Dan Guild

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Iowa caucus expectations games

Presidential candidate Nikki Haley speaks at the Des Moines Register Soapbox at the Iowa State Fair on August 12, 2023. Photo by Juli Hansen, available via Shutterstock.

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

From an article I wrote for Bleeding Heartland four years ago: “Of all the Alice-through-the-looking-glass parts of the American political system, the one I have been completely unable to explain to foreigners are expectations and the Iowa caucuses.”

It usually goes something like this:

Sane person from another country: “Candidate X won”

Pundit: “Well, not really”

Sane person from another country: “But they got more votes”

Pundit: “But they were expected to win by 10 and they only won by 3, so they lost”

Sane person from another country: “That makes no sense. So who won? The person who came in second?”

Pundit person: “No, they got about what they expected. No, the clear winner is the candidate who finished third. There is no doubt they won.”

This Catch-22 aspect of primaries is absurd. But make no mistake: it matters, a lot.

In 2020 I developed a model to predict the effect of the Iowa caucuses on New Hampshire and national polling. A lot of that discussion focused on what happens when front-runners lose. But Trump will not lose tonight.

This chart shows the history.

I want to highlight two numbers:

First: when a Republican front-runner wins the Iowa caucuses, on average they get about a 1.3 percent bounce in New Hampshire in the 48 hours after Iowa.

Oddly, the candidate in second place in Iowa gains 4.3 percent in New Hampshire. Perhaps the best example was in 2000, when George W. Bush won the Iowa caucuses with more than 40 percent of the vote, but saw his New Hampshire polling change not at all.

On the other hand, look at the Democratic race in 1984: Walter Mondale won by one of the largest margins in a multi-candidate race in Iowa caucus history. Yet within 48 hours, Gary Hart (who lost Iowa by more than 20 points) had gained 16 points in New Hampshire!

I have updated the model, and you can find it here.

As a what-if, I made a project based on two assumptions:

  1. Haley finishes second tonight with 24 percent of the vote, and
  2. Haley goes on to win New Hampshire by 5 points

The model predicts Trump’s national lead would be cut significantly.

Both of the assumptions are well within the realm of possibility—but very much depend on what transpires in the next six hours.

This post will be updated once the Iowa caucus results are known.

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Last Selzer poll confirms: It has always been about Trump

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

Ann Selzer released her final pre-caucus Iowa Poll for the Des Moines Register, NBC News, and Mediacom on January 13. Those who closely follow the caucuses know Selzer & Co has been amazingly accurate most of the time. But perhaps the biggest news out of the latest survey is how little news there is in it.

As the table below shows, the last Selzer poll was a little different from other Iowa polls released over the past two months. The stability here is incredible. But given the timidity Trump’s rivals have displayed, maybe that is not surprising.

That said, as I will discuss below, a shocking amount of volatility exists beneath the surface.

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An Iowa caucus like no other?

Screenshot of Donald Trump speaking at a rally in Newton, Iowa on January 12

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

I have written before about the incredible shifts that have happened late in Iowa caucus campaigns. Front runners beware, I wrote in 2016 (and that piece was prescient).

In 2020 I suggested Iowa would surprise, and predicted Pete Buttigieg would be the candidate most likely to do it.

This time it feels different, for good reasons.

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Are Republicans really gaining among Black voters?

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

Those who follow polling closely have noticed a surprising shift in recent findings. Curtis Dunn of NBC News recently wrote, “Waning enthusiasm from Black voters presents an inflection point for Biden’s campaign.” Politico’s Steven Shepard also covered “warning signs” for Democrats about Black voters. The political consulting firm Catalyst, which I respect, suggested that Democratic support among African Americans fell in the 2022 midterms.

This table compares exit poll data (I used the Pew validated voter exit poll for 2016 to 2022) with an average of high-quality polling in the last 45 days of the campaign. The results are shocking. Recent polling averages indicate a 35-point shift in margin among African Americans. If that is happening, it is an enormous development in American politics. The African-American vote is vital to Democratic success in key battleground states such as Georgia, Michigan, and Pennsylvania.

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A new Selzer Iowa poll shows Trump dominates

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

The gold standard Iowa pollster, Selzer & Co—their caucus record is nothing short of amazing—is out with a new poll showing former President Donald Trump with a significant lead among likely Republican caucus-goers. He has 42 percent support, Florida Governor Ron DeSantis has 19 percent, and Senator Tim Scott has 9 percent. Former Vice President Mike Pence and former United Nations Ambassador Nikki Haley were tied at 6 percent, former New Jersey Governor Chris Christie registered 5 percent, entrepreneur Vivek Ramaswamy 4 percent, and all others at 2 percent or less.  

I have written about the Iowa caucuses and their history many times. A few reminders:

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Senate Democrats are running ahead of Biden. Will it be enough?

