November 2019 update: 2020 Democratic presidential nomination and general election polling

With the fifth Democratic presidential nomination debate set for November 20, 2019 in Atlanta, Georgia, here is an updated assessment of the relative position of the now-18 (19?) declared candidates. Since the previous update, United States House of Representatives Member (“Representative”) Tim Ryan of Ohio exited the race on October 24, followed by former Texas Representative Beto O’Rourke on November 1. The nine candidates who have abandoned their quest to be the 2020 Democratic presidential nominee each exited with grace, class and dignity; I commend them for it.

However, rather than shrink the field to 17 announced Democratic candidates, former Massachusetts Governor Deval Patrick entered the race on November 14, while others such as former New York City Mayor Michael Bloomberg are strongly considering a bid—with Bloomberg even placing his name on the 2020 Democratic primary ballot in Arkansas. For this update, though, I exclude them from Table 1; the few recent polls listing Bloomberg show him registering between 0 and 3%, while no poll has included Patrick since he earned 1% in a McLaughlin & Associates national poll conducted February 6-10, 2019.

To learn how I calculate the value I assign to each candidate, NSW-WAPA (national-and-state-weighted weighted-adjusted polling average), please see here;[1] for recent modifications, please see here.

And, of course, here is the November 2019 lighthouse photograph in my Down East 2019 Maine Lighthouses wall calendar.

Nov 2019 lighthouse.JPG

**********

Table 1 below aggregates data from all national and state-level polls publicly released since January 1, 2019 (as of 11:39 pm on November 15, 2019), including:

  • 246 national polls (including 45 weekly Morning Consult tracking polls)
  • 34 Iowa caucuses polls
  • 34 New Hampshire primary polls
  • 11 Nevada caucuses polls
  • 28 South Carolina primary polls
  • 65 Super Tuesday polls[2]
  • 70 polls from 19 other states.[3]

There are now 488 total polls, up from 414 last month.

Table 1: National-and-state-weighted WAPA for declared 2020 Democratic presidential nomination candidates

Candidate National IA NH NV SC Post-SC NSW-WAPA
Biden 28.5 20.4 22.5 26.8 36.6 27.4 26.2
Warren 16.4 18.9 18.2 18.6 12.6 18.8 17.3
Sanders 16.3 15.0 17.4 18.8 11.7 16.3 15.8
Buttigieg 5.6 13.7 9.0 5.8 4.0 6.0 8.1
Harris 7.3 6.0 6.3 5.6 7.4 7.1 6.4
Booker 2.2 2.0 1.8 1.5 3.0 1.5 2.0
Yang 1.8 1.9 2.2 2.8 1.2 1.4 2.0
Klobuchar 1.3 3.4 1.9 1.2 0.9 1.3 1.8
Gabbard 0.9 1.5 2.4 1.2 0.7 0.9 1.4
Steyer 0.4 0.03 1.1 3.2 2.2 0.3 1.3
Castro 0.9 0.6 0.2 1.0 0.3 1.1 0.57
Delaney 0.3 0.5 0.5 0.00 0.3 0.2 0.33
Bennet 0.3 0.3 0.2 0.4 0.3 0.3 0.31
Williamson 0.3 0.1 0.3 0.4 0.4 0.2 0.29
Bullock 0.2 0.6 0.00 0.2 0.2 0.1 0.24
Sestak 0.02 0.02 0.05 0.1 0.03 0.1 0.04
Messam 0.00 0.00 0.02 0.00 0.00 0.05 0.01
DK/Other 12.9 12.7 12.5 10.5 15.8 12.0 13.4

The race continues to follow the same storylines. Former Vice President Joe Biden remains the nominal frontrunner (26.2, down from 27.2), primarily because of his 24.0-percentage-point (“point”) lead in South Carolina, itself down from 25.2 last month. However, he is less strong in Iowa, New Hampshire and (to a lesser extent) Nevada, where the two candidates battling for second place—Massachusetts United States Senator (“Senator”) Elizabeth Warren (17.3, up from 16.5) and Vermont Senator Bernie Sanders (15.8, down from 16.1)—are closer to first place. And this more-inclusive version of NSW-WAPA overstates the gap between Biden and Warren; only examining polls conducted entirely after June 26, 2019, when the first round of Democratic presidential debates ended, Biden drops to 24.9 and Warren rises to 18.9; Sanders is at 15.4.

Rounding out the top five, overall and in the four earliest states, are South Bend, Indiana Mayor Pete Buttigieg (8.1—down from 7.1) and California Senator Kamala Harris (6.4—down from 7.6); Buttigieg surged passed a fading Harris (down 2.9 in two months), particularly in Iowa and New Hampshire, where a top three finish in one or both states appears increasingly plausible. These five candidates account for three-quarters (73.9%, down from 74.6%) of declared Democratic voter preferences.

