October 15: Biden Is the Early Favorite For Reelection Even If Dems Lost Ground in 2022
After absorbing a lot of Democratic gloom-and-doom about the midterms, I offered some silver lining at New York:
The 2022 midterms don’t look great for Democrats, who will try to buck history by hanging on to super-slim congressional majorities. Thanks to the particular lay of the land, Democrats have a decent chance of maintaining control of the Senate. But the House? Not so much: The two times since the New Deal when the president’s party won net House seats in a midterm (1998 and 2002), the president in question had sky-high job-approval ratings. Even if you believe Joe Biden’s plunge in popularity has been stemmed or even turned around a bit, he’s not going to have 60 percent-plus approval in November 2022 unless really crazy things happen. There’s just too much partisan polarization for that these days.
Thankfully for Democrats, even if they lose their congressional majorities next year, Biden himself won’t be an underdog for reelection in 2024. After all, the last two Democratic presidents were reelected after historically terrible midterms. Democrats lost 54 U.S. House seats in 1994 and 63 in 2010. Yes, they had bigger majorities going into those elections than Democrats have now. But they lost the national House popular vote by an identical 6.8 percent in both midterms, which is pretty bad, particularly since Democrats suffer from a voter-inefficiency problem in House elections (too many voters concentrated in too few districts).
It’s possible for a president’s party to lose a midterm so badly that bouncing back in the next cycle is all but impossible. Consider the man whose unique comeback accomplishment Donald Trump will be emulating if he runs in 2024, Grover Cleveland. The president Cleveland defeated in an 1892 rematch, Benjamin Harrison, was a Republican whose party lost an incredible 93 House seats in the 1890 midterms. This, mind you, was at a time when the House had only 332 members, which means the GOP lost over half their caucus in one cycle (an even worse percentage than in 1894, when Democrats lost a record 125 House seats during the midterm after Cleveland’s comeback triumph). In this era of polarization, nothing like that is going to happen to Democrats in 2022.
Looking more broadly at the power of incumbency, there have been 13 sitting presidents since World War II who were on the general election ballot. Nine of them won. The four losers all faced special circumstances. Gerald Ford had not previously been elected to anything more than the U.S. House; he ascended to the vice-presidency and then the presidency when disgraced predecessors resigned, and he pardoned the president who appointed him, the especially disgraced Richard Nixon. Jimmy Carter was caught up in a historical realignment that he had held off four years earlier by carrying his native South, which then resumed a massive Republican trend. George H.W. Bush suffered from a terrible economy but then also a party split (third-party candidate Ross Perot won a lot of previously Republican voters). And we all know about Donald J. Trump, who was impeached twice and seemed determined to offend swing voters.
In retrospect, what’s most remarkable is that Ford and Trump very nearly got reelected despite their handicaps, exhibiting not the weakness but the strength of incumbency. And it’s with that perspective that any early handicapping of a potential 2024 rematch should be considered. Trump benefited from incumbency in 2020, as will Biden in 2024. So the idea that the 45th president has some built-in advantage over the 46th — absent the renewed election coup so many of us fear — doesn’t make a lot of sense.
For Democrats there is no path for a Senate victory in 2022 either if things continue as they have.
Biden must go full economic populist from day one:
1. Wages. Bring up a vote on raising the minimum wage, but also establish a new framework for minimum wages in the United States. We need a clear differentiation between regions and inside regions between urban, suburban and rural areas. Bring up the minimum wage for professionals, administrators and executives too.
2. Place based development. Good jobs are concentrating in only a few neighborhoods in a few cities. The federal government must require corporations, starting with federal contractors, to spread jobs so that the working class, both white and non-white, has access to good quality jobs.
3. Follow up on executive action on prescription drugs.
4. Marihuana decriminalization, both legislative and executive-regulatory.
5. Instruct the Department of Justice to continue and expand anti-trust actions in the information technology sector.
6. Instruct the Department of Justice to begin anti-trust actions in the agriculture sector. Expand subsidies to agriculture as a consequence of trade wars, but require more production for domestic consumption.
Biden must also move to the right or center right on several issues:
1. Funding the Police. Get the Party behind a unified legislative and fiscal position that is easy to explain. Make sure this position can be implemented quickly everywhere from the biggest and most diverse cities to the smallest villages that Democrats control. Convince the most radical Democrats that this is the best position to have. Democrats can’t continue with the current messaging cacophony.
2. China. Keep Trump’s framework. Actually, pledge to deepen the decoupling.
3. Support national voter id and other changes to address even the slightest possibility of voter fraud.
4. Authoritarianism in Latin America. As foreign policy is within the President’s primary jurisdiction, develop a policy on how to deal with Nicaragua, Venezuela and Cuba, as well as Brazil, that puts the primary focus on human rights and democracy. Go beyond platitudes and appoint someone with an exclusive focus on this. Reject incrementalism in sanctions (either putting them in place or lifting them) though, it doesn’t work.
5. Immigration. Allow moderate immigrant groups to shape the Party’s position. This will inevitably lead to focus on comprehensive reform and a rejection of open borders. The Party should repudiate the concept of sanctuaries. The Party wouldn’t tolerate sanctuaries for racism, so why support sanctuaries where the law is not applied evenly. Defunding sanctuary cities should be contingent on passing comprehensive reform.
