Showing posts with label Michigan. Show all posts
Showing posts with label Michigan. Show all posts

Tuesday, October 29, 2024

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

 In 2020 I updated my forecast sixteen times. This is just my fifth in 2024 and I don't expect to do another one. 

1. The State of the Race.

The race is too close to call. Extremely so.

There are only seven states that are being contested. The polls in all seven states are well within the margin of error. The most likely outcome is that one of the two candidates will sweep all seven. There are 128 permutations of the seven swing states. According to Nate silver, there is a 25% chance that Trump will win all seven and a 15% chance that Harris will win all seven.

In this situation, complicated electoral college map is pretty useless. Flip a coin seven times and you'll be in as full command of the facts as any pollster or pundit. So I'm not going to do that today. I'm going to talk about why this race could go either way.

2. Reasons for Trump to be Optimistic.

a. The American people have not disqualified him. By now I expected enough people to have ruled out voting for for more years of that amoral aspiring tyrant. I thought he would be stuck around 45 or 46 in the polls. He isn't. He's mostly between 47 and 49.  He probably wins at 49. He probably loses at 48 and will lose at 47.  It's that close.

b. The forecasts and betting markets have shifted towards him in the past few weeks. The FiveThirtyEight.com model gives Trump a 53.9% chance of winning. Nate Silver gives him a 54.4% chance of winning. 

The betting markets now lean in Trump's direction slightly more. Predictit has him as a four to three favorite. Polymarket is about 2 to 1 in his favor, although some of that is due to some distortion by Crypto Bros who want to shape the narrative that Trump is inevitible.

c. He is eager to cheat and a lot of his party is willing to go along with that. Whatever dirty trick they can pull, it shall be pulled. Trump has long assumed that this race will be won or lost in the courts because he has convinced himself that the courts cheated him out of victory in 2020. (They didn't. He's an idiot.)


3. Reasons for Harris to be Optimistic.

a. Women hate Donald Trump. The world has been unkind to incumbent parties since COVID-19. But the United States has one issue that makes our election different. Donald Trump appointed three justices to the Supreme Court and they all voted to give states the authority to criminalize abortion. Red states have not been shy about exercising that authority. Women have noticed.

b. Kamala Harris is more popular than Hillary Clinton was in 2016. Hillary was less hated than Trump in 2016 but they were both unpopular. Harris's personal approval ratings are roughly neutral. Trump is still unpopular generally.

c. The Democrats have raised more money and have a much better ground operation than Team Trump. 

d. Trump's age is really showing. He is tired and he rambles even more than he did in his previous runs. He is old and the people have noticed. I think in the end, this will make the difference.

4. Things to Ignore.

People are naturally trying to divine the meaning of early voting patterns. There are some theories that bolster Trump (especially in Nevada) and others that bolster Harris (especially with gender differences and the numbers in Pennsylvania).  But I am going to hold off on putting too much stock in any of that because 2020 was such an outlier for early and mail voting. Four years ago we were in a pandemic. One campaign acknowledged that and the other actively discouraged people from voting before election day.  The situation is different now. The overall numbers will be lower but I don't think they will be as lopsided in favor Democrats either.

5. My Updated Forecast.

This race is going to be very close. For the past few weeks Trump seemed to have a slight bit of momentum behind him. I think that has petered out. In the home stretch he looks tired and frail.

Harris has run a good campaign. I don't think she's a great retail politician but she has run well. She's done the appropriate mix of interviews, rallies and advertising. She's focused on the right issues and I think she is more likely to close this deal than not.

With one week to go, I think this is where the probabilities of each swing state stand:

1. Michigan (Harris 67%)

2. Wisconsin (Harris 60%)

3. Nevada (Harris 55%)

4. Pennsylvania (Harris 53%)

5. North Carolina (Trump 51%)

6. Georgia (Trump 55%)

7. Arizona (Trump 60%)

But there are 128 permutations for how 7 coin flips can go. Next week all 128 are possible. This is the one I find most likely:












Saturday, August 10, 2024

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*. 