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

This post will present the state of play in the U.S. Senate races as of November 4. The data includes all polling available at 7:00 am Eastern; polls are released so frequently that it is impossible to analyze the situation without stopping.

Before we get to the survey numbers, though, we need to consider the environment in which these elections are taking place.

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How 2016 and 2020 broke political reporting and forecasts

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball, most recently here. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

Polling is fundamentally broken, and political forecasting is broken as a result. As a result reporting on politics is broken and focuses on minor differences in polling, rather than discussing what the candidates believe and want to accomplish in office.

Some of the biggest misses in 2016 and 2020 came from what were once thought to be gold-standard pollsters. The most accurate pollsters turned out to be firms with right-wing associations like Trafalgar. The 2020 polling misses were not uniform—they were not as large in Nevada or Georgia—and no one is really sure why. There are various theories.

Let’s start with the data.

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New Selzer Iowa Poll points to "winnable" race for Democrats

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

Ann Selzer commented on her latest Iowa Poll of the U.S. Senate race for the Des Moines Register and Mediacom: “It says to me that Franken is running a competent campaign and has a shot to defeat the seemingly invincible Chuck Grassley — previously perceived to be invincible.”

The gold-standard pollster‘s statement will shock many political observers. Forecasters that issue ratings on Senate races have uniformly discounted any chance that Chuck Grassley will lose. This race is simply not on the national radar. Since 2016, Iowa has seemingly marched inexorably toward becoming a red state.

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Two months out: A remade race in the aftermath of Dobbs

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

The U.S. Supreme Court released its decision in Dobbs v. Jackson Women’s Health on June 24. Overturning Roe v Wade caused a political earthquake.

I created this table to show the magnitude of the change in the generic ballot (which asks voters whether they plan to support a Democrat or a Republican for Congress). My averages differ from sites like FiveThirtyEight and RealClearPolitics, because I compare results across time from each pollster, rather than averaging all polls at a point in time. (I will explain why this matters at the end of this article.)

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Can Chuck Grassley really lose?

Dan Guild is a lawyer and project manager who lives in New Hampshire. In addition to writing for Bleeding Heartland, he has written for CNN and Sabato’s Crystal Ball. He also contributed to the Washington Post’s 2020 primary simulations. Follow him on Twitter @dcg1114.

Asking if Senator Chuck Grassley could lose seems absurd. He has received more than 60 percent of the vote every time he has been up for re-election, beginning in 1986. He represents the opposition party at a time when President Joe Biden’s approval rating is below 40 percent.

The Des Moines Register has not released Biden’s approval numbers for their latest Iowa Poll by Selzer & Co, but in March they found Biden’s approval in Iowa was 35 percent, with 59 percent of respondents disapproving. Given the national trends, it is unlikely that the president’s numbers have improved in Iowa since then. Moreover, Republicans have made big gains in Iowa since President Barack Obama carried the state in 2012.

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Democrats gain after Dobbs

Dan Guild: Seven of eight nationwide polls taken since the Dobbs opinion was released showed higher support for Democrats since the prior survey from the same pollster.

I hope to write more about generic ballot polling in detail, but for now I want to write about the U.S. Supreme Court overturning Roe v. Wade and the 2022 election. To date, eight nationwide polls have been completed since the court released the Dobbs opinion on June 24.

When analyzing how an event affected public opinion, it is important to compare surveys from the same pollster over time. This table summarizes each and highlights the change.

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A Virginia election with national implications

Dan Guild: Themes from the Virginia governor’s race will likely dominate the 2022 midterms across the country.

Ahead of the November 2 elections, I want to explain why the governor’s race in Virginia will tell us much about President Joe Biden and the outlook for Democrats. It is worth remembering that in September, the Democrats decisively beat back a recall effort in California. The result there suggested little had changed in the state since last November’s election.

However, the president’s job approval ratings have declined further over the past six weeks.

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America’s best pollster has bad news for Democrats. Is she right?

Dan Guild: No other recent poll shows Joe Biden’s approval as low among independents as Selzer’s new Iowa poll.

The latest Iowa Poll by Selzer & Co for the Des Moines Register and Mediacom is full of bad news for Democrats. President Joe Biden’s job approval in Iowa is a measly 31 percent, with 62 percent of respondents disapproving. Governor Kim Reynolds’ job approval is 53 percent, with 43 percent disapproving. U.S. Senator Chuck Grassley leads his most likely Democratic opponent, Abby Finkenauer, by 55 percent to 37 percent.

If Selzer is right, the bad news extends far beyond Iowa. This polling suggests Democratic fortunes in 2022 look abysmal.

I have the greatest respect for Ann Selzer, and the last time I suggested she was wrong, I was wrong. 