In the next tier are five candidates with NSW-WAPA between 1.3 and 2.1 who could yet rise into the top five: New Jersey Senator Cory Booker, entrepreneur Andrew Yang and Minnesota Senator Amy Klobuchar—essentially tied for 6th place—followed by Hawaii Representative Tulsi Gabbard and billionaire activist Tom Steyer. Other than Booker, these candidates rose in the last month, particularly in the early contests. Moreover, using post-first-debate polls only puts a little more distance between Yang (2.1) and Booker, Klobuchar, Gabbard and Steyer, tightly bunched between 1.6 and 1.8.

These 10 candidates—all of whom will be on the debate stage Wednesday night—total 82.5% of declared Democratic voter preferences. Of them, six—Biden, Warren, Sanders, Harris, Buttigieg, Klobuchar—have thus far met the criteria for the sixth Democratic presidential nomination debate in Los Angeles, California on December 19, though Yang and Gabbard are close; not appearing on the debate stage for the first time, meanwhile, is former Secretary of Housing and Urban Development Julián Castro, who remains mired around 0.6.

The remaining six candidates and Castro divide just 1.9 between them; as none is remotely close to making the December 2019 debate(s), I expect them to end their campaigns by the end of 2019.

Speaking of the debates, 10 different pollsters—nine nationally[4] and one in Iowa[5]–conducted polls of the 2020 Democratic presidential nomination both before (but after the September 2019 debate) and after the October 2019 debate. Simple average differences in polling percentage (Iowa poll results weighted five times national results) show measurable gains for Buttigieg (+3.5 points), Sanders (+2.3) and Klobuchar (+0.9), as well as measurable declines for Yang (-0.6), Don’t Know/Other (-0.9), Harris (-1.0) and Biden (-2.1). Adjustment for pollster quality and the number of days between polls made no appreciable difference. These shifts are reflected in the changes in NSW-WAPA detailed above for each candidate except Sanders and Yang; the latter discrepancy may be due to the preponderance of low-weighted national polls in this calculation.

**********

Less than two weeks ago, I took a deeper dive into hypothetical match-ups between the declared Democratic nomination candidates and Trump—assuming he is the 2020 Republican presidential nominee, as well as post-mortem on recent gubernatorial elections in Kentucky and Mississippi. Rather than repeat myself, however, I offer a few quick updates and a final look at the Louisiana gubernatorial runoff election to be held November 16 between incumbent Democratic Governor John Bel Edwards and Republican businessman Eddie Rispone.

Kentucky and Mississippi. After the November 5 elections, I discovered a final poll[6] of the Kentucky governor’s race which gave incumbent Republican Governor Matt Bevin a six-point lead over Democratic Attorney General Andy Beshear. Adding this poll dropped the “projected” margin to 4.0 points With Bevin conceding the race on November 14, Beshear actually won by 0.4 points, for a 3.6-point Republican “bias” in the results.

In Mississippi, meanwhile, Republican Lieutenant Governor Tate Reeves beat Democratic Attorney General Jim Hood by 5.5 points, while my final “projection” was Reeves by 3.0 point, for a 2.5-point Republican bias. The average bias was 3.0 points in favor of the Republicans even though I “called” both races correctly.

Louisiana. Based upon 18 polls with an average Democratic “bias” of 0.1 points and B-/C+ rating, my “projection” is that Bel Edwards will beat Rispone by 4.7 points. However, I note two caveats. One is that 3.0 pro-Republican bias in two other southern states, implying a narrower Bel Edwards victory of 1.7 points. The other caveat is that when only the nine polls conducted after the October 12 “jungle primary” are examined (averages: R+0.4; B-/C+), Bel Edwards’ lead drops to 2.2. In other words, while a narrow Bel Edwards victory—say 2.0 points—is the likeliest outcome, anything from an extremely narrow Rispone win to a mid-single-digits Bel Edwards victory is plausible.

Notably though, even if Rispone wins by one point, Democrats will still have outperformed their “fundamentals”—how a generic Democrat would fare against a generic Republican given a state’s partisan lean, national partisan environment and incumbency—by an average of 16.3 points in three strongly Republican southern states just one year before the 2020 elections.

[Update, 1:00 am, November 17: John Bel Edwards was reelected by 2.6 points. With one last Trafalgar Group poll conducted November 13-15, the final “projected” margin was Bel Edwards by 4.5 points, a miss in the Republican direction of 1.9 points. On average, in the 2019 gubernatorial races in Kentucky, Louisiana, Mississippi, the final “projected” margin missed by 2.7 points in the direction of the Republicans, though all three elections were “called” correctly–and Democrats net one governor’s mansion. Also, the three Democratic gubernatorial nominees outperformed their “fundamentals” by an average of 17.5 points, which is extraordinary.]

