washington, dc

The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

Ed Kilgore

Biden’s Underwater Approval Ratings Rising to the Surface

Sometimes polling numbers change so slowly that it takes a while to notice an important trend, but Joe Biden’s job approval ratings are still gradually creeping upward, as I noted at New York:

Democrats managed to break pretty close to even in the 2022 midterms despite Joe Biden’s chronically underwater job-approval ratings. But now there’s even better news for Democrats and for Biden’s prospects of winning a second term: His job-approval numbers have been gradually improving since Election Day. And if you look at his approval ratio (the gap between those approving and disapproving of his performance as president), the trends are even better.

According to the RealClearPolitics polling averages, Biden’s current job-approval ratio is minus 7.6 percent (44.1 percent approval, 51.7 percent disapproval). The gap was 12.4 percent on November 8, 2022, and 20.7 percent last July 20 (36.8 percent approval, 57.5 percent disapproval). In the FiveThirtyEight averages, Biden is even closer to being above water in terms of popularity. His ratio is now minus 6.8 percent (44.1 percent approval, 50.9 percent disapproval). Last time he was in positive territory was on August 29, 2021, at FiveThirtyEight and on August 21, 2021, at RCP. There are some outlier polls already showing Biden above water (e.g., a new Economist/YouGov poll that gives him 50 percent approval and 47 percent disapproval among registered voters). More may soon follow.

What does Biden need in the way of popularity to become a good bet for reelection in 2024? Using Gallup data (our best source for comparing presidents over time), recent presidents who won reelection had job-approval ratings between 48 percent (George W. Bush in 2004) and 58 percent (Ronald Reagan in 1984). Obama was at 52 percent, and Bill Clinton was at 54 percent. Losers included Jimmy Carter at a terrible 37 percent and Donald Trump at a meh 45 percent (Trump, of course, came pretty close to pulling off the electoral-vote upset despite losing the popular vote by 4.5 percent).

Biden might note that Obama (whose party did not do remotely as well in the 2010 midterms as it did in 2022) gained six points in job-approval ratings between June and November of 2012. That kind of progress for Biden from now through Election Day 2024 would put him in relatively good standing. And that’s aside from the fact that he could win reelection even with unimpressive job-approval numbers if his opponent has popularity issues of his or her own. Presumably, these are matters that Biden will mull before he makes his 2024 intentions definitively known.

 


January 6: Two Years After Trying to Overturn an Election, MAGA Republicans Still Disrespecting Democracy

Listening as I did to the House Speaker’s election saga, I heard a lot of rhetoric that brought back very bad memories, and I wrote about them at New York:

One of the more interesting things about the weeklong right-wing revolt against Kevin McCarthy’s ascent to the Speakership that has paralyzed the U.S. House has been the rebels’ conceit that they, rather than the other 414 members of the chamber, exclusively represent the “will of the American people.” They have passionately and redundantly appealed to this self-designed mandate during their remarks on the floor. A good example was Thursday’s speech by Virginia congressman Bob Good in nominating his obscure Oklahoma colleague Kevin Hern for the Speakership:

“The greatest reflection of where the people of this country are is the House of Representatives. The people spoke back on November 8 and gave the majority by some 3 or 4 million votes to the Republican Party. It’s not the White House; it’s not the Senate. It’s the People’s House that reflects where the American people are, and they trusted us on this side of the aisle with the leadership of this House. And we have a window of opportunity to validate that trust, to do whatever we can to save this Republic.”

That salvation, Good continues at some length to assert, requires “transformational change” in the Republican Party and in the Congress, meaning above all no more cooperation with the White House, with House Democrats, or with either party’s leadership in the Senate, as they all represent the despised “swamp” in the MAGA imagination.

When you deconstruct this train of thought, its arrogance is pretty breathtaking. The notion that the House majority holds an exclusive popular mandate is not one that Good or any of the rebels would have embraced during the eight years that Nancy Pelosi was Speaker. As for 2022, the more than 54 million Americans who voted for House Democratic candidates are given no voice at all. And the idea that Republicans carried the House out of some frantic cry from the electorate for “transformational change” is less compelling than the entirely commonplace metronomic trend against the party controlling the White House — a trend that was, in fact, weaker than any we have seen since 2002 and among the weakest ever. And the anti-McCarthy rebels had little or nothing to do with preventing a completely catastrophic midterms outcome for Republicans. As FiveThirtyEight notes, most of them barely had to run in the 2022 general election:

“Unlike the Democrats who voted against former Speaker Nancy Pelosi in 2019 — who hailed exclusively from competitive districts — McCarthy’s foes tend to come from solidly red turf. Only three of the 20 were elected in districts with FiveThirtyEight partisan leans bluer than R+15 [districts 15 points more Republican than the country as a whole].”