Saturday, June 22, 2024

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%






.

Monday, February 26, 2024

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%.





 

Monday, October 12, 2020

Today We Synthesize (The Road to 270, Take 13)

 Joe Biden is winning by ten points. Some polls say nine, some say 12. It averages out to right about ten. There are three weeks and one day to go until the election. In the history of modern polling, the biggest swing  during the last three weeks was seven points, which happened in 1980 and again in 1992. Both of those large swings related to the polling of a major third party candidate.

At this point in 1980 Ronald Reagan led incumbent Jimmy Carter by just three points. Then he performed well in his only debate with President Carter. Support for John Anderson, a moderate Republican member of  congress collapsed after the debate and Reagan won by ten. 

At this point in 1992, Bill Clinton led incumbent president George H.W. Bush by about 12 points. On election night, he won handily. But Ross Perot far exceeded expectations, taking 19 percent of the vote. Clinton won the popular vote by just five points, but cruised in the Electoral College, 370 to 168.

No such cavalry is coming for Donald Trump.  Joe Biden is now getting over 50 percent in most national polls. He has polled as high as 55 percent in an ABC/Washington Post poll a few days ago. Third party candidates are lucky to break one percent each or three percent in the aggregate. They will probably get some of the undecided voters, but not enough to dramatically move the popular vote.

Donald Trump is unpopular, incompetent and corrupt. He continues to mismanage a raging pandemic and refuses to make it better by unambiguously encouraging people to wear a mask. Even three nights in a hospital could not convince him to take this seriously.

Polls, forecasts and the betting markets moved toward Biden after the first debate and after the Vice-presidential debate. The second debate has been cancelled and the third debate is in doubt. Ten million people have already voted and there are lots of indications that while the Biden campaign is flush with cash, the Trump team is taking down ads in what should have been swing states. A week from now we might know that Trump's . The election is not over but we are in the eight inning, he is down by several runs and the lengthening shadows will only make it harder for him to hit.

Still, ten or 12 percent is not zero. Let's look at where things stand and where they might move in the coming weeks. We do things in tiers on this web site, so I have created a handy color-coded guide to understand how the race might move.  We'll start with the worst scenarios and move on to happier times.

Note: All prices/margins are for Biden/Democrat.

StateElect Votes2016 MarginPredictit Price538 Margin538 %
New Hampshire40.37%809.384
Nevada62.42%807.187
Minnesota61.51%808.491
Michigan16-0.227611.991
Pennsylvania20-0.72%706.587
Wisconsin10-0.76%736.585
Nebraska-21-2.00%N/a4.876
Florida29-1.19%583.872
Arizona11-3.50%542.967
North Carolina15-3.66%562.163
Georgia16-5.10%43-0.646
Ohio18-8.07%420.553
Iowa6-9.41%41-0.945
Maine-21-10.29%N/a-0.747
Texas38-8.98%30-3.231
Alaska3-14.73%20-6.823
South Carolina3-14.27%16-6.716
Montana3-20.23%13-10.311


I.  The Taxonomy Down the Stretch
.

A. The Nightmare scenario: Biden Plays Defense.

It used to be an axiom of presidential politics that the incumbent could lose close or lose big, but they only won big. In the 20th century only Woodrow Wilson was re-elected in a closer election than his first. George Bush won two very narrow victories and Barack Obama won fewer electoral votes (332) in 2012 than he did in 2008 (365). And it is safe to rule out a Trump landslide. Nate Silver still gives him a 13 percent chance of winning but only about a five percent chance of winning all of his 2016 states and adding more.

The polls and the markets agree that Biden doesn't have much to worry about in the states that Hillary Clinton won last time. But if things shift toward Trump for some godforsaken reason, he could try to win New Hampshire, Minnesota or Nevada. 

