11.07.2009
House Likely to Pass Health Care Bill Tonight
by Nate Silver @ 7:31 PMUPDATE: (12:54 AM) The bill passes, 220-215; roll call can be found here. Our original projection wound up being really good -- we'd projected 220 Democratic and 2 Republican yeas; in fact there was 219 Democratic and 1 Republican yea. Although, for a variety of reasons, this was a relatively easy projection to make.
...see also archives, health care
11.06.2009
Unemployment Hits 10.2 Percent
by Nate Silver @ 10:11 AMThe data from the establishment survey -- which is completely separate from the household survey by which the unemployment rate is calculated -- wasn't quite as bad. This is the figure that the markets tend to trust more, which is one reason the Dow is slightly up today (although I do think it's somewhat overvalued and has been for a month or so). Still, even the "good" report had the economy shedding another 190,000 jobs.

Not that it necessarily means anything, but there's an odd symmetry to that graph: a period from January through August last year where the payroll deltas were bad, but fairly steady from month to month, and then an inverted peak where things were really awful, and now what looks to be another sort of plateau. January 2008 was the month when the payrolls figure turned negative, and they were at their worst in January 2009 -- if things indeed turn out to be symmetric, that would mean that January 2010 is the last month when the economy is still shedding jobs, and February when it starts creating them.
This stuff ought to be much more of a reason for Democrats to worry than whatever happened on Tuesday. Even if the jobs come back a little faster than expected once the employment picture in fact turns the corner, which I think is possible, voters are liable to be looking at an unemployment rate on the order of 9.5 percent as they go to the polls for the midterms.
Skipping Elections, Strategic Vision Has Not Polled Since Controversy Arose
by Nate Silver @ 6:55 AMThe firm's last poll was issued on September 24th -- one day before the controversy arose. It was a poll of the governor's race and other contests in New Jersey, a state which Strategic Vision has polled frequently for many years, including on 4/22, 6/24, 7/22 and 9/24 of this year. And yet, even as the race drew closer and began to receive widespread national attention, Strategic Vision did not issue any fresh polling. This contrasts with previous patterns in which they had accelerated their polling schedule prior to elections, including the previous gubernatorial election in New Jersey in 2005 when Strategic Vision issued its final poll of the contest on November 2nd of that year.
Strategic Vision's CEO, David E. Johnson, was interviewed by the Washington Times about the Virginia gubernatorial race in late October. And Strategic Vision has issued a couple of press releases on matters unrelated to politics; on October 16th, for instance, they issued a press release to announce that they would be "offering people within the toy industry free thirty-minute consultations to jumpstart their marketing and publicity efforts for the holidays and Toy Fair 2010." But in general, they've had very little public presence over the past several weeks.
One of the facts that may be significant here is that it appears that polling has never been Strategic Vision's main source of income. A search of Congressional Quarterly's Moneyline database sent to me by DavidNYC of Swing State Project turned up just $5,795 in disbursements to Strategic Vision from committees and candidates for federal office since 2004. All came in 2004 from Mike Crotts, a former candidate in Georgia's 8th Congressional District, and none were for polling -- instead, the expenditures were marked as being for website design and advertising. By contrast, the prolific and well-regarded Republican polling firm Public Opinion Strategies had more than $20 million in disbursements over the same period, covering more than 220 clients.
Now, Strategic Vision has clearly gotten some business from polling clients -- the aforementioned series of surveys they did for the Friedman Foundation, for instance. And the CQ Moneyline database will not cover gubernatorial candidates or candidates for other state and local offices. Strategic Vision claims on its website to have conducted polling on behalf of candidates for the U.S. Senate in Kansas and Florida, and candidates for the U.S. House in FL-13 and GA-8, but the identities of the candidates are not specified. An e-mail sent to David E. Johnson inquiring whether the CQ Moneyline database accurately reflected the limited scope of their polling for federal candidates was not returned. In any event, their client list appears to be rather limited, especially when compared with the volume of public polling that Strategic Vision has released, which by its own estimation would have cost it a couple million dollars had it actually been conducted.
The reason this might be relevant is that it may give Strategic Vision more incentive to essentially adopt a "duck-and-cover" strategy and make a quiet exit from the polling business. If Strategic Vision were more dependent on polling clients for its revenues, then it would probably have wanted to make a more vigorous effort to defend its reputation. But in light of their unwillingness or inability to do so, it appears they may have concluded that releasing additional public polling would only invite renewed scrutiny and further damage their reputation. In other words, they may have decided to cut their losses and focus on their original line of business in public relations, presumably hoping that prospective clients in the toy manufacturing or literary services businesses are far enough removed from the political world that they won't care about the possibility that Strategic Vision has faked some or all of their polls.
...see also archives, strategic vision
11.05.2009
The Big 2010 Question
by Tom Schaller @ 4:05 PMBut as I walked back from the Watergate to my Logan Circle neighborhood, I became increasingly convinced that the big question for both parties--and particularly the Democrats--is one I raised this morning on MSNBC's Dylan Ratigan show: How replicable is Barack Obama's precedent-setting presidential coalition in an off-year election?
Visit msnbc.com for Breaking News, World News, and News about the Economy
It's easy to just say, well, it's not replicable. Of course it isn't exactly replicable. The so-called "Obama surge" voters clearly will not turn out at the same rates, and thus not constitute the same proportion of the electorate a year from now that they did a year ago. So the question really is, To what degree, along some continuum between the 2008 presidential electorate and the ones from the 2009 elections this week, will 2010 look like one or other other? And looking backward may provide poor guidance: Because there's never been an electorate assembled like the one Obama did in 2008, we've also never had a post-Obama midterm cycle.
Yes, issues and the economic-political environment and the resources that candidates and parties--money, quality of candidates, messaging, field and contacting operations--will all be contributing factors next November. I will come back in a future posts to talk about which of these factors might buffer the expected Democratic losses, and which might exacerbate them.
But all of these factors are ultimately mediated to some, significant degree by the electorate and its composition. That said, I want to start this series of posts with a very simple question that is, more or less, directed at the Obama White House political operation, and can be rather simply stated: One year out, what are you planning to do in order to safeguard your newly-acquired congressional, gubernatorial and even state legislative majorities?
This question in turn begets a variety of sub- and even sub-sub-questions, for which the following is hardly an exhaustive list:
- On agenda-setting, do you need to constrict the national policy conversation to fewer agenda items, presumably those more finely attuned to the national economic situation, and how can you do that? Even David Frum admits that rising health care costs the past decade consumed potential income gains...but how many Americans truly understand this and, even for those who do, how long are they willing to wait for their incomes to rise again as a result of savings on premiums? Relatedly, for those without an earned income right now, what messages and themes are you planning to deploy if unemployment a year from now is not significantly below 10 percent?
- On candidates--and this question also lands squarely in the laps of DSCC chair Bob Menendez, DCCC chair Chris Van Hollen and DGA chair Brian Schweitzer--are you thinking about where the president will be a co-campaigning, coattail asset and where he will be a drag? Which races will you attempt to localize and which will you attempt to nationalize? Given rising frustration with incumbents, do you need a different strategy for incumbent, challenger and open-seat Democrats? Speaking of potentially open seats, how do you make sure that worried Democratic incumbents do not retire this cycle?
- On contacting and turnout, for downballot Democrats, how much are you going to make available the types of voter and fundraising lists, as well as volunteer tools and tactics generated between late 2007 and Election Day 2008 to elect Obama? Indeed, which sorts of resources are even transferable, which not, and how do you utilize the ones that are? Are you at all worried that the technology chasm you created between the parties in 2008 will narrow or even disappear by 2010, and if so, how worried and what will you do about that?
- On messaging, what will it take to mobilize the "Obama surge" voters? Do they need to have the 2010 midterms contextualized as a safeguard of their votes cast for the president in 2008? How much of their turnout and support is a function of Obama-mania, or whatever you want to call the specific attachment to the president as a political identity/commodity, and how much of it represents a medium- to longer-term established political identity and partisan attachment? Are you surveying these people about their post-election attitudes and concerns? In order not to trigger an older and/or white voter backlash, might you need to use dog-whistle signaling to the younger and more multi-racial "surge" voters to get them to turn out in 2010, and if so, how will you do that?
