6.27.2009
Statistical Tests and Election Fraud
by Andrew Gelman @ 4:29 PMFrom Florida in 2000 and Ohio in 2004 to Mexico City in 2006 to Iran in 2009, tightly contested elections are often accompanied by claims of fraud or serious error: that is, that the election outcome does not match the intentions of the people who voted. Sometimes there is direct evidence of fraud: people voting multiple times, tampering with ballot boxes, etc., and often there is evidence of mistakes, including overvotes (such as a person choosing a candidate and also writing in his name), lost ballots, and technical problems with voting machines.
But the the usual sort of evidence for major problems is a discrepancy between the overall election outcome and what was expected from polls or from extrapolation from other elections. A notorious example is Patrick Buchanan's votes on the "butterfly ballot" in Palm Beach in 2000, which were inconsistent with patterns in other Florida counties in that year.
For the Iran election, the natural step is to compare to previous election returns and look for large changes, as was done by political scientist Walter Mebane. Striking patterns found in such a comparison to not prove fraud but can be useful in giving people a sense of where to focus attention if they want to look further.
Scacco and Beber's analysis is based on the idea that, if there is election fraud, the cheaters are probably acting in a hurry and with various constraints on what numbers they can actually manipulate. As a result, the fake numbers might show some patterns that would be highly unlikely to be seen in tallies of real votes. Again, it is hard for such circumstantial evidence to be entirely convincing on its own, but the patterns they find can support particular theories of how the vote totals came to be.
Another way to calibrate our understanding of such statistical tests is to apply them to a large number of actual elections to see where apparent anomalies appear. Are anomalies happening pretty much at random, as might be expected if one were simply trawling through the data looking for patterns, or do they actually coincide with elections known to be suspicious or fraudulent on other grounds?
Even if statistical tests cannot prove fraud, they can help the news media and observers on the ground to focus their inquiries.
6.26.2009
Cap-and-Trade Bill Passes House
by Nate Silver @ 7:13 PMH.R. 2454 YEA NAY NV
DEMOCRATIC 211 44 1
REPUBLICAN 8 168 2
INDEPENDENT
TOTALS 219 212 3Not a lot of room to spare, though. It sort of limped across the finish line, with almost almost all of the votes in the last two minutes or so coming in on the nay side once it had clinched passage.We don't know who the individual nays and yeas are, but it looks like Pelosi and Waxman got 6 of 21 Republican fence-sitters and 25 of 52 Democratic ones. There may also have been a couple of liberal votes against the bill, although some liberals who were contemplating voting against the bill, like Lloyd Doggett of Texas, wound up not doing so.
UPDATED: Here's the roll call. There were at least three liberal no's -- Stark, DeFazio, and Kucinich.
So, how does this bill pass the 60-vote Senate with such a narrow margin in the House? Well, maybe -- probably? -- it won't. But the Senate will be voting on a somewhat different bill, at a somewhat different time in the legislative calendar, and its members have somewhat different prerogatives. Fewer of them are under re-election pressure. And Obama -- wisely, I think -- has conserved a lot of his political muscle for the Senate fight. Then again, who knows how much political muscle he'll have left depending on how health care and the economy go.
Three current Republican Senators -- Snowe, Collins and Mel Martinez -- voted for cloture on the Liberman-Warner climate bill last year (so did four Republican senators who have since left the Senate). Six other surviving Republicans -- Graham, Gregg, McCain, Murkowski, Cornyn, DeMint -- did not vote on cloture. Cornyn and DeMint are staunch conservatives who were probably out of the office that day, but the other four are maybe gettable.
On the other hand, several Democrats voted against cloture, and several others declined to vote. Someone like Mary Landireu of Louisana is not very likely to vote for this bill, certainly, and there will have to be some sausage-rolling to get farm and coal state Democrats like Kent Conrad and Robert Byrd on board.
The point is this: I don't think there are 41 solid 'no's in the Senate -- not yet. There might be 37 or 38 or 39, but not 41. And as long as that's the case, there's some daylight for the White House. But it won't be easy, and if environmental advocates didn't like the version that came out of the House, they aren't liable to be any more pleased with whatever has an opportunity to make it though the Senate.
...see also archives, cap-and-trade, environment, house
Sex scandals, le style Français
by Renard Sexton @ 12:00 PMWhen I described the Sanford story to several French colleagues, disappearance and all, they looked nonplussed - "is that all?" they asked. The personal lives of French politicians, including fairly juicy sex-related tales, have been common knowledge for generations, they explained, but it rarely becomes serious political fodder.
The past three French Presidents, including current chef d’état Sarkozy, have each had one (or more) high profile sex scandals, but of the sort far beyond just run of the mill adultery and prostitutes. Indeed, they have usually been decades-long sagas that simmered beneath the surface of French political culture.
As put by British writer Philip Delves Broughton, however, "being discreet, French and worldly about adultery, unlike the sweaty-palmed Anglo-Saxons," the French political class keeps issues of sex and family scandal below the surface as much as possible, "out of courtesy, [and] respect for a statesman's private life."
Let's begin with former President Jacques Chirac, who led France for twelve years as President from 1995 to 2007, following a twenty year career as Prime Minister, Mayor of Paris, and Minister of Interior. Though once largely ignored by the French press, it is widely known that President Chirac has an illegitimate son, one that was for years supported with funds of the French state while being squirreled away in Japan. At the same time, even his wife has written and spoken publicly about Chirac's both visual and physical appreciation of the fairer sex.
His predecessor, François Mitterrand, also maintained a second family. While he had maintained many a mistress over the years, the revelation of a secret Parisian daughter named Mazarine in the mid nineties followed nearly twenty years of mum from those in the know. The outcry that followed her discovery by the public was actually related to her being hidden from the country and the cost to national purse, rather than her "illegitimacy". In fact, that Mitterrand’s illness in office was kept secret from the public until his death - he suffered from cancer for years, which eventually ended his life - angered the French people more than any sex-related issue.
The tradition of personal privacy for the French leadership has changed a bit in more recent years, though. In fact, Nicolas Sarkozy has managed to use his personal life to great political advantage in order to attract attention, maintain interest, and divert the public's attention from controversial issues and problems of governance. His high-profile divorce, romance with Carla Bruni, several marriages and multiple children have become political assets, in fact, such that the opposition has tried to play them down. "France doesn't give a damn about heart-broken political leaders. We have too many important things on our plate," declared Arnaud Montebourg, a Socialist party member of Parliament. Indeed, the recent exposé of IMF chief Dominique Strauss-Kahn's in-office predilections has sparked amusement more than dismay among the French populice.
The difference in style between the American and French models has often been attributed to religiosity and puritanism, with middle class white Americans often shocked and dismayed at the mere public discussion of sex. It is true, though, as pointed out in our previous discussions here (Nate and myself), that dereliction of duty, perceptions hypocrisy and misspending of public funds associated with scandals of a sexual nature are often the more damning facets of a politician’s fall from grace. Though less sensational, a leader whose sexual escapades interfere with his (or her) ability to govern is likely far more dangerous than a rampant philanderer who manages to do a good job in office (see Kennedy, John Fitzgerald).
Perhaps in the end, the French and American models are beginning to coalesce a bit, with the French becoming more tuned into the sensationalism of political smut, and Americans slowly becoming more stoic about the whole thing. If nothing else, being described as "sweaty-palmed" is enough to make me want to change my ways.
---
Renard Sexton is FiveThirtyEight's international columnist and is based in Geneva, Switzerland. He can be contacted at sexton538@gmail.com
...see also archives, france, international
Cap-and-Trade, State-by-State
by Nate Silver @ 9:51 AMToday, I'm going to focus on the first of those concerns: household energy usage. The goal here is simple: the Congressional Budget Office recently put out an estimate (.pdf) of the costs of the Waxman-Markey cap-and-trade bill. The CBO estimated that the average American household would wind up paying a net of $175 in additional energy costs in the year it benchmarked, which was 2020. But how does that cost translate to individual states?
First, here's the map, and then I'll explain how I arrived at these numbers:
(large version) (color-blind version)
Before I go any further, let me make clear that my objective is to translate the CBO's numbers, using my best interpretation of the CBO's assumptions, to the level of individual states. I don't make any other sort of judgment about the reliability of their numbers. If you don't like the CBO's numbers, you won't like mine.