B. The Tight Scenario: The Rust Belt Is Close.

We all remember how angry we were at Michigan, Pennsylvania and Wisconsin in 2016. If the election was going to be close this time, this is where the most intense campaigning was going to happen. And no one will relax until these states are called for Biden on November 3rd but right now it looks like he will win all of them. And that would be enough for Biden to win the election with 279 electoral votes or 280 if he also adds Nebraska's second congressional district.

C. The Good Scenario: Sun Belt States.

The Rust Belt is likely to be the tipping point for the election outcome but the sun belt might decide whether it was a close election or a comfortable one. I am personally most confident in flipping Arizona, but the data suggests that Florida will be a better state for Biden. And if he's cruising there, he probably adds North Carolina too. 

This gets Biden up to 335. If I had to place a bet today, this is where I think the election ends up.

D. The Great Scenario: The Map Expands.

Ohio and Iowa were the Obama states that swung towards Trump by such a large margin that they were not competitive by the end. I still favor Trump in both of them, but the polls do suggest they will be close. At the moment, Nate thinks Biden will win Ohio by a  half point and lose Iowa by less than a point.

Biden's best chance of carrying a state that Obama never won is Georgia. Nate Silver rates it a toss-up with Trump winning 54% of the time in his simulations.  

These three states will determine if the election is perceived as close or not. If Biden sweeps them, some will call it a landslide. If Iowa and Ohio return to the fold, Biden will have recreated the Obama coalition, save Mike Pence's Indiana. Replacing it with Indiana would be quite the feat.

E. The Dream Scenario: A Blue Texas

I still have a hard time believing it, but Texas is in play. Nate favors Trump by about three points. He gives Biden a 31% chance of winning-a higher number than he gave Trump winning the White House last time. There is also a semi-competitive senate race and Biden is spending money there. 

F. The Blow Out Scenario.

There is a huge gap between Texas and the next most competitive state. The next state up for Biden in 538's forecast is South Carolina. But Biden only has a 16% chance of winning there. Betting markets and the JHK forecast give it very similar numbers. I doubt this will happen, but we'll keep an eye on it for now.

Alaska has comparable numbers, but it is historically much tougher to poll than the lower 48. 

My choice for a dark horse continues to be Montana. Nate only gives Biden an 11% chance there but I have this hunch. (Full disclosure-the hunch is that MT will be close, not that Biden will win.)

II. The Forecasts.

1. FiveThirtyEight. Biden is at 87 percent, up from 81 percent a week ago. Moreover, Nate is on Twitter explaining that his forecast assumes the race will tighten but the day to day events on the trail are undermining that assumption. Put differently, Trump is blowing his escape routes, one after another. This week he pissed off Dr. Fauci and tonight he went back on the campaign trail to host a crowded rally despite still being positive for COVID-19.

2. The Economist. The most aggressive forecast in the field inches up again-moving Biden up to 91% from 90% a week ago. No states moved this week, so he is still with me in forecasting a 334-204 result. 

3. Sabato Crystal Ball. Biden 290, Trump 248. This week he moved Arizona from toss-up to lean Biden. His forecast is always cautious and he still has five states as toss-ups. 

4. 270toWin. Biden 290, Trump 248.  Moves Arizona and NE-2 from toss-up to lean Biden.

5. JHK Forecasts. Biden 87.7%, up from 83.9%  They also have Biden slightly favored in Iowa, Georgia and Ohio. If he were to sweep those states, the final tally would be Biden 375, Trump 164. But Biden is not more than a 55% chance to win in any of the those three states, so it might be closer than that. 

6. Plural Vote. Biden 74% of winning, Biden 323, Trump 135.  They have Trump slightly favored in Arizona.)  I'm starting to think he gives too much weight to internet search data, but maybe he is on to something.

7. Betting Markets. Predictit.com gives Biden 61.1%, up slightly from last week's 61.5%. The other markets, which do not cap the amount you can bet on a race favor Biden by roughly two to one.  I expect that number to stay stable for the next week or so, but to shift in the last two weeks as Trump runs out of time to close the gap.

