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The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

Editor’s Corner

August 9: No, Trump’s Not Really Getting More Popular

A lot of political observers obsessively watch the president’s approval rating. One offered a different and alarming take, which I addressed at New York:

If there has been one bit of conventional wisdom about 2020 that has most comforted left-of-center analysts like me, it’s that Donald Trump’s job approval ratings seem exceptionally stagnant and too low to support the evident optimism of his conservative media boosters….

But now comes the formidable number cruncher Nate Cohn with a challenge to this assumption from a couple of different directions. It will be received by many Times readers as something of a terroristic threat, but it’s important to face it directly.

First up, he calls attention to something most of us have ignored since Trump took office: the president’s personal favorability ratings. Yes, we all know that Trump won despite astonishingly low favorability numbers (an Election Eve ratio of 36/61 according to Gallup). But Cohn notes these numbers now look better for POTUS:

“Millions of Americans who did not like the president in 2016 now say they do. Over all, his personal favorability rating has increased by about 10 percentage points among registered voters since Election Day 2016, to 44 percent from 34 percent, according to Upshot estimates.”

That is still well under a majority, though not far below the 45.9 percent of the popular vote he won in 2016. But more important, Cohn suggests, a lot of these voters who have a newly favorable view of Trump may not have voted for him last time around:

“Republicans with an unfavorable opinion of Mr. Trump were more than twice as likely to stay home on Election Day as those with a favorable view, according to New York Times/Siena surveys of North Carolina, Florida and Pennsylvania in 2016.

“It seems likely that a substantial number of these voters now have a favorable view of the president: Over all, 28 percent of Republican-leaning voters with an unfavorable view of Mr. Trump in 2016 had a favorable view of him by 2018, according to data from the Voter Study Group.”

Cohn acknowledges that the odds are pretty good Democrats will nominate a more popular opponent for Trump than Hillary Clinton was in 2016, though nobody knows how she or he will compare to the president in personal favorability. I think it’s pretty important to remember that Trump won among the 18 percent of the electorate who disliked both candidates by a robust 47/30 margin, which could reflect either relative unfavorability or the natural tendency of unhappy voters to support change (which would be my guess). The latter explanation would be bad news for Trump as the incumbent.

In any event, Cohn concedes that presidential job approval ratings are more relevant to a president’s reelection prospects, and makes two separate arguments about them. The first is that Trump’s job approval ratings have been rising since the end of the government shutdown this year. While this is true, they were clearly depressed by the government shutdown, just as they were when Republicans were trying to kill Obamacare. Without question, when Trump is supervising one of his party’s least-popular policies or tactics, he will suffer. But if his approval ratings have rebounded to their natural state, that’s not a sign they will continue to rise to that of presidents who are cruising toward reelection. According to Gallup last month, Trump’s approval rating was at 42 percent, just two points above the average approval rating for his presidency. The average approval rating for modern elected presidents in their tenth quarter is 54 percent. It’s not at all clear Trump is showing much progress in “normalizing” his popularity.

Cohn’s second argument is one that only data dogs like himself are much in a position to contest:

“In some periods over the last few months, his job approval rating increased to among the highest levels of his term, according to live-interview telephone polls, long considered the gold standard of public opinion research …. Curiously, online polls have not shown this same increase; in fact, they’ve shown no increase at all.”

Trump’s relative strength in online polls prior to the 2016 election was the basis for the “shy Trump voter” hypothesis holding that voters embarrassed to tell potentially disapproving interviewers they were MAGA people gave Trump some of the hidden strength he showed at the polls. So as Cohn suggests, the new inverse live/online gap undermines that theory. What else it might mean is beyond my ken.

In any event, even if you buy Cohn’s argument that Trump is near the ceiling of his narrow band of job approval numbers, there’s no evidence he’s about to bust right through it. Some observers seem to think that a steadily improving economy will save him, but aside from the possibility of bad economic events occurring, it’s important to remember that solid majorities of Americans continue to express unhappiness with the general direction of the country. There’s really no reason to assume that incumbency is going to help Trump more than it hurts him. As Kyle Kondik noted recently, there’s increasing evidence from trial heats testing Trump against Democrats that his performance will undershoot, not exceed, his approval ratings.

From a longer perspective, my guess is that the narrow band of favorability and job approval numbers for Trump is just another testament to the partisan polarization that made it possible for him to win in 2016, despite his unpopularity. He cannot fall too far, even when he’s behaving in his signature beastly manner, because Republicans will sustain him. But he’s the wrong figure to expand his party’s base, having already pretty much maxed out with those residual white working-class conservative independents and Democrats he so famously won over in 2016. Sure, we all understand there are circumstances under which he can transcend his many handicaps by demonizing his opponent, revving up the MAGA people, and taking advantage of an Electoral College system which does not weigh popular votes equally. But having thought through Cohn’s argument, I’m less terrified than when I read his tweets and fear he has stumbled into some pro-Trump breakthrough.


August 7: Greens and Libertarians, 2016 and 2020

One of the big questions about Trump’s 2016 win was the impact of minor-party candidates. I took a long look at the past and the present situation, and wrote it up at New York:

Like those who voted for an earlier Green candidate, Ralph Nader, in 2000, 2016 Jill Stein voters, and Clinton-hating progressives who tossed a vote to Libertarian Gary Johnson, will always get far more blame for the election outcome than they objectively deserve. The obvious reason is that just about any change in voting patterns can be given outsize importance in crazy-close elections (this one was famously decided by 77,000 votes in three states). As with most lurid theories of betrayal, there’s a kernel of truth to this one, as the Guardian noted on The Day After:

“In Michigan, where the election was so close that the Associated Press still hasn’t called the result [AP did call it later, of course], Trump is ahead by about 12,000 votes. That’s significantly less than the 242,867 votes that went to third-party candidates in Michigan. It’s a similar story elsewhere: third-party candidates won more total votes than the Trump’s margin of victory in Wisconsin, Arizona, North Carolina and Florida. Without those states, Trump would not have won the presidency.”

