Lately I’ve noticed a tendency in some parts of the pro-Democratic commentariat to scorn anyone who isn’t confidently predicting a Kamala Harris landslide in November. So I wrote a warning about this self-delusion at New York:
It’s the nature of the political game that some fans perpetually insist their team is on the brink of a landslide victory. Maybe it’s just a device for maintaining their own enthusiasm, or maybe they truly believe that hype and spin add votes to their candidate’s columns. I usually associate this tendency with conservatives, but in this tense 2024 presidential contest, the landslide-predictors aren’t all in the MAGA camp. There are assorted voices pouring buckets of cold water on the data suggesting the contest between Donald Trump and Kamala Harris is a dead heat, insisting Harris is on the brink of a big victory.
Personally, I try to keep it all in the road by looking at the broadest array of public polling data available, by sticking with averages rather than enthusing or panicking over isolated poll findings, and by using history and common sense to discern trends and avoid overreaction to every survey that comes down the pike. But there’s just so much science you can muster on these matters given the relatively small sample size we have for presidential elections, which occur only every four years. So there’s plenty of grounds for legitimate nitpicking about polls and the experts who interpret them. It can get pretty wonky, as with Nate Silver’s criticism of the presidential-election model being used by his successors at FiveThirtyEight. But it probably affects only the numbers — and the expectations — at the margins.
Another entirely legitimate form of carping about polls and predictions emanates from those who dispute interpretations based on poor analysis of the timing, mix, and provenance of public polls. My old colleague Simon Rosenberg became somewhat famous doing that ahead of the 2022 midterms, when he denied he saw any “red wave” in the data (there ultimately wasn’t one despite an insistent media narrative) and pointed to the skewing of polling averages by strategically released state polls from conservative outlets and firms. He was largely right, though all in all, 2022 polling was very accurate, even if the predictions weren’t. This cycle, Rosenberg is again more optimistic about Democratic prospects in 2024 than your average pundit, but he remains firmly anchored in the world of data and objective reality and admits it’s a close race.
Then you have pro-Harris critics of the polls and pundits who rely on quite different talking points. The distinguished political scholar Michael A. Cohen uses data to support his supposition that Harris is actually in command of the race but ultimately relies on more fundamental arguments that are impervious to numbers:
“I have a few well-argued beliefs about this campaign (and they predate Biden’s departure from the race). Donald Trump is a high-floor, low-ceiling candidate who voters, by and large, don’t like — and they have made up their minds about him. Trump is incapable of and unwilling to change his political messaging to appeal to voters outside of his MAGA base. Democrats have a growing edge with women and college-educated voters, as evident in multiple elections since 2018, which gives them a significant advantage in crucial swing states like PA, WI, MI, GA, and AZ. Democrats have the easier path to 270 electoral votes.
“In key regards, this election is playing out in much the way I expected — even when Biden was on the ticket. With Biden out and his age and mental acuity no longer an issue, it’s that much harder for Republicans to win.”
Maybe Cohen is right. I’ll believe it when I see it empirically. But it turns out my attitude is exactly the kind of thing that veteran progressive media critic Dan Froomkin considers a sign of terrible bias:
“What if Kamala Harris — after a spectacular entry into the race, a stunningly unified convention, and a devastating debate — is basically running away with it, leaving Trump in the dust, while the national media — still mortified by its failure in 2016 to see the extent of Trump’s support — stubbornly sticks to the safer narrative that it’s a horserace going down to the wire?
“But wait, the polls aren’t showing Harris way ahead, you say. At most, they’re showing her with a narrow lead. Well, polls are garbage these days. And the pollsters, whose arbitrary weightings make a mockery of science, travel in packs. They, more than anyone, are terrified of underestimating Trump support again. So maybe this time they’re overestimating it? (Which they sure did in 2022.)
“You could, by contrast, make a solid vibes-and-momentum argument that Harris is winning handily.”
There’s a lot to unpack here. The argument that “polls are garbage these days” isn’t supported by the 2022 record, and to the extent that polls have been garbage lately, they have indeed underestimated Trump’s support. The “arbitrary weightings” of pollsters may or may not be precise, but they are not “arbitrary”; they reflect what we know about the shape of the electorate. And just tossing out all data in favor of a “vibes-and-momentum” take that is 100 percent subjective hardly empties analysis of bias.
