washington, dc

The Democratic Strategist

Political Strategy for a Permanent Democratic Majority

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

Read the memo.

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

Read the Memo.

The Rural Voter

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

Read the memo.

The American Establishment’s Betrayal of Democracy

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

Read the Memo.

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

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

Read the memo.

 

The Daily Strategist

November 21, 2024

Teixeira and Levin: Another Stalemate Election?

The following article by Ruy Teixeira, senior fellow at the American Enterprise Institute, politics editor of The Liberal Patriot newsletter and Yuval Levin, director of Social, Cultural, and Constitutional Studies at the American Enterprise Institute and founder and editor of National Affairs, is cross-posted from The Liberal Patriot:

This election couldn’t get any tighter. The New York Times polling average has every swing state within a point, with the exception of Arizona where Trump is ahead by a mighty two points. Nate Silver’s election forecasting model has the election at dead-even, 50-50, between the two candidates.

What can we conclude from this? We can certainly be sure someonewill win—we just don’t know who. And we can be reasonably sure that the election will not resolve the fundamental stalemate between the parties, leaving the country still bitterly polarized and torn apart by political rancor. We can also be fairly sure that [insert winning party here] will claim that a New Era in politics has arrived with a mandate for [winning party] and their plans for the country, no matter how narrow the victory.

Enough! This is madness that voters should not accept. The fact of the matter is that neither party seems truly interested in building the broad majority that might break the stalemate and lead to a healthier, more productive politics. But that is not because such a broad majority can’t be built but rather because neither party is consciously and purposively attempting to build such a coalition.

That is the thesis of our report, “Politics Without Winners: Can Either Party Build a Majority Coalition?,” which has just been published by the American Enterprise Institute. Please do read the whole thing, but here is our basic argument.

In the American political system, the parties’ purpose is to form enduring national coalitions. Look at almost any point in American history, and you will find a majority party working to sustain a complex coalition and a minority party hoping to recapture the majority. Today, however, American politics features two minority parties, and neither seems interested in building a national coalition. Close elections and narrow majorities dominate electoral politics more than at any other point in American history. Our report explores the evolution of the party coalitions, considers their contemporary strengths and weaknesses using fresh data from AEI’s Survey Center on American Life, and assesses which issues Democrats and Republicans can use to build a durable majority.

Once the American constitutional system began, political parties materialized nearly immediately. Yet not until the chaos of the 1824 presidential election were the parties truly formalized and institutionalized. Martin Van Buren and others argued for developing two broad, durable parties to subsume personal ambition and moderate divisions. This party system formed around the intense battles of 19th-century politics and gradually fell into a pattern of shifting majority coalitions.

The realigning election of 1896, which expanded the Republican coalition among diverse groups including urban workers, began a period of Republican dominance that lasted until the Great Depression. Between 1896 and 1913, the economy more than doubled in size, and real per capita income rose by 2.5 percent per year.

In the wake of the 1929 stock market crash, a new governing coalition emerged under Franklin D. Roosevelt’s leadership. The New Deal coalition owed its electoral success to the perception that Democrats were the party of the people—unionized workers, cross-class white Southerners, and ethnic minorities who united against a Republican Party that they perceived as too friendly to business and the wealthy. Even as Dwight Eisenhower captured the presidency, this coalition returned massive Democratic majorities to the House and Senate.

Not until the late 1960s did the New Deal coalition fracture. Democratic leaders embraced a bevy of new social movements, especially the civil rights movement, and white working-class voters began to abandon the party. Combined with the widely perceived failure of Democratic economic management in the 1970s, this led to a new era of Republican dominance.

After resurgences during the Clinton and Obama years, Democrats once again found themselves on a rocky road in 2016. By a massive margin, Donald Trump won support from white working-class voters—including many who had voted for Barack Obama four years prior. In 2020, though Joe Biden narrowly defeated Trump, Democrats up and down the ballot started to slip with black and Hispanic voters, particularly those without a college degree.

Today, the Republican coalition relies heavily on white working-class voters and is increasingly weak among white college-educated voters. The GOP generally does poorly among non-white voters, especially blacks, but is starting to do better among non-white working-class voters. Geographically, Republicans dominate rural and small-town America and perform much better in outer suburbs and exurbs than in more educated, affluent inner suburbs. They get walloped in dense urban areas.

The Democratic coalition, on the other hand, has become increasingly dependent on the votes of college graduates, particularly white college graduates. Its long-standing and worsening weakness is among white working-class voters, still a vast constituency despite their steadily declining weight in the electorate. The burgeoning non-white population continues to vote heavily Democratic, but the Democratic margins here are starting to decline, especially among Hispanic and working-class voters.

Geographically, the Democrats’ support base is highly polarized. They dominate urban areas and run up ever-bigger margins in inner suburbs, but their strength diminishes away from the urban core. And in much of rural and small-town America, their brand is simply toxic.

What the Republican and Democratic coalitions have in common is enough strength to stalemate the other party but not enough to dominate.

As a result, a noxious back-and-forth has defined American politics for a generation. Can the deadlock be broken?

Our analysis, based on a proprietary survey and publicly available data, reveals which issues each party can use to create a majority coalition. Republicans could capitalize on Democratic cultural radicalism—including on immigration, crime, and identity politics—energy realism, and patriotism. Democrats, meanwhile, hold clear advantages with their positions on abortion, health care, and adherence to political norms. But the key issues of economic prosperity and America’s place in the world lack a defining advantage for either party.

Stalemate is not the American party system’s natural equilibrium. Both parties have avenues to build a durable majority, but they must first recognize where they have gone wrong. Only then can each consciously build a dominant coalition.