Fury at protest voters has spilled over into the 2020 Democratic race, exacerbated by data showing that 4.5 percent of Bernie Sanders primary voters pulled the lever for Stein and another 3.2 percent went for Johnson in November 2016 (perhaps more to the point, 12 percent of them voted for Trump, but that’s a different story). Some Democrats still fear defections by “Bernie or Bust” voters in this cycle. So as the general election draws nigh, you can expect renewed attention to what’s going on in the minor parties and how they might (or might not) take advantage of major-party divisions.

Having said all that, in 2016 Stein and Johnson both got a lot of votes. Johnson (and running mate William Weld), who was on the ballot in all 50 states, won nearly 4.5 million votes; only once (four years earlier, with Johnson as the nominee) had the Libertarians topped 1 million votes. Stein and Ajamu Baraka, on the ballot in 45 states, didn’t match Nader’s enormous 2000 vote, but with around one percent of the total, they beat the previous three Green presidential tickets combined. So even if Democrats are wrong about Stein and/or Johnson giving us President Trump, their parties bear watching in 2020, where a different configuration of forces may make them significant.

Interestingly enough, both Libertarians and Greens seem to be having a bit of a purist moment as they prepare for 2020. Libertarians have probably benefited electorally from their recent habit of running prominent ex-Republican elected officials for president (former New Mexico governor Johnson the last two times, former congressman Bob Barr in 2008, and former and future congressman Ron Paul in 1988). But a lot of Libertarian activists aren’t happy about the ideological compromises that has involved. Here’s Reason’s Matt Welch discussing an early presidential-candidate forum he moderated last month:

“’We aren’t Republican light; we’re not Democrat light,’ said [Kim] Ruff, an Arizona-based manufacturer who would go on to win that evening’s informal post-debate straw poll, eight to five ([Arvin] Vohra) to four ([Adam] Kokesh) to one apiece for [Max] Abramson and [Dan] Behrman. ‘We’re advocates of full, unencumbered liberty. And that means taking positions that make the public squeamish. I would never do black tar heroin, but I’m not going to stop you from doing it, because what you do with your life is your business.’”

What the candidates were alluding to is the buzz about Representative Justin Amash of Michigan, who recently left the Republican Party (right before a political lynch mob might have ejected him for endorsing a Trump impeachment). For the moment, he is running for reelection, but that could change, as National Interest reported last month:

“In the few days since leaving the GOP, he’s talked about ‘room for a third party’ and refused to rule out running for president. But sources close to Amash and the Libertarian Party deny that a presidential run is in the works — although the door is still open. For the time being, the Libertarian-leaning representative is looking to build a fiscally conservative, pro-restraint coalition across party lines.”

The 2020 Libertarian Party convention is scheduled for May of next year (with state gatherings to select delegates held earlier), so Amash doesn’t have a lot of time to decide on a path. Gary Johnson has ruled out another run. But the announced candidates seem to be stressing their radicalism to distinguish themselves from potential ex-GOP interlopers like Amash. Candidate Dan Behrman’s motto is “Taxation Is Theft.” Adam Kokesh’s platform features this plank:

“When elected, I will swear in, walk to the White House, and sign one executive order. This executive order will lay out the process for dissolving the federal government in a peaceful, orderly manner. With it, I will be resigning as President to become ‘Custodian of the Federal Government.’”

I don’t believe Amash would endorse that idea.

The Greens aren’t worried about Democrats or ex-Democrats appropriating their ballot line but are concerned about appropriation of their ideas, as Emily Atkin explained earlier this year:

“Alexandria Ocasio-Cortez, the wunderkind congresswoman from New York, has been getting most of the credit for the Green New Deal, an ambitious plan to fight global warming that has become increasingly popular among Democrats. But Howie Hawkins wants to set the record straight. ‘A lot of people think AOC thought it up,’ he told me by phone Wednesday. ‘But I’m the original Green New Dealer.’”

Hawkins started talking about a Green New Deal as a New York gubernatorial candidate for the Greens in 2010. He’s now running for president, and he stresses that his and his party’s version is more serious than the Democrats’, mostly because it involves a socialist transformation of the U.S. economy:

“The two plans have the same goal of 100 percent renewable energy by the year 2030, and they both call for universal health care and a federal job guarantee. But the Green Party’s plan calls for single-payer Medicare for All, tuition-free college, and ‘democratically run, publicly owned utilities.’ To pay for it, the Greens call for major progressive tax and financial reform, including a 90 percent tax on bonuses for bailed-out bankers, and a reduction in military spending by 50 percent.”

Hawkins is running for president, and Jill Stein is not; another interesting Green presidential aspirant, Dario Hunter, describes himself as a “black, gay, Jewish son of a Persian immigrant.” He’s a rabbi and a local school-board member and also supports a “REAL Green New Deal,” among other intensely progressive priorities.

The 2020 context for these minor parties set by the major parties is, of course, very important to their relative appeal. Republicans are far more united behind Donald Trump than they were in 2016. You’d have to figure a self-consciously progressive Democratic nominee (Sanders or Warren, most notably) would take some of the oxygen away from the Greens. What is less clear is whether a nominee like Biden would drive voters to a Hawkins or a Hunter, or whether the vast ideological and psychological gulf between Trump and the entire Democratic field will induce unprecedented solidarity, even if the primaries turn out to be more fractious than they were in 2016.

The one thing we know for sure is that no one is going to take any particular outcome for granted after what happened in the Trump-Clinton race. The number of protest votes could drop significantly, even as turnout goes up. Dedicated supporters of the Libertarian and Green platforms will stay with their party, though even among true believers, those who are horrified by one of the major-party candidates more than the other may be tempted to “make their votes count” in 2020.