So why do I think she is wrong now?

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A worrying headline for Chuck Grassley

The headline certainly caught my attention. “In new Iowa Poll, nearly two-thirds say it’s time for someone new,” the Des Moines Register noted.

Senator Chuck Grassley is 87. Among currently serving senators, only Dianne Feinstein is older (by about two months). The Social Security Administration estimates an 87-year-old has a life expectancy of five years. If re-elected to a six-year term at age 89, Grassley’s odds of dying while in office are significant. It makes sense that many would answer this question this way.

So is Iowa’s senior senator really in trouble?

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A race that ends where it began

Dan Guild: Donald Trump’s presidency is defined by the stability of its unpopularity, and elections with incumbents are defined by perceptions of their job approval. -promoted by Laura Belin

I wrote at Crystal Ball in April that elections with incumbents are defined by perceptions of their job approval. In a post for this site in July, I suggested that Trump’s approval, and the sense across the country that things were out of control, reminded me of the difficulties that Jimmy Carter faced in his re-election.

On the eve of the election I find myself thinking about the parallel to 1980 again.

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Why the Selzer poll may be wrong

Dan Guild argues that Selzer & Co’s latest Iowa survey for the Des Moines Register and Mediacom may be missing a portion of the electorate. -promoted by Laura Belin

Talk to many Democrats about the election, and they will say, “I think Joe Biden is going to win, but the polls were so wrong last time.” There was, though, a notable exception to the list of flawed opinion polls from 2016: Ann Selzer’s final Iowa survey for the Des Moines Register

So when this year’s last Selzer poll shows Donald Trump winning Iowa by 48 percent to 41 percent, and Senator Joni Ernst beating Theresa Greenfield by 46 percent to 42 percent, people take notice. Selzer’s record within the polling community is arguably the best there is. How could she be wrong this time?

And yet, as I will show, I think she is.

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Youth vote could be decisive in Iowa, other states

Dan Guild digs into polling data for clues on how big an opportunity the youth vote represents–not just in Iowa, but in every close race across the county. -promoted by Laura Belin

In the aftermath of 2016, the press focused on a number of reasons for Hillary Clinton’s defeat. Rural voters were appropriately at the center of that discussion. Less discussed was what happened with those under age 30.

In the aftermath of that election, I researched the impact of young voters. I found that had Clinton carried the youth vote by the same margin as Barack Obama, she would have won 306 electoral votes.   

Exit poll data on the youth vote isn’t perfect, but even with its limitations, evidence suggests the decline in Democratic support among those between the ages of 18 and 29 was arguably the decisive factor in how Democratic margins declined from 2012 to 2016. 

More than a third of Donald Trump’s margin was made up from defections among those under 30 years of age. In Iowa, he won the youth vote.

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Donald Trump's last, best hope?

Dan Guild: Contrary to the usual dynamic of a debate between an incumbent and challenger, Donald Trump now looks like the risky alternative. -promoted by Laura Belin

To candidates who are behind, debates are “the thing with feathers.”

They offer one last chance to change the trajectory of a race. Historically they have mattered on occasion. In an unusual year, how they might matter is very, very, strange.

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When it comes to the Senate, all roads lead to Iowa

Dan Guild: The Senate incumbent massacre that took place in 1980 seems more relevant to this year’s election with each passing day. -promoted by Laura Belin

It is clear that Iowa (along with North Carolina) is ground zero in the battle for control of the U.S. Senate. With Democratic control of the House almost a certainty given generic ballot polling, and Joe Biden the overwhelming favorite in the presidential race, I think the Iowa Senate campaign is the most important single race in the country. 

Without Iowa, a President Biden will find it difficult to get much accomplished (even if they do get to 50 seats in the Senate). With it, his margin to pass a public option for health insurance and act on climate change becomes much more manageable.

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Presidential debates: Candidates in search of that magic moment

Dan Guild reviews presidential polling since 1976 to gauge the impact of televised debates. -promoted by Laura Belin

Since the advent of television, politics and indeed history have occasionally turned on a few moments. Seldom do they last longer than 60 seconds (like wit, television values brevity above all else).

Senator Joe McCarthy, and the moment he led, were stopped when he was asked, “Have you no decency, sir?” During the Watergate hearings, Howard Baker summed up the entire scandal when he asked, “What did the president know, and when did he know it?”

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Trump's long shadow and Iowa's pivotal Senate race

Dan Guild has “never seen anything like it. The president so dominates the landscape that senators don’t have a distinct political identity.” -promoted by Laura Belin

Selzer & Co. is out with a new Iowa poll for the Des Moines Register and Mediacom.  It found President Donald Trump tied with Democratic challenger Joe Biden, each supported by 47 percent of likely voters surveyed. 

