Four More Years But For Whoah....Wait a Second. (2024 General Election Forecast, Take Four)

Folks, the tide has turned. Kamala Harris has had an amazing month of good fortune and better politics. For the first few months of this year I assumed that voters would eventually reconcile themselves to the fact that they had to choose between two old declining men and enough of them would choose the one who wasn't evil. 

But Father Time came for Joe Biden a little faster than I expected. Remarkably, he recognized that this was true, or at least the fact that the public believed it was true, so he stepped aside in favor of his vice-president. Then the institutional party rallied behind this decision. Since becoming the presumptive nominee, she has made a very popular choice for running mate, posted incredible fundraising numbers and staged a string of flawless campaign rallies. 

Now America has a choice between an old man, malevolent in being, choleric in temperament and declining in his faculties or a woman in the prime of life, upbeat in bearing and riding a wave of good sentiment that should carry through her convention. When the dust settles around Labor Day, this could be looking like the best presidential election cycle for Democrats since 2008.

But let's not get over our skis just yet. Harris hasn't done an interview, press conference or debate yet. A lot can go wrong and it's inevitable that a she will have a bad press cycle or two between now and November 5th. But for now, she is the favorite. And her opponent seems incapable of adjusting to this reality. 

The electoral college favors the Republican party. A few bad bounces could lead to another 2016 where Trump rides a lucky streak to the White House. He can win Pennsylvania and I'm not lighting any cigars until  that state is called on Election Night (Or the day after. Maybe Thursday. Seriously, folks, margins matter in PA. Let's get this done in a timely manner.)

I. The Roads to 270.

The colored chart at the top of this post is a list of every electoral contest from deepest blue DC to brightest red Wyoming. I don't do toss-ups, because that's boring. But any state or district in a pale color could reasonably won by either party. The darker shades are "safe." But I use that term a little more loosely than more serious outlets. They are safe for now. They are safe in a close election. I'll move the bricks around as polling and prediction markets shift. 

A. The Safe Blue 226.

Just a month ago, team Trump was eyeing Minnesota and Virginia. Trump himself was making noise about New Jersey. (That last one was never going to happen.) But for now, I thin those states are off the board. Unless something horrible happens in the next 87 days, Harris-Walz will win at least 20 contests worth 226 electoral votes.

B. The Swinging 93.

i. Michigan. This state is trending blue and I'd be shocked if Harris doesn't win it. Polymarket gives Harris as 62% chance of winning it. Until that gets over 70%, I'll leave it where it is. (Five Thirty Eight has not yet turned their forecast back on which is embarrassing).

ii. Wisconsin. Also trending blue, but not quite as fast as MI. Polymaket has it 56/44.

iii. Pennsylvania: WI and MI get Harris to 251. From there the clearest path is Pennsylvania, which gets her to exactly 270. The most recent polls have looked good there and I think Harris will probably win it. But let's face it 270 to 268 is a terrifying proposition. Especially for the 270 members of the electoral college in the states that vote for Biden. (And their alternates-thank God the electors have alternates.)

iv. Nevada.  If there is one state to flip because of the switch from Biden to Harris, it is this one. Biden was polling terribly there and Trump was polling weirdly well there all year long. I guess they like casino owners, even lousy ones. But Harris stepping in has led to a swift endorsement by the big culinary union there and it looks like the Reid machine will carry this one over the line for now. If I owned a polling company, I would spend a lot of money on this state the next two months. If Harris doesn't win PA, she probably has to win Nevada.

v. Georgia. After Pennsylvania, this state is most likely to put Harris over the top. If she wins the 251 states, plus NV and GA, she'll be at 273. A slightly less terrifying scenario than 270 to 268.

vi. North Carolina.  If I had to predict the closest margin in this election, I would pick NC. The Dems have only carried it once in the last 11 cycles but the state is nudging its way leftward and the Republicans, God love them, have nominated an absolute nutter to be their candidate for governor. It was the only state that Trump won by a narrow margin in 2020 and I hope this year it will fall the other way.

vii. Arizona.  This is another state that was very close last time and in which the Party of Lincoln has chosen a full-blown lunatic for the senate race. She will lose. But for some reason, this state feels like a reach for Harris. Polymarket still favors Trump there and I'm not ready to bet against that. Picking Kelly for Veep would have helped, of course. But I don't think AZ will be the tipping point state, so it's probably not worth worrying about. And Harris certainly has a chance to win, especially if Trump keeps making his cognitive decline so obvious.

C. The Safe Red 219.

I have written somewhat cautiously so far. I am very encouraged by the current state of the race. But I know there are limits to the popularity of the Democratic party and I'm not about to discount the possibility of attacks on Kamala Harris sticking with a certain kind of "independent voter" who think the President of the United States should be man, just the way more sensible folks believe that James Bond should always be a man. (Or God, if that's your thing.)

Part of my caution stems from the fact that I don't see Harris flipping any big states that Trump won in 2020. Florida could wind up being close. But it makes little senses for Harris to commit the kind of resources it would probably take for her to win there. Texas was fairly close last time, but I don't seeing it moving nearly five points to the left in a second consecutive cycle.  Ohio might be closer than last time and that's good news for Sherrod Brown's senate campaign. But it's not flipping Blue

One persistent prediction I have made is that Florida will again vote to the left of Texas this time. And I think they will both be Red in the end, whether by one point or five.  (The last time TX voted to the left of FL was 1988-when Dukakis-Bentsen lost FL by 22 points but Texas by 12 and 1/2 points. Good job, Lloyd!)

Other than NC, it's hard to see where Harris picks off a state that voted for Trump twice. She might win both of Maine's congressional districts, but that's hardly a trivial effect on the election. If we're talking about a blow out, then Iowa and Alaska could become kind of, sort of close. But if we're worried about that in November, then this will be a good cycle indeed.

II. The Bottom Line.

This election will be decided in seven states worth a total of 93 electoral votes. Kamala Harris needs to win 44 of those 91 votes. Trump needs to win 51 to win outright or 50 to get a 269-269 tie and force it to the House of Representatives*. 

