have several good candidates in the high minors, one or two of whom are even starting to run low on options. My plan would be to give Johnson a month to claim the spot, or even Owens depending upon your evaluation of his last few weeks, before deciding whether to pay that price closer to the deadline. Regardless, this isn't someplace to bring in a good starter on a long contract simply because between top prospects (and Kelly should be included on that list) and existing long-term contracts, there isn't really a rotation spot available past this year.
4) Back of the bullpen -- We need a long reliever and, as always, could use another good arm or two. I'd look to make Wright the long reliever, and I strongly suspect that by September callups, we'll naturally find a couple of people to help. At the same time, we saw what top relievers bring back at the deadline, and it's not worth paying that cost. The best solution here seems to be promoting from AAA, I'd think, both given the cost and also because the back end of the bullpen has been bad enough that even an average replacement would be a useful upgrade.
5) Backup catcher -- When Swihart is healthy, he should be up the remainder of the year in place of Leon. No cost in terms of control years, and he's been making the right adjustments. If he's somehow out for much of the remainder of the season, we need to upgrade Leon, and should be able to do so very cheaply.
So, to summarize, my plan would be:
Look to trade for: average veteran 1B, willing to eat short-term large contract to drive the price down; possibly league average or slightly lower quality starting pitcher if available for primarily cash rather than prospects.
Promote from within: starting pitcher, back end of bullpen
Finally, as much as possible I'd keep in mind that because of the start to the season, the most likely scenario is that even a 95-win team falls short of the playoffs after a 40-45 start. As a result, finding development opportunities for the players who have the projection of real prospects and look like they've mastered AAA (Bradley, for example) is still an important consideration, and may well become more so depending upon how the next few weeks play out. This isn't a time to go all-in for this year, even if there were places available where it would help (and it's not clear that there are any).
So, where do we go from here? I still believe that, talent-wise, this is a 90-95 win team. They're not nearly as bad as they were in May, but they're also not as good as they've been for the past couple of weeks. A 90-95 win pace from here on out would mean 84-78, likely to be a handful of games out of the playoffs. There's a decent chance that the division will be easier to win than a wildcard. Going forward, the main thing we've learned this season is that our evaluation of Betts, Bogaerts, and Swihart as pieces we want to hold onto long-term was correct; at this point it doesn't make sense to trade them except for a similarly valuable and similarly cost-controlled starting pitcher, and that sort of trade doesn't happen because neither side is ever willing to make it.
Given that, what's the right plan? I'd argue it's the same one as with the De Aza trade -- instead of trying to bring in a superstar at a high price from a small number of sellers, upgrade the bottom of the roster to being a little bit better. And, indeed, we have a few key pieces that are performing so poorly that we should be able to upgrade them at the cost of something a lot more like what we gave the Orioles for De Aza than like, say, what we got from them in return for Andrew Miller. Places where a cheap upgrade should be available, in order of what I'd see as our priority:
1) Napoli -- I think we've seen enough now to know that he's cooked, as much as the fan in me hates to admit that. 1B is low enough on the defensive spectrum that there are always bats available to stick there, several of whom are expensive players at the tail end of long contracts. This is someplace where a Gunkel-type prospect, plus the financial flexibility to take on salary in a year where the cap is irrelevant, should let us find an improvement. A league average 1B (more expensive, but perhaps just in dollars) would be worth about 1.5 wins over the remainder of the season compared to Napoli, and even a replacement value 1B is worth half a win.
2) Porcello -- Has actually been more harmful than Napoli. However, this is something, like with the team in May, where basically the best option is to believe in the long-term evaluation of Porcello as a good MLB starting pitcher and hope he figures it out. Even if a league average MLB starting pitcher were available for free, Porcello's contract makes that an incredibly expensive option -- he's going to either be starting the rest of the season (and hopefully regressing to the performance he showed previously) or end up with a long DL stint. So, the plan here has to be to find a way to make Porcello work -- regardless of how you'd like to apportion blame, right now this needs a coaching solution, not a GM solution.
3) The Kelly/Masterson/Wright tire fire -- the other spot where we've lost a win even to replacement value starting pitching so far this season, and one without long-term investment that prevents us from finding a better solution. The problem, of course, is that starting pitching is expensive. Fortunately, we have several good candidates in the high minors, one or two of whom are even starting to run low on options. My plan would be to give Johnson a month to claim the spot, or even Owens depending upon your evaluation of his last few weeks, before deciding whether to pay that price closer to the deadline. Regardless, this isn't someplace to bring in a good starter on a long contract simply because between top prospects (and Kelly should be included on that list) and existing long-term contracts, there isn't really a rotation spot available past this year.
4) Back of the bullpen -- We need a long reliever and, as always, could use another good arm or two. I'd look to make Wright the long reliever, and I strongly suspect that by September callups, we'll naturally find a couple of people to help. At the same time, we saw what top relievers bring back at the deadline, and it's not worth paying that cost. The best solution here seems to be promoting from AAA, I'd think, both given the cost and also because the back end of the bullpen has been bad enough that even an average replacement would be a useful upgrade.
5) Backup catcher -- When Swihart is healthy, he should be up the remainder of the year in place of Leon. No cost in terms of control years, and he's been making the right adjustments. If he's somehow out for much of the remainder of the season, we need to upgrade Leon, and should be able to do so very cheaply.
So, to summarize, my plan would be:
Look to trade for: average veteran 1B, willing to eat short-term large contract to drive the price down; possibly league average or slightly lower quality starting pitcher if available for primarily cash rather than prospects.
Promote from within: starting pitcher, back end of bullpen
Finally, as much as possible I'd keep in mind that because of the start to the season, the most likely scenario is that even a 95-win team falls short of the playoffs after a 40-45 start. As a result, finding development opportunities for the players who have the projection of real prospects and look like they've mastered AAA (Bradley, for example) is still an important consideration, and may well become more so depending upon how the next few weeks play out. This isn't a time to go all-in for this year, even if there were places available where it would help (and it's not clear that there are any).