Iowa is not considered likely to be decisive in the race for the Presidency. But it may be decisive in determining control of the U.S. Senate. Sabato’s Crystal Ball, for example, currently rates only two states as toss-ups: Iowa and North Carolina. Since they predict that the rest of the Senate will split 49-49, the importance of Iowa’s race is clear.

As Brianne Pfannenstiel reported for the Des Moines Register, both sides recognize just how important Iowa is: $155 million has been spent or has been committed to influence the outcome.

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The wrong message at the wrong time

Dan Guild: Donald Trump has positive ratings on handling the economy. But he’s staking his campaign on a “law and order” message. -promoted by Laura Belin

Politics can be as complicated as you like. You can build statistical models to calculate the odds of a candidate winning. Complicated ideological positions can be constructed precisely delineating what is right and wrong.

Most of the time, politics isn’t that complicated.

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Joe Biden got small bounce but has commanding lead

Dan Guild has four takeaways from the first round of presidential polling following the Democratic National Convention. -promoted by Laura Belin

I wrote here frequently in 2016 about conventions and bounces. Four years ago, polling showed that both Donald Trump and Hillary Clinton received a good bounce from their conventions. Did Joe Biden?

This is the first time since 1964 that we did not have high-quality polling between the conventions. The data, such as it is, shows four things.

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Does a presidential nominee's choice of running mate matter?

Dan Guild sees Joe Biden’s choice as influenced by Bill Clinton’s counter-intuitive but “phenomenally successful” pick for vice president. -promoted by Laura Belin

After weeks of speculation, Joe Biden has made his choice: Kamala Harris. He wasn’t late. As the table below shows, his announcement was actually a little earlier than most by a day or two.

Will it matter? Political scientists have studied the matter and usually concluded no. I think the answer is more nuanced than that.

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With four months left, Donald Trump follows in Jimmy Carter’s footsteps

Dan Guild continues to explore parallels between this year’s presidential campaign and what unfolded 40 years ago. -promoted by Laura Belin

I wrote in April that President Donald Trump was on the same path that led to the wholesale rejection of Jimmy Carter and the Democratic Party in 1980. With each passing day the similarities become stronger.  

U.S. Senate seats once considered safe for Republicans, like Iowa’s, are now dead heats. States that shifted to the Republicans in 2016 (Pennsylvania, Iowa, Wisconsin, Michigan, Ohio) have moved decisively toward the Democrats. Texas is in play, and this week saw a very good pollster find Joe Biden with a 13-point lead in Pennsylvania.

Two enormous events–the Black Lives Matter protests and the COVID-19 crisis–have upended American politics, just as an oil crisis and a hostage crisis upended politics in 1980. Events seem out of control, as they did in 1980, and like then, the president seems completely out of his depth.

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The ghost of 1980

Based on the latest Iowa poll for the Des Moines Register, Dan Guild wonders whether history will repeat itself, with an unpopular president taking down U.S. senators from his party. -promoted by Laura Belin

The presidential election of 1980 was by far the most important election of my lifetime. It gave power to social conservatives who had never tasted power before (Presidents Richard Nixon and Gerald Ford were both pro-choice). It also brought to fore and gave explicit expression to white racial resentment when Ronald Reagan spoke of “welfare queens” driving Cadillacs.

The 1980 election changed not only Republican politics (every GOP nominee since has been pro-life) but also Democratic politics. In the aftermath of the Reagan presidency, Democrats began talking about “ending welfare as we know it.” President Bill Clinton signed a major welfare reform bill 45 days before the 1996 election, in which he had a significant lead.

What is difficult to explain to those who have no memory of 1980 is how shocking the results were. It was not just that Reagan won, but that Republicans took control of the U.S. Senate for the first time in decades. The GOP picked up twelve Senate seats, beating some well-liked Democrats with national reputations.

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Donald Carter Trump

Dan Guild examines opinion polls from 1979 and 1980 for clues on how the COVID-19 crisis could affect President Donald Trump’s approval. -promoted by Laura Belin

The White House predicts between 100,000 and 200,000 Americans may die because of novel coronavirus (COVID-19). Ten million people in this country have lost their jobs in two weeks. Ian Bremmer noted that an estimated 3.5 billion people were in lockdown because of the pandemic, which probably makes it the most widely shared experience in human history.

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Denial, economics, and COVID-19

Dan Guild on how an avalanche of new unemployment claims will not only be a human tragedy, but also strain hospital finances and state budgets. -promoted by Laura Belin

We are in the midst of a health crisis, first and foremost. That should not be forgotten, and I will highlight one aspect of that crisis a little later in the piece.

But we are also in the midst of an economic crisis, and despite what you have may read about the stock market, that crisis is being underestimated. Every week the U.S. Bureau of Labor Statistics (BLS) reports how many people filed new claims for unemployment insurance. Those numbers are the closest thing to real-time data that we have about the U.S. labor market.