We conclude:

Our overview of the history of American party politics, today’s two major party coalitions, and each party’s opportunities and challenges has put in stark relief the party system’s broader failure. For a generation, Americans have been in a state of deadlock, with neither party able to attract a durable majority of voters or construct a coherent winning coalition.

This deadlock has not happened because either party lacks opportunities. Nor has it resulted because the party coalitions have been static and unchanging. Today’s Democratic and Republican voters are not yesterday’s. Both party coalitions have churned a great deal, yet neither has broken through to clear majority status.

Surveying the parties’ decisions in one election cycle after another, it is hard to avoid concluding that they are stuck at 50–50 because they choose to be. Both have prioritized the wishes of their most intensely devoted voters—who would never vote for the other party—over the priorities of winnable voters who could go either way. They have done this even as the nature of their most devoted voters has changed. They have not operated as institutions geared to construct broad coalitions and win broad general-election victories. Instead, they have focused on fan service—satisfying their most partisan and loyal constituencies.

Ironically, the fact of America’s 50–50 politics has made it difficult for either party to break out of this pattern. You might think that two minority parties would each feel pressure to expand its coalition and become a majority, but actually, both have behaved as if they were the rightful majorities already. Each finds ways to dismiss the other’s wins as narrow flukes and treat its own as massive triumphs. Indeed, each has responded to close election losses with various forms of denial.

This is sustainable only because elections are so close. Politicians learn big lessons from big losses or big wins, so neither party has learned much in a long time, and neither can grasp that it isn’t popular and could easily lose the next election.

Breaking this pattern must start by acknowledging a truism: Bigger majorities are possible if the parties seek broader support. That sounds obvious, yet it has eluded America’s leaders for a generation, because it requires seeing beyond our age of deadlock. But it remains true.

Deadlock is not the American party system’s natural equilibrium. Durable majority coalitions are not only possible; they are the norm. And we will see them again.

But the next durable majority must result from self-conscious coalition building, which in turn must result from realizing that what both parties are now doing is not working and will not work.

Whichever party first grasps that it has been losing for a generation will have a chance to make itself the next big winner in American politics.


Political Strategy Notes

At The New Republic, Timothy Noah reports that “Harris May Finally Be Breaking Through to the Most Critical Voters: A Times/Siena poll shows working-class voters are finally moving in the Democrat’s direction. She may need them to win in November.” As Noah writes, “The New York Times reported Tuesday the good news that Kamala Harris leads in its polling for the first time since she entered the race. The Times/Siena poll is judged by FiveThirtyEight to be the most reliable, based on both its track record and its transparency. It is also one of the more helpful polls when you want to take a deep dive into the electorate, because it makes available to the public detailed responses from key subgroups among likely voters. The crosstabs in this latest Times/Siena poll offer something more surprising than the top line: mild encouragement that working-class voters, about whom I’ve been worrying a great deal, are finally warming to the Democratic candidate….I say “mild” because there’s no evidence yet that working-class voters are warming to Harris in the key swing states of Pennsylvania, Michigan, and Wisconsin, which CNN has identified as “the most consistent tipping point in American politics.” During the past 32 years these states went Republican only once, when Trump won all three in 2016. If Harris wins these three, she wins the election. This isn’t her only path to the 270 electoral votes she needs to win (MSNBC has some alternative scenarios here), but it’s the easiest path. And among all seven swing states, Pennsylvania, Michigan, Wisconsin, and North Carolina have the highest proportion of blue-collar workers.”

Noah adds, “The Times reported that Harris is leading nationally, and that she’s gained ground among some key constituencies, including older voters, who are hugely important because (if you define “older” as 50 years or more) they cast more than 60 percent of all ballots in 2024. Before he dropped out, Biden was leading with voters aged 65 and over, even though they usually lean conservative. (In 2020 they went for Trump.) But in mid-September the Times/Siena poll showed Harris losing this group to Trump by seven percentage points, 44–51. The latest poll shows Harris winning over-65s by two percentage points, 49–47. Hallelujah….The Times did not report that Harris is gaining nationally among working-class voters, but she is. (Working-class voters are defined here conventionally as voters lacking a college degree.) Harris still lags Trump with this group in the Times/Siena poll, but since July she’s narrowed that gap from a dispiriting 15 percentage points to 11 percentage points. There’s still a lot of work to do, but as recently as mid-September, in a Times/Siena poll taken immediately after the presidential debate, Harris was losing this group to Trump by an alarming 18 percentage points.”

Noah notes further, “Where Harris is gaining some traction is with white working-class voters, a group that, with the sole exception of Bill Clinton in 1992, hasn’t gone for a Democratic presidential candidate since Lyndon Johnson. It’s doubtful that Harris will win white working-class voters outright in 2024, but since July she’s narrowed her deficit from 38 percentage points to 30 percentage points. As with Harris’s gain with working-class voters overall, the improvement is mostly recent; in mid-September, Harris’s deficit with white working class voters was 36 percentage points, and one week earlier (i.e., before her debate with Trump), Harris’s deficit was the same 36 percentage points. I would guess these white working-class voters are women….Because the new Times-Siena poll does not break out results by state, we don’t know whether in recent weeks working-class voters drifted toward Harris in Pennsylvania, Michigan, and Wisconsin to the same mildly encouraging extent they did nationally. An October 8 Wall Street Journal article by Ken Thomas and Catherine Lucey (“Kamala Harris Struggling to Break Through With Working Class, Democrats Fear”) reports that a private poll last week by Democratic Senator Tammy Baldwin, who’s running for reelection in Wisconsin, showed Baldwin up two points and Harris down three, with the difference attributed to working-class men.* The same story portrays Michigan Governor Gretchen Whitmer urging the Harris campaign to spend more time there; Harris’s last Michigan appearance was September 19. A September 30 New Yorker piece by Eyal Press about working-class voters in Pennsylvania has no new polling information and is mildly discouraging….Multiple polls now show Harris gaining on Trump, and sometimes beating him, on the question of economic stewardship. Perhaps that’s why she’s gaining a bit among white working-class voters. There’s growing reason to believe Harris can win enough working-class support to win the presidency. But her pitch to these voters still needs to improve. Perhaps the small encouragement the new Times/Siena poll offers about the working-class vote will inspire her to do so.”

