The friendly defeat to Juventus had many people saying that shows we NEED to buy in January”.
Those saying this are wrong. We should buy in January but we do not need to buy in January.
Being desperate to do something is what can lead to mistakes. Lead to poor decision making. Leads to departing from a well planned strategy.
Edu and is team will want to recruit in January. They have their targets. Are doing the work in the background and will hope to get the deals done that they want to.
But last January showed we will not make poor decisions just for the sake of getting someone in.
Most fans are calling for us to get in another forward. Someone that can play out wide and potentially cover Gabriel Jesus’s absence down the middle (or allow Gabriel Martinelli to move centrally). You will find very few disagreeing that we should be investing this area. And I completely agree.
Edu will have his list of targets. Seemingly top of that list is Mykhailo Mudryk. Reports are Shakhtar Donetsk are holding out for £85million for the 21-year-old.
That is a huge fee for someone who has played just 66 senior games.
Arsenal will not want to pay anywhere near that figure.
Edu will have this widow and the next two or three planned out. And the more we spend on one player means less available for another. That is why clubs negotiate. Why they don’t just “pay the asking price”.
With around £120m to spend over the next 2 windows, £85m on Mudryk will mean less money for a central midfielder, less money for another forward, and less money for further reinforcements.
If the Ukrainian club do not lower their demands, Arsenal will look elsewhere (and also possibly return in the summer when Mudryk might be cheaper).
But where will both of those options leave us in January?
Well if the plan is to return for Mudryk in the summer, then we probably will not buy a winger in January – the days of getting in short term cover at big costs are over.
If Edu decides to recruit someone other than Mudryk in January, it will be a permanent solution. It will be the next person on the list – someone like Cody Gakpo.
But then what if Gakpo is also unobtainable. As is 3rd on the list. And 4th how far down to we keep going?
We saw last year with the pursuit of Dusan Vlahovic that if a deal for our first choice does not materialise, Edu will happily “keep his powder dry” until the right target appears. And this January, despite us being in the title race, we will follow a similar philosophy.
Last January, Vlahovic was clearly our number one target. Despite our best efforts? He moved to Juventus. Edu did not panic.
He would have known that Jesus would be becoming available in the summer, and the Brazilian was the next man on Edu’s list.
Had he panic bought and got in Dominic Calvert-Lewin or Alexander Isak, we probably would not have been able to recruit Jesus.
Since the last January transfer window shut, Isak has scored just 5 goals. DCL 3. The pair have played a combined 9 Premier League games this season.
Both would have cost in excess of £50m last January and, had history repeated itself, been huge flops for Arsenal.
If Edu can not get his first choice in this January (whether due to him going elsewhere or being out priced), and other long term options do not materialise, then expect him to follow what happened 12 months ago and sign no-one.
If you go too far down your potential targets list, and sign someone just for the sake of getting them in, you will end up with a very costly error.
Lucas Perez is the perfect example of that.
Other deals that summer didn’t happen, and we ended up signing Perez out of no-where. Nearly £20m spent and he was clearly not up to standard. A waste of money.
Edu will be speaking to clubs, to agents, to intermediaries. He will know who is available in January and who is potentially coming available in the summer. He also knows our budget, and how buying someone else will impact other transfers.
Some might moan if we do not get someone in January. They would rather we over pay (and miss future targets as we have less money), or just get anyone in. They are more interested in us making a signing rather than who we sign.
These sort of people are short-termist. Reactionary.
They are also the type of fans that will demand we sign someone short-term, then if it doesn’t work out moan that we wasted money on a short term signing. The club are in a no-win situation with these.
I want us to sign a couple of players in January. An attacker and central midfielder. But they have to be the right players, at the right price.
And if the right players, at the right price, or not on the market, we should keep our pound notes in the pocket.
Edu will be ready to rest the Vlahovic decision from last year in January. He will only spend the money on players he wants. Not just sign someone because we need to buy.
Keenos
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Whilst I maintain that finishing 2nd will represent a good season for us, that does not mean I do not think that we can not win the league. And there are plenty of reasons to be hopeful (and as we know, it is the hope that kills you).
Manchester City dropping off
As mentioned in yesterday’s blog, to win the league we need Man City to have an off-season. although for them, even an off-season will see them gain an incredible points haul.
In the last 5 seasons, Man City have averaged over 91 points a season. And only once have they failed to win the league.
That was in 2019/20, when they only got 81 points. The year Liverpool won it.
For Liverpool to win the title, they needed City to have their worst points haul in the previous 3 seasons (they won 100 & 98 points in the previous 2 seasons).Like Liverpool, we also need Man City to have their worst season in 3 years.