The contours of this are shaped by how the three Blue Wall states vote. 

A. Harris has 3 Paths to winning at least 44 of these votes:

a. The Blue Wall: WI+MI+PA (exactly 44)

b. The Hybrid: Any two Blue Wall States plus NV+ GA or NC (47)

c. The Southern Belles:  NV+AZ+ GA + NC (49)

I do not see the Southern Strategy working. If Harris gets swept in the Rust Belt states, she probably does not win all four southern states. But stranger things have happened.

B. Trump's Needs A Rust Belt Swing State to get to 270:

The good news is that Trump has to win at least one of the Blue Wall states. The bad news is that winning one or more of them gives him several paths to 270.

If Trump wins one of the three Blue swing states, he has the following paths:

If Pennsylvania,  he is up to 238 and he needs either: 

a. North Carolina and Georgia 

b. North Carolina or Georgia plus NV and Arizona.

If Michigan, he is up to 235 and he needs: 

a. North Carolina and Georgia and NV or Arizona.

If Wisconsin, he's up to 229 and needs: 

a. North Carolina and Georgia and Arizona.

If Trump wins any two of the Blue Wall states, he's up to at least 244 and needs to get 26 more. 

a. Georgia plus North Carolina  

b. Georgia OR North Carolina plus Nevada AND Arizona.

If Trump wins any two of the Blue Wall states and one of them is Pennsylvania then he's up to at least 248 and needs to get 22 more. 

a. Georgia and North Carolina

b. Georgia or North Carolina plus Arizona or Nevada.

If Trump wins Pennsylvania and Michigan but not Wisconsin, then he's up to at least 253 and needs to get 17 more. 

a. Georgia or North Carolina plus Arizona or Nevada.

b. Arizona and Nevada.

If Trump wins All  Three of the Rust Belt states, he's up to at least 263 and needs to get 7 more. 

a. Any of the four southern swing states would probably work. House of Representatives. Arizona, North Carolina, Georgia or Arizona would give him a clean win. Nevada would make it a 269 to 269 tie, which means that Trump probably gets elected president by the House of Representatives*. 

We're Doing this, America. We're Doing This Again.

 

The first debate of the 2024 general election is tonight. This is very early for a general election debate but this debate is important because we are likely to only get one more after tonight. 

It's also important because I think tonight will be the night that the average American finally accepts the fact that this election will be between the same two guys as last time. So I want to get a few thoughts out there.

1. Expectations.

The first debate is always bad for the incumbent. Trump got his ass kicked. Obama got his ass kicked. W got his ass kicked. GHW Bush came in third. Reagan did so poorly that concerns about his age came back out in the public. Only Bill Clinton held his own. Nixon didn't do any debates.

My explanation for this is that sitting presidents are not used to being on a stage with someone who must be treated as an equal. They are to used to having people defer to them and it disorients them when an opponent pushes back on everything they say.

But tonight might be different. For one thing, these are both men who have been president. And for another, Donald Trump lives in a bubble of ass-kissing sycophants way bigger than the West Wing of the White House.  Biden also has the advantage of not being crazy.

The Republicans have spent four years telling their voters that Joe Biden is a drooling moron. About a week ago they realized this was a mistake and have since been speculating that Biden will be hyped on something or other. (Some say Gatorade, other say prescription drugs. I wish I was making this up but we really do live in a very dumb time.

Biden does have to avoid looking old. He will probably have at least one moment where he looks confused or uses the wrong name, gets a fact wrong or maybe embellishes the truth a little. That's not great. But the guy at the other podium will be ranting and swearing and lying.

II. Questions That Should Be Asked.

1. To Donald Trump, "Who won the 2020 election for president?" Joe Biden's response better begin with something like, "He's not man enough to admit he lost."

2. To Joe Biden, "Should voters have any cause for concern related to your age and physical health. (Biden will have some canned line ready for this but it's a valid question. I'd like both of them to have to answer it.)

3. To Joe Biden, "Tell the American people why withdrawing from Afghanistan benefitted them."

I could do an hour on this. Joe only needs to do a minute and a half.

4. To Donald Trump. "You are awfully fond of Vladimir Putin,  the House of Saud, Xi Jinping and Kim Jung Un. Do you believe it is important for America to promote democracy abroad?"

5. To Joe Biden. "Do you regret any of  the policy choices you made that led to the high inflation we experienced in 2022 and 2023?"

6. To Donald Trump, "One third of American women now live in states with total or near-total bans on abortion. This is because three of your appointees voted to overturn Roe vs. Wade. Do you think that was good for America?"

7. For both of them. "Why do you think tariffs on imports are a good idea? Why do both of you think that your tariffs work but the other guy's don't?

I'd also like to see them have to answer some of the questions for the naturalized citizenship test, but that's a bit too much to ask for.

III. The Response.

Hopefully Biden has a good night like he did on the State of the Union. Hopefully he avoids losing his cool at the loser eight feet away from him. Hopefully he smiles and looks up beat. Hopefully the American people remember how crazy and unpleasant Donald Trump is.

But both sides will declare victory. That's how they do. And if the polls are bad for Trump, he'll roll out his VP announcement to change the subject. 

 

Four More Years But For Whom? (2024 General Election Forecast, Take One)

Both candidates are old and familiar. They both skated to their respective nominations with ease. Both are unpopular with the median voter. And a significant segment of the general public still seem to think that some other candidate is going to walk through a spring-loaded door on a white horse and promise the world exactly whatever the hell that particular voter wants to hear and nothing else.

But that's not going to happen. There are two choices for president in 2024. And while they share all of the above-stated qualities, only one is a corrupt convicted criminal. Only one is an insufferable narcissist who intends to use the next four years to settle scores with his enemies, perceived and real.

The other candidate happens to be an extremely competent and accomplished president. The other candidate has overseen an incredible economic performance, drastic reduction in crime all while ending our longest, dumbest war and leading a coalition of democracies to defend Europe from the vile imperial ambitions of Putin's Russia.

