washington, dc

The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

The Rural Voter

The new book White Rural Rage employs a deeply misleading sensationalism to gain media attention. You should read The Rural Voter by Nicholas Jacobs and Daniel Shea instead.

Read the memo.

There is a sector of working class voters who can be persuaded to vote for Democrats in 2024 – but only if candidates understand how to win their support.

Read the memo.

The recently published book, Rust Belt Union Blues, by Lainey Newman and Theda Skocpol represents a profoundly important contribution to the debate over Democratic strategy.

Read the Memo.

Democrats should stop calling themselves a “coalition.”

They don’t think like a coalition, they don’t act like a coalition and they sure as hell don’t try to assemble a majority like a coalition.

Read the memo.

The American Establishment’s Betrayal of Democracy

The American Establishment’s Betrayal of Democracy The Fundamental but Generally Unacknowledged Cause of the Current Threat to America’s Democratic Institutions.

Read the Memo.

Democrats ignore the central fact about modern immigration – and it’s led them to political disaster.

Democrats ignore the central fact about modern immigration – and it’s led them to political disaster.

Read the memo.

 

The Daily Strategist

July 3, 2024

Let’s Stop the Magical Thinking About an Open Convention

As a veteran of six Democratic National Conventions who is familiar with many more, I had to object to some of the loose talk about the likelihood and desirability of an “open convention” in August, and wrote about it at New York:

Sometimes in politics, a perfectly justified maneuver falls to the wayside because there’s no way to execute it. Justified or not, the scheme to replace Joe Biden and Kamala Harris with a wholly new Democratic ticket will fail because no one is in a position to make it happen.

My esteemed colleague Jonathan Chait makes a solid, if not incontestable, case that there are stronger options than a 2024 Biden-Harris ticket, or a replacement of the president by his vice-president, for what has now become a desperate fight to keep Donald Trump out of the White House. He argues that the reluctance of Democrats to toss the incumbents and start over represents a sort of failure of nerve induced by Biden’s stubborn selfishness and Harris’s weaponization of identity politics:

“At the moment, according to one post-debate poll, only 27 percent of Americans believe Joe Biden has the mental and cognitive health to serve as president. This poses an almost-insurmountable obstacle to his election, even with Trump’s manifest unfitness. Biden is losing, and he has already squandered what his own campaign considered his best chance to change the race.

“Again, even with all her limitations, Harris is probably a stronger candidate now than Biden. I also think there are better options than Harris.”

Democrats, Chait believes, can seize the opportunity presented by Biden’s debate debacle to make a fresh start, if only they show “the collective willpower to make political choices in the clearheaded interest of their party and their country.”

I have mixed feelings about my colleague’s assessment of the political situation. But about this I have little doubt: At this late date, there is simply no instrument for canceling or reversing all the decisions the Democratic Party has made over the past four years–or indeed, over the past five months. There is no way to muster the collective judgment of Democratic voters about an ideal 2024 ticket. The primaries are long past; every single potential Biden or Harris rival has already bent the knee to the reelection effort; the soon-to-arrive convention’s only conceivable managers are in the White House or in the Biden campaign; and, even if there was agreement among Democratic elites and rank-and-file party activists that “Joe must go and take Kamala with him,” there is no consensus on replacements. Chait likes the idea of a Whitmer-Booker ticket; dozens of other ideas would arise if the party was somehow forced to upend primary voters and pledged delegates and start anew. Who, specifically, will forge the consensus? Nobody comes to mind. How, mechanically, would it be imposed? It’s very hard to envision it occurring without magic far more fanciful than Biden and/or Harris picking up a few points to beat Trump in November.

Let’s be clear: There’s no template for what the would-be deposers of Biden and Harris are suggesting. The last major-party convention in which there was any doubt about the outcome was the Republican confab of 1976, which was in turn the product of two candidates slugging in out to a draw in the primaries. Both were battle tested and could claim a popular mandate. The last multi-ballot convention was the Democratic gathering of 1952, which produced a landslide losing ticket. You have to go back to the Republican convention of 1940 — 84 years ago, long before the era of universal primaries and caucuses — to find a convention that suddenly chose a dark-horse nominee because he seemed a better bet than the career politicians he shoved aside. That nominee lost too. And the last truly wide-open convention was exactly 100 years ago, when Democrats took 103 ballots to nominate a candidate who won a booming 28.8 percent in the general election. Open conventions always sound like fun to political pundits. They are a disaster for political parties, particularly parties in mid-panic.

As it happens, the timetable for blowing up a settled nomination is particularly poor right now. Because of an Ohio ballot deadline, the Democratic National Committee has already decided to hold a “virtual roll call” for the presidential and vice-presidential nominations more than a full week before the convention begins. The idea, of course, was a pro-forma ratification that at most might represent a campaign infomercial. Is it now to become a deliberative and likely multi-ballot process that delegates enter with no idea of the outcome? That sounds like true chaos. And the only thing that could make it worse is an endless series of behind-the-scenes meetings where Democrats — which Democrats? Delegates? Delegation leaders? Party pooh-bahs? Donors? Interest-group leaders? The Clintons? The Obamas? — struggle to agree on a ticket.

Yes, there are reasons to worry about Biden’s capabilities as a candidate going forward and reasons to fear that Kamala Harris isn’t an ideal presidential candidate either. But the evidence is very mixed. If in a week or so that evidence turns unambiguously dark, the extremely efficient course for Democrats is the one Republicans chose in 1974 when congressional leaders of unimpeachable loyalty to Richard Nixon went to him and convinced him to throw in the towel. Another colleague of mine, Gabriel Debenedetti, says that the 46th president may not want to listen. But it’s the best bet for changing the ticket and eliminating the immediate source of panic. Indeed, it would be an important and appropriate consolation prize for Biden that as he “stepped aside” he would name a successor. The party could unite around this candidate and be spared the impossible chore of letting the ticket be chosen by pollsters for the benefit of politicians who did not enter a single primary. That successor will very likely be Kamala Harris, and she’s not ideal. But ideal presidential candidates do not fall from the sky or ascend via a landslide in the commentariat.


A Decision Biden Alone Can Make

After watching with concern the Biden-Trump debate in Atlanta, I offered some thoughts at New York about the path forward:

After the debate debacle in Atlanta on June 27, the well-known hand-wringing tendencies of the Democratic Party are in very plain view. That’s particularly true in the left-of-center pundit class, where full-blown panic has erupted over the terrible sight and sound of Joe Biden struggling to debate Donald Trump. We still don’t know the extent to which American voters share the horrified perceptions of Democratic elites; those not accustomed to Trump’s own routine incoherence may have thought the debate was closer to a draw than a rout. It will probably be a week or two before we can properly contextualize Biden’s bad night.