In the last 2 seasons, City have won 86 and 93 points. If City get 86 or less, than Arsenal are with a shout. And as it stands, Man City are on course to get around 86 points.
To hit 86 points, we need to win 15, draw 4, and lose 5 of our remaining 24 games. A tough task but if we quickly regain our form shown pre-World Cup, then 86 points could be on.
That means we could lose to Manchester City (twice), Liverpool (once), Tottenham (once), as well as lose 1 out of the 2 games against Chelsea and Manchester United at home.
Opposing fans have cried that we “played no one” as we built a lead at the top of the league. But in the final 24 games, we just have to keep beating those “nobodies”.
World Cup hangover
Some will try and paint Arsenal as the “big losers” from the World Cup. Gabriel Jesus being the most high profile player to pick up an injury.
The Brazilian is out until February, and that is a blow for the club.
However, Arsenal might have an advantage in the closing stages of the season due to how little action our stars saw in Qatar.
Prior to the World Cup final, our players had played the 5th most minutes of all the Premier League sides out in Qatar.
Whilst the “5th most minutes” does not seem much of a positive, the difference between us and Manchester City is huge:
We are unlikely to add to our total minutes (William Saliba is the only Arsenal man still out in Qatar).
Meanwhile, Manchester City still have one out there, Man U 2, Tottenham 3, Chelsea 2 and Liverpool 1. And all their players are likely to add a further 90 minutes to the total game time (note: this has been written prior to the final so I reserve the right to be wrong).
Man City players have played nearly 4,000 minutes more than Arsenal out in Qatar. And that could be huge come the business end of the season.
Likewise, Man U players have played nearly double ours, and Tottenham and Chelsea close to that. This means when we play those sides, our players could be fresher.
The fact so much of our squad remained in London for the World Cup will also be an advantage – whoever gets “back to speed” first as the games come thick and fast over Christmas could gain a huge advantage.
I41% of Arsenal’s first team squad (10 0f 24 players) were out in Qatar. 76% of Manchester City players were out there (16 of 21).
An early exit for Thomas Partey and Ben White meant they could join the squad out in Dubai for mid-season training.
This has enabled Arsenal to have 3 fairly competitive mid-season friendlies against Lyon, AC Milan and Juventus. Meanwhile Manchester City have had just a single game against Spanish Second Division (and City owned) Girona.
With Gabriel, Kieran Tierney, Martin Odegaard and Eddie Nketiah also starting against AC Milan, 6 of the 11 starters are expected to play against West Ham on Boxing Day.
It could be ‘advantage Arsenal’ in both bouncebackability and end of season squad fitness.
Home v Away
We have a 100% home record this season – including victories over Tottenham and Liverpool. The Emirates is becoming a fortress.
Our away form has also not been too shabby – 6 wins and 6 clean sheets.
But what is perhaps most interesting is we have dragged ourselves to top of the table whilst playing 8 out of 14 games away – and jsut the 6 home games.
Man City, meanwhile, are the opposite. they have played 8 home and just 6 away.
We spoke earlier about Man City being on course to get 86 points. This is based on the simple equation of their current total (32) divided by games (14) and mutiplied by 38. 86 points.
But should we also be taking into account home and away form? Man City average 2.65 points at home this season. And just 1.88 away. And they have 11 home games left to play against 13 away. This means there average points per game is likely to drop over the next 24 games.
Meanwhile,Arsenal (with the aforementioned perfect home record) are average 3 points a game at home, and 2.37 away.
Now whilst I do not expect us to continue winning every home game, have 2 extra home games to play could be a huge advantage. that could be worth 3 or 4 points.
Big 7 fixtures
As mentioned, a lot has been written about “Arsenal not facing anyone decent”.
I mention Big 7 above, as Newcastle must be seen as a top side home and away considering their current Newcastle’s form and what they could do in January. I would not be surprised to see them finish top 6. Maybe even top 4.
Newcastle’s inclusion means that there are “12 tough opponents”, making the Premier League more competitive than ever.
Arsenal have played Man U (A), Spurs (H), Liverpool (H), Chelsea (A). We are yet to play Newcastle or Manchester City.
Man City have played Newcastle (A), Man U (H) and Liverpool (A). Theya re still yet to play Arsenal, Tottenham or Chelsea.
So Arsenal have played 4 out of 12 “tough games” whilst City have played just 3/12.
In the 3 tough games City have played so far, they have averaged 1.88 points per game. Arsenal averaged 2.25 points.
So we have more games at home to play and less games against other “top opponents”. Man City are more likely to drop points in these big games, as well as away from home.