August 2: GOP House Retirements May Be An Omen

With all the attention naturally focused on the 2020 presidential races–and secondarily the fight for the Senate–it’s worthwhile now and then to check in on House races, as I did this week at New York:

House Republicans have been plotting to retake control of the chamber they lost last year. As I noted earlier this year, flipping the House next year is not impossible but would defy recent precedents:

“[H]istory suggests it will be very difficult for Republicans to make the net gains of 19 seats necessary to flip the House, which hasn’t changed hands in a presidential election since Dwight D. Eisenhower’s landslide win in 1952. But on the other hand, there are 31 House Democrats in districts Trump carried in 2016 (and after 2018, just three Republicans in Clinton ’16 districts), so it would be wise to keep an eye on the House races.”

Obviously Trump would need to do very well at the presidential level to give his party’s House candidates the requisite lift. His perpetually mediocre job approval ratings are echoed in the congressional generic ballot (the typically predictive poll that indicates partisan House voting intentions), where Democrats currently have a 6.7 percent lead, according to the RealClearPolitics averages.

But there’s another factor that could hobble Republicans in their efforts to flip the House: retirements. Because incumbents on average run better than newbies or challengers, reducing the number of them will often reduce the potential for partisan gains. Additionally, members of Congress often anticipate a bad year before it materializes (much like animals sensing an approaching storm), so a wave of retirements is almost always a bad sign for the party experiencing it. In 2018 26 House Republicans headed for the exits (not counting those running for higher office), the fifth-largest total since 1974, which contributed to the Democrats’ big year. And now, as Reid Wilson reports, there are fears another wave of House GOP retirements is building:

“House Republicans plotting to win back their majority in Congress fear they are on the brink of a massive wave of retirements that could force them to play defense in a high-stakes presidential election year.

“Three House Republicans said last week they would not seek another term next year, catching party strategists off guard. Those announcements came earlier than in a typical election cycle, when members who are ready to hang up their voting cards usually wait until after the August recess or after the Christmas break.”

So far just four Republicans have announced an imminent retirement (not counting two who are running for higher office), but party officials have a bad feeling about what might happen very soon:

“Republican strategists say they are bracing for a new wave of exits after members check in with their families over the August recess. Two dozen Republicans won their reelection bids in 2018 by fewer than 5 percentage points; another 25 won by fewer than 10 points.

“’There are going to be a lot more [retirements] to come,’ said one consultant who works for House Republicans. ‘Between people finding themselves having to actually work hard for the first time in their long, lazy careers and members who came in in the majority and now hate life in the minority, it’s just getting started.’”

Some members hanging it all up, of course, come from safe districts that Republicans will undoubtedly keep, but one of last week’s retirees is probably more typical: Texas’s Pete Olson, who represents an increasingly marginal suburban district near Houston. Cook Political Report’s David Wasserman immediately labeled the race to succeed Olson as highly competitive:

“House Democrats got a boost on Thursday when Texas GOP Rep. Pete Olson announced he wouldn’t seek reelection in 2020. In 2018, Olson barely held off Democratic former foreign service officer Sri Preston Kulkarni 51 percent to 47 percent, and a competitive rematch was already brewing. In the second quarter of 2019, Kulkarni out-raised Olson $420,000 to $373,000. Now, this seat will move to the top of Democrats’ takeover target list.

“The rapidly growing southwest Houston suburbs are undergoing a rapid demographic shift: the 22nd CD, once held by Tom DeLay, is now just 40 percent white (down from 45 percent in 2010) and voted for President Trump by just 52 percent to 44 percent, a third of Mitt Romney’s 25 point margin in 2012. The district is 26 percent Hispanic, 19 percent Asian and 12 percent black, and 43 percent of adults hold college degrees, among the highest in the state.”

If there are a few more developments like this one, the GOP’s odds of grabbing the Speaker’s gavel for Kevin McCarthy will dwindle even more.

After I wrote this piece, Texas congressman Will Hurd, the only African-American Republican Member in the House, representing a very marginal district, announced his own retirement. It may or may not have been related to the president’s recent spasm of racist utterances. But it’s bad news for the GOP in any event.


August 1: New Evidence That Prosperity May Help Democrats, Not Trump

There’s nothing I enjoy more than a challenge to a deeply entrenched bit of conventional wisdom, and I had the chance to write about one this week for New York:

It’s generally assumed that if Donald Trump could just talk about the economy (or let the numbers do the talking for him) and lay off the racism and misogyny and other unpleasantness he so enjoys, he’d have a much better chance of reelection.

But now comes Tom Edsall with some contrary analysis suggesting that good economic times may not be so great for Trump, at least in the pivotal Midwest region:

John C. Austin, director of the Michigan Economic Center and a nonresident senior fellow at Brookings, has explored the politics of the Midwest from a different vantage point. He examined income and other economic trends in 15 Midwestern congressional districts, including Pennsylvania, that went from Republican to Democrat [in 2018]. In the July 27 issue of Politico Magazine, Austin made a point of saying that the conventional wisdom is wrong. Contrary to the perception that a rebounding economy will work to the president’s benefit, there is growing evidence in Michigan and throughout the Rust Belt that metro areas that are bouncing back — and there are a bunch — are turning blue again. Austin noted that 10 of the 15 districts that flipped from Republican to Democratic in Michigan, Illinois, Minnesota, Pennsylvania, and Iowa ‘have income growth rates that exceed their state averages.’

“Of the remaining five flipped districts, in which growth was below the state average, three were in Pennsylvania, where Democratic victories resulted from a state Supreme Court decision ordering the replacement of the Republican gerrymander of congressional districts, making those districts much more favorable to Democratic candidates.”

Why would people apparently benefiting from “Trump’s economy” vote Democratic more often? Perhaps they are simply less resentful:

It’s also possible that the demographic groups benefiting most from “Trump’s economy” are more likely to lean Democratic to begin with than those in low-growth or struggling small towns and rural areas. In any event, the phenomenon Edsall notes was not limited to the Midwest in 2018:

“The Economic Innovation Group, a Washington think tank that studies regional inequality, ranked all 435 congressional districts into five groups based on their economic condition: the prosperous, the comfortable, the mid-tier, the at risk, and the distressed.

“An examination by the group of all of the congressional districts across the nation that flipped in 2018 from red to blue produced intriguing results.

