Sunday, June 28, 2020

The Road to 538-Just for Fun

Not much has happened in the past week. Biden retains a large lead and Trump continues to shoot himself in the foot with incompetence and unforced errors.  Biden is not making any waves, which is starting to frustrate the Republicans.


There has been some speculation about Biden's running mate but there is no time table for announcement. I think there are four contenders left.  This is how I rank their chances.


Kamala Harris50%
Val Demmings20%
Susan Rice18%
Tammy Duckworth8%
The Field4%

I leave a few percentage points for the field, because crazier things have happened. But he doesn't really need to pick a long shot so I suspect his short list is indeed short. Ambassador Rice is still my personal favorite, but I know her lack of electoral political experience is a big handicap.

The other forecasts continue to be bullish on Biden. Nate Silver has not released a forecast but JHK forecasts now have Biden as the favorite in contests worth 356 points.  (Both Iowa and Georgia are extremely close but Biden has tiny edges in both. He's also gaining traction in Ohio.)

So it might be time to start imagining a blowout. I know that's cocky but with 18 weeks to go, why not have a little fun.  And in that spirit, I'm going to rank all 56 electoral college contests in order of Biden's likelihood of winning.


JurisdictionElectoral VotesRunning TallyMilestone
DC33
Delaware36
New York2935
California5590
Hawaii494
Vermont397
Massachusetts11108
Connecticut7115
Maryland10125
Illinois20145
New Jersey14159
Washington12171
Oregon7178
Rhode Island4182
Virginia13195
Colorado9204
New Mexico5209
Maine 1st CD1210
Maine2212
Minnesota10222
Nevada6228
New Hampshire4232The Hillary States
Michigan16248
Pennsylvania20268
Wisconsin10278The Tipping Point
Arizona11289
Florida29318
North Carolina15333
Nebraska 2nd Cd1334My Best Guess of Final Result
Iowa6340
Georgia16356
Ohio18374
Maine 2nd CD1375
Texas38413
Montana3416
South Carolina9425Not Going to Happen
Missouri10435
Indiana11446
Alaska3449
Mississippi6455
Kansas6461
Nebraska2463
Nebraska 3rd CD1464
Nebraska 1st CD1465
Tennessee11476
Louisiana8484
South Dakota3487
Utah6493
Alabama9502
Kentucky8510
Oklahoma7517
Arkansas6523
Idaho4527
North Dakota3530
Wyoming3533
West Virginia5538

Saturday, June 13, 2020

The Road to 270, Take 4 (The Veep Short List and a Taxonomy of Competitive States)

It's been less than a week since I update my election forecast and I will not make any changes today. My prediction stands at Biden 334, Trump 204.  I am writing today to discuss a range of scenarios and who certain states might determine the outcome or the magnitude of the outcome.  I will also write a little bit about Biden's Vice-Presidential options because yesterday someone leaked his short list of six contenders.

I.  The Veep Shortlist.

Yesterday someone leaked to the Associated Press that Joe Biden was beginning a second round of vetting for six potential running mates.  Here is the list ranked by my perception of how likely they are to be the running mate:

1. Senator Kamala Harris  (1st on my previous ranking).  He likes her and I don't think she completely alienates anyone important. She is the safest pick on this short list and I think Biden is a fundamentally safe kind of guy.  I'd say she's got a 50% of being the pick.

2. Ambassador Susan Rice  (5th on my previous ranking).  I think that if he could pick anyone without regard to politics, he would pick her. But she's never ran in an election and she comes with some baked-in right wing talking points about Benghazi.  But I think she is the best potential president on this list. And I know that means a lot to Biden. I sure hope it does anyway.  I'm going to say she's got a 25% chance.

Fun Fact: Her son was recently the president of the college Republicans at Stanford University.

3. Representative Val Demings. (2nd on my previous ranking)  I think that Biden knows the policing issue is on his side right now but that the Republicans will try to present him as an enemy of the police. Having a career police officer on the ticket is a pretty good shield there. And she's from Florida. She's never held statewide office but her district is pretty competitive and every vote counts in Florida. I'll give her a 15% chance.


If you're good at math you know that the remaining ladies are long shots.

4. Governor Michele Lujan Grisham (Unranked)   I don't know why I left her off the last list. She's a perfectly plausible candidate from a state that might be competitive.  But she hasn't been a governor for very long, so I think she's a long shot.  I'll give her a 5% chance.

5. Mayor Keisha Lance Bottom (7th on my previous ranking).  Events can happen pretty quickly. She defused the threat of violence during the first round of protests pretty well. Then last night two Atlanta police shot and killed a man in the back as he ran away after a physical confrontation with them.  Police were called to the scene because of a report that someone was asleep in a car parked in the Wendy's parking lot.

None of this is her fault but my point is that Atlanta is a volatile situation and her resume is thing to begin with. I don't like her chances.  I'll give her a 2% chance.

6. Senator Elizabeth Warren (9th on my previous ranking)  I do not think that Biden has to pick a woman of color. But if this short list is accurate picking the only white woman on it is...impolitic.

She also has 3 big strikes against her-she is old, she is from an extremely safe state and she would either cost him a senate seat or force the Democratic legislature to pass a law just to accommodate her ambition. Again...impolitic.

She does have a lot of supporters. But I think her supporters are going to be reliable Biden votes on November third anyway. More importantly, at her age, her time is better spent getting stuff done in the senate than waiting for Joe Biden to die. I give her a 2% chance.


For those of you who are really good at math-I have left 1% of wiggle room. If this second round of vetting raises problems for one of the contenders, I think Biden might give a second look to Tammy Baldwin, Tammy Duckworth or Gretchen Whitmer.

