Showing posts with label polls. Show all posts
Showing posts with label polls. Show all posts

Monday, January 15, 2024

2024 Begins (Iowa Caucuses)

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

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

      Trump 53%

      Haley 21%

      DeSantis 20%

      Ramaswamy: 5%

      Hutchinson: 1%.


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

So what happens next?

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

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

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

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

This Other Thing.

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

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

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

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

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

Meanwhile....

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

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

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

The General.

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

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

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

This Shit Can Work.

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

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

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

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

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

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







Monday, October 19, 2020

A Fortnight's Sleep (The Road to 270, Take 14)

My first map of 2020.

Two weeks from tonight I will sit down at this desk and type out my final election prediction for 2020. Then I will go to bed and be hit with a wave of nervous anticipation that I have not felt since my last Santa Claus Christmas. 

For now, Joe Biden leads by nine or ten points. He has leads in the pivotal states and has a few routes to running up the score. Ohio and Georgia, two states that Biden does not need to win, are true coin-flips. 

There is only one debate remaining. Perhaps most importantly, President Trump seems to be incapable of changing his course. He lives in the Fox News Bubble and he seems determined to campaign there as well. The election is more likely to be ugly and scary than it is to be close.

But this project is a commitment, so I crunched the numbers again. There was some modest movement towards Donald Trump in some of the betting markets for individual states. But the polling data remains pretty stable. Biden's numbers improved slightly in Arizona  and North Carolina, but remained where they were last week in most other places.

 I.  The Taxonomy Down the Stretch.

Last week I introduced a new way of thinking about the election, dividing all of the remotely competitive states into six categories. I'll walk through each of those tiers here.  The chart this week includes changes from last week for the prediction market prices and the 538.com forecast. 

A. The Nightmare scenario: The States Biden Defends.

There is no sign that NH, MN or NV have become competitive in the polling data. Nate Silver has all three of these states trending towards Biden. It must be noted that the betting markets for these states have drifted slightly toward Trump.  I think that is mostly profit-taking. People sold their shares in the 80s to buy more competitive states in order to collect more on election night.  

B. The Tight Scenario: The Rust Belt Hillary Killer States.

Very little movement in these states. Trump got one good poll from a Republican pollster called Trafalgar that had him up by one.  The other polls this week had Biden winning by at least eight points.

Pennsylvania, Wisconsin and Nebraska-2nd congressional district are basically unchanged from last week.

There was some Trump movement in the prediction markets here, but less pronounced than in the long-shot states.

C. The Good Scenario: Sun Belt States.

Here is a certified quirk of October. Florida's in-person early voting began today. About 50 of the 67 counties released data on the party affiliation of ballots returned. It was just about a draw, with the Republicans netting about 4K votes. That margin was more than made up for in today's vote by mail numbers. Most importantly, Miami-Dade did not release numbers by party affiliation but will do so tomorrow.  Today, the betting markets moved to Trump by about seven points, based on this data. But I expect we will see a correction tomorrow when the Miami numbers are released. 

Arizona and North Carolina have both trended towards Biden this week, but not dramatically.

I still like Biden to run the table up to this point. That would get him up to 334 Electoral Votes.

D. The Great Scenario: The Map Expands.

Georgia and Ohio remain true toss-ups. For most of the week Nate favored Biden slightly in GA and Trump slightly in OH. But neither is more than a 52/48 proposition. We are expecting a high-quality New York Times poll of Ohio tomorrow. I expect it will be very close, and that is consistent with my overall theme-if Ohio is close, Joe Biden is winning the election.

I am starting to think of Ohio and Iowa as a 7-10 split for Biden. He probably can't win both so he might as well focus on winning one of them. With two competitive senate races, Georgia is the logical place to put more resources. To be sporting, I'm moving Georgia into Biden's column tonight. But it is a true coin toss.

Trump remains a modest favorite in Iowa.

E. The Dream Scenario: A Blue Texas

Fun little data point here. In both the Economist and FiveThirtyEight models, the most common EV total for Joe Biden is 413.  That means running the table in all of the above states plus adding Texas.

But don't get carried away. It's "the mode" but it only happens 3.8% of the time. There are a lot of combinations in a race that has 56 jurisdictions A lot has to go right for Biden to get to this point. I think it's unlikely. 

This week, Texas moved slightly to the left in the models and slightly to the right on Predictit.com. The fundamentals are this-Trump is the favorite but Biden doesn't need to win there.

F. The Blow Out Scenario.

Biden has remote shots of winning Alaska, South Carolina and Montana.  You can probably add Kansas to that list, but none of these states will decide the election and the movement this week was modestly towards Donald Trump. 

