So....we've all seen my model. We all know my model. I won't be doing an update on said model until Friday, because quite frankly not enough has changed to justify it, but I did want to discuss the political winds and where they are blowing. As we know, models are never exact. And I've outlined scenarios of what happens if both republicans and democrats over/under perform. Right now, if we ran 100 simulations of the election, and not my weird simulation model which is flawed, but a more "wave" based model, currently, democrats would win around 96 times in the house and 62 times in the senate. Republicans would win 4 times in the house and 33 times in the senate (38 if we count ties). If anything, republicans have been gaining, and democrats have been losing. I normally consider a closing gap like that in the last days of the campaign to be a bad sign for democrats, suggesting that republicans will overperform. We saw such trends in 2016 and 2024 in particular, where both election nights were painful for democrats as they went into the night overconfident only to get their aspirations crushed. It could happen in 2026 again, and that is probably my biggest argument for a republican overperformance and democratic underperformance. Polls are a lagging indicator and if they're moving toward the center, that's normally a bad sign for democrats hoping to have a really good night.
On the flip side, there's also some people calling polls into question. Now, this happens every election cycle, and often times this is nonsense too. In 2020, we had the narrative that republican pollsters were skewing the averages. This led me to modify RCP's averages for my forecast, leading to a far more bullish democratic forecast than we really deserved to see happen. Sure, Biden won, but he won by the skin of his teeth. It wasn't exactly the crushing D+5 victory we were expecting in tipping point state of Pennsylvania, or other swing states for that matter. In 2024, democrats also suggested polls were off. Some huffed some serious copium talking about Allen Lichtman's keys, or Ann Selzer's infamous D+7 in Iowa poll, and some accused the pollsters of herding. Despite this, the republicans actually overperformed by about 1.7, a margin that in this election could help keep the senate in republican hands (current tipping point is Maine at D+1.2).
And that's the tricky thing about the senate. In a normal election year, the senate should be off the table for democrats entirely. I went into this cycle giving republicans an 85% chance at keeping the senate with the republicans needing to keep all existing states, and then flipping 4 of them. I figure they could flip NC, Maine is a tossup, and then good luck flipping Ohio, Texas, Iowa, Alaska, Nebraska, or Montana. But here we are, Ohio is at D+3.3, Texas is at D+1.8, Maine is actually narrow at D+1.2 (and this is the trickiest swing state for dems I think, given the dynamic between Collins and Jackson runs counter to the trend elsewhere in the country). Alaska is D+0.8. We also got Nebraska being a dead heat, Kansas being R+0.3 and Iowa being R+0.6, with South Carolina, Louisiana, and Mississippi being only LEAN R, when in any sane election cycle they'd be safe R.
This brings us to the next point to consider. Mississippi. Some might notice I added it and Louisana into my forecast despite it not being covered on RCP and the polling data being less reliable. Why? Can we trust R+4? Well, that's the thing. Let's talk about the energy. Democrats are now spending money in Mississippi. Trump did a rally there last night, trying to shore up support there. And let's talk about how insane THAT is. When youre doing your final pitch to voters, youre going to the places that matter. Many of the places Trump and Vance are visiting this week to do rallies are states like Kansas, Iowa, Mississippi, and Montana. That's not a good look. That tells me that your internal polling suggests you're in trouble. It also isnt a good sign for republicans that democrats are putting money into it. That tells me they think it's winnable, or at least the threat of winning there is serious enough it's forcing the republicans to divert resources into defending it. Again, if you're defending MISSISSIPPI in your final push before the elections, and youre a republican, you're screwed. Like, that's GG. That's like seeing democrats campaigning in Illinois, New York, or California. And we did see those concerning D+6-12 polls for states like New Jersey, Illinois, and New York in 2024. And those ended up being real. So if data is now suggesting red states are in play, then that means they very well might be in play.
And to go back to herding accusations. people are accusing 2026 pollsters of herding or fudging their numbers. Some pollsters like wedgewood polls were exposed as fraudsters with them claiming that they were doing a social experiment to prove how messed up the polling industry is. Marist is now being accused of Nate Silver of herding, with those accusations being credible. And that's the thing. Pollsters might be cooking the books and showing a narrowing of the race so that no matter what happens they won't be technically wrong. Rather than push the data regardless of how wrong it might be, like Ann Selzer, they'd rather just produce the results they THINK will come true and as a result, democrats might actually OVERperform by significant margins.