There are two principal drivers of the differences in costs between different states. One driver is the amount of carbon that residential customers in each state use, and the other is its income distribution. The reason the latter is important is because Waxman-Markey offers a series of direct and indirect subsidies to taxpayers that are intended to offset the increased energy costs, and some of those subsidies are targeted based on the income of the taxpayer.
But first, the more straightforward issue, which is carbon consumption. These numbers are taken from the EPA's most recent (2005) estimates (.pdf) of the amount of CO2 emissions released in each state. The EPA breaks these down into five categories: residential, commercial, industrial, transportation, and electric power. We are concerned with two of those categories: residential and transportation.
Direct, residential use of carbon, such as for home heating fuel, is actually a relatively small part of the carbon picture, accounting for 5-6 percent of domestic carbon consumption. As you can see, the rule here is pretty simple -- it evidently takes more carbon to heat your home than to cool it, and so colder states are associated with more residential carbon usage per capita, with the exception of a few states in the Pacific Northwest.
Most carbon consumption in the transportation sector -- about 60 percent -- is the result of the usage of personal cars, and is therefore paid for directly by taxpayers in the form of gasoline prices. Some states, particularly Southern states, do more driving than others; there are also differences related to fuel efficiency standards, the availability of public transportation (such as in New York) and so forth. A couple of states -- namely Wyoming and Alaska -- are extreme outliers owing to what I believe is the relatively high usage of personal aircraft. Note that transportation constitutes a much bigger piece of the carbon puzzle than do home energy costs -- about 30 percent of all U.S. emissions.
To estimate the amount of residential carbon usage in each state, I take the EPA's CO2 estimate for the residential sector and add it to 60 percent of their estimate for the transportation sector, then divide the result by the number of households in each state. What about the other sources of carbon emissions, like industrial use and electricity production? They are certainly relevant insofar as the regional impacts of Waxman-Markey go, but they are not relevant in terms of interpreting the CBO's estimates, which seek to determine the direct cost to taxpayers in the form of higher energy prices only. For instance, West Virginia is associated with high carbon consumption in its commercial sector because of its production of coal. But much of that coal is exported to other states; the amount of carbon that residential customers in West Virginia consume is not particularly high. That does not mean that West Virginians don't have reason to fret about Waxman-Markey -- it's just a different type of cost than we're trying to get at here. Conversely, some states like Maine which have high residential use of carbon do not have particularly carbon-intensive economies.
The other major factor is the income distribution in each state. Under Waxman-Markey, the CBO estimates, people in the lowest income quintile will get 94 percent of their marginal costs back in the form of direct consumer rebates, whereas people in the top income quintile will get 18 percent back, with the other quintiles scaling accordingly. These types of benefits, in other words, are directly proportionate to carbon consumption. There are also indirect forms of subsidy, in the form of offsets offered to carbon producers that will "trickle down" to the household level. I assume that these indirect subsidies are unrelated to carbon consumption and are solely determined by a state's income distribution.
Let's get a bit more specific. The CBO estimates nationwide costs and benefits from the cap-and-trade program to be as follows:
Now, how do we translate these numbers to individual states? There are four relatively simple steps:
Step 1. Scale the gross costs to each state's income-adjusted carbon usage. Minnesota, which we'll use as our example, uses 15.1 million metric tons of residential carbon per household, which represents 108 percent of the national average. So, do we simply multiply the gross costs in Minnesota by 1.08? Unfortunately, it's not quite that easy, because per the CBO's method, we're trying to estimate the carbon costs for particular income quintiles in each state, and not simply the overall number. Minnesota uses more carbon than average, but it's also wealthier than average, and wealthy people use more carbon, all else being equal. Thus, we have to scale each state's carbon usage to its income distribution to avoid what amounts to double-counting. I won't go into details, but this lowers Minnesota's income-adjusted carbon usage to 104 percent of the national average. Therefore, I multiply the gross costs from the CBO's national estimates by 1.04 to cater them to Minnesota.
Step 2. Account for rebates. As mentioned previously, I assume that the direct rebates are proportionate to the cost of carbon consumption for each income quintile in each state. Consumers in the lowest income quintile get 94 percent of their costs back, scaling downward to 76 percent, 44 percent, 33 percent and 18 percent as we move up the income pyramid. Conversely, I assume that the indirect subsidies are not proportionate to carbon usage and are the same in each state. In other words, I simply plug in the CBO's numbers for these.
Step 3. Subtract the rebates from the gross costs for each income quintile. This is trivial.
Step 4. Take a weighted average of the net costs for each state based on its income distribution. This is also straightforward. If 30 percent of a state's residents fall into the lowest income quintile (relative to the entire country), we multiply the net cost estimate for the lowest quintile in that state by 30 percent, repeating this process for the other quintiles to create a weighted average.
Here, then, is our estimate of the per-household cost of cap-and-trade for Minnesota:
We estimate that the average cost per household in Minnesota per the CBO's assumptions is $202, which is slightly higher than the national average of $175 owing to the state's slightly higher-than-average residential carbon consumption and its slightly higher-than-average incomes.
I realize that those last four or five paragraphs are probably just about the most boring thing you've ever read on FiveThirtyEight but sometimes you have to show your work. In any event, here are our estimates for all 50 states plus the District of Columbia:
And here's that map again:
There is a fair amount of state-to-state variance, although it is exaggerated somewhat by the presence of a couple of outliers: Florida and D.C. on the one side and Wyoming and Alaska, which I think are being punished for the use of personal jet travel, on the other. The key question for the bill's passage might be whether Democrats can pick up some Republican votes in large, coastal states like Florida, California, New York, and North Carolina, each of which appears to be associated with below-average costs to end-users. Conversely, most of the places with the highest direct costs are places where the Democrats weren't likely to pick up many votes anyway, although this does suggest that votes like Mark Begich's in Alaska and Mary Landireu's in Louisiana will be tough ones if this gets to the Senate.
...see also archives, cap-and-trade, econometrics, environment
6.25.2009
Sanford: More Resignation Pressure than other Pantsless Pols
by Nate Silver @ 6:46 PMSanford appears to face more pressure to resign than most other recent politicians who have been caught with their pants down. In comparison to the 50-60 percent who are calling for Sanford's resignation:
-- Two polls on Eliot Spitzer (one of which was conducted after he had actually left office) found between 70 and 81 percent of New Yorkers, respectively, favoring his resignation.
-- The only poll of Idahoans on Larry Craig found 51 percent opposed to his decision to stay in office, versus 21 percent supporting it and 28 percent undecided.
-- Four polls on former New Jersey governor Jim McGreevey, two of which were conducted after he'd quit, found that between 44-53 percent wanted him to resign after it was revealed he'd had an affair with male adviser Golan Cipel.
-- Some 30 polls conducted on Bill Clinton after he admitted on August 17th, 1998 to an "inappropriate relationship" with Monica Lewinsky found varying margins of between 18-40 percent calling for his resignation, with an average of 32 percent.
-- A Mason-Dixon poll conducted earlier this week on John Ensign found that 29 percent of Nevadans want him to resign.
-- Finally, the only poll we could find on David Vitter had just 20 percent of Louisianans calling for his resignation, although this poll was conducted on behalf of a Republican gubernatorial candidate.
All data was compiled from PollingReport.com.
The chart below correlates the politicians with their particular peccadilloes:
It's actually somewhat hard to find any signature patterns here. Eliot Spitzer's affairs involved kinky, high-priced prostitutes, for instance, but so did David Vitter's. Being caught with another man probably makes matters worse, although both McGreevey and Craig had other aggravating circumstances: in McGreevey's case because he had appointed the underqualified Cipel to be his homeland security adviser, and in Craig's because he was arrested for his conduct. In addition to McGreevey, Clinton's and Ensign's affairs also involved their immediate subordinates, but calls for their resignations were relatively low. Being an executive, as opposed to a legislator, might make matters worse; that is one big difference between Spitzer and Vitter.
Still, the reason that I suspect that Sanford's numbers are as high as they are is because of the dereliction of duty it entailed: both his mysterious absence from the state for six days and the flimsy excuses his staff came up with to explain it. The number of people who want you to resign if you "just" have a garden-variety, heterosexual affair seems to be no higher than 20-30 percent, but Sanford's numbers are at least twice that.