Democrats vs. Trump. No sooner had I completed my most recent calculations than FiveThirtyEight.com updated its pollster letter grades and average partisan skew, analogous to the “bias” calculations I performed above. While the changes did not materially affect the Democratic nomination standings, they did have a slightly pro-Republican effect on general election polls.

Still, Biden would beat Trump nationally by 8.1 points, Warren by 3.5 points, Sanders by 5.2 points and Harris by 1.6 points, while Buttigieg would essentially tie Trump and Booker would lose by 0.7 points; Bloomberg, based on three polls, would win by 1.9 points. The other 11 candidates for whom I have match-up data would lose by between 5.2 and 12.7 points, although these numbers are misleading, as they are primarily based upon data from pollster Harris X, who tend not to push undecided voters to choose, making for unusual polling margins.

Weighted by a rough estimate of the likelihood of being the nominee (NSW-WAPA/.843), the 2020 Democratic nominee would beat Trump by 3.6 points. This is broadly in line with the median Democratic presidential margin (+3.0) in the previous six presidential elections, which include three elections with an incumbent seeking reelection and three elections with no incumbent. However, once you exclude Biden and Sanders, the margin decreases to 0.3 points, with the caveat fom the preceding paragraph.

Examining available state-level results,[7] which actually decide presidential elections via the Electoral College, then comparing to my partisan-lean measure 3W-RDM implies Democrats would win the national popular vote by between 3.6 (excluding Biden and Sanders) and 5.8 points, substantially higher than national polls suggest. Most encouraging to Democrats should be polls from North Carolina (R+6.0), Georgia (R+9.6), Arizona (R+9.7) and Texas (R+15.3), which show Democrats either barely ahead (Georgia) or within three points of Trump; on average, they imply a national Democratic lead of 8-9 points, confirming strong opportunities for Democrats in the southeast and southwest.

By contrast, however, a handful of polls from Democratic-leaning Nevada (D+2.0) who Democrats barely winning the state while implying Democrats would lose nationwide by between 1.4 and 3.8 points. And while Democrats are 4.0-7.5 points ahead in the swing state of Michigan, which Trump won by 0.16 points in 2016, their position is…wobbly…in Florida (R+3.4), Pennsylvania (R+0.4) and Wisconsin (D+0.7), all of which Trump won narrowly in 2016.

Still, at this very early point in the 2020 electoral cycle, the fact that Democrats are far more competitive in Republican-leaning states, albeit slightly behind, than Republicans are in Democratic-leaning states should encourage Democrats.

Until next time…

[1] Essentially, polls are weighted within nation/state by days to nominating contest and pollster quality to form a area-specific average, then a weighted average is taken across Iowa (weight=5), New Hampshire (5), Nevada (4), South Carolina (4), time-weighted average of subsequent contests (2) and nationwide (1). Within subsequent contests, I weight the 10 March 3, 2020 “Super Tuesday” states (Alabama, California, Colorado, Massachusetts, Minnesota, North Carolina, Oklahoma, Tennessee, Texas, Virginia) twice subsequent contests. As of this writing, I have at least one poll from (in chronological order) Maine, Michigan, Mississippi, Missouri, Ohio, Washington, Arizona, Florida, Illinois, Georgia, Wisconsin, Maryland, New York, Pennsylvania, Indiana, Oregon and New Jersey.

[2] Primarily California (25). Texas (17) and North Carolina (8)

[3] Primarily Florida (12), Wisconsin (11), Pennsylvania (9) and Michigan (8)—not coincidentally, the four states President Donald J. Trump won in 2016 by the narrowest margins.

[4] Morning Consult Tracking, Harris X Tracking (Likely Voters), Fox News, YouGov, Emerson College, Quinnipiac University, Ipsos, Monmouth University, NBC News/Wall Street Journal

[5] Civiqs

[6] Trafalgar Group, October 29-November 1, 2019

[7] From 27 states: Pennsylvania, New Hampshire, Wisconsin, Michigan, North Carolina, Texas, Iowa, Arizona, South Carolina, Minnesota, Nevada, Massachusetts, Florida, New York, Kentucky, Maine, Ohio, North Dakota, California, Alaska, Washington, Colorado, Missouri, Utah, Virginia, Montana, Connecticut, Georgia.

Four stories and 12 years ago…

I have been deeply immersed in preparing final first drafts (how is that for an oxymoron?) of early chapters of the book I am writing, whose new tentative title is Interrogating Memory: Film Noir Spurs a Deep Dive into My Family’s History…and My Own. We have also been preoccupied with various illnesses, injuries and anniversaries. Not to mention following the twists and turns of the impeachment saga.

With all that, however, I have not forgotten about this site. I have been meticulously compiling polling for the next 2020 Democratic nomination and presidential election updates, as well as this year’s three governor’s races.

And life has thrown a handful of interesting curveballs our way.

