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*. 

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%

.

A Look Back at the Midterms and a Peak, God Help Me, at 2024.

I. What Did We Learn?

I will get to my predictions report card, but first I want to discuss a few things the midterms taught as about about where the voting public is.

1. Abortion Access is Very Popular.

Any serious analysis of these midterms has to begin with the simple fact that a clear and convincing majority of American voters want abortion to be generally legal.  The Supreme Court decision to overturn Roe vs. Wade was an electoral disaster for the Republicans. It probably determined control of the senate and might have made the difference in at least two governor's races. (Wisconsin & Arizona.)  The issues was on the ballot directly in at least five states and all five states voted in favor of keeping abortion legal. 

Voters in Vermont voted to create a constitutional right to reproductive autonomy by more than three to one. California voted for something similar by two one and Michigan voted for one by 14 points. But even in Kentucky and Montana anti-abortion measures were defeated by five points. 

The Republicans would be wise to let the Democrats codify Roe during the lame duck session. Murkowski and Collins could provide 2 votes if Manchin and Sinema are still hold outs. (Sinema, at least, would be wise to changer her mind on the that point anyway.)

But I don't think the Republicans are ready to cut ties to their hardcore base just yet.

2. State Political Parties Matter.

Democrats got amazing results in places like Michigan. They won close senate races in EVERY presidential battleground that had a contest this time. But they also got clobbered in Florida, lost some important house races in New York and (to a lesser extent) in California. 

Ron DeSantis was expected to be re-elected governor of Florida. But no one had him winning by almost 20 points. There are three things that helped DeSantis here:

1. The FL Democratic Party is just not very good. 

2. FL had a major hurricane in late summer and the response to it was pretty well organized and competent. Voters remember that.

3. Some independent and moderately conservative Republican voters probably wanted to build up DeSantis as an alternative to Donald Trump.  (Trump v. DeSantis will be the subject of an upcoming post.)

Other governors with good ground games from both parties were rewarded with wins by larger than expected margins. This happened for Democrats in Wisconsin and Michigan and for Republicans in Georgia and New Hampshire. Worth noting that Wisconsin, Georgia and New Hampshire favored people from different parties to the senate and the governor's mansion. (Michigan did not have a senate race this year.)

One governor who did struggle a bit is Kathy Hochul in New York. It's worth noting that this is her first time running for Governor. The NYS Democratic party had a bad night. Hochul can expect to be governor for as long as she wants, but she will have to grow into the job a little bit and not let the narrative around crime dominate the discussion next time. But her bigger task is to reform the state Democratic party with an emphasis on getting the Cuomo holdouts to get on board and let go of what their boss did to himself. This will not be as easy as it should be. Control of the House of Representative just might depend on it.

It appears that the California Democratic party also underperformed in some House races. Two there and 2 in New York could have kept the House blue, but that was always a long shot. 

3. Americans Like Democracy. 

The most heart-warming story of election night is that election deniers lost in every secretary of state election across the country. Arizona, Michigan, Pennsylvania and Nevada were all in real peril of nominating someone who was very unlikely to certify the presidential election if a Democrat carried their state. The 2024 election will be far from perfect but it seems likely that every state will certify whatever candidate gets the most votes. And that makes all the difference.

4. Biden's Favorability Ratings are Deceptive.

The biggest reason that most pundits expected a Red Wave is that Joe Biden's job approval numbers have been underwater ever since he made the decision to withdraw American troops from Afghanistan.

The 538 average has him at 42 approval, 53 disapproval. That number should have meant disaster for Democrats. But they held their own. 

I think some people disapprove of Joe Biden simply because he is old. They wish he was younger and snappier at press conferences. They suspect he has lost a step. But it is equally true that they like his policies. And I suspect in 2024 they will prefer him to the alternative, but more on that later. 

II. What Does This Mean for 2024?

A. The Primaries.

The day after the election, two story lines sunk their hooks into the Zeitgeist: Biden was going to be the Democratic nominee (correct) and DeSantis was going to beat Trump for the GOP nomination. (unlikely).

1. Yes, Joe Biden will be the Democratic nominee, assuming he is still alive and well. He is really fucking good at politics. The institutional party has figured this out. Look at the job he just did in keeping the Senate and nearly holding the house.  