Yes, arch-rebel Lauren Boebert won the closest House race in the country. But that’s because she very nearly lost reelection in an R+7 district, not because she was identified with “the swamp” or with Kevin McCarthy. Conversely, it’s hard to blame GOP underperformance on RINO squishes. Republicans lost the Senate thanks to unimpressive results posted by MAGA stalwarts like Blake Masters, Don Bolduc, Herschel Walker, and Adam Laxalt. If Mitch McConnell (the object of nearly as much rebel spleen as McCarthy this week) still stands athwart the Senate Republican conference like an ancient colossus, it’s because candidates who share the worldview of Bob Good and Matt Gaetz and Andy Biggs bombed at the ballot box. Closer to home, notable House flops included right-wing insurgents Joe Kent of Washington, J.R. Majewski of Ohio, and John Gibbs of Michigan.

Listening to the anti-McCarthy hardliners, you get the sense that they believe themselves to represent the popular will independently of mere elections. And that makes sense when you plumb the depths of their conspiracy-theory-laden points of view. Most of them are 2020 election deniers who are willing to discount a sizable number of votes as putatively fraudulent. Many believe leaders in both parties (along with the news media and social-media platforms) are complicit in preventing many millions of voters from making informed candidate choices. And at a time when they and other Republicans routinely accuse Democrats of socialist extremism, conservative hardliners counterintuitively continue to assert (as they have done during the Speakership fight) that there is too little difference between the two parties.

In this, the fringe characters of the political right resemble their counterparts on the left; both tend to assume there is a hidden majority for their points of view that somehow never breaks through in actual elections thanks to the perfidy of the Establishment. But let’s be clear: There’s zero equivalence in conduct. The fringe elements of the left, to the extent they exist in Congress, aren’t holding the chamber hostage; they have joined their Establishment colleagues in supporting Hakeem Jeffries for Speaker, though many consider him too “centrist.” And it’s not the left that spawned an assault on the Capitol just two years ago or whose votes to overturn the 2020 election results represented an endorsement of the rioters’ motives, if not their violent excesses. (All of the anti-McCarthy rebels then in Congress, along with McCarthy himself and a majority of House Republicans, voted against counting state-certified Biden electors.) In a very real sense, the men and women who have prevented the swearing in of the 118th Congress for so long represent not “the American people” but an anti-democratic faction that recognizes no authority but its own will to power.


Two Years After Trying to Overturn an Election, MAGA Republicans Still Disrespecting Democracy

Listening as I did to the House Speaker’s election saga, I heard a lot of rhetoric that brought back very bad memories, and I wrote about them at New York:

One of the more interesting things about the weeklong right-wing revolt against Kevin McCarthy’s ascent to the Speakership that has paralyzed the U.S. House has been the rebels’ conceit that they, rather than the other 414 members of the chamber, exclusively represent the “will of the American people.” They have passionately and redundantly appealed to this self-designed mandate during their remarks on the floor. A good example was Thursday’s speech by Virginia congressman Bob Good in nominating his obscure Oklahoma colleague Kevin Hern for the Speakership:

“The greatest reflection of where the people of this country are is the House of Representatives. The people spoke back on November 8 and gave the majority by some 3 or 4 million votes to the Republican Party. It’s not the White House; it’s not the Senate. It’s the People’s House that reflects where the American people are, and they trusted us on this side of the aisle with the leadership of this House. And we have a window of opportunity to validate that trust, to do whatever we can to save this Republic.”

That salvation, Good continues at some length to assert, requires “transformational change” in the Republican Party and in the Congress, meaning above all no more cooperation with the White House, with House Democrats, or with either party’s leadership in the Senate, as they all represent the despised “swamp” in the MAGA imagination.

When you deconstruct this train of thought, its arrogance is pretty breathtaking. The notion that the House majority holds an exclusive popular mandate is not one that Good or any of the rebels would have embraced during the eight years that Nancy Pelosi was Speaker. As for 2022, the more than 54 million Americans who voted for House Democratic candidates are given no voice at all. And the idea that Republicans carried the House out of some frantic cry from the electorate for “transformational change” is less compelling than the entirely commonplace metronomic trend against the party controlling the White House — a trend that was, in fact, weaker than any we have seen since 2002 and among the weakest ever. And the anti-McCarthy rebels had little or nothing to do with preventing a completely catastrophic midterms outcome for Republicans. As FiveThirtyEight notes, most of them barely had to run in the 2022 general election:

“Unlike the Democrats who voted against former Speaker Nancy Pelosi in 2019 — who hailed exclusively from competitive districts — McCarthy’s foes tend to come from solidly red turf. Only three of the 20 were elected in districts with FiveThirtyEight partisan leans bluer than R+15 [districts 15 points more Republican than the country as a whole].”

Yes, arch-rebel Lauren Boebert won the closest House race in the country. But that’s because she very nearly lost reelection in an R+7 district, not because she was identified with “the swamp” or with Kevin McCarthy. Conversely, it’s hard to blame GOP underperformance on RINO squishes. Republicans lost the Senate thanks to unimpressive results posted by MAGA stalwarts like Blake Masters, Don Bolduc, Herschel Walker, and Adam Laxalt. If Mitch McConnell (the object of nearly as much rebel spleen as McCarthy this week) still stands athwart the Senate Republican conference like an ancient colossus, it’s because candidates who share the worldview of Bob Good and Matt Gaetz and Andy Biggs bombed at the ballot box. Closer to home, notable House flops included right-wing insurgents Joe Kent of Washington, J.R. Majewski of Ohio, and John Gibbs of Michigan.

