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Sports · The Postseason · Behavioral

The Yankees Let Cam Schlittler Throw 117 Pitches. Boston Pulled Sonny Gray at 70 — and Lost 9-2

The Yankees swept Boston riding their starters deep; the Red Sox pulled their best one with a 1-0 deficit and watched eight runs score. The lesson isn’t never pull your ace — it’s decide when before the game starts.

By Sean Anees Saifi · Capital Wealth · Published Sunday, October 4, 2026 · Source: The Wall Street Journal, Friday, October 2, 2026, whose market figures are the Thursday, October 1 close (Sports)
Key Points
117
Schlittler’s pitches Tuesday, most by a Yankee in 4+ years
70
pitches Sonny Gray threw before Boston pulled him
8
runs New York scored after Gray left, en route to 9-2
74
pitches, roughly, per postseason start this decade
A baseball resting on the pitching rubber of an empty mound under bright stadium lights at night.
Postseason starters this decade have averaged about 74 pitches a game; the Yankees are betting October on going deeper.
In one line: The Yankees rode their starters while Boston pulled its best one at 70 pitches and lost 9-2 — and for investors the lesson is to set the pitch count, your rebalancing rule, before the game, not in the jam.

Every instinct in modern baseball said get him out of there. Cam Schlittler had thrown 107 pitches on Tuesday — tying his career high — and struck out 10 Red Sox over six innings. Aaron Boone sent him back out for the seventh anyway. Two more hitters, one more out, and he walked off at 117 pitches, a number no Yankee had reached in a game in more than four years.

That, Jared Diamond writes in Friday’s Journal, is New York’s October plan, and it’s proudly out of another era. This decade, postseason starters have lasted under 4⅔ innings and roughly 74 pitches on average — in most October games the starter is just the warm-up act for a string of relievers. New York wants its starters to go deep. The next night Max Fried held Boston to one run in six innings on 98 pitches, his most since May 3; across the two-game sweep he and Schlittler allowed one run and five hits in 12⅓ innings. The rotation’s 3.30 ERA was the best in the majors even with Fried, Gerrit Cole and Carlos Rodón all hurt at points, and now everyone’s back: as of Friday, Cole or Rodón was available for Saturday’s Game 1 against Tampa Bay, Schlittler was lined up for Game 2, and spare starters were headed to the bullpen. “It can take us all the way,” Schlittler said.

Seventy pitches and out

Then there’s the other dugout. In Wednesday’s fifth inning Boston trailed only 1-0, with Yankees on first and third and two outs, when rookie manager Chad Tracy came out and took the ball from Sonny Gray — the best starter he had — after only 70 pitches. Eight New York runs followed; the final was 9-2, and Boston’s season was over. “I would have liked to live or die with me in that moment,” Gray said.

Our read

This is a Behavioral piece, and the easy moral — never pull your ace — is the wrong one. Boone did take Schlittler out, at 117 rather than 70, and he was working from a strategy the club had committed to for October: lean on the starters. For the next round, the bullpen behind them is stocked with spare starters, too. Tracy’s call came in the jam, with his best pitcher still holding the Yankees to one run. Investors make Tracy’s move all the time: a good holding hits a rough inning — a bad quarter, a scary headline — and gets yanked, and the rally happens without them.

That’s the line between rebalancing and cutting winners too early. Rebalancing is a pitch count written in advance: when a holding drifts a set distance past its target, you trim it back to weight, whatever the inning. Selling at the first runner on base is a feeling dressed up as a decision. And letting an ace throw forever is its own mistake — that’s concentration, not conviction. Our own big winners, the mega-cap tech names, are held at weight; nothing added. If your plan doesn’t say when your aces come out, write that rule now, while you’re calm. Bullpens get built in spring training, not in the fifth inning.

What It Means For Your Portfolio

Hold — let the plan, not the jam, make the call

No portfolio action — the lesson is behavioral: decide in advance when a winner gets trimmed, with a rebalancing band, so the call isn’t made in the jam.

General planning principles, not advice for anyone in particular. Set target weights and a drift band for each part of your portfolio, and rebalance when a holding crosses the band — not when a headline makes you nervous. Write the rule down so you can follow it on a bad day.

The flip side matters too: a winner left to run with no limit becomes a concentration risk. A pitch count isn’t a lack of faith in the ace; it’s what lets you keep trusting him.

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