Michitahsouridahadcuper Tuesday

In keeping with my half-assed approach to following and forecasting the 2024 presidential primaries, here is a look back at Michigan and several unimportant states, with a view toward tomorrow's "Super Tuesday" action.  

I. Michigan- GOP.

My final call was  "So let's go with Trump 72%, Haley 27%, Others 1."

The final result was Trump 68, Haley 27, Others: 5.

So I nailed Haley's number but underestimated how popular "Uncommitted" is in this state. Uncommitted got a full 3 points and the dropouts combined for 2 percent, including DeSantis who got 1.2%.

Giving myself an A-. 

II. Michigan -Democratic

My final call was "So let's go with: Biden 76% Uncommitted 15% Phillips 7% Williamson 2%."

The final result was: Biden 81, Uncommitted 13, Williamson 3 and Phillips 3.

I short-changed Biden, slightly over estimated Uncommitted, slept on Marianne's enduring popularity on the fringe and comically over-estimated Phillips, who is a loser.

Let's call it a B+. I was close on the important candidates.

III. Missouri, Utah, Michigan (convention) and DC-GOP only.

Since last Tuesday, four other contests gave out delegates to the Republican convention. Trump swept the delegates given on Saturday (126 of them) and then Haley won all 19 delegates from Washington DC by getting 1,274 votes from various trust fund babies and congressional staffers while Trump only managed to get 676 votes from lobbyists and the relatives of January 6th inmates.

Congrats to Nikki! She won't be shut out.

IV. State of the Race and Super Tuesday.

Both races are over. Biden and Trump will be the nominees of their parties and only a major health calamity can avoid a November rematch between these two altacockers.

I think Biden has performed slightly better than expectations. Michigan was the first place where he faced a coordinated opposition and it only managed to win 2 delegates. The 2024 DNC will be a coronation inside the United Center and probably a shit show outside on Madison street.

Trump has also done what he needs to do. He is sailing towards this nomination and is likely to all but clinch it after tomorrow's race. He currently has 244 delegates and will likely win 29 from the ND caucus today. That will put him about 950 delegates away from the 1,215 he needs to be the nominee.

V. My GOP predictions for tomorrow:

1. Vermont: Trump by 4. This is the only race tomorrow where Haley has a chance of winning, mostly because it still has a functioning moderate state GOP whose leaders have endorsed Haley. She is also helped by the fact that any registered voter can vote in the GOP primary.

The delegate math is interesting here because if either candidate gets a majority, they will get all 17 delegates. But Vermont is quirky so it's theoretically possible that the DeSantis/Christi voters could make a 49-45 result, which would split the delegates.

That said, I'm thinking Trump gets over 50% and thus all 17 delegates. But hey, Haley could make the state count 49-1 instead of 50-0 and that would piss off Trump, so I'm rooting for Nikki here.

2. Virginia: Trump by 12.  (Haley 5 delegates)

3. Minnesota: Trump by 27. (Haley 12 delegates)

4. Massachusetts: Trump by 23.  (Haley 6 delegates)

5. Colorado: Trump by 31.  (Haley 2 delegates)

6. Maine: Trump by 40.  

7. North Carolina: Trump by 44. (Haley 6 delegates)

8. Texas: Trump by 47. (Haley 4 delegates)

9. Alabama: Trump by 63.(Haley 2 delegates)

10. Alaska: Trump by 38. (Haley 8 delegates)

11. Tennessee: Trump by 54. (Haley 3 delegates)

12. Oklahoma: Trump by 66.

13. Arkansas: Trump by 70. (Haley 5 delegates).

270 to win has a great breakdown of the delegate allocation math for the Republicans. Just click on a state to check the numbers:  

https://www.270towin.com/2024-republican-nomination/

So I'm saying Trump will go 13 for 13 and win the delegate haul by 812 to 53.

A good night for Haley looks like this: she wins Vermont. She keeps Virginia close and she gets over 75 delegates.