Listening to the anti-McCarthy hardliners, you get the sense that they believe themselves to represent the popular will independently of mere elections. And that makes sense when you plumb the depths of their conspiracy-theory-laden points of view. Most of them are 2020 election deniers who are willing to discount a sizable number of votes as putatively fraudulent. Many believe leaders in both parties (along with the news media and social-media platforms) are complicit in preventing many millions of voters from making informed candidate choices. And at a time when they and other Republicans routinely accuse Democrats of socialist extremism, conservative hardliners counterintuitively continue to assert (as they have done during the Speakership fight) that there is too little difference between the two parties.

In this, the fringe characters of the political right resemble their counterparts on the left; both tend to assume there is a hidden majority for their points of view that somehow never breaks through in actual elections thanks to the perfidy of the Establishment. But let’s be clear: There’s zero equivalence in conduct. The fringe elements of the left, to the extent they exist in Congress, aren’t holding the chamber hostage; they have joined their Establishment colleagues in supporting Hakeem Jeffries for Speaker, though many consider him too “centrist.” And it’s not the left that spawned an assault on the Capitol just two years ago or whose votes to overturn the 2020 election results represented an endorsement of the rioters’ motives, if not their violent excesses. (All of the anti-McCarthy rebels then in Congress, along with McCarthy himself and a majority of House Republicans, voted against counting state-certified Biden electors.) In a very real sense, the men and women who have prevented the swearing in of the 118th Congress for so long represent not “the American people” but an anti-democratic faction that recognizes no authority but its own will to power.


December 22: National Abortion Ban Will Be a Litmus Test for Republican Presidential Candidates

Well, there’s certainly once element of the Republican coalition that’s excited about a competitive 2024 presidential nominating contest. I wrote about it at New York:

For the anti-abortion movement, 2022 was an epochal year, with its longtime goals, the reversal of Roe v. Wade and the abolition of federal constitutional abortion rights, accomplished in one fell swoop in the Dobbs Supreme Court decision. And the rush of Republican-controlled state legislators to enact newly available abortion restrictions was very exciting to those who spent decades struggling to find small cracks in the legal edifice created by Roe and by Planned Parenthood v. Casey.

But the grassroots political backlash to these developments should have been alarming to anti-abortion activists as they watched their long-time vassals in the Republican Party dance away from the aggressive steps to ban abortions everywhere that they had implicitly and explicitly promised to pursue once Roe went down. When Lindsey Graham tried to force a vote on a national 15-week abortion ban in the Senate in September, midterm-conscious Republican politicians all but shouted him down. By November, abortion-rights advocates had won ballot tests over laws in six states (Kansas, Kentucky, Vermont, California, Michigan, and Montana). And without question, the abortion backlash was a significant — maybe the most significant — factor in the underperformance of Republicans in the midterms.

Now divided government in Washington will paralyze policy-making on abortion and nearly every other issue for the next two years. So all eyes are on 2024, and worried anti-abortion activists are making it clear they will use all the leverage they can to reimpose their views on the GOP via litmus tests on Republican presidential candidates. As Politico reports, demand No. 1 will likely be the kind of national abortion ban Graham proposed to the horror of most of his colleagues:

“Anti-abortion advocates are insisting on more in a post-Roe era — namely, a hard commitment to back a federal abortion ban — and they’re holding out until they get it.

“That means potential Republican presidential hopefuls — such as Trump and Florida Gov. Ron DeSantis, whose state’s 15-week abortion ban would have been at the leading edge of the anti-abortion movement a year ago — enter the 2024 cycle under pressure to go farther. There’s already a range of policy positions across the potential GOP field, from former Vice President Mike Pence’s support for a national abortion ban to former U.N. Ambassador Nikki Haley’s recent remarks that abortion should remain a state issue, and most have not yet detailed the exact anti-abortion policies they would push if elected.”

That will change assuming there really is a big, brawling competition for the 2024 GOP nomination full of candidate forums and dominated in some key states by activists who eat, breathe, and sleep abortion politics above all (such as Iowa, which among Republicans will remain the first contest of 2024 no matter what Democrats do). And despite the deep appreciation the forced-birth crowd has for what Donald Trump did to help bring down Roe and the powerful head of steam Ron DeSantis has built up if he decides to challenge the 45th president, no candidate will get to skip a tough abortion litmus test, or ignore demands to talk about the subject early and often.

“’Look, I’m appreciative of everything [Trump] put in place,’ Tony Perkins, the president of the Family Research Council, told POLITICO. ‘Evangelical voters and conservative voters have great admiration and appreciation for him, but they still want a vision cast for the future and they don’t want to go through four years of relitigating 2020.’

“Trump didn’t once mention abortion or the fall of Roe in his grievance-laden speech announcing his 2024 campaign, sparking conservative concerns that he won’t prioritize the issue in a third White House bid.”