I. WHERE THE RACE STANDS.

In the 538.com model, the race is a dead heat. As of this writing, the last 1,000 simulations had Biden winning 501 times and Trump winning 499 times. (If you assume the House of Representatives would vote for the Republican, as seems likely.)

The Economist model favors Trump. In their simulations, Trump wins 68 percent of the time and Biden wins 32 percent of the time. The betting markets also favor Trump, by a narrow margin on Predictit, more widely in some others.

I think the disparity between the models comes down to the weight given to Biden's approval numbers, which are bad. The polls do seem to give Trump a slight edge but I am reluctant to put too much weight on those just yet for the following reasons:

1. It's June. Polls are not predictions. They are snap shots in time. 

2. A lot of people, bless their hearts, do not believe that Trump and Biden will be the nominees. I knew this was crazy a year ago but to believe it at this point is lunacy. Unless either one of them dies in the next four months, we are getting a rematch. But as recently as three days ago, you could spend 79 cents to get a $1 stake in Joe Biden being the Democratic nominee for President. Right now that number is up to 85. It should be in the mid-90s.  No one is walking through that door to replace Joe Biden. If he does die, the nominee will be Kamala Harris. If you don't understand this, I can't take you seriously.

3. The polls are drastically overstating the appeal of third party candidates. The 538 model currently has Robert F. Kennedy Jr. getting almost 8 percent of the vote. I doubt he will get half of that. But polls are not capturing the fact that he has been struggling to raise money and only has confirmed ballot access in six states. 

For practical purposes, the election is currently tied. And I believe it will remain so well into October. I hate the phrase "if the election were held today" because, well, the election is not held in the middle of June. But if the election were held today, Donald Trump would probably win. The good news of course, is that today is June 22nd. A lot will happen in the next 19+ weeks and I remain confident that Joe Biden will win when it counts.  But let's talk about how we get there.

A. WHY BIDEN SHOULD WIN.

1. He is a very good president. His legislative accomplishments speak for themselves. He took over during a terrible pandemic and the United States has lapped the world in recovery from it by every metric you can think of. Job 

2. He is the incumbent and the economy is doing well. This should be the ball game but a lot of people tell pollsters that the economy is bad, which seems related only to the effects of inflation. For the record, inflation is lower here than in the rest of the wealthy world, and has been dropping like a rock. But you probably know that because you are smart enough to read this blog.

3. Abortion.  Most Americans believe that abortion should not be criminalized. But the Trump appointees to the Supreme Court has give that option to states and nearly half of the states have chosen to make abortion illegal under all or most circumstances. 

4. The defense of democracy and freedom.  Joe Biden has accomplished some great things in foreign policy and he gets almost no credit for them with the average voter. He ended our longest, dumbest war. He stood with Ukraine when Putin invaded and he called out the savagery of Hamas for its attack on Israel. None of these choices have been easy and all have had some political downside. But it's 2024. Ukraine stands. NATO is stronger and when was the last time you heard someone say, "Boy, I wish we were still occupying Kabul."  

4. His administration has been scandal-free. There have been no high-level resignations. No indictments. No real scandals other than garden variety Fox News fodder about really small ball stuff.  (And the unfortunate crimes of Hunter Biden, the president's son. I happen to think that Hunter's travails make his father more sympathetic, but yeah it's a talking point that Trumpers will not tire of using.)

5. His opponent wants to end social security as we know it. Trump is smarter than the average Republican so he plays a little coy with, but I sure hope the Democrats put this issue to their advantage this year. 

6. His opponent is a raving lunatic and a convicted criminal. 

B. WHY TRUMP COULD WIN.

1. Biden is unpopular. His approval rating is right about 40%. That is low. I think a lot of this is attributable to his age, but a lot of it has to do with inflation and the fact that a good chunk of people have simply forgotten that he inherited a mess from Trump and had to devote a lot of energy to fixing that. 

2. Immigration.  I hate to say it, but Trump's enduring popularity has a lot to do with his insane opposition to immigrants other than beautiful women from Eastern Europe. The border situation has improved, but Americans really do not like what they see on the news about it. And they don't like seeing migrants panhandling on streets.  The American people are afraid of immigrants and that fact is staggeringly sad. But for now, this is a political reality.

3. Americans love rich people. I am 50 years old. The economic history of this country for the past 50 years is a cycle of a Republican president getting elected, cutting taxes, running up enormous debt and leading us into recession. Then a Democrat gets elected, cuts the deficit spending, creates a lot of jobs and tries to restore some level of sane financial regulations. Then the voters decide they want a Republican to cut taxes, so we run back for the ditch.

But voters will still tell you that the Republican party is the party of fiscal responsibility. And the party that they trust to handle the economy. And they still believe that the government should be run like a business. It's a fundamental flaw of our civic literacy. And like the aversion to immigration, it's a political fact.

4. The Right Wing is more united than it was four years ago.  In 2020 at least some hardcore right-wing thinkers were aware of Trump's awfulness enough to publicly support Joe Biden. But four years of modest regulatory enhancements and (even more modest) changes to the tax code are enough to put many of them back in the Trump column. Some of them now figure Conservatism can survive Trump and a second Trump term is their last shot at enacting some wild-ass reforms to our federal government. 

There will always be some Never Trump Republicans. But even sane Republicans are refusing to endorse Joe Biden. They don't see an upside in it.  

5. Cultural Nonsense. 

I am putting this last because it's incredibly unimportant substantively but Trump and the Republicans do seem to have a slight advantage from energizing their voters about such weight issues as a trans woman playing softball in some Junior College or any crime committed by an undocumented immigrant. This stuff ranges from petty to tawdry but it certainly consumes the thoughts of a certain segment of bored old people. 

II. The Forecast.

Joe Biden won the last election with 306 electoral votes. Because of reapportionment with the last census, the Biden states are now worth 304 votes. The Trump states are worth 234.