Froomkin tips his hand by quoting SFGate columnist Drew Magary, who angrily argues that Harris is “destroying Trump, because Trump is a deranged old s—tbag” and that anyone who doesn’t see that is an Establishment hack.
Maybe all these critics are right and, for various reasons, pollsters and pundits are afraid to admit Harris is romping to victory. I don’t think there’s much question that a lot of the people being accused of overestimating Trump would be ecstatic if Harris wins. But being careful about it, given what we actually know about this election and the electorate, is not just prudent but mandatory.
Like Melior and Billmon, I read the muck-dog’s “strongest economy in 20 years” line, and nearly laughed out loud. It’s almost too ludicrous a statement to need response, but, for the record, as Billmon says, the quote refers to one brief three-month period. It’s like an isolated day of thundershowers in the midst of a three-year drought — any public official who went around saying “We now have our best water situation in 20 years” would be strung up.
The economy over the Bush term has been clearly poor. The recent (undeniable) job gains held promise of at least reversing the public verdict on current conditions. But now signs are suggesting that what recovery there was is about done: the job numbers took a sudden dip, GDP for even Q1 were revised down, all other reports suggest even weaker activity in Q2 and Q3…and the oil price situation grows ominously bad (the Yukos problem may push it into crisis). At best, the economy will be a semi-negative factor for Bush, since many never bought into the recovery idea to begin with (particularly in swing states). But much worse is possible: a near-downturn prior to the election, and (as I’ve heard predicted by reputable sources) a sharp market drop. If that should come about, Bush will long for the days when he could hope for 47-49% of the vote.
Ron,
I understand that there are senarios that don’t include winning Ohio or Florida. I’m not so confident about Arizona. And, Missouri will also be very tough.
A poll out last week in Nevada has Kerry up by 4 points. Plus, I’ll bet that New Hampshire goes for Kerry. Southern NH is the high growth area and is filled with Massachusetts Democrats moving over the boarder. He’s 2 points up in a poll from July 21.
Unfortunately, combined with Nevada that stills comes up 1 short. So, you’ll still need West Virginia or possibly Arkansas. But, let’s face it, if places like Nevada, NH, and W. Virginia fall to Kerry, then we’re talking decisve win, because that trend will pull, at the very least, Ohio and possibly Florida with it.
Bush has to be VERY concerned right now. There are no states that went for Gore in 2000 where he realistically has a chance. There are a number of states that went for Bush, where Kerry is either slightly ahead, or in a statistical tie.
Hold onto your hat for the October surprise. This group will not go down easy. They will beg, borrow, cheat and steal to stay in power.
“Well, the economy is the strongest in 20 years…”
If the Republican chowder heads want to run on that message in Ohio, Michigan and Wisconsin, I think that’s just dandy.
(That “strongest economy in 20 years” talking point, BTW, applies to the GDP growth rate in exactly one one quarter – the third quarter of last year. And, of course, it doesn’t apply at all to employment and wage growth.)
But like I said, if that’s how the Bush-Cheney campaign wants to commit suicide, it’s fine with me.
Good point, Ron. I’m actually feeling very optimistic about our chances of taking Arizona, more so than Missouri this time.
“Well, the economy is the strongest in 20 years…”
Keep whistling. You must have missed the announcement this week of the return of record budget deficits, the looming spikes in oil prices, and “unexpectedly” more billions to feed the Iraq war. There is little confidence in the fundamentals by investors (who don’t just listen to Greenspan) right now, despite record valuations.
Keith,
I don’t think we’re necessarily screwed if we lose Ohio and Florida. I think Kerry will win both, but if he carries all of Gore’s states, he only needs 10 additional electoral votes, and he could get those in Missouri, or Arizona, or by winning West Virginia and Nevada.
as a side note, here’s a link that ought to settle the debate re kerry’s anticipated convention bounce:
http://salon.com/politics/war_room/archive.html?wire=D843KIN80.html
despite ed gillespie’s purposefully wrong take on the size of convention bounces historically enjoyed by candidates (he says 15 points), the truth is
“[t]he average bounce for a convention like the current Democratic convention is 5 to 7 percentage points, said Frank Newport, editor in chief of the Gallup Poll.”
now, why has the 5-7 points number been so hard to verify? I know what gillespie’s motives are but why can’t the major media outlets simply use past poll data to debunk GOP claims ?
the answer for me is incredibly lazy journalists who are quite content to mechanically structure articles around point/counterpoint, instead of doing a little background work to verify the factual allegations they so blindly print. I guess it’s easier to parrot GOP talking points than take the few minutes to run a NEXIS search or call a polling organization to get a definitive answer.
really, in the information age, not bothering to verify your source’s statements is unforgivable.