Independent Voters and Empty Explanations
by Nate Silver @ 11:05 AMThe trend here is that suburban and independent voters moved into the GOP column. The overall shift away from Democrats was 13 points in Virginia, 12 points in New Jersey, and eight points in Pennsylvania. [...]The Washington Post:
Looking ahead, the bad news for Democrats is that the legislation that helped lead to the collapse of support for their party on Tuesday could yet inflict more pain on those foolish enough to support it.
But moderate and conservative Democrats took a clear signal from Tuesday's voting, warning that the results prove that independent voters are wary of Obama's far-reaching proposals and mounting spending, as well as the growing federal debt.Jim Cooper (Blue Dog-TN)
"Lesser mortals need to be worried about their independent voters because they have shifted strongly against Democrats in recent months. Independent voters tend to look at the issue, not the party, and they don't like a lot of what Congress has done."This is what passes for analysis nowadays.
Why did Democrats lose in Virginia and New Jersey on Tuesday? Because independent voters moved against them, say the pundits.
This is true, insofar as it goes; Democrats lost independents nearly 2:1 in the gubernatorial race in Virginia, and by a 25-point margin in New Jersey.
But it doesn't really tell us very much. It's a lot like saying: the Yankees won the Game 6 last night because they scored more runs than the Phillies. Or: the unemployment rate went up because there were fewer jobs.
In almost every competitive general election, the party that loses the contest has also lost independent voters. This is because most people (although less so in gubernatorial elections) vote strictly along party lines: the Democrat might be all but guaranteed 80 to 90 percent of the Democratic vote, and the Republican 80 to 90 percent of the Republican vote. Except in certain regions of the country where one or another party encompasses a particularly wide range of ideologies (such as NY-23's Republicans or vestigial "Solid South" Democrats), it's independents who swing the vote, since they represent the overwhelming majority of the votes which are up-for-grabs. This must necessarily be the case.
But in politics, it's not the proximate cause we're interested in but the ultimate one. Yes: independents went mostly for Republicans in New Jersey and Virginia (we could have inferred this without having to look at the exit poll). Yes, this "caused" the Democratic defeats. But what caused the independents to move against the Democrats? That's what we're really interested in, since that's what will have implications for future elections.
Too often in "mainstream" political analysis, once it is pointed out that independents have swung in one or another direction, the analysis stops. The pundit inserts his own opinion about what caused the independent vote to shift ("Obama's far-reaching proposals and mounting spending", says the Washington Post), without citing any evidence. It's a neat trick, and someone who isn't paying attention is liable to conclude that the pundit has actually said something interesting.
But in New Jersey, there's literally almost no evidence that the Democrats' agenda had anything to do with Jon Corzine's defeat. Voters who cited a national issue were more likely to vote for Corzine, and voters who cited a local one, the Republican Chris Christie.
In Virginia, the evidence is certainly a little stronger, insofar as the national agenda may have affected the lopsided turnout (the electorate which turned out Tuesday had voted for John McCain by 8 points, a near-reversal of the actual results). Even there, however, the quarter of the electorate that cited health care as their main issue went for the Democrat Deeds 51-49. And in NY-23, which was supposed to have been the ultimate smackdown of the Democrats' agenda, the
Part of the problem is that 'independents' are not a particularly coherent group. At a minimum, the category of ‘independents’ includes:
1) People who are mainline Democrats or Republicans for all intents and purposes, but who reject the formality of being labeled as such;These voters have almost nothing to do with each other and yet they all get grouped under the same umbrella as 'independents'.
2) People who have a mix of conservative and liberal views that don’t fit neatly onto the one-dimensional political spectrum, such as libertarians;
3) People to the extreme left or the extreme right of the political spectrum, who consider the Democratic and Republican parties to be equally contemptible;
4) People who are extremely disengaged from politics and who may not have fully-formed political views;
5) True-blue moderates;
6) Members of organized third parties.
But that's getting away from the point. Independent voters are treated as a cause, when all that they really are is a symptom. The key is in figuring out what ails the patient.
...see also 2009 elections, agenda, archives, independents, meta
Congressional Foreign Politics
by Renard Sexton @ 7:00 AMRegardless of the merits of the report or the resolution, the 344-36 final vote with 22 voting present (30 not voting) signified widespread support in both parties for the House's rejection of the document.
The role of the legislative branch in the development of foreign policy is constantly changing, based in part on the interest and timeliness of the Congress and in part of the relevance of Congress' main tools to issues at hand. The political aspect plays a major role as well, with members of Congress eager to vote on resolutions that bolster their standing in their home districts, without bearing the brunt of responsibility for the impacts.
For making a serious impact, however, veteran congress-people identify a few key tools that the legislative branch has to adjust the foreign policy priorities and actions by the executive. The last two, treaties and appointment holds, are restricted to the Senate.
1. Power of the purse: On large scale initiatives, such as the wars in Afghanistan and Iraq, the use and deployment of weapons systems, troops or warships, Congress can delay, deny or put guidelines using appropriations measures. The most recent major example was a slew of amendments and bills with regard to the Iraq war, which was largely unsuccessful at actually changing US activities in the country. This strategy requires constant pressure on the President by Congress as well as strict spending guidelines, and therefore requires a great deal of political capital and commitment.
2. War powers: Congress has the power to "declare war," and "call forth the militia," though in modern practice, this authority is rather unclear. In conventional activities of the US military against another country, such as the 1991 Gulf War and the 2003 Invasion of Iraq, Congress' purview of the main operation was clear. However, for many military activities of the US abroad, conventional war authorization is not particularly relevant. For example, after September 11th, Congress passed a resolution authorizing the " Use of Military Force Against Terrorists," which has been interpreted in quite broad terms.
3. Individual lobbying: Congress(wo)men and Senators, particularly those on the Foreign Relations committees, are able to travel around the globe and bring back to the President pet causes, whether localized (hunger in a rural developing country) or more broad (e.g. human rights violations against the Tibetans).
4. Senatorial holds on Presidential appointments: In the Senate, preventing executive appointments to sensitive positions, such as a senior staff to key departments or ambassadors abroad, can be used for leverage.
5. Senate's treaty powers: The U.S. Constitution requires that all treaties be approved by the Senate by 2/3 majority before they become law. Ignoring that the legal question of what qualifies as a "treaty" has had a long and circuitous history, the fact is that many agreements negotiated with foreign governments include consultation with the Senate, whether an official vote is held or not.
Since the President often plays the dominant initiating role on most foreign policy issues, he or she therefore holds the majority of political responsibility (read: risk) for the success or failure of the initiatives. As the leading edge, the executive has to deal with the nuances of diplomacy and foreign engagement, while in the background, Congress can deal in more black and white absolutes that are more linked to politics than policy. For example, the debate over restricting funding for the Iraq war in the 110th Congress (2006-2007) was framed in terms of withdrawal or surge, with little gradation in between.
As a result, there is often little risk for Congress to pass aggressive yet myopic policy resolutions or amendments, even in cases where the impact on U.S. actions is real. But when the time comes for re-election, there is adequate ammunition for touting strong commitment to ideals, defense and allies.
In the case of the Goldstone report, it is possible that the actual contents of the report did not matter much to most voting members. Except for the relative few who are closely engaged on the Goldstone report itself, for example Minnesota Democrat Keith Ellison, the roll call was merely a "Pro-Israel or not" vote, supported by both the Democratic and Republican leadership as a point of bipartisan cooperation. In fact, apparently the initial mark-up of the bill had a number of factual errors in it, such as characterizing the Goldstone mission as investigating only the Israeli conduct in the operation rather than both Israel and Hamas, which were only corrected after the author wrote a letter to the bill's sponsors.
Given that the House's effort on this is largely symbolic, using none of the tools discussed above, it is clear that the resolution is largely rhetorical. But the question remains about what kind of action the current Congress would take if they were intent on solidly changing the Obama administration's approach on something broader, such as the Iran negotiations or the Afghanistan conflict. Would they follow a similar path as was taken in 2006 and 2007, which failed to change the Bush administration's conduct of the Iraq war? Or would a different track be taken, perhaps threatening to reduce or change the 2001 anti-terrorism war resolution or more informal techniques such as Senatorial blockage?