DeSantis has been a bit dodgy, pushing through his legislature a 15-week ban with no exceptions but (so far) resisting demands to go farther now that he stands athwart Florida like a political colossus. But he and other potential presidential candidates will definitely have to take a stand on a national ban, which is not a theoretical matter since a very good Republican year in 2024 could give the GOP trifecta control in Washington. Certainly the topic will come up in the early and pivotal 2024 primary in South Carolina, Lindsey Graham’s state, where a potential presidential candidate, former governor Nikki Haley, has taken the position that abortion is exclusively a state issue. Here’s what Graham told Politico about that:

“’Each person running for the White House will have to come up with an answer to the question, post-Dobbs: “Should we consider this a states rights issue or a human rights issue?”‘ Graham said in an interview. ‘The pro-life community is still a strong component of the Republican Party and if you’re running for president, I think in certain states, like South Carolina, the position that the unborn have no voice in our nation’s capital will be a tough sell for the pro-life community.’”

At present the only potential 2024 Republican presidential candidate who is golden with the anti-abortion lobby is former vice-president Mike Pence, the conservative evangelical stalwart who has long favored a very tight national ban on abortions. Assuming he runs (which he’s giving every indication of doing) Pence will significantly ramp up the pressure on his rivals to commit to a federal ban on the strictest possible terms.

Will any potential GOP president look at some general-election polls and dare to push back on these demands? It’s an interesting question. The pro-choice wing of the Republican Party has been moribund for decades. But 2022 votes in Kansas and elsewhere have shown there are Republican voters who haven’t bought into anti-abortion extremism once it actually matters in terms of the law of the land. In any event, the national GOP’s position on the fraught subject will be tested as never before in 2024.


National Abortion Ban Will Be a Litmus Test for Republican Presidential Candidates

Well, there’s certainly once element of the Republican coalition that’s excited about a competitive 2024 presidential nominating contest. I wrote about it at New York:

For the anti-abortion movement, 2022 was an epochal year, with its longtime goals, the reversal of Roe v. Wade and the abolition of federal constitutional abortion rights, accomplished in one fell swoop in the Dobbs Supreme Court decision. And the rush of Republican-controlled state legislators to enact newly available abortion restrictions was very exciting to those who spent decades struggling to find small cracks in the legal edifice created by Roe and by Planned Parenthood v. Casey.

But the grassroots political backlash to these developments should have been alarming to anti-abortion activists as they watched their long-time vassals in the Republican Party dance away from the aggressive steps to ban abortions everywhere that they had implicitly and explicitly promised to pursue once Roe went down. When Lindsey Graham tried to force a vote on a national 15-week abortion ban in the Senate in September, midterm-conscious Republican politicians all but shouted him down. By November, abortion-rights advocates had won ballot tests over laws in six states (Kansas, Kentucky, Vermont, California, Michigan, and Montana). And without question, the abortion backlash was a significant — maybe the most significant — factor in the underperformance of Republicans in the midterms.

Now divided government in Washington will paralyze policy-making on abortion and nearly every other issue for the next two years. So all eyes are on 2024, and worried anti-abortion activists are making it clear they will use all the leverage they can to reimpose their views on the GOP via litmus tests on Republican presidential candidates. As Politico reports, demand No. 1 will likely be the kind of national abortion ban Graham proposed to the horror of most of his colleagues:

“Anti-abortion advocates are insisting on more in a post-Roe era — namely, a hard commitment to back a federal abortion ban — and they’re holding out until they get it.

“That means potential Republican presidential hopefuls — such as Trump and Florida Gov. Ron DeSantis, whose state’s 15-week abortion ban would have been at the leading edge of the anti-abortion movement a year ago — enter the 2024 cycle under pressure to go farther. There’s already a range of policy positions across the potential GOP field, from former Vice President Mike Pence’s support for a national abortion ban to former U.N. Ambassador Nikki Haley’s recent remarks that abortion should remain a state issue, and most have not yet detailed the exact anti-abortion policies they would push if elected.”

That will change assuming there really is a big, brawling competition for the 2024 GOP nomination full of candidate forums and dominated in some key states by activists who eat, breathe, and sleep abortion politics above all (such as Iowa, which among Republicans will remain the first contest of 2024 no matter what Democrats do). And despite the deep appreciation the forced-birth crowd has for what Donald Trump did to help bring down Roe and the powerful head of steam Ron DeSantis has built up if he decides to challenge the 45th president, no candidate will get to skip a tough abortion litmus test, or ignore demands to talk about the subject early and often.

“’Look, I’m appreciative of everything [Trump] put in place,’ Tony Perkins, the president of the Family Research Council, told POLITICO. ‘Evangelical voters and conservative voters have great admiration and appreciation for him, but they still want a vision cast for the future and they don’t want to go through four years of relitigating 2020.’

“Trump didn’t once mention abortion or the fall of Roe in his grievance-laden speech announcing his 2024 campaign, sparking conservative concerns that he won’t prioritize the issue in a third White House bid.”