***********

Sunday, October 6, 2019 was Nell’s and my 12th wedding anniversary.

Rather than go out to celebrate, we chose to stay home and order food from our favorite local pizza joint. Three of our orders—and both orders of French fries—were perfect; only Nell’s was thoroughly botched, somewhat dampening the otherwise celebratory mood.

But that is beside the point.

As a gift on my first birthday as a married man, my mother-in-law gave me—after strong hinting from Nell—this high-quality Swiss Army knife with my surname engraved on the primary blade. Ever since then, it always goes into my front left pocket when I leave the apartment. This has proven troublesome on a few occasions, as it was nearly confiscated by a TAA worker at Logan Airport as well as on my recent trip to Philadelphia.

Swiss army knife.JPG

Swiss army knife--open.JPG

Along with my wedding band, in other words, it is one of my most-prized possessions.  In a recent post, I told the story of how I lost my wedding band in the spring of 2011, only to have it miraculously recovered a few weeks later. Well, with all due respect to the excellent and criminally-underrated Split Enz, history does sometimes repeat.

On the Thursday night before our recent wedding anniversary, I used the primary blade on my Swiss Army knife to puncture holes in a seemingly-endless set of air bags used for packing boxes from Amazon, so I could flatten them prior to recycling them. I also broke up a handful of cardboard boxes, threw them into the back of Nell’s car—along with our golden retriever Ruby, who was due for a “’venture”—and took them to a nearby giant metal recycling bin; given the tandem nature of our residential parking, it was easier to take her car. After recycling the cardboard, I filled up Nell’s gas tank then took Ruby to a nearby park for a quick play.

I mean, who could resist this?

Ruby on blue sofa.JPG

To be clear, speaking to pet dogs in a form of baby talk stems from my mother, who invented an entire language for our pet Keeshond Luvey (so named because “he loves everybody!”): chicken became “cluckies,” a favorite game was “sockie ballies,” and so forth. Given that history, my calling an adventure a “’venture” is perfectly understandable.

Meanwhile, eureka!

Luvey on Sue Ellen Drive 1974

Look carefully at the photograph of Luvey and me in my parents’ bedroom in the Havertown, PA house in which I lived until I was 10 years old. Well, forget that the big stuffed blue bear I am snuggling belies the story I have long told that my allergies were so bad as a young child I lost all my stuffed animals; I will interrogate that memory some other time.

On the floor just to the left of the white two-drawered bureau is a blue spherical object which looks like an old-fashioned portable hair dryer, like the one that features so prominently in the house fire I first interrogated here.

But that poses a bit of a puzzle (yes, I am in the middle a story about my Swiss Army knife…just bear with me). Luvey was born on December 17, 1972, and we brought her home about two weeks later, when he was nothing but a small black ball of fur with a pink tongue. My house fire almost certainly took place in March or April 1973. If that is indeed THE portable hair dryer, Luvey would be at most four months old in this photograph. Could he really have grown that much that quickly? While it is certainly possible, it is also possible—maybe even more likely—that this photograph was taken shortly after the fire, and what is pictured is a replacement for the portable hair dryer destroyed in the fire—now stored safely upstairs. The Polaroid photograph itself is undated, other than the cardstock on which it was printed having the date “4/72.”

As the fictionalized King of Siam would say, “Is a puzzlement.”

Returning to my beloved Swiss Army knife, I am reminded of an incident that took place on an earlier wedding anniversary. Nell and I were then extremely fond of an upscale Italian restaurant in Newton Centre called Appetito, which closed in March 2014. In fact, we had one of the most important early conversations of our relationship at its bar.

On this particular anniversary, most likely in 2013, given the state of decline then apparent in the restaurant (nearly every customer was using a Groupon), our waitress was particularly flirtatious—and to my regret and shame, I playied along, cracking jokes about knives. At one point, I went to the bathroom. Just outside the door, our waitress stopped me, wanting to hold my Swiss Army knife, in lieu of my earlier “jokes.” I gave it to her, thinking nothing of it…OK, I was flattered by the attention.

I know, I know, it was my wedding anniversary.

While I was in the bathroom, in full view of Nell, our waitress pulled out every gizmo on the Swiss Army knife in a way that could be described as “provocative.” Needless to say, Nell was NOT happy with either of us, though I (deservedly) bore the brunt of her displeasure.

Hmm, I had intended that to be a funny anecdote, not a “husbands behaving poorly” confession. At times, I think these posts write themselves.

Moving right along, we return to last Thursday night, when I distinctly last remembered using my Swiss Army knife. The following night, there were yet more cardboard boxes to recycle, so once again Ruby and I had a ‘venture. We did not stay at the park nearly as long as we had the night before, however, in part because in the darkness I slipped on some small apples that had fallen from a tree near where I parked, whacking my left knee a bit.