Both sides will drop points against sides they really should beat (Aston Villa, Southampton already), but for now it is advantage Arsenal.
Strengthening in January
Finally, Arsenal are likely to strengthen in January. Manchester City probably will not.
City can probably not improve on their first XI, nor their squad, right now. The players they would need to improve would not be available until the summer. And even then you would struggle to come up with a long list of players who will improve them – beyond the Mbappe’s of this world.
Meanwhile, Arsenal need a defensive midfielder and further forward players (even before Jesus’s injury).
So whilst Man City stand still (and it football, if you stand still you go backwards), Arsenal will further strengthen.
So top of the tree, more home games to play, less games against Big 7 opponents, and January signings incoming. We can win the league (although I would still have City down as favourites).
Keenos
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There will always be that group of fans who will complain no matter what we achieve.
Finish top 6, they will moan we did not finish top 4. Finish top 4, they will moan we did not challenge for the title. Challenge for the title, they will moan we did not win it. Win the league, they will moan we did not win the Champions League. Win the Champions League, they will probably moan we were not unbeaten.
They seem themselves as “having a winning mentality” and “holding the club to a higher expecation”. Reality is they are unrealistic who probably go out every night hoping to pull Ivana Knoll, will not settle for anything less, and end up home alone wanking into a sock screaming that every woman is below them.
Before the season begun, common consensus was that top 4 was our minimum target.
We let top 4 slip through our fingers in the closing stages last season, and having invested in the likes of Gabriel Jesus, Oleksandr Zinchenko, Fabio Vieira and William ‘LANS’ Saliba, a minimum expectation of top 4 was not unreasonable.
Although even top 4 as a “minimum target” is a tough ask.
The Premier League is the toughest to get top 4 in Europe. There are 6 fantastic teams (soon to be 7 with Newcastle now state funded) consistently challenging for 4 Champions League spots. No other league has that sort of competitiveness.
In Italy, Spain, France and Germany, top teams can have an “off season” and still finish in the Champions League.
Atletico Madrid and Barcelona were average last campaign, but still finished 2nd and 3rd in La Liga. Juventus were also a poor side, but still finished 4th.
All of the “Big 6” would finish top 4 every season if there were in another European top league.
Back to this season. Top 4 had to be the target considering how long Mikel Arteta has been in the job (only Pep Guardiola, Jurgen Klopp, Brendan Rodgers and Thomas Frank have been in their job longer), and what has been spent.
No one would have expected us to be in the title race. We probably all had Manchester City and Liverpool down as first and second, and then us and Chelsea battling it out for 3rd and 4th. But here we are, top on Christmas Day, and in the title race.
And this is where those moaners, the Arsenal-incels, have moved the goal posts.
Prior to the season, most of us were talking about top 4. They were demanding we challenge for the title. Anything less would be failure. Holding the club to higher expectations and all that.
Now we are in that title race, they are saying “anything less than winning the title is a failure”.
So we have met their original target of being in the title race, and we have exceeded many of ours target with top 4. But they will still label us a failure if we finish 2nd. Bash Arteta. Bash the club. And bash one out after another failed attempt to get a females number.
But would finishing 2nd, below Manchester City, really be a failure?
Manchester City are the most succesful English team of the last 5 years – 4 out of 5 league titles and a further 5 domestic cups (I am not lowering myself to include the Charity Shield).
They have averaged over 91 points a season in the last 5 years, and hit the century in 2017/18.
We have never got above 91 points in our history – the 2004 Invincibles got “just” 90.
In our last 5 seasons, we have averaged just 65 points.
So for us to win the title, we either need to see a huge jump in our recent average performances, or for City to have a huge drop off in theres.
More realistically would be where we have a perfect storm, where we have a decent improvement, and Manchester City have a drop-off.
A decen improvement would be for us to get around 80-85 points. That would also consitute a drop-off for Manchester City.
The only time Manchester City got less than 86 points in the last 5 seasons was when they finished 2nd to Liverpool. And it is that sort of drop off we need.
If Manchester City go and get 90+ points, they will probably win the league. And jumping from 69 to 90 points in the space of a season would be a huge ask.
And if we get 90+ points and do not win the league, can we really have any complaints?
Only twice in history has a team got 90+ points and not won the league. Both times were Liverpool. and both times it was Manchester City that won the league.
Sometimes you just need to put your hands up and agree “the better team won”.
At the moment it is looking good. We are top of the league. And Manchester City have had that drop off.
Despite the drop off, they are still oncourse to get 86 points. You would be surprised if they did not get at least this. We are currently oncourse to breach 100 points. But we would all be surprised if we hit the century.