Nonetheless, with many incumbents looking vulnerable going into the 2010 midterms, it could be that Congress does not really want to engage in foreign policy making in the short term, instead focusing on the soft-edge political votes like the one from Tuesday. For a case like Afghanistan or Iran, there may be simply too much risk for little reward, particularly in a political environment where domestic issues continue to dominate.
---
Renard Sexton is FiveThirtyEight's international columnist and is based in Geneva, Switzerland. He can be contacted at sexton538@gmail.com
...see also archives, foreign policy, international
11.04.2009
DGA Chief Says Dems "Carry Burden of Proof"
by Tom Schaller @ 4:17 PMHere is a quick summary of his comments today, as best and as quickly as I could type them:
“As you can imagine, there are about a 1,000 things I’d rather be doing today than discussing last night’s results," he opened. "One thing you learn in politics is that you have good nights and bad nights."
He said that the DGA is trying to “learn what you can from results, but not dwell on them,” adding that they are “disappointed, but not discouraged.” He twice pointed out that New Jersey and Virginia are historically counter-trending states—that the two states have elected governors from the opposite party controlling the White House for the past 24 years, arguing that it “would have been an upset for us to win.” He said they were turning the focus immediately to the 37 governors races on the ballot 2010.
In what sounded like a prepared statement, Daschle went on to say it was “important to draw lessons but not over-analyze” the results, which he said did not support: (1) the conclusion that there’s a Republican resurgence, again noting the counter-trending of the two governors’ seats relative to the party controlling the White House; nor (2) the idea that President Obama “is politically wounded,” saying it was not a political referendum on the White House; nor (3) that “Democrats are in trouble for 2010,” citing polls in New Jersey showing that Jon Corzine won on the “economy” yesterday but lost because “other issues superseded the economy.”
There are three fair conclusions to draw, however, he said:
- It’s a reminder that “Democrats carry a burden of proof” to deliver real results, specifically in “creating and saving jobs, and restoring prosperity.” He added later, during the question-and-answer period that he believes it a tough time for incumbents, but that that “cuts both ways” for Democratic and Republican governors or gubernatorial candidates next year, especially given that 48 states are presently running budget deficits.
- Second, it’s a reminder that "federal issues are a matter that, as the majority party, we need to show that we are a party of actions, not rhetoric." Later, during the question and answer, he expanded on this theme in response from a question from US News reporter Dan Gilgoff, saying that the DGA has been advising their candidates that "if the Republican opponent is trying to box you in on federal issues it is because they have no policy or platform of their own on state issues."
- Finally, it showed that the “Republican Party is still in disarray and not ready to take over. They are very much still a house divided,” he said, dropping references to Rush Limbaugh and Michael Steele and reiterating the common Democratic talking point that the GOP is the “Party of No.”
“If there’s a silver lining, it’s that we conserved our resources. We spent half what the RGA spent,” said Daschle. “It was the right call because neither race would have been helped by more spending.” He said the DGA spent $4 million in VA to the RGA’s $5M, and about $3.5 million in New Jersey to the RGA’s $7 million.
I asked Daschle whether he thought Bob McDonnell’s strong performance in the Northern Virginia counties was a byproduct of his local ties there or some larger change in partisan support in these counties which helped Democrats Jim Webb, Mark Warner, Tim Kaine and Barack Obama all carry the state. “I think it was always something of a misnomer that Virginia had become a Democratic state,” he said. As for NoVa voters, he specifically added that “those voters respond to optimistic messages and positive messages and care about how public officials are going to their lives better. The fact that [McDonnell] came from Northern Virginia and reminded people of that in all his signs didn’t hurt. Voters in that part of the state respond to positive, optimistic economic messages.”
Turning to the House, Democrats were more upbeat after winning the two special elections. Democratic Congressional Campaign Committee chairman Chris Van Hollen (MD-8) said this about the New York 23rd district race that received nationwide attention:
"Congratulations to Congressman-elect Bill Owens on his remarkable victory. Voters in New York's 23rd District responded to Bill Owens' message and track record of creating jobs and attracting economic development to Upstate New York.Finally, the RSLC's Carrie Cantrell, who spoke with 538 Friday, was enjoying a partisan victory lap today. The RSLC issued a press release which reads in part:
"This election represents a double-blow for National Republicans and their hopes of translating this summer's ‘tea party' energy into victories at the ballot box. Not only did eight extreme right-wing groups spend more than $1 million to drive the moderate Republican - and the NRCC's chosen candidate - out of the race. Now, after losing a seat that was held by Republicans for nearly 120 years, they have to deal with an emboldened and well-funded far right-wing that refuses to tolerate moderate Republicans with differing opinions."
Voters across the country last night from New Hampshire to Washington state sent a loud and clear message--Americans want a limited, less overreaching government. Not only did Republicans win all three statewide offices in Virginia for only the second time in history, but gains were made by Republicans in state legislatures in Virginia (+6), New Hampshire (+1), New Jersey (+1), Michigan (+1) and Washington state (+1). The Republican State Leadership Committee, the nation’s largest caucus of Republican state leaders, contributed more than $2.2 million to state races across the country this year and focused on a new media strategy to heighten awareness of these races.So that's a roundup of how the parties are spinning yesterday's results.
“There will be a lot of talk about what last night’s election means. One thing is crystal clear--the American people have had enough. These overwhelming victories in ‘blue states’ are the result of strong Republican candidates providing commonsense solutions to the real problems facing all Americans,” said Republican State Leadership Committee (RSLC) President Scott Ward. “Our candidates listened to the voices of the people, and offered a clear vision of fiscal responsibility and economic growth that attracted not only Republicans, but Independents and Democrats as well, to our winning cause. They understand taxpayers are the owners of the government – and that the government ought to let individuals determine their destiny rather than government gimmicks that reduce their freedoms.”
New Jersey ≠ Virginia
by Nate Silver @ 12:28 PMBut the outcome of the gubernatorial contests in the two states yesterday was very different -- even though both were won by Republicans.
In New Jersey, you had an extremely unpopular incumbent -- Jon Corzine -- who had never particularly clicked as a governor, and who's approval ratings crossed into the red in February, 2008. In Virginia, you had an open seat race to replace an outgoing, and in fact fairly popular Democratic governor.

In New Jersey, you had an electorate that gave Barack Obama a 57 percent approval rating -- the identical fraction to the 57 percent that elected Obama last November. In Virginia, Obama's approval rating was 47 percent, a significant drop from the 53 percent of the vote that he earned.
In New Jersey, it was Jon Corzine who tried to nationalize the race, making sure that everyone knew that Chris Christie was a Republican. And insofar as this went, it worked: voters who said their main issue was health care went for Corzine 78-19 (!), according to exit polls, and he won voters focused on the economy and jobs 58-36. Christie won because he focused on two local issues that are very important to New Jerseyans -- corruption and property taxes, and won overwhelmingly among voters who keyed in on these issues. In Virginia, meanwhile, it was Bob McDonnell who won the economy voters -- 57-42, and the candidates split the vote among those most concerned about health care.
In New Jersey, 27 percent of the electorate was nonwhite, exactly identical to the proportion from a year earlier. In Virginia, the percentage of nonwhite voters dropped from 30 percent to 22.
In Virginia, the Republicans swept the downballot races, and are projected to have made a net gain of five seats in the House of Delegates. In New Jersey, Democrats are only expected to lose one seat in the state's legislature.
Most obviously of all, in New Jersey you had a candidate losing by 4 points, while in Virginia you had one losing by 18. In New Jersey, you do have to pick and choose an explanation for Corzine's defeat -- and the evidence points overwhelmingly toward local factors. In Virginia, it would be irresponsible not to pick all-of-the-above: absolutely, Deeds was a poor candidate and McDonnell a good one; absolutely, Democrats had huge turnout problems; absolutely, Virginia has a tendency to be counter-cyclical in its gubernatorial elections. But absolutely also, national issues played a role, and damaged the Democrats.