DeSantis has been a bit dodgy, pushing through his legislature a 15-week ban with no exceptions but (so far) resisting demands to go farther now that he stands athwart Florida like a political colossus. But he and other potential presidential candidates will definitely have to take a stand on a national ban, which is not a theoretical matter since a very good Republican year in 2024 could give the GOP trifecta control in Washington. Certainly the topic will come up in the early and pivotal 2024 primary in South Carolina, Lindsey Graham’s state, where a potential presidential candidate, former governor Nikki Haley, has taken the position that abortion is exclusively a state issue. Here’s what Graham told Politico about that:

“’Each person running for the White House will have to come up with an answer to the question, post-Dobbs: “Should we consider this a states rights issue or a human rights issue?”‘ Graham said in an interview. ‘The pro-life community is still a strong component of the Republican Party and if you’re running for president, I think in certain states, like South Carolina, the position that the unborn have no voice in our nation’s capital will be a tough sell for the pro-life community.’”

At present the only potential 2024 Republican presidential candidate who is golden with the anti-abortion lobby is former vice-president Mike Pence, the conservative evangelical stalwart who has long favored a very tight national ban on abortions. Assuming he runs (which he’s giving every indication of doing) Pence will significantly ramp up the pressure on his rivals to commit to a federal ban on the strictest possible terms.

Will any potential GOP president look at some general-election polls and dare to push back on these demands? It’s an interesting question. The pro-choice wing of the Republican Party has been moribund for decades. But 2022 votes in Kansas and elsewhere have shown there are Republican voters who haven’t bought into anti-abortion extremism once it actually matters in terms of the law of the land. In any event, the national GOP’s position on the fraught subject will be tested as never before in 2024.


December 21: Don’t Overthink the Midterms In Search of a Single Narrative

The more I stare at 2022 election results, the more it is becoming clear that they resist an easy explanation, and I wrote about that at New York:

After the dust has settled on any election cycle, there’s a natural interest in deriving future lessons for the two major political parties. Democrats are interested in bottling and then mass-producing whatever formula enabled them to avoid an apparent oncoming Republican freight train of a midterm and instead gain a U.S. Senate seat while holding the GOP to House gains that are almost (I said almost) more trouble than they are worth.

Data points are still being collected and assessed at this point, but a very strong effort by FiveThirtyEight’s Geoffrey Skelley to examine four big Senate races that Democrats won but were at various points in doubt (in Arizona, Georgia, Nevada, and Pennsylvania) shows us that the search for some simple, overriding explanation may not be terribly fruitful.

Using county-level and in some cases precinct-level results, Skelley explains that the winning formula for Mark KellyRaphael WarnockCatherine Cortez Masto, and John Fetterman varied significantly. To oversimplify it, Kelly beat Blake Masters mostly thanks to overperformance among Latino voters; Warnock beat Herschel Walker via impressive margins in Atlanta’s urban core and suburbs; Cortez Masto (the one Democrat in these states to run a bit behind Joe Biden’s 2020 performance) held on against Adam Laxalt by a slightly inflated vote among white college-educated voters; and Fetterman dispatched Mehmet Oz pretty clearly by cutting into the recent Republican margins among white working-class voters.

Now it’s also true that all four of these winners more or less held on to the vast majority of Biden 2020 voters as well. But in an apparent era of very close partisan balance, gains and losses beyond rigid partisan bases are probably what matter most. It’s also true that all four candidates, and the Democratic Party as a whole, benefitted from certain unique developments that helped make the usual midterm referendum on the president more of a “choice” election, namely the reversal of Roe v. Wade by the U.S. Supreme Court and high-profile meddling in the election by Donald Trump. And, finally, Kelly, Warnock, and Fetterman — and arguably Cortez Masto as well — got lucky by drawing relatively weak Republican opponents.

So what does all this add up to as a lesson for Democrats going forward? Probably nothing in particular. They certainly cannot count on an epochal development in the judicial system at the very moment an election cycle is heating up to occur on schedule. And there’s only so much you can do to dial up bad opponents. It’s noteworthy that none of the four Senate races in question were among those in which Democrats played the dangerous but occasionally successful game of running ads attacking the most extremist Republican candidates to boost their prospects of winning GOP primaries. Two of the “bad” Republican Senate nominees in the states Skelley analyzed (Laxalt and Walker) were runaway favorites among GOP primary voters. The most prominent alternative to Masters in Arizona (Jim Lamont) was as out there ideologically as Masters himself. And the characteristics that made Oz a stone loser were not nearly as apparent in the primary season as they were when he suddenly started talking about the price of crudités.

It probably is noteworthy that three of the four Democratic Senate candidates in question (all incumbents) were unopposed in their own primaries, and the fourth, Fetterman, won his primary easily. And all of them raised money at a very good clip. But those are always positive candidate qualities in any election. That’s true as well of the successful microstrategies including Warnock’s early-voting blitz prior to the December 6 primary in Georgia, which we will likely learn more about as the story of 2022 becomes more fully available.

At this point, the closest you can come to a general lesson for Democrats in 2022 is that it’s a good idea to stay united, raise money feverishly, prepare for whatever opportunities the campaign offers, and choose candidates with the strength to endure the rolling nightmare that contemporary high-profile contests often produce. You cannot simply dial up candidates with the incredible stamina of Warnock or the amazing courage of Fetterman. But without question, in a period of electoral gridlock, 2022 did establish that, on the crucial margins, candidates and campaigns still matter. And in politics as in football, sometimes the key to victory is to set aside any predetermined grand strategy and simply take what each opponent gives you.