8. SpiderStumbled.

I leave Biden where I had him last week-91%. The only change I made in specific contests is to move Maine-2nd from Trump to Biden. That puts my best guess at 335 to 203.

For these last few weeks, I will also put in a guess at where the popular vote lands, so here we go, my best guess:

Biden 52.55%

Trump 44.85%

Jorgenson (Libertarian) 1.75%

Hawkins (Green Party) 0.65%

Others: 0.1%

Looking at all of the date-polls, forecasts, betting markets, there is simply no reason to doubt that Joe Biden is on a path to 270 and beyond.  Just try to keep calm for the 22 short days between now and then.







 

Sunday, March 8, 2020

Four Tuesdays in March (Democratic Horse Race, Take 15)

Seven days ago, Bernie Sanders was a two-to-one betting favorite to be the Democratic nominee.  As I type these words today, Joe Biden is a roughly seven to one favorite.  So yes, a lot happened.

First, the scale of Biden's South Carolina victory came into focus. That caused Pete Buttigieg and Amy Klobuchar drop out of the race and endorse Vice-President Biden. Beto O'Rourke got in on the game too at a rally in Dallas.

Then we started to get results from the Super Tuesday states and Joe Biden started to win in places that he had barely campaigned and had almost no physical presence. He won throughout the south, but also in Maine, Massachussetts and Minnesota.  He even took five delegates from Bernie in Vermont.

When all of the Super Tuesday votes are counted, Joe Biden probably be ahead of Bernie Sanders by about 70 delegates. A week before it looked likely that he would trail by at least 100.

I. The Kim Wexler Effect.

Before getting into the remainder of this race, I want to say a word about two candidates who left the races since my last post- Senators Amy Klobuchar and Elizabeth Warren.

When Barack Obama became my president, my friend bought one of those placemats that has all the presidents on it.  He showed it to his three year old daughter, going through all 45 pictures and telling her a little bit about who they were.  He was curious whether she would remark on the fact that only the new guy was black.  When they were done, she asked her dad two questions 1. Why were they all boys? 2.  Why were so many named James?

As of Thursday, we know that they will continue being all boys for at least one more cycle. The earliest that can be remedied is 2024.  She will be old enough to vote in that one. For the moment, it seems likely that she will not have to vote for a James.

Warren's departure has prompted a lot of hand-wringing and genuine lamentation that this was not the year to elect a woman.  One particular piece by Matthew Yglesias got a lot of traction in my social circle.  The premise is that educated liberals are much more likely to support a woman president than any other demographic.  That's a frustrating idea, but it's hard to deny.  There are multiple factors behind this, including the fact that Hillary's loss in 2016 has scared a lot of people into thinking that the country is not ready to elect a woman. At the risk of being reductive, I have to say that I agree this far-the white working class is not ready to vote for a woman.  For some reason, women who come from that demographic seem to lose their street credibility along the way to accumulating the bona fides to run for president.

There was a story line on this week's episode of Better Call Saul that illustrates the dynamic pretty well. In the first part of the episode Kim Wexler is excitedly spending a day working with her pro bono clients in several criminal cases but has to leave those duties to an associate when she gets called away by her primary client, Mesa Verde Bank. She then has to drive out to the sticks and "negotiate" with a squatter who has built a home on land that belongs to the bank.  All of his neighbors have been bought off, but he will not budge.

The squatter is about 70 years old and if the story were not set in 2006, very well might have been wearing a Make America Great Again hat.  Kim attempts to be empathetic and to offer him more money than he is legally entitled to receive. She is polite and dignified, even as it becomes obvious that this older man is unimpressed by her offer. He tells her off, saying that she is the kind of hypocrite who spends one day a year at a soup kitchen to feel better about spending her working days screwing over the little guy. He describes how the bank sent her out to be "the big gun...with a pony tail."