No matter how the voting goes, I expect her to make a Rubio style victory speech around 10PM eastern. On Wednesday we'll start to hear about staffers being let go. She'll suspend the campaign, either on Friday afternoon or during one last Sunday morning TV show. 

VI: My Democratic Predictions for Tomorrow.

Biden leads the current delegate count with 206. There are 2 Uncommitted delegates. Phillips and Williamson have exactly zero delegates.

There are 1,420 delegates at stake tomorrow and it's entirely possible that Biden will win over 1,400 of them.

A. Biden will win by very large margins and sweep the delegates in: California, Maine, Massachusetts, North Carolina, Oklahoma, Tennessee, Texas, Vermont, Utah

B. Uncommitted or some other candidate might win a delegate or two if they have a great night in a congressional district in: Alabama, Arkansas, Colorado, Virginia

C. Phillips should win at least a couple delegates in: Minnesota

D.  Phillips and Williamson could win a delegate or two each in Iowa

A good night for Biden is 1,400 delegates. A good night for Phillips is over 10 delegates. A good night for Williamson is more than 2 delegates.

Like I said, the race is over. But the details will be fun to dissect. And after this, we'll be only eight months away from the general election.

South Carochigan

A Look Back at South Carolina (GOP).

 I did not bother to write a blog post for the GOP South Carolina primary. But I did Tweet out my prediction, which was Trump 64%, Haley 36%. The final result was 60% to 40%. Let's call that a B+ for me.

The tone of the coverage of this result is that Nikki Haley over performed. And she did-slightly. But she still lost her home state by just over 20 points. If hers was a serious campaign, this would have been its death knell.  But hers is not a serious campaign. 

But hers is not a serious campaign, so she is pressing on to Michigan and (I think) to Super Tuesday after that. So we have to humor her for awhile longer. Onward and upward...

A Look Ahead to Michigan

I. GOP.

Let's look at the trendlines.

Iowa: Trump 51, Haley 19 (in 3rd place)

New Hampshire: Trump 54, Haley 43

Nevada: Roughly Trump 72, Haley 28. 

This is based on Trump's 59K votes in the caucus against Haley's 23K votes in the non-binding primary. This is an imperfect comparison but when you remember that 47K votes were cast for "None of the Above" in the caucus, mostly by Trump supporters, I don't think this is unfair to Haley.

South Carolina: Trump 60, Haley 40.

So yes, Haley did better in the state where she was recently governor than in the other states. But I don't see that continuing elsewhere:

So let's go with Trump 72%, Haley 27%, Others 1.

II. Democratic.

Biden is going to win, but the margin here will matter because there has been an organized campaign by many progressives and Arab leaders to vote for "Uncommitted" instead of Biden. This is intended as a protest of Israel's war in Gaza.

I of course do not agree with this protest. But I'm glad it's happening. It's a relatively harmless way for people to express their extremely understandable feelings about a subject of great importance to them. They deserve to have this chance to express those feelings.

And it's a chance for the rest of-election nerds, the institutional Democratic party and the administration to measure  just how serious this movement is for November. In 2020, Biden won Michigan by 150K votes. In 2016, Trump won Michigan by 11K votes.  So let's see what kind of numbers this protest can turn out.

I do hasten to add that "Uncommitted" got 21K votes and nearly 11% of the vote in 2012 when Barack Obama was running without an opponent. And not every single vote cast for Uncommitted tomorrow will be a vote of sympathy for the Palestinian people. But most will. 

If Uncommitted gets under 15% of the vote, then this campaign will be a disappointment. Anything between 15% and 20% will be worth noting. But Biden only really needs to worry if they clear 20%.

So let's go with:

Biden 76%

Uncommitted 15%

Phillips 7%

Williamson 2%.

 

Nevadalina

Today was a pretty great day for American democracy.

First, the Circuit Court for the District of Columbia emphatically ruled that Trump's assertions of Presidential immunity were poppy cock. And just now the House of Representatives voted down the insane attempt to impeach Homeland Security Secretary Mayorkas for.....well they never really said.  

Tonight is also the next game night for American democracy, the 2024 Nevada primary.