...see also archives, controversy, south carolina
The Republican "Next-In-Line" Myth
by Ed Kilgore @ 4:29 PMThis myth was succinctly articulated just the other day by the generally insightful CNN analyst Bill Schneider in a National Journal column:
When it comes time to nominate a candidate for president, Republicans usually nominate whoever is next in line. That often means someone who's unsuccessfully run for president before. Richard Nixon, Ronald Reagan, George H.W. Bush, Bob Dole, John McCain -- all of them had already tried at least once.
Interestingly, the next-in-line myth seems most likely to come up right now in connection with predictions that Mitt Romney will win the prize, viz. this Mike Potemra June 15 post at National Review's The Corner:
The Republicans always nominate for president the candidate who’s next in line, even if that person is deeply unpopular (e.g., the GOP base’s hatred for John McCain did not prevent him from being nominated; he was the guy who lost to Bush in 2000, ergo…). In 2008, the runner-up was Romney. Add to that frontrunner status the fact that Romney has credibility on economics and budgeting, and he’s the prohibitive favorite.
The next-in-line myth is frequently mixed with various psychological assertions about the nature of Republicans as opposed to Democrats: they are more disciplined, hierarchical, tradition-bound, or cautious, so they never really look at fresh faces.
As some of you may know, this kind of myth-based analysis is like catnip to me (see here and here), so it's worth taking a closer look at this one as well, which I have always suspected of being an oversimplification at best and lacking a lot of predictive value.
The next-in-line myth is generally based on fairly recent precedents (perhaps because it clearly doesn't work for the only two seriously contested nominations between World War II and Vietnam, the 1952 and 1964 cycles). So let's look at the eleven presidential campaigns from 1968 through 2008. For Republicans, five of those (1972, 1976, 1984, 1992 and 2004) involved the renomination of incumbent presidents, so we are really only talking about six. (Right away, one should note that smaller data sets tend to produce more dubious "rules.") In those six campaigns, the "next-in-line" myth is held to have dictated the results in five: Nixon in 1968, Reagan in 1980, G.H.W. Bush in 1988, Dole in 1996 and McCain in 2008. Some might argue that George W. Bush was "next-in-line" in 2000 as the son of a former president, but that idea starts introducing other factors, and in any event, Bush's chief rival, John McCain, hadn't run for president before either, so it's not really relevant.
By way of comparison, Democrats had nine campaigns from 1968 through 2008 that didn't involve the renomination of incumbent presidents, and in five of those nine cycles (1976, 1988, 1992, 2004 and 2008) the winner was someone who had not run for president before. There are, for the record, two marginal cases: George McGovern, who had a brief, convention-based candidacy in 1968 as a holding action for delegates pledged previously to Robert Kennedy, and Fritz Mondale in 1984, who had begun but quickly abandoned a presidential campaign in 1972. Mondale, of course, was on the national ticket in 1976 and served four years as vice-president. But still, whether the number is five or seven, it is clear that Democrats have been more willing since 1968 to nominate someone who hasn't been a credible presidential candidate in the past.
Mondale's case, (and for that matter, Hubert Humphrey's in 1968) however, raises one of the more obvious weaknesses of the next-in-line myth as defined by prior presidential candidacies: presence on a national ticket, particularly a winning ticket, is clearly a stronger credential than a failed second-place presidential campaign. Nobody would go too far out on a limb to argue that Bush 41's status as Ronald Reagan's loyal veep for eight years was less important in 1988 than his 1980 presidential candidacy, and the same holds true for Democrat Al Gore in 2000. Moreover, Bob Dole's presence on the GOP ticket in 1976 gave him a lot more national visibility than his brief and disastrous 1980 presidential run. This is relevant today because Sarah Palin, not Mitt Romney, has served on a national ticket.
So the GOP next-in-line myth already has some holes when it comes to 1988 and 1996, which means that it didn't necessarily hold in three of the five elections at issue.
Now political myths can be questioned not just because empirical data contradict them, but also because other factors are equally important. It's immediately apparent that the next-in-line myth takes for granted assets that tend to come with, but that do not absolutely require, prior presidential candidacies--name ID, grassroots support and money.
In 1968, for example, Richard Nixon had the first and third assets via a career that stretched back to his House service from 1949-51. And in the absence of a conservative challenger (until the too-late Reagan candidacy at the Convention), he inherited much of the Goldwater activist network, particularly in the South. Did his prior presidential campaign help him obtain these assets? Of course. But did it guarantee it? Of course not. I'd say Nixon's promises to Strom Thurmond on the vice-presidency, civil rights, defense, and even textile imports--crucial in keeping the South in line--had more to do with his nomination victory than his next-in-line status.
Two other factors that the next-in-line myth tends to ignore are ideology and "electability," which become obvious if you look at the actual dynamics of actual nominating contests.
On the power of ideology, Reagan in 1980 is the obvious example. Yes, Ronald Reagan began his campaign trying to look like the "next in line;" recordings of "Hail to the Chief" greeted him at every appearance. But then he lost to Bush in Iowa, and after firing his campaign manager, remembered that his leadership of the conservative movement was a much bigger political asset that his "inevitability." Reagan ran a highly ideological campaign in New Hampshire and thereafter, and the rest was history.
Similarly, G.H.W. Bush lost to Bob Dole in Iowa, and then got his nomination campaign back on track in New Hampshire by running almost exclusively on a no-tax pledge that Dole wouldn't emulate. Bush ultimately had the support of virtually the entire conservative movement, including the Christian Right.
The only cases since 1968 where it can be persuasively argued that "next-in-line" factors trumped ideology among Republicans were in 1996 and 2008. Dole in 1996 and McCain in 2008, to be clear, had both gone the extra mile in reassuring conservatives on core issues like taxes and abortion. But more importantly, both men benefited from the weaknesses and divisions among their more-conservative opponents. Dole's lucky break was the emergence of Pat Buchanan (theoretically, BTW, the "next in line" as the second-place finisher in 1992) as his main rival on the Right, an solidified, ironically, when Buchanan beat Dole in New Hampshire. Buchanan terrified Republican elites, particularly in the business community, and it was relatively easy for Dole to beat him in later primaries. The other credible candidate, Lamar (!) Alexander, never gained the trust of party conservatives and was also running on an anti-congressional message that was deeply undercut by the Republican landslide of 1994.
A similar dynamic developed in 2008. McCain was not the least conservative candidate for the nomination--that dubious honor belonged to Rudy Giuliani--and his electability credentials based on general election polling were a formidable asset as compared to more conservative rivals like Romney and Huckabee. Recently conservative blogger Alex Knepper, in one of the few challenges to the "next-in-line" myth I've found, nicely summed up McCain's much-less-than-inevitable route to the nomination:
A few thousand votes the other way in New Hampshire or South Carolina and John McCain would have been eliminated. He walked a tightrope to the nomination. Nobody “fell in line” behind John McCain. He never even won a majority of the votes before Super Tuesday. One different move by Mitt Romney or Mike Huckabee along the way and McCain could have been denied the nomination. What if McCain had lost South Carolina, perhaps leading to Charlie Crist and Mel Martinez endorsing Rudy Giuliani? What if Mitt Romney had won New Hampshire, leading to a Michigan blowout and a siphoning of votes from McCain in South Carolina, snowballing into a Florida win? To speak of McCain’s win as inevitable is history being rewritten under our noses.
But let's say for the sake of argument that the next-in-line myth is all true. What would it indicate about 2012? Those claiming the myth makes it inevitable that Mitt Romney will win the nomination sometimes appear to forget that Mike Huckabee actually won more delegates than Romney, and stayed in the race longer. Are there reasons that the rich and telegenic Romney might be stronger than Huckabee (a poor fundraiser with some wacky cultural positions deeply mistrusted by Republican business elites)? Yes, but they have nothing to do with the "next-in-line" factor. And Romney's own weaknesses, like those of Sarah Palin, are as attributable to misgivings that arose during his 2008 campaign as to the mesmerizing power that the prior candidacy is supposed to exert.