 1. The Road to 270.

I am very confident that Biden will win 225 electoral votes.

To get to 270, his best path is to add:  Nebraska's 2nd congressional district (1) Michigan (15), Pennsylvania (19) and Wisconsin (10).

That's a too close for comfort 270 to 268 win. That would leave the nation's collective rectum tight enough to sharpen a pencil for two months.

So Biden wants to win somewhere else. The good news is he has several options. The bad news is he's not a clear favorite to win any of them.

2. The Cushion Opportunities

a. Nevada (6 Electoral Votes).  This state has gone blue in four consecutive election cycles but the margin has dropped from 13 percent in 2008 to seven percent in 2012, to 2.4 percent in both 2016 and 2020. The Nevada Dems have pulled some close elections out in recent cycles but this year it's a true toss-up.

b. Georgia  (16 votes). Trending blue for several cycles but still red in its DNA. This state can be won if black turnout is high. 

c. Arizona (11 votes) A true purple state. Basically a coin toss. Biden is helped by abortion and by Kari Lake being on the ballot for the Republican senate race. But Trump is helped by the border situation and the higher than usual percentage of crazy retirees. 

3. The One Pickup Opportunity.

North Carolina (16 Electoral Votes) is the only state that Biden lost by less than 3 points in 2020. If we have a genuine rightward shift in this election, than Trump will hold it. But NC is getting more diverse and the GOP nominated an absolute whack job for governor, so I think Biden has a shot here.

4. The Trump States.

I just don't see another pickup opportunity.  I think Trump has 219 electoral votes pretty well sewn up, and they probably think Arizona and Georgia will come home. 

If I had to pick the next closest Red state, I would say Florida. Biden lost Florida by 3.3 points and the state Democratic party got trounced in the mid terms. But they have shown signs of life since then and DeSantis is less popular than he was 2 years ago.  I still think Trump will win it but I think the margin will be two to four points. 

It's trendy to say that 2024 is the year that Texas will vote to the left of Florida. I don't buy it. I think Texas goes for Trump by five to seven points. Everything to the right of that is a solid red wall. The best we can hope for is a closer than usual margin in Alaska.

So here is My Honest but Slightly Optimistic Prediction of the 2024 Presidential Election. All of the red is solid and a lot of the blue is pale. That's the state of the race.  I don't think I will updating it again for a while. But we have a debate, a candidate sentencing and two conventions that will be here before you know it. So maybe things will change. (By the way, I think Trump will pick Douglas Burgum as his running mate. Or maybe he will go off the board and choose some retired general or state legislator from a swing state. But my money is on Burgum.)

One last word on the popular vote. I think it will be closer this time than last. I think Trump will do better in both New York and California than he did last time. That won't affect him but it could mean an extra seat or two in the House Republican caucus. I also think some young people will stay home this time, which is a real shame. If Trump wins,  we will be living with Trumpism for a good long while.

The 538 model predicts the popular vote will be Biden 47.2, Trump 45.2, Kennedy 7.5.

I will go with Biden 49.8, Trump 46.1, Kennedy 3.5. Others 2.0%

.

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. 

The 2024 GOP Presidential Race.

Just kidding. There is no 2024 GOP presidential race. Donald Trump will be the nominee of that party next year. It does not matter that he has been indicted four times. It will not matter that he will likely be a convicted felon by Super Tuesday. It does not matter that he is a corrupt, incompetent drama queen. The Republican party likes him. They like him because he gives them license to vocalize their prejudices and take pride in their ignorance. They like him because he tells them that they are victims, which is very comforting. 

Most all they like him because he is their guy. They chose him seven years ago and there is an entire echo chamber that exists for the sole purpose perpetuating this status for him. Some pieces of this machinery wish to move on, but the masses say otherwise. He is currently polling at 55% of the field in a race with a dozen candidates.  He will win early. He will win often and the only thing that can stop him is the right Twinkee clogging the wrong artery between now and March 1st or so. If Donald Trump is capable of breath and basic mobility, he will be the Republican party for president next year.

Nevertheless, we are about 48 hours out from the first "Debate" of this presidential cycle. This event will look more like auditions for the vice-presidency than a traditional debate. The front-runner is staying home. Only one guy is expected to say anything mean or critical about him from the stage. He will be booed heartily when he does so. 

So this post is a look at the dozen or so other people who have decided to pretend the last three paragraphs are not so set in stone. They are worth looking at, at least once. After all, they pretend to think they're going to be president in 17 months. That's wild.

For each candidate,  I will ask three questions: Is he qualified?, Why is he running?, and what would a successful campaign look like for him? Then I'll make a brief prediction about how I think they will do in this sham of a primary. 

I have already squeezed the suspense out of who will win. But maybe these questions can help us begin to understand how this ill-fated clown car got quite so jammed.

TIER ONE: The Nominee Presumptive.

1. Donald J. Trump, 45th President of the United States.

National Polling Average among Republicans: 54.8%.

a. Is he qualified? Well, he's the first former president to seek the office since Grover Cleveland so, I guess technically....no. The answer is good lord, no.

b. Why is he running?  To fill the love-shaped hole in his heart.

c. What would a successful campaign look like for him?

To be elected President of the United States again. The full Grover Cleveland experience. It is the only thing that will ever make him feel a moment's happiness. And he has a chance. I would say he has about a 35% chance of achieving this, which is based entirely on the fact that Joe Biden's approval ratings remain stubbornly low. I think those numbers will change when the country accepts that we only have two options, but Biden is not as popular as he should be given the state of the economy, lack of meaningful scandal and his various successes in passing domestic legislation and forging foreign policy successes. But that is the subject for another post.

Trump will be the nominee and he has a chance of winning the election. We will go to the polls in 441 days and we won't be certain who the winner is until late that night.

TIER TWO: The Plausible Alternative.