But one thing should be very clear: Democrats are not going to dump the 46th president when they gather in Chicago for the Democratic National Convention on August 19 (actually, the balloting is likely to happen earlier and virtually). Yes, removing the presumptive nominee against his will is technically possible. Unlike the GOP, the party itself doesn’t enforce delegate pledges to back the candidate under whose banner they were selected, though 14 states do have laws binding delegates to one extent or another. The real problem is that the political damage to Democrats inflicted by Biden’s debate performance is but a shadow of what would happen if a sitting president were dragged kicking and screaming off the ticket. There would be some delegates legally obligated to vote for him anyway (though the convention itself could adopt rules that might supersede state laws binding delegates). Others delegates would stick with Biden as an act of loyalty. So you’d have a convention and a party deeply divided, to the delight of the opposition. Democrats would be fools to invite that catastrophe instead of carrying on in the sure knowledge that nearly half of the electorate really doesn’t want a second Trump administration. The “dump Biden” scenario just isn’t happening.

But Biden himself could withdraw as a candidate, instantly removing any legal obstacles to the selection of a different nominee (state laws binding delegates generally release them when their candidate’s tent folds) and mitigating the political damage significantly. And even as Democratic elected officials and party leaders publicly renew their vows of support for Biden, as they must, you have to figure private discussions are underway to determine if this proud and sometimes stubborn man will indeed step aside. He surely understands that he’s now given vivid life to widespread fears that he’s too old for another term in the White House. Reversing that impression will be very difficult, particularly since Trump is unlikely to give him a chance to redeem himself in a second debate. What was already a tough uphill slog of a campaign for reelection has now become a steep and perilous climb in which the incumbent, not his calamitous predecessor, will be the focus of constant malicious scrutiny.

Biden could reset the contest with one clear statement repeating his determination to keep Trump out of the White House and passing the torch to a successor. And, yes, he’d have to name a successor, lest the Chicago convention become a riotous playground for political egos, making a general-election campaign impossible to plan, finance, and execute. Sure, the punditocracy will clamor for the spectacle of an “open convention,” but it would represent political malpractice of the highest order. If he does “step aside,” Biden must help his vice-president “step up” with the backing of a united party. Any other option at this late date would smack of desperation and would divide Democrats even more bitterly than an effort to “dump” the incumbent.

The president chose Kamala Harris as his running mate in the full knowledge that an emergency requiring her elevation was an ever-present possibility. An imminent return to power by the 45th president is enough of an emergency to justify an extreme measure of self-sacrifice by the one man who stands in the way of that calamity.

Biden and those who advise him should, of course, carefully assess the damage wrought by the debate during the next few days. Perhaps the pundits are overreacting, and the Biden-Trump race will settle back into its familiar status as a barn burner that either candidate can win. There’s only a small window of opportunity for a presidential game-changing decision to flip the board and improve the odds of victory. It could be the most momentous decision of Joe Biden’s long and distinguished life.

 


Pros and Cons of Biden Resigning

In the wake of  the the first presidential debate, I put together a list of 20 reasons why President Biden might and might not end his bid for re-election:

Reasons why Biden should stay on:

It’s only one debate. A good candidate can have an off night.

“You dance with the one who brought you,” as one CNN commentator put it. Biden won all of his primaries, fair and square.

Biden’s answers to the questions were substantial, certainly no worse than Trump’s responses. Don’t get so freaked out by appearances.

Replacing Biden after he won all the primaries would be a bad look for a party that extolls democracy.

The how and when of picking a “replacement” are highly problematic. If the party goes with someone other than Vice President Harris, it risks a critical mass of Black voters and women not voting.

It’s the track records that really counts. Biden’s is good and Trump is still vulnerable, especially on his abortion policy and Supreme Court choices.

Even if voters believe Biden is showing some signs of cognitive decline, Trump is showing signs of mental illness (google “batteries, undersea and sharks,” for example), as well as moral depravity.

There are growing numbers of high-turnout senior voters who have switched to favoring Biden over Trump. Biden quitting under pressure might piss off a significant number of them.

The President’s advisors have a pivotal influence on decision-making. President Biden has excellent advisors, certainly compared to Trump’s band of extremists, loonies and corrupt lapdogs.

Keeping Biden would prevent a bruising fight over his successor.

Reasons Why Biden Should End His Re-Election Bid

There is still time for a new Democratic presidential  candidate to look like a good choice.

Vice President Harris is highly-capable, despite experiencing the usual disparagement that attends her office. Allowing her to head the ticket would show consistency and respect for the democratic process. She could generate excitement in choosing her running mate.

Democrats have an impressive bench of younger alternatives, if Harris doesn’t replace Biden at the top of the ticket. A partial list: Govs. Beshear (KY); Whitmer (MI); Shapiro (PA);  Newsom (CA); Sens. Warnock (GA) Casey (PA) and Klobuchar (MN);  Reps. Sherrill (NJ); Swalwell (CA); ; Khanna (CA); Minority Leader Jeffries (NY) Sec’y Buttigieg and many others.

Damaging images of the first debate will be relentlessly replayed in Republican campaign video clips from now until Election Day if Biden stays on.

The first debate debacle would be largely forgotten by November, with a new leader making the headlines.

Republicans would squawk, but a “that was then, this is now” argument by Dems could win the day.

A new presidential candidate could be the “fresh face” many voters long for.

All of a sudden, Trump would be the too-old guy. It would flip the age issue in a way that helps Dems.

Democrats could build a compelling case for winning back alienated young voters. Dems could be re-branded as the party that has an inspiring vision for a better future.

A young presidential replacement candidate could run for two terms, the second time with an incumbent’s advantage.

Above all, Democrats should not panic. As President John F. Kennedy said, “Every crisis has both danger and opportunity.” One opportunity is to show Democrats are competent at crisis management, a desirable quality for a governing party. Another is to switch the media focus to the interesting, positive changes in the Democratic Party. A third is to showcase the Democrats’ impressive bench of young, upcoming leaders. If Biden decides to stay, Democrats can unite around defeating Trump, who remains vulnerable, no matter who he runs against.