Don’t Overthink the Midterms in Search of a Single Narrative

The more I stare at 2022 election results, the more it is becoming clear that they resist an easy explanation, and I wrote about that at New York:

After the dust has settled on any election cycle, there’s a natural interest in deriving future lessons for the two major political parties. Democrats are interested in bottling and then mass-producing whatever formula enabled them to avoid an apparent oncoming Republican freight train of a midterm and instead gain a U.S. Senate seat while holding the GOP to House gains that are almost (I said almost) more trouble than they are worth.

Data points are still being collected and assessed at this point, but a very strong effort by FiveThirtyEight’s Geoffrey Skelley to examine four big Senate races that Democrats won but were at various points in doubt (in Arizona, Georgia, Nevada, and Pennsylvania) shows us that the search for some simple, overriding explanation may not be terribly fruitful.

Using county-level and in some cases precinct-level results, Skelley explains that the winning formula for Mark KellyRaphael WarnockCatherine Cortez Masto, and John Fetterman varied significantly. To oversimplify it, Kelly beat Blake Masters mostly thanks to overperformance among Latino voters; Warnock beat Herschel Walker via impressive margins in Atlanta’s urban core and suburbs; Cortez Masto (the one Democrat in these states to run a bit behind Joe Biden’s 2020 performance) held on against Adam Laxalt by a slightly inflated vote among white college-educated voters; and Fetterman dispatched Mehmet Oz pretty clearly by cutting into the recent Republican margins among white working-class voters.

Now it’s also true that all four of these winners more or less held on to the vast majority of Biden 2020 voters as well. But in an apparent era of very close partisan balance, gains and losses beyond rigid partisan bases are probably what matter most. It’s also true that all four candidates, and the Democratic Party as a whole, benefitted from certain unique developments that helped make the usual midterm referendum on the president more of a “choice” election, namely the reversal of Roe v. Wade by the U.S. Supreme Court and high-profile meddling in the election by Donald Trump. And, finally, Kelly, Warnock, and Fetterman — and arguably Cortez Masto as well — got lucky by drawing relatively weak Republican opponents.

So what does all this add up to as a lesson for Democrats going forward? Probably nothing in particular. They certainly cannot count on an epochal development in the judicial system at the very moment an election cycle is heating up to occur on schedule. And there’s only so much you can do to dial up bad opponents. It’s noteworthy that none of the four Senate races in question were among those in which Democrats played the dangerous but occasionally successful game of running ads attacking the most extremist Republican candidates to boost their prospects of winning GOP primaries. Two of the “bad” Republican Senate nominees in the states Skelley analyzed (Laxalt and Walker) were runaway favorites among GOP primary voters. The most prominent alternative to Masters in Arizona (Jim Lamont) was as out there ideologically as Masters himself. And the characteristics that made Oz a stone loser were not nearly as apparent in the primary season as they were when he suddenly started talking about the price of crudités.

It probably is noteworthy that three of the four Democratic Senate candidates in question (all incumbents) were unopposed in their own primaries, and the fourth, Fetterman, won his primary easily. And all of them raised money at a very good clip. But those are always positive candidate qualities in any election. That’s true as well of the successful microstrategies including Warnock’s early-voting blitz prior to the December 6 primary in Georgia, which we will likely learn more about as the story of 2022 becomes more fully available.

At this point, the closest you can come to a general lesson for Democrats in 2022 is that it’s a good idea to stay united, raise money feverishly, prepare for whatever opportunities the campaign offers, and choose candidates with the strength to endure the rolling nightmare that contemporary high-profile contests often produce. You cannot simply dial up candidates with the incredible stamina of Warnock or the amazing courage of Fetterman. But without question, in a period of electoral gridlock, 2022 did establish that, on the crucial margins, candidates and campaigns still matter. And in politics as in football, sometimes the key to victory is to set aside any predetermined grand strategy and simply take what each opponent gives you.


December 16: Democrats Came Extremely Close to Keeping the House

The more you look at the 2022 midterm election returns, the most it looks like a good if flawed Democratic result instead of a good but flawed Republican result, as I explained at New York:

After Election Day 2022, the standard narrative was that a solid Republican win in the national House popular vote (which looked to be as much as six percent initially) somehow didn’t translate into the kind of robust House gains you might expect. Even as late mail ballots drifted in across big blue states like California, reducing the GOP margin in the national House popular vote to 2.8 percent, the sense that Republicans got very unlucky in the actual results persisted. Now, the New York Times’ Nate Cohn has devoted a long column to investigating this alleged underperformance, concluding that Democrats may have actually had better candidates in both the Senate and the House:

“The red wave, to the extent it existed, may have come ashore in a relatively uninhabited area, but the red tide was still high enough to turn the House vote red in Georgia, Pennsylvania, Arizona and Nevada, even while the Democrats won the crucial Senate seats.

“How did the Democrats survive? Perhaps the simplest explanation: On average, they had better candidates thanks partly, but not completely, to weak Republican nominees.”

But another veteran number cruncher, Jacob Rubashkin of Inside Elections, looked at the final House results and found something remarkable:

“Ultimately, not only did a Red Wave fail to materialize, but Republicans barely cleared the lowest of bars they had set for themselves at the beginning of the cycle: winning back the House of Representatives.