Returning home a few minutes later, I removed all of the accessories (wallet, keys, pen, etc.) from my pockets into the wooden tray I keep in my office to hold those items.

Umm, where is my Swiss Army knife?

I checked every pocket of my jacket and jeans to no avail.

The first thing I thought was that it seemed as though when I had put things INTO my pockets, something had been missing. So that became my starting point: somehow it had gotten misplaced between Thursday night and Friday night.

Acting on that thought, I quickly searched all of the surfaces near where I had used my Swiss Army knife, thinking I had closed it up, put it down then forgotten to put it back in my office. That is very unlike me, but I was also wicked tired that night, so anything was possible.

Perhaps Nell had borrowed it during the day and simply forgotten to return it? Or one of our daughters? The answer to both questions, I learned on Saturday, was an emphatic “No!”

Thus commenced an epic search of the apartment, including my going through every single item in the large blue wheeled recycling bin in our backyard, thinking I had somehow tossed it in there with other recycling Thursday night. I even went through the adjacent trash barrel, as well as Nell’s car, on the off chance I had put in on the seat next to me or it had gotten mixed up with the broken-down cardboard boxes.

It was not in any of those places.

That evening, our daughters, a friend of our eldest daughter and I walked down to our favorite local restaurant, Zaftigs, for supper. Our route took us past the large metal recycling bin I had visited the previous two evenings, so I scoured the ground around it; it was not there either.

Finally, just after Nell went to bed, I had all but decided it had somehow gotten thrown into the large metal recycling bin with the cardboard when I remembered slipping on the apples at the park the previous night.

Well, it is worth a shot, I thought. And for the third night in a row, Ruby and I drove to the park. Using the flashlight on my iPhone, I scanned the ground where I had had my pratfall. Within seconds, a red metallic object caught my eye.

I am not ashamed to say I actually kissed my Swiss Army knife after picking it up from the dewy grass.

Nell was asleep when I get home, though the next day, after she heard the full story, she said that for that I could have woken her up.

Good to know.

**********

In this post, I took an early look at four elections, one of which was the 2019 Louisiana gubernatorial election. The “jungle primary” featuring every announced candidate, regardless of political party, will be held on Saturday, October 12. If no candidate wins an outright majority of the vote, a runoff election between the top two contenders will be held on November 16.

With 18 polls released since January 1, 2019 to analyze—11 since September 1, including five from Republican-leaning JMC Analytics (rated C+ by FiveThirtyEight), four from Democratic-leaning Remington Research Group (C) and three from unbiased Market Research Insight (B+), there are two questions to ask.

  1. Will Democratic incumbent John Bel Edwards, who has an average lead of 23.2 percentage points (“points”) over his two primary Republican rivals, secure more than 50% of the vote on Saturday, avoiding a runoff?
  2. If he does not, will he face United States House of Representatives (“Representative”) member Ralph Abraham or businessman Eddie Rispone?

As of early on the morning of October 10, Bel Edwards averages (weighted by pollster quality and time to election) 46.6% of the vote, well ahead of Abraham’s 21.5% and Rispone’s 17.9%; three additional candidates included in some polls total 2.9% of the vote,[1] leaving 11.0% undecided. Bel Edwards is tantalizingly close to 50%; assuming these averages are accurate and every undecided voter actually casts a vote, he would need to win just 31.9% of that vote to win an outright majority on Saturday. This is certainly possible, though I would not bet on it; never mind that I do not ever gamble.

That brings us to the question of whom Bel Edwards would face in a runoff. In early September, the weighted-adjusted averages were Bel Edwards 46.5%, Abraham 24.9% and Rispone 10.3%. While Bel Edwards’ position has not materially changed, Rispone has surged 7.6 points, both at the expense of Abraham, down 3.4 points, and by picking up support from some undecided voters. It is now effectively a toss-up between the two Republicans, although Rispone has finished ahead of Abraham in six of the last eight polls.

Either way, however, I estimate Bel Edwards has roughly a 92% chance of winning the runoff, and by around eight or nine points.

**********

For the last 69 days, ever since a string of mass shootings in late July and early August left 34 people dead, I have written a daily tweet which begins “Day XX mourning/decrying/bemoaning XXX mass shooting deaths in US in 2019.” The tweet always includes a call to repeal Amendment II to the Constitution of the United States, about which I first wrote in October 2017, and the hashtag #Repeal2A. To read those tweets, I invite you to follow me at @drnoir33.

While my tweets have clearly not effected any policy changes, I at least continue to call attention to the unaddressed scourge of gun violence in this country, to the point where a candidate for president of the United States could have this harrowing moment on a late night talk show. I have also had some fascinating, umm, conversations with gun enthusiasts, mostly some radical libertarians, while finding common cause with some extraordinary allies.

But what really made me realize how far this nation has come (not in a good way)—and because on this site EVERYTHING ultimately connects—was a seemingly unrelated event.