Political Strategy Notes

In “How Biden Can Win the Debate,” Brian Goldsmith writes at The Atlantic: “This is a gamble for Biden—but absolutely the right choice. He must try to redefine the race and encourage voters to take a second look. His age isn’t changing, but he can change some of the arguments he makes. And to influence voters who are still persuadable, he will have no better platform….Biden is now the incumbent who’s behind. And to turn things around onstage, he has to address the economy as voters experience it. Barely more than one-fifth of those surveyed in a recent New York Times poll rated the economy as excellent or good; a majority said it is poor. In a Guardian/Harris poll, more than half (56 percent) believed we are in a recession, and nearly three in five (58 percent) said Biden is responsible. The economic data may show that they’re mistaken—but good luck winning votes by telling Americans that they’re wrong….Biden’s first move at the debate podium should be to deliver his economic message with empathy—and a frank admission that inflation is still too high and prices on everyday goods are hurting millions of Americans. He should talk about his own family’s past hard times. That would give him more credibility to offer a narrative about the economic mess he inherited from Trump, the millions of good jobs he’s helped create, and the programs he’s put in place—such as the CHIPS Act and the bipartisan infrastructure law—to create an even better economy in the years ahead….He needs to talk about the future more than the past. As Gore has said, elections are “not an award for past performance.” This campaign has to be about the next four years. Currently, only one of dozens of Biden campaign ads outlines a second-term agenda. The platform it laid out is popular and compelling—making child care and elder care affordable, protecting Social Security and Medicare, passing a “minimum tax for billionaires,” establishing Roe v. Wade as the law of the land, banning assault weapons, and preserving the right to vote—but that ad is more than a year old, and I haven’t seen anything comparable since….Much of the president’s first-term accomplishments, and second-term agenda, should be framed as a fight to lower costs against Republicans who oppose both what he’s done and what he hopes to do….he third piece of Biden’s message that must change is his attack on Trump. Sounding the alarm against authoritarian threats to be a “dictator on day one,”cancel the Constitution, and take revenge on his “deep state” enemies is a vital, valid mission. Those hits are one reason Biden’s support among college-educated white voters is still about where it was four years ago. But the democracy agenda is either insufficient or ineffective to stanch Biden’s bleeding among working-class voters, including Latinos and Blacks….To win working-class Americans back to his coalition, Biden cannot simply tout his administration’s achievements in reducing crime and bringing down prices. That will just make him seem out of touch, as the longtime Democratic pollster Stan Greenberg has argued. The metaphorical sign behind Biden should say a good beginning, not mission accomplished. He should explicitly acknowledge that he isn’t satisfied and has more work to do—but then Biden should go on the offensive against Trump….In attack mode, Biden will look more vigorous. And he can win arguments about the way Trump’s budgets defund the police as well as environmental protection; how Trump’s policies undo gun-safety laws, caps on insulin prices, and protections for preexisting conditions; and why a Trump presidency would reward big companies and billionaires at the expense of working families….Biden should remind the debate audience that the only major legislation Trump passed was a huge tax cut for corporations and the wealthy—a measure that remains highly unpopular. And Biden can warn viewers that Trump is proposing more of those benefits for his buddies—tax cuts that will raise prices still higher. The threat isn’t just Trump’s vindictive personality or his antidemocratic instincts; it is his actual policies….Biden should use this extraordinary platform to make new arguments to voters: that he gets what they’re going through, that his plans will produce a better future, and that Trump isn’t just a risk for American institutions—he’s a threat to American families.”

At The New Yorker, John Cassidy writes that “it’s tricky for a politician to persuade voters that things are better than they think they are. Even as many people tell pollsters that they are satisfied with their own economic circumstances, they also say that the economy as a whole is still in poor shape. But, if Biden would be wise to frame his comments carefully in this area, he shouldn’t hesitate to ballyhoo, once again, the steps his Administration has taken to address some of the exploitative and monopolistic practices that big corporations have long subjected ordinary American customers and workers to….Many of these actions haven’t received the attention that they deserve, and they contrast sharply with the record, between 2017 and 2020, of Donald Trump, whose populist rhetoric from the campaign trail quickly yielded, once he was in office, to appointing former corporate lobbyists to regulatory agencies and showering corporations and the one per cent with huge tax cuts. Biden is promising to reverse those giveaways, and he has proposed new taxes on the very wealthy. Moreover, his Administration’s measures to eliminate hidden fees and reduce prescription-drug prices are part of a larger effort to boost competition and rein in corporate power, the likes of which arguably hasn’t been seen in the United States since the days of Teddy Roosevelt and Standard Oil….A longtime moderate Democrat, he has repeatedly referred to himself as a capitalist, and since he became President there have been times when he could have been tougher on major corporations. During the pandemic, for example, some major governments, including a center-right one in Britain, imposed a windfall tax on energy companies that were making out like bandits after a global surge in oil prices. Biden restricted himself to moral suasion. Taken as a whole, however, his Administration’s record belies the trope, common on the left and the right, that both major parties are in the pockets of big business, and it doesn’t matter who wins elections. If that were the case, why would there be so much pushback against Biden’s competition policies? Right now, lawyers for Big Pharma are suing to block the new prescription-drug rules. Big banks are suing to overturn an edict from the C.F.P.B. that capped credit-card late fees at eight dollars. And a number of plaintiffs, including the Chamber of Commerce, the Business Roundtable, and individual firms, are suing to block the F.T.C.’s ban on noncompete agreements….it’s up to Biden to make the contrast visible, and to point out that he, rather than the bluster merchant standing across from him, is the real economic populist. The record is clear: Biden will never get a better chance to explain it to voters.”

Not many of those who have been watching American politics for a few election cycles would be surprised by reports that “Trump’s massive fundraising haul” is catching up with the Biden campaign’s earlier lead in election fund-raising. Republicans rarely hurt for economic resources in the closing months of a national campaign – all the rarer in a time of record corporate profits. But Adam Wren reports at Politico that “new polling from Fox News shows an 11-point swing in President Joe Biden’s favorability among independents: They prefer Biden by 9 points, a reversal from May, when they favored Trump by 2 points. For the first time this year, the poll has Biden leading Trump by two points, 50-48, within the margin of error.” Wren also cites “a special election in Ohio’s 6th Congressional District this month, “in which “massively outspent Democrat Michael Kripchak erased 19 points from Trump’s 2020 margin of victory — still losing, but becoming the first Democratic candidate to carry the blue-collar Mahoning County since Trump painted it red in 2020….Incumbent Democratic senators in battleground states like Wisconsin, Nevada and Pennsylvania are polling ahead of their Republican challengers. In Arizona’s open Senate race, Republican Kari Lake, a star of the MAGA movement, is underperforming in the polls….after Republicans over the weekend nominated a far-right candidate for lieutenant governor in Indiana, a top national GOP lawyer predicted a “serious” threat to the top of the ticket even in the heart of MAGA country.” Also, “Trump may be raking in donations. But across the country, the mood of Republicans has dimmed, according to nearly a dozen Republican operatives, county chairs and current and former GOP officials. It comes amid ongoing concerns about the effect of abortion on Republican candidates….A Gallup poll released this month found record levels of voters saying that, in major races, they would only vote for candidates who share their views on abortion — with the intensity surrounding the issue likely to benefit abortion rights candidates more….And it follows defections from Trump in the primaries and, most recently, polling that has found Trump’s conviction in his New York hush-money trial hurting him with independents….Financially, the conviction was a boon to Trump’s small-dollar donor operation. But electorally, the reality of Trump’s conviction has begun to set in, they said.” In addition, three Trump-endorsed candidates lost their primary bids on Tuesday. But there is no guarantee that disgust with Trump’s convictions will have enough shelf life to last through Election Day.