The more you really look at it, the "next-in-line" myth seems to live on mainly as a way for conservatives to wash their hands of responsibility for a couple of GOP nominees--particularly McCain in 2008--they didn't much like and who went on to perform dismally in the general election. Of course candidates with prior campaign experience have some advantages; that's like one of those double-loaded statistics in sports (e.g., starting pitchers win a lot of games when they last into the late innings) that tell you virtually nothing other than that success breeds success, and winners win. In that spirit, all we really know about the 2012 Republican nominating process is that the future lies ahead.
...see also archives
The Environmental Indifference Point
by Nate Silver @ 2:00 PMWhen the monthly cost is $10, 56 percent supported cap-and-trade and 42 percent opposed it; when the cost is $25 per month, sentiment shifts to 44 percent in favor and 54 percent against.
Ezra drew a graph on this but let me draw my own, even wonkier one:
The indifference point works out to $18.75 per month, or $225 per year; that's when as many Americans apparently oppose cap-and-trade as support it. Meanwhile, the CBO recently estimated that the Waxman-Markey bill under consideration by the House would raise the average household's electricity bill by $175/year or $14.58/month as of 2020. That would qualify it as popular, although only barely so, with about 52 percent supporting and 45 percent opposed.
Obviously this is a highly speculative exercise for any number of reasons -- the margin of error in the polling, the margin of error in the CBO estimates (which the same conservatives who loved what the CBO had to say about health care suddenly find ample reason to doubt -- although truth be told, the economics of climate change tend to be pretty fuzzy), and so forth. But the sticker shock on this particular bill doesn't seem too bad, even if Americans aren't willing to dig too deeply into their pockets to tackle climate change overall.
...see also archives, cap-and-trade, environment
6.24.2009
Obama's (Unintentionally?) Brilliant Strategy on Cap-and-Trade
by Nate Silver @ 7:26 PMFirst of all, we don't necessarily know that this is Obama's doing. It's the House's job to -- well, to vote on stuff. It's the Senate, where bills are much easier to block through a variety of tactics ranging from filibusters to holds to plain old stalling, that is more inclined to play traffic cop and where the President probably has more influence on the timing process.
But if this is a deliberate strategy on the White House's behalf, I think it's a pretty smart one. The reasoning is as follows:
1. No climate bill will pass the Senate which has not passed the House. In contrast to health care, where using the reconciliation process remains a possibility (meaning that a vote could not be filibustered and only 50 votes would be required for passage), the Senate has already banned use of the reconciliation process on climate. There's pretty much no way that a climate bill could get 60 votes in the Senate but fail to garner a majority in the House.
2. The House vote will provide a benchmark. The prospects for passage of a climate in the Senate can probably be reasonably be inferred by exactly what happens in the House. Specifically, Democrats will get to see how many Blue Dogs vote for the bill and how many Republicans do. If the bill gets the support of, say, all but a dozen Blue Dogs as well as handful of moderate Republicans, you can envision a route toward passage in the Senate. If it passes by a bare majority in the House, on the other hand, it is unlikely to overcome a Senate filibuster. And if it the bill entirely fails to pass, it's back to the drawing board and the Democrats will know they'll have to make more compromises.
3. Support for a cap-and-trade bill is probably relatively dependent on cyclical factors. By cyclical factors I mean three things: gas prices, the overall state of the economy, and Presidential approval. Polling generally indicates that support for curbing carbon emissions rises along with gas prices, as well as the overall health of the economy. And as Ezra suggests, because public opinion on climate change is relatively poorly formed, it may also depend heavily on the amount of political capital that the President is willing and able to expend.
Right now, Presidential approval is fairly high, and gas prices are also fairly high, having increased significantly since bottoming out in January:
(If this chart looks a little funky, it's because I'm using yearly data from 1976-1990, and then weekly data from 1991 onward).
On the other hand, the economy remains in really bad shape. If we had to rate these three factors on a scale of 0 to 10, where 10 represents the most favorable conditions for a climate bill and 0 the least favorable, we'd probably rate Presidential approval at about a 7, gas prices at about a 6.5, and the economy at about a 1.5. That averages out to a 5, meaning that this is a fairly average time to be pushing a climate bill. In February, by contrast, we might have rated Presidential approval at an 8, the economy at a 1, and gas prices at a 4, which averages to a 4.3. That probably would have been a slightly worse time, on balance, to push a climate bill forward.
4. Democrats get to pick their moment in the Senate. Just because a climate bill is approved by the House does not mean that the Democrats have to push it through the Senate immediately. The Democrats could wait on floor action until essentially any point until November 2010. This is one of the advantages of controlling the chamber.
I hope you see where I'm going this: the four factors above are very powerful when taken in combination. Say that Waxman-Markey passes the House, but only barely. That means the Democrats can wait for a better moment in the Senate -- gamble on the prospect that the economy is going to improve, which would probably improve Obama's approval ratings with it. So long as gas remained somewhere in the range of $2.50 or higher, a climate bill would probably have a much better chance of picking up votes from your Evan Bayhs and Susan Collinses and Mel Martinezes than it does now. On the other hand, if the Waxman bill passes the House by a 40-vote margin, the Administration could begin to think more seriously about pushing it forward now, and not risk something like a deterioration in its approval ratings.
In finance terms, there is a lot of option value created for the Democrats by having the House vote on the bill now. The reasons that Obama may not be exerting political capital are twofold. Firstly, it may be many months before Senate action follows. And secondly, seeing what the House does on its own merits may provide for a better benchmark: you don't want to take your temperature after you've just taken aspirin.
...see also agenda, archives, blue dogs, cap-and-trade, environment, house democrats, obama, political capital, white house
Sanford's "Hiking" Affair: Spitzer/Edwards, or Giuliani/Vitter?
by Renard Sexton @ 4:42 PMWhile he has already resigned his post as chair of the RGA, the full political fallout is yet to be seen.
Sanford has long campaigned as a strong conservative (over 90% rating from the American Conservative Union over his career), though has made headlines more in the economic/fiscal realm than on social issues. Like fellow Republicans Rudy Giuliani and David Vitter, he came out relatively quickly to acknowledge his infidelity, and will be looking to quickly move out of the spotlight to revamp his image.
The two big fish that have gone down on this issue in the past eighteen months, Eliot Spitzer and John Edwards, both seemed to be punished more sharply for their hypocracy and attempts at cover ups than for the scandals themselves. Ironically, both Spitzer and Edwards are Democrats, the party which theoretically could be more forgiving to this type of behavior.
Bottom line for Sanford: fess up, get back to work, and try not to look like a hypocrite, because that seems to be the thing that sinks people in the American voters' eyes the quickest.
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Renard Sexton is FiveThirtyEight's international columnist and is based in Geneva, Switzerland. He can be contacted at sexton538@gmail.com
...see also archives, political capital, south carolina
Why is the Washington Post Testing Republican Messages on Health Care?
by Nate Silver @ 6:34 AMAfter months of cordial relations between the industry and the White House, Obama's comments were the sharpest to date and come at a time when there is widespread debate and confusion over what the public wants. One of the reasons is the complexity of the issue, something not easily captured in a poll question.Actually, I don't have any particular problem with probing the depth of support by providing the respondent in your poll with an opposition message. This poll does suggest that opinion on the public option -- which Americans may not know all that much about -- is relatively malleable.
Survey questions that equate the public option approach with the popular, patient-friendly Medicare system tend to get high approval, as do ones that emphasize the prospect of more choices. But when framed with an explicit counterargument, the idea receives a more tepid response. In the new Post-ABC poll, 62 percent support the general concept, but when respondents were told that meant some insurers would go out of business, support dropped sharply, to 37 percent.
What I do have a problem with, however, is testing one side's message but not the other's. How about giving the people opposed to the public option a Democratic message about cost control?
It turns out that another organization, the Kaiser Family Foundation, did just this in their April tracking poll. They gave people who said they liked the public option two Republican messages -- one which mirrored the Washington Post's language on competition, and another about single payer. The unfair competition message did better, and picked off 45 percent of those who had initially supported the public option. That brings support for the public option down to 32 percent -- actually lower than the Washington Post's figure.
But Kaiser also tested two Democratic messages to people who initially said they opposed the public option. The stronger of those two messages -- one about cost containment -- converted 40 percent of the opposition. That brought support for the public option up to 78 percent.