As regards Trump bragging at the Al Smith Dinner about his ‘leading big’ with Catholic voters, the reality is a bit more complicated, as Tom Norton points out at Newsweek: “While Trump leads in some polls among Catholic voters, he is not leading in “all polls” and his claim that he has a “big” advantage is debatable….A poll released this week by New Catholic Reporter showed Trump was ahead by five percentage points in the seven battleground states of Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania and Wisconsin….While Trump led by 16 percentage points among white Catholic voters, the data also showed that seven out of 10 Hispanic Catholics and more than three-quarters of Black Catholics preferred Harris….Data from last month by Pew Research showed similar results. In a survey conducted from August to September, Pew found Catholic respondents overall were likelier to vote for Trump “if the 2024 presidential election were held today,” leading by five percentage points. However, the results split significantly between subgroups, with 61 percent of white Catholics picking Trump and 65 percent of Hispanic Catholics choosing Harris….Conversely, the same month, EWTN News/RealClear Opinion Research showed a Harris lead among Catholic voters polled, with 50 percent supporting the Democratic presidential nominee, 43 percent for Trump and 6 percent undecided….Other data suggests Trump’s lead among Catholics may have declined since President Joe Biden stood down as the Democratic presidential candidate. Pew Research from April found Trump had voter support among 55 percent of Catholic respondents. This fell to 52 percent in Pew’s September 2024 survey….So, while Trump may be able to claim an advantage, its significance seems debatable.” We’ll leave it to others to sort out the significance of such stats in light of Catholic subgroup voter turnout rates in swing counties and states.


Understanding Trump’s Heads-He-Wins, Tails-You-Lose Strategy

I’ve been spending a lot of time mulling the high likelihood of another contested presidential election result, and shared some brief thoughts at New York about Trump’s strategy:

It’s been clear for some time that Donald Trump is laying the groundwork to attempt to deny and challenge an election defeat. But Team Trump is also working to ensure that he won’t have to deny the results — and not just by convincing more voters that his policies are better for America. To put it very simply, the Trump campaign, the Republican Party, and its super-PAC allies are devoting a lot of resources to suppressing the Democratic vote in key states. These strategies include:

  1. Insisting on voter-roll purges to eliminate people who don’t respond quickly to official verification inquiries, whether or not they are appropriate. (In the past, overzealous purges have disqualified hundreds of thousands of eligible voters, most notably in Florida in 2000.)
  2. Promoting ridiculously strict rules for mail ballots that don’t have anything to do with their integrity (e.g., tossing them out due to extremely minor address or date errors without the possibility of curing them).
  3. Flooding the polling places with poll watchers trained to challenge individual ballots that might go to Kamala Harris on a variety of sketchy grounds.
  4. An inside-the-tent effort to place MAGA loyalists in key election-administration positions from the precinct to the county to the state level, where they can not only slow down vote counts but increase the odds of Democratic ballots being thrown out.

In addition to reducing the Harris vote (via a combination of ballot-eligibility challenges or heavy-handed intimidation of voters), all these MAGA boots on the ground can help build the post-election case that a Harris win was tainted with fraud. This time, Team Trump’s legal team will be much more organized than Rudy Giuliani’s Keystone Cops ensemble, which tried to capitalize on scattered election-fraud rumors and social-media claims in 2020. With so many campaign operatives working as election administrators or observers, there will be plenty of election-fraud allegations to fuel Trump lawsuits, with or without merit.

All this activity, along with years of Trump claims that Democrats cannot beat him without cheating, will predispose his MAGA base to accept whatever he chooses to claim about the “integrity” of the election. As the initial votes come in on Election Night, he may repeat his premature victory claim from 2020 and demand that vote counting stop with him slightly ahead (if indeed that “red mirage” reappears before it’s dispelled by the “blue shift” of mail ballots). If he does, we could see on-the-ground Trump operatives and volunteers demand that state- and county-election offices “stop the steal.” He will have another moment of truth if the Associated Press and other major media outlets call the race for Harris, which will be deemed conclusive by most people outside MAGA-land.

Trump will ultimately have to decide whether to concede or remain defiant on December 11, the federal deadline for state certifications of the vote. The Electoral Count Reform Act of 2022 was designed to minimize the odds of any challenge to the results after that date.

But whether or not the 45th president has a workable strategy for turning defeat into victory after Election Day, there’s no question his minions are trying hard to twist the system to maximize the possibility that Trump will win without having to stage another insurrection.


How Effective Are Political Video Ads?

Roberta Kwock writes in “How Much Do Campaign Ads Matter?” at KellogInsight that research indicates that “TV ads do influence voter turnout and choices—and that the tone of the ad makes a difference. Based on data from the 2000 and 2004 presidential elections, the team found that positive ads encouraged more people to show up on Election Day, while negative ads slightly suppressed turnout. And while both types of commercials affected whom people supported, the negative ones were more effective at swaying voters’ decisions.”

OK, that data is 24 and 20 years old. But it did come from 75 markets areas and 1,607 counties.. And don’t forget that campaign videos have found even more exposure on notebook screens since then, and human psychology hasn’t changed all that much.