As always, we first look back at the previous game. The Democratic primary in South Carolina.

Below are my official picks and the (actual results).

Biden 83%  (96.2%)

Phillips 13%  (1.7%)

Others: 4%   (2.1%)

I hope it does not scandalize you to know that I was under the misimpression that Marianne Williamson had dropped out when I made this prediction.  She had not and still has not, bless her heart.  She is the only "Others" included in the above result, somehow claiming a silver medal over an actual living, breathing member of the House of Representatives.

In hindsight, this makes sense. A vote for Phillips is a vote for Biden's policy in a younger body. But if you want to protested Biden for any reason other than age, Williamson was the only option. I suspect she can credit her second place finish to the small number of SC Democrats who wanted to tell Joe Biden that they did not like his handling of the war in Gaza.

I'm going to give myself a gentleman's C on this forecast. Yes, I missed the mark by 13 percent, but who could possibly have seen a 96 coming?  This isn't Swaziland. 

The more significant number though was turnout. Just four percent of eligible voters turned out. Some of them will want to vote in the Republican primary at the end of the month. But most simply realized that this was not an event worth showing up for. 

So we are on to Nevada. This time I do know exactly who is on the ballot-Biden, Wlliamson, and a  bunch of weirdoes not named Dean Phillips. Voters will also have the option of voting for "None of These." This gives us an ability to measure the protest vote. So without further ado, here are my ofiicial predictions:

Biden 74.9%

Williamson 2.7%

None of These 19.8%

Others: 2.6%.

Onward and upward to Michigan.

elow are my official picks and the (actual results).

New South Hampshire Carolina

 I have not been posting about the primaries as much this year as the last few cycles for the very sensible reason that we know who both nominees will be.  But I don't want to ignore the news all together, so here is my look back at NH and look forward to SC.

New Hampshire: I Nailed It.

Here are my predictions for the Republican primary with the actual results in parenthesis.

Donald Trump: 54.1%   (54.3%)

Nikki Haley       43.9%   (43.2%)

Binkley                0.5%   (0.1%)

Others:                 1.5%  (2.0%)

I should have lumped Binkley in with "Others", but I wanted to give the guy a fair shot since he was the only declared candidate still in the races of any stature at all. 

Just want to point out that my slight error was to overestimate Nikki Haley's performance. But boy am I less guilty of that than any mainstream pundit.

Here are my predictions for the Democratic primary with the actual results in parenthesis:

Joe Biden: 64.3%  (63.9%)

Dean Phillips: 16.7%  (19.6%)

Marianne Williamson: 8.2%  (4%)

Others: 10% (12.5%)

The key number here was Biden. He was a write-in candidate and those are hard to predict. My only slight mistake was underrating Dean slightly and overrating Marianne Williamson. (I can't help it. She's wonderful, isn't she? So sad that her grift is now dead.)

Giving myself an A on this one. Close to an A+ on Republican and somewhere between A and A- on the Democratic side.  

South Carolina: Not Much Suspense.

South Carolina has been pivotal in the last 3 contested Democratic races. Obama winning in 2008, Bernie losing in 2016 and Biden crushing all of hos opponents in 2016 can largely explain the last four Democratic presidential contests.

The stakes are lower today. But Biden could use a big number. This is his first time on the ballot in this cycle and a crushing might push Dean Phillips back to the back benches of Congress where he belongs for the next 11 months.

So here's the official pick:

Biden 83%

Phillips 13%

Others: 4%

Williamson will get some votes and there will be write-ins. But nothing to move the needle.  Most  likely, Biden will win all 29 delegates.

About November.

Still holding off on my first official general election forecast. But I feel good about things. There has been a stream of good economic news. And it looks like we might just get a substantial ceasefire in Gaza soon.

The Republicans don't have a real contest for the next three weeks. But Haley's polling in SC has cratered. At some point soon she might admit that it's better to withdraw than to lose her home state by 25 or 30 points.

The public is slowly waking up to the reality of a Trump-Biden rematch. Polling for now is still all over the place. But I think that will change over the next six weeks or so. 