2. Ron DeSantis, Governor of Florida.

National Polling Average among Republicans: 14.3%.

a. Is he qualified? Yeah, sure. He's the governor of a big state and he was in congress before that. 

b. Why is he running? Because he assumed that his success in Florida would translate to a national mandate as the alternative to Trump. This was stupid. He should have waited until 2028 when he could have waltzed to the nomination. But I guess he had FOMO. Or an overly ambitious wife.

c. What would a successful campaign look like for him? 

Being the nominee. It is still possible. Trump's likely convictions could start happening early in 2024 and maybe that will give some voters pause about whether he can beat Biden. (One small problem there-Republican primary voters all think that Joe Biden is awful and assume that the rest of the country share that sentiment.)  At the risk of being morbid, there is also the fact that Donald Trump could die in the next six months. But short of that, DeSantis is probably fated to get his ass kicked in the early primary states and return to Florida with his national brand deflated.

It's worth noting that DeSantis has already done something very stupid. Instead of running a traditional campaign he has decided to let his Super PAC do most of the fundraising. This means that he can't "coordinate" with the Super PAC openly, so they have to talk to each other through the public press releases. It really is as stupid as anything any presidential candidate has ever done. If you want the details, Josh Barro does a great job with them here:  https://www.joshbarro.com/p/memo-to-ron-desantis-be-smarter

So this is where the GOP golden boy stands. He's still second in most national polls but he has hopelessly destroyed his relationship with Trump and he has exposed himself as a terrible retail politician. He might be able to have a comeback in 2028 but as of now it looks like no one will lose more political capital in this cycle than Ron DeSantis.

Prediction: Second in Iowa. Third in New Hampshire. Dead after South Carolina. 

Tier Three: The Quadrennial Flash In the Pan.

3. Vivek Ramaswamy, Media Gadfly.

National Polling Average Among Republicans: 7.2%.

a. Is he qualified? Not on your life.

This stupid motherfucker is an insult to American democracy. It's early days but I think he might be less qualified for the presidency than Donald Trump. He started the campaign without having ever held a job in government and without even knowing what the nuclear triad is. His biggest "ideas" are for the United States to befriend Vladimir Putin and he thinks 9/11 may have been an inside job. I hate this prick. tl;dr:No.

b. Why is he running? To become famous. Did I mention that he is a prick and that I hate him? Because he is and I do.

c. What would a successful campaign look like for him? Mission accomplished. He is the only candidate in this horrible field who is exceeding expectations. Of course, starting as 3o-something whose only accomplishment was to start a business that has never turned a profit, expectations were not exactly high. But he knows how to talk to old white people and make them feel good. That's a valuable commodity if your goal is to be a guest on Joe Rogan and maybe set up a reverse mortgage concern. 

This vapid asshole has already gotten tons of free press. The people who watch Fox News have picked him as their official token minority for this cycle. He is in the Alan Keyes-Herman Cain-Ben Carson fraternity for life. Two years from now he'll be writing books and hosting a podcast and being an irritant in our national life.  It beats working. 

Prediction: he'll finish 2nd or 3rd in Iowa. Then 4th in New Hampshire. He'll probably bow out before South Carolina, in order to stay in Trump's good graces.

TIER FOUR: Garden Variety Losers.

4. Mike Pence, 48th Vice-President of the United States.

National Polling Average: 5.2%.

a. Is he qualified? Yeah, sure. 

b. Why is he running? It's what vice-presidents do.

c. What would a successful campaign look like for him? 

Second or third place. Staying in past New Hampshire. Maybe staking some claim to his legacy as having done the bare minimum to keep our republic in place?

Primary Prediction: 4th in Iowa. 5th in New Hampshire. Extremely boring concession speech.

5. Nikki Haley, former governor of South Carolina.

National Polling Average: 3.4%.

a. Is she qualified? More than most in this field.

b. Why is she running? Because she is a try-hard who is in denial about the racist, sexist nature of her party.

c. What would a successful campaign look like for her? Proving me wrong about the racist, sexist nature of her party by coming in second and/or winding up on the ticket.

Primary Prediction: She will not run a successful campaign. But she will burn through a lot of money that would have otherwise been spent on second boats and fourth golf club memberships. But she'll probably cling on to her place in the national discourse-going on Sunday talk shows to prove that the Republican party is not racist and sexist. Someday she'll probably be a cabinet secretary.

6. Tim Scott, Junior Senator from South Carolina.

National Polling Average: 2.8%.

a. Is he qualified? Yeah, I guess.

b. Why is he running? Because a lot of rich people told him that the party is dying to nominate a never married black man to be president. And he probably thinks he can wind up being Donald Trump's running mate. 

c. What Would a Successful Campaign Look Like For Him? Being on the ticket. 

Primary Prediction: He seems like a nice enough guy. He'll get some traction in Iowa. If he can finish second there, then he will just need to survive New Hampshire and probably come in second again in South Carolina. That could be a strong enough performance to get Trump's attention. 

7. Chris Christie, former governor of New Jersey.

National Polling Average: 2.6%.

a. Is he qualified? Yes.

b. Why is he running? He seems to think he can out bully Donald Trump. But he has no idea the difference between being a Jersey caliber asshole and a world-class malignant narcissist. I genuinely believe that if Donald Trump participated in even one debate, he would make Chris Christie cry on the stage. That's the only thing I will regret about Trump not doing these debates.

c. What Would a Successful Campaign Look Like For Him? I suppose he thinks he can rehabilitate his image. And be there in case the party wakes up to how weak a general election candidate Trump is because of his baggage. But the party will never nominate him.

Primary Prediction: 4th in New Hampshire, out of the race soon after that. He'll probably go back to a cushy media job although I personally hope it's a peg or two lower than the one he had at ABC before entering this race. We need to stop making presidential candidate a good thing to have on your resume.

TIER FIVE: The Dreggs.

8. Doug Burgum, governor of North Dakota. 

a. Is he qualified? Yes.

b. Why is he running? He is a rich guy that wants to be a national player. He actually has one admirable quality-he believes in climate change. (Although being from North Dakota, he also loves the fossil fuel industry, so that's kind of a wash. But I hope he gets to make that point on the debate stage this week because more Republicans need to hear it.