Ironically, though, because the outcome in Virginia was not close and the one in New Jersey was, it's the latter race that has received more attention. And many of the explanations that actually do apply to Virginia -- where Creigh Deeds got clobbered -- have been superimposed onto the Garden State, with no basis in the evidence. I live in Brooklyn and watch sports every Sunday and saw every freakin' one of Chris Christie's commercials a dozen times over, the only redeeming facet of which was that there were moderately less putrid than Corzine's. Not once did Christie mention Nancy Pelosi or Harry Reid or the Democrats' health care plan or the stimulus package -- and a good thing he didn't, since this wasn't what New Jerseyans were concerned about.
If you're a Chief-of-Staff for a conservative Democrat in Congress, you have two relevant data points to look at from Tuesday: Virginia, which is undoubtedly a little scary, and NY-23, which ought to be rather relieving. Certainly, there were a whole host of local factors and unusual contingencies on the ground in NY-23. But it also spoke to the limitations of conservative populism (CP) as an electoral instrument. (You can call the CP's 'teabaggers' if you want, but my term is both more neutral and more descriptive.) There's not really any evidence that the CP movement is yet anything more than an isolated and regional one. It will almost certainly have some implications in the South -- and if I were a Democratic Congressman there, I'd be very nervous. But only 18 of the 52 Blue Dogs in fact come from the South, and if I were a conservative Democrat in California, or South Dakota, or Michigan, I'd be feeling rather relieved.
...see also 2009 elections, archives, governor, new jersey, ny-23, populism, tea parties, virginia
All Politics is Local, Ctd.
by Nate Silver @ 9:22 AMCorzine, for his part, ran a polarizing campaign; every time Christie's name appeared in one of his commercials, it came with a scarlet (R) -- for Republican -- attached. Republicans are not popular in New Jersey, but local issues drove the race.
Whereas three-quarters of Corzine's voters cited a national issue -- health care or the economy -- as their primary reason for voting for him, two-thirds of Christie's picked a local one (property taxes and corruption).
...see also 2009 elections, archives
What Happened and Why?
by Nate Silver @ 2:43 AMVirginia Governor: Republican Bob McDonnell wins by 17 points, toward the upper end of the range predicted by the pollsters, although not to anybody's great surprise. Democrats had major turnout problems here; exit polls show that the electorate which turned out in Virginia supported McCain in last year's election 51-43, almost exactly the opposite of the actual margin. But Deeds also appears to have been the weaker candidate. The electorate was roughly spit on approval of Obama, but 20 percent of those who approved Obama nevertheless voted for McDonnell, while just 5 percent of those who disapproved Obama voted for Deeds.
New Jersey Governor: Republican Chris Christie wins 49-45. We had (somewhat tentatively) characterized the race as leaning Christie on the basis of superior enthusiasm and the incumbent rule. Corzine never polled at better than 44 percent in any individual poll of the race. It looked for a time like 44 or 45 percent might nevertheless have been enough to win him the election, but support for the third party candidate Chris Daggett collapsed, leaving him exposed.
Obama approval was actually pretty strong in New Jersey, at 57 percent, but 27 percent of those who approved of Obama nevertheless voted for someone other than Corzine. This one really does appear to be mostly about Corzine being an unappealing candidate, as the Democrats look like they'll lose just one or two seats in the state legislature in Trenton. Corzine compounded his problems by staying negative until the bitter end of the campaign rather than rounding out his portfolio after having closed the margin with Christie.
NY-23: Democrat Bill Owens prevails in a result that will be regarded as surprising; the final tally isn't in yet but it appears as though it will be something on the order of 50-45 over Conservative Doug Hoffman. I don't think I've ever hedged more on predicting the outcome of a race; the main issue is that there was a rather large discrepancy between the polling, which heavily favored Hoffman, and what I perceived to be the facts on the ground. NY-23 is solidly Republican but not especially conservative (it voted for Barack Obama last year), and Hoffman was a relatively uncharismatic candidate with poor command of the local issues.
If New Jersey was a win for the incumbent rule, then NY-23 may have ben a win for the Median voter theorem, as Owens -- a conservative Democrat -- was actually much closer to the average ideology of the district than the capital-C Conservative Hoffman. It was also a reminder that all politics is local (sometimes). More than 95 percent of Hoffman's contributions came from out-of-district, and the conservative activists who tried to brand him as a modern-day Jefferson Smith never bothered to check whether he resonated particularly well with the zeitgeist of the district. In any event, this is a Democratic takeover of a GOP-held seat and they expand by one their majority in the House.
CA-10: California Lieutenant Governor John Garamendi has been declared the winner. His lead as of this writing is 10 points, almost exactly matching the margin in the only poll of the race, but smaller than the margins by which retiring incumbent Ellen Tauscher had grown accustomed to winning. Both sides will breathe a bit of a sigh of relief here: Democrats for avoiding an embarrassingly close result -- although 10 points is closer than it "should" have been -- and Republicans for not having to second-guess themselves for their decision not to put money into the race.
Maine -- Question 1. Maine votes Yes on Question 1 -- which means no on gay marriage -- by a margin of about 52-48. Turnout was extremely high and should eventually surpass 500,000 voters, about where it was during the 2006 midterms. This fact was initially thought to favor the pro-gay marriage side -- but, obviously, it didn't. The results showed a very strong urban-rural divide, with the initiative being rejected by a margin of about 2:1 in Portland but racking up big margins in smaller towns and rural areas, especially in the north of the state.
We had given Question 1 about a 70 percent chance of being defeated based on a combination of an analysis of the polling and a statistical model. I don't know how much time I'm supposed to spend defending being on the wrong side of a 70:30 bet -- we build in a hedge for a reason -- but here comes a little self-reflection. As for the polling, I think we have to seriously consider whether there is some sort of a Bradley Effect in the polling on gay rights issues, although one of the pollsters (PPP, which had a very bad night in NY-23) got it exactly right. As for the model, I think I'll need to look whether the urban-rural divide is a significant factor in a state in addition to its religiosity: Maine is secular, but rural. At the end of the day, it may have been too much to ask of a state to vote to approve gay marriage in an election where gay marriage itself was the headline issue on the ballot. Although the enthusiasm gap is very probably narrowing, feelings about gay marriage have traditionally been much stronger on the right than the left, and that's what gets people up off the couch in off-year elections.
I certainly don't think the No on 1 campaign can be blamed; by every indication, they ran a tip-top operation whereas the Yes on 1 folks were amateurish. But this may not be an issue where the campaign itself matters very much; people have pretty strong feelings about the gay marriage issue and are not typically open to persuasion. There's going to be an effort by many on the left to blame Barack Obama for his lack of leadership on gay rights issues; I think the criticism is correct on its face, but I don't know how much it has to do with the defeat in Maine. A more popular Democratic governor, for instance, who had been a bit quicker on the trigger in his support of gay marriage, might have helped more.
Washington -- Referendum 71: Moreover, it actually wasn't all that bad an election for gay folks. Sources differ as to whether the race has officially been called or not, but it appears that Referendum 71, which expands domestic partner rights to an everything-except-marriage standard in Washington, will be Approved. The initiative leads by only about 22,000 votes right now, but about a third of the outstanding vote is from Seattle's King County, which supports it heavily. I wonder to what extent measures like Referendum 71, which is sort of a separate-but-equal compromise on the gay marriage question, will come to be seen as an acceptable alternative by either side.
New York City -- Mayor: Mike Bloomberg wins a third term, but the margin is stunningly close -- just five points over Democratic rival Bill Thompson. Looking at the exit polling, however, I actually think the interpretation of this race is relatively straightforward. Voters in the exit poll approved of Bloomberg's performance 70-29, but a quarter of those who approved of Bloomberg voted against him anyway. Why? Because 58 percent of voters said that Bloomberg's decision to change the city's term limits law to enable him to seek a third term was a significant factor in their vote, and those voters broke against him 2:1.
Everybody's talking about reverberations here in New York City, although it's not exactly clear what they'll be, since most people are perfectly satisfied with Bloomberg's job performance. One of the more obvious ones is that you may see a high profile Democrat, perhaps someone from the Congress, running for this seat in 2013.