“Of the 43 congressional districts that shifted from Republican to Democratic control, 23, more than half, were ranked as prosperous, and seven, or 16.3 percent, were ranked as comfortable. Altogether, almost 70 percent of the districts that switched from Republican to Democratic were ranked in the top-two economic categories.”

This kind of data suggests that since relatively good economic times didn’t help Trump’s party last year, they may not next year, either. And it may help explain why Trump has lately been opening the spigots on a fresh effusion of filthy racist invective: Maybe he really does need it to build the resentment toward “outsiders” that stimulates his base, whether by distracting them from their economic misery or offsetting the pacific effects of economic growth.

Edsall also notes that a major noneconomic trend is working in Trump’s favor as he tries to replicate his 2016 Midwestern success: The region’s population continues to age.

“In five states — Michigan, Ohio, Pennsylvania, Minnesota, and Wisconsin — the number of 18-to-35-year-olds, the most liberal age group, grew by 56,448 between 2016 and 2018, according to Mark Muro, a senior fellow at Brookings.

“That growth pales in comparison with the rising number of people 65 and older, a core of Republican support, which grew by 685,005 — an advantage of better than 12 old people for each young person. ”

The underlying reality may be that Trump is far more dependent on grumpy old men living outside thriving metropolitan areas than on the diverse populations living in them. If so, we can expect him to keep the hatefest going and to ignore the advice of “experts” telling him that his theme song should be “Happy Days Are Here Again.”


July 26: Trump and the “Campaign From Hell”

I love political history, so I felt constrained to comment at New York on an effort to draw a lesson from a famous campaign from the past in dealing with Donald Trump:

One of the raging debates among Democrats and progressives going into the 2020 elections is whether the president’s white-nationalist tendencies should be central to the campaign to oust him or whether, instead, (a) the focus should be on his corruption and the broken promises to his voters, or (b) his opponent should largely ignore him and emphasize her or his own policy proposals. The discussion over this question is heavily influenced by fears that white working-class voters are amenable to Donald Trump’s racial appeals and are better persuaded by appeals on other issues.

But when Trump is so blatant in his racism, as he has been since his July 14 hate tweets against four nonwhite members of Congress, it feels morally as well as politically feeble to try to take race off the table for 2020. Now comes a voice speaking from the experience of a fight against a far more notorious racist demagogue — Louisiana’s David Duke, a former Imperial Wizard of the Ku Klux Klan. Anti-racism activist Tim Wise, a veteran of two anti-Duke campaigns (a Senate race in 1990 and the famous gubernatorial “Race From Hell” in 1991), argues in a Washington Post op-ed that you have to call out racism vocally and relentlessly:

“To win an election where the issue of race is front-and-center, anti-racists must make it clear to voters that when they cast their ballots, they are making a moral choice about the kind of people they want to be and the kind of nation in which they want to live.”

In opposing Duke’s 1990 challenge to Democratic senator Bennett Johnston, Wise remembers, he and his colleagues in an anti-racist organization were advised not to play Duke’s racial game:

“Our organization, which worked independently of Johnston’s campaign, saw Duke’s racism as the issue. But we had consultants telling us similarly not to focus on it too much: Point out his Klan past and affiliations with white supremacist groups, we were told, but don’t try to underscore or challenge his contemporary racial messaging. That would ‘play into his hands,’ they said. They encouraged us, instead, to talk about reports of his delinquent taxes and avoiding military service.

“So we played that game, and the results weren’t pretty. We ran an expensive TV ad in which we mixed the messages, mentioning Duke’s white supremacist ties alongside his tax history and failure to serve in Vietnam, as if those issues were of equal importance. Highly stylized, the ad seemed crafted more to win awards than to drive voters. The result? Duke got 44 percent of the vote, with about 60 percent of the white vote. He lost, but Duke-ism had proved itself potent.”

A year later, Duke ran for governor, and, to the horror of the nation, he led incumbent Republican governor Buddy Roemer in Louisiana’s nonpartisan “jungle primary” to win a runoff post against the ethically tarnished Democratic warhorse Edwin Edwards. At that point, says Wise, those counseling a nonconfrontational approach to Duke were ignored:

“Unlike 1990, the message in 1991 was all about the fundamental danger posed by hate to Louisiana and America. Even the message that businesses and tourists would boycott the state if Duke won was ultimately rooted in a moral imperative. After all, it was his extremism that would drive companies and tourists away, and rightly so. Our bumper stickers that read, ‘Vote for the crook, it’s important,’ operated on the premise that whatever one might think of Duke’s opponent, then-former Democratic governor Edwin Edwards and his ethically challenged past, Duke’s racism was worse.

“In that election, hope won, not hate, even though Duke still won the white vote in the eventual, decisive runoff. He got more total votes in 1991 than in 1990, but his share fell to 39 percent overall and about 55 percent among whites, in part because racially progressive whites showed up in larger numbers, inspired by the moral message. And black turnout surged.”

And so, argues Wise, the same strategy represents the best and perhaps the only way to take on Donald Trump:

“The lesson now for Democrats is that they must make this election about the threat of Trumpism, which is racist at its core. That doesn’t mean that policy ideas aren’t important, but first and foremost, it’s about making it clear to voters what the stakes are. No issue — climate, jobs, health coverage — overrides the importance of getting a bigot with authoritarian tendencies out of office. Focusing on look-how-much-I’ve-thought-about-this-stuff might make for good primary-debate theater, but it’s not going to move the needle in 2020.”

Personally, it strikes me as probable that this full-frontal attack on Trump’s racism is necessary but not sufficient to the project of ejecting him from the White House. Wise is right that ignoring Trump’s white-nationalist appeals normalizes his behavior and makes it acceptable as conventional politics when it needs to be made shameful in respectable society. David Duke famously made himself and his modern Klan the relatively respectable face of white racism — the “man in the gray flannel hood.” He campaigned on anti-big-government, welfare-reform, and crime-control dog whistles, and opponents who accepted the legitimacy of these appeals played his game.