“The GOP needed a net gain of five seats to win back the majority. While the party did net nine seats, in the five closest GOP wins in the country, the victorious Republican candidates outpaced their Democratic opponents by a combined 6,670 votes….

“The five closest races won by Republicans were Colorado’s 3rd (554 votes), California’s 13th (584 votes), Michigan’s 10th (1,600 votes), New York’s 17th (1,787 votes), and Iowa’s 3rd (2,145 votes).”

The combined margins in the “majority-making” races, Rubashkin calculates, were about a fourth of those in 2020 when Democrats won the same number of House seats and were widely thought to have skirted a major disaster. So you could definitely argue that Republicans got lucky to the tune of 6,670 votes.

Had those votes not materialized in the right places at the right time then instead of congratulating Democrats for not doing as poorly as everyone expected, we might be trying to figure out if Nancy Pelosi should serve one more term as Speaker or give way to Hakeem Jeffries. And 2022 might have been viewed as a historical anomaly ranking right up there with 1962, 1998, and 2002 (years in which the White House party gained net seats in midterms).

Nate Cohn also acknowledges that the results were close enough to merit different interpretations of their partisan import:

“Should it be understood as an outright good Democratic year that was interrupted by a few isolated Republican waves (Florida, New York, Oregon) and obscured by low nonwhite turnout in solidly Democratic areas? Or was it a good but not great Republican year that the party didn’t translate into seats because of bad candidates and somewhat inefficiently distributed strength?”

More to the point, an interpretation of this midterm as a lost Democratic rather than Republican opportunity might influence what we can properly expect in 2024, as Rubashkin notes:

“Not only did a ‘red wave’ not materialize for House Republicans, but their new majority rests on the narrowest victory in over a decade, setting up the fight for the House as the marquee congressional battle of 2024.”

In a presidential cycle, moreover, some of the Democratic-leaning voter groups that don’t turn out proportionately in midterms, including Black and under-30 voters, could very well tip the balance. So aside from the other issues he has in hanging on to a Speakership that depends to an unhealthy degree on the sufferance of MAGA extremists, Kevin McCarthy should deal with the real possibility that he’ll be back in the minority two years from now.


Democrats Came Extremely Close to Keeping the House

The more you look at the 2022 midterm election returns, the most it looks like a good if flawed Democratic result instead of a good but flawed Republican result, as I explained at New York:

After Election Day 2022, the standard narrative was that a solid Republican win in the national House popular vote (which looked to be as much as six percent initially) somehow didn’t translate into the kind of robust House gains you might expect. Even as late mail ballots drifted in across big blue states like California, reducing the GOP margin in the national House popular vote to 2.8 percent, the sense that Republicans got very unlucky in the actual results persisted. Now, the New York Times’ Nate Cohn has devoted a long column to investigating this alleged underperformance, concluding that Democrats may have actually had better candidates in both the Senate and the House:

“The red wave, to the extent it existed, may have come ashore in a relatively uninhabited area, but the red tide was still high enough to turn the House vote red in Georgia, Pennsylvania, Arizona and Nevada, even while the Democrats won the crucial Senate seats.

“How did the Democrats survive? Perhaps the simplest explanation: On average, they had better candidates thanks partly, but not completely, to weak Republican nominees.”

But another veteran number cruncher, Jacob Rubashkin of Inside Elections, looked at the final House results and found something remarkable:

“Ultimately, not only did a Red Wave fail to materialize, but Republicans barely cleared the lowest of bars they had set for themselves at the beginning of the cycle: winning back the House of Representatives.

“The GOP needed a net gain of five seats to win back the majority. While the party did net nine seats, in the five closest GOP wins in the country, the victorious Republican candidates outpaced their Democratic opponents by a combined 6,670 votes….

“The five closest races won by Republicans were Colorado’s 3rd (554 votes), California’s 13th (584 votes), Michigan’s 10th (1,600 votes), New York’s 17th (1,787 votes), and Iowa’s 3rd (2,145 votes).”

The combined margins in the “majority-making” races, Rubashkin calculates, were about a fourth of those in 2020 when Democrats won the same number of House seats and were widely thought to have skirted a major disaster. So you could definitely argue that Republicans got lucky to the tune of 6,670 votes.

Had those votes not materialized in the right places at the right time then instead of congratulating Democrats for not doing as poorly as everyone expected, we might be trying to figure out if Nancy Pelosi should serve one more term as Speaker or give way to Hakeem Jeffries. And 2022 might have been viewed as a historical anomaly ranking right up there with 1962, 1998, and 2002 (years in which the White House party gained net seats in midterms).

Nate Cohn also acknowledges that the results were close enough to merit different interpretations of their partisan import:

“Should it be understood as an outright good Democratic year that was interrupted by a few isolated Republican waves (Florida, New York, Oregon) and obscured by low nonwhite turnout in solidly Democratic areas? Or was it a good but not great Republican year that the party didn’t translate into seats because of bad candidates and somewhat inefficiently distributed strength?”