“Abortion rights initiatives are already on the ballot in four states—Colorado, South Dakota, Maryland, and Florida—and pending signature approval in seven more,” Joan McCartyer writes in her article, “Anti-choicers in 11 states should be worried about November” at Daily Kos. “That includes more red states—Montana, Nebraska, Arkansas, and Missouri. In addition, advocates in the battleground states of Nevada and Arizona are still gathering signatures and likely to succeed. That puts the issue front and center in states key to President Joe Biden’s reelection and the Democrats’ hold on the Senate….Showing just how salient the issue is for voters, Montanans Securing Reproductive Rights announced last Friday that it had the most successful petition drive ever in the state for its constitutional amendment initiative guaranteeing that abortion access remain free in the state. It has gathered 117,000 signatures, nearly twice as many needed to get on the ballot—and from every county and all 100 House districts….The anti-abortion side has reason to panic. Voters have spoken in the past two years, from Kansas, Kentucky, and Ohio to all putting the issue on ballots in these states. They’re telling pollsters how important it is, too….The most recent Gallup poll showed a record number saying they’ll vote on this issue alone—32% of them. That breaks down to 23% of pro-choice voters and just 8% of anti-abortion voters….Civiqs polling highlights just how strong the pro-choice sentiment is in the electorate, with a plurality of 31% saying that abortion should be legal in all cases and another 30% saying it should be legal in most cases….This is a pro-choice country. Biden and Democrats get this, and it’s why they are centering the issue ahead of this election—they just need to make sure they tap into the citizens’ groundswell in every race, but particularly in the Senate and presidential campaigns.”


Biden Campaign Plays N.C. Wild Card

Some excerpts from “Biden Is Pouring Millions Into a State Democrats Haven’t Won Since 2008” by Tarini Parti at The Wall Street Journal:

President Biden’s re-election campaign is making a larger investment in North Carolina than recent Democratic presidential efforts, laying the groundwork for an alternative path to retaining the White House and potentially forcing Donald Trump to play defense in a Republican-dominated state.

The Biden campaign has 16 offices and hired more than 60 staff members, a campaign official and county officials said, marking a larger footprint—at an earlier point in the race—than Biden’s 2020 effort or Hillary Clinton’s in 2016. Biden and his allies have spent $5.2 million in the state through June 19 on broadcast and cable advertising, as well as radio and online, data from AdImpact shows. Trump’s campaign has spent nothing on advertising in the state so far for the general election, a sign his campaign sees the state as safely Republican.

Biden’s big bet on North Carolina could pay dividends this fall if he loses any of the three “Blue Wall” states—Pennsylvania, Michigan and Wisconsin—where Democrats have invested most heavily. Those states were reliably blue presidential states from 1992 until Trump, the former president, captured them in 2016. Biden won them back in 2020, but some polls there show Trump with a slight edge.

Biden is expected to visit North Carolina after the first presidential debate next week, which would be his fourth trip to the state this year. Vice President Kamala Harris has visited five times.

“This is a bigger, bolder effort,” Geoff Garin, a Biden pollster, said of North Carolina. “And there’s nothing like it on the Trump side.”

Garin said one of the issues the campaign would focus on is abortion rights in North Carolina. Republicans in the legislature there banned nearly all abortions after 12 weeks of pregnancy, with limited exceptions for rape, incest and serious fetal anomalies.

An official with the NC GOP said the campaign’s investments in the state had been unconventionally minimal so far. Karoline Leavitt, a spokeswoman for the Trump campaign, said it was expanding its operations with the launch of a new canvassing program through volunteers and had hired a dozen paid staffers.

Anna Kelly, a spokeswoman for the Republican National Committee, said: “In 2016 and 2020, Democrats lit money on fire in North Carolina only to lose to President Trump.”

However, “A Wall Street Journal poll conducted in March showed Trump leading Biden in six of seven battlegrounds including North Carolina, and the two men tied in Wisconsin. Trump’s lead of 6 percentage points in North Carolina was his widest margin in the battleground states. More recent presidential polls in the state have continued to find Trump with a solid lead in North Carolina—and one that is generally bigger than other swing states….Part of Biden’s challenge is that North Carolina is more rural than other presidential battlegrounds, and Republicans have built a formidable advantage in those communities.”

Nonetheless, “Democrats—hopeful Biden can be the first Democratic presidential nominee to win the state since Barack Obama in 2008—take solace in how close Biden came to winning in 2020. He lost the state by 74,000 votes in 2020—the closest since Obama’s victory there.”

Tarini explains that “population growth in North Carolina has made it politically unpredictable.” Also “Nearly 100,000 new residents have moved to the state annually since 2020—in large part from liberal states such as New York and California—to Democratic-leaning parts of the state, according to a state analysis of U.S. Census Bureau data.”

Tarini notes that Black turnout presidential elections in 2020 was down from Obama’s 2008 victory by a margin of 5 percent. Black citizens are today about 22 percent of NC’s population, but about a fourth of them are too young to vote. That ads up to a substantially smaller percentage than in Georgia’s, where about a third of voters were African Americans in 2020.  Yet it’s not all that hard to envision an energetic GOTV campaign in African American communities making a pivotal difference in favor of Biden.

Tarini shares a couple of quotes that bode well for Democrats: “If those folks decide to show up at their political strength, we could see the tipping of North Carolina,” said Michael Bitzer, a professor of politics and history at Catawba College in Salisbury, N.C….“We are in the state that was the closest state that Donald Trump won [in 2020], and we’ve got this gold mine in Mecklenburg,” said Drew Kromer, chairman of the Mecklenburg Democratic Party.” In addition,

Democrats also believe down-ballot races in the state could give Biden some momentum, especially the governor’s race in which Democrat Josh Stein has been leading in polls against Republican Lt. Gov. Mark Robinson. However, in 2016 and 2020, when Democratic Gov. Roy Cooper defeated his GOP opponents, Trump still carried the state.

Robinson is known for many controversial comments, including denying the Holocaust. Trump endorsed Robinson in the GOP primary over more establishment Republican candidates who raised concerns about Robinson’s ability to win in a general election.

“I think that Biden and Stein are going to lift each other up in this race in different ways and with different groups of voters,” said Garin, the Biden pollster.

All in all, it appears that NC may indeed be in play in November – if NC Democrats outwork the opposition.