II. The Electoral College Taxonomy.


A. The Safe States.

Biden does not need to worry about:  Washington DC, Delaware, Hawaii, California, Massachusetts, Maryland, Vermont, New York, Illinois, Washington, Rhode Island, Connecticut, Oregon, New Jersey, or New Mexico.  Colorado, Virginia and New Mexico would only become competitive in a scenario where Biden is losing badly.  Add those states up and Biden starts with 209 Electoral Votes. 

B.  A Little Defense.

The good thing about losing most of the close states is you don't have play much defense in the next cycle. There are only 4 states that Hillary Clinton won that Joe Biden will have to campaign in:

1. Nevada (6 Electoral Votes, Hillary won by 2.42%)
The state is trending blue but still purple enough that Biden will have to campaign there.

2. Minnesota (10 Electoral Votes, Hillary won bey 1.51%)
Trump made this shockingly close last time. Right now, the George Floyd murder is redounding to Biden's benefit but it would not surprise me if Trump makes his "Law and Order" backlash play here. I can't imagine people in the Twin City suburbs liked seeing a police precinct burn. Both campaigns will have to put some work in here.

3. Maine (4EV, Hillary by 2.96%)
Maine gives out its EV by congressional district so Hillary got a 3-1 split by winning in the first district while losing the 2nd district by a wider margin. I think Trump will end up spending more time here than Biden because it's probably his best pickup opportunity. But Biden should not ignore it. If things go well he can win that 4th electoral vote. That is significant because of one scenario-if Biden wins back Pennsylvania and Michigan but loses Wisconsin, he needs two more Electoral votes-one way to get them is to win Nebraska's 2nd congressional district and sweep Maine.

4.  New Hampshire (4 EV Hillary by 0.37%)
The only really close margin that went the Dems way last time. This state is trending blue because of the Boston suburbs and exurbs but Biden can't take this one for granted by any means. We will probably see a lot of trips by the running mates to Northern New England.


If Biden successfully defends these states, he will get all of Hillary's 232 EVs. If he sweeps Maine, he starts with 233.


C. The Must Win Backs.
It is very difficult for me to imagine Joe Biden winning the presidency but losing Michigan. And if he doesn't win Pennsylvania, he probably needs to win Florida.  

1. Michigan (16 EV, Trump won by 0.22%)
This was the closest state in the whole union last time. Hillary barely campaigned there. Biden will avoid that mistake and he will do better with the white working-class voters. He also has a democratic governor on his side this time, who will probably be able to make sure turnout in Detroit is higher than last time. 

2. Pennsylvania (20 EV, Trump by 0.72%)
Hillary did contest Pennsylvania, as every candidate has done for 30 years. But she was the first to lose it. Some of that is because Trump activated voters that usually stay home and some of it was because Hillary just was not popular there. But you know who is popular in Pennsylvania? Joe Biden.

If Biden runs the table of the states we have discussed so far, he sits at 268 electoral votes. He needs to get 2 move votes somewhere.  Here is where the magic could happen.

D.  The Tipping Two.

The most obvious candidates for a tipping point state are Wisconsin and Arizona.

1. Wisconsin. (10 EVs, Trump won by 0.77%)
This state was lost by virtually the same margin as Pennsylvania. And unlike Pennsylvania, Hillary didn't put much effort into winning there. She never set foot in the state after losing the primary in June.  But this state feels a little tougher for Biden than Pennsylvania. The state is redder than MI or PA and even in the 2018 Blue wave, they just barely elected a Democratic governor over the objectively terrible Scott Walker.

This one will be contested down to the wire.

2. Arizona (11 EVs, Trump won by 3.5%)
This state has genuinely shifted to the left. Last time it was a reach for Hillary and she didn't campaign there much. But the odds makers give Biden about a 60% chance of winning there this time. The Democrats have a terrific senate candidate and the state has been helped by some people retiring/relocating from California and some northern states. 

Winning either of these states should put Biden over the top. Keeping the other states we've mentioned and winning one of these two gets him to 278 or 279.  Winning both gets him to 289.


E.  The Reconstruction Projects.
Barack Obama won Florida twice and North Carolina once. Winning either of them this time would provide Biden with an insurance policy against losing someplace like MN or both New Hampshire and Maine.

1. Florida (29 EVs, Trump won by 1.19%)
Florida will always be the stuff of nightmares for anyone who remembers the 2000 debacle. But Biden has been polling well there and he has to engage Trump there, if only to force Trump to spend time and money in his new nominal home state that he can't spend up north.  My hunch is Biden wins here by a point or so. 

2. North Carolina (15 EVs, Trump won by 3.66%)
In 2008 Obama won this state by 0.32%. Romney won it in 2012 by just over 2 points. If the election is really close, Biden probably won't contest this state very hard. Right now, the polls suggest that Biden should win with a little breathing room. North Carolina is the perfect place to run up the lead while helping a good senate candidate and continuing the trend of turning the southern states blue, one at a time.

3. Nebraska's 2nd Congressional District (1 EV, Trump won by 2%)
This was the rare jurisdiction where Donald Trump did worse than Mitt Romney. After Obama won the district by one percent in 2008, the Nebraska legislature redrew the map to make sure it leaned to the right. Romney won by 7 points but four years later Trump won by just two.

Winning all of these contests bring Biden up to my current predicted outcome-334 electoral votes.  


F.  The Reaches.
None of these states will be the tipping point. But if Biden runs a good campaign, these states might be competitive.

1. Georgia (16 EVs, Trump won by 5.09%)
Could be close but if Trump runs a decent campaign or Biden a weak one, then it will stay red, probably by 2 or 3 points.

2. Ohio (18 EVs, Trump won by 8.07%)
I think this state is too far gone but Biden has led in some recent polls.

3. Iowa (6 EVs Trump won by 9.41%)
Another state where Biden probably has to improve by too much to win, but it’s possible in a blowout.

4. Texas (36 EVs, Trump won by 8.98%)

Texas made a huge shift to the left in 2016. After Romney won there by 15.78 points, Hillary managed to cut that almost in half.  If the Democrats win there the electoral math for the next few elections will shift. But if they spend a lot of time and money there they will probably still lose.