As I am naturally predisposed toward being a night owl, and because I do my best work after 11 pm, when the apartment becomes wonderfully dark and quiet, I tend to go to sleep well past 3 am, waking in the early afternoon. Indeed, the running joke now is “Daddy has finished breakfast so it must almost be time for Ruby’s supper!”

To wind down in those wee small hours after I turn off my computer, I like to watch selected YouTube videos on our living room television. I am especially drawn to videos produced by WhatCulture, Polyphonic, CineFix, WatchMojo and anything relating to the utterly brilliant third season of Twin Peaks.

A week or so ago, somewhat at random, a video of performances by stand-up comedian Emo Philips on Late Night with David Letterman appeared. I had quite liked the quirky cerebral Phillips 30 or so years ago but had lost track of him since. Intrigued, I began to watch; eventually I watched this 1987 special in its entirety. Another 1987 special, filmed in Washington DC, saw Phillips open his set by observing Joe Biden had just dropped out of the race for the 1988 Democratic presidential nomination.

What is old is new again?

But the bit that really stuck out was this oft-repeated line: “I go the playground often to watch the little kids jump up and down and scream, because they don’t know I’m using blanks,” delivered in what could be described as a deadpan nasal falsetto.

Dang, I thought, nobody could get way with a joke like that today. And the only reason it was even remotely funny in the mid-1980s is because of how unthinkable such an action was.

Yes, it is time to repeal Amendment II.

**********

My birthday was September 30 and, not unlike Nell’s and my wedding anniversary, the day did not go precisely according to plan. Still, I received a generous Amazon gift card from a close friend; we routinely exchange such cards on our respective birthdays.

With it, I purchased a DVD copy of one of my all-time favorite “guilty pleasure” films, The Shadow, the 1994 film starring Alec Baldwin as the titular character. And I promptly decided that I wanted to be his version of the character—dressed all in black with a red scarf covering most of his face—for Halloween this year.

When I shared this notion with my psychotherapist, I had a mild epiphany. One of the issues we routinely discuss is the sense that nobody really listens to me, no matter how “right” I am. (And, yes, I appreciate the irony of making that statement on a blog, where by definition you are listening to me, a fact for which I am very grateful.)

Huh, I said, so for Halloween I choose to be a person that literally nobody can see, only hear. That is very telling.

Here is the thing, however.

For weeks, I have been telling Nell how there was only one thing I want for my birthday. Really and truly, I only want this one thing. I wanted it because my previous version of it had finally ceased to function, which it made it hard to follow up on those wonderful Polyphonic videos.

To her eternal credit, Nell, my brilliant, beautiful, loving and supportive wife of 12 years, listened to me, because this is what I saw when I came downstairs for the first time on September 30:

New keyboard.JPG

OK, OK, it was actually still in its box, covered in birthday cards and ribbons, along with three bags of mini Three Musketeers bars, which I had been craving the past few days for some reason.

But who wants to see a photograph of a box?

This may finally have supplanted my Swiss Army knife as BEST BIRTHDAY PRESENT EVER!, though it is very close.

Until next time…

[1] I assign them “0” if excluded.

A post-Labor-Day look at 2019 elections for U.S. House and governor

In May, I took a “wicked early” look at, among other elections, the three gubernatorial elections to be held on November 5, 2019 in Kentucky, Louisiana and Mississippi. I also updated my estimated effects of incumbency for Democratic and Republican United States Senators (“Senators”) and governors.

Having passed Labor Day, the traditional start of the fall campaign season, I want to take a closer look at those three 2019 gubernatorial elections, as well as a “do-over” election for the United States House of Representatives (“House”) to be held in North Carolina’s 9th Congressional District (“CD”) on September 10, 2019[1].

Specifically, I want to add available public polling to the fundamentals of each election: a baseline estimate of the outcome of an election. I calculate an election’s fundamentals by summing three values:

  1. State partisan lean, measured by my 3W-RDM[2],
  2. Incumbency advantage, which I estimate to be 5.7 percentage points (“points”) for incumbent Democratic governors and 8.5 points for incumbent Republican incumbent governors, and
  3. National partisan lean, measured by the “generic ballot” question for the House[3]. As of the evening of September 5, 2019, FiveThirtyEight gave Democrats a 6.5-point edge on this measure.

Before I discuss the individual races, however, just bear with me while I discuss my new approach to converting fundamentals and polling averages into probabilities, as well as the weights I now use to combine those two values into a single “projection” and probability of victory.

Probability. When I calculated updated advantages for Senators and governor, I used the simple arithmetic difference between the “expected” result (fundamentals-only) and the actual results. This means I have an “error” distribution for 106 gubernatorial elections going back to 2011. These errors are roughly normally distributed, with a mean of 0.6 points and a very high standard deviation of 17.5 points, suggesting inordinate uncertainty in my fundamentals estimates.

