Sunday, March 1, 2020

The End of the Beginning (Democratic Horse Race, Take 14)




Does the name James Rassman mean anything to you?  Probably not.

On March 13, 1969 James Rassman was embarked on a swift boat in the Mekong River delta. During a firefight, he went over the side, falling into the Bay Hap River.  John Kerry ordered the boat to turn around, back into enemy fire.  When Rassman was unable to pull himself onto the boat, Kerry went down and reached for him, pulling him to safety.

Rassman lived a mostly quiet life after getting home from the service. But one day in 2004 he got on  a plane to Iowa and showed up at a John Kerry event to tell that story. Kerry was already rising in the polls, but this pushed him over the top. He won Iowa and New Hampshire on his way to a relatively easy nomination that summer.

Most politicians do not have a story like that. There are only so many war heroes to go around. Joe Biden has a hell of personal story.  When Joe Bide was 30 years old and a senator-elect, his wife and infant daughter were killed in a car accident. Last week during a CNN Town Hall Reverend Anthony Thompson asked Biden a question about his faith. Rev. Thompson's wife was murdered by a white supremacist during the mass shooting of a black church in Charleston, South Carolina in 2015. Vice-President Biden responded to the question in direct and personal terms, as seen above.

And yesterday, Biden swamped the South Carolina primary with nearly 50% of the vote. He won 39 of 54 delegates and the race now feels like a two-man contest. If Biden holds his own on Super Tuesday, and winds up winning the nomination in Milwaukee, the moment with Reverend Thompson might be seen as the turning point of what recently looked like a doomed campaign.

So where does this leave us?

I. Early State Analysis.
After four contests, the race stands as follows:

1. Joe Biden, 30% of the vote, 1 win, 54 delegates.
2. Bernie Sanders, 24% of the vote, 2 wins, 2 second places finishes, 60 delegates.
3. Pete Buttigieg, 15% of the vote, 1 win, 1 second, 1 third, and 1 fourth. 26 delegates
4. Elizabeth Warren 10 % of the vote, 8 delegates
5. Amy Klobuchar 10% of the vote, 7 delegates.

II. The Horse Race: No More Tiers.

1. The Front Runner-Bernie Sanders.

Bernie leads in delegates and after Tuesday will probably have the popular vote lead too. He is the front-runner. He has done well with Latino voters and he remains the overwhelming favorite of young voters.  But he has only exceeded expectations once (Nevada) and a winnowing field probably helps Biden going forward.

I like Bernie's chances of winning a plurality of delegates. But to win a majority, he's going to need to course-correct a little. As moderates drop out, he should hire some of their staff because he needs to get better at messaging for the center of the country.

At the last debate he responded to every criticism of him with an angry harrumph. When called out on his support of Fidel Castro, he doubled down. This will not win him any votes going forward. He needs to think about the center more, not just to win the nomination but to be competitive in the general election.

2.  The Alternative- Joe Biden.

Biden just had the best night of his life. But nothing is guaranteed on Super Tuesday.  He needs to win the southern states and to make the delegate threshold in California. He's also an underdog in Texas, but he can probably control the delegate bleeding there.

But one good night does not erase his weaknesses. He is prone to gaffes and his fundraising has been poor. He can probably win a convention floor fight over Bernie, but only if the numbers are close to even.

3. The Persister-Elizabeth Warren.

Third in Iowa.  Fourth in neighboring New Hampshire. Fourth again Nevada, Fifth in South Carolina. She has under-performed and her trend is downward. But she retains a committed core of voters who like her debate style and her thoroughness. They have donated enough money to her campaign that she can keep competing through March.

Last night she was frank in saying that her plan going forward was to win as many delegates as possible. She knows the math does not exist to propel her to a delegate majority. But she also knows that every delegate she earns gives her leverage in Milwaukee. She is from the left wing of the Democratic party but she's also a believer in institutions. At the time of her choosing, she could endorse either Bernie or Biden and sell it with a straight face.