I don't think we will see much campaigning there. If Trump has to defend Texas, then he knows he is losing the election.  And Biden will be afraid of repeating Hillary's mistakes of neglecting likely tipping point states. 

If Biden somehow sweeps all of the states we've discussed, he will cross the 400 Electoral Vote We are not used to results like that.  For 25 years every election has been a bit of a mystery even as the polls closed. The last time a presidential candidate racked up over 400 electoral votes was 1988.  That's so long ago that it was the first time Joe Biden ran for president.


III. Other Forecasts.

1. Spider Stumbled.  Holding steady with Biden 334, Trump 204. I think Biden is a 75% favorite to win.

2. JHK Forecasts.  They give Joe Biden a 76.1% chance of winning. Their median result is Biden 325, Trump 213. (Up from 315 to 233.)  If you award every state to the winner with a 50.00001% probability, you end up with an unchanged result of Biden 334, Trump 204.

3. Predicit it:  Their betting line is Biden 58 cents, Trump 42 cents. That is up from 54/46. Once again if you award every state to the candidate who is favored, however slightly, you get an unchanged result of Biden 334, Trump 204.

4. 270towin.com  Another unchanged projection: Biden 232, Trump 204, Toss-up 102.

5. Larry Sabato's Crystal Ball: Yet more static;  Biden 248, Trump 233, Toss-up 57. It's worth mentioning that Sabato thinks Trump will win Florida. 

6.  The Economist. The Economist unveiled their own forecast this week and they are slightly more bullish on Biden than any of the American forecasters.  They give him an 84% chance of winning and a median result of Biden 335, Trump 213.  If you look at their categorizations, it's a bit more conservative-with Biden 292, Trump 186 and "Uncertain" 60.  They have Ohio as uncertain,  along with NC, GA and AZ.  

Still no forecast from Nate Silver.  But I think that is coming soon.  His first 2016 forecast was released on June 8th. 












Sunday, June 7, 2020

The Road to 270, Take Three


I last predicted the outcome of the 2020 presidential election seven weeks ago. Joe Biden remains the favorite, and by a wider margin than my last post. But there are 149 days until the election and a lot can go wrong.

The country is one week into a nationwide response to the horrific murder of George Floyd by Minneapolis police. The violence and property damage of the early nights seems to have crested, but we do not know how long these actions will last or what the full scale of the government's response will be. We also don't know if these events will lead to a major resurgence of COVID-19 cases. (Personally it seems likely to me, but the scale is hard to predict.)


I. The Fundamentals.

The economy is in the toilet and the streets are on fire.  Recent polling reflects these facts. The president is unpopular. More importantly he is incapable and uninterested in changing course. So Joe Biden is the favorite now.

II. The Variables.
A lot can happen in 21 weeks.

1.  The Death Count.   Seven weeks ago 38,664 Americans have died from COVID-19. Back then, I boldly predicted that "I think the death tally will be over 75,000 by election day." I also wrote that if the death count was "somehow under 60,000, [Trump] might be able to claim that with a straight face."

Today that number is 109,928. We're still losing close to 1,000 people a day. It seems inevitable that the cases and deaths will spike thanks to these protests, some of which were held in the cities with the biggest outbreaks in the world.  Trump's response will almost certainly be to blame any resurgence or even continued climb in the death count on the protests.

2.  The Democratic Ticket.  We still don't know who Biden will pick as his running mate but the field is definitely more narrow than it was last time I wrote.  (See a more detailed take below.)

3.  October Surprises.  Tara Reade's allegations have seem to have come and gone in terms of political potency.  It has now been established that she lied under oath about having a college degree. When this was exposed she doubled down on that lie and her attorney stopped representing her.  This has done enough damage to her credibility that I do not think she will be used against him, even by surrogate groups.

The Republicans have tried to make some hay out of a made-up controversy called "Obamagate" and they will certainly imply that Hunter Biden engaged in something nefarious in Ukraine.  But this is all weak sauce.  Joe Biden is a popular person in Washington and for the moment it looks like he won't have to worry about losing the election because of a scandal.

III. The Forecast.

My previous Electoral Map gave Biden 289 Electoral Votes and Trump 249 EVs.  That meant Biden holding every Hillary state plus winning PA, MI, WI and Arizona. I still believe he will win all of those states. And it's possible that the election will end up right there, because flipping any other state will require Biden to make a pretty significant improvement over Hillary's performance. But the polling has been good for Biden and I now thing that Biden is more likely than Trump to win these additional contests:

1. Nebraska's 2nd Congressional District.
2. Florida
3. North Carolina.

I want to emphasize that I think all 3 of these races will be very close.

I am also moving Ohio from likely Republican to Lean Republican. I gave some thought to doing the same with Texas, but I can not pull that trigger yet.

I am also moving Michigan from likely Biden to safe Dem. (The most recent poll has Biden up there by 12 points. I don't think he will win by that much but I think it's unlikely he will lose there.)

So here is the new map:






The new official prediction is Biden winning 334 to 204.

IV. A Word About Running Mates.

There has been a lot of change here.  My previous first choice was Catherine Cortez-Masto. She took herself out of the running.  My previous second choice was Amy Klobuchar.  The events in Minnesota have effectively taken her out of the running. I suspected that she was Biden's first preference but I don't think he will take the risk of Trump using the Minneapolis police department against him.  So here are the remaining contenders:.

1. Kamala Harris. (#3 last time)The betting markets like her. And she's an obvious contender. She checks a lot of boxes and I think Biden likes her.  I think she is in many ways the safe pick-she won't alienate anyone and she has the right resume. I think that makes her most likely. But I also think she's somewhat uninspiring and I do think that Biden will ultimately make a personal choice. He wants someone that he believes is ready to take over if needed and that will align with his core values. I believe Harris does that.