Political Strategy Notes

“Key takeaways” from “Measuring the Swing: Evaluating the Key Voters of 2024,” a study by the leftish Data for Progress think tank, published near the end of last month: ”

  • The swing voters of the 2024 election are younger and more diverse than the composition of the overall 2024 likely voter population. Forty-three percent of swing voters are under 45 (compared with 33% of likely voters overall), and only 62% are white (compared with 71% of likely voters overall).

  • Swing voters reject ideological and partisan labels. They are especially likely to describe themselves as “moderates” and to not identify with or lean toward either major political party. However, some take clear left or right ideological positions on economic or social issues, aligning with existing data showing that voters who self-describe as “moderate” are not always coherently moderate on the issues.

  • Swing voters broadly lean left on government spending, taxes on the wealthy, and social equity. A majority of swing voters (60%) think the U.S. should increase spending on social programs and raise taxes on businesses and wealthy Americans, and a majority (52%) say they favor accepting non-traditional values and embracing diversity and inclusion efforts.

  • Swing voters are politically disengaged. They broadly dislike Biden and Trump and do not pay much attention to politics. Many are not sure which candidate they trust more on major political issues. They also demonstrate low interest in national politics and less enthusiasm for the 2024 election than likely voters overall.

  • Swing voters slightly prefer Trump over Biden in a race between the two candidates, but many are unsure and defect to third-party candidates. In a two-way race between Biden and Trump, Trump (32%) holds a slight advantage over Biden (29%) with swing voters, while a plurality (39%) are not sure. In a six-way race, with third-party candidates included, only 4% of swing voters back Biden, while 7% back Trump. A majority say they would back either Independent Robert F. Kennedy Jr. (46%) or one of the other third-party candidates (12%). Thirty percent say they’d still be unsure.

  • Their focus is on the economy. To the extent they do care about politics, it is focused heavily on the economy, with a plurality (33%) ranking it as their top issue in the 2024 election.

More “key takeaways” from the study:

  • Swing voters say they want Biden to take more action — not less. Sixty-one percent say that “Biden needs to take more action to solve our country’s problems” (compared with 49% of likely voters overall), while 22% say that “Biden has taken too much action that has made our country’s problems worse.”

  • Swing voters’ main concern is Biden’s age and ability to handle the job — not his ideology. Swing voters select Biden being too old (55%) and being incompetent (40%) as reasons they might not vote for him. Ideological concerns do not rise to the top: Only 16% select “Biden is too liberal” and only 5% select “Biden is too conservative.”

  • That said, swing voters are more concerned about Trump’s criminal charges and threats to democracy (48%) than Biden’s age and mental and physical health (41%).

  • Swing voters trust Trump more than Biden on the economy, immigration, and foreign policy. Biden holds an edge on other key issues including abortion, health care, and climate change. However, swing voters say they’re not sure whom they trust more on these issues at a higher rate than likely voters overall.

  • There is no evidence that a rightward ideological pivot would solve Biden’s problems with swing voters. The top two policies that swing voters say would make them vote for Biden are left-leaning economic policies — raising taxes on the wealthy (23%) and raising the minimum wage to $15 per hour (18%) — while the third-most cited is increasing border security (17%). Lower-ranked policies are a mix of left- and right-coded issues, including extending the Child Tax Credit, increasing oil drilling, conditioning military aid to Israel, adding work requirements to SNAP, legalizing marijuana, and increasing funding for police officers.

Data for Progress has a problematic track record in terms of its predictions about votes for Republican candidates in 2020 and 2022, and their “comprehensive scoring method” is debatable. But given the alternatives, their data-driven ‘takeaway’ insights about popular – and unpopular – policies with swing voters merit a thoughtful read by Democratic campaigns.

If you were wondering “Why RFK Jr. didn’t qualify for the first presidential debate” Geoffrey Skelley has the skinny at 538: “The clock struck midnight on Robert F. Kennedy Jr.’s window to qualify for CNN’s June 27 general election debate, and the network formally announced that he won’t make the stage. That hour on Thursday marked the deadline to meet CNN’s qualification requirements, which included being constitutionally eligible to become president, having at least four qualifying national polls with at least 15 percent support that meet CNN’s guidelines and having confirmed ballot access in enough states to potentially win a majority in the Electoral College (270 electoral votes). Kennedy ultimately came up short on both polls and ballot access in his bid to get a spot on the debate stage alongside President Joe Biden and former President Donald Trump.” Skelley adds, “But even though Kennedy didn’t qualify, his legal challenge to the debate is still ongoing. In late May, Kennedy’s campaign filed a complaint with the Federal Election Commission alleging that the CNN debate violates campaign finance law because the network “colluded” with the Biden and Trump campaigns in planning the debate and is using different ballot access rules for the two major-party contenders compared with Kennedy. CNN has said that Kennedy’s complaint is unfounded. All in all, it seems unlikely — although not impossible — that the FEC will intervene on Kennedy’s behalf….On the polling front, Kennedy’s situation was pretty cut and dried: He had three national polls at 15 percent or better that qualify under CNN’s rules, which means he needed one more at that level of support. However, Kennedy likely missed his final shot at a fourth poll when Beacon Research/Shaw & Co. Research/Fox News released a national survey on Wednesday evening that found him at 10 percent.” Further, “Although he’s polled at around 9 to 10 percent in 538’s national polling averagesince mid-March, Kennedy’s support level from survey to survey has varied enough that getting to 15 percent in four qualifying polls seemed plausible for him when CNN released its debate criteria in May. However, Kennedy has hit that mark in just three of the 14 eligible national surveys of registered or likely voters that included him as an option. Still, a small bit of variation in the result of just one other survey would have allowed him to meet CNN’s polling criteria — after all, he hit 14 percent in two qualifying surveys.” Skelley concludes, “Kennedy is trying to become the first third-party or independent presidential candidate to make a general election debate since Ross Perot in 1992, but barring unexpected and swift action by the FEC, it looks like he’ll have to hope for success in September instead.”