To hit 90 points (which is what I think it will take to win it this year), we need another 53 points in 24 games. That is just 3 less points than we got in the entire 2019/20 season. Highlighting just how far we have jumped forward.
I think we can hit 85+ points this season, and certainly will not see it as a failure if we get that total and finish 2nd.
70% of their first XI would walk into every other Premier League side – and I include us in that:
Combined Arsenal XI Ederson Walker Saliba Dias Cancelo Partey Saka KDB Silva Foden Haaland
The above is mine, and whilst some of you might debate it, City fans will also fight for the inclusion of Stones, Rodri, and Gundogan.
And it is not just their first XI, but their squad depth.
The brilliant Swiss Ramble has our wage bill for 2022 at £212million (note, this is a real wage bill, taken from the accounts, not an estimate based on Football Manager). Manchester City’s for the same period was £354million.
Review of Arsenal's 2021/22 finances, when they reduced pre-tax loss from £127.2m to £45.5m, as revenue rose from £328m to £369m after return of fans post-COVID, though hit by no European competition. Wage bill cut 11% to £212m, the lowest since 2017 #AFChttps://t.co/e5b771gHdN
It should be no surprise that Manchester City have a stronger first XI, and stronger squad, than us when they spend 67% more on salaries than us. And as we all know, the more you spend on salaries in football, the higher you will likely finish in the league.
67% is huge. It equate to an additional £2.73million a week. That is an additional 8 additional players on £340k a week.
Give Edu the capability to buy an additional 8 players on £340k a week and see how much better our first XI is with those 8 players. And how much deeper the squad would be as current members “move down a space”.
We would be looking to recruit from the top 20 or 30 players in world football right now.
Anyone that thinks it will be a failure to finish below City considering their spending power is deluded.
Now those fans that will moan will say “we should just spend more”. And yes, in theory you are right.
But why do they not “spend more” to move out of their mothers basement (or their bedsit in Spain’s version of Great Yarmouth), to own a bugatti, have a home in Barbados? Are there own lives failures because they do not have these things.
“Well I can not afford them” they will respond. Well just spend more…thats what you are saying Arsenal do.
At the moment, we are competiting without Champions League money. In the last lot of accounts we did not even have Europa League money.
In 2021/22, Liverpool earned £117.6m in European TV revenue for making the final. Semi-finalists Manchester City got £112m. Manchester United – who were knocked out in the Last 16 earned £80million.
Ansd these figures do not take into account additional gate receipts – around an additional £20million for Liverpool and City.
We made a £60million loss in 2022. The only way we spend more is by increasing our revenue. By returning to European – and more specifically Champions League – football. By increasing commercial deals and gate receipts (more games, not increasing ticket prices) off the back of it.
“Well Kroenke should spend more of his money on us” is the next argument.
But even if we close that financial gap to Manchester City – through KSE investment and increasing revenue – they will still be at an advantage due to being state funded.
Kroenke is worth an estimated $12bn. A huge number. Whilst Manchester City’s “owner” Sheikh Mansour has a an estimated net worth of $30bn. A potentially manageable difference.
But it is what is behind Mansour bin Zayed Al Nahyan that makes the difference.
He owns Manchester City through the Abu Dhabi United Group (ADU), an investment group whose accounts are managed by the Abu Dhabi government (although they insist they are seperate).
The likes of the ADU, Public Investment Fund (the Saudi”group” behind Newcastle United’s ownership) and others will try and portray themselves as seperate from the state. But a look behind the curtain will show they are simply fronts for these nations to invest billions across the globe.
They like to appear to be at “arms length” from the state so that they can distance themselves from the horrendous human rights and backwards thinking of those countries. But the truth is these investment funds are investing on behalf of the oil-rich families that run the states.
Sheikh Mansour might “only” be worth $30bn. But his family, and those that he is the front of, are reported to be worth over $1trillion.
Now we are talking about $1trillion against $12billion. That is a difference that none of us can mentalty comprehend.
Kroenke could spend all $12bn of his net worth on his. The Abu Dhabi Royal family could match him and still have over $988bn left. Or $988,000,000,000. And that is why “the owner needs to spend more” is never a realistic argument, as there will always be someone that can outspend them.
So circiling back. We are doing great. But Manchester are more established, have better players, a stronger squad, and richer owners. Will finishing 2nd to them be failure.
The answer is no.
And anyone that disagrees must surely think their own lives are failures because they are not worth $1trillion.
Have a good day!
Keenos
Our deadline on all gifts has now gone. We are still taking and dispatching orders, but you will not get your items until the New Year.
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