He end our longest war. He rallied the world to the cause of Ukraine. And our economy is better off than most of the world. Some of these things may change in time to hurt him in the general election, but they will not prevent him from sailing to the nomination. 

2. Ron DeSantis is the biggest threat to Trump in the Republican primary but he is a clear underdog. 

DeSantis can probably convince a whole bunch of rich people that he is Trumpism without Trump. They will write him large checks because most of those guys (and all of their wives) find Trump to be personally ridiculous. They also now know that he's not terribly popular with swing voters and has terrible political instincts. (The GOP might have won GA and PA senate seats if Trump didn't big foot on behalf of terrible candidates there.)

3. Beating Trump in the 2024 Primary is a Booby Prize. Does anyone think that Trump will graciously accept losing the nomination to DeSantis?  If so, you have not been paying attention for the past seven years. He will either try to mount a desperate third party campaign or merely discourage his followers from supporting whoever "stole" the nomination from him. 

If Ron DeSantis wants to be president, he should wait for 2028. He can serve out the rest of his term, nominally support Trump from the sidelines and then enter the presidential race to be held two months after he turns 50. He can be a rich ex-two term president before he is 60. So the real question is, is Ron DeSantis smart enough to know this or too anxious for his own good?  He has been awfully quiet since the election That's probably best for him. He can let Trump suck up some oxygen for a few months and decide in the spring. 

I suspect he is getting a lot of calls from people telling him to announce or else they will declare for some other candidate. That will have some influence. But most of the field are light weights. He's not going to lose to Nikki Haley or Rick Scott. The only thing he has to worry about is a large field of 10 or 12 candidates forming and allowing Trump to get the nomination by winning pluralities in the key states. 

4. Keep an eye on Brian Kemp of Georgia. He beat Stacey Abrams by eight points and got more than 200,000 more votes than Herschel Walker did in the senate race. He has a much more credible story to tell as a post-Trump candidate than Ron DeSantis will.  If I'm a Republican primary voter in 2024, I might just decide that any Republican can win Florida but Kemp is the best chance of picking up Georgia. 

B. The General Election. 

A lot can change in 100 weeks, but I expect the election will probably be won or lost in just four states:  Arizona, Georgia, Nevada and Wisconsin. Of course it's possible that either party could have a good or terrible campaign and the election will be a modest blowout. But we are still mostly working with a hybrid of the 2012 and 2016 maps.  

1. The Trump 2016 States. 

a. Florida, Iowa and Ohio have been pretty consistently Republican since then.  I think they are likely go Republican in a close 2024 election.

b. Pennsylvania and Michigan have been trending blue since then. I think they will probably go Democratic in a close 2024 election.

c. Wisconsin has been a swing state, including an incumbent Democratic governor and an incumbent Republican senator just a few weeks ago-both by close margins. It could go either way in a close 2024 election.

2. The Biden 2020 States.

Biden won back PA, MI & WI in 2020. He also hung on to NV and flipped Georgia and Arizona.

d. Georgia and Arizona are closely divided states. This year the Republican party squandered good opportunities in AZ-Gov, AZ-Ssen and GA-Sen by running terrible candidates. Brian Kemp trounced Stacy Adams in GA-Gov. And he will easily carry the state if he is the Republican nominee in 2024. But the state is moving leftward and will be competitive in 2024. (Kemp being on the ticket as vice-president would help the GOP too, but not by as much as him being at the top of the ticket.)  Arizona will be competitive in 2024 no matter who is on the respective tickets.

e. Nevada. 

Nevada elected a Republican governor this years but stayed blue in the senate. The Dems have won NV four straight times. But the margin in each of the last two presidential elections was 2.4%. This state will be competitive but because it only has six electoral votes, it is less likely to be decisive than the others.

3.  Electoral College Math. 

The picture at the top of this post is what I think the map will probably look like going into election night 2024. I give MI and PA to the Dems. FL, OH, IA & NC to the Republicans. The second congressional districts of Maine and Nebraska are both in play.