If she wins Massachusetts on Tuesday, she has a justification to stay on beyond that point. She will not be the presidential nominee. But she could be the most powerful broker at the first brokered convention of my lifetime.

4.  The Imperfect Pragmatist-Amy Klobuchar.

I have been with Amy for months. I still think she has the best resume to get elected and the best temperament to govern. But it's not going to happen this year.

She caught a break in Iowa. The confusion about the outcome and the poor showing of Vice-President Biden became the biggest stories coming out of the first caucus. By performing slightly better than polls suggested, she looked like a credible option. And then she had a great debate night in New Hampshire. This led to a respectable third place finish. Six delegates and 20% of the vote gave her momentum and boosted her fund raising.

But at the next debate, she got into a petty exchange with Buttigieg that took some of the glow off her earlier performance. She also completely failed to develop a narrative for why black and brown people should vote for her. So she bombed down to 5th in Nevada and all the way to 6th in South Carolina.

5-3-5-6 is not going to do it. But she is the betting favorite to win Minnesota on Tuesday, and I know that means a lot to her. Like Warren, she knows that every delegate is valuable.

Fun fact-the very first presidential candidate that I ever supported was Senator Paul Simon (D-IL). When I was 14 years old, I went to a Barnes and Noble and special-ordered his book about putting America to work through an infrastructure jobs program. I was too young to vote for him, but I followed him closely, including his surprise appearance on Saturday Night Live with the other Paul Simon. (No relation and no endorsement either.)

Simon won his home state Illinois primary that March.  I want Amy Klobuchar to do the same this week. And then, she needs to drop out.


5.  The Republican- Mike Bloomberg.
He has spent half a billion dollars on this campaign before his name ever appeared on a regular ballot. I don't blame him for staying around long enough to find out just how bad that investment is. There might even be a practical justification for competing on Tuesday. A lot of mail-in ballots were cast before his campaign was revealed to be the cynical joke that it is. So he might just get 15 percent of the vote in California. He certainly will get it in plenty of congressional districts.  That could cost Sanders some delegates, and if that prevents a Bernie nomination, well there are worse ways for a 78 year old man to spend eight tenths of one percent of his wealth.

6. Yeah, she's still running-Tulsi Gabbard.
One percent in South Carolina. One.  But she's still the preferred candidate of Fox News.


And pour a little out for Tom Steyer. He spent $250 million dollars so people could hear his opinions about various things. That's not as ridiculous as spending the percentage of free time that I spend doing the same thing.


Bonus Segment: I was drafting this posting when the news broke that Pete Buttigieg was dropping out of the 2020 race.  I'll leave this here, unedited for posterity's sake.  I am glad he accepted the reality of the math.  He has a bright future.

The Rookie of the Year-Pete Buttigieg.
Someday he might be the answer to the trivia question: Who won the last Iowa caucus?

Winning Iowa is nothing to sneeze at it. He had to overcome a lot of questions about his age and resume. He also had to convince a lot of people that the country was ready to elect a gay president. He followed this up with a very close 2nd place finish in New Hampshire.

But then the race turned to more diverse states, and he faltered. A respectable third in Nevada but a distant 4th  in South Carolina. At one point last night it looked like he might announce that he was dropping out today. But for now, his campaign goes on.

Maybe he has polling that shows him sucking up sizeable delegate numbers in places like Oklahoma and Colorado. But he is the one candidate who I think could enhance his career by dropping out early. You won Iowa, kid. If Biden becomes president, you'll probably have a plumb job this time next year.
Putting up a bunch of six to ten percent performances on Tuesday doesn't get you much.

III. The  Power Rankings, Take 13.

These are just my personal preferences among the remaining candidates:

1. Amy Klobuchar  (For old time's sake.)
2. Joe Biden 
3. Elizabeth Warren (Up from 4)

4. Bernie Sanders (Up from 6.)
5. Michael Bloomberg  (Same position numerically because Pete dropped out, but for the record I have moved him below Bernie Sanders.)
6. Tulsi Gabbard (Up from 8, but DFL is still DFL.)









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