If Harr is not the pick, it will be because someone else impressed Biden on a personal level, during the vetting process. I think he believes his friendship with Obama was an important part of what made that administration hum. He will look for something similar in his running mate.

2.  Val Demings. (#7).  Recent events have propelled her up these rankings. Her 20 year experience as a big city cop will be isolation against the inevitable claim that Democrats are anti-police. And every little bit helps in Florida. But she's in only her 2nd term in the house.  It's not quite  a "safe" pick but it's not hard for me to imagine Biden clicking with her during the interview process and going for it.

3. Tammy Baldwin (#4).  Wisconsin is very important.

4. Tammy Duckworth. (Unranked.)  Biden has to give her a long look. She is a woman of color and a decorated veteran.  She is also a dull public speaker but I think she can impress Biden with her story and their policy alignment.

5.  Susan Rice (Unranked) She's never won an election. That is a huge minus. But I think Joe Biden really likes her and will give her every consideration.  Picking her will kick the "Benghazi" nonsense back into gear, but I don't think that's a deal-breaker.

6. Gretchen Whitmer.  (#8)  I still think her resume is light but Biden has to consider her and being governor of the state that Trump won by the smallest margin is a big point in her favor.

7.  Keisha Lance-Bottoms. (Unranked)  The mayor of Atlanta has done great work lately and should be given every consideration. But she is a long shot.

9. Elizabeth Warren.  (#6)  I still think this is very unlikely but she has plenty of fans.

10. Stacey Abrams.  (#5).  I can't see picking a state legislator in this environment. It's too much of a stretch.

V.  Other Forecasts.

As I update this forecast, I'll try to compare where I stand relative to other projections.  Nate Silver has yet to release his general election forecast, but there are several other credible models out there so here is the first comparison:

1. Spider Stumbled: Biden 334, Trump 234. (Up from Biden 289, Trump 249.)  I will add that I think Biden's win probability is about 70% now.

2. JHK Forecasts.  Their median result is Biden 315, Trump 233.  (Up from 299 to 239).

If you award every state to the candidate who wins each state at least 50.0001% of the time, then the result is Biden 334, Trump 234 up from (Biden 318, Trump 220.)  (This would mean Biden winning Florida, which they give a 50.3% chance of happening, so basically a toss-up.)

They also run simulations, JHK has Biden winning 67.8% of the time. (Up from 60.4% when I last published.)

3. Predictit.  If you award the electoral votes in each state the result is: Biden 334, Trump 234 up from Biden 289, Trump 234, Toss-up 15. (North Carolina was the toss-up last time.) Their national betting line is Biden 54 cents, Trump 46 cents.

4. 270toWin.com.  I really like this site and have been following them since 2004. They have a broad definition of toss-up, which is probably accurate this far out from the election. Their current tally is Biden 232, Trump 204, Toss-up 102. This is unchanged from last time.  (They obviously have a broad definition of toss-up.

5. Larry Sabato's Crystal Ball. Prof. Sabato's forecast is unchanged from last time: Biden 248, Trump 233, Toss-up 57.



Saturday, April 18, 2020

Road to 270, Take 2

I first attempted to predict the outcome of the 2020 presidential election fifteen weeks ago. The Democratic candidate was not yet known, so I made my forecast based on a "generic Democrat."  Well now we know the nominee is Joe Biden, and that's about as generic a Democrat as can be.

There are 199 days until the election.  I think that Joe Biden is a modest favorite to win, but he will need to run a good race in order to overcome the Republican's built-in advantage in the Electoral College.

I. The Fundamentals.

Fifteen weeks ago I wrote that this election was unique because we had an unpopular president running for re-election in a solid economy.  That is no longer true.  He's slightly less popular and the economy is cratering.

His campaign will of course be based on the idea that this economic collapse was not his fault. And in a strict, literal sense, it's not entirely his fault.  The COVID-19 virus happened to come along just as the primary season was getting in full swing.  The election will largely be a referendum on his response to it. He should not feel confident of such a contest.

II. The Variables.
A lot can happen in 29 weeks.

1.  The Death Count.   As of this writing, 38,664 Americans have died from COVID-19. There have been some glimmers of positive news but I would guess we have not quite hit the peak of deaths curve yet.  If I had to bet, I think the death tally will be over 75,000 by election day. It could be significantly higher than that. Trump is clearly hoping to run on a "relatively good" body county.  If it's somehow under 60,000, he might be able to claim that with a straight face.

These projections are of course ghoulish. And I claim no expertise in the field. But Trump is a master of spin and he will predicate his campaign on one of several talking points, The main options are as follows, in order of increasing panic:

     a. A lot more would have died if we did nothing. (He can probably use that even if 200K die, but each dead body makes it weaker.
     b. Our response was better than other countries.  Here he will have a lot of places to choose from. At the moment the only clear pattern I see is that Asian/Oceanic countries are having better outcomes than us. Some European countries are doing better than us but Spain and Italy seem to be doing about the same as us. The UK might end up being worse and Germany is not out of the woods yet, either.
      c. The death toll is bad but a complete economic shut down would have been worse.
      d. The death toll is bad but it's the governors' fault.
      e. Blame China!!!!!

2.  The Democratic Ticket.  Joe Biden was a safe choice, but he's not without baggage. If things get back to normalish by September, they will try to attack him for a variety of petty offenses.  If things are still bad, they will claim that Biden is too old to be trusted in this crisis.

3.  October Surprises.  The world is a tumultuous place and a lot can go wrong. Trump will try to argue that it's better to stay the course because of X, Y and Z.

I don't think any of these arguments are compelling, which is why I favor Joe Biden. But I want to emphasize that I think Joe has a roughly 60% chance of winning. The people gave Trump the benefit of the doubt in the early weeks of this campaign and they still might if the mood of the country is returned to relative stability. Trump winning is not far-fetched.