 Eventually, she snaps and tells the guy he has 24 hours to accept a less generous deal or get nothing. As she storms off, her boss praises her for ending the confrontation.  On the drive back into town, Kim pulls over the car and takes stock of what just happened. When we see her next, night has fallen and she is back knocking on the guy's front door. When he answers, she shows him real estate listings that she found. These are homes he can afford with his buyout money. Nice homes. Homes with ameneties like nice views.  She even offers to pay for his movers and to take a day off from work to help herself.

He is still unimpressed.  She explains that she can't relate to what she is going through, because she has never owned a home. As a child, she had to move in the middle of the night, one step ahead of the sheriff and the landlord. We in the audience know she is telling the truth, because we have been learning her story over the course of five seasons.

He responds by telling her that she is willing to say anything to get what she wants.  He goes back inside, turning his back on the one person who was willing and able to help him. The audience knows that Kim sacrificed hours of her time trying to help him because she cared. But to him, she's just a pretty blonde with an educated vocabulary, expensive shoes, and a great skincare regime.

Joe Biden, Bernie Sanders and Elizabeth Warren all grew up in the working class. Voters see this in Brooklyn Bernie even though noone quite seems to know what he did for a living in his 20s and 30s.  As for Scranton Joe, he just exudes the mores and culture of a car salesman's son. 

But to thos same voters, Elizabeth Warren will always be the Harvard prof who probably benefitted from identifying as a Native American based on negligible ancestry that never affected her day to day life. Bernie can own three houses and Biden can be famous for 40 years, but they are still of the working class.  Betsy Herring of  Oklahoma City, is just Professor Warren from Harvard.

No matter how much she pledge to work for the working man and woman, they never got comfortable with her. She didn't make the sale. And I'm not sure she ever could have. She finished third in the state she represents in the senate and fourth in the state of her birth.

As for Klobuchar, her failures are more specific. She never connected with black or brown voters. As each debate went by, I wanted her to find a specific believable reason she could give for why minority voters should choose her from among the many realistic options they had before them. It did not happen.  A strong third place finish in New Hampshire gave me hope, but she dropped like a rock in Nevada and South Carolina.  Her smartest move was to get out when she did and to deliver her home state for Joe Biden. Klobuchar competed against Warren in four states. The each got just over 100,000 votes.  Neither will be president this time, although Klobuchar remains a plausible option for Biden' running mate.

For a variety of geographic and pragmatic reasons, Warren is not that. Third place is not much consolation. But having run a good and honest campaign built on specific policy ideas and committed to inclusion and helping people from backgrounds like her own should be. Even if too many of those people never appreciate what she tried to do.


II.  The Horse Race.

1. The Front Runner-Joe Biden

The day before Super Tuesday, Biden was favored to win six of the 14 states. He won ten. And the party has continued to coalesce behind him in the days since then. He has weaknesses, but the people of South Carolina chose him so resoundingly that Buttigieg and Klobuchar knew it was time to get out.

He is popular and decent. The institutional party likes him and he is riding a wave of goodwill that is rarely seen in politics. His weaknesses are well documented and a lot can wrong in eight months. But after the next few weeks, he will probably be on track to win the nomination with a couple hundred delegates to spare.

2. The Stubborn Independent- Bernie Sanders.

A week ago Bernie had good reason to expect that he would win a fractured primary to emerge with a clear plurality of delegates. An out right majority was possible, if things fell into place. But then the party came together and turned out in large numbers for Biden.

Bernie staked his candidacy on a very specific theory-he is a strong candidate because he can turn out voters who did not turn out in 2016. He claimed that he would motivate large numbers of young people to vote.  We've now had 18 states test that theory and there is no evidence to support it.

So far, Bernie does not appear to have a plan B. He has not shifted his message to the center and he not hired anyone from the exiting centrist campaigns or gotten the support of Elizbeth Warren.