However, Kwock adds that “research on voter turnout has produced mixed results. Somestudies that evaluated the overall influence of ads, without distinguishing between positive or negative ones, found that the commercials didn’t affect turnout. Among researchers who analyzed specific ad types, some reported that both positive and negative commercials had little effect; others found that negative ads boosted turnout; and still others that negative ads decreased turnout.

Further, “if ads don’t affect voters much, that would mean that campaigns are wasting billions of dollars on every election cycle. But political teams clearly believe that these commercials are worthwhile.”

The effects can be pretty small. “If a candidate increased their positive advertising by 1 percent, voter turnout rose by 0.03 percent. If they increased negative ads by the same amount, voter turnout dropped, but only by 0.007 percent.” Of course elections can be decided by tiny margins. But campaigns often have limited budgets, and cost-effectiveness still rules ad decisions. Nearly all campaigns will have a mix of positive and negative ads.

In February, Jessica Piper wrote at Politico that “Some political ads work a lot better than others. But nobody really knows what will reliably make an ad click with voters….That’s one of the major findings of a new study from researchers who analyzed data from Swayable, a platform used by Democrats to test the effectiveness of different messages and advertisements.” Further,

The study analyzed more than 600 ads produced by more than 50 campaigns and outside groups across the 2018 and 2020 cycles. Some ads are definitely more effective at influencing vote choice than others, the researchers found, but what voters respond to year-over-year is far less clear.

The best-performing ads were more than twice as effective as an average ad, so being able to predict what will resonate with voters matters a lot. Increasing the effectiveness of an ad could be meaningful when it comes to campaigns making large ad buys — and potentially getting double the persuasion return for their money.

However,

What makes it particularly challenging is that trends that appeared in one cycle did not always persist to the next. For example, ads that highlighted issues — broadly, any issue-focused messaging — were more effective than other ads in 2018. But in 2020, issue-focused ads in congressional and Senate races were less effective than other ads, which included spots focused on character or biography. Ads with a positive tone seemed slightly more effective in 2018 and less effective in 2020, although not by statistically significant margins in either case.

But Piper cautions:

Still, the biggest lesson for all campaigns may be to not rely too much on what worked in the past….In 2020, some of the most effective ads tested for the Biden campaign were direct-to-camera video testimonials — featuring everyday voters shot as if they could be on Zoom, rather than slick campaign ads. But the style and substance of ads will likely be dramatically different this year, said Nate Lubin, an ad consultant on Biden’s 2020 campaign, even if the presidential race is poised to be a Biden-Trump rematch.

If you want to get wonky abut it, check out “Political Advertising and Election Results” by Jorg L. Spenkuch and David Toniatti, who write in a footnote and graph-rich article at economics.harvard.edu:

We found no evidence, however, that advertising has an impact on overal turnout. In the aggregate, the mobilizing and demobilizing e§ects of political ads tend to cancel out. This may help to explain why a large number of previous studies have detected only minimal or even no e§ects. More generally, our findings help to explain why modern campaigns advertise so much, despite negligible changes in overall voter engagement and individuals’ opinions about candidates. Even if political advertising does not have a lasting impact on preferences or beliefs, the evidence in this paper suggests that it increases the respective candidates vote share by bringing the right set of voters to the polls. Given the size of our estimates, partisan imbalances in political advertising have the potential to decide close elections.

Arguments about budgeting for political ads will rage on as long as democracy lives, regardless of the real world impact on election outcomes. No matter who says what, however,  campaign strategists would rather have ads than not.


Don’t Get So Online You Forget That Unhip People Vote

What was probably a minor brouhaha this week led me to make a broader observation at New York about online tunnel-vision:

When I saw a viral video of Michigan Governor Gretchen Whitmer placing a Dorito on the tongue of a woman I could not identify (who turned out to be social-media influencer Liz Plank), I was kind of shocked. To many it looked like a parody, or at least an appropriation, of the traditional Roman Catholic form of administering a Communion wafer. The fact that there was adjoining text about the U.S. Chips Act didn’t mitigate the strangeness of the image. Why would an incredibly smart politician like Whitmer do something like this?

When this video came up in a discussion with my work colleagues, I was informed this was a meme, as though that fully explained it. When there was an explosion of protests from Michigan Catholics (some of it, of course, ginned up by MAGA folk and Democrat-hating traditionalist Catholic groups), Plank irritably explained to the “weirdos” that this was all a well-established joke:

I don’t know about you, but when I watch Jeremy Allen White feed a slice of pizza to Stephen Colbert (who is, as it happens, an observant Catholic), I don’t think Communion, I think Colbert’s being fed pizza by someone off-camera. In the Whitmer-Plank video, the size of the chip, the adoring upward glance of the Dorito recipient, and the positioning of the two women makes it very different.

But in any event, this video was circulated to untold millions of people who had never seen the Colbert-White video and probably couldn’t distinguish a meme from a matzo ball. The fact that Whitmer is wearing a Harris-Walz hat during this strange pantomime, and that Plank is a founder of the group Hotties for Harris, is an incredible gift to the reactionaries who claim Democrats are a bunch of Satan-adjacent baby-killing libertine smart-asses who would close down the churches if given the chance. It’s not just Catholics, by the way, who are a little touchy about the Eucharist. My own liberal Disciples of Christ denomination treats Communion as an indispensable symbol of human equality.