Well, the economy is the strongest in 20 years and Greenspan is already tapping on the brakes. It makes sense that folks would give Bush a good mark on the economy. It’s done really well rebounding from the 2000-2001 recession.
Polls, polls, polls… I study them till my head spins. Am I wrong in sensing that this whole race will be decided by two states.. Ohio and Florida. If Kerry wins one of them, game is over. If he loses both, four more long years!!
Net-net (if you can excuse the expression), the polls show K/E about two points ahead, and leading in the electoral college. That is, if there are ten polls in any given two week period, and eight of them show K/E ahead, that ought to be a pretty good measurement. Obviously, any one poll has a much larger margin of error.
Remember the under-measurement of Reagan votes in 1980. And given the enthusiasm this year, I’m hoping for a good, un-measured, turnout effect.
I agree that it’s got to be a party ID thing with the Post poll. It just just such an outlier in so many ways that it’s not a reasonable poll. The deltas, even with it’s own poll the previous month, is just too severe for any reasonable explanation. 10 point shifts are all over the place when not that much happened in the last month to favor bush. Also, the Post polls have always given bush much larger job approval ratings than other polls. It’s been the Post polls with the Fox ‘polls’ that are way outside the norm. I’m not sure what the Post is doing (I know what Fox is doing!), but they have consistenly produced out of the mainstream poll numbers. These latest are just another example.
I think the Post/ABC poll is having some problems with sample quality – first there was the huge swing towards Kerry on the terrorism issue back in June (which the Post played up a big story) then the big swing back towards Bush in the two July polls. I don’t think anybody really believes that Kerry closed to even with Bush on the GOP signature issue – and certainly none of the other polls ever showed it.
Something else I noticed (somewhere) about the Post/ABC poll was that their latest sample was 33% Republican, which seemed awfully high to me. I don’t think Post/ABC controls for party identification, so what we’re seeing may just be some random noise – or an exaggeration of a real trend, which the Gallup poll would seem to suggest.
Given the incredible partisan polarization on just about every issue, it seems logical to me that even a minor shift in party ID within the samples could have a big impact on the results.
Of course, controlling for party ID has its own problems – what’s the “right” split? And I’m not going to argue that it’s the better way to do things. But the media, as usual, is doing an awful job of explaining the limitations of polling, and the fact that many of the “trends” that people think they see in the numbers are in fact just noise.
You could make a case that the concentration on first the Edwards selection, then the 9/11 Commission, and now the convention has been marginally beneficial for Bush, as it has kept the chief source of his weakness — Iraq — from holding the center ring. It’s not like nothing’s going on over there: we’re still losing 1-2 military per day, with countless more wounded, but it’s not leading the evening news. Fiascos like today’s might reverse that, especially once we’re past the conventions. I also think (and have heard from sources) that the round number “1000 dead” will get alot of attention from the press. It’s only a number, but those things register (As analogy: Carter had the horrible break of the first anniversary of the hostage-taking occurring right before Election Day 1980. It amounted to a media-sponsored tough negative ad right before voting).
68 people blew up today in Iraq. Yeah, no drama there.
Bush isn’t quite as vulnerable as he once was, now that there isn’t as much drama going on in Iraq. As for people talking about Kerry not re-defining himself, I don’t see why not. Gore wasn’t defining himself in the 2000 convention we he said “I want to show you who I truly am”–he was redefining himself, after everyone saying he was a dull robot. Kerry could actually give a speech as good as Edwards, provided that Edwards wrote it for him.
One or the other is outside the 95% confidence band
Here’s a data point for you: watching the network news, all that my wife heard about the convention was that Teresa Kerry-Heinz told a reporter to “shove it”.
Great coverage, eh?
Are you implying something? Do you think these results are not honest somehow, or simply that
this must be an outlier poll?
MSNBC reported the WAPO poll results because it builds viewer interest based on tension, because it is seen by conservatives as a liberal cable outlet and must therefore throw them bones and because MSNBC is tied in with Newsweek, which is also tied in with WAPO.
and why did msnbc decide to run with the poll showing kerry behind at the start of the DNC…not only did they hype the wapo poll on their site as the main headline but they wouldn’t shutup about it on TV either