Saturday, August 29, 2020

2020 election predictions: post convention special

So, with the democratic and republican conventions concluded the race looks much different than it did a few weeks ago, in a fairly disconcerting way. Long story short, the republicans are making a lot of gains and Biden is falling apart. Since COVID began, Biden has had this thing almost locked. He has been consistently ahead by 6-10 points, and that has all changed recently. Trump is gaining a lot of ground in the rust belt, much like in 2016 in the last days of the election, and it's a lot closer and competitive now. What I will be doing here is getting a handle on how much. 

 Safe electoral votes: Trump - 115, Biden - 212

The race has not changed at all in terms of what states are safe and swing. It has only changed among the states up for grabs. Now we will look at how much things have changed.

 

StatesWinner/MarginSD% Biden Win% Trump WinElectoral Votes if Biden WinsElectoral Votes if Trump Wins
New Hampshire
Biden +9.7%
-2.43
99.25%
0.75%
216
326
Minnesota
Biden +5.3%
-1.33
90.82%
9.18%
226
322
PennsylvaniaBiden +4.7%
-1.18
88.10%
11.90%
246
312
NevadaBiden +4.0%
-1.00
84.13%
15.87%
252
292
FloridaBiden +3.7%
-0.93
82.38%
17.62%
281
286
WisconsinBiden +3.5%
-0.88
81.06%
18.94%
291
257
MichiganBiden +2.6%-0.65
74.22%
25.78%
307
247
Ohio
Biden +2.3%
-0.58
71.90%
28.10%
325
231
Arizona
Biden +2.2%
-0.55
70.88%
29.12%
336
213
Maine CD2
Unknown (0.0%)
0.00
50.00%
50.00%
337
202
Nebraska CD2
Unknown (0.0%)
0.00
50.00%
50.00%
338
201
North Carolina
Trump +0.3%
+0.08
46.81%
53.19%
353
200
Georgia
Trump +1.1%
+0.28
38.97%
61.03%
369
185
Iowa
Trump 1.7%
+0.43
33.36%
66.64%
375
169
Texas
Trump +3.5%
+0.88
18.94%
81.06%
413
163
Missouri
Trump +6.4%
+1.60
5.48%
94.52%
423
125

Yikes. Biden's margins have dropped significantly in the rust belt, including Minnesota and Pennsylvania, and in Florida. I keep saying it, despite the sun belt strategy the democrats are trying, which might be successful long term, the rust belt is the crucial area for the democrats to defend. That, along with Florida, the current tipping point, are the states the democrats really need to work at defending. If Trump can break through there, he can win. And given the margins are currently around 2-5 points in these locations, if the polls are off by a couple of points like they were in 2016, Trump can get it. Say I reduced the tipping point margin of Florida by 3 points, that brings the margin of victory for Biden down to less than 1 point, which translates to around a 55% chance for Biden and a 45% chance for Hillary. That isn't good. That's literally almost the same odds I gave HRC on election day and look at how that turned out.

Now, assuming polls are accurate, I'm more inclined to give Trump an 18% chance of victory, while Biden has an 82% chance, but that really does assume polling is accurate, and of course these projections are snapshots in time, given the election were held today. If polling isn't accurate, like in 2016 where it did not properly detect the full extent of the movement toward Trump, I could be overestimating Biden's chances here. That said it is possible for Biden to screw this up just like Hillary did, and a second term for Trump is possible. I still given the edge to Biden, but how much of an edge he really has is anyone's guess. If Biden's numbers keep tanking, he's done. For numbers to shift that drastically in only a few days is not a good sign for Biden. Biden is not invincible. If you want Trump out and aren't taking a principled stand against the democrats, you better vote. That's all I'm gonna say. Don't get complacent.

How I view the 2020 election and how I plan to vote

 So, with the recent conventions concluded, I feel like it's a good time I lay it out there how I feel about 2020. As you know, I Bernie or Busted in 2016 and voted for Jill Stein. Long story short, I don't really feel much differently toward 2020. I plan on voting for Howie Hawkins, and am outright endorsing him right here and now. He has a much stronger platform than Jill Stein did, and one that has a lot more thought put behind it, and I kind of believe Howie is as close to an ideal candidate as we're going to get. He hits all of the major notes for me. Universal basic income, Medicare for all, a solid climate change policy, etc. He's significantly stronger platform wise than both Biden and Trump. 