Now, again, I've heard a lot of this before. People always try to read the tea leaves here. And I'm gonna be honest, I'm mixed on this. I think conventional knowledge suggests that republicans may overperform a few points. The map is just too good for democrats. like this shouldn't be happening. And let's face it, we've seen this song and dance before. In 2016, 2020, and 2024, republicans overperformed. However, this is ignoring that they underperformed both in 2018 and 2022. And this IS another mid term year. Trump isn't on the ballot.
It's also important to know that republicans have every reason to be demotivated over Trump. The dude's second term is a travesty. Even if you are in the camp of "joke's on you I'm into that crap" on his authoritarianism, insane border policy, and Christian nationalism" that doesn't mean that voters approve of him. His own supporters hate him over the Epstein thing. They wanted the files released. And he squashed it because...he was in it. He started a highly unpopular war in Iran that basically made America like the 1970s again, and not in a good way. Gas prices are up. Everyone is angry. People are discussing on local subreddits that they're struggling to heat their homes this winter. And let's be honest, the last time we were here, Jimmy Carter told people to wear sweaters and the American people took offense to that so bad they elected Reagan twice. And while we don't necessarily have the gas lines we had then, the pain at the pump is driving people away from the republican party. Especially as Trump has this "let them eat cake" mentality of being fixated on building his stupid ballroom and calling the concept of affordability a "democratic hoax." Under such circumstances, if the public were rational, OF COURSE MISSISSIPPI IS FRICKING IN PLAY. But, that's kind of why I cant believe it. Voters ARENT rational. And the swing voters who decide elections DEFINITELY arent rational. And sure, Id expect them to vote against the person in office to punish them for poor governance, but again, the public is SO irrationally I cant trust them to actually blame Trump for this mess like they should. Like, I'm gonna be honest. Part of the reason I was so cavalier about the threat of Trump winning in 2016 was because I figured if he did, the public would turn on him so bad it would implode the republican party and they'd never elect him, or another republican from the current alignment again. However, everything I've seen since tells me that even when dems do well, they dont win by large margins most of the time, and Trump's base tend to overperform. As crazy as it sounds, a lot of people are ride or die on him. And that's one of the reasons I'm so skeptical of a blue wave actually happening. The republicans seem to have their supporters turn out no matter how bad he governs, and many are enthusiastic and actually LIKE the guy, which baffles me. But that's the reality of the situation. So idk. Again, rationally, we should see a blue wave with Trump being hated like Carter or Hoover, but that assumes a public much more intelligent than what we seem to have.
With all of that said, where does this leave us? Going in circles, that's what it does. Some people suggest democrats should do better than the polls, some suggest they'll do worse. if I had to guess, i'm on team "worse" and I am nervous about election night after seeing 2024 end so badly. However, the polls are telling us...something. We're seeing trends that shouldn't be possible, and on the one hand, if we assume a rational public, they kinda make sense. I mean, why SHOULD people support republicans given how bad they F-ed up everything? But on the other hand, again, given how so many people voted for him despite all the warning signs that he would in fact be this bad, I really have to wonder if having hope of a blue wave is setting us up for disappointment as we tune in, and Alaska goes Red, Maine goes red, Texas is too close to call, we barely hold onto Michigan, and Ohio barely flips to our side. It can happen. Just saying, it can happen. And then we'll all be wondering wtf were we thinking and why were the polls so off again.
So idk. I'm not even sure if I'll make an informal prediction this year. I might just stand by the data. Probably the best bet. Post the data, stand on the side of probability, hope for the best, but prepare for the worst. idk. Again, the more we try to read the tea leaves, the more confusing it gets. I think the core issue IS the irrationality of the electorate. As much as we'd like to believe that we're gonna have a blue wave, I've come to understand that a lot of Americans are genuinely dumb and have such a different moral code that they actually somehow find the current GOP to be everything they want in life. It scares me people like this exist, but they do.