He does not seem capable of strategic change. And the delegate math looks brutal for him. Super Tuesday was his chance to run up the score.  The coming Tuesdays will deliver blowouts in Florida and Mississippi and likely losses in Illinois and Ohio.  It does not look good.

3. Tulsi Gabbard is still running for some fucking reason. She has two delegates. I hope they are friends, because it will save them some hotel money in Milwaukee this summer.


III. When Will This End?

1. The Rest of March

Six states vote on March 10th.  Bernie is the betting underdog in all six. Idaho and Washington might be close, and a win in either of those states would at least let him claim to be winning the western states. But if he really wants to make the race competitive, he needs to win Michigan, which was the site of his biggest upset victory in 2016. 

Bernie is sure to get crushed in Michigan and Mississippi, so even if he holds his own in MI and overperforms out west, Biden's delegate lead will probably grow.

Bernie claims to be more popular than Biden in the states that the Democrats need to win in November. Michigan will be his best chance to test that theory. It des not look promising at the moment.

If he doesn't win Michigan, he won't really have a plausible path forward to a delegate majority. But he will keep fighting, because Bernie is about building a left wing movement in America and he's not going to let something as silly and capitalist as math get in the way of that.  (He will also have, theoretically a shot at a plurality, so okay, fight on.)

After those six states vote, there is a debate scheduled for March 15th. Bernie will be on the attack and Biden is vulnerable to a bad night. But  March 17th is where it gets really ugly for Bernie.  He will lose Ohio and Arizona and get hammered in Florida. I suspect Bernie will focus on Illinois and hope for a win in a big state. It could revive his candidacy, at least for awhile.

But then we get to the 4th and final Tuesday of the month-March 24th. Only one state votes that day, but it is Georgia. Unless something really radical changes in the race in the next 16 days, Biden will cruise to another blowout and the delegate math will start to look really hairy for Bernie.

2. COVID-19.

In the days leading up to Super Tuesday a friend who supports Bernie told me that the Corona Virus could hurt Biden, as it will sour people on the status quo.  That day may well come. But my operating theory is that for now, the virus makes people want stability.  If it gets really, really bad, then they might want to burn the system down.

Tomorrow is Monday March 9th. It looks like the stock markets will take a blood bath in the morning. Maybe more bad news will come tomorrow and it will shake up the race enough to give Bernie life.  But a more likely outcome is that people will turn out on Tuesday so that the Democrats can put this fight behind them and begin to face the Orange Menace.


I do not expect Bernie stop campaigning until all of the primaries have been held. As in 2016, he will  slowly realize that the nomination is not to be his, but he will keep building his "movement." The best result fo the Democrats is that the rest of March becomes so bad for Bernie hat he looks ridiculous campaigning in the spring.

Not that that will stop him either.

IV. The Final (?) Power Rankings.

1. Joe Biden (Up from 2)
2. Bernie Sanders (Up from 4 thanks to Klobuchar and Warren leaving the race.)
3. Tulsi "DFL" Gabbard.

Pour some out for Liz and Amy.  If anyone wants to borrow my copy of Under the Dome, let me know.
















Wednesday, January 1, 2020

The Road to 270 (2020 General Election Prediction, Take One)

This is the year that Americans will decide whether Donald Trump gets a second term.  At this moment, he is a very slight betting underdog.   Prediction markets have it at about 51/49. That's not just within the margin of error. It is a true toss up, with 307 days to go.

I. The Fundamentals.
This election is hard to handicap because the incumbent has unconventional strengths and historic weaknesses. For example, Donald Trump is generally unpopular. His current approval rating is about 43 percent.  At an equivalent point in their presidencies, Barack Obama was at 45%. George W. Bush and Bill Clinton were in the 50s. But the economic news is more good than bad.  Growth has slowed but the job market is solid and the stock market is performing well. It is possible that Trump's tariffs cost him a lot of votes in agricultural states but if the job market stays strong into the spring, then the economy will probably be a net benefit to him.