6. Israel, Iran, Palestine, Yemen, Saudi Arabia, Syria, Turkey and the Middle East and East Mediterranean. Keep Trump’s policy objectives. Biden’s original idea of partioning Irak shows he understands that final solutions are important. On Iran the point is basically about making it a better regional actor. No simple return to the previous nuclear framework. On the Middle East Peace Process the pressure needs to be kept up on Palestinians and repudiation of boycott movements against Israel. Palestinians should be both pressured and allowed to hold elections so that they can appoint a legitimate peace negotiator with Israel, which is what has been missing for more than a decade. Lebanon may also be about to flip. Saudi Arabia’s modernization needs to be supported, so no place for sanctions there. The Yemeni peace process is important but secondary to other objectives. The Syrian, Libyan and Iraq stabilization are more important and require real geopolitical vision. The US needs to intervene more on the Cyprus and Greek Aegean conflicts, so that Turkey can be at least partially appeased. The Armenians and Kurds problems need to receive more US attention with the US pressuring both to compromise in relation to their territorial ambitions.
7. Military spending, more and better.
8. Global warming. Push other countries to make more efforts. Continue supporting natural gas at home and its use abroad. Get other countries to stop using coal. Focus at home and abroad on electric cars. Develop a framework for a carbon tax at the border on imported goods just like the European Union is considering.
9. Crack down on higher education cost inflation.
The reason so many Democrats are mad as hell is because not only did the party underperform, but the polls we rely on for deciding things in primaries would also probably be wrong.
Late deciders once again broke for Trump though.
In the most fundamental way this election was an “its the economy, stupid” vote.
Losing with the white moderates in Maine. Losing with the white populists in Montana. Where are the Senate pickups we were promised?
Arizona already went through decades of Trumpism, just like California before it. Doesn’t mean the model is replicable in states with less Hispanic immigration or with immigration from Hispanics from Puerto Rico, Cuba, Venezuela, Colombia, etc.
Trump has done well even with Libertarians running pretty good in many states. Meanwhile the Green vote collapsed.
Democrats ran on covid and demeanor. Republicans ran against political correctness and on the economy.
The people who came out for Trump voted because they liked him.
The Democrats who came out again for Biden (many after not voting in 2016) voted for a diversity of reasons. The few Republicans who voted for Biden did it to stop Trump.
The Republican party is the minority party yet is more structurally strong now than in 2016. They have a clear path forward with America First and opposing all the myriad manifestations of toxic wokeness. Their path is clear as in Europe.
Gays will continue voting for Trump. Trump was bad on transgender rights but neutral on gay rights. Transgender rights are stuck because they are choosing the wrong framework to push for an incoherent agenda. More equal protection under the law and less culture wars on pronouns. The bathroom thing is unenforceable and easy to mock but transgender leadership is choosing moralizing.
The left is not anywhere near ascendant in the US.
30% of Puerto Rican in Florida voted for Trump, for example.
Florida voted to raise the minimum wage and to enfranchise ex convicts. It also reelected its Republican Governor, elected a Republican Senator and twice voted for Trump. Floridians who are moderate must have buyers’ remorse with their experience with Gillum. But the state is not reactionary or conservative.
If I was in Florida looking at how California closed Disneyland and Universal Studios taking away the livelihoods of all those Hispanic service workers and still having an epidemic and then considered that Democrats would also close Disney World and Universal Studios Orlando if voters let them I would have to balance competing ethical interests. When it comes to covid old people are voting out of self interest. It doesn’t mean their ethics are superior, as we see in all the other ways they vote.
2018 was overshadowed in 2020 by moralizing about masks and ambiguity over cultural issues.
Is it progress that in order to have the Squad speaking about things that will never become legislation we have to lose seats that are key to getting anything at all done? Loses in congressional and state legislative seats, including in New York, will soon tell us.
If Biden wins and loses the Senate it will be a good reminder that the Electoral College is not the only constitutional problem. Democrats had no ideas beyond filibuster reform (which would be moot) and ludicrous ideas about DC and PR as states.
Encouraging mail vote turned out to be an incredibly flawed strategy when it comes to perception. Even early voting in places like New York that don’t do an early count was a bit stupid.
Neither the Democratic party nor the left have paths forward.
1. The white suburban route requires moving a lot more to the cultural center and that wouldn’t pay dividends for a while.
2. A white working class route would be even more uphill as it would pit the suburban fiscal moderates against the working class populists.
3. The Bernie strategy of turning out disenchanted progressives has been twice disproven.
4. The identity politics BLM agenda doesn’t even have the support of many Black elected officials and is stuck even in the Bluest of cities, yet is incredibly divisive at the national level and in most key battlegrounds.
Black Democratic partisans made Biden the nominee. Dettached Black voters are another thing.
I suspect that the strategies of neither Biden nor Bernie would have worked.
The presumption that covid would only work against Trump I think was misguided. Covid also worked in his favor as people want to get back to work. The media fear mongering over covid may have backfired.
The Black, Hispanic and White working class male vote (including the gay vote) may have tipped further enough towards Trump to make the Republican party even more hegemonic in most of the states of USA.
Democrats’ historic mishandling of deindustrialization and China, silence over authoritarianism in Latin America and the ambiguity over defunding police all contribute to pushing at the margins just enough against Democrats.