All margins and prices are for Biden/Democrat. Changes from last week are shown in parenthesis.)

StateElect Votes2016 MarginPredictit Price538 Margin538 %
New Hampshire40.37%77 (-3)10.3 (+1)87 (+3)
Nevada62.42%75 (-5)7.1 (None)88 (+1)
Minnesota61.51%75 (-5)8.6 (+0.2)92 (+1)
Michigan16-0.2269 (-7)8 (-3.9)92 (None)
Pennsylvania20-0.72%68 (-2)6.1 (-0.4)87 (None)
Wisconsin10-0.76%68 (-5)6.7 (+0.2)87 (+2)
Nebraska-21-2.00%N/a5.2 (+0.4)79 (+3)
Florida29-1.19%52 (-6)3.2 (-0.6)71 (None)
Arizona11-3.50%57 (+3)3.1 (+0.2)69 (+2)
North Carolina15-3.66%51 (-5)2.6 (+0.5)68 (+5)
Georgia16-5.10%41 (-2)-0.1 (+0.5)50 (+4)
Ohio18-8.07%37 (-5)-0.1 (-0.6)49(-4)
Iowa6-9.41%35 (-6)-1.2 (-0.3)43 (-2)
Maine-21-10.29%N/a0.4 (+1.1)52 (+5)
Texas38-8.98%27 (-3)-2.6 (+0.6)33 (+2)
Alaska3-14.73%17 (-3)-6.9 (-0.1)22 (-1)
South Carolina3-14.27%11 (-5)-7.9 (-1.2)11 (-5)
Montana3-20.23%10 (-3)-9.9 (+0.4)11 (None)


II. The Forecasts
.

1. FiveThirtyEight. Biden is at 88 percent, up slightly from 87 percent a week ago. 

2. The Economist. The most aggressive forecast in the field inches up again-moving Biden up to 92% from 91% a week ago. He seems to be determined to stay one step ahead of Nate Silver so he can yell "First!" when the networks call Florida or Pennsylvania on Election Night. His tally right now is Biden 350, Trump 188, which means that like me he moved Georgia into Biden's column this week. 

3. Sabato Crystal Ball. Biden 290, Trump 163, Toss-up 85. No changes from last week. 

4. 270toWin. Biden 290, Trump 163. Toss-up 85.  No changes from last week.

I think Sabato and 270 are both being too conservative with their toss-ups. Biden leads in FL and NC. Trump leads in IA. OH and GA are the only true toss-ups at the moment.

5. JHK Forecasts. Biden 88.3%, up slightly from 87.7%  They have Biden slightly favored in Georgia and Iowa with Ohio as close to a dead-heat as possible. They give Trump the edge there, 50.1% to 49.9%. That makes 357 Biden, 181 Trump. 

They are a little bullish on Biden in Texas, with him winning there 38.8% of the time. 

6. Plural Vote. Biden has a 73.1% chance of of winning, down slightly from 74% last week.

But they have Biden 332, Trump 206, which is up from 323 to 215 last week.  And they are even more bullish on Texas, giving Biden a 44% chance of winning there.

Right now this forecast feels the shakiest. They give Biden the lowest chance of winning the election but the best chance of achieving a blowout. 

7. Betting Markets. Predictit.com gives Biden 61.9%, up slightly from last week's 61.1%. That is consistent with other betting markets, that give Biden a slightly better than 3 to 2 chance of winning.

There was state-level movement toward Trump this week but that hasn't moved the big board. It also didn't change any states in their overall forecast, which remains Biden 334, Trump 204.

8. Spider Stumbled.

I remain confident but the state-level betting markets have me slightly more concerned than I was the last two weeks. I will move Biden from 91% down to 89%.  He was at 91% two weeks in a row.

He didn't have a bad polling week, but he did have a stable polling week, after several consecutive weeks of gains. 

But I do move Georgia into his column-by an inch.  That leaves my official prediction at Biden 351, Trump 187. 

And as I started last week, I will take a crack at the popular vote totals again. 

Biden 52.36%  (-0.19)

Trump 45.02%  (+0.17)

Jorgenson (Libertarian) 1.76%  (+0.1)

Hawkins (Green Party) 0.65%

Others: 0.2%  (+0.1)

Looking at all of the date-polls, forecasts, betting markets, there is simply no reason to doubt that Joe Biden remains on a path to 270 and beyond.  We got this week and then next week. Then it will be Monday. Then it will be game day.

Keep the faith.