Now that we got that out of the way, let's focus more on Biden and Trump. Biden is basically just another Hillary. In the democratic primary, as I outlined in my previous post, there was some screwery going on there too. The party clearly worked behind the scenes to support Biden, despite him floundering in early states, and they got everyone else to drop out so he faced Bernie practically one on one. This caused a repeat of 2016 to happen in which Bernie lost by significant margins. The fact is, if there was no interference from parties within the democratic party, it's highly likely the primary would have been much more drawn out, with Bernie walking away with a lot more wins, while the electorate would have been much more divided between Buttigieg, Biden, and Klobuchar. But, because the democratic party isnt the republican party and the democrats like to nudge things along in their direction, they "saved" the party, as they would put it, from Bernie.

Then the centrist camp got a massive mandate to ignore progressives. While there were some so called unity task forces and mild policy concessions on topics like healthcare and education, they quite frankly didn't go far enough. Most concessions we got were mild window dressings while the large concessions were always off the table. Combined with COVID-19 accelerating the need for things like medicare for all and even UBI, this has proved to be extremely milquetoast and out of touch.

The real slap in the face though has come in the past two weeks though. With the DNC ramping up and the democratic party shifting to the general, they've all but thrown progressives overboard. The democratic convention, to me, felt like a republican convention if the republicans were sane. They virtue signalled nonstop about how great America was, they let literally MULTIPLE republicans speak at the convention, with them assuring "don't worry, Biden won't go that far left, he likes to work with republicans", and the appeals to the left felt hollow. Bernie and Yang's speeches, some of the best, seemed empty and hollow, because let's face it, they were selling a turd and their rhetoric completely contradicted the overall feel of the convention. Michelle Obama went so far to voter shame third party voters, and that didn't resonate at all. All in all, it seems quite clear that the democratic party essentially plans to abandon the left and appeal hard to the center. Some, like Rahm Emanuel, are talking about abandoning policy positions like Medicare for all and the green new deal to win over these new republicans friends. These guys don't care about actual solutions to problems, and would rather turn us into what the republican party used to be than be the champion of the people.

The republican convention, on the flip side, was a complete disaster though. The republicans had a lot more energy, sometimes too much energy, with Donald Trump Jr. and his girlfriend being accused of using drugs during their extremely animated speeches. The entire affair was just one lie and strawman after another, with constant accusations that Biden is a socialist who is being controlled by Bernie (I wish), and lies about how great Trump is and how well he's handling COVID and the economy.

He's not. Trump's handling of the issues of our time has been horrible. Trump has regularly ignored the virus, ignored the scientists, and insisted it would "just go away."Well, here we are 170,000 deaths later and Trump is freaking wrong. Trump's meal ticket is the economy and he has tried to force stuff to open all year, only for it to backfire and lead to massive spikes in covid cases whenever he does. He doesn't care who dies, as long as he can come out looking like a hero in the end, and even if he created the problem in the first place. 

But at the same time, his convention was animated, and had a lot of energy and enthusiasm the democrats simply lacked. And now Biden's poll numbers are dropping in swing states. I have yet to recalculate Biden's current chances, but this goes to show that despite my 95% prediction a few weeks ago, Trump can easily win this. All Biden has to do is lose enthusiasm, and Trump to gain support, and it's over. He's releected. 

Now, some people will wonder, well, I'm voting third party, shouldn't I suck it up and vote Biden out of harm reduction? You know, I've thought a lot about this this year, especially due to COVID. I mean, most of Trump's damage has been overstated up to now but this year has been a massive disaster with the worst effects having able to been avoided. I totally get the harm reduction argument and I totally get why some may want to vote for Biden just to get this idiot out. And you know what? If you want to vote for Biden, go ahead. I see no shame in it.

As for me though? I'm still focused on the long game. Look, as I've been saying since 2016, America is heading toward a realignment. And how the next few elections go will ultimately affect the fate of the nation. As it stands, with the democrats' current strategy, they're basically trying to bring the sane parts of the GOP into the party at the left's expense. The problem with this is that if they are successful, that's your realignment. The democratic party is now a right wing party. There will be no progressive policies. No medicare for all, no basic income, no green new deal. it's neoliberal centrist capitalism from them for the next 40 years. And they have the electoral path. I talked about the whole "sun belt" strategy and think it could work. They would abandon their "blue wall" as Wisconsin, Michigan, Ohio, and perhaps even Minnesota and Pennsylvania turn red, and as the working class there is forgotten, and their future will be found in a combination of minority and white suburban moderate populations in the south and in already blue states. They will essentially trade Wisconsin, Michigan, and Pennsylvania,for Texas, Georgia, and Arizona, and in house races focus less on winning rust belt cities like where I'm from, which are economic deadzones, and more on winning places like Orange county California, as well as Dallas, Atlanta, and Phoenix suburbs. It could work, but I fear this would be devastating for the future of the country.