To her credit, Whitmer immediately apologized for having given offense, and she fortunately did not just say “It’s a meme, stupid boomers!” Per the Washington Post:

“Over 25 years in public service, I would never do something to denigrate someone’s faith,” the statement said. “I’ve used my platform to stand up for people’s right to hold and practice their personal religious beliefs. My team has spoken to the Michigan Catholic Conference. What was supposed to be a video about the importance of the CHIPS Act to Michigan jobs, has been construed as something it was never intended to be, and I apologize for that.”

But Whitmer’s staff couldn’t let it go with that and insisted the people complaining just didn’t get it, according to the Detroit News:

“’The governor’s social media is well known for infusing her communications with pop culture,’ Helen Hare, a Whitmer spokeswoman, said in a statement. “’This popular trend has been used by countless people, including Billie Eilish, Kylie Jenner, and Stephen Colbert, and the fact that people are paying attention to a video promoting President Biden’s CHIPS Act proves it’s working.’”

Here’s the thing: Unhip people get the same vote as hip people and can’t really be expected to understand the process by which some moment on social media becomes an all-purpose explanation for whatever you want to do.

Believe me, I understand that Donald Trump and his conservative Christian backers commit more acts of sacrilege every other minute than anything secular liberals have done on social media, beginning with the idea that the 45th president is divinely ordained to lead America, continuing with his endless displays of religious illiteracy, and concluding with the fundamentally anti-Christian MAGA attitudes toward immigrants, people of color, and the poor. But this incident involving Whitmer offers a good reminder that when you are in politics, you really can become “too online” and forget that large elements of the voting public can look at an image and not get the joke.


Political Strategy Notes

In “The October Surprise May Be Arriving Shortly: History suggests the decisive moment is still to come,” Jeff Greenfield provides a mini-history of recent October surprises at Politico. These include a Democratic president’s failure to win release of hostages held in Iran in 1980, or put differently, Reagan’s backdoor diplomacy success in negotiating a hostage release deal that would benefit him on election day. For the 1992  elections, there was the Iran-Contra affair, which hurt then President George H.W. Bush, followed by the 2000 revelation of his son’s drunk driving arrest 24 years after it happened – not much of a surprise or game-changer, as was the 2004 revelation by Osama bin Laden, claiming responsibility for the Sept. 11, 2001 attacks on the U.S. –  Democrat John Kerry blamed it for his ’04 loss. That was followed by a huge October surprise, the tanking of the U.S. financial system in 2008, which benefited Obama. Arguably, the nastiest most deliberate, October Surprise was in 2016 when James Comey made a big deal about the F. B. I. reopening the weaponized investigation of Democratic presidential candidate Hillary Clinton. Greenfield sees no clear October Surprise for 2020. But you could argue that energetic activism brewed one behind the scenes, resulting in Georgia giving its electoral votes to Biden and picking up two Democratic U.S. senate seats in 2020-21. We can hope at least that Georgia’s enormous early voting opening may herald a similar October Surprise for 2024. October surprise or no, campaigns don’t win without being otherwise prepared.

Trump’s “Let’s listen to my cool playlist” town hall rally in Oaks, PA is probably not going to be an ‘October surprise.’ But for a display of raw Trump weirdness, Democrats couldn’t ask for much more. James Bickerton reports it this way at Newsweek: “Some attendees at a Donald Trump town hall event on Monday reportedly began leaving early after the Republican presidential nominee decided to stop taking questions from the audience and instead played music for 39 minutes….The former president attended the town hall in Oaks, Pennsylvania, moderated by South Dakota Governor Kristi Noem.” What, you might understandably wonder, was Kristi Noem doing there – other than  firming up the dog-lover vote for Harris? “Proceedings were paused while two attendees received medical attention, at which point Trump jokingly asked whether “anybody else would like to faint?” He then said: “Let’s not do any more questions. Let’s just listen to music. Let’s make it into a music. Who the hell wants to hear questions, right?”….The incident took place after Kamala Harris questioned Trump’s mental cognizance at a rally in Pennsylvania on Monday, branding her White House rival “unstable” and “unhinged.” In July, President Joe Biden announced he was stepping down from the 2024 presidential contest amid concern about his age and mental capabilities….According to The Washington Post, “some in the crowd began to leave” after Trump said he wouldn’t be taking any more questions at the town hall, and instead told his team to play a succession of nine songs as he at times danced on stage….”Ron Filipkowski, who edits self-styled “pro-democracy” media outlet MeidasTouch, added: “This is absolutely insane. Trump just froze up answering questions, said he wouldn’t take anymore questions, then stood on stage for the next 30 minutes while music played. Will media cover this as something other than a seriously bizarre cognitive episode???”

When a former chair of the Joint Chiefs of Staff calls the president he served under a “fascist,” that is news that merits further discussion, and it is getting plenty of buzz. As Steve Benen reports at MSNBC, “When Gen. Mark Milley retired last year, following more than four decades of military service to the United States, he delivered a retirement speech that included some language that did not go unnoticed. “We don’t take an oath to a king, or a queen, to a tyrant or dictator — or wannabe dictator,” the retiring general saidMany assumed, of course, that he was referring to Donald Trump, but the phrasing was at least somewhat subtle, and the four-star Army general did not elaborate. At least, he didn’t elaborate publicly at the time….As The Washington Post reported, Milley apparently put subtlety aside when speaking to Bob Woodward for the longtime journalist’s new book.

Retired Gen. Mark A. Milley warned that former president Donald Trump is a “fascist to the core” and “the most dangerous person to this country” in new comments voicing his mounting alarm at the prospect of the Republican nominee’s election to another term, according to a forthcoming book by Washington Post associate editor Bob Woodward.”