And he's a patron of the arts. Which is nice. But he also signed a sever abortion ban for his state, so fuck this guy after all. 

c. What Would a Successful Campaign Look Like For Him? Try not to blow too much of that fortune, Doug. Who knows, you might want to do this again in 2028.

Primary Prediction: Maybe the field thins out after Iowa and he wins some delegates in New Hampshire. If he really wants to burn a hole in his billion dollar fortune, he can hang on and win some more delegates in the early primaries. +

9. Asa Hutchinson, former governor of Arkansas.

a. Is he qualified: Almost.

b. Why is he running? He thinks he can govern like an old-school mainstream Republican free from the taint of Trumpism. That ship has sailed, but he's going to go down swinging.

c. What Would a Successful Campaign Look Like for Him? Qualifying for all the debates Not dropping out before Iowa. He also has shown some glimmers of independent thought on the subject of Trump's corruption, so he might be able to have a moment in this first debate. 

Primary Prediction: Hopeless.

TIER SIX: Sludge and Slugs.

There are some other dirt bags running in this race. The mayor of Miami. Lawrence Elder. One or two rich weirdoes (besides Trump and Ramaswamy.) Oh, and Will Hurd, who is sort of decent guy that is gaining all the traction you would expect a sort-of decent guy to get among these swine. I won't waste your time with them but I'll leave this a place holder. There is one scenario worth thinking about-what if Trump clobbers this field in the early states but then gets convicted of a crime and the party tries to turn on him? Well then we'll probably need a compromise candidate.  If DeSantis has done okay in the first few primaries, it could be him. But he'll probably alienate a lot of people in the coming months by spending a lot of money to get his ass kicked.  

If I had to pick someone to be the nominee who is not in the current field, I would go with Glenn Younkin, the governor of Virginia. He's a lightweight but he doesn't offend any of the major constituencies and the the party will probably fall for the hype of possibly winning Virginia for the first time in 20 years.

But brokered conventions and white-knight candidates are the stuff of history books and West Wing fan fiction. This is the real world and we are stuck with Trump v. Biden II. 

\

A Framework for the 2024 Presidential Election

Don't call it a Morning Line. It is too early for that. But Joe Biden has been president for six full months. That is 1/8th of his term. That is 1/4 of the portion of his term before Republicans start declaring their intention to replace him and become the 47th President of the United States. 

And we have learned a few things about him and the state of politics in the Republican party to make some observations about what is likely to happen between now and three years from this month, when the parties are holding their conventions. 

This is a big-picture conceptualization of how 2024 might go. I want to lay down a few assumptions here and then get into some hypotheticals. A lot will change between now and then, but I think it's helpful to discuss a few fundamentals about the election at this stage. The short version is that I think the next election will feature the same candidates as last time and will have a similar result.  The long version follows below. 

 I. Joe Biden is very likely to be the Democratic nominee. 

Joe Biden will be in his 80s when his first term ends. A lot of people seem to think that he will not run for a second term. I find that highly unlikely, for the following reasons. 

A. Presidents like being president. You know who was the last president to be elected and then voluntarily decide not to run for a 2nd term? James K. Polk in 1848. Anyone ambitious and confident enough to run for president has a pretty solid ego. Winning only reinforces that instinct. And presidents are surrounded by people who tell them they are doing a great job. Every single one of them believes it. There is no reason to think Joe Biden will be the exception. He's going to run because the alternative is unthinkable. For God's sake Polk died three months after his term ended. Retirement is no substitute for being the President. 

B. Incumbency Helps. Being president helps with everything from fundraising to setting the narrative. There is no campaign plane as impressive as Air Force One and no rolodex like the one that would be on the Resolute Desk if people still used Rolodexes. One of the reasons the 2020 election was closer than the polls suggested it would be is that some unexpected voter blocks gave Trump the benefit of the doubt. This happens to just about every president. The thinking is that if we've survived one term with any given fella, we can probably survive two.  A distressing number of people felt that way about the previous president, no matter how terrible he was. 

Since World War 2, sitting presidents have won eight times and lost only four times. One of those four was Gerry Ford, who was appointed to the Vice-Presidency rather than elected. The presidents who lost a second term are remembered as some of the worst presidents we ever had. If Biden has any success at all, the institutional party will want to run him again and the causal voter will be inclined to choose him. 

C. He Probably Won't Face a Primary Challenger. Biden has managed to keep his centrist identity but has achieved a lot of progressive policy goals. The expanded income tax credit alone will probably be enough to make most of the left wing stay on the bench. Bernie Sanders is too old to run for a first term. AOC is too young. Any other plausible candidate knows that starting a serious campaign against an incumbent president is political suicide. They will sit this out. 

D. He is a better political option than Kamala Harris. I have talked to people who think that Biden is a caretaker president. Because of his age and the changing demographics of his party, he will step aside after one term and endorse his vice-president. But I don't see it happening. No one in the party will accept that endorsement as a coronation, which means a contested primary. That's a huge distraction and squanders the advantages of being the incumbent party. 

Vice-President Harris has not had a breakout moment to claim the spotlight. She is being a good and faithful Vice-President. She knows that she will be the heavy favorite for the nomination in 2028 and she can afford to be patient at her age. To be blunt about it-Donald Trump would much rather run against Kamala Harris than Joe Biden. She is not a great or even natural politician. She is serving her president well and that will probably be rewarded down the line. But it's not enough to jump the queue.

II. Donald Trump is EXTREMELY likely to be the Republican nominee. 

Donald Trump has spent the last six months perseverating of the result of the last election. He is actively involved with defending the rioters who tried to prevent the peaceful transition of power in our democracy. And he remains overwhelmingly the most popular figure in the Republican party. 

He is almost certain to be the Republican nominee, for the following reasons. 

 A. He's got nothing better to do. The first rule of thinking about Trump is to remember that it IS about Trump. And the common mistake that people make when thinking about presidential candidates is to pretend they are normal people. None of them are. They want power and glory in ways that very few people can relate to. 