But a 1991 gubernatorial campaign is hardly a template for a 2020 presidential election. Trump is president of the United States and the unquestioned leader of the Republican Party, not a state legislator who has been repudiated by most of his party’s elected officials (including, as Wise notes, then-President George H.W. Bush). The business community that largely united to repudiate Duke as deadly to Louisiana’s economy has more or less made its peace with Trump, particularly given his business-friendly mix of anti-regulation and anti-tax initiatives laced with goose-the-gas fiscal and monetary policies. And as shocking as Trump’s history of race-baiting is, it hardly holds a candle to Duke’s.

As veteran Louisiana journalist John Maginnis explains in his brilliant account of the “Race From Hell” (in his book Cross to Bear), Duke might have won had the Klan been the only skeleton in his closet. What seems to have turned the contest around was the circulation of images of Duke wearing Nazi garb to protest a Jewish leftist speaker at an event at LSU. In a televised debate near the end of the campaign, Edwards jolted the audience when he responded to a standard Duke rap on welfare reform by saying, “David, I was working on welfare reform back when you were still goose-stepping around Baton Rouge.” At a time when many World War II veterans were still alive and voting, Duke’s identification with this particular brand of racism was disastrous to him.

The moral of the story is that racism must be called out, particularly by the party that depends so heavily on nonwhite voter support and professes a commitment to equality and justice. But Trump isn’t going to make it easy by goose-stepping. It will take other appeals on the economy, on health care, on climate change, on this administration’s corruption, and, yes, on the policy thinking of the Democratic nominee, to make the values and interests of a majority of the electorate converge.


July 24: Trump the Polarizer

We all know how polarized the political climate has become immediately before and during the Trump Era. But it’s steadily getting more intense, as I noted this week at New York:

There’s been a lot of arguing back and forth about the net political impact of the president’s recent lurch into explicit racism (as imposed to incessantly implicit racism, which is his usual M.O.). For what it is worth, the first week of polling after he told nonwhite members of Congress to “go back where you came from” didn’t show much in the way of movement. At FiveThirtyEight, the 11 public polls (with results adjusted for quality and partisan bias) taken since July 14’s tweets show Trump’s approval rating going up by 0.4 percent, and very much within the narrow band of popularity he’s enjoyed throughout his presidency.

One thing that has become clear, however, is that Trump – or if you think the problem is more systemic, the Trump Era – has slowly and steadily polarized public opinion along partisan lines to an amazing extent. A new NPR/Marist poll released yesterday, which was in the field from July 15-17, showed 90 percent of self-identified Republicans approving of the job the president is doing, and a precisely equal 90 percent of Democrats disapproving. These are not casual judgments, moreover: 80 percent of Democrats strongly disapprove of Trump while 72 percent of Republicans strongly approve.

Yes, self-identified independents are less adamant, but even 39 percent of them strongly disapprove of Trump, while 22 percent strongly approve. So basically, nearly all Democrats and Republicans and nearly two-thirds of independents, either love or hate the man. No wonder he (like many Democrats and observers generally) think 2020 is going to be about base mobilization and turnout. Long before the white-hot frenzy of the general election campaign melts ambivalence while driving truly nonpartisan voters into aggressive plague-on-both-your-houses disengagement, it’s already hard to be neutral about the 45th president. There are going to be many millions of Americans very upset on November 4, 2020.


July 19: If the “Big Four” Continue to Dominate the 2020 Field, It Could Mean an Early Conclusion–or a Contested Convention

It’s pretty generally recognized that four 2020 Democratic presidential candidates have separated themselves from the rest of the field. But not many observers are teasing out the implications if it continues, as I tried to do this week at New York:

[L]ess than a year before Democrats meet in Milwaukee to nominate a presidential candidate, the field’s two old white men have lost a significant amount of support, while two women (Elizabeth Warren and Kamala Harris) have gained significant strength. While everyone understands that Warren and Harris represent a threat to Biden and Sanders, it’s underappreciated how much all four candidates are now separated from the rest of the field.

Using the RealClearPolitics national polling averages as a yardstick, as recently as two months ago, Biden was at 38 percent and Sanders at 19 percent, with Warren, Harris, and Buttigieg clustered in the high single digits; O’Rourke and Booker were a few points behind them; and everyone else was struggling for oxygen. Now Biden (28 percent), Sanders (15 percent), Warren (ditto), and Harris (13 percent) are more closely bunched, with Buttigieg the next in sight at 5 percent. After a boffo second quarter in fundraising, Mayor Pete may have the resources to lift himself from the madding crowd the way Warren and Harris have done. And some other current bottom-feeder could rocket into contention with a big-time performance in the July 30 and 31 debates in Detroit (after that, the heightened requirements for participation in two rounds of autumn debates are likely to serve as an abattoir for struggling candidacies).

And as noted, there are scenarios under which each of these four candidates could put it all away early. Most obviously, despite his recent loss of support nationally, Biden remains in the lead in all four of the early states that vote in February. If he wins them all, he’d be extremely hard to stop. Sanders has one of the more consistent bases of support in the key early states, is showing signs of addressing his minority-voting weakness from 2016, and has plenty of money, so he could plausibly win Iowa and New Hampshire and roar into Super Tuesday with a head of steam. Warren has what is generally conceded to be the best Iowa organization, is rising rapidly in New Hampshire, and can compete with both Sanders and Biden in harvesting good will among a national constituency of admirers. And Harris, building on her first-debate success, has a very plausible Obama-esque strategy of wrecking Biden in South Carolina among the black voters he heavily relies upon, and then forging into front-runner status with a big win in her native California just a few days later.