III. The Forecast.

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

Biden needs to win one more state. His best options are: Wisconsin, Arizona, North Carolina, and Georgia, in roughly that order.  (He also could win Nebraska's 2nd congressional district but a 269 to 269 tie likely results in the House Re-electing Trump. If you want to go wild with political nerd fantasies, you could end up with Trump being re-elected but a Democratic senate choosing Biden's running mate as Vice-President.

I think if the election were held today, Joe Biden would more likely than not win Wisconsin. I also favor him slightly in Arizona.  That gives us this electoral college map:





So the official prediction is Biden winning 289 to 249.

Biden's polling is also pretty good in Florida but I will never feel confident abou that state's elections system.

IV. A Word About Running Mates.

Joe Biden has pledged to choose a woman running mate. That significantly shortens the list of possible running mates.  Here are my thoughts on the main contenders and a quick word about where they might help or hurt the campaign.

1. Catherine Cortez Masto.  She's less well-known but she checks a lot of boxes. She is from a traditional swing state, Nevada, and she is the next-door neighbor of another big prize this year, Arizona.  She is Latina and a former state attorney general. Her husband is a retired secret service agent. Biden has to give her a close look.  Biden supposedly recently told Harry Reid that Cortez-Masto is in his top three choices.  I think she should be his first choice.

2. Amy Klobuchar.  She was my pick all along for president and I think that Biden is comfortable with her. She would be a safe pick but not an inspiring one. Like Tim Kaine in 2016, she takes her home state off the map.  And she has some natural crossover appeal in Wisconsin- a lot of WI gets its local news from the Twin Cities and she knows how to campaign in that part of the country.

3. Kamala Harris. Has a lot of fans among mainstream Democrats on social media but didn't exactly run a great presidential campaign. She should have been able to raise more money. But she has good experience as the California attorney general, although the Left will hold some of that against her. It's hard to say she particularly helps in any specific swing state.

4. Tammy Baldwin.  The party who wins Wisconsin probably wins the White House in 2020. Putting their senior senator on the ticket is an obvious option and one that I think the party would be pleased with. Senator Baldwin is a lesbian. She is not married, and I continue to believe that is a handicap for a prospective Veep. We want to see that picture of the two happy couples at the convention when the confetti falls down. Although the image of Joe Biden waving with three women would be a new wrinkle on that one.

She's a contender because her politics align with Biden'ts and she represents a plumb prize. It would be political malpractice not to consider her.

5. Stacey Abrams.  She is single and she has never won anything bigger than a state representative's race. She did rise to be speaker of that body, which is a significant political achievement and speaks to her skill as a consensus builder. In 2018, she came within a whisker of being elected Governor of Georgia, but that whisker is probably going to cost her a serious shot at the Vice-Presidency too.  I think Biden will give her a long look and maybe he will pull the trigger. But under the current conditions, I think he will want to pick someone who has a more substantive resume.

6. Elizabeth Warren.  I think this one is DOA.  It might play well as a sop to the left, but it would cost a senate seat for at least Biden's first 100 days.  She's also old. And as I said throughout the primary, I believe the controversy about her Native American ancestry is a softball for Donald Trump to pounce on. I do not think it will happen. And just for the record, she doesn't help in any swing states, at all.

7. Val Demmings.  This would be a reach. Representative Demmings is a former chief of police for Orlando, Florida.  That's a big job and would make her an interesting pick but I don't think Biden is going with someone who is in just her second term in the House of Representatives. Being from Florida makes her worth a look, but I think this pick hurts him on the left more than it helps him in the middle.

8. Gretchen Whitmer.  (Edited to add this one after reader feedback.)
Gretchen Whitmer is an appealing choice because she is the governor of one of the most important swing states and has done a reasonably good job of managing the COVID-19 outbreak. But she has only been governor for 15 months and putting her on the ticket means taking her away from her very important day job while the virus is still running rampant.  I don't think that Biden will have confidence in her to be ready from day one.

V.  Other Forecasts.

As I update this forecast, I'll try to compare where I stand relative to other projections.  Nate Silver has yet to release his general election forecast, but there are several other credible models out there so here is the first comparison:

1. Spider Stumbled: Biden 289, Trump 249.

2. JHK Forecasts.  This site uses methodology similar to Nate Silver. At the moment their average result is pretty close to mine-299 to 239. But they break down the probability of every state's result.  If you award every state to the candidate who wins each state at least 50.0001% of the time, then the result is Biden 318, Trump 220.  (This would mean Biden winning Florida, which they give a 50.3% chance of happening, so basically a toss-up.)

They also run simulations, which allows them to express the prediction in terms of how often Biden wins in these simulations.  As weeks and months go by, it will be interesting to compare their percentage to Nate Silver's forecast. For now, JHK has Biden winning 60.4% of the time.

3. Predictit.  If you award the electoral votes in each state the result is: Biden 289, Trump 234, Toss-up 15. (North Carolina is a 50/50 proposition.)

4. 270toWin.com.  I really like this site and have been following them since 2004. They have a broad definition of toss-up, which is probably accurate this far out from the election. Their current tally is Biden 232, Trump 204, Toss-up 102. (The consider PA and MI to be toss-ups now.)

5. Larry Sabato's Crystal Ball. Prof. Sabato also has PA as a toss-up but gives Michigan to Biden and Florida to Trump.  Biden 248, Trump 233, Toss-up 57.







Monday, April 13, 2020

It's Biden. (16th and Final Look at the Democratic Horserace.)

I.  The Race Is Over.

Joe Biden's nomination has been inevitable for about a month. Now it is certain. Bernie Sanders suspended his campaign for president last week. Earlier today, he endorsed Joe Biden during a charming live stream where both men basically shit on Donald Trump.  There is an obvious camraderie between them that probably comes from Biden being nice to Bernie when he first became senator. Politicians need to be many things but charming is an underrated quality that Biden has an abudnance of.