Some election-related  observations from former Republican Mike Madrid, author of “The Latino Century: How America’s Largest Minority Is Transforming Democracy,” interviewed at The Washington Monthly by Steve Kettmann: “Trump consistently lost 18 to 21 percent of Republicans from New Hampshire through New Mexico on June 4. That’s a shockingly high number for any nominee. Remember four years ago, Trump lost reelection as an incumbent with 8 percent of Republicans defecting. He’s consistently polling three times that number. The real question was: What was likely to happen with the differential between 8 percent and 18 percent? Who are these new 10 to 12 percent of Republicans who’ve had it? What do they do after the convictions?….If you have to choose between either, you’d rather be Biden….To be in the middle of June with 20 percent of your base saying they’re not with you is a five-alarm problem.” Regarding Biden’s latest move on Border security, Madrid says “I think it was really good and necessary politics. Biden needed to do it earlier….When you talk about the diversity within the Latino community, the most significant political diversity is generational, not country of origin. Very typically, immigrants vote overwhelmingly with the Democratic Party, more than 70 percent.” Regarding Arizona, Madrid says “I think Ruben wins, in large part because he’s got such a weak opponent. But Ruben is also doing something quite extraordinary. He’s a much more progressive member in the House than he is positioning as a candidate. One of the most fascinating developments is Ruben’s stamp of approval on Biden’s executive actions.” Nevada: “My guess is that Nevada goes for Trump, but (Senate candidate) Jacky Rosen wins down ticket. I think both will be very close.” NC: “if you can get the Latino share of the electorate up to 3 and a half, maybe 4 percent with registration efforts, North Carolina should be a blue state….But no polling shows enough of a subsample of Hispanic voters to gauge that community….There are 250,000 Latinos in a state that’s going to be won or lost by 70,000. Those people are not polled and tend to break 65 to 70 percent Democrat. You’ve got to like those odds if you’re a Democrat, even though Democrats haven’t invested nearly enough in voter registration.” Asked “What advice do you have for the Biden team these last few months before November?,” Madrid replies: “They need to immediately hold a press conference and announce a Marshall plan for housing. One in five Hispanic men works in the residential construction space or a related field. That’s extraordinary. Interest rates have tripled—not Biden’s fault—on his watch, as has the devaluation of our currency by 20 percent. That has a very significant impact on real people’s lives. If they can get new housing starts going immediately, you start to bring a lot of these Latino workers….Latino realtors and Latino mortgage brokers—you put them back to work. You go a long way toward rectifying the economic concerns of at least 20 percent of Latino households probably a lot more. The beauty of that kind of plan is that it speaks not just to workers in immediate jobs but to their aspirations of middle-class homeownership, which is increasingly out of reach. Asked “How will the presidential election go?” Madrid answers “The fundamentals still strongly favor a Biden reelection. But I do not see Democrats making the adjustments to stop the leakage of working-class Latino voters….if they can’t figure it out, then you will see Donald Trump elected by a historic number of Latino voters. If that happens, it is completely a failure of the Democrats’ messaging and policy strategy with Latinos. It has nothing to do with what Trump and the Republicans are doing. The fault will be on their plate.”


Teixeira: ‘Greenlash’ Is Here

The following article by Ruy Teixeira, senior fellow at the American Enterprise Institute, politics editor of The Liberal Patriot newsletter and co-author with John B. Judis of “Where Have All the Democrats Gone?,” is cross-posted from The Liberal Patriot:

The results from the recent European parliament elections were quite something. Right populists did very well indeed while the European Greens took big losses. They lost 18 of their 72 seats in the European parliament and their performance was particularly bad in the E.U.’s two largest states, Germany and France. In Germany, the core country of the European green movement, support for the Greens plunged from 20.5 percent in 2019 to 12 percent. Shockingly, among voters under 25, the German Greens actually did worse than the hard right Alternative for Germany (AfD). That contrasts with the 2019 elections, when the Greens did seven times better than the AfD among these young voters.

And in France, Green support crashed from 13.5 percent to 5.5 percent. The latter figure is barely above the required threshold for party representation in the French delegation.

The Greens’ overall poor performance means they are now behind not only the traditionally largest party groupings—the center-right European People’s Party (EPP), the social-democratic Socialists and Democrats group and the liberal Renew Europe group, but also both right-populist groupings—the European Conservatives and Reformists (which includes Georgia Meloni’s Brothers of Italy) and the Identity and Democracy group (which includes Marine LePen’s National Rally group)—and even the non-affiliated group (which includes Alternative for Germany (AfD) and Hungary’s Fidesz party).

There’s a reason for this. While there’s no doubt that concerns about immigration were key to the right populist surge in these elections, the role of backlash against green policies (call it “greenlash”) should not be underestimated. And the fattest target for this greenlash was naturally the Greens, the most fervent proponents of the European “Green Deal” and associated policies. The implications of this are huge. As Adam Tooze, himself a strong supporter of green policies, admits:

The elections have tilted the European political balance against the green agenda which has served as an important reference point for politics in Brussels for the last five years….Even if Ursula von der Leyen succeeds in her bid for a second term as Commission President, she will not be pursuing the full-throated green-forward policy that launched the Green Deal in 2019 and Next Gen EU in 2020….There is a groundswell of opinion in Europe that is preoccupied with the cost of living, wants to keep its internal combustion-engined cars and sympathizes with farmers in their opposition to green regulation.

Speaking of von der Leyen, Manfred Weber, the leader of her EPP party—still the largest grouping in the new parliament—has declared that the 2035 ban on the sale of combustion engine cars was a “mistake.” Peter Liese, lead climate policymaker of the EPP, said the election results indicated support for a less restrictive Green Deal and that, “The ban on combustion engines—that needs to go”.

Greenlash, in short, is for real. A summary article in The New York Times puts the situation well:

There is no sugarcoating it: losing one-third of their seats in the European Parliament elections last week, the Greens tanked.

The European Union has in recent years emerged as the world’s most ambitious frontier in fighting climate change. It did so through major policy shifts like setting high targets to cut emissions, preparing to ditch combustion engines, pushing for nature restoration and curbing the effect of farming on the environment. Green parties across the 27 E.U. member states have successfully driven that agenda.

But over the past few years, something has clearly snapped in much of the European electorate…A backlash against climate change policies as part of broader culture wars has gained momentum.

In many places, the nationalist agendas of far-right parties have been augmented by populist appeals to economically strained citizens. The right surged among voters by targeting the Greens specifically, painting them as unfit to protect poorer working people in rapidly changing societies.

For many voters, Green parties failed to show that their proposals were not just expensive, anti-growth policies that would hurt the poorest the most. And some view them as elitist urbanites who brush aside the costs of the transition to a less climate-harming way of life.

Some may look at these results and say, “Well, that’s Europe—couldn’t happen here”. But not only could it happen here it is happening here. Trump is running aggressively against Biden on exactly the same climate/energy issues and in exactly the same way as the right populists in Europe. And he’s getting traction. Voters really don’t want to be forced, directly or indirectly, to get an electric vehicle when they’re perfectly happy with their internal combustion car. Voters really do care, above all, about cheap energy prices, not the provenance of that energy. And fundamentally most voters simply do not care that much about climate change as an issue relative to other issues like the cost-of-living.

Recent polling by Impact Research for Third Way vividly demonstrates these realities. Just 4 percent of voters attach enough priority to climate change issues to be described as “climate-first” voters, dwarfed by the ranks of voters most concerned about lowering costs and reducing inflation. This mighty 4 percent of voters supports Biden by 96 points (!), a margin that would have made a Soviet Politburo candidate happy back in the day. Doesn’t seem like these voters, unlike the economy-first voters, are really in play.