A lot of people thought the loss of an election would cow Trump into a life away from the spotlight. Such people do not understand the brain of a true narcissist. Trump is incapable of believing he lost anything fair and square, so his brain has erected the defense mechanism needed to convince himself that he was robbed. This aggrieved act is based on certifiable nonsense and bullshit. But it is enough to keep his ego afloat., in part because the entire Republican apparatus in the media and in Congress has lined up behind his delusions.    

He is going to run because he loves attention and the only thing that can match the attention of running for president is being president. Donald Trump will happily run in a primary. He will have his center modicum for all the debates. All of the news outlets will go back to taking him seriously and give him the coverage he needs. Twitter and Facebook might even let him have his accounts back. 

B. He has cleared the field by emasculating all his rivals. 

For five years, the most important endorsement in Republican politics has been Donald J. Trump. The vast majority of Republican office holders have lived in fear of Trump turning on them. He has turned his back on anyone who does not share his belief that the last election was stolen. Even Mike Pence, as loyal a lap-dog #2 as the world have ever seen, is now persona non grata in Trumpland. The Rubios and Cruzes of the world have forfeit any attempt to credibly run against Trump in a primary. Nikki Haley, among others, has said she won't even run if Trump runs.

Of course, he will have primary opponents. There will be a nominal Never Trump candidate-Larry Hogan of Maryland will probably run. Maybe Liz Cheney will try to settle some scores if she loses next year's Republican primary for her House seat. And there will be a couple plausible candidates who at least put a toe in the water in the hopes that Trump doesn't run. Ted Cruz is so damn ambitious that he might just sign up for another round of humiliation. Like Trump, he has nothing better to do with the next 3 years of his life. But no one can beat Donald Trump in a Republican presidential primary. Off the top of my head, this is what the 2024 Iowa Cacuses might look like. Trump 53%, Cruz 19%, Hogan 14%, Cheney 4%. Rubio and Haley and a few other dumb-dumbs can fight for the scraps. If Donald Trump runs for the nomination, and doesn't die in the first half of 2024, he will be the Republican nominee for president in 2024. 

C. Beating Donald Trump in a Republican Primary is a Booby Prize.

Let's pretend that Donald Trump is somehow chastened by his loss to Joe Biden. That he has some scintilla of reluctance to run again. Maybe he dawdles for another year-never declaring his candidacy and letting some others explore their options in Iowa and New Hampshire.  Maybe he even in fit of pique says that he will not run or may not run.

So the field fills up. The Hogans and Cruz' and maybe a Kasich or two decide to run. The filed takes shape. Polls start to be taken and DeSantis or Cruz looks strong.  Trump has some personal distractions-an indictment or a divorce or a fun new project somewhere. All of a sudden, people are talking about DeSantis as the better candidate.  So Trump waits and waits. The first debate happens and he's not on stage. That will be enough to snap him back into it.

He can't resist the attentions. He can't let the Republican party love someone else they way they once loved him.  So he declares after all. Maybe right before Iowa. By then a lot of talent has signed up in other camps. Cruz and DeSantis are both pros-they raise a lot of money.  Somehow, some way, they deprive Trump of a majority of delegates and agree to run together in order to lock down the nomination.

How do you think Trump reacts to that? Graciously?  Please. He will whine and bitch like the whiny bitch that always has been.  He may or may not run third party but he definitely spends the summer and fall shitting on the people who beat him. The people who conspired against him. 

Maybe he runs third party and turns the legitimate nominee into Taft '12. Or maybe he just sits on the sidelines and his minions stay out of the rigged election, this time for good. 

Trump is going to be the Republican nominee because he is the only person that controls enough Republican voters to affect the general election outcome and enough spite to use them against the Republican party.  The party is his possession. 

Now that my assumptions are on the table, let's turn to some probabilities. 

III. Democratic Primary Probabilities.

Event	Probability
Joe Biden Will Run for a 2nd Term	96%
Joe Biden will be Nominated again.	90%
Kamala Harris will be the Nominee	5%
Neither Biden nor Harris will be the nominee.	5%

    

Caveats & Context: 

Only a health problem will prevent Joe Biden from running. At his age, that is a non-negligible probability. But he is tall and trim and has no history of alcohol or tobacco use. The actuary charts like his chances of making it well beyond 2024 and even 2028.  But things happen. If Biden doesn't run, it could mean that Kamala Harris is the incumbent. At minimum, she will be the heavy favorite and presumptive heir.  

If Biden were to simply decline to run, than Harris would still be the favorite for the nomination. But she would face a competitive primary. Andrew Cuomo would run. Sherrod Brown could make a strong run. People will talk up AOC, but I think she's too smart to do that now. (She turns 35 in 2024.)

IV. Republican Primary Probabilities.

Event	Probability
Donald Trump Will Run for a 2nd Term	95%
Donald Trump Will Be Nominated Again	94%
Ron DeSantis Will Be The Nominee	3%
Neither Trump nor DeSantis will be the Nominee	3%

Caveats & Context:

Trump will run if he is physically capable. I know some people fantasize about him being prosecuted and incarcerated and therefor unable to run. But that is very unlikely. 

The Trump organization was recently indicted along with its Chief Financial Officer, Allen Weisselberg. Some have speculated that Wesselberg could flip on Trump and cooperate with the Feds. That certainly is possible. But even if that happened tomorrow, it would take time for Trump to be indicted. An indictment is not goin to prevent Donald Trump from running for president. It would just be a fundraising message for him.  And the sort of crimes that Trump would be accused of are not easy to prove. It would require a lengthy trial.  I do no think there is enough time for Trump to be indicted, tried, convicted and incarcerated before the Iowa caucus. It's just not going to happen.  (And for the record, I think it's unlikely he will ever be prosecuted for a crime. This one prediction, I will be quite happy to get wrong.)