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Super Tuesday: A reversal of fortune

Dan Guild reflects on the weekend’s two game-changing events, which have no precedent in Democratic presidential campaigns. -promoted by Laura Belin

“Events dear boy, events” – attributed to to British Prime Minister Harold McMillan, though whether he said it is disputed.

I have spent a good amount of time studying primary polling.  The single most important lesson I have learned is that they are subject to sudden change. It is why I love the McMillan quote – it captures how unpredictable events can rapidly change the political calculus. 

This weekend we saw two race-changing events in 24 hours: Joe Biden’s decisive win in South Carolina and the sudden departure of Pete Buttigieg, the winner of the Iowa caucuses (depending on how you measure the results). These two events in combination are impossible to model. The Iowa winner has never withdrawn this early.  A front-runner has never performed so badly as Biden has before South Carolina and then recovered.

Having said that, I think history offers two parallels:

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Yes, Bernie Sanders can be stopped. But...

Dan Guild spins some scenarios for the Democratic primaries. -promoted by Laura Belin

Mathematically, there is a way to stop Bernie Sanders, but it won’t be easy.

Four years ago I wrote these lines in a post about the Republican presidential race:

In politics we often talk of the narrative. The narrative is not about delegate math, it is about momentum. It asks who is winning and why. It is unforgiving: you either win or you lose. It is difficult to lose and maintain any semblance of energy in a campaign (something seen in Rubio’s implosion) but it also means no more money for future primaries.

In any primary fight, there are times when these two forces are at odds. Such is the case now.

This is precisely the state of the race for the Democratic nomination. It is reasonably easy to create scenarios where Sanders does not get close to a majority of delegates. The problem is primaries are a dynamic process. The difference between winning and losing is stark. Losing drives candidates from the race or makes them irrelevant.

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The road after Iowa and New Hampshire

“The moderate lane is winning the closing argument,” Dan Guild writes. But changes to the Super Tuesday electorate will benefit Bernie Sanders. -promoted by Laura Belin

If anyone was worried that Iowa would become less important because of the delay in results, the polling after Iowa in New Hampshire should put that to rest. 

Joe Biden’s poor performance in the caucuses hurt him so badly in New Hampshire that he left the state before voting had concluded. Pete Buttigieg and Bernie Sanders both received bounces in New Hampshire close what one would have expected, given their Iowa finishes.

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How close was Iowa? Florida 2000 close

Dan Guild walks through the math at the precinct caucus he attended, to show how small shifts can alter delegate counts. -promoted by Laura Belin

At this writing, with 100 percent of Iowa precincts reporting but an unknown number of precincts to be recanvassed, the difference between Bernie Sanders and Pete Buttigieg is 1.5 state delegate equivalents (564.01 to 562.497).

I don’t think any account I’ve read has adequately explained how close this was.

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Another Iowa surprise?

Dan Guild‘s final thoughts on the presidential race in Iowa, along with how tonight’s results could affect national and New Hampshire polling. -promoted by Laura Belin

My brief take on the current state of the race: I think the key will be Pete Buttigieg.

I came to Iowa a skeptic, but I have found his support is real.  If he is able to get 20 percent, he splits the moderate vote and Bernie Sanders’ margin may be larger than people see coming.  If Buttigieg falls below 15 percent, Joe Biden will likely benefit in reallocation and may beat Sanders.

Other questions and observations this morning:

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Expectations: Yes, they REALLY matter

Dan Guild argues that while Bernie Sanders has clearly improved his standing in Iowa, he may be losing the expectations game. -promoted by Laura Belin

Of all the Alice-through-the-looking-glass parts of the American political system, the one I have been completely unable to explain to foreigners is expectations and the Iowa caucuses. It usually goes something like this:

Sane person from another country: “Candidate X won”

Pundit: “Well, not really”

Sane person from another country: “But they got more votes”

Pundit: “But they were expected to win by 10 and they only won by 3, so they lost”

Sane person from another country: “That makes no sense.  So who won?  The person who came in second?”

Pundit person: “No, they got about what they expected.  No, the clear winner is the candidate who finished third.  There is no doubt they won.”

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10 days left: Will someone break out?

Dan Guild expects one of the Democratic candidates to surge in the closing days, most likely Elizabeth Warren or Amy Klobuchar. -promoted by Laura Belin

Ten days before the 2016 Iowa caucuses, I wrote a piece here entitled Front-runners Beware.

Four years later, there is not one front-runner, but four. Importantly, New Hampshire seems just as close. As I wrote last month, the winner of Iowa can expect a 12-point bounce in New Hampshire.