My confidence of a Biden win this November is up to about 60%. Details to follow. 

New Hampshire-What Will We Learn?

 Iowa: What Did We Learn?

Very little. The result pretty much matched the polls. But a quick moment of self-reflection. Here are my predicted vote percentages for Iowa with the actual result in ( ). 

      Trump 53% (51%)

      Haley 21% (19%

      DeSantis 20% (21%)

      Ramaswamy: 5% (7.7%)

      Hutchinson: 1% (0.2%)

Pretty close, but I did have Haley in second and Ron in second. That didn't work out.  Give myself a B+.

New Hampshire: What to Expect.

We're about 14 minutes away from the results in Dixville Notch and that other stupid town up north. But that won't tell us much.

Since Iowa, The third, fourth and sixth place finishers have all dropped out. (Shout out Ryan Binkley who finished ahead of Asa Hutchinson in Iowa and then stayed on to fight in New Hampshire! Well done, weird nobody.)

DeSantis and Ramaswamy have both endorsed Trump. The polls this week suggest that most of their votes are going to go with Trump. He is a very heavy favorite to win and very well might run up a big margin.

But New Hampshire does have a contrarian streak. They don't like to vote for the winner of the Iowa Caucuses. And Trump had a few hiccups on the trail this week, so maybe he won't quite crush it.  There also could be some Democrats voting in the Republican race to just drag it out a little longer.

Here's my official prediction:

Donald Trump: 54.1%

Nikki Haley       43.9%

Binkley                0.5%

Others:                 1.5%  (Strays for Christie, DeSantis, etc.)

What Does Haley Need?

To even dream about being the nominee, she needs a win. She's not getting that. But if she can get 45% of the vote, than she might be tempted to hang in there a little longer and see if the donor class keeps her afloat just in case DJT strokes out in the next month.

If she loses by more than 15, she probably drops out tomorrow night or Wednesday morning. The humiliation of losing South Carolina to Trump would be too much to bare. (And the donor class won't waste their money on her.

What About the Dems?

There is a Democratic Primary tomorrow too but it won't be sending any delegates to Chicago and Joe Biden isn't on the ballot.

That said, there's like 25 other people in the ballot and no small number of Granite Staters are pissed off that the Democratic party took away their monopoly on being the first in the nation primary. So this number could be interesting.

Biden will win and he should do so with an outright majority. If he doesn't, and Nikki Haley drops out, the media will try to make the Democratic race feel competitive. (It isn't.)

But once again in the breach, here I go:

Joe Biden: 64.3%

Dean Phillips: 16.7%

Marianne Williamson: 8.2%

The other weirdoes and spoiled ballots will be like 10%.

Ooooh, Dixville Notch and Hart's Crotch are going to be announcing in a minute.....

2024 Begins (Iowa Caucuses)

 Tonight some modest number of Iowans will brave sub zero temperatures and lumber their way to fire houses and gymnasiums to begin the formal process of picking the 2024 Republican presidential nominee. His name is Donald Trump.

But four other bozos are trying to upset him. So let's play along. Here is my official prediction for tonight:

      Trump 53%

      Haley 21%

      DeSantis 20%

      Ramaswamy: 5%

      Hutchinson: 1%.

So there will be something to watch for tonight-the battle for second place. If DeSantis doesn't win second, he will have to give some consideration to dropping out. But I suspect he will stay around for awhile. Hutchinson will probably drop out tonight. Ramaswamy has nothing better to do with his time.

So what happens next?

New Hampshire, of course. There have been some polls that showed NH being more competitive than Iowa. If you squint, you can convince yourself that Nikki Haley will make it close. Maybe only lose by ten points. New Hampshire does have a history of rejecting Iowa's winner. And there will be some number of Democrats who choose to vote for her since the Democratic primary is not sanctioned by the party and Joe Biden isn't even on the ballot there.

 But Trump's going to win. Probably by closer to 20 points than to ten.

Then the race turns to South Carolina. Nikki MUST win there to even pretend she can beat Trump. If she loses her home state, (and I expect she will), then she'll be out of the race promptly.