What would be even better is if the pollster gave both sets of messages, read them in a random order, and then probed again on the public option question. That's the way the debate plays out in the real world. People who support the public option might hear things that cause them to question their support -- but they'll also hear things that reinforce it (like the President's remarks from yesterday). The same goes for people initially opposed to the public option.
My guess is that when this process in fact takes place in the real world, overall support will be about unchanged. On the one hand, the pro-public option position, since it's initially more popular, has more ground to lose. On the other hand, the Congressional Republicans aren't very good messengers, and Obama is. Maybe the public option will lose a couple of points of support -- I doubt it will lose more than that unless Obama pulls a Sanford and disappears.
But the Post's poll, and the accompanying article, seem like less of an effort to report on reality and more of an effort to create a new one.
...see also archives, health care, messaging, msm
Sanford to Minneapolis? (Nope -- Argentina?)
by Nate Silver @ 12:02 AMOriginal Post: Passing along information from anonymous Wikipedia sources really isn't the best way to build one's reputation. But I noticed that the Wiki for South Carolina Governor Mark Sanford, whose whereabouts have been unknown for six days, now contains the following proviso:
A state vehicle, however, was missing and was tracked down, not to the Appalachian Trail, but to the Hartsfield-Jackson Airport in Atlanta. A federal agent spotted Sanford in the airport boarding a plane to the Minneapolis-St. Paul International Airport.A report by WYFF-TV in Greenvile, SC claimed earlier today that Sanford had been cited boarding a plane at Atlanta's Hartsfield International Airport. Nowhere, however, in the mainstream (or the non-mainstream) media has the destination of the flight been reported, and there is no citation in the Wikipedia entry. The comment was added by someone at the IP address 24.250.141.144, which traces back to a Cox Communications server in Atlanta. This is either someone with first-hand knowledge of the situation (a fellow passenger, a flight attendant, a federal marshal) or someone trying to play a prank. Ordinarily, the probabilities would weight heavily toward the latter possibility, but since the entry comes from Atlanta and Atlanta specifically the former seems distinctly possible.
Obviously, if Sanford was in Minneapolis, he was nowhere near the Appalachian Trail, as his aides claimed earlier today. But I sure hope the guy is OK. The first association I make with Minneapolis in this context is "Mayo Clinic". If Sanford went to get some kind of medical condition checked out, and it proved to be more serious than expected, that might explain the tendency of those around him to obfuscate on about his whereabouts.
...see also archives, south carolina
6.23.2009
Good Morning, Tehran
by Nate Silver @ 6:31 PMOne thing I noticed, however, is that 67 percent of our Iranian visitors are from Tehran, even though Tehran accounts for only about 10 percent of the country's population. This is not particularly surprising considering that Internet access in Iran is highly inequitable: of the 33 ISP's in Iran as of 2005, 19 were in Tehran Province.
Nevertheless, it does seem to underscore the point that so many other commentators have been making: the protests are being facilitated to a large degree by the Internet. We've heard very little about protests outside of Tehran, even though there are some other fairly large cities -- Tabriz, Zahedan, Ardabil, Yazd -- where Ahmadinejad (ostensibly) received 50 percent or less of the vote. But we're seeing hardly any visitors from those other cities, except for Yazd from which we've gotten quite a few. If our traffic is even a loose proxy for the Internet situation in Iran in general, these people aren't Tweeting, and they certainly aren't reading the New York Times or the BBC. And they also, apparently, aren't protesting in great numbers.
George F. Will Admits Public Option Will Cut Costs
by Nate Silver @ 4:23 PMThe puzzle is: Why does the president, who says that were America "starting from scratch" he would favor a "single-payer" -- government-run -- system, insist that health care reform include a government insurance plan that competes with private insurers? [...]Emphasis in original. Will's argument is apparently this: The government does not need to make a profit and will have greater leverage with providers; therefore it will deliver the same service for less money. That's unfair!
Assurances that the government plan would play by the rules that private insurers play by are implausible. Government is incapable of behaving like market-disciplined private insurers. Competition from the public option must be unfair because government does not need to make a profit and has enormous pricing and negotiating powers. Besides, unless the point of a government plan is to be cheaper, it is pointless: If the public option conforms to the imperatives that regulations and competition impose on private insurers, there is no reason for it.
Is this really the best argument that one of the most prominent intellectual conservatives can mount against the public option?
I'm a big believer in the profit motive in 99 percent of all cases. If the government decided to open a non-profit hamburger stand, I doubt that it would compete successfully against Five Guys. If it tried to open a non-profit airline, I doubt that it could offer the same value as JetBlue. Insert joke about General Motors and/or the Post Office here. The point is, I think the profit motive is generally well worth it in terms of the incentives it creates to cut costs, develop new products, improve customer service, and so forth.
But health insurance is not like those things.
Insurance exists because of the decreasing marginal utility of income: most people would rather have a 100% chance of paying $300 a month than a 1% chance of paying $30,000 a month. In fact, our hypothetical customer -- let's call him Frederick, after George F. Will's middle name -- might very well accept a 100% chance of paying $400 a month rather than take 1% chance of having to pay $30,000, which he might not be able to afford. This is true even though Frederick will lose $100 on this deal in an average month.
There's nothing wrong with this arrangement -- the customer has improved his marginal utility and the insurance company has made $100. It's a win-win.
The thing is, though, that the insurer hasn't had to work particularly hard for his $100. He hasn't had to figure out how to cook up tastier fries or save you a few bucks off the cost of your next flight to Orlando. All he has to do is to have a bunch of money pooled together, such that he has a different marginal utility curve than you do. He has the luxury to accept the risk of unlikely outcomes, particularly if he can hedge his position by making the same deal with other customers, most of whom won't wind up requiring an angioplasty or cataract surgery, even if Frederick does.
Now, what's supposed to happen in the free market is that another company will come in and offer Frederick a better deal: they'll offer him the same coverage for $350 a month, accepting a smaller profit, and Frederick will happily take the deal. There are at least a couple of reasons, however, why this may not be happening in the insurance industry. The first is that Frederick might not realize he's paying $400 every month for insurance. That's because if he's like the majority of Americans, he's getting his insurance through his work, and except when the HR lady gave him a shiny brochure on his first day at the office, he's probably never thought very much about what this insurance is costing him in terms of foregone salary. This is particularly so because health insurance benefits, unlike other types of income, aren't taxed, and so Fredrick is less cognizant of them if show up on his paycheck at all. Not only, then, is the free market maxim of perfect information violated, but it's violated in such a way that creates artificial profits for the insurance industry: the government is effectively subsidizing every dollar that Frederick's company is willing to spend on his insurance benefit.
The profits the insurance industry is making, of course -- profits artificially boosted by an enormous backdoor tax subsidy -- don't seem to be buying the customer much of anything in terms of improved service or cost savings. On the contrary, health care costs are rising by as much as 9-10 percent per year, without any concomitant increase in the level of service. If JetBlue were raising the cost of its fares by 10 percent per year, they'd be out of business.
The reason the insurers are staying in business, though, is because barriers to entry in the health insurance industry are in practice quite high. Insurers benefit from pooling risk. The larger the pool, the better in terms of the insurer's ability to hedge its risk and build negotiating leverage with its providers. That makes it very difficult for a Five Guys or a JetBlue type of start-up to compete: they'll have trouble getting together enough customers to pool their risk adequately, and even if they do, they won't have as much negotiating leverage as the big guys. Health care providers may demand a better deal or refuse to accept them. As such, they'll never get off the ground.
Insurance, in other words, is a volume business, the main requirements for which are that (1) you have a lot of money pooled together and that (2) you've been around for awhile.
CIGNA and Aetna have a lot of money pooled together and they've been around for awhile -- but they don't have as much money, nor have they been around as long, as the federal government. It's possible, certainly, that the profit motive in the insurance industry has driven more innovation than we're giving it credit for. But that isn't my bet, and it isn't George Will's: There's no obvious reason that the government couldn't provide more for less. And if we are wrong, we would find out soon enough: if the public option can't deliver more bang for the buck than private insurers, it wouldn't gain much market share from them, and Will will have nothing to worry about.