But if all of these candidates fall just a bit short of their most ambitious goals, and fail to land the knockout punch when they need it, then we could be looking at a truly protracted battle in which no one rival has an indomitable advantage. That does not necessarily mean a contested convention would occur: candidates could try to achieve some breakthrough via unconventional coalitions, alliances among themselves, or early running-mate announcements (tried unsuccessfully by Republicans Ronald Reagan in 1976 and Ted Cruz in 2016, but still worth considering). Democrats do not strictly require pledged delegates to stick with their original candidates (particularly if that candidate has withdrawn), so things could change before delegates arrive in Milwaukee. And then, yes, a gridlocked convention could turn to suddenly re-enfranchised superdelegates, all 764 of them, to help make a decision after the first ballot ends.

If nobody’s made a big move by early March, it’s time to start thinking seriously about these wild convention scenarios — and about which candidate might best unify the Donkey Party. By this time next year, the fear of letting Trump win again will be so palpable that you will be able to weigh it on scales and grill it up for an anxious meal.


July 18: 2020 Frenzy Not a Guaranteed Net Turnout Generator for Democrats

Since the 2020 presidential election is looking to be wild and wooly and passionate, it’s important that Democrats are clear-eyed about the implications of abandoning swing voter persuasion altogether in the pursuit of base mobilization. I wrote about that this week at New York:

Of all the reasons Trump defeated Hillary Clinton in 2016, the most compelling (to me, at least) is that he sprang the upset because an awful lot of voters who didn’t really want the mogul to become president stayed home, voted for a minor-party candidate or even cast a “protest vote” for Trump on the theory that he could not possibly win. From that sound hypothesis has grown the somewhat more dubious postulate that in 2020, if turnout is high, the 45th president is toast. Part of the reason people instinctively believe this is that there are more Democratic than Republicans out there; in other words, an energized Democratic base is going to be larger than its GOP counterpart. But the more tangible rationale is probably a lot simpler: 2018 was a very high-turnout midterm, in which Democrats did well. So if turnout stays high, the donkeys will again romp, right?

Well, that’s plausible, but hardly a lead-pipe cinch, in part because 2018’s high turnout was in fact skewed positively toward Democrats, which may or may not happen again. Historically (and particularly in the previous two midterms in 2010 and 2014), midterm turnout patterns strongly favored Republicans because the older and whiter voters who leaned GOP were since time immemorial more likely to show up for non-presidential elections. In 2018, though, that pattern was turned on its head, as Louis Jacobson recently explained at the Cook Political Report:

“In four states (Idaho, Kansas, Oklahoma, and South Dakota) Democratic gubernatorial vote totals in 2018 were more than 10 percent higher than the party’s showing in the presidential year of 2016. In six more, vote totals increased, but by less than 10 percent (Alaska, Colorado, Georgia, Minnesota, Nebraska, and New Mexico). And in 11 other states, Democratic votes for governor dropped by less than 10 percent from presidential levels (Alabama, Hawaii, Iowa, Michigan, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Wisconsin, and Wyoming) …

“In three states, gubernatorial votes for the GOP nominee increased over Trump’s total by more than 10 percent (Maryland, Massachusetts, and Vermont). In four others, GOP votes increased but by less than 10 percent (Arizona, California, Hawaii and Oregon). And in five states, GOP candidates dropped from presidential-year vote totals by less than 10 percent (Connecticut, Georgia, New Mexico, Texas, and Wisconsin).

“All told, then, Republicans saw gains or modest losses in 2018 in 12 states. However, the strongest showings came in blue states where the party had broken with the Trump-era pattern by running a moderate candidate with crossover appeal. Subtracting those states leaves about nine states in which the GOP gubernatorial nominee overperformed Trump or didn’t see a big fall-off.”

The partisan gap in extremely high midterm turnout was even more notable, Jacobson found, in Senate races. In the most similar recent midterm, moreover, that in 2010, neither party beat presidential turnout levels in more than a few states.

So if Democrats can match those patterns in 2020, victory should be relatively easy. But another way to look at it is that Republicans may have a larger pool of presidential voters who stayed home in 2018 than do Democrats, which is unusual but hardly impossible. That is essentially what Nate Cohn found in a new analysis of what a high-turnout presidential election in 2020 might look like:

“The voters who turned out in 2016, but stayed home in 2018, were relatively favorable to Mr. Trump, and they’re presumably more likely to join the electorate than those who turned out in neither election. In a high-turnout election, these Trump supporters could turn out at a higher rate than the more Democratic group of voters who didn’t vote in either election, potentially shifting the electorate toward the president.”

Perhaps these midterm stay-at-homes are now alienated from Trump, and will either stay home again or flip to the Democratic candidate. But it’s not a sure thing, particularly if you look at the Electoral College map:

“The danger for Democrats is that higher turnout would do little to help them in the Electoral College if it did not improve their position in the crucial Midwestern battlegrounds. Higher turnout could even help the president there, where an outsize number of white working-class voters who back the president stayed home in 2018, potentially creating a larger split between the national vote and the Electoral College in 2020 than in 2016.”

The arguments over the identity of marginal voters and nonvoters could lead in various directions. But the one inescapable conclusion is that driving turnout upward by making the 2020 election a frenzied test of comparative “enthusiasm” is a dangerous game for Democrats, if it’s not supplemented by (1) a least some “swing voter” strategy, and (2) quieter turnout measures (e.g., voter registration drives, data-driven voter-targeting messages, or even traditional knock-and-drag GOTV efforts) that don’t run the risk of riling up both sides equally.

It’s certainly safe to say that Trump and his party are risking disaster by making every presidential utterance an outrage that at best excites his base as much as it infuriates Democrats. And since time immemorial, ideologues on both the left and the right have asserted as a matter of quasi-religious faith that some hidden majority favor their prescriptions, with tens of millions of citizens refusing to vote because the radicalism they crave has been withheld by Establishment centrists. In 2020, though, the stakes are higher than ever if Democrats are wrong about relying on the intensity of voter enthusiasm. It would be smart for them to have a backup plan.