...see also 2009 elections, archives, gay rights, incumbent rule, maine, median voter theorem, new jersey, ny-23, nyc, virginia, washington
11.03.2009
NY-23 Results by County; Democrat Owens Appears Poised for Victory
by Nate Silver @ 11:41 PM
Note that the major outstanding stash of votes is in St. Lawrence County, where Owens has done very well all evening. There are also a goodly percentage of the vote left in Lewis County, where Hoffman leads 52-43, but there just aren't that many voters there.
Most of the 5,800 or so absentee ballots throughout the district also haven't been counted; I don't know who that favors. But it looks to me like Hoffman is going to fall further behind when the rest of St. Lawrence comes in (which may not be until tomorrow; they've had some machine problems there) and the absentees -- of which Scozzafava will have a decent share -- won't be enough to help him.
With mucho caveats, as always. I'm just one guy here trying to cover seven elections at once and call 'em as I see 'em in real time.
EDIT: For instance, Watertown is not in St. Lawrence County, as I previously reported. Hence, the caveatting.
UPDATE: Fox News has called it for Owens.
UPDATE: There's been some confusion about the number of absentee ballots in the district. 10,000 were sent out, but 5,800 were returned.
...see also 2009 elections, archives, ny-23
Still Too Close to Call in New Jersey (Update: Apparently Not?)
by Nate Silver @ 9:36 PM
Taking an unweighted average in these counties, Corzine is running about 8 points off his pace from four years ago, when he won 53.5 percent of the vote. That would put him at 45.5 percent -- probably not quite enough to win -- but this is an imprecise analysis for a number of reasons and Corzine's numbers are holding up a bit better in the more vote-heavy counties in North Jersey. And I don't know to what extent absentee ballots are included or not included in this count, which were thought to favor Corzine.
EDIT: Err... apparently not, as the AP has called the race for Christie. Other networks have not so far. But I'm looking at this one-dimensionally -- comparing percentages, but not turnout -- whereas hopefully they're looking at both factors.
...see also 2009 elections, archives, new jersey
Deeds v. Obama in Virginia
by Nate Silver @ 7:58 PMCounty_______ Deeds Obama
King & Queen_ 41.0 51.8
Prince Edward 44.9 54.3
Westmoreland_ 41.4 54.6
Wythe________ 27.3 32.9
Lexington____ 60.5 62.2
Williamsburg_ 54.6 63.8
Winchester___ 39.2 52.0
AVERAGE______ 44.1 53.1These counties are actually fairly representative -- Obama won 52.6 percent of the vote in Virginia overall -- so it looks like Deeds is going down to defeat on the order of 56-44. This is why some of the networks are starting to call the race.
...see also 2009 elections, archives, virginia
Election Night Overview
by Nate Silver @ 6:20 PM
Polling averages are from Pollster.com, except for CA-10 and Referendum 71 where there's only one recent independent poll available and I'm just listing that verbatim. Our previews of the races can be found at the links below:
Virginia
Maine Question 1
New Jersey
NYC
NY-23: (original; revised; re-revised)
CA-10
Washington Referendum 71
Consider this your 'homethread' for the night. There will of course be frequent updates, although some of the shorter stuff I'm going to post to the sleeping giant that we call the 538 Twitter feed. You don't have to go offsite to see the tweets as they're also contained in the box in the top RH side of the page.
I will be on WNYC periodically throughout the night, and on Morning Meeting (MSNBC) again tomorrow from 9-11 AM.
Have fun and play nice -- this is turning out to be a much more interesting election night than it looked like it would be even a few weeks ago.
...see also 2009 elections, archives, site
2009 Elections Preview: Washington Referendum 71 (Domestic Partnership)
by Nate Silver @ 4:19 PMThe Positions: An Approve (Yes) vote upholds the expanded domestic partnership rights approved by the state legislature. A Reject (No) vote withdraws those rights and benefits, although it does not overturn domestic partnership itself.
The thing to notice is that the language is the functional opposite here of what it was in Maine or California. An affirmative (approve) vote is good news for same-sex couples, and a negative (reject) vote is bad for them. This has caused some confusion; one pollster has stated that as much as 10 percent of the electorate might vote in a way opposite to their true intentions.
The Polls: The only independent polling in the race is from SurveyUSA, which shows the Approve side winning 50-43, an improvement from 45-42 a month ago. GQR also polled the race on behalf of the pro-domestic partnership group Washington Families Standing Together and showed it passing 53-36, although the usual caveats apply as this is a nonindependent poll.
Analysis: Washington is similar to Maine in certain respects, being white and fairly secular, and since I think the pro-gay marriage side is more likely than not to prevail in Maine, you might think I feel the same way about the initiative in Washington state. Indeed I do feel that way, although the initiatives are not directly comparable. On the one hand, Referendum 71 does not go as far as Maine's Question 1 or California's Proposition 8 since it seeks to reaffirm an "everything but marriage" bill that does not formally bestow the title of marriage upon same-sex couples. On the other hand, a rejection of the referendum would not overturn Washington's 2007 domestic partnership law, but instead only the expanded, marriage-like benefits that were afforded to those couples this year.
Were Washington to vote on a measure to ban domestic partnership outright, it would almost certainly fail and fail badly: by a 58-42 margin, according to my statistical model. A measure to ban gay marriage but not domestic partnership would be much closer; I have such a measure failing 52.5-47.5, but there is a good deal of uncertainty there, and in an off-year election the numbers might be closer to 50:50. Referendum 71 appears to be polling somewhere in between those two goalposts, which makes sense, since it takes Washington somewhere in between domestic partnership and full-blown marriage.
There is also arguably less uncertainty about the outcome in Washington than in Maine. This is because, as in California, most Washingtonians vote by mail, and SurveyUSA has the Approve side leading 53-42 among those who have already voted. A small bit of good fortune for the Approve side is that there is a highly competitive mayoral race in Seattle, which might encourage turnout in that obviously very liberal corner of the state.
The Odds: Although there is a lot of uncertainty in both the polling and the statistical model because of the ambiguity of the measure under consideration, they do tend to point toward the same result: Referendum 71 passing by a margin on the order of 7-10 points. Coupled with what appears to be movement toward the pro-domestic partnership side -- which may reflect voters familiarizing themselves with the language of the ballot -- and what also appears to be an advantage for the Approve side in votes collected thus far, Referendum 71 appears to be fairly safe. I would give about 10-1 odds against its being rejected.
...see also 2009 elections, archives, ballot initiatives, gay rights, washington
Isn't 2009 More About the GOP?
by Tom Schaller @ 3:36 PMOK, OK, I'm exaggerating for effect. But if the 2009 cycle is a referendum on either party, isn't more of a referendum on the Republicans? Or perhaps, more precisely, a referendum for Republicans about the meaning of Republicanism?
Yes, elections are typically--and rightly--a referendum on the policy performance of the in-power majority party. But during an election cycle, and particularly in the primaries leading up to the general, it is the out party that is working out its issues and kinks, trying on its new or reconfigured identity. This was certainly the storyline when liberal Democrats were backing people like Ned Lamont back in 2006.
That said, consider that the GOP nominees in the three highest-profile races today--Virginia's Bob McDonnell, New Jersey's Chris Christie and New York 23's Dede Scozzafava--represent three variations on the question of what ails the GOP and how to fix it. Moving from center-right to right, lets' take a look at each model:
- The McDonnell model: reform the establishment GOP from within as an insider and consensus-builder who moves to the middle. McDonnell is the most conventional and establishmentarian of the three. He came up through the normal channels as a law-and-order attorney general, touted his Fairfax roots in an effort to appeal to the key swing region of Northern Virginia, avoided culture war appeals and focused on meat-and-potato issues like taxes and transportation. Granted, his avoidance of culture war politics was as much a necessity as a choice, given the potentially toxic issue of his graduate thesis controversy. But he didn't run on a divide-and-conquer, base-oriented, Bush-era strategy. He proved able to appeal to the party's base and middle as well as independents.
- The Christie model: reform the establishment GOP by running as a solid conservative. Next comes Christie, who also ran as a party man. He's not the non-traditional conservative firebrand that Steve Lonergan, whom he beat in the GOP primary, is. But Christie isn't Christine Todd Whitman either, and he doesn't strike me as any less conservative than McDonnell, although he's running in a more liberal state than McDonnell. Christie may still beat Corzine, whose background as a Goldman-Sachs millionaire is a tough sell right now. But Corzine may hold on.