Benen continues, “Milley’s assessment of the Republican candidate is rooted in first-hand experience: Trump handpicked Milley to serve as the chairman of the Joint Chiefs of Staff, and the general worked alongside the then-president for more than a year….“No one has ever been as dangerous to this country as Donald Trump,” the general told Woodward. “Now I realize he’s a total fascist. He is the most dangerous person to this country.”….Milley went on to note that he feared a possible court martial in a second Trump term — despite the fact that he’s now a civilian — and those concerns are well grounded. After all, according to Trump’s former Defense secretary, Mark Esper, Trump set out to have two highly decorated retired military leaders — Stanley McChrystal and William McRaven — court-martialed for saying things about the former president that he didn’t like.” Bennen adds, “As for the larger context, as Trump’s former joint chiefs chair describes Trump as a “fascist to the core,” Milley isn’t alone. Trump’s former secretary of state referred to him as a “moron.” Trump’s former White House chief of staff has also accused Trump of “poisoning” people’s minds, having “serious character issues,” not being “a real man,” and abusing his office without regard for the law….Trump’s former defense secretary has described him as a “threat to democracy,” while Trump’s former director of national intelligence said he “doesn’t know the difference between the truth and a lie.” Trump’s former director of national intelligence also said he suspected that Russia had leverage over Trump — because nothing else could explain the Republican’s behavior.” With a little creativity, Democratic ad-makers could craft such comments into a viral video.


Despite Huge Early Voting Turnout, Presidential Race Still Close

Amid reports of huge early voting turnouts in metro and suburban Georgia, Kyle Kondik of Sabato’s Crystal Ball strikes a cautionary note, which should stem excessive  exuberance about Democratic prospects:

We still think Michigan is likeliest to be Harris’s best state out of this group, as it was for Biden in 2020, and it generally has been the most Democratic of these seven states over the past couple of decades. We have made these points about Michigan in the past (see the links for more thoughts on the particulars in Michigan).

Meanwhile, North Carolina is the one state among the seven that Biden did not carry in 2020, and we remain somewhat skeptical of Harris’s ability to actually win it.

One thing that is preventing us from being confident enough to move it to Leans Republican is the devastation wrought by Hurricane Helene in western North Carolina, which could have impacts on turnout in what is on balance a Republican-leaning area. In 2020, the 25 counties that FEMA currently considers to be the disaster zone favored Trump by 25 percentage points while Biden carried the rest of the state by 3.5 points. The state has taken efforts to keep early voting on track in western North Carolina; giving voters additional opportunity to make their voices heard in the midst of an unforeseen disaster is probably the best argument there is for offering robust absentee and early voting options.

Trump has generally, although not always, led polling in Arizona and Georgia, the two typically Republican-leaning states that fell out of his grasp in 2020. Forced to choose, one might also be inclined to tilt those states to Trump. It seems possible that a critical mass of “softer” Republican voters in those states who dislike Trump personally are expressing some buyer’s remorse after they took a chance on Biden in 2020. It wouldn’t take all that many of them to flip Arizona and Georgia back to Republicans after Biden won each by less than half a percentage point.

That said, there may be other things afoot—David Plouffe, a senior adviser to Harris’s campaign and an Obama campaign alum, recently argued that Harris could show strength with Republicans and/or Republican-leaning independents, a group that Harris is clearly trying to reach. This is important particularly in Arizona, a party registration state where the GOP edge in registration is a bit better now than it was in 2020 (although there are lots of people not registered with a party, and we are generally leery of using party registration trends as a predictive tool). This possible dynamic is illustrated by comparing a couple of recent polls: the New York Times/Siena College recently showed Trump up 5 points in Arizona, while a Wall Street Journal poll from a bipartisan polling duo showed Harris up 2. Why the disparity? Part of it was that the New York Times found Trump and Harris with similar levels of party unity in the state, while the Wall Street Journal found Harris achieving markedly better party unity and more crossover support from Republicans. If Plouffe is right, the Wall Street Journal poll may be closer to the mark. However, the New York Times poll shows Trump with a bit more loyalty among his 2020 voters than Harris has with Biden voters, perhaps an indication that the state is shifting enough back to its GOP roots to allow Trump to win it.

While Pennsylvania and Wisconsin remain total Toss-ups in our view, we do think there has been a little overhyping of the former over the latter. It’s become common to see the argument that Pennsylvania is clearly the most important state and that the winner of Pennsylvania will win the election. It is of course true that Pennsylvania is tremendously important and that, with 19 electoral votes, it has more electoral votes than any of the other true battlegrounds. But we actually think the state is slightly more important to Harris, because we could see Trump winning the election without Pennsylvania—perhaps losing the state by a hair while winning Wisconsin and the Arizona-Georgia-North Carolina trio by a hair, which would give him victory assuming no other changes from 2020 —whereas we don’t think Harris has a real path without the Keystone State. Mathematically, Harris could do it by holding Michigan, Nevada, and Wisconsin as well as winning one of Georgia or North Carolina, but that would involve Pennsylvania voting to the right of the other “Blue Wall” states as well as at least two of the Sun Belt states. That does not really pass the smell test for us, although of course the individual states are so close in polling that we cannot totally rule it out.

Moving toward his conclusion, Kondik notes “We’d be cautious when making direct advance voting comparisons between 2020 and 2024, because of course there was a pandemic going on in the former year that changed people’s voting habits.” Read the whole article for a more nuanced analysis.


Ruy Teixeira Interviews Sean Trende on 2024 Election

As Election Day draws closer, I’m joined by my AEI colleague Sean Trende to break down all things 2024. We discuss swing state polling before moving into who we think might be favored to win the White House. Did Democrats make the wrong VP pick? What’s behind Harris’s stubborn leads in the Midwestern battlegrounds? Why are some pollsters suddenly weighting on recalled vote? Who’s favored to win the House and Senate? [If the forward arrow on the red button doesn’t work, click on the YouTube logo.]


