The big non-congressional political story of the last week here in the Emerald City was Montgomery County Executive Doug Duncan’s announcement that he was dropping out of the Maryland gubernatorial race due to a recent diagnosis of clinical depression. Duncan also emphatically endorsed his former primary rival, Baltimore Mayor Martin O’Malley, who will now get a clear shot at incumbent Republican Governor Bob Ehrlich, and vice-versa. I used to live in MoCo, and have also been around Duncan at DLC events, and appreciate him as a first-rate administrator who has come to dominate political life in a jurisdiction whose citizens, heavily including top-level federal employees, have extremely high standards for local government services. I obviously wish him well in his recovery from depression, but at the same time am relieved that he has abandoned an uphill fight against O’Malley that definitely required a negative campaign for which Duncan was temperamentally unsuited, and that would have helped Ehrlich in the general election. As for O’Malley, he has his detractors in Baltimore and elsewhere, but the man really does possess a notable “it” factor that led a lot of people to start talking about him as a potential presidential candidate about two minutes after his first election as mayor. His personal charisma is authentic and strong, and not only because women tend to find him very attractive (I once asked a young female colleague what she thought about O’Malley, and she simply smiled and said: “Meeow!” Appropriately, O’Malley is very scrupulous about avoiding situations where he is alone with women to whom he is not married). In fact, O’Malley, along with Barack Obama, has long been a candidate for the much-longed-for Bobby Kennedy role in the Democratic Party: a politician whose appeal transcends party or faction and potentially could create a new majority. Like RFK and Obama, O’Malley is hard to shoehorn ideologically; he’s always been close to the DLC (hosting two of our annual meetings), but he also endorsed Howard Dean’s presidential campaign. Like Bill Clinton, the closest thing we’ve had to Bobby since his assassination, O’Malley is a policy innovator who is completely open to new ideas, wherever they come from. But now he must face Ehrlich, the guy who in 2002 snuffed the potential national political career of RFK’s actual daughter, Kathleen Kennedy Townsend. Ehrlich will almost certainly run a nasty negative campaign against O’Malley, and the mayor’s ability to rise above the fray and seek new allies for the progressive cause will be tested as never before.
TDS Strategy Memos
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By Ed Kilgore
Pouring over the details of the gubernatorial recall election in California, some significant patterns emerged, as I noted at New York:
The overwhelming defeat of the effort to recall California governor Gavin Newsom was a big victory for a Democratic Party that has had its troubles lately. With the margin of victory for the “no on recall” campaign roughly doubling the already-robust advantage shown in pre-election polls, the earlier scare that the recall threw into the ranks of the Golden State’s dominant party dissipated entirely. With about three-fourths of the expected vote now counted, “no” leads “yes” by a 63.8 to 36.2 margin (which could get even larger if the usual pattern of last-cast mail ballots leaning Democratic manifests itself once again).
The “no” vote was remarkably close to Joe Biden’s performance in California in 2020 (he won 63.5 percent). Given the extreme partisan polarization that underlay the recall vote (exit polls showed 89 percent of self-identified Republicans voting “yes” and 94 percent of self-identified Democrats voting “no”), that means the partisan patterns of the presidential race were reduplicated to a remarkable extent in a non-presidential special election, where Democrats often experience a “falloff,” particularly when they control the White House (and in this case, the governorship). That’s great news for California Democrats, and not a bad sign for Democrats nationally, who are bracing for the midterm losses the “White House Party” typically suffers.But in assessing the implications of the results, it’s important to look back at what happened down ballot in California in 2020, while looking ahead to the most critical 2022 battleground, the fight for control of the House. Of the 13 net House seats Republicans gained in 2020, four were in deep-blue California. There is no likely path for Democrats to hang onto House control in 2022 without flipping some or all of those lost seats in one of their strongest states.
Precisely because of the reduplication of the 2020 patterns, there’s really nothing about the recall returns that suggests Democrats are sure to claw back some House seats in California. Two of the four seats Republicans flipped in 2020 (with Asian-American women Young Kim and Michelle Steele as candidates) were centered in Orange County. While “no” won in Orange, the recall race there was closer than the Biden-Trump contest of 2020. A third battleground seat was the one Republican David Valadao won in a very competitive section of the San Joaquin Valley. The recall improved on Trump’s 2020 performance in every county in his district (e.g., Trump won 55 percent in Kings County, but “yes” on recalling Newsom won 63 percent). These results could reflect an intensifying alienation of this heavily agricultural area from Sacramento’s environmental and water-supply policies. Or it could reflect a drop-off in Latino turnout that could spell disaster for Democrats in close 2022 races. Either way the recall numbers should give pause to Democratic optimism about midterm House races.
One study of 2020 returns in California showed Latino turnout trailing non-Latino turnout by about 10 percent. One mail-ballot tracker for the recall showed the turnout gap between Latinos and non-Latino white voters swelling to 20 percent. Youth turnout for the recall was also terrible, exit polls suggest. Yes, these are constituencies that are difficult to mobilize in special elections. But that’s also true of midterm elections, which is a problem Democrats in California and elsewhere need to solve.
The bottom line is that Newsom won the Democratic and Democratic-leaning elements of the California electorate by strongly encouraging partisan polarization via his lavishly funded campaign. This was the obvious smart strategy in this heavily Democratic state. It’s less clear the same strategy will work wonders downballot for Democrats in 2022, which they probably will not have a big financial advantage and shifts in public opinion away from the presidential winner may have settled in, as they did for the last three presidents. Even if Democrats hang onto their monopoly of statewide offices and their super-majorities in the state legislature, any failure to make progress in House races could contribute to the much-dreaded moment when Californian Nancy Pelosi hands over her gavel to Californian Kevin McCarthy, and the Democratic trifecta that gives Biden a chance to implement his agenda comes to an end.