- The Hoffman model: revolt against the establishment GOP from the outside with a third-party candidate, consequences for the GOP be damned. Hoffman may win, too, but he ran outside the GOP. Defenders will say the party's choice of Dede Scozzafava gave him and his conservative backers no choice. But that's not entirely true: They could have supported her and worked to move her toward their positions to earn that support. Whatever the case, the establishment choice was viewed as such an affront--an apostate--that something radical had to be done...and if that meant doing it outside the confines of the party, so be it.
No matter what, because of the Hoffman-Scozzfava dustup, Republicans will not win all three of these races. And if Christie loses, the GOP will go 1 for 3. That may be the most telling lesson of all in terms of how the party needs to re-build. Whatever the results tonight, it seems to me that 2009 is the year of the Republicans almost by definition because these contests represent a broader, intramural contest to define GOP's future strategy and identity.
I'm not saying the the Democratic nominees, the way they ran their campaigns, or state and national issues are or were meaningless. They're not, of course. And I'm not saying voters in these elections have no opinions about the president, or are not voicing those opinions through their votes. But 2009 is about the GOP.
...see also archives, bob mcdonnell, chris christie, creigh deeds, jon corzine, obama, republican governors, resurgent republic
2009 Elections Preview: CA-10
by Nate Silver @ 12:30 PMThe Candidates: California Lieutenant Governor John Garamendi, Democrat
David Harmer, Republican
Various minor party candidates
The Polling: The only poll of the race, from SurveyUSA, shows Garamendi with a 50-40 lead.
Analysis: The ballyhooed race in New York's 23rd Congressional District is not the only special election today; voters will also go to the polls to select a successor to Ellen Tauscher in California's 10th Congressional District in Northern California's inland East Bay. Actually, they've already been going to the polls, or at least to their driveways, since a majority of the voters in the district are expected to use California's vote-by-mail option.
On paper, this race ought not to be close. Against Republican opponents in 2004, 2006 and 2008, Tauscher was re-elected with margins ranging from 65.2 to 66.5 percent of the ballots. In the special "jungle" primary in September, five Democratic candidates earned a collective 64.4 percent of the vote (closely matching Tauscher's historical figure), with Garamendi taking the fairly narrow plurality at 25.7 percent. The district went for Barack Obama nearly 2:1 last November, and Democrats have a 47-29 registration edge in the district. Garamendi, being the state's Lieutenant Governor, is quite well known, and had previously been considering a gubernatorial bid.
Still, the Republicans have made it a somewhat competitive campaign, with Harmer collecting a respectable $670,000 toward the race, not that far behind Garamendi's $942,000. The SurveyUSA poll shows them within 10 points. The district did vote for Arnold Schwarzenegger by an 18-point margin in 2006. And Garamendi has one major liability: he is associated with S-a-c-r-a-m-e-n-t-o, that horrible place where budgets and incumbents go to die. Could Harmer actually pull off the upset?
It's not very likely. The most immediate problem is that 51 percent of the district has already voted, according to SurveyUSA, with those votes going to Garamendi by 10 points. Now, to be clear, these aren't "hard" numbers -- this is still just a poll, with all the usual inexactitudes owing to sampling error and the like. But the Garamendi campaign claims that there have been 25,000 Democratic absentee ballots returned so far to 19,000 Republican ones -- not, actually, all that impressive a margin for the Democrats, but probably enough to keep them out of trouble. Indeed, the fact that voting is comparatively easy in California because of mail balloting ought to hedge against the possibility of hugely lopsided turnout in this heavily Democratic district.
Meanwhile, independents who are dissatisfied with Garamendi will have the option of voting for the Peace and Freedom or Green Party candidates, which may hold down Garamendi's margin but also take potential votes off the table from Harmer.
A final point: I'm not a huge fan of this inference-by-absence stuff, but the fact that the NRCC is not putting much effort into the race suggests that they don't think it's winnable. If Harmer had some internal polling showing himself within striking distance, you'd certainly think they'd have thrown a few hundred thousand in.
The Odds: I might take about a 15-1 flier on Harmer -- and if Republicans do win here, or perhaps even pull close enough that the outcome will be uncertain for several days as California finishes counting mail ballots, they'll really have something to crow about. With that said, I suspect that Garamendi will more likely than not win by larger than the 10-point margin that SurveyUSA projects. By the way, this race is not without upside to the Democrats, as Garamendi should be significantly more liberal than Tauscher, who has not always been a reliable vote for her party on issues like national security.
...see also 2009 elections, archives, california, special elections
DLCC: Worried About Low Turnout Today
by Tom Schaller @ 11:21 AM538: Can you give our readers a sense of how much the DLCC has invested in the state legislative races in New Jersey and Virginia for the election tomorrow?
Michael Sargeant: The reports haven’t all come out yet, but we’ve been a major donor to the effort in Virginia this year, just as we were two years ago.
538: And in New Jersey?
Sargeant: We’ve been a major donor in Virginia but not in New Jersey because we believe we’re going to hold the majority in the [New Jersey] assembly.
538: Are you tinkering with any new technological tools or tactics in the field campaign and for voter contacting generally, and if so what?
Sargeant: It’s an interesting question. We’ve all been taking a look from the last election on at a variety of things regarding microtargeting, and making sure we’re also doing more polling and just being more aggressive as well at the doors doing GOTV.
One of the things we’re very proud of is our DLCCweb program, which we’re making available on our website for legislative candidates around the country using this. We have around 350 to 400 candidates around the country using this and they were in full force last election cycle in 2008.
538: So you are using it beyond these races in 2010 and beyond?
Sargeant: We first used it in the ’08 races, again this year, and the program is just growing by leaps and bounds.
538: The conventional wisdom is that there is not going to be the “Obama surge” voters turnout in either state tomrrow, and you’ll have an older, whiter cohort turn out. Are you worried about that?
Sargeant: Yes. Look, I think it’s only natural that the electorate is going to be different in an off-year after a presidential election. I can’t speak enough that the strength of the campaign [VA House minority leader] Ward Armstong has organized. But it’s only natural that the turnout model is going to be different in 2009 than it was in 2008.
538: Do you think candidates Creigh Deeds and Jon Corzine have any coattails—or alternatively that Bob McDonnell and Chris Christie will coattails or downballot effects—on the state legislative races, or statewide will it be a series of localized contests?
Sargeant: That’s a great question. I will say this. Our program has been to make an emphasis to make sure our candidates run localized, personalized campaigns that fit their districts—that they’re talking about that matter to their district, not necessarily a national message or a statewide message. That’s the strategy we’ve been working with our candidates since 2004, 2006, 2006, and the off-years since I’ve been here at the DLCC. So that’s been our strategy.
As for statewide campaigns, I think there will be places in the state where those campaigns help us and places where they will hurt.
538: You’re talking about Virginia? And which places will it hurt? The conventional wisdom is that Democrats do well in the NoVa counties near DC, but McDonnell is touting his strength there.
Sargeant: I think Bob McDonnell so far has run a strong campaign. I think our candidates have done a good job in Northern Virginia and have done a good job in the rest of the state. But McDonnell has run a strong campaign.
538: Shifting away from New Jersey and Virginia for a moment, can you comment on the situation in the New York State Senate?
Sargeant: Our main objective is working with Democratic leaders to put together the best campaign operation possible to win majorities. We did work with the New York Senate last cycle to help them gain the majority for the first time in many, many years. What’s happening now in New York, let’s just say it’s interesting.
538: Do you think that significant gains the Democrats have made in state legislatures the past three cycles—2004, 2006 and 2008—that these gains, in terms of total legislatures or chambers controlled, has reached a limit? Have you guys capped out?
Sargeant: I think the map is interesting and it looks different state to state. We’ve moved from 41 Democratic majorities to 60 since the 2002 election. That’s a seachange at our level of campaigns and politics. And there are still some places where Democrats can make serious gains, such as the Texas house and senate, and the Tennessee house. Those are places where we feel Democrats can make serious gains.