As for the republicans? Well, they're basically going full on fascist if Trump is any indication. They will turn to populism and empty rhetoric about the economy and jobs, but in reality be offering the same old trickle down economics. But you know what? Because people are swayed by words and enthusiasm and not policy, it will work. The democrats will regularly fall flat on their faces in off years as their gains in the sun belt revert to the republicans, while they will gain support as the far right republicans take over and screw everything up.Under this regime, the realignment is already happening. Biden and Clinton are not just the past, but the future of the democratic party, and people like Donald Trump and Ron Desantis are the future of the republican party.

This is the darkest timeline. We will be forced to choose between center right and right for the rest of our freaking lives. No progress will ever be achieved, and democrats will constantly vote out of fear against something, never for something.

To me, the prospects of this are so dismal voting green actually sounds, to me at least, like a good idea again. The only way for progressives to have a future in politics, is if they flat out abandon the democrats when they do stuff like this. If we give them a victory, even if it is a means to get Trump out, it will just legitimize them and this strategy, and nothing will ever change.

In the long term, what is the greater evil? Well, that's for you to decide. I've made it a policy of mine not to rip Biden voters too hard unless they're aggressive of belligerent. I get it. Trump is an awful president, perhaps the worst we've ever had. I totally get the harm reduction argument. But I just can't follow it. Respect me, and I'll respect you. I just can't stand by and watch as this horrible alignment becomes permanent for the next half a century.

Friday, August 14, 2020

2020 Election Predictions

So I know I haven't kept this blog up much. Just have been dealing with other things and haven't been very motivated. But I do want to start my first major forecast model for the 2020 presidential election. So, unlike what I predicted last year, Biden DID win the primary, and I would argue that while it seemed like after Nevada my own prediction would come true, the democratic party did put their fingers on the scale and Biden ended up winning after all. Thanks a lot, Jim Clyburn and Barack Obama. But that's another topic for another day. I'm here primarily to model for 2020 now that we knowthat it is Biden vs Trump and getting somewhat close to the election. Given that 538 released a model today and I've been procrastinating, I decided I should get in on this and start making my own model today. 

In 2016, my core model wasn't bad. I did not predict the rust belt swing, as it was not foretold in the polls, but I did notice in the 48 hours leading up to the election that polling swung hard for Trump at the last minute. And I ultimately gave Clinton like a 56% chance of winning and Trump a 44% chance. Yeesh. I mean, that was way too close for Clinton. She had this massive advantage in most of my forecasts, but then last minute, gone. Trump surged as the last minuters made up their minds and the energy favored Trump. I doubt that will happen this time. I mean, the way I see it, a lot of people in 2016 were voting against Hillary and the democrats, and I think this time more people are hyper focused on removing Trump no matter who we get. That said "vote blue no matter who" will dominate the energy of this election in my opinion and I'm not expecting a similar fluke to happen in favor of Trump. 

That said, I will predict the election the same way I did in 2016. To get into the data...

Aggregate polling: Biden +7.7%

 Yeesh. While Trump has a very loyal base, they are not the majority of the country. Regardless of peoples' perceptions of Biden, most people HATE Trump. I mean, between COVID, the second great depression, his authoritarian tendencies, etc., he's making enemies anywhere. Of course, you'll have around 40% of people being for Trump no matter what. You get that in almost every election. I would say Trump is screwed, but I DID live through an election recently where I said Trump was screwed then too, and things did change. So I won't be that firm on it, but I do think it's very unlikely he will win. Just my thoughts on it. Of course the electoral college is what matters. So I'm going to look at the individual states and see how he's doing there. I'll calculate rough probabilities of winning each state based on current data assuming a 4% margin of error, meaning I'm aiming to look at states within 8 points as "in play." From there I'll calculate the most likely outcome and also predict the probabilities of each candidate winning. That said...

 Safe electoral votes: Biden - 212, Trump - 115

Ouch. So Biden needs 58 electoral votes to win, and Trump needs 155. This is why I found it so unlikely Trump could win in 2016. Hillary faced similar conditions and only needed to win a handful of swing states while Trump had to sweep the board. Of course, he actually DID sweep the board, which is how he won. So it is possible for Trump to win still IF he has enough of a groundswell nationwide like he did in 2016 to win all of the swing states. Now let's see what will happen this time.