In a normal year, there wouldn't be any candidates left to run against Trump. But, this year, there's this other thing.

This Other Thing.

Donald Trump is facing four separate criminal trials: one in New York that no one cares about, one in Florida that the judge is set on delaying as much as possible, one in Georgia that is complicated by the number of co-defendants and one in Washington DC that is set to being on March 4th.

I think there's a chance that one or more Republicans will stay in the race even after getting drubbed in the early primaries because they will know that chaos is likely to come and they will want to grab as many delegates as possible before that happens.

Trump is desperate to get this trial delayed. And he might succeed. But I think it will go, if not on March 4th than sometime before May. If that trial goes, he is very likely to be convicted of at least one felony. That would normally get him him thrown of the Republican ticket but the Republican party in 2024 is anything but normal. Trump will appeal his conviction and cry foul, as he always does when he faces a setback. By April 2nd, more than 3/4 of the delegates will have been awarded but a conviction would leave at least some doubt on the identity of the nominee. 

One or the other-an acquittal or a persistent march through to the required delegate number, Donald Trump will be the nominee. He will not get out of the race gracefully. He controls the party apparatus thoroughly enough he will ward off any legal or technical challenges.

I suspect that no later than June 1st, the world will realize that Donald J. Trump will be the Republican nominee for President on Election Day, 2024. 

Meanwhile....

Meanwhile Joe Biden will safely, surely move his way through the primaries. Dean Phillips might do some numbers in New Hampshire, since Biden's name isn't on the ballot. But that won't move the needle and Joe Biden will vacuum up most of the delegates elsewhere. By May, the electorate will finally accept what has been obvious to anyone since November of 2020-Joe Biden will be the Democratic Nominee for President in 2024.

He certainly deserves to be. He has been a great president, both domestically and on foreign policy. He got important and productive legislation passed at home. And he has stood for America's commitment to Democracy and our alliances abroad. It's been over two years since an American service member lost their life in foreign combat. But NATO is stronger than ever. Russia looks week and despite some caterwauling from the Tiktokigentsia, he made the right decision to support Israel's right to defend itself against the brutality unleashed by Hamas on October 7th.

And oh yeah, a year ago most economists thought we would be in a recession by now. We ain't. In fact, the economy is growing great, job growth has been incredible and real wages are up. If this is news to you, you need better news sources. Because the media narrative has been quite different and the zeitgeist of the electorate seems to be "Economy Good when Gas Prices Low" which is exceptionally stupid.

The General.

Biden's success does not assure him of an easy election. His age is a negative. The public is weary of the situations in Ukraine and Israel. Many voters are not sophisticated enough to understand that Biden's policies have been principled and productive. They just want the world to be safe and normal, as long as it doesn't cost them anything to achieve that.

But sometime this summer, or early fall, the American people will realize that they have only two choices for President. I expect that gradual realization to favor Joe Biden. Because the other choice is a raging doofus. For all the talk of Joe Biden's age, Donald Trump seems to be older, more frail and in generally bad health. He's also nuts. Like, really, really nuts. Talk to the Pepsi machine at the laundromat nuts.

That doesn't mean he can't win. In fact he has a plan to do just that. His job is to convince people that every problem in the world is Joe Biden's fault. His biggest assets are the migrants who are showing up at the border every day and being promptly bussed to cities that Trump wants to make look bad. Those cities are legitimately straining at the burden. I doubt that House Republicans will agree to any package of compromises that allow improvement in this situation. (To be clear, yes I believe the Republican party is intentionally setting out to let many thousands of poor people make their way to this country so they can be dumped out on the street and make Joe Biden look bad. If this works, the first people to suffer will be those very unfortunates who are currently being used as pawns in this game.)

This Shit Can Work.

Four Years Ago when I did my first post about that election, I declared the race a dead heat. I said Biden lead in 268 electoral votes and Trump in 260. My best guess was that Wisconsin would determine the winner. That was before COVID-19. By April I said that Biden was the modest favorite to win. 