Political Strategy Notes

“A new Jacobin / Center for Working-Class Politics (CWCP) / YouGov poll conducted between September 24 and October 2 finds 46.8% of registered voters in Pennsylvania support Vice President Kamala Harris while 44.7% support former president Donald Trump for president in 2024,” Jacobin editors write. “Another 5.5% remain undecided, and 3.0% support another candidate. In a head-to-head matchup, 51.3% of voters prefer Harris, while 48.7% prefer Trump….“We have found results consistent with other polls showing a very tight race,” Jared Abbott, executive director of CWCP, said. “Kamala Harris is showing a razor-thin lead over Donald Trump, but there are enough undecided voters to tip the election, and in Pennsylvania that could prove pivotal to the entire race.” The survey also included a range of questions to determine the state of the race among working-class voters in Pennsylvania….Among the lowest-income voters, those making less than $30k a year, Harris holds a commanding lead with 53.3% to Trump’s 38.3% support. Among lower-middle-income ($30k–$60k) and middle-income voters ($60k–$100k), Trump leads by a margin of 0.6% and 4.6%, respectively. Among upper-middle-income voters ($100k–$200k), Harris leads with 47.6% to Trump’s 45.6%. And among the highest-income voters (>$200k), Trump has a lead with 51.7% compared to only 48.3% for Harris. Overall, voters with a household income below the median favor Harris (47%) over Trump (44%), while voters earning above the median are split between the candidates at 47% support for each….

Jacobin editors continue, “Among manual workers, 55.9% prefer Trump and only 36.2% prefer Harris. Among service and clerical workers, Harris has the edge with 47.7% support to Trump’s 42%. Among professionals, Harris leads with 47.3% support to Trump’s 44.9% support. The candidates are in a dead heat among managers and business owners: Harris has 46.4%, Trump has 46.4%….Among voters with a four-year college degree or more, Harris commands a sizable lead (51.1%) over Trump (40.4%). Voters with some college education, an associate degree, or vocational education also prefer Harris (49.6%) over Trump (42.3%). However, voters with a high school diploma or less prefer Trump (49.6%) over Harris (41.8%)….Among current and former union members, Trump leads with 47.1% support compared to Harris’s 43.2%, while Harris has the advantage among nonunionized Pennsylvanians, with 48.2% of the vote compared to Trump’s 43.2%….Interestingly, among workers who report having recently “experienced a job loss due to unfair firing,” 52.6% support Trump and only 37.4% support Harris, while 47.1% of workers who have not reported such a job loss prefer Harris and 45.3% prefer Trump. Among workers who report working a “very or somewhat insecure job,” 58.3% prefer Trump while only 32.6% prefer Harris. Those who work a “very or somewhat secure job,” however, prefer Harris (47.5%) to Trump (44.5%)….Among urban and suburban voters, 52.8% prefer Harris and 39.9% prefer Trump. Among rural and small-town voters, 52.4% prefer Trump and 37.4% prefer Harris. Among white, non-Hispanic voters, 51.5% prefer Trump and 42% prefer Harris. And among non-white voters, 68.2% prefer Harris and 14.5% prefer Trump….The results demonstrate that, while Harris has a strong lead among lower-income voters, she is struggling to win middle-income blue-collar voters without a college degree, and especially those voters who have recently experienced a job loss or who report job insecurity. “The bottom line is Harris needs to win more working-class voters. That’s the key to this election,” said Dustin Guastella, a researcher with the CWCP. “Blue-collar voters could decide the race in Pennsylvania.”

In “Harris’ mission critical in final push: Wipe out Trump’s advantage on the economy,” Sahil Kapur writes at nbcnews.com: “Kamala Harris is zeroing in on a monumental task that could make or break her prospects in the final month before Election Day: wiping out Donald Trump’s persisting advantage among voters on whom they trust to handle the economy….While Harris has gained ground on stewardship of the economy, Trump still leads in most surveys about the issue, which frequently ranks as the top concern for voters. The Harris campaign and Democratic allies believe she must erode that advantage and at least fight it to a draw….“With four weeks to go, we’re going to be laser-focused on this and be talking about this,” a Harris aide said….The aide, speaking on condition of anonymity to discuss strategy, said Harris and her team will spend the final stretch of the campaign presenting her as the candidate fighting for the middle class, citing her upbringing and agenda, while portraying Trump as caring more about cutting taxes for wealthy Americans like himself and hitting his plan for aggressive tariffs as a de facto middle-class tax hike….Her strategy is playing out through TV and digital campaign ads, a gradual stream of policy rollouts and speeches, and a new media blitz by Harris designed to connect her biography to her economic vision….Top Democrats are acutely focused on the economy after they were burned by the issue in recent elections….And exit polls showed Joe Biden underperforming the polls in 2020 amid a deficit against Trump on handling the economy. Now party strategists believe that among the narrow but crucial slice of swing voters in battleground states like Pennsylvania, Wisconsin and Nevada, the economy will carry the day.”