The COVID-19 pandemic disrupted the process but did not change the outcome.  So I will take one last look at the field, with an eye towards who helped and hurt their long term prospects.

I will go through each candidate and assign a grade for how they performed-the grade will factor in their performance this year and what it means for the grade going foward. I will go in order of votes received.

1.  Joe Biden-the Nominee.

 All vice-presidents start with universal name recognition and a fundraising base. But Biden is probably the only white candidate to ever enter the field with such strong popularity among black voters. His status as the loyal and popular vice-president of the first black president positioned him to dominate the African American base in a way that made the races before South Carolina slightly irrelevant.

It's possible that 2020 will be the last Democratic race of its kind. The party should abandon caucuses next time and I don't see how Iowa and New Hampshire can possibly maintain their divine right to be the first states to vote. But four (or eight) years is a long time and maybe people will forget about the clown show in Iowa but the racial demographics of the party demand that the early state lineup be changed.

      Biden did not raise a lot of money. He underwhelmed in the debates and he performed poorly in Iow and New Hampshire. But he bounced back to a respectable second in Nevada and then rolled to victory in South Carolina. He deserves credit for not panicking and for working the right levers to get the rest of the moderate candidates to coalesce behind him when there was only alternative.

     I think he's a slight favorite to win in November. He should win back Pennsylvania and Michigan. Then he needs one more state-Wisconsin, Arizona, North Carolina and Florida are his best options. A lot will happen in the next 209 days, so all we can do is hope for the best.

Final Grade: A He won.

2. Bernie Sanders-the Runner-up.

Biden's popularity with black voters made him the front-runner and inevitable nominee. Bernie's popularity with young people made him the equally inevitable runner-up. Bernie had 35% of the party with him from the start. When the field looked fractured, he obviously thought that he could cruise to the nomination with a health plurality of delegates. But then the field wasn't fractured and he had no ability to grow that 35% into anything close to 50%. In 2016, Bernie Sanders won the Michigan primary but about 2 points. In 2020 he lost it by 16 points. He didn't win a single county in the entire state.

Some of this reflects the fact that Joe Biden is more popular than Hillary Clinton, particularly among rural white voters. (This was on display most cruelly in Vermont, a state that Bernie won but with 51% of the vote instead of the 86% he got against Clinton for years earlier.)

Bernie Sanders did not have a plan B. That is inexcusable political malpractice. He so believed in his revolution that he just assumed his time had come and that Biden was too weak to beat him. He was the only Democratic candidate to skip an event in Selma, Alabama the Sunday before Super Tuesday.  Black voters noticed. He got crushed on Super Tuesday and his campaign was effectively over.

Bernie Sanders is 78 years old.  He might be tempted to run in 2024, either against Biden or in an open Democratic field.  I see no sign that he has stopped believing that his way is the future. And he seems incapable of grooming a successor or even acknowledging the need for one.  But he will never be president and he will never be the Democratic nominee. He did worse than he did four years ago because he was too stubborn to reach out to anyone who wasn't 100% behind his agenda.

He will be 83 years old the next time his seat is up.  I hope he faces a legitimate Democratic candidate in the next senate race. But he can probably keep that seat for as long as his heart keeps beating. The party will probably move to the left in the years ahead.  Next time the race will probably be more favorable to black and Latino candidates. The biggest question will be whether he turns his "movement" into something durable and distinct with a new leader or if the Millennials who have now supported him twice blend into the mainstream of the Democratic party.

Final Grade: C.  He got a lot of votes, but he blew a legitimate chance to be the nominee.

3.  Mike Bloomberg- the Spender.

Well, he got what he wanted-a moderate nominee. But he spent a ton of money to get something that he probably could have had for free.  He got nearly 3 million votes and 55 delegates. He even won the vaunted American Samoa primary. Bully for him.

Final Grade: C-.  He transferred a lot of money from his pocket to various television stations. And he was humiliated by Elizabeth Warren on national television.

4.  Elizabeth Warren- the Planner.

She worked for it. She worked for as a retail politician and she worked for it as a policy wonk. Hillary Clinton is the only woman to get more vote for president than her. She won 81 delegates and did quite well in the debates. But her biggest plan was to split the difference between Biden's institutional support and Biden's insurgent popularity. Turns out there were not enough votes there to win any contests. But I think she elevated her name and will probably be a high-profile senator for years to come.

Final grade: B.  She was harmed by people who were afraid to nominate another woman against Trump but she put up a good fight.

5. Pete Buttigieg- the Little Engine that Could.

As time passes, it becomes easier to see what a colossal joke it was for 37 year old mayor of South Bend, Indiana to run for president. But he maximized his effort by saying yes to everything, including appearances on Fox News and by mastering the art of fund raising in a way that had to catch the eye of the national party.

His next move will depend on the result in November. I think Joe Biden will want him in the administration, although I don't think he will get a really plumb job like State or Defense.  Maybe he could be UN Ambassador or CIA chief. If not, he should take a job in media. Work in Manhattan, but live in New Jersey.  He can run for Senator Menendez' seat in 2024.  Maybe by 2032 or 2036 he will have enough experience to make a credible run for president.

Final Grade: A-.   He won Iowa and he damn near won New Hampshire. That is crazy.

6. Amy Klobuchar- the Alternative.

Hard to believe it, but there was a moment where it looked like she might spring to the front of this pack. After Iowa ended in a debacle, she went to New Hampshire and had the best single debate night of any candidate in the field. That translated to a solid third place in New Hampshire and a thought that she might be the centrist alternative to Joe Biden.  But she never gained ANY traction with black voters and remained unable to even offer an explanation of why they should vote for her.  That spelled doom and she got crushed in South Carolina. It then seemed like she would stick around for Super Tuesday and hope for the hometown win in Minnesota.  But then she made a pretty gutsy choice-she dropped out, endorsed Joe Biden and turned her machine into a Get Out the Vote operation for Joe Biden. It was both selfless and mature.  Her presidential candidacy will be forgotten, but she might wind up being the Vice-President or Attorney General of the United States.