 


July 12: Questioning the Governors-Run-Best Theory of Presidential Campaigns

This week Politico resurrected a time-worn theory that I decided to challenge at New York:

It was once common to assert that governors (or former governors) had a big leg up on other candidates for president — and there was plenty of empirical data to back that up. Of the 50 major-party presidential nominations awarded in the 20th century (from 1904 through 2000), 24 went to current or former governors, while only 13 went to current or former U.S. senators (and eight of those involved candidates who had served as vice-president). Famously, no sitting senator was elected president between Warren Harding and John F. Kennedy, and after JFK, it was another 48 years before Barack Obama broke the senatorial slump.

So at Politico, Natasha Korecki and Charlie Mahtesian wonder why the two sitting governors (Steve Bullock and Jay Inslee) and one former governor (John Hickenlooper) are not doing well in the vast 2020 Democratic field, and they have a hypothesis:

“While the steady stream of scandal and controversy surrounding the president is proving to be a boon to members of Congress running for the White House — giving some of them almost limitless opportunities for media exposure — it’s turning out to be a problem for the statehouse-based candidates.

“Lacking a nexus to the nation’s capital and the Trump administration story of the day, the governors are left standing on the outside looking in, news cycle after news cycle.”

And so we have a bumper crop of members of Congress — seven senators and four representatives, plus a former senator and two former representatives — running for the Democratic nomination in 2020, benefiting, the hypothesis suggests, from their proximity to the center ring of the Trump-driven circus in Washington:

It’s interesting to hear T-Mac of all people — a longtime national political money-hustler and former DNC chairman, who as governor was a short drive from Washington — complain that he was too distant from The Show in D.C. to get any attention. But beyond that, the It’s All About Trump hypothesis has some notable holes once you examine it.

Being a senator is a limited factor in the candidacies of those doing well so far in the 2020 competition. Yes, Joe Biden became a senator before half the electorate was born, but it’s his tenure as Barack Obama’s veep that is his main — arguably his only significant — political asset. Bernie Sanders made his bones as a surprisingly successful factional candidate for president in 2016. He’d probably be just as strong today had he resigned from the Senate then. Elizabeth Warren was a national progressive celebrity as an anti-corporate crusader before her election to the Senate. And Kamala Harris is a multiracial woman who served as attorney general in the country’s largest state.

All of these candidates would probably be getting more or less the same amount of media attention had they left the Senate before running for president. That may also be true of Cory Booker, who to this day is better known as a “reform” mayor of Newark than as a legislator. And in any event, Booker, Amy Klobuchar, Michael Bennet, and Kirsten Gillibrand — not to mention all of the current and former House members — aren’t doing much better in the polls than the three governors. If being in the shadow of the Big Man in Washington is really crucial, moreover, how can one account for the relative success of Pete Buttigieg, mayor of a small city in Indiana, hardly a media epicenter?

Truth is the meme about governorships representing the high road to the White House had become a bit shopworn before Trump became president. On the Democratic side, the only current or former governor to launch a viable presidential campaign since Bill Clinton’s election in 1992 was Howard Dean, whose temporarily successful 2004 campaign had little or nothing to do with his record in Montpelier (there was a war going on, as you might remember, and all of HoDean’s rivals supported it). Clinton was a bit of a factional candidate himself, running as chairman of the Democratic Leadership Council and “a different kind of Democrat.”

And even among Republicans, who have had a deeper gubernatorial bench in recent years, governors with White House aspirations have had a mixed record and/or complicated backgrounds. Yes, in 2000 George W. Bush ran in part on his gubernatorial record in Texas, but he was also the scion of a national political dynasty. And yes, in 2012 Mitt Romney’s big credential was his one-term as governor of Massachusetts, but he spent the entire cycle running away from his record there. In 2016, nine current or former governors ran for the GOP nomination. Four of them, including two considered extremely viable initially (Scott Walker and Rick Perry) dropped out before voters started voting. Four others quit in February, including Jeb Bush, who executed one of the most spectacularly bad campaigns in political history.

So maybe it’s time to retire the governors-do-best theory for the time being. The current batch has problems other than distance from the Sun King’s glare of publicity. Inslee has chosen to run as a “movement” candidate whose distinction is the heaviest emphasis on an issue — climate change — that all the others are talking about as well. Hickenlooper has probably marginalized himself by attacking the current leftward drift in his party. And Bullock waited until very late — most would say too late — in the game to launch his candidacy. Perhaps down the road governors in both parties will make a comeback when it comes to national politics, particularly if chronic gridlock continues to paralyze the legislative process in Congress. But for now, it’s just another interesting gig that is subordinate to having the right identity, message, or ability to spin fundraising gold out of straw.


July 10: Examining Team Trump’s Attacks on Polling

Now and then it’s useful to take a cold, hard look at some of Team Trump’s constant wild assertions and baldfaced lies and deconstruct them. At New York, I did this with his and his campaign manager’s attacks on polling:

As part of his general effort to undermine confidence in any sort of information that suggests he is not the most brilliantly successful leader in recorded history, President Trump famously disparages public opinion research that tells him things he doesn’t want to hear. Polls (with the exception of those from Rasmussen Reports, which systematically produces pro-Republican, pro-Trump findings) are for him a species of Fake News, and the product of the Fake Media that often sponsors them. He is willing, in fact, to elevate all sorts of phony-baloney pseudo-research above professional polling, or simply misrepresent findings, as Philip Bump noted earlier this week:

“Tuesday morning dawned, and President Trump decided, for some reason, to re-litigate the 2016 presidential debates.

“’As most people are aware, according to the Polls, I won EVERY debate, including the three with Crooked Hillary Clinton,’ Trump said on Twitter …

“Trump insists, here in the year of our Lord 2019, that he won all three debates ‘according to the Polls.’ According to the Polls, Trump lost all three debates, by varying margins….

“The ‘polls’ to which Trump is referring are probably the same ones he cited after losing that first debate (which, remember, was in part a function of his faulty mic except also he won the debate). At the time, Trump pointed to useless online surveys like the one typically hosted at the Drudge Report or to little surveys posted on local news sites.”

When Trump can’t find the numbers he craves, from whatever shady source, he makes them up:

“In an interview with Fox News’s Tucker Carlson that aired on Monday night, Trump also claimed that approval polls showed him excelling — or at least they would if polls were fair.