Kapur continues, “Still, Harris is performing better than Biden did on the economy against Trump. She has put proposals to lower costs front and center in a departure from Biden, who focused more on touting macroeconomic gains; that fell on deaf ears with many middle-class and lower-income voters, who still feel the pinch of higher prices more than low unemployment or record-high stocks….A recent NBC News poll found that Trump led Harris by 9 points on handling the economy — down from the 22-point lead he held over Biden earlier this year. A Cook Political Report swing state survey in late September found Harris pulling even with Trump on “getting inflation under control,” although Trump still led by 5 points on whom voters would rather see “deal with the economy.” A New York Times/Siena College national poll released Tuesday found that the economy is the No. 1 issue influencing likely voters, with abortion a distant second and immigration just behind that….As Harris ramps up her media appearances, a Democratic strategist said she would do well to deliver “tight and strong” answers about the economy at every opportunity. The aide, who spoke candidly about Harris on condition of anonymity, added: “She has this instinct to go to a word salad, and there’s no need for that.” Alyssa Cass, the chief strategist for Blueprint 2024 added, “A closing message very laser-focused on reducing prices by going after corporations and a middle-class tax cut, paired with a focus on protecting Social Security, Medicare and the [Affordable Care Act], allows her to close the gap on prices that currently exists….”


Should Democrats Fear Jill Stein?

After the Democratic National Committee ran an ad warning that a vote for Jill Stein is a vote for Donald Trump, I assessed her spoiler potential at New York:

In a presidential contest so close that every one of the seven battleground states could go either way, the major-party campaigns are spending some of their enormous resources trying to ensure that minor-party candidates don’t snag critical votes. This ad from the Democratic National Committee is indicative of these fears:

Not only does this ad convey the simple message that “a vote for Jill Stein is a vote for Donald Trump,” but it includes the reminder that according to the Democratic narrative of the 2016 election, the Green Party candidate was the spoiler who gave Trump his winning margins in the key battleground states whereby he upset Hillary Clinton despite losing the national popular vote.

It’s true that Stein won more votes than Trump’s plurality in Michigan, Pennsylvania, and Wisconsin in 2016. So if all of her voters had instead voted for Clinton, Trump would have not become the 45th president and the hinges of political history would have moved in a very different direction. But even though Stein was running distinctly to Clinton’s left and appealing to disgruntled Bernie Sanders primary voters, it’s not 100 percent clear what would have happened had she not run (the Greens, of course, are a regular presence in presidential elections; it’s not as though they were conjured up by Trump in 2016). Some might have actually voted for Trump, and even more might have stayed at home or skipped the presidential ballot line.

The picture is complicated by the presence of an even larger minor-party candidacy in 2016, that of Libertarian Gary Johnson, who won 3 percent of the national presidential vote compared to Stein’s one percent. One academic analysis utilizing exit polls concluded that Clinton would have probably lost even had neither of these minor-party candidates run.

In 2024, Libertarian Chase Oliver is on more state ballots (47) than Stein (39), including all seven battleground states (Stein is on six of them, all but Nevada). Traditionally Libertarians draw a bit more from Republicans than from Democrats (many of them wouldn’t vote for a major-party candidate in any event). But it’s understandably the Greens who worry Democrats, particularly since Stein is counting on defections from Democratic-leaning voters who are unhappy with the Biden-Harris administration’s support for Israel in its war on Gaza. As the Times of Israel reported last month, there are signs Stein’s strategy is working to some extent with Muslim voters:

“A Council on American-Islamic Relations poll released this month showed that in Michigan, home to a large Arab American community, 40 percent of Muslim voters backed the Green Party’s Stein. Republican candidate Donald Trump got 18% with Harris, who is US President Joe Biden’s vice president, trailing at 12%.

“Stein, a Jewish anti-Israel activist, also leads Harris among Muslims in Arizona and Wisconsin, battleground states with sizable Muslim populations where Biden defeated Trump in 2020 by slim margins.”

It’s also worth noting that Stein chose a Muslim (and Black) running mate in California professor Butch Ware.

Any comparisons of her 2024 campaign with her past spoiler role should come with the important observation that non-major-party voting is likely to be much smaller this year than it was in 2016, when fully 5.7 percent of presidential voters opted for someone other than Trump or Clinton. The non-major-party vote dropped to 1.9 percent — a third of the 2016 percentage — in 2020. Earlier this year it looked like independent candidate Robert F. Kennedy Jr. would push the non-major-party vote even higher than it was eight years ago. But then Joe Biden’s withdrawal from the race, which reduced the “double-hater” vote unhappy with both major-party candidates, followed by Kennedy’s withdrawal and endorsement of Trump showed that particular threat evaporating. Despite his efforts to fold his candidacy into Trump’s in the battleground states, Kennedy is still on the ballot in Michigan and Wisconsin, though it’s anybody’s guess how many voters will exercise that zombie option and who will benefit. Another independent candidate, Cornel West, stayed in the race, but he’s struggled with both funding and ballot access; he’s not on the ballot in Arizona, Georgia, Nevada, or Pennsylvania, and he’s competing with Stein for left-bent voters unhappy with Kamala Harris. Unsurprisingly, Republican operatives have helped both Stein and West in their ballot-access efforts.

There are some indications that the non-major-party vote will drop even more than it did earlier this year. A new Pew survey shows that only 12 percent of registered voters who express a preference for a minor-party or independent candidate are “extremely motivated to vote,” and only 27 percent of these voters think it “really matters who wins.” These are not people who will be rushing to the polls in a state of excitement.

It’s hard to find a credible recent national poll showing Stein, Oliver, or West with more than one percent of the vote. But a late-September New York Times-Siena poll of Michigan, with its significant Arab-American and Muslim populations, did show Stein with 2 percent of likely voters. In an extremely close race, even small splinter votes can matter, as the experience of 2000 in Florida will eternally remind Democrats. Had that year’s Green Party candidate, Ralph Nader, not appeared on the ballot, it’s pretty likely Al Gore would have been the 43rd president. So anything can happen in what amounts to a presidential jump ball, and you can expect Democrats to continue calling Stein a spoiler while Republicans not-so-quietly wish her well.