Final Grade:  B. She elevated her profile and might wind up with a plumb job. But the race also showed her limitations politically. Her best moment was losing graciously.

7. Tom Steyer - the Fantasy Camper.

He spent $200 million dollars on a midlife crisis. Maybe he will end up with some cable news appearances. There are cheaper ways to get those.

Final Grade: F.

8. Tulsi Gabbard:  the Enigma.
She was stubborn enough to stay in the race even while finishing behind perennial candidate Rocky De La Fuente. And then she endorsed Joe Biden, so I guess she wasn't just running to spoil the race for Democrats?  She is a deeply weird person. I still have no idea what she was trying to accomplish.

Final Grade: D-.   She had a moment in the Joe Roganasphere but her performance as abysmal.

9. Andrew Yang: the Upward Failure.

Another deeply unserious person who ran to become a celebrity. Sadly, he succeeded at this to the extend he landed a talking head job on CNN.

Final Grade:  B-.  He knew when to quit and the CNN gig was about as good an outcome as he could have expected.

10. Michael Bennet;  the Tall.
Not a lot to show for this. He got the coveted James Carville endorsement, which got him some air time on his way to getting crushed in New Hampshire.

Final Crade: F.  He probably ran his way out of the Veep stakes, unless you think Biden was always going to pick a woman, in which case no harm done.

11. Julian Castro: the Soldier.

Julian was a mediocre candidate but I want to give him props for one thing-he was the only candidate to drop out before the voting began and then actively mobilize for another candidate.  He seems to be right in the heart of the party-to the left of Biden and to the right of Bernie. His work for Elizabeth Warren was commendable, if ultimateley ineffective. I don't know what his future holds. He could try to run for governor of Texas, but that feels like a reach. He also could get a job in the Biden administration, but I'm not sure whee he fits best.

Final Grade: B-.  He at least proved himself to be willing to carry water for somebody other than himself. That's an important trait in politics.

12. Corey Booker: the Non-Starter.

I was not a fan of Senator Booker at the start of this race and I never became an outright supporter. But he was good in the debates. He is the rare politician who can manage to be funny without being mean and to be self-effacing without seeming phony.  But he just never got a groove.  I think that being unmarried held him back. And I think Biden's popularity with African American voters denied him a core of fund raising opportunities that might have allowed him to run a more robust campaign early.

Final Grade:  C+.  I can't tell you where he went wrong, but he never got going. It seems unlikely that he will ever be the nominee, although a wife and kid or two might help.


13. Marianne Williamson: the Space Ghost.
There can be only one.
Final Grade: F.  Get the fuck out of here, Space Ghost.

14. Deval Patrick: the Regrets Avoider.

He probably could have made a credible run if he committed early but he waited until the last possible moment and then got crushed. The best news for him is that he joined so late that he never got in a debate and can probably hold out some hope that no one will remember he ever ran.

Final Grade: D. He might have been a Veep candidate if he never ran but could still wind up in the cabinet.

15. John Delaney: The Millioinaire With an M.
Sort of a mini-Bloomberg. He spent $14 million dollars and got humiliated by Warren in one debate, instead of two.
Final Grade: D. Each of his four kids has three and a half million reasons to be mad at Dad.

16. John Sestak: The Admiral.
Final Grade: F. He's an admiral, you know.

17. Kamala Harris: The Failed Plan.
Harris was a great candidate on paper and she got some traction after the first debate. But she did poorly after that and had the good sense to drop out before the voting started. (It should be noted that she is this low on the list because she actively removed herself from ballots in many states. Most candidates do not bother to do that. I think Klobuchar is the only other candidate to do that, although it was too late for her to do it in the Super Tuesday states.)

Harris' major strategic error was to base her campaign on a middle class tax cut that nobody was clamoring for. It forced her to be more modest in spending proposals and didn't really inspire anyone. Doing this poorly from the lofty heights of a California senate seat is inauspicious. But the good news is that she didn't seem to make any enemies along the way. She is on the short list for Vice-President. If she doesn't get that she will probably be in the cabinet. Or she can be a senator for as long as she wants.  Final Grade: C+.

18. Steve Bullock: The Future Senator.
He really didn't want to be a senator, but it looks like that is what fate has in store for him. He is in some ways the anti-Bernie. He would have been a very good general election candidate but he just wan't liberal enough to catch fire with the base.  He is a modest favorite to win the senate election and I think he has a bright future.  Final Grade: C.

19. Jay Inslee: The Competent.
His presidential campaign didn't do much for his reputation or future but his role in handling the first major breakout of COVID-19 sure is.  He may not be a good fit for any cabinet posts but if Trump is re-elected, he might be the 2024 front-runner.  The recent pattern in this country is to elect a president for two terms and then elect someone who is the opposite of that president. And if there is one thing Donald Trump ain't, it is competent.  Final Grade: C.

20. Beto O'Rourke.  The Face.
He may have expended some of his political magic on this race, but guys like Beto do not go away. He probably can't win a state wide race but Biden obviously likes him and that puts him in line for a good job. Hopefully he can avoid being stuck at HUD or Transportation. He should push for UN Ambassador or the Commerce Department.  Final Grade: D.


21. John Hickenlooper.  It's True. He Ran. Final Grade: D.

22. Kristin Gillibrand: The Forgotten.
She vanished in this campaign. Like Harris, she had a position that should have made it easy to raise funds. She also aggresively staked out anti-Trump bona fides with senate votes against all of his cabinet nominees. But she never got anywhere. I don't think she ever got a crooked number in a single poll.  That is staggering. She wasn't ready for this race and she probably doesn't quite fit in the party nationally.  Unlike Harris, she seemed to step on a few toes and there are resentments against her among the donor class.  (Some of these are unfairly rooted in her principled stand against Al Franken. Others seem more personal than substantive. But it feels permanent.)