The simple truth is the winner in Iowa is very likely to win the New Hampshire primary eight days later. And no Democrat has won Iowa and New Hampshire when both were contested and lost the nomination.

The history with tables is below, but in summary:

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Democratic presidential primary schedule needs serious evaluation

Dan Guild: “The modern primary schedule greatly reduces the voice of African Americans in the selection of the Democratic presidential candidate.” -promoted by Laura Belin

On Martin Luther King, Jr. Day, let us remember the importance he placed on African American access to the ballot box. A portion of a speech he gave in 1957 is below.  The whole text is worth reading.

But even more, all types of conniving methods are still being used to prevent Negroes from becoming registered voters. The denial of this sacred right is a tragic betrayal of the highest mandates of our democratic tradition. And so our most urgent request to the president of the United States and every member of Congress is to give us the right to vote. [Audience:] (Yes)

Give us the ballot, and we will no longer have to worry the federal government about our basic rights…

Give us the ballot (Give us the ballot), and we will transform the salient misdeeds of bloodthirsty mobs (Yeah) into the calculated good deeds of orderly citizens.

Unfortunately, the modern primary schedule greatly reduces the voice of African Americans in the selection of the Democratic presidential candidate.

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With Iowa as unsettled as it has ever been, a critical debate

Make no mistake: Iowa debates matter, writes Dan Guild. What’s at stake as the candidates take the stage in Des Moines. -promoted by Laura Belin

If you are familiar with the history of the Iowa caucuses, you know just how unprecedented this cycle is:

  • A two-term VP of a popular president cannot break 25 percent in Iowa.
  • Incredibly, three Iowa polls have been taken since the start of the new year, and among the four candidates the highest any has received is 24 percent and the lowest is 15 percent. There has never been a race this close among four candidates.
  • With the caucuses a mere three weeks away, only about 40 percent of voters say they have made up their mind.
  • Is there any trend here? Bernie Sanders is up in all three most recent polls, and there are significant downward moves for Pete Buttigieg in two of them.  For the most part, though, this is a glorious mess.  Who is ahead? No one knows.

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    Iowa caucuses: Very close and never more important

    Dan Guild examines what the latest polling numbers from Iowa could mean for each of the top four Democratic contenders. -promoted by Laura Belin

    The Des Moines Register released its latest Iowa poll by Selzer & Co on Friday night. The results: the closest four-way race in Iowa caucus history. 

    Before looking at the numbers, a reminder: a 5-point gap between first and fourth isn’t statistically significant.  The Selzer poll is widely regarded for a good reason, but the first thing to know about Iowa is we really don’t know who is ahead. 

    The second thing to know: Iowa may have never been as important as it will be in 2020 (more on that in a minute).

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    Four weeks left to the Iowa caucuses: Fasten seat belts

    Dan Guild on why topline numbers for each candidate are not the most important finding from the latest survey of Iowa caucus-goers. -promoted by Laura Belin

    CBS/YouGov ended the Iowa polling drought (the longest drought since 1984) on January 5 with a new poll

    The big news is not the trial heat numbers (23 percent each for Joe Biden, Bernie Sanders, and Pete Buttigieg, 16 percent for Elizabeth Warren, 7 percent for Amy Klobuchar). The big news is that only 31 percent of respondents have definitely made up their minds.   

    Here is why this matters:

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    40 days from the Iowa caucuses: Front-runners beware

    Dan Guild: “Pete Buttigieg has the lead now, but his share of the vote is the lowest in Iowa caucus history for a leader.” -promoted by Laura Belin

    We are now 40 days from the Iowa caucuses. I wrote a piece here entitled “Let the buyer REALLY beware” 45 days before the 2016 caucuses.  That piece noted that front-runners rarely improve either the final percentage or their margin.  This short article follows up on my analysis from 2015.

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    Yes, the Iowa caucuses really matter

    Dan Guild examines what presidential contests since 1980 tell us about the impact of the Iowa caucus results on the New Hampshire primary. -promoted by Laura Belin

    Candidates are spending millions of dollars in Iowa right now. But do the Iowa caucuses matter? The state doesn’t have many Democratic National Committee delegates and is not that representative of the larger Democratic electorate.

    My prediction: if the Iowa caucus results are in line with what current polling suggests, Iowa will matter a lot.

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    The Des Moines Register poll shows Buttigieg can win Iowa. But...

    The latest Iowa poll by Selzer & Co for the Des Moines Register, CNN, and Mediacom did what November Des Moines Register polls often do: shake up perceptions of the presidential race.

    Buttigieg’s historic rise (I will show how historic in a minute) is stunning. While I am skeptical he is really ahead of everyone else by 9 points–another poll released on November 17 showed him 1 point behind both Bernie Sanders and Joe Biden–the idea that he leads and is well over 20 is believable. But the horse numbers underestimate what Buttigieg has accomplished. He is the best-liked candidate as well as the one being considered by the most voters.