I think in large part, instead of it being a national issue, these campaigns are run locally and the dynamics, district to district, are going to be different, as well as what happens in each of the states. It’s not so much that Democrats have capped as much as what’s going to be the strength of the campaigns on the ground and what are going to be the issues that matter most to the voters who are there.
Democrats, you know, we moved 10 chambers toward Democratic control in 2004. And most people would say that was not a very strong year for the entire Democratic ticket. Democrats running for state legislature were running in a lot of strong campaign programs and by personalizing these campaigns.
538: Going back to New Jersey and Virginia, can you identify a rising legislative star or legislative candidate this cycle who is a rising star in that state?
Sargeant: I think Dave Englin in Virginia is very smart and works hard for his issues. He’s a real rising star. He’s a sitting house member from Northern Virginia and a very strong candidate.
538: What will be the headlines out of Richmond and Trenton on Wednesday morning as far as overall gains or losses for Democrats in those two state legislatures?
Sargeant: I think Democrats hold our majority in New Jersey Assembly. And in Virginia, they’ve gained 11 seats over the last two house election cycles in the Virginia House. So that’s been very tough math they’re battling in Virginia.
I think we’re in a position where there may be some losses but there just as easily may be some gains. There are some tossups that could go either way. I wouldn’t be surprised if we had a net gain in Virginia.
538: So do you think, in terms of the overall storyline nationally, if the governors races split, do you think Republicans will claim a victory if they do better in the state legislative races and statewide races? Is it a foreshadowing of a correction, or a pushback or Republican surge—what’s the bigger takeaway?
Sargeant: I think the bigger takeaway is that the Virginia house Dems have put themselves in the position to get close to a majority. And they have a very difficult map that they’re toiling under. With the turnout projections we’re looking at, it’s going to be difficult to win those last couple of seats to win that majority.
I guess the larger point I’m trying to make in Virginia is that it’s a very tough map and that redistricting matters.
...see also archives, new jersey, state legisatlures, virginia
Gubernatorial Races a Poor Yardstick
by Nate Silver @ 8:17 AMOf the eleven states with a PVI of D+7 or bluer, five (Hawaii, Vermont, Rhode Island, California and Connecticut) currently have a Republican governor. Of the ten states with a PVI of R+10 or redder, meanwhile, four (Kentucky, Kansas, Oklahoma, Wyoming) have a Republican governor. The correlation between gubernatorial elections and elections to the House, Senate and Presidency has been very weak, at least recently. In fact, if you compare the share of the vote that the Democratic candidate got in the most recent gubernatorial election in each state to the share that Barack Obama got last November, it is almost literally zero:

Another way to expose the same concept: here are the percentage of ticket-splitters -- Obama voters voting for a Republican governor, or McCain voters voting for a Democratic governor -- in the 12 states which held gubernatorial elections last year:

As you can see, the percentages vary radically from state to state. In North Dakota, 57 percent of Obama's voters voted Republican for governor, in Utah 48 percent, and in Vermont, 38 percent. Meanwhile, in West Virginia, 59 percent of McCain's voters went with a Democrat for governor, 41 percent in New Hampshire, and 36 percent in Montana. On average, about 22 percent of voters for both candidates split their gubernatorial and Presidential ticket in these states. This compares with 8 percent of Obama voters who voted for a Republican for the U.S. House, and 12 percent of McCain voters who voted Democratic for the House. Ticket splitting is about twice as common in gubernatorial races as in races for the Congress.
Public Policy Polling thinks that, in both New Jersey and Virginia, about 15 percent of Obama voters (the ones who bother to turn out) will vote Republican for governor, whereas about 5 percent of McCain voters will vote Democratic for governor. Those percentages, coupled with depressed turnout among their base, will almost certainly cost the Democrats Virginia and possibly New Jersey. But they're also well within the range of "normal" given the local circumstances intrinsic to gubernatorial campaigns -- similar, for instance, to what happened in Washington State last year.
To be clear, the fact that gubernatorial races are not a reliable benchmark does not mean the Democrats are not in trouble in 2010 -- whoa, too many double negatives there -- nor that Democrats might not have done better if Obama's approval rating was 62 percent instead of 52 percent. It just means that New Jersey and Virginia don't have particularly much informational value -- we won't become very much smarter about the future based on what happens there. To the extent that we do learn something, it will probably be hints about turnout, motivation and enthusiasm, rather than something about the electorate's policy preferences.
NY-23 could potentially be more telling, except that the dynamics of the race are so unusual that everyone will have plenty of (good) excuses for whatever outcome might ensue. Still, I'll bet you that NY-23 -- not New Jersey or Virginia -- is actually the race monitored a little more carefully on Capitol Hill.
...see also 2009 elections, archives, governor
11.02.2009
The Republicans' Branding Problem
by Nate Silver @ 7:35 PM
No mention at all that he's a Republican. Hell, he's even using the Democrats "traditional" blue color as his background, although he's wearing a sporty red tie.
Go to McDonnell's website, in fact, and the word "Republican" does not appear anywhere on his homepage. But McDonnell is not alone in this department. Chris Christie's homepage does not identify his party affiliation, nor does Creigh Deeds's (although the branding is very Obama-esque), nor does Jon Corzine's (although he not-so-subtly places an [R] by Chris Christie's name any time it appears in one of his commercials.) Bill Owens's homepage does twice identify him as the "Democratic candidate in New York's 23rd Congressional District", although both instances are below the fold, and this is a guy who desperately needs to boost his name recognition. Doug Hoffman does refer to himself in passing as a "Conservative Republican" -- even though, technically, he's not a Republican, and scared the Republican nominee out of the race.
The Democratic brand is marginal in about half the country, but the Republican brand is radioactive in about two-thirds of it. The biggest story of the cycle is that a non-Republican conservative, Doug Hoffman, might win. Counterfactual: if Hoffman had in fact been the Republican nominee in NY-23 all along, would he be in the same strong position that he finds himself in today? Methinks not: it would have been easier for Owens -- who isn't much of a Democrat -- to identify himself as the moderate in the race.
You can actually make the argument -- although maybe it's not a good one -- that Republicans should in fact find a way to pull a Blackwater and switch their party ID when nobody is looking, from Republican to capital-C Conservative. This would probably involve at least some degree of bona fide structural change, and undoubtedly some near-term trauma: an orchestrated chaos. But the 'conservative' brand is just as powerful as it ever was in America, whereas the Republican brand is as weak as it has been.
This deserves a deeper exposition, but I don't think it's entirely correct to characterize the fight between Hoffman and Scozzafava as a fight for the heart and soul of the Republican Party. Rather, its a fight between the institutional Republican Party and a group of people who feel like the Republican Party may not be worth fighting for. They might even prefer to be on their own, for while the upside is that Republicans are re-branded as conservatives, the risk is that conservatives are re-branded as Republicans.
...see also 2009 elections, archives, conservatives, messaging, ny-23, virginia
NY-23 Re-Re-Re-Reconsidered
by Nate Silver @ 4:04 PMMark Blumenthal has a very good, and very thorough, overview of the polls, and basically argues that if people want to concentrate on the Siena result while ignoring PPP, they're probably engaged in wishful thinking (provided they're rooting for Owens, anyway).
I'm not going to try to further dissect the particular polls in question.** The main thing, though, is that the true margins of error are much different in different sorts of contests. Presidential primary polls, for instance, have missed by an average of about 7 points in recent cycles, which equals a standard error of about 8.5 points. This race is more analogous to a primary than a general election in most ways, with multiple candidates, some of them relatively unknown to the voters, and what will probably be a low-ish turnout (as is the case in almost all special elections). And I'm not sure that either poll will fully capture the impact of Scozzafava's endorsement of Owens -- most of PPP's interviews were conducted before the endorsement took place (although they showed no real difference once they began informing voters of the endorsement), while Siena noted that she had dropped out, but not that she had endorsed her former rival. Plus, the polling was conducted over a holiday weekend.
The way I'm looking at this race is basically thusly. Take the polling average -- Hoffman +10.5 -- and give Owens a net of two points from the Scozzafava endorsement, which is probably not fully captured by the polling. That would make it Hoffman +8.5. But assume a very high standard error -- perhaps something like 10 points -- given the disagreement between the pollsters and the dynamic nature of the race.