What Will's position reflects instead is ideology: who cares that the federal government could build a better mousetrap? They're the government and that's bad. His argument is really no more sophisticated than that. If a libertarian conservative wants to make this argument, more power to them, but they absolutely should not be turning around and suggesting that a public option would raise health care costs. They're saying, rather, that they're morally opposed to the cost savings that would ensue.
If you've been reading me for a while, you'll know that, as compared with most self-described liberals, I'm unusually sympathetic toward the notion of the profit motive and private industry; I've defended Wall Street bankers and the AIG bonuses at various points during the financial crisis, among other things. It's my belief that private industry is usually able to deliver more efficient outcomes to the consumer than the government could.
But usually isn't always. And health insurance, as Will seems to admit, is one of those exceptions.
...see also archives, econometrics, health care
Elections Without Section 5?
by Ed Kilgore @ 12:58 PMIn 2006 Congress extended Section 5 along with the rest of the Voting Rights Act for another 25 years on a unanimous vote in the Senate and a 390-33 vote in the House.
But more than likely, Section 5 as we've known it is doomed, as renowned Supreme Court reporter Linda Greenhouse explained this morning at Slate:
[T]he notion that Congress can be enlisted to avoid this looming constitutional showdown by readjusting Section 5's geographic coverage is completely unrealistic, as anyone familiar with the history of the 2006 extension has to know. The decision in Congress not to revisit the existing list of covered jurisdictions was a very deliberate one—made because everyone knew that the extension effort would get hopelessly bogged down if that can of worms were opened.
This matters to non-lawyers mainly because Section 5 has had a profound impact in recent decades on both election procedures and on redistricting, and the Supremes are tinkering with the rules in this and another recent case on very the brink of the next redistricting cycle.
The simplest way I know to demonstrate the importance of Section 5 on redistricting is to look at the composition of the U.S. House delegation in my home state of Georgia.
Going into the 1992 cycle, Georgia had nine Democrats (eight of them white) and just one Republican in the House. Republicans formed a de facto alliance with civil rights activists to utilize Section 5 review to boost the fortunes of both the GOP and of African-American Democrats through "packing" of black voters into districts sure to elect a black representative, and "bleaching" of adjacent districts likely to elect Republicans. After a protracted battle with the Justice Department and rejection of two state plans, Georgia finally got a definitive redistricting plan prior to the 1994 elections, and sure enough, that produced a delegation composed of eight Republicans and three Democrats (all African-American).
In the most recent round of redistricting, the GOP-civil rights alliance broke down, and Section 5 review encouraged the creation of "minority influence" or "crossover" districts instead of "packing" and "bleaching." After the 2002 elections, despite a major shift towards the GOP in statewide races, the Georgia House delegation had eight Republicans and five Democrats (including four African-Americans), and shifted to a mere 7/6 Republican advantage in 2004 (with a second white Democrat winning office).
Yes, other things were going on during those ten years, but redistricting under the discipline of Section 5 was a huge factor in these massive gyrations in party control.
Aside from yesterday's ruling, the Supreme Court decided in March (Bartlett v. Strickland) that creating "minority influence" or "crossover" districts could not be required via lawsuits under Section 2 of the Voting Rights Act, creating some fears among Democrats that the next round of redistricting in the South could see a return to the "packing" and "bleaching" practices of the 1990-92 era. Now the whole process is under a cloud. It's possible that more active litigation under Section 2 would replace some of the restraints imposed by Section 5 over the years, but obviously the "preclearance" requirement was especially powerful.
The most obvious implication is that party control of the redistricting process through victory in 2010 state legislative and gubernatorial contests is more important than ever. The federal courts already grant states considerable leeway in redistricting decisions that involve anything other than purely racial considerations political gerrymandering, for example, has been given an almost total green light). If Voting Rights Act review declines in importance, and Section 5 goes away, then more than ever, to the victor will go the spoils.
...see also archives, race, supreme court, voting rights
NRCC Bullish About Taking Down Rookie and Sophomore Dems
by Tom Schaller @ 8:43 AMFivethirtyeight.com: Please tell us a little bit about your professional background prior to becoming executive/political director of the NRCC.
Guy Harrison: I started out on Congressman [Pete] Sessions’ campaign right after college. He was running against a six-term incumbent, John Bryant, who had never been held to less than 60 percent of the vote. While we lost by approximately 2,400 votes, Bryant decided to run for Senate rather than facing Sessions again in 1998. Sessions sought the seat again and beat John Pouland. After that, I came up to Washington with the Chairman and was his Chief of Staff from 2000 until I moved to the NRCC in January.
How would you describe Congressman Sessions’ management style and philosophy so far as NRCC Chair?
Congressman Sessions uses the tools he learned in the private sector--he defines the mission, recruits good managers and places value in quality experienced staff. His NRCC reflects this philosophy with strong Congressional leadership in his Vice Chairs and Regional Chairs. He knows that regaining the majority will be because of member involvement, quality staff, and great candidates.
The Democratic Congressional Campaign Committee has traditionally struggled to get all its members to pay their dues. What is the dues structure for the NRCC and how compliant are members of Congress in paying them?
The NRCC is fortunate enough that we continue to have a tremendous amount of support by the members in our caucus. Last cycle, we had more than 75 percent of members pay their dues to the NRCC which provided us with critical funds needed to defend our incumbents and target numerous Democratic candidates all over the country. This year, we have already have increased member participation, with 99 percent of members helping with our March Dinner.
It’s harder for Hill committees to raise money when their party is in the minority, of course. That structural liability aside, what are the challenges or opportunities of fundraising for the NRCC right now?
There a definitely a lot of opportunities right now for the NRCC. Right now it’s all about the House. This isn’t a year of a presidential election so we can really focus on raising money for House races and ending Nancy Pelosi’s reign as Speaker. This provides us with more opportunities to raise the necessary amount of funds to hold Democrats accountable all across the country.
Were you surprised by President Obama’s appointment of New York Republican Rep. John McHugh, and what would you say are the prospects of keeping that seat Republican?
I think everyone was initially surprised at the choice but given Congressman McHugh’s long involvement in military issues, it was understandable as to why the White House selected him. However, it was also a calculated political move by the impromptu DCCC Chairman who is the White House Chief of Staff to attempt to add another Pelosi puppet into the House of Representatives. We are optimistic that the New York Republican State Committee will nominate a strong and credible candidate, someone who shares the interests and values of such a diverse district and we will make a solid effort to gain the seat. As we have said before the Republicans are committed to assemble an aggressive and winning campaign especially in this area.
There’s been a lot of talk of Republican troubles in the Northeast, particularly New England. In those six states plus New York you’re down to three seats, perhaps two depending on what happens in McHugh’s district. How does the GOP turn things around in what once was a generally competitive region for Republicans?
What were are really going to focus on in New England and really all over the country is going after candidates who fit each district and candidates who can really win each district. Some of those prospects include Tom Reid, the Mayor of Corning, NY to run in NY-29 and John McKinney, the Connecticut State Senate Minority Leader in CT-04 and of course Frank Guinta, the Mayor of Manchester, NH, who is running against Carol Shea-Porter in NH-01. We are going to focus on strong candidate recruitment so that we can make a comeback with great recruits who can win for the GOP.
I’m presuming that Democratic freshman, particularly those who either won narrowly and/or won on the strength Obama coattails, are among the NRCC’s top targets for 2010, correct?
Yes, definitely. The target list definitely includes those who won narrowly or on the coattails of the Obama campaign. Tom Perriello for instance, won by little over 700 votes and the margin can definitely be attributed to President Obama’s winning of Virginia on Election Day. The same thing can be said for Glenn Nye in VA-02. They can expect difficult re-election campaigns over the next year and a half.
If you are at liberty to discuss specific races the NRCC has at or near the top of the target list, can you identify some of these?
Well clearly most freshmen Democrats will be on the target list like Frank Kratovil (MD-01), Suzanne Kosmas (FL-24), Walt Minnick (ID-01), Alan Grayson (FL-08), Bobby Bright (AL-02), Parker Griffith (AL-05), Eric Massa (NY-29), Jim Himes (CT-04), and many others but there will also targets who got elected either in 2006 or prior like Carol Shea-Porter (NH-01), Charlie Melancon (LA-03), Steve Kagen (WI-08), and others.