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    It's getting late for the lower tier in Iowa

    What Dan Guild found after analyzing decades of Iowa caucus polling from this point in the election cycle. -promoted by Laura Belin

    For candidates struggling nationally, Iowa is the last, great hope.

    I have been on campaigns like those. You draw hope from stories of conversion. A vice-chair of a town committee announces their support, or a canvasser talks to someone who just converted from the front-runner to you. You think, just another debate, or a new set of ads. Then one fine morning, a poll will show…

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    Biden following Clinton's 2008 Iowa footsteps. Will Warren's surge hold?

    Dan Guild puts the latest Iowa caucus poll for the Des Moines Register in historical context. -promoted by Laura Belin

    In March of this year, I wrote that Joe Biden’s numbers looked weak for a front-runner. When Selzer & Co’s last poll of Iowa Democratic caucus-goers came out in June, Biden’s numbers were so weak that I wrote he will probably lose Iowa.

    Selzer’s new Iowa Poll for the Des Moines Register, CNN, and Mediacom finds Biden losing support since the early summer. It also finds a new front-runner in Iowa who is in the midst of a surge nationally as well: Elizabeth Warren.

    Before we get to the horse race numbers, let’s start with the single most important finding from the poll released on September 21:

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    The first Democratic debate and Iowa: Biden in real trouble and a race remade

    Dan Guild puts the latest Democratic primary poll numbers in context. -promoted by Laura Belin

    The above image and the accompanying story were national news within minutes of the end of the first debates. Kamala Harris attacking Joe Biden for his statements about busing and his praise for two old segregationist senators was the story of the June 27 event.

    Less than a week later, the race in Iowa is remade.

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    Joe Biden will probably lose Iowa

    Dan Guild examines what history tells us about how to interpret the latest Iowa Democratic caucus poll by Selzer & Co for the Des Moines Register, Mediacom, and CNN. -promoted by Laura Belin

    It has been two months since the last good Iowa caucus poll. This is actually unusual: you have to go back to 1996 to find a similar gap. So the latest poll by Selzer & Co (what does the Des Moines Register have against Saturday nights?) was eagerly anticipated.

    Joe Biden announced his candidacy to great fanfare on April 25. Within two weeks, national polling showed him picking up between 10 and 15 points. But there is no national primary. I wrote here in March that I Biden was a VERY weak front runner based on his Iowa polling to date.

    Ed Kilgore speculated around the time of Biden’s announcement that he had a “shock and awe” strategy.

    Did that strategy work? Has it moved votes in Iowa?

    Tonight the Des Moines Register provided its verdict: No.

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    On polling eleven months before the Iowa caucuses

    Valuable historical perspective from Dan Guild on the latest Selzer poll for the Des Moines Register, CNN, and Mediacom. -promoted by Laura Belin

    If you know something about the history of the Iowa caucuses, you know three things:

    1. Most people don’t really make up their minds until the last month, and often until the last week. Just before the 2016 caucuses, I wrote a post here called “Front runners beware,” which turned out to be fairly accurate.

    2. But. BUT. – Iowa caucus polls are consumed like some sort of smartphone app you just can’t put down. You know it isn’t good for you. BUT it HAS to mean something, right? Isn’t the best prediction of what people do in elections is what they say the will do know.

    3. And when it is the Des Moines Register poll, people listen. It’s a bit like the old Merrill Lynch television commercial: When Ann Selzer talks, people REALLY listen.

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    Does “electability” matter?

    Dan Guild reviews past polling data for clues on how Democratic voters will pick a favorite presidential contender. -promoted by Laura Belin

    “I am for him/her because they can win”. I have been active in New Hampshire and Iowa presidential primary politics for over 30 years. In that time I have found if you ask someone why they are for a candidate, likely as not they will say “because they can win.” The press mirrors this and will write often about which contender is “electable”.

    I am skeptical electability is ever decisive.

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    With Democratic House majority in sight, a larger wave may be coming

    Dan Guild previously analyzed House generic ballot polling and past wave elections. -promoted by desmoinesdem

    We are now 35 days from the 2018 election. For most of 2018 there has been speculation about the Democrats taking the House. But until the last month the data on individual districts has been sparse, and predictions have been based on things like the generic ballot which is itself subject to significant error.

    The table below lists the seats that will decide if the Democrats retake the House. It is based on the Democratic margin from 2016. If there is an incumbent running, his or her margin in 2016 is used, if not then Clinton’s margin is used. I have also included a running tally of the number of seats the Democrats would win if they won every seat in a particular group. For example if the Democrats every seat where the GOP margin was 7 points or less they would win 218 seats, exactly the number of seats needed for majority.