Even with those assumptions, however, Owens would be about a 4:1 underdog. So I suppose I'm getting off the fence here and declaring Hoffman the favorite, although I wouldn't attach any precise probability estimate to it. On the basis of the polling evidence, indeed, 4:1 is fairly generous to Owens. But the polling evidence isn't everything, and on the basis of the fundamentals of the district (which is Republican but not so conservative) it is generous to Hoffman.
** I will say that the higher number of undecideds that Siena identifies -- 18 percent versus just 3 percent for PPP -- feels more "right" to me, since a large number of Scozzafava voters were quite literally released back into the electorate overnight.
...see also 2009 elections, archives, ny-23
2009 Elections Preview: New Jersey Governor
by Nate Silver @ 1:59 PMThe Candidates: Governor Jon Corzine, Democrat (incumbent)
Former U.S. Attorney Chris Christie, Republican
Christopher Daggett, independent
The Polls: Polling has been all over the place, with nonpartisan polling showing leads of as much as 9 points for Corzine and 6 points for Christie. The Pollster.com average now shows the race literally tied, weighing in at Christie 42.0, Corzine 42.0, and Daggett 10.1. Although Christie clearly lost ground for much of September and October, some recent polls -- notably PPP, SurveyUSA, and Quinnipaic -- show a slight rebound for him in the closing days, perhaps as a result of voters who had previously been inclined to vote for the independent Chris Daggett (whose numbers have declined) coming back home. On the other hand, Monmouth shows some slight movement to Corzine, while Democracy Corps shows no trend with Corzine still ahead.
Analysis: Let's turn to the 15 clarifiying questions that I posed earlier today and see how they apply in New Jersey. We'll assign up to 3 points to one of the candidates in each category depending on the magnitude of their potential advantage.
1. Which candidate's supporters are more enthusiastic? Although neither candidate has been particularly inspiring, Christie's supports qualify as the demonstrably more enthusiastic, as PPP gives him a substantial 60-34 lead among those who describe themselves as "very excited" to vote. Christie +3 points.
2. Which candidate is liable to have the better turnout operation? New Jersey being something of a machine state, and Corzine being an incumbent who spares few expenses when it comes to getting out his vote, this is his potential ace in the hole. Corzine +3 points.
3. Is one of the candidates a challenger to an incumbent, who might benefit from the 'incumbent rule'? The incumbent rule -- the idea that undecided voters tend to break to the challenger -- is disputed and seems to have become weaker in recent years. Nevertheless, if there were a race where it might apply, it could be this one. It may be noteworthy that Corzine has never polled above 44 percent in any individual poll; when the race tightened last month, it was more a matter of Christie losing ground than Corzine gaining it. Perhaps more tangibly, 53 percent of likely voters view Corzine unfavorably, according to Quinnipiac. That's some difficult math to overcome. Christie +3 points.
4. Do the demographics of the undecided vote, or the weakly-attached third-party vote, favor either of the candidates? What seems to have happened is that the anti-Corzine Daggett vote has held fairly steady, whereas the hey-I-actually-like-this-guy Daggett vote, which was coming mostly from Christie's column of "change" voters, has partially collapsed. Both PPP and Quinnipiac now show that a plurality of Daggett voters now have Corzine as their second choice. As I argued when Christie was the second choice of more Daggett voters, this is not necessarily hugely helpful -- Daggett's support may not collapse much further, and to the extent it does, a lot of voters may simply stay home rather than voting for one of the major-party alternatives. Still, it now seems clear that Daggett has no chance to win, and some voters who were worried about wasting their votes may switch, a dynamic that may provide a centimeter or two of help to Corzine. There also appear to be slightly more undecideds among Democrats than Republicans, which is also helpful to him. Corzine +2 points.
5. Which candidate got the more favorable coverage in the morning newspaper, or on the local evening news, on the Sunday before the election? One of Corzine's staffers was allegedly busted for possession of ecstasy (people still do ecstasy?) over the weekend, although it's not clear that he actually had anything to do with the Corzine campaign. Anyway, the local (NYC) news as I watched it yesterday focused more on Corzine's appearance with Barack Obama, while Christie and Daggett were off doing more folksy kind of stuff (Daggett talking to tailgaters at the Jets game, for instance). Let's call it a wash. Push.
6. Which candidate has the better 'elevator pitch', particularly as encapsulated by the commercials they've run in the 48 hours before the election? Both candidates are still running mostly ticky-tack, negative commercials, but Christie's show a few more flashes of positivity, and his closing argument -- Corzine is a failed governor -- is more concise and more likely to be remembered in the polling booth. Christie +2.
7. Which candidate has a headwind at their back from the national political environment, or has a message that squares better with the national political mood? Which candidate's party is liable to have the better Election Night nationwide? It appears more likely than not to be a pretty good night for Republicans nationwide, and Christie's anti-tax message -- even if voters don't particularly believe it -- is more in step with the zeitgeist. Christie +2.
8. Does either candidate begin with a built-in lead from early or absentee voting? SurveyUSA shows Corzine with a 50-38 lead among the 14 percent who have already voted, which would translate into a 1-2 point head start for him as we head into Tuesday. It could be an early sign of Corzine's superior turnout operation -- but with that said, the sample sizes are tiny here and would be easy to overinterpret. Corzine +2.
9. Which candidate, if any, stands to benefit from upballot or downballot races? Since the governor's race heads the ticket, this is unlikely to be much of a factor, but the Democratic state legislature in Trenton is deeply unpopular and is also up for re-election; I give a very slight edge to Christie for that reason. Christie +1.
10. Which candidate stands to benefit from cellphone-only voters, who may not be included in the polls? Generally, this will be the candidate who stands to win the majority of younger and more urban voters. That's usually going to be the Democrat, although in this case, the advantage may be somewhat muted, since Corzine himself is a fair bit older than Christie and the polls show a fairly consistent distribution of the vote across age groups. Corzine +1.
11. Has the polling in previous elections in the state, or in similar elections in similar states, tended systematically to underestimate the performance of either candidate's party? There's this bit of conventional wisdom that Democrats close late in New Jersey, which actually may have happened here -- win or lose, Corzine has made this a much closer contest than it looked like it would be a month ago. There has not, however, been any particular tendency by Democrats to outperform their numbers once the final polls are in. Push.

12. Which candidate attracted more people to their campaign appearances in the state over the last two weeks of the campaign? There's not a lot of clear evidence for this either way in local media accounts, although I'll give one point to Corzine because of his appearances with Barack Obama, which turned out a crowd of approximately 20,000 between two locations yesterday. Corzine +1.
13. Which candidate got more contributions over the last six weeks of the campaign from voters within the state? Between 9/15 and 10/20 (the most recent day available in New Jersey's campaign finance database), Corzine received 436 contributions among New Jerseyans for $198,421, while Christie received 1,505 contributions for $950,043. Although voters may be less inclined to donate to Corzine because of his prodigious wealth, that's certainly a pretty big edge for Christie. Christie +3.
14. Which candidate has run the more positive, optimistic campaign, and will leave voters feeling better about themselves as they exit the polling place? Both candidates have run mostly negative campaigns, but Corzine's has been particularly relentless, whereas Christie has had a few moments of levity, particularly on the subject of his weight, which Corzine needlessly attacked. Christie +2.
15. Which candidate's party controls the state's electoral and judicial apparatus, in the event of a recount or otherwise disputed election? This is a clean sweep for the Democrats, as the control the Secretary of State's office, the majority of Supreme Court seats, as well as most of the local political apparatus. Corzine +3.
I show Christie with 16 points and Corzine with 12 -- actually, a less clear advantage than I'd expected when I went through a draft of this exercise last night. But it's enough, combined with polling that seems to be breaking ever-so-slightly in Christie's favor, for me to feel a little better about the call below.
The Odds: Obviously, anybody's race, but I'd make Christie about the 4:3 favorite. If Christie wins, it will probably be because of greater enthusiasm among his voters and a slightly more well-rounded close to his campaign. If Corzine wins, it will probably be because of his institutional and organizational advantages in getting his base to the polls.
...see also 2009 elections, archives, new jersey