Moreover, nonwhite and young voters—among whom Democrats have been bleeding support—are disproportionately economy-first voters. And who are the climate-first voters? According to the Third Way report they:

…tend to hold a college degree or higher…They are also far more likely than Economy-First voters to be financially comfortable and to believe the economy is in good shape, by a margin of 35 and 47 points, respectively….

It’s simple: if you’re prioritizing climate change this election, you’re financially comfortable. For everyone else, it remains a fringe issue, and cost-of-living concerns take center stage.

Maslow’s hierarchy of needs anyone?

No wonder Trump thinks he can effectively slam Biden and the Democrats on their climate change approach. They are leaning into an issue and devoting considerable resources to a cause that is fundamentally boutique in nature. Sentiment about electric vehicles has been trending negative and most in the working class now say they would not even consider buying one. Voters are strongly opposed to measures and regulations that would limit the future availability of gasoline-powered cars. And somewhat cluelessly the Biden administration has recently doubled down on doing just that.

Voters of course hate being told what car they must drive, how they must heat their homes, cook their food, etc. And they really, really hate high prices. Rather than fighting climate change, their strong preference is for cheap, reliable, abundant energy. No wonder that, when asked whether they would support paying something extra on their monthly utility bill to combat climate change, working-class voters opposed even paying an extra one dollar. And if the toll was raised to $10, these voters were opposed by a massive 38 points.

This makes it a problem, to say the least, that voters trust Trump more than Biden to address these issues. In an earlier Third Way poll, voters preferred Trump to Biden by 15 points on increasing domestic energy production and by 17 points on reducing the cost of energy and gas. Clearly a different approach is called for in this area other than emphasizing the importance of climate change, as dear to the hearts of liberal activists as this issue may be.

Above all, Democrats should keep in mind the “iron law of climate policy” as originally articulated by Roger Pielke Jr: When policies focused on economic growth and the cost-of-living confront policies focused on emissions reductions, it is economic growth and the cost-of-living that will win out every time.

The funny thing is that the experience of the Biden administration has been quite consistent with the iron law even though they’re loath to admit it. When Biden swept into office, cancelling the Keystone XL pipeline, blocking oil and gas exploration in the Arctic National Wildlife Refuge, and stopping oil and gas leasing on public lands, it seemed like his administration was going to fulfill the dreams of climate activists and dramatically ratchet down fossil fuel production. But economic imperatives soon put paid to those dreams and the Biden administration has presided instead over historic highs in oil and gas production.

The U.S. is an all-of-the-above energy superpower! But Biden and the Democrats never talk about that. Maybe they should. Greenlash is here and coming for them, unless they change course and unapologetically connect to the concerns of ordinary voters, rather than to the tiny group of climate-first voters. Carrying those voters by 96 points will be cold comfort if Trump rides the massive group of economy-first voters into the White House. And right now that looks very possible.


Why It’s Critical to Prevent a Republican Trifecta

Democrats are obviously focused on defeating Donald Trump in November. But if they don’t, hanging onto the Senate will be tough, and the consequences of allowing a Republican trifecta are very significant, as I explained at New York:

Donald Trump’s circle of advisers is developing an elaborate and menacing set of policies that might be imposed by executive order in a second Trump presidency. It’s clear MAGA-land is eager to expand presidential powers to and beyond Nixonian levels with or without any permission slips from Congress. But all things being equal, Trump and his cronies would prefer a compliant Congress that gives them the maximum legal authority to kick ass and take names. That will first require Republican control of Congress, which is a pretty good bet if Trump wins the presidential race (the GOP is narrowly favored to retain control of the House and more strongly favored to flip the Senate).

If Republicans do win a trifecta (as they did in 2016, and as Democrats did in 2020), they will unlock the magic of “budget reconciliation” as a way to package and (with luck and skill) enact much of what Trump and his congressional allies can agree on in one huge bill.

Reconciliation is a device created by the Congressional Budget Act of 1974 and was first used extensively by Ronald Reagan in 1981. It creates a path around the filibuster powers that normally give the Senate minority (so long as it commands 40 votes) a veto on controversial legislation and the leverage to compel compromises on “must-have” bills. It also speeds up the timetable for congressional consideration of its contents and can cover a broad swath of subjects so long as they have a direct impact on spending and revenue levels. It’s how Republicans enacted the Trump tax cuts of 2017 and how Democrats enacted both the American Rescue Plan of 2021 (a.k.a. Biden’s stimulus package) and the Inflation Reduction Act of 2022 (originally dubbed “Build Back Better”).

Reconciliation was also the vehicle for the last big Republican legislative failure: the bid in 2017 to repeal and replace Obamacare, which failed twice in the Senate because the GOP could not nail down its own lawmakers or flip any Democrats. That was a bitter source of disappointment; prior to the 2016 elections, then–House Speaker Paul Ryan referred to reconciliation as a “bazooka in my pocket” that would destroy the institutional obstacles to his much-desired demolition of key elements of the welfare state.

Now Ryan’s successor, Mike Johnson, is thinking about how to avoid the 2017 failure and make maximum use of the “bazooka” that is now in his pocket, as the Washington Times reported:

“House Speaker Mike Johnson and Senate Republicans met Wednesday to begin discussions on a policy agenda they can muscle through Congress next year if their party has full control in Washington.

“Central to the developing GOP agenda is renewing a significant chunk of the 2017 Tax Cuts and Jobs Act that is set to expire in 2025. But Mr. Johnson is urging Republicans to think bigger than extending those tax breaks and look at a wider swath of policy areas that could be packed into a Senate filibuster-proof budget reconciliation package.

“Budget reconciliation is how Republicans and former President Donald Trump passed their 2017 tax law. But after watching Democrats use it to pass much broader legislation under President Biden — the 2021 coronavirus relief law known as the American Rescue Plan and the 2022 climate and tax law called the Inflation Reduction Act — Republicans want to do more if they control Congress and the White House.

“’The main idea is let’s think big,’ said Sen. Kevin Cramer, North Dakota Republican.”

To put it another way, while it’s unclear whether Republicans would prefer to handle tax cuts and spending cuts in the same reconciliation bill, using the device to pay for the former via the latter goes without saying. And in terms of spending cuts, when Republicans talk about thinking big, that’s likely to involve a meat ax aimed at domestic programs, including those safety-net programs (consider Medicaid and Obamacare subsidies a permanent GOP target) that aren’t placed explicitly off-limits by Trump.

It’s clear today’s Republicans believe their 2017 predecessors blew a prime opportunity to make drastic changes in how the federal government operates, perhaps because so few of them actually thought Trump would win. This time around, they’re thinking ahead. So should Democrats. And the best way to deny a right-wing policy coup is to prevent a GOP trifecta.