“’A poll just came out today I’m at 54 or 55, and they do say you can add 10 to whatever poll I have, okay?’ Trump told Carlson.”

Actually, in the vast collection of approval rating polls compiled by RealClearPolitics — a site with strongly conservative ownership, by the way — Trump has never during his presidency achieved an approval rating as high as “54 or 55,” even from Rasmussen. And Trump’s “they do say you can add 10 to whatever poll I have” claim is a complete mystery. “They” in that assertion might as well be “I.”

All across the landscape of MAGA-land, of course, it’s considered axiomatic that adverse polls are “fake” or biased because they all missed the 2016 presidential results. Brad Parscale, Trump’s 2020 campaign manager, recently waxed adamant on the subject, declaring “[i]t was 100 percent wrong. Nobody got it right — not one public poll.”

Now technically speaking no poll — or prediction, or tarot-card prophecy — is going to get an election totally right, so it’s a matter of degree. Again using RCP averages, late 2016 general-election polls had Clinton leading Trump by 3.3 percent in the popular vote. She actually won by 2.1 percent. As Nate Silver pointed out in an exhaustive postmortem, the national polls did just fine, and the sparse state polling wasn’t all that far off either:

“Trump outperformed his national polls by only 1 to 2 percentage points in losing the popular vote to Clinton, making them slightly closer to the mark than they were in 2012. Meanwhile, he beat his polls by only 2 to 3 percentage points in the average swing state. Certainly, there were individual pollsters that had some explaining to do, especially in Michigan, Wisconsin and Pennsylvania, where Trump beat his polls by a larger amount. But the result was not some sort of massive outlier; on the contrary, the polls were pretty much as accurate as they’d been, on average, since 1968.”

Predictions of who would win in 2016 based on polls, history, various models, and coverage of the campaigns tended to be wrong for a lot of reasons, but the simplest was that Trump drew an improbable inside straight in losing the national popular vote by 2,868,000 votes and then winning every close state other than New Hampshire — notably winning Michigan, Pennsylvania, and Wisconsin by a combined 77,000 votes. Nobody predicted that because nobody could have predicted that. As veteran pollster and poll analyst Mark Blumenthal told me in a phone conversation this week: “Skepticism about the use of polls to forecast elections is warranted, particularly when it comes to state-by-state data that’s harder to come by. But that says little or nothing about the fundamental quality of polls.” And it’s no reason for calling them “fake” or “biased.”

The closest Team Trump has come to making anything like a substantive case about polling quality was in a dismissive mid-June remark from Brad Parscale to CBS News:

“’The country is too complex now just to call a couple hundred people and ask them what they think. There are so many ways and different people that are going to show up to vote now,’ Brad Parscale, Trump’s campaign chief, told CBS News in an interview taped Tuesday.

“’And the reason why is it’s not 1962 anymore. It’s not a place where there’s only a few ways and decisions and every[one] lines up to vote like a good old American. Now there’s a lot of distractions from going to vote. The world’s changed.’”

Now this may have just been an impromptu word salad motivated by the need to spin the Trump campaign’s decision to fire three pollsters who had allegedly leaked data showing Trump doing badly against Joe Biden in a large number of battleground states. Parscale was also highly motivated to wave away an especially deadly general-election poll from Quinnipiacshowing Trump doing poorly in Florida, the state where he was about to hold his formal reelection launch rally. “None of these polls mean anything,” Parscale added. “It’s the biggest joke in politics. It’s the fakest thing. It’s the fakest thing.” Makes you wonder why his campaign kept two pollsters on the payroll while firing the leakers.

Giving Parscale the maximum benefit of the doubt, maybe he’s suggesting that polls miss the social media magic he supposedly deployed in 2016. He hinted at this in his remarks to CBS:

“The way turnout now works and the abilities that we have to turn out voters, the polling can’t understand that, and that’s why it was so wrong in 2016.”

Putting aside the fact — not the possibility, but the demonstrable fact — that the polling was not so wrong in 2016, is there something about turnout methods today that polling can’t capture? Has Parscale developed the dark arts of voter mobilization in a manner that eludes detection until the deed is done?

That’s extremely implausible. Yes, pollsters constantly struggle to estimate turnout; it’s the single hardest thing to do, though it’s harder in low-turnout midterms than in (relatively) high-turnout presidential elections. But if anything, they seem to be getting better at it, via a combination of objective data about established voting proclivities (via official voter files that campaigns have used for years, and that pollsters are increasingly using, too) and subjective data on voters’ enthusiasm for participation. Best we can tell, variable turnout patterns were not, in fact, crucial to Trump’s 2016 win, as the New York Times’ Nate Cohn noted after a good look at the final numbers:

“[T]urnout improved Mr. Trump’s standing by a modest margin compared with pre-election expectations. If the turnout had gone exactly as we thought it would, the election would have been extremely close. But by this measure, Mrs. Clinton still would have lost both Florida and Pennsylvania — albeit very narrowly.”

Could Parscale know something we don’t know about 2020 turnout? That’s not likely either. If there was any mistake about turnout patterns made by election analysts going into 2016, it was probably assuming they would closely resemble those of 2008 and 2012, in which African-American voting participation was elevated by Obama’s candidacy and presidency. Now nobody’s assuming black turnout will be higher in 2020 than in 2016, and all indications are that voter enthusiasm will be high among both party bases. If anything, the arrows are pointing in the direction of a Democratic turnout advantage for the simple reason that anti-Trump voters are not about to assume he’s toast, no matter what the polls and pundits are saying, given the 2016 shocker.

All in all, it’s likely that Parscale is emulating the signature Trump campaign knack for pure BS in pretending polls that don’t show the president cruising to total victory in all states are a “joke.” Or worse yet, he’s scamming the master scam artist himself and justifying his exalted role in Trump 2020 by depicting himself as a turnout sorcerer whom mere mortals — including the president — cannot comprehend. Either way, he’s literally incredible.