StatesWinner/MarginSD% Biden Win% Trump WinElectoral Votes if Biden WinsElectoral Votes if Trump Wins
New Hampshire
Biden +9.3%
-2.33
99.01%
0.99%216
326
Minnesota
Biden +7.0%
-1.75
95.99%
4.01%
226
322
Michigan
Biden +6.7%
-1.68
95.35%
4.65%
242
312
Wisconsin
Biden +6.5%
-1.62
94.74%
5.26%
252
296
Pennsylvania
Biden +6.4%
-1.60
94.52%
5.48%
272
286
Florida
Biden +5.0%
-1.25
89.43%
10.57%
301
266
NevadaBiden +4.0%-1.00
84.13%
15.87%
307
237
Ohio
Biden +2.3%
-0.58
71.90%
28.10%
325
231
Arizona
Biden +2.0%
-0.50
69.15%
30.85%
336
213
Maine CD2
Unknown (0.0%)
0.00
50.00%
50.00%
337
202
Nebraska CD2
Unknown (0.0%)
0.00
50.00%
50.00%
338
201
North Carolina
Trump +0.7%
+0.18
42.86%
57.14%
353
200
Georgia
Trump +1.0%
+0.25
40.13%
59.87%
369
185
Iowa
Trump 1.7%
+0.43
33.36%
66.64%
375
169
Texas
Trump +2.0%
+0.50
30.85%
69.15%
413
163
Missouri
Trump +6.4%
+1.60
5.48%
94.52%
423
125

  Yikes. First of all, my prediction as of now, 3 months out. Biden has a 95% chance of winning the election as it stands and Trump has a 5% chance. The most likely electoral college map has Biden winning 337 electoral votes and Trump 201.

If these polls are correct, this is going to be a blow out. I haven't seen a lot of deviation from this, by the way. In 2016 Hillary would suffer random dips in poll numbers at times where Trump started coming within spitting distance of winning. This is what happened leading up to the election which is why Trump won. The electoral college, as it exists, HEAVILY favors the democrats. I know the democrats have a lot of salt over 2016 and "muh popular vote", but honestly, the electoral college should theoretically ensure that a republican never wins the presidency again under the current alignment unless the democrat really screws up. Hillary really screwed up. All she needed to do was hold the rust belt on top of the states that she won. She couldn't even do that. She lost virtually all states on the chart above, only winning in Minnesota and New Hampshire. And her victories there were fairly narrow there if I recall. Trump needs to overperform polling by over 6 points nationwide to have a shot at winning. While he certainly overperformed by such a margin in some states, him doing it consistently is going to be very unlikely.

Now, do I think there is wiggle room here? Sure. But no matter how you slice it, as long as Biden holds the rust belt, New Hampshire, and Minnesota, Trump is screwed. This should be easy, but let's not hold our breath. To Trump's advantage and Biden's disadvantage, Biden does not have a very enthusiastic base. His supporters seem more brought together out of sheer hatred of Trump and wanting to get him out than love for Biden. He could overpoll on the basis of people simply not being motivated to vote for him. It happened last time. Moreover Trump seems intent on choking the post office in order to suppress the vote to reduce turnout so he can win. So could Biden's numbers be lower than what is shown? Sure. But Biden is polling so strongly his win is almost a statistically significant conclusion. On the flip side, it could work the other way. Trump has an enthusiastic base who will fall on their sword for the guy, but this isn't the majority of the country. And if a the country is motivated by hatred of Trump given his gross incompetence and malfeasance, well, Trump will lose by a landslide. Biden might even win the south. Honestly, I doubt that Biden will win Texas and Georgia, as they are always a tease for centrist democrats trying to win over alienated republican voters, but he is within striking distance. This should scare the crap out of Trump. Biden could walk away with over 400 electoral votes if he sweeps the map. Honestly, I think the numbers could change from now by up to about 4 points. I highly doubt the variance will exceed that barring major game changing events as I believe most people have already made up their minds, but honestly, that means that Biden could score anywhere from 301 to 413 electoral votes in my opinion.

I know, I know, we saw this before in 2016. I was here talking about how Trump was screwed and couldn't win and at one point I did think Clinton could walk away with 400 electoral votes too. But I highly doubt Trump can repeat 2016. He's just too hated right now, and the country is in a position they would vote for a literal crap sandwich just to get him out so we can have some sane leadership. In 2016 the democrats tried forcing said crap sandwich on us and they voted for Trump out of spite. I don't see that happening this time. Nina Turner's half a bowl of crap is starting to look too appealing for some right now. 

Anyway I might do a few more of these before the election. I definitely plan to do one on election day or the day before. They won't be as frequent as 2016 but honestly I don't expect much to change between now and November anyway. But long story short unless something changes the game significantly, Trump is screwed.