Still, using the properties of the normal distribution, I can estimate the probability a given estimate of fundamentals equates to a Democratic win (i.e., Democratic margin > 0).

Similarly, I can generate the probability a WAPA equates to a Democratic win using the formula

Standard deviation = square root of ((D average*R average)/total number polled),

using the simple polling averages for the Democratic and Republican candidates. Technically, this is calculating the margin of error (without multiplying by a “z-score” to get, say, a 95% confidence level), but with an assumed normal distribution it is the functional equivalent of a standard deviation.

Time weighting. This close to election day, polling averages should be given more weight than fundamentals, and that weight should increase daily. Since my polling data for these races begins on January 1, 2019, I used the number of days between that day and November 5, 2019[4]—308—as the denominator for my weight. The numerator is the number of days between January 1, 2019 and the closing field date of the most recent poll of that election. That ratio is the weight given to WAPA, with one minus that weight applied to the fundamentals.

For example, the most recent poll of the Kentucky gubernatorial election was in the field from August 19 to August 22, 2019. It is 233 days from January 1 to August 22 this year; dividing 233 by 308 yields 0.754. Thus, as of now, I weight WAPA in Kentucky 0.754 and fundamentals 0.246. The other two gubernatorial elections have similar 3-1 ratios of polling to fundamentals, which seems right.

**********

Let us begin the election in North Carolina’s 9th House CD. In the 2018 midterm election, Republican Mark Harris, a conservative pastor, appeared to defeat Democrat Dan McCready, an entrepreneur and former Marine Corps captain, by just 905 votes (0.4%). However, once substantial evidence emerged of ballot tampering by a Republican operative named Leslie McCrae Dowless, the state election board refused to certify the election results. Instead, they called for a new election—including new primaries to select each party’s nominees. While McCready ran unopposed, Republicans chose State Senator Dan Bishop in a July 9 runoff election.

According to the Cook Political Report, this CD leans 8.0 points more Republican than the nation. With no incumbent running, the fundamentals suggest a generic Republican would beat a generic Democrat by 1.5 points.

However, examination of available public polling[5]–adjusted for mean partisan bias and pollster quality, as well as time to election (what I call “WAPA”: weighted-adjusted polling average)—suggests McCready is ahead by 0.5 points. That lead increases to nearly two points in the two most recent polls, both taken in late August. Take this WAPA with multiple grains of salt, however, as the average pollster rating is just C+.

Still, the time-weighed polling and fundamentals by time, gives you an aggregate of D+0.3, making this race a true toss-up, and likely within recount territory. But any outcome between D+2 and R+2 is extremely plausible…and that includes R+0.4; it would be a beautiful bit of irony if Bishop wins by the same 0.4 points Harris led by on election day 2018.

**********

That Democrats are reasonably competitive in all three gubernatorial elections this fall is extraordinary given they average 23.1 points more Republican than the nation (Table 1). A word of caution, however: the available public polling in these races ranges from an average of C+ (Mississippi) to B/B- (Kentucky).

Table 1. 2019 Gubernatorial elections

Incumbent Party State 3W-RDM Fund WAPA Comb Prob D win
John Bel Edwards D LA R+22.2 R+10.0 D+9.1 D+3.8 79.5%
Open seat R MS R+18.5 R+12.0 R+4.0 R+6.1 6.9%
Matt Bevin R KY R+28.7 R+30.7 D+4.7 R+4.0 76.5%

The likeliest Democratic win is in Louisiana, where Democratic incumbent John Bel Edwards remains fairly popular (favorable 47%, unfavorable 33% in the most recent Morning Consult polling). This is remarkable in a heavily Republican state; even as an incumbent in a strongly-Democratic year, he would still be expected to lose by about 10 points to a generic Republican (though that would still give him about a 30% chance based on recent electoral history).

John_Bel_Edwards

Photograph of John Bel Edwards from here

Louisiana will actually hold a “jungle primary” on October 12 in which every declared candidate will run regardless of party affiliation. If no candidate captures more than 50% of the vote, the top two vote-getters will face off in a runoff election on November 16. The available polling[6] shows Bel Edwards far ahead of his two primary Republican challengers, House Member Ralph Abraham and businessman Eddie Rispone. WAPA values across the available public polls shows Bel Edwards at 46.5%, Abraham at 24.9% and Rispone at 10.3%, with the remaining 18.3% scattered among a handful of other candidates and undecided. Bel Edwards could well fall shy of a majority on October 12.

His likeliest opponent appears to be Abraham, though he recently stirred up some self-inflicted controversy. Head-to-head matchups suggest Bel Edwards would defeat him by about 7 points. Similar polls suggest Bel Edwards would defeat Rispone by about 16 points. If we assume Abraham would be roughly a 5:2 favorite to be Bel Edwards’ runoff opponent, the weighted average is a Bel Edwards win by about nine points. Overall, Bel Edwards is about a 4:1 favorite to win reelection.