More to the point, an interpretation of this midterm as a lost Democratic rather than Republican opportunity might influence what we can properly expect in 2024, as Rubashkin notes:

“Not only did a ‘red wave’ not materialize for House Republicans, but their new majority rests on the narrowest victory in over a decade, setting up the fight for the House as the marquee congressional battle of 2024.”

In a presidential cycle, moreover, some of the Democratic-leaning voter groups that don’t turn out proportionately in midterms, including Black and under-30 voters, could very well tip the balance. So aside from the other issues he has in hanging on to a Speakership that depends to an unhealthy degree on the sufferance of MAGA extremists, Kevin McCarthy should deal with the real possibility that he’ll be back in the minority two years from now.


December 13: Electability Comparisons Could Define DeSantis-Trump Competition

When beginning to look at 2024 polls, it occurred to me that some information is more valuable than others, and wrote about that at New York:

Now that we are in the 2024 presidential-election cycle with the first primaries just over a year away, it’s time to begin looking at how the two parties’ voters will approach their choices. At this point, a competitive GOP nomination contest seems a lot more likely than one among Democrats. Perhaps the punditocracy is underestimating Donald Trump’s strength within his party yet again, but even so, no one thinks he’s strong enough to clear the field and run unopposed. While no one knows exactly how many intraparty rivals Trump will face, it is already possible to look at polls to estimate his relative popularity among Republicans, and his “electability” as a general-election candidate against presumed Democratic nominee Joe Biden.

On the first measurement, let’s get something out of the way right off the bat: I don’t put a lot of stock in vague polls asking Republicans if they want to renominate Trump or “someone else.” Perhaps that’s because I am old enough to remember similar signs of disenchantment with presidents Bill Clinton and Barack Obama before they were renominated without opposition. Plus, more recent polls showed disenchantment among Democrats with President Biden, who nonetheless seems to be a lead-pipe cinch for renomination if he indeed runs. Republicans overwhelmingly remember the Trump administration positively, and one major pre-midterm poll gave him an 81 percent favorability rating among Republicans (arguably unhappiness over his role in the underwhelming GOP midterm performance will fade much like the Republican anger at his role in the January 6 insurrection). A post-midterm survey from Pew showed 60 percent of Republicans and Republican-leaners feeling “warmly” toward Trump (41 percent “very warmly”). He’s hardly a spent force just yet, and it’s more compelling to look at how specific potential rivals would perform against him.

There are presently 40 polls in the RealClearPolitics database measuring support among Republican voters for potential 2024 nominees. Trump has led in all 40. To be more specific, Trump leads Ron DeSantis, far and away his most formidable rival, by an average of 21.5 percent (48.8 percent to 27.3 percent). There is a school of thought (mostly based on the huge field of opponents Trump faced in 2016) that in a one-on-one competition DeSantis would dispatch Trump easily, but that probably overestimates DeSantis’s appeal among Republicans backing other potential candidates, and underestimates Trump’s king-of-the-mountain performance in 2016 once the field had been culled of all but the strongest opponents.

So at this very early stage, it’s reasonable to affirm that DeSantis’s strength against Trump remains speculative and could be illusory, much like Rick Perry’s momentary burst of support in 2012 or Scott Walker’s alleged potential going into 2016. It’s also worth remembering that national polls assessing support for this or that presidential candidate mean a lot less than performance in the early nominating contests, which for Republicans will begin in Iowa and New Hampshire. We have yet to see how DeSantis performs in a presidential caucus or primary.

But there is one measurable optic that could affect Republican voter preferences from sea to shining sea if they show a glaring disparity: perceived 2024 electability. Just as Democrats who might have preferred a younger or more progressive nominee in 2020 settled on Biden as the most electable option against the much-hated Trump, Republicans could dump Trump in 2024 if he’s perceived as a sure loser while alternative candidates aren’t. So it’s probably a good idea to keep an eye on general-election polling along with primary polling.

There hasn’t been a wealth of 2024 general-election trial heats matching variable candidates just yet, but so far there are already signs that a perceived electability advantage could be an important asset for DeSantis, aside from the very important data point that Trump has already lost to Biden once.

In the RCP averages, DeSantis is currently tied with Joe Biden at 43 percent, while Biden leads Trump by three points (44.7 percent to 41.7 percent). But the most recent poll, from USA Today–Suffolk, shows DeSantis leading the incumbent by four points (47-43), while Biden leads Trump by seven points (47-40). That’s a pretty big performance gap, and if it persists or even grows, it could affect Republican primary voters who detest Biden today as much as 2020 Democratic primary voters detested Trump. Yes, Trump can be expected to denounce all adverse polls as fake, and confidently predict total victory every time his name appears on a ballot. But even hard-core MAGA folk know in their hearts that their warrior-king has lost some altitude, and may want the kind of general-election victory that doesn’t require months of conspiring and an insurrection at the Capitol to achieve pay dirt. A focus on electability could produces some dilemmas for DeSantis (and other Trump rivals) as well; the Florida governor has spent a lot of time perfecting appeals to the most extreme elements of his party to outflank Trump on the rights. But DeSantis seems like the kind of politician who is motivated by opportunism more than principle, so he may give electability a try.