 Our starting point is Democrats 259, Republicans 234. To win, the Democrats will need:

1. Georgia (16 electoral votes) 

~or~

2. Arizona (11 EV).

~or~

3. Wisconsin (10 EV) plus Nevada (6 EV)

~or~

4. Wisconsin (10 EV)  plus NV-2 and/or ME-2. 

That's what a close election looks like. Joe Biden needs to string together 11 EV from the 45 EV available in competitive races. Here's my first crack of the probability of winning for various likely match-ups.

1. Biden beats Trump 80%.

2. Biden beats DeSantis 65%.

3. Biden beats Kemp 52%.

4. Harris beats Trump 55%.

5. DeSantis beats Harris 55%.

6. Kemp beats Harris 75%.

III. Predictions Report Card.

Allow me to be a little wonky and to review the predictions I made just before the midterms. Accountability and all-that.

First Prediction: The House Will Go Republican but By a Small Majority.

To be specific, I said the house would turn out 228R, 207D.  (Republicans gain 14 seats.)

It looks like the final result will be 222R, 213D. That's a gain of eight instead of 14. But I think I got the gist of it. 

I mostly avoided talking about specific house races, although this one will haunt me for a while: 

"Lauren Boebert had a couple close polls but she too is a heavy favorite." Oh, how I wish I was wrong about that. But it looks like she will pull out this race by about 500 votes. And her opponent will be swimming in money next time around.

For the record, I do expect Kevin McCarthy to be the next Speaker. A few hardliners are talking him down but I don't think they can convince a majority to rally behind some other nutter.

GRADE: B+

Second Prediction: Dems Will Keep the Senate-Barely.

To be specific, I said the Senat would be 50D, 49R, with GA going to a runoff.  

Here I did get specific on a few races. 

a. Arizona: Dems win. Kelly 51, Masters47. (Nailed it!)

b. Georgia goes to a runoff.  Let's call it Walker 49, Warnock 48. (Nearly nailed it. It wound up Warnock 49, Walker 48.)

c. Nevada: Cortez Masto 50, Laxalt 49, (Another virtual bullseye. The result was 49-48. I'll take it.)

d. Pennsylvania Fetterman 49.5, Oz 49.1. (Well I got the result right, but the margin was much larger than I expected, 51 to 46.)

e. Wisconsin   Johnson (R) 50.4, Barnes 48.6. (Actual result 50.5 to 49.5. So Barnes did about a point better than I expected.)

f.  Ohio.  Vance 51.4, Ryan 48.6.  (Actual result 53-47. So Vance did a couple points better than I expected but I wasn't too far off. And Ryan did well enough to drag a couple House seats over the line for the Democrats there. They were only supposed to get three or four seats. They got five.)

g.  North Carolina.  Budd 51, Beasley 47. (Actual result: Nailed it! Bullseye! Huzzah!)

h. New Hampshire.  Hassan 51.1, Bolduc 47.5 (Actual result, 54 to 44. My biggest miss in margin. I should have known Bolduc was going to do poorly but I still think of NH as vaguely right wing. The Boston Exurbs may have finally fixed this.) 

So I was Eight for Eight in Results. My Democratic margins were off by 0, -2, -4, -1, +3, 0, -6. That's an average bias of 1.25 points in favor of the GOP.  (Can't accuse me of Homerism this year.)

I was also right in saying that IA, CO & WA would not be as close as some polls suggested.

GRADE: A.

Third Prediction: Governor Races: Treading Water, But Look at the Margin.

a. "The incumbent or incumbent party will win in all seven of the biggest states-CA, TX, FL, NY, IL, PA and OH. Those polls showing Hochul in a tight race a week or two ago will be fodder for jokes."

(Actual Result- 7 for 7 although the Hochul polls don't seem quite so funny now. She won by six and the Dems underperformed down ballot in NYS.)

b.  Democrats gain Maryland and Massachusetts easily. They gain OK narrowly. They hold OR & WI very narrowly. (Actual Results: Four out of five ain't bad but I have to own up to missing OK big.)

c. Republicans gain Kansas and Nevada. They will also probably hold Arizona, which just might have dire consequences on a lot of fronts.

(Actual Results: Happy to say I was only one for three here. Holding on to Kansas was great news, and it makes up for the loss in OK. Nevada was close)

GRADE: B.