Though things may change by autumn 2010, right now President Obama is much more popular than Speaker Nancy Pelosi, whose approval is at a record low. Are we safe to presume that Republican candidates will be advised to position themselves in opposition to the Speaker rather than the President?
When we look at key swing districts, we’re continuing to find her numbers are not only bad, but there’s a sense that she’s the embodiment of the San Francisco liberal agenda. We have already gone on the offensive against what we call Pelosi’s Puppets, those are House Democrats who have no problem voting with Speaker Pelosi and her liberal causes more than 90 percent of the time. Then you have the Blue Dogs who are acting more and more like Pelosi’s lapdogs and with this latest CIA flap, the speaker will definitely be an important target for the NRCC and for the 2010 election.
...see also 2010, archives, house democrats, house republicans, pelosi
Another Iranian Oddity
by Nate Silver @ 7:14 AMOne thing that jumps out about this data is that the share of the vote for the candidates varies a lot from precinct to precinct within a given city. You'll somewhat routinely come across cities where Ahmadinejad won 25% of the vote in some precincts and 90% or more in several others. Let me give you some idea about what I mean.
The chart below contains the interquartile (from the 25th to the 75th percentile; indicated in red) and interdecile (from the 10th to the 90th percentile; indicated in orange) ranges of Ahmadinejad's share of the vote at the precinct level for the 10 largest cities in Mebane's dataset (notably, Mebane's files do not include Tehran). Gosh, that was a mouthful -- what I'm showing you here is how much Ahmadinejad's vote varied between different precincts in the same city. The ranges are weighted according to the number of votes that were cast in each precinct, so tiny precincts where you might have an odd result here and there will not significantly affect the findings.
In Mashhad, for instance, Iran's second-largest city, Ahmadinejad received less than 37 percent of the vote in 10 percent of the precincts, but also received more than 88 percent of the vote in another 10 percent of the precints. The interquartile range is also quite large -- from 57 percent to 82 percent. This pattern holds across all of these large cities. Indeed, the variance in Ahmadinejad's share of the vote in different precincts within the same city is not particularly smaller than the variance in his vote share across all precincts throughout the country.
If this seems unusual by American standards, it certainly is. For comparison's sake, I present the same analysis for the 10 largest cities in Minnesota in the recent (and disputed) U.S. Senate election in that state. (I'm using Minnesota simply because they have detailed, precinct-level returns available in a place where I know to look for them.) The average precinct in Minnesota contained 707 votes, similar to the 806 per precinct in Iran.
Although Al Franken's share of the vote varied quite a lot between different cities throughout the state, it didn't vary very much between different precincts in the same city. The ranges are very tight -- once you know how Franken did in a particular city, you'll have a pretty good guess at how he did at any given precinct within that city. That isn't so true in Iran.
Why is this relevant? Well, suppose you've rigged an election. The day of the election, you're in a hurry to report nationwide voting totals and declare a winner -- the sooner the better to prevent the opposition from creating drama. A few days after that, in order to give yourself more credibility, you reverse-engineer some plausible province and city-level returns. A few days after that, you back into some precinct-level totals to give yourself even more credibility.
It is not a trivial problem, when you're doing this for tens of thousands of precincts (there are more than 35,000 in Membane's data set), to create the "right" amount of variance between different precincts in the same city, particularly given the constraint that the precinct-level returns must match up to the city- and province-level returns that you reported earlier. If you're not keenly aware of the organic relationships in the levels of variance between precincts and cities, between cities and provinces, you could easily wind up inserting too much or too little noise into the system. It seems plausible that the former was the case in Iran; they set the randomness parameter too high.
With that said, there are also several benign explanations that could account for this. Perhaps society is structured in such a way in Iran that there are strong levels of political disagreement between different parts of the same large cities. Perhaps what is indicated by a "precinct" in Iran is significantly different from the American conception of it. Perhaps this is an artifact of the way that I've constructed the analysis -- the Iranian cities I've reported on are much larger than the Minnesota cities, for instance, although if you amend the analysis to cover cities comparable in size you still get about twice as much intracity variance in Iran as you do in Minnesota. All of these are entirely reasonable explanations -- the most I'm willing to say on the record right now is that this is something which deserves further study.
Still, as we've discovered in a number of different contexts, creating the illusion of randomness is not as easy as you might think.
EDIT: As a commenter points out, this analysis is less persuasive when carried out on, say, Ohio (see below), although the precinct-by-precinct variance is still somewhat smaller than the Iranian case. What we need to know is whether Iran is more like St. Paul, Minnesota, which is relatively homogeneous across different precincts, or more like Columbus, Ohio, which has big divides between black and white and student and nonstudent populations. If the former, this evidence is pretty damning; if the latter, it may be nothing much.
...see also archives, international, iran
6.22.2009
Grassroots Bipartisanship on Health Care
by Ed Kilgore @ 3:14 PMSo the question must be asked: if Barack Obama wants to conduct a bipartisan approach to universal health care, what does that mean in terms of the public option? Killing or watering down the public option in order to (maybe) attract the support of Sen. Chuck Grassley, and not much of anybody else in the congressional Republican ranks? Or maintaining it to appeal to rank-and-file Republicans, who favor it despite the views of their "leaders" and the polarized atmosphere in Washington?
I ask this question because I've felt all along that President Obama's concept of bipartisanship is focused on appealing to rank-and-file Republicans and Republican-leaning independents, not to congressional Republicans. This approach, moreover, forces congressional Republicans to choose between cooperating or, more likely, increasing their polarization efforts in order to hang onto their rank-and-file base, which also tends to increase their isolation from the swing voters they may actually need in the future.
I understand that Obama and congressional Democrats may need cooperation from Grassley or a few others for short-term tactical reasons in the Senate. But ultimately, "bipartisanship" on health care may actually mean looking past congressional Republicans and pitting them against their own supporters across the country, particularly on the public option.
...see also archives, bipartisanship, health care, messaging, obama
Voting With Their Feet?
by Nate Silver @ 2:06 PMThis is presumably mostly a matter of the economic crisis, and since both unemployment and, particularly, housing prices are lagging indicators, the trend will presumably perpetuate itself into 2009 and possibly 2010.
I also play around with the far more speculative notion that red states are kind of uncool now -- most people who move long distances do so when they're young, and Republicans are quite unpopular with young people these days. Then again, maybe it's just that Republicans are following Michelle Bachmann's lead and hiding from the Census Bureau. Anyway, you can read the whole piece over there.
...see also archives, census, redistricting
Special Interest Money Means Longer Odds for Public Option
by Nate Silver @ 5:45 AMSome 37 senators are listed by Howard Dean's website as supporting the public option so far: 36 Democrats plus Olympia Snowe. To Dean's list I add Arlen Specter as a 'yes' vote, based on a recent public statement.
I decided to build a model to explain and predict whether a particular senator supports the public option. The variables in the model are as follows:
-- The senator's ideology, as measured by his DW-NOMINATE score;Below the jump, I explain each of these in a bit more detail.
-- Per capita health care spending in the senator's home state;
-- Lobbying contributions received by the senator from health insurance PACs since 2004.
Ideology. DW-NOMINATE scores measure a senator's ideology on a scale that generally runs from -1 (extremely liberal) to +1 (extremely conservative), although scores slightly less than -1 or slightly greater than +1 are possible under unusual circumstances. These days, the average Democratic senator has a score of -.44, and the average Republican senator a score of +.48.
DW-NOMINATE data has not yet been published for the 111th (current) Congress, so I use data from the 110th Congress instead. For freshman senators, I extrapolate DW-NOMINATE scores by translating (via regression analysis) Progressive Punch scores. Extrapolated scores for freshmen members of the Senate are as follows:
Merkley -.495
Burris -.494
Kaufman -.494
Gillibrand -.483
Udall, T -.472
Udall, M -.420
Warner -.398
Begich -.390
Bennet -.384
Hagan -.353
Johanns +.532
Risch +.534In addition, a special score is required for Arlen Specter, who recently switched parties. Specter's score is extrapolated based on a recent analysis we did of his voting behavior since becoming a Democrat. Specter's score according to this analysis is -.255. This makes Specter the fifth most conservative Democrat, slightly to the left of Evan Bayh and slightly to the right of Tom Carper.Per Capita Health Care Spending. As estimated by the Department of Health and Human Services. We use data from 2004, which is the most recent available. Health care spending varied in 2004 from $3,972 per head in Utah to $6,683 per head in Massachusetts.