She can become a solid if not spectacular back-bench senator or maybe run for the governor's mansion if we assume that Cuomo will decline to run for a 4th term.  Frankly, I'm not sure she would win that primary. Her low profile in 2020 suggests to me that she's not sure what to do next.  Final Grade: F.

The Other Failures.

23. Eric Swalwell.  Has been a good sport on social media. Maybe he can rebound, but it will take a while.
24. Tim Ryan. A nice enough guy.
25. Seth Moulton. Probably not cut out for national electoral politics but he has a lot to offer the country, in some capacity.
26. Wayne Messam.  He once raised $5 dollars for an entire quarter.
27. Bill de Blasio.  Might want to give him an F-. It's hard to finish behind a guy who raised $5 for a presidential campaign in an entire quarter. But this race was quixotic to begin with and since he ended, he bet on the wrong horse (Sanders) and failed to prepare his city for the COVI-19 pandemic.  He is thankfully term-limited as maory and he feels toxic at the moment.

II. A Quick Moment of Accountability.

One of my many peeves with punditry is that the professionals are never held accountable for their terrible projections and opinions.  What follows is just my attempt to grade my own handicapping. It's not a very lively subject, so feel free to skip.

I did my first look at the field on December 30th 2018. It took 501 days for there to be only one candidate left standing. Here is how I ranked them then, with their final finish in parenthesis. Shoutout to all eigh prospects who never ran.

1. Bernie Sanders (2)
2. Joe Biden  (1)
3. Kamala Harris  (17)
4. Elizabeth Warren (4)
5. Corey Booker (12)
6. Beto O'Rourke (20)
7. Amy Klobuchar (6)
8. Sherrod  Brown
9. Michael Bloomberg (3)
10. Krsitin Gillibrand  (27)
11. Eric Holder
12. Andrew Cuomo
13. Terry McCauliffe
14. Chris Murphy
15. Eric Garcetti
16. Mitch Landrieu
17. Steve Bullock (18)
18. John Hickenlooper (21)
19. Jay Inslee (19)  Nailed it!
20. Tim Ryan (24)
21. Howard Schultz
22. Tom Steyer (7)
23. Pete Buttiegieg. (5)
24. Some Dumb Celebrity (Let's give this slot to  Marianne Williamson)  (13)

When the race started I gave Bernie an 18% chance of being the nominee and Joe Biden a 14% chance. I think I understated both possibilities.  They were the front runners in their respective lanes. The only questions were would they run and would a younger candidate emerge to knock them off their respetive totems.

I knew that Bernie would run. I was less sure that Biden would. He hesitated a bit and did not start strong. But he found his groove and the party was waiting to receive him. 

There were three women who I thought might have moved up to the front of the pack. None of them caught fire, each for slightly different reasons. But I am willing to say that they all suffered from the democratic basse being skittish about nominating another woman to run against Trump. I am glad that Biden has committed to selecting a female running mate.  It simplifies the process. There are several good options and it will be at least some measure of progress.

As time passes and our lives become dominated by COVID-19 it really is remarkable that the 37 year old mayor of a college town put himself in the top tier. He won Iowa and damn near won New Hampshire. He did this by building a good oranization and an even better brand. He was the gay veteran who shared the values of the typical white moderate voter.  His campaign will be a case study on both the strengths and limitations of branding in politics. 

Meanwhile, three perfectly competent and popular sitting governors ran to nowhere. Jay Inslee, Steve Bullock and John Hickenlooper all crapped out before the first caucus. That should be a case study too.  Whatever party lose the 2020 election would do well to give a long hard look at governors in 2024. They will have a lot of crisis management on their resume and a lot less of the Washington media circus on their breath.

I can't exactly brag about my predictions. Bernie and Biden were the obvious front-runners. I thought that Bernie was popular enough with the larger party that his very enthusiastic base would make him tough to beat. But the party looked at the result in SC and decided they knew who needed to be the nominee.

I think Joe Biden is a good man. He has flaws, and they could cost him this election. But he has charm and style and people like him. There is only one opponent left for him to beat. And anyone who really opposes authoritarianism, should do whatever they can to help him do so.




III.  Monotous Details:

I had Bernie in first for the first four post.  Biden was second each time.  I moved Biden to first after he officially entered the race and moved Bernie to second.  For the eight post (October 2019), I moved Warren up to first followed by Biden, then Bernie. For the 9th, I moved Biden back to first, Warren down to second and kept Bernie 3rd. In January, I moved Bernie ahead of Warren and kept Biden in the lead.

In my 12th post, just after Iowa,  I put Bernie back in front, with Biden in 2nd and Buttigieg 3rd. After New Hampshire, I got really spooked. My 13th post had Bernie first and Buttigieg second. I also bought the Amy Klobuchar boomlet and placed her third. I had Biden down in sevent.

I was still a little skittish after South Carolina. My 14th post still had Bernie in front, but Biden was back up to second. Warren, Klobuchar and Bloomberg rounded out the top five. After Super Tuesday, I of course put Biden back in first and Bernie in 2nd.











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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.
















Sunday, March 1, 2020

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




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

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

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

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

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

So where does this leave us?

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

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

II. The Horse Race: No More Tiers.

1. The Front Runner-Bernie Sanders.

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

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

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

2.  The Alternative- Joe Biden.

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

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

3. The Persister-Elizabeth Warren.

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

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

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

4.  The Imperfect Pragmatist-Amy Klobuchar.

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

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

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

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

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

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


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

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


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


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

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

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

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

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

III. The  Power Rankings, Take 13.

These are just my personal preferences among the remaining candidates:

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

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