At the other end of the popularity spectrum, meanwhile, is Republican governor Matt Bevin of Kentucky, the least popular governor in the country (if you subtract his unfavorable rating of 56% from his favorable rating of 32%). In fact, the incumbent Bevin only defeated State House member Robert Goforth in the May 21 primary 52-39%. Still, even with a -24-point differential in favorability and a divided party, Kentucky is such a Republican-leaning state that the fundamentals have Bevin beating a generic Democrat by a whopping 30.7 points. That generic Democrat would have only about a 4% chance of winning, based on recent electoral history.

However, in a closely-fought primary, Kentucky Democrats nominated state Attorney General Andy Beshear, whose father Steve was governor of Kentucky (as a Democrat) from 2008-2016. And Beshear’s name may be just enough to defeat Bevin, even in the 7th most Republican state in the country. The Democrat leads by 4.7 points in the WAPA, which would make him essentially a shoo-in to win; this value is derived from only three publicly-available (two with a strong Democratic lean) polls, though[7].

BeshearAndy_320

Photograph of Andy Beshear from here.

The time-weighted average of fundamentals and WAPA is Bevin+4.0, reflecting the enormous disparity between the two. Still, with WAPA weighted 3-1 over fundamentals, Beshear would seem to be about a 3:1 favorite.

I remain skeptical, though, and consider this race essentially a toss-up (maybe even a slight advantage for Bevin) until I see more and higher-quality polling.

As for the open seat in Mississippi, where Republican Governor Phil Bryant is not seeking reelection, the fundamentals have a generic Republican defeating a generic Democrat by 12.0 points, giving that Democrat about a 1-in-4 chance of winning based on recent electoral history.

On August 6, Democrats nominated state Attorney General Jim Hood, who easily defeated seven other candidates, while Republicans nominated Lieutenant Governor Tate Reeves, who edged state Supreme Court Chief Justice William Waller in a controversial August 27 runoff election. In fact, following filmed instances of electronic voting machines switching Waller votes to Reeves, Waller refuses to endorse his party’s gubernatorial nominee.

Unlike in Kentucky and Louisiana, though, the few publicly-available Mississippi polls[8] are broadly in line with the fundamentals; the WAPA is Reeves+4.0, making him a near-certain victor. In fact, if you remove two Democratic-leaning Hickman Analytics polls, Reeves’ lead over Hood jumps to about 10 points. The time-weighted average has Reeves up about six points, with a roughly 93% chance of victory.

In sum, then, the good news for Democrats in these three races—in heavily Republican southern states—is that they are unlikely to lose any ground in governor’s mansions overall (they now trail Republicans 23-27), and could even net one new seat in Kentucky, of all places.

Until next time…

[1] There will also be a special election in North Carolina’s 3rd CD that day, to fill the seat vacated when GOP House Member Walter Jones died on February 13, but Republican Greg Murphy is heavily favored to win that seat over Democrat Allen Thomas.

[2] Essentially, how much more or less Democratic a state’s presidential voting has been relative to the nation as a whole over the last three presidential elections.

[3] If the election for were held today, would you vote for the Democratic candidate, the Republican candidate, or some other candidate?”

[4] November 16 for Louisiana

[5] RRH Elections, 8/26-8/28/2019, 500 LV: Harper Polling/Clarity Campaign Labs, 8/26-8/28/2019, 551 RV; Anzalone Liszt Grove Research, 7/15-7/18/2019, 450 RV; Atlantic Media and Research, 5/20-5/30/2019, 358 RV; JMC Enterprises, 5/21-5/24/2019, 350 RV

[6] Market Research Insight 8/13-8/16/2019, 4/9-4/11/2019, 600 LV; Multi-Quest International, 7/19-7/21/2019, 601 RV; Remington Research Group, 6/1-6/2/2019 (1,471 LV), 3/13-3/14/2019 (1,484 LV); JMC Enterprises, 4/25-4/29/2019, 650 LV; LJR Custom Strategies, 1/14-1/17/2019, 600 LV

[7] Garin-Hart-Yang Research Group, 8/19-8/22/2019, 501 LV; Clarity Campaign Labs, 8/12-8/13/2019, 792 LV; Gravis Marketing, 6/11-6/12/2019, 741 LV

[8] Hickman Analytics, 8/11-8/15/2019 (600 LV), 5/5-5/9/2019 (604 LV); Survey Monkey, 7/2-7/16/2019, 1.042 RV; Impact Management Group, 6/10-6/14/2019, 610 LV; Mason-Dixon Polling & Research, Inc., 1/30-2/1/2019, 625 RV; OnMessage Inc., 1/28-1/30/2019, 600 LV