New Biden Ad Spotlights Trump’s Criminal Convictions

Check out the new Biden-Harris ad, followed by some of the commentary of Julianne McShane at Mother Jones:

President Joe Biden is highlighting the fact that his GOP opponent for the presidency is now a convicted felon—a first in American history.

The ad begins with somber, black-and-white pictures of former President Donald Trump in court flashing across the screen. “In the courtroom, we see Donald Trump for who he is,” a narrator explains. “He’s been convicted of 34 felonies, found liable for sexual assault, and he committed financial fraud.” (Fact-check: All true.)

After a brief detour into some of Biden’s accomplishments—”lowering healthcare costs and making corporations pay their fair share”—the narrator reminds viewers of the high stakes in November’s election: “This election is between a convicted criminal who’s only out for himself and a president who’s fighting for your family.”

McShane adds that “The new ad is reportedly part of a $50 million ad blitz the Biden campaign is launching through the end of this month, timed to kick off before the first presidential debate between Biden and Trump, hosted by CNN and set for June 27. It also reflects the Biden campaign’s increasing focus on turning Trump’s conviction into a critical part of its messaging. New polling shows this could matter to certain key voters. A POLITICO Magazine/Ipsos poll found that more than a fifth of independent voters—21 percent—said the conviction made them less likely to support Trump. On the other hand, 44 percent of independents said they somewhat or strongly believed the false narrative that the hush-money case was brought to support Biden’s re-election. In 2020, Biden led Trump among independent voters by 52 to 43 percent.”

McShane concludes:

As Democrats attempt to highlight the contrast between Biden’s and Trump’s records on abortion rights, NBC News reports that the Biden campaign plans to hold more than 30 events in battleground states this Saturday to mark the two- year anniversary of Dobbs, the ruling that struck down Roe. The Democratic Party arm focused on state legislative races also announced a $10 million campaign today in swing states emphasizing the importance of electing Democrats at the state level and putting Biden back in the Oval Office for another term.

It looks like the Democrats’ gloves are finally off—just in time for next week’s battle on the debate stage.

And not a minute too soon.


Biden Rather Than Trump Could Have an Electoral College Advantage in 2024

Looking into the reasons for Republican triumphalism and Democratic pessimism in the 2024 presidential contest, I identified and challenged one factor at New York:

Beneath all the noise about Trump riding high is some actual empirical evidence that’s he’s improving on his 2020 performance. That’s most obvious in national popular-vote estimates: Trump lost by 4.5 percent in 2020 and is leading, albeit modestly, in 2024 national polls. But it’s also evident in particular states where he didn’t do well at all last time around. Lately, there’s a lot of buzz about Trump being competitive in supposedly deep-blue Virginia, as The Wall Street Journal reports:

“Whether Virginia backs Donald Trump or Joe Biden shouldn’t even be a discussion.

“The state hasn’t backed a Republican for president since George W. Bush in 2004.

“But early polls showing Trump, the presumptive Republican nominee, cutting into the Democratic president’s lead have served as a wake-up call for Virginia Democrats, who acknowledge headwinds with voters dissatisfied with Biden’s leadership. Republicans say that if Virginia is even remotely on the table for Trump, Biden is in serious trouble in traditional battleground states such as Wisconsin, Michigan and Pennsylvania.”

Underlying this Republican excitement are two polls, one from Fox News in June and another from Roanoke College in May, showing Trump and Biden tied in the Old Dominion. While that’s hardly a big dataset, it is indeed eyebrow-raising: In 2020, all but one public poll of Virginia taken after May showed Biden with a double-digit lead, and he ultimately won by 10 percent. Virginia was also carried by Barack Obama in both 2008 and 2012 and by Hillary Clinton in 2016. So it’s a blue state turning purple, and some would say that has big implications for the rest of the country!

Unfortunately for this take, short-term trends in particular states don’t always mean a lot. I’m old enough to remember that before Obama won Virginia in 2008, the state went Republican for 11 straight presidential elections. It was the only state of the former Confederacy to go against Jimmy Carter twice. Big-time national losers George H.W. Bush (in 1992) and Bob Dole (in 1996) won there. Biden’s double-digit win in 2020, moreover, reflected a fairly sudden Democratic surge: Obama won the state by less than his national popular-vote margin in 2008 and by exactly his national margin in 2012; Clinton won Virginia by a hardly overwhelming 5 percent.

Obviously, if Trump actually wins Virginia, it would be a big deal, putting 13 precious electoral votes he’s never won before into his column. But a tightened margin in any given state really just means the favored party will have to decide whether to put resources there that had been earmarked for states previously thought of as battlegrounds. If there’s a national shift, it’s likely to be reflect in national polls, and there Trump’s lead doesn’t look like the stuff of landslides (0.8 percent in the current RealClearPolitics averages of head-to-head polls).

The reality is that we may not know what the 2024 battleground landscape will ultimately look like until a lot closer to Election Day. Don’t forget that the identity of the closest states can and does change. Florida was the ultimate battleground state of all time in 2000; now it’s considered reliably red. That’s even truer of Iowa and Ohio; the latter is where the 2004 presidential election was decided, and the former was dead even in 2000 and 2004 before lurching toward Democrats in the two Obama elections and then massively toward Trump in 2016 and 2020. And it’s not just newly red states that have changed complexions: In living memory, New York, California, and Hawaii were presidential battleground states.

Is there a theory as to why Trump might be doing significantly better in Virginia without it necessarily signaling a big national lead? Yes, actually. National polls are showing Trump making gains among young and non-white non-college-educated voters, and Biden making gains among white college-educated voters. This may shift each candidate’s vote share in various states without flipping them, as Sean Trende recently noted:

“One doesn’t have to be gifted with a particularly vigorous imagination to see what could happen here: Trump has substantial improvements among non-white voters, driving gains in some red areas (like Texas) and flipping some important swing states. He also makes gains in some blue states like Virginia, New Mexico, California, and New York, but is unable to flip them because the hole with educated whites is just too deep. Then, in relatively white Rust Belt states like Wisconsin, Ohio, Pennsylvania, Minnesota, and Michigan, very little changes.”

So the widespread assumption of a built-in Republican advantage in the Electoral College may actually be outmoded. You can’t look at Trump’s small lead in national polls and assume this means he’s far ahead in the race for EVs that really matters, as Trende points out:

“The result could easily be Trump winning the popular vote, but Biden eking out a narrow 270-268 Electoral Vote victory … It’s a really narrow road to victory for the former president right now, but it is also a perfectly plausible path.”

So perhaps MAGA folk should hold off on the premature victory celebrations, in Virginia and elsewhere. The shape of the election is still developing.