II. The Variables.

A lot can happen in 44 weeks.

1.  Impeachment. It seems now that Impeachment will not result in removal from office. But it's also possible that more direct evidence of Trump's corrupt actions in Ukraine. That will hurt his polling, even if he gets a brief bump from his likely acquittal by the senate.

2.  Foreign policy.  Both Iran and North Korea have ramped up their agitation of Trump in recent weeks.  North Korea has been dangling the possibility of new weapons testing. Iranian back militias have escalated their activity in Iraq. Trump responded with missile attacks on targets in Iraq. This was done over the objection of the Iraq government and resulted in massive protests at the American embassy in Baghdad.

Anything from a full  on war with Iran to a withdrawal of all American troops from the region are possible. I say this because the person making these decisions is a reckless imbecile. If he thinks either of these options will help him win a second term, he will not hesitate to do either.  The best hope for the world is for Donald Trump to believe that relative peace is in his own best interest. Fingers crossed.

3. The Democratic Nomination.There are two ways to read the polls so far. One is that the experienced popular moderate, Joe Biden has maintained first place over many months because he is well, experienced popular and moderate.  The other way to look at is that Elizabeth Warren and Bernie Sanders are both quite progressive candidates and their combined support is roughly equal to Biden's. If one of them emerges as the lefty challenger to Biden, then the race will be close.

III. The Forecast.

For our purposes, I will start the forecast assuming the Democratic nomination is a "Generic Democrat."  My central thesis is that Trump won in 2016 because he turned out a lot of new and inconsistent voters.  He was helped in this task by the fact that his opponent was very unpopular.

We start with the 2016 electoral map.  Trump won 306 votes, Hillary 232.  I believe that a generic Democrat should win back Pennsylvania (20 votes) and Michigan (16).  That leave us with Democrat 268, two shy of enough to win.

If the race were held today, then the next president would be the candidate who wins Wisconsin. Wisconsin may be the new Florida.  They did elect a Democratic governor in the blue wave of 2018, but just barely.

So here is my official 2020 electoral map:



So the official prediction is a punt.  To be specific: Generic Democrat 268, Trump 260, Toss-up 10.
If Donald Trump wins Wisconsin, the Democrat will need to pull an upset somewhere else. Here are a few possibilities:

1. North Carolina
2. Arizona
3. Georgia
4. Nebraska 2nd Congressional District plus Maine's 2nd congressional district.

Any of these is possible but none are likely.  The Democratic nominee will also need to defend Minnesota, New Hampshire, Nevada and Virginia.

IV.  The Opponents.
As the nomination contests get under way, voters will be mindful of who can win the election.  Here is how I would adjust the map if I knew that the nominee would be each of these people.

a Biden 278, Trump 234, Toss-up 26.

I think Biden would hold all of the Generic Democratic states and add WI.  I would also move AZ and NC to too close to call.

b. Sanders 255, Trump 260, Toss-up 23.

I think Sanders would hold most of the Generic Democratic states, and he might win Wisconsin. But I don't really like him as a candidate in Virginia, so I move that to close-up.

c.  Warren  248, Trump 260, Toss-up 30.
I think Warren will have a hard time in Pennsylvania, so I move it to toss-up. She might also struggle in Virginia, but I favor her slightly there.

d.  Buttigieg  262, Trump 270, Toss-up 6.
I think Buttigieg will lose Wisconsin. And I don't think he can pull an upset in AZ, GA or NC.  I also move NV to toss-up.

e.  Bloomberg 219, Trump 303, Toss-up 16.
People do not understand how unpopular President Bloomberg would be in gun states. I think Trump wins Wisconsin, Pennsylvania and Virginia. Michigan would be close.

f. Klobuchar 279, Trump 248, Toss-up 11.
I think she wins Wisconsin and Nebraska's 2nd congressional district. Arizona would be a toss-up.