PAC Contributions. Based on data downloaded from OpenSecrets.org, a.k.a. the Center for Responsive Politics. Contributions were tallied from two industry codes: F3200 (Accident & Health Insurance) and H3700 (HMO's). Data covers the 2004, 2006 and 2008 and 2010 campaign cycles. The fundraising data is adjusted based on the number of cycles that the senator has participated in as a Congressman (including time spent in the House of Representatives) or as a candidate, where 2010 is treated as 1/8th of a cycle since one quarterly report has so far been filed from the two-year period. So, for example, a senator that ran for and won office in 2006 is treated as participating in 2 1/8th out of a possible 3 1/8th cycles: 2006 as a candidate, and then 2008 and the fractional cycle in 2010 as a senator.
Top recipients of PAC money from these industries since 2004 are as follows:
Senator Cycles PAC $
Baucus (D-MT) 3.125 $141,250
McConnell (R-KY) 3.125 $110,750
Nelson (D-NE) 3.125 $106,123
Kyl (R-AZ) 3.125 $106,000
Gregg (R-NH) 3.125 $103,500
Grassley (R-IA) 3.125 $95,000
Lincoln (D-AR) 3.125 $91,000
Enzi (R-WY) 3.125 $87,000
Chambliss (R-GA) 3.125 $86,750
Ensign (R-NV) 3.125 $85,750
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AVERAGE SENATOR $37,267The model employed is a standard logistic regression with these three variables: ideology, lobbying and health care costs. Ideology is statistically significant at the 99th percent level, PAC contributions at the 95th percent level, and health care costs -- senators in states with more health care spending are more likely to support the public option -- at the 90th percent level. The R-squared for the model is .61, which means that these three variables alone give us 61 percent of the information that we need to predict a senator's position on the public option. The model guessed the senator's position correctly in 87 out of 99 instances.There are several neat things we can do with this. One is to evaluate the impact of insurance industry money on a senator's likelihood of supporting the public option, holding ideology and health care spending in the senator's home state constant. The chart below presents these estimates for a liberal (DW-NOMINATE score of -.6), mainline (-.4) and centrist (-.2) Democrat, as well as for a centrist (+.2) Republican:
Lobbying contributions appear to have the largest marginal impact on middle-of-the-road Democrats. Liberal Democrats are likely to hold firm to the public option unless they receive a lot of remuneration from health care PACs. Conservative Democrats may not support the public option in the first place for ideological reasons, although money can certainly push them more firmly against it. But the impact on mainline Democrats appears to be quite large: if a mainline Democrat has received $60,000 from insurance PACs over the past six years, his likelihood of supporting the public option is cut roughly in half from 80 percent to 40 percent.
(One caution: It's possible that we're confusing cause and effect: perhaps senators receive a lot of money from the insurance industry because they hold conservative positions on health care, rather than the other way around. Although I believe that accounting for ideology should correct for most of this, I'm open to suggestions on an alternative model design that would better be able to disentangle these effects.)
Note that PAC money spent on Republicans is completely wasted insofar as the public option goes. Someone like Jim DeMint is almost certainly not going to support the public option to begin with; you don't need to give him any further incentive to oppose it! Of course, the insurance industry may get its money's worth in other ways, such as by generating more vigorous opposition from these Republicans to more "bipartisan" versions of health care reform.
What happens if we set the lobbying variable to zero for all senators? That is, suppose that the health care insurance industry were prohibited from making political contributions? In that case, the model predicts, 47 senators would currently support the public option, as opposed to the 38 who actually do. In other words, the insurance industry's influence appears to swing about 9 votes against the public option. Whatever number of senators wind up supporting the public option, add 9 to it, and you'll have a decent ballpark estimate for what the level of support might be if not for insurance industry contributions. Note, however, that we haven't attempted to model the impact of contributions from other interest groups, including both pro-health reform organizations such as labor unions or other stakeholders like pharmaceutical companies.
We can also estimate which particular senators are most likely to have been influenced by lobbying money. The following chart presents the model's estimates of the net decrease in a senator's probability of supporting the public option based on the quantity of insurance PAC money that he has received:
The single senator who's position on the public option is most likely to have been changed by lobbying money is Mark Warner of Virginia, who has already raised $69,000 from insurance industry PACs in spite of having been in the Senate for less than six months. Absent industry money, the model estimates about a two-thirds likelihood that Warner would support the public option; with it, the model thinks the chances are very low. Indeed Warner has been mum on the public option to date.
Ranking next on the list is Harry Reid, who has taken some $78,800 from insurance industry PACs and who has also yet to articulate a position on the public option in spite of his status as Majority Leader. If the model is right, Reid's noncommittal stance on the issue might be better conceived of as tacit, if somewhat soft, opposition. Following Reid is Kent Conrad of North Dakota, who has floated a compromise bill that would replace the public option with a co-op system, a version of which the Senate Finance Committee appears likely to adopt.
Some traditional progressive villains, on the other hand, do not rank as highly on the list as you might think. Ben Nelson of Nebraska, for instance, has taken a lot of money from insurance industry PACs, but as a very moderate Democrat from a state with low health care costs, he was not terribly likely to support the public option to begin with. Max Baucus, who leads all current senators in money accepted from the insurance industry, was also somewhat unlikely to support the public option in the first place, but he almost certainly won't be an advocate for it given the money he's received. Taken in this context, one wonders whether Baucus was ever a sincere supporter of the public option, or rather, whether he used the poor CBO score that the Senate Finance Committee's draft bill received (a draft that did not include a public option!) as an excuse not to have to bother with it.
There are 21 senators, all Democrats, who are currently on the fence on the public option; Mary Landrieu, according to Dr. Dean's website, is the only Democrat who has come out more or less officially against it. (Dean's website also lists many Republicans as "undecided", but since all Republicans except Olympia Snowe sent a letter to President Obama stating their opposition to the public option, it is safe to assume they are against it). We can rank these senators according to their modeled likelihood of supporting the public option, in order to give us some sense for who the most likely converts might be.
If the Democrats are operating in a 50-vote environment on health care (which is debatable) then they need to find 12 additional votes for the public option. The easiest pickup, not listed here, is Al Franken, who will almost certainly support the public option and who will probably be seated by the time the Senate votes on health care. The next 11 easiest converts are, in order, Senators Begich, Byrd, Cantwell, Dorgan, Tester, Wyden, (Bill) Nelson, Hagan, Lieberman, (Mark) Udall, and Carper. One also imagines that if a bill with a public option wins the race to the floor, Senator Reid will at some point have grit his teeth and signed off on it.
The other senators on the bottom half of this list are liable to be tough gets. Keep in mind, however, that these probabilities reflect the chances of a senator having come out for the public option already and not necessarily the probability that he will do so in the future. There are a couple of potential game-changers that could shift the momentum on the issue, one of which would be successful intervention by the President and the other of which would be a favorable CBO score on the House's version of the health care bill, which does include a public option.
To repeat myself slightly, given the following three contingencies...
1. A good CBO score for the House (public option) bill;
2. Successful intervention on behalf of the public option by Obama;
3. The willingness and/or ability to proceed in a 50-vote environment, a.k.a. reconciliation
...I believe Democrats need at least two of these three things to occur to make the public option a realistic possibility, and perhaps all three to make it a likelihood.
If none or one of these things occur, progressives are probably better off devoting their energies to deciding whether they prefer Wyden-Bennett or some other "outside-the-box" alternative to the sausage that the Finance Committee winds up making.
To be clear, not all of the opposition to the public option is the result of special interest money. Most Republicans probably oppose it on general principle, and there are a couple of Democrats, like Maria Cantwell of Washington, who have yet to come around to it even though they've taken almost nothing (in Cantwell's case, literally nothing) from the insurance industry. But the money is why, even with 59-60 votes in the Senate and a President with high approval ratings, Democrats are facing an uphill battle on the issue.
...see also archives, fundraising, health care, ideology, interest groups, lobbying, senate, senate democrats