    What the chart shows is just how protected the Republicans are as a result of gerrymandering.

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    When waves happen

    Dan Guild surveys the possibilities for control of the U.S. House. In his last Bleeding Heartland post, he reviewed generic ballot polling and swings in special elections. -promoted by desmoinesdem

    When tidal waves hit, and when we know they are coming

    Nothing is more human than the tendency to underestimate how much things change. Few predicted the collapse of the Soviet Union. Though there were signs, most did not anticipate how badly the U.S. and global economies would be hit by the U.S. mortgage crisis.

    Anyone who remembers election night 2016 knows well how poorly humans are able to predict politics. In the time I have been active I have seen the same mistake over and over: people underestimate the range of possible outcomes.

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    The House on a knife's edge

    Dan Guild argues that the swings we have seen in recent special U.S. House elections “are a sign that something very big may be about to happen.” -promoted by desmoinesdem

    It is fair to say the stakes have seldom been higher in a mid-term election. Obamacare survived by a margin of one vote in the U.S. Senate. It is likely the Republicans will gain the one Senate seat they need to undo Obamacare. The Republicans have finished their report on Russian involvement in the 2016 election. The only real way for true public hearings into Russia and our elections is for the Democrats to retake the House.

    2016 was in many ways a VERY unusual election. Some of those ways are as obvious as a Trump tweet, others are less obvious. Essentially there were two large swings, each in opposite directions:

  • Among those making under $30,000 a year, Republicans improved their share of the vote by 16 points
  • Among those making between $100,000 to $200,000, Democrats improved their margin by 9 points
  • It is very rare to find swings like that – when they occur they are usually indicative of a political re-alignment. I have NEVER seen swings like that in the same election in opposite directions.

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    Can anything make Trump popular?

    Guest author Dan Guild has closely followed American presidential polling and elections for decades. -promoted by desmoinesdem

    Consider three quotes: “It’s the economy, stupid”–James Carville, 1992

    “Events dear boy, events”–Attributed to British Prime Minister Harold Macmillan

    “That the prince must consider, as has been in part said before, how to avoid those things which will make him hated or contemptibleIt makes him hated above all things, as I have said, to be rapacious, and to be a violator of the property and women of his subjects, from both of which he must abstain.”–Machiavelli, The Prince, 1513

    I cannot prove Machiavelli had Donald Trump in mind when he wrote those words 500 years ago. But the polling is consistent (we will explore it in a later post) – after his first year Trump is one of the most hated politicians in American history.

    This was true on election day in 2016, when only 38 percent had a favorable impression of him, the lowest rating any major presidential candidate has received since exit polling began. He did not get the typical boost most presidents get after being elected. His numbers have not improved despite what by some indications is a good economy. In fact, about 75 percent of polls taken since May 2017 find his approval rating within 3 points of his favorable rating in the election day exit.

    So the question must be asked: can anything change the public’s impression of Donald Trump?

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    State of the race

    Dan Guild follows up on yesterday’s post about late-stage scenarios in the presidential campaign. -promoted by desmoinesdem

    In 2008 I did state polling summaries at Open Left. That analysis originated from work I had done in 1996 which suggested the state polling was far more accurate than national polling. In 1996 the national polling was off by a considerable margin. I did the same analysis in 2012.

    This is that analysis this morning.

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    The First Debate: Irresistible Force Meets Immovable Object

    A must-read review of what recent history tells us about the impact of presidential debates. You can find Dan Guild’s past writing for this site here and here. -promoted by desmoinesdem

    Debates have arguably remade the race for the Presidency in 1976, 1980, 2000, 2004 and 2012. Even in races where arguably they are less important, they still are significant events. Having said all of this there are patterns that repeat themselves. Guideposts that can help evaluate how they will affect this race. Here they are:

    1. Typically debates consolidate support within their Party for each candidate. Where this is unequal, the candidate who is behind tends to benefit.

    2. In races where there is significant discontent, debates often help the candidate of the party that is on the outside.

    3. Third Parties frequently decline afterwards

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    We now know who the next President will likely be, BUT

    Dan Guild follows up on his deep dive into the history of convention bounces. You can read his past writing for this site here and here. -promoted by desmoinesdem

    On July 20th I suggested we would probably know who the next President is after the conventions are over. That post noted that since 1996 the average bounce out of a convention was 6.1 percent. Let’s look at how that compares with the bounces out of the two conventions just completed.

    Essentially, the conventions were very close to the historical average. Importantly, though, Clinton appears to have picked about 2 points from where the race stood before the two conventions.

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    In 11 days, we will probably know who the next President is

    Many thanks to Dan Guild for this historical perspective. You can read his past contributions to this blog here and here. -promoted by desmoinesdem

    In any election there are a few predictable and important events