That's about where I am right now. It's customary to say something about "if the election were held today." But the election is not being held today or a week from now. A large swathe of the electorate still thinks that a bunch of farmers in Iowa tonight and another bunch of Boston suburbanites will get together this month to hand them choice more palatable than Biden and Trump. But that will not happen.

Both parties are sticking with their choice from last time. Neither party thinks that is ideal, but both think it is better than the alternatives. For Democrats, they have to run on Biden's record. Not nominating him would make that suspect. And incumbency is powerful while competitive primaries are usually fatal for the incumbent party. For Republicans, the majority of their membership simply love Trump for what he represents a rich guy who is proud of his own ignorance. He also gives legitimacy to their prejudices and simplistic solutions.

This campaign will be ugly. Trump will try to make Americans afraid of immigrants and foreign allies and taxes and math. Biden will beat the drums of abortion rights, prosperity and the importance of remaining committed to democracy here and abroad.

Biden is vulnerable, as is every incumbent to world events. A terrorist attack, a disruption of shipping lanes or a huge setback in Ukraine would make him look weak and his foreign policy look like a failure.

I'll do my first official forecast after the first few primaries. But if I had to bet right now, Biden will win the popular vote by three or four points. I don't see him expanding the electoral map. Maine's 2nd congressional district and North Carolina are his only really plausible pickup opportunities. He very well could love Georgia and/or Arizona. Some think Nevada will go red, but I think Trump's negatives will keep that home. Let's say Biden 293, Trump 245. 

First Republican Debate Reaction

 This debate was silly from the start because the nominee did not participate. That said, in true Republican fashion, let's hand out some participation trophies.

1. Ron DeSantis. Grade: C+

Boring and uninspired. Everytime he mentions that he "deployed with the Navy Seals", I cringe. He was a JAG officer, not a platoon leader. 

2. Vivek Ramaswamy. Grade: F (on substance) B+ (for his audience)

Earlier today Vladimir Putin murdered ten people by shooting down a plane over his own territory. Tonight Vivek Ramaswamy doubled down on the idea of letting him keep part of Ukraine so that we can then convince him to become an American ally. He was rightly ganged up on by the other candidates for this moral cowardice. But he has a huge political advantage in this primary.   

He also picks up on a piece of the Fox News message that most politicians are afraid to acknowledge-the idea that America itself is in decline. That was part of what won Trump the 2016 nomination. It will also be what wins him the nomination in 2024. All that B roll of riots and trans people have instilled a fear that only Vivek seems to understand. He is a gross human being but in the cynical politics of the present Republican party, he connects with the rest of the gross human beings who comprise that base.

I was hoping tonight would be a disaster for him. But he played his part pretty well. I expect he will go up in the polls over the next few weeks. Of course, he will not be the nominee. But one thing to look for as we get closer to Iowa- we'll know we have a real primary when Trump starts to casually mention that Vivek is a Hindu. 

Most of the candidates on that stage did their best to talk like a Fox News host but Vivek effortlessly thought like a member of the Fox News audience. He really is as dumb as the people he panders too.

3. Mike Pence.  Grade: D

He was annoying and overly aggressive without saying anything of substance.

4. Nikki Haley. Grade: B.

She had some good moments and didn't embarrass herself.  She landed some punches on DeSantis and Vivek. 

5. Chris Christie. Grade: C

He felt pretty canned and, as always, obnoxious. He was the only person on the stage with a reputation for being a good debater and he under performed. 

6. Tim Scott. Grade: C+

He likes mentioning that he was raised by a single parent. But good lord is he forgetable.

7. Asa Hutchinson: Grade B-

He had a couple flashes of principle, which were admirable. But he's another boring off-the-rack Republican who will never gain traction in this field.

8. Doug Burgum: Grade C+

Probably the best potential president on the stage tonight, which does not say much. He was pretty mild and that's not going to move the needle. But good on him for playing hurt, Doug. 

Bottom Line: Once more, with feeling: Vivek Ramaswamy is a horrible human being.