If Trump doesn't run, Ron DeSantis is the obvious front-runner for the Republicans. He appeals to every large swatch of the party and he manages to sound Trumpian without being an obvious moron. He has the Yale/Harvard pedigree of Cruz and Hawley, but none of the childish need to impress the faculty lounge. Assuming he is re-elected in 2022, he would be the obvious Trump successor.

There is no obvious third choice for the Republican nomination. Pence probably alienated too much of the base by you know, believing in democracy for one day.  There will be plenty of runners, but I am inclined to believe that the nominee will be a white male. The only scenario where I see that not happening is some sort of crazy brokered convention where the grown-ups settle on Tim Scott or Nikki Haley. But the party of "Build that Wall!" chants is not going to fall in love with any brown candidates. That just will not happen.

So I think DeSantis is the obvious nominee if Trump doesn't run. The only way I do not see that happen is if something disastrous happens and he is not re-elected next year. Or maybe he wins but the election is close and that puts doubts in the minds of the party establishment. That could happen, so I leave room for the field. But just three percent.

V. General Election Probabilities.

General Election Probabilities	Probability
The Democrat Wins	60%
The Republican Wins	40%
Biden Beats Trump	51%
Trump Beats Biden	34%
Biden Beats DeSantis	8%
DeSantis Beats Biden	5%
Not-Biden beats Not-Trump	1.3%
Not Trump beats Not-Biden	0.7%

Caveats & Context:

Red states netted three electoral votes from the 2020 Census. If the 2024 election has the same exact result as 2020, the Democrats would win 303-235 instead of 306-232. But it's hard to come up with a scenario where these changes put either party over 270.  A lot of the changes cancel each other out.  (Montana's gain is West Virginia's loss, Oregon's gain is Illinoi's loss, etc.) 

The only changes among really competitive states are that MI and PA each lost one and NC gained one. 

Even starting with the dreadful 2016 result as a baseline, the Dems path remains unchanged. They start with 230 and need PA (19) Michigan (15) to get them to 264. They then need one more state to win- Wisconsin, Arizona or Georgia being most likely. 

I favor the Dems because incumbency is helpful and I think the Donald Trump shtick will have worn pretty thing on the average independent/moderate voter by the time that circus gets geared up again.

But nothing is in the bag.

Let's have some fun with specific head to head match-up.

VI. Head to Head Match-ups.

a. Biden vs. Trump. There is about an 85% of this being the match-up.

Biden's polling has been solid but not spectacular. The new wave of COVID cases is not helping, even though this wave is largely caused by people refusing to get vaccinated.  I am an optimistic person, so I think the vaccines will beat the new variants and by 2024 COVID-19 will be a marginal problem. But that's not guaranteed. Biden is also vulnerable if inflation stays high (most economists don't think it will), if the homicide rate climbs (it might) or if we enter 2024 in a recession. (Too soon to tell.)

That said, I favor Biden over Trump, comfortably. The result won't be radically different than 2020 but I think the margin will be a little wider as Biden benefits from being the incumbent and Trump's shtick wears thin on the marginal voters. 

Probability:  Biden wins 67% of the time.

Official, way to early prediction: Biden wins 319-209.  He picks up NC but loses WI, in part because Trump has replaced Pence with Scott Walker.

b. Biden vs. DeSantis.  

This is an interesting possibility. DeSantis being the nominee means that he was re-elected governor of Florida in 2022 and he probably won by a clear margin.  That might make the Democrats skip Florida all together. So both parties would be free to spend a lot more money in the places that can actually decide the election. DeSantis will also have the advantage of not being in his eighties. 

This would be a very close election, assuming that Donald Trump is either dead or has given DeSantis his full-throated endorsement. 

Probability:  Biden wins 55% of the time.

Official, way to early prediction: Biden wins 267-262. DeSantis claws back GA and AZ, but the northern wall holds for the Democrats. Trump begins saying "They should have nominated Ivanka."

c. Biden vs. Generic Republican.

Generic Republican might seem formidable now but any Republican who isn't Trump or DeSantis is probably a relative newcomer to the scene.  Cruz would get crushed. Rubio isn't up for it. The Haley or Tim Scott scenarios are far-fetched to me.

Probability:  Biden wins 60% of the time.

Official, way to early prediction: Biden wins 319-219. North Carolina goes blue.

The Harris scenarios are hard to handicap. Her being the nominee either means that she is the president or that Joe Biden has decided not to run for a second term. For today's purposes, we will assume she is running as an incumbent, because I thin that is more likely than Biden deciding not to run.

d. Harris vs. Trump:

Kamala Harris ran a bad campaign in 2020. She raised a lot of money and didn't even make it to Iowa. Nothing about her performance as vice-president has particularly helped or hurt her chances. 

But I think Trump would, for the 2nd time, benefit from the sexism that exists among a frightening percentage of voters. And he will not be shy about using her racial identity against her either. He could over play that, but sadly, he seems to know how to play those games better than most. I fear this scenario.

Probability:  Trump wins 55% of the time.

Official, way to early prediction: Trump wins 291-247.  Trump reassembles his 2016 map, save Michigan. President Trump then announce plans to sell Detroit to Canada.

e. Harris vs. Desantis.

DeSantis on paper is a better candidate than Trump. But we don't yet know if he will motivate the casual Trump voter to turn out on election day. I am guessing he would get enough of them out to win, but this would also be a close race.

Probability:  DeSantis wins 58% of the time.

Official, way to early prediction: DeSantis wins 312-226. DeSantis reconstitutes the Trump map and adds Nevada for good measure.

f. Harris vs. Generic Republican.

Well, a lot has to go wrong for this scenario to play out. But I think this means the GOP had to go with their 3rd choice, and that's not good.

Probability:  Harris wins 57% of the time.

Official, way to early prediction: Harris wins 292-246.

g.  The Field.

Something terrible will have to happen for the Democrats to nominate someone other than Biden or Harris. That sort of means that Biden dies in the next year or so and then Harris has such a bad run as president that some shit head like Andrew Cuomo comes in and beats her in a primary.  

This is too remote to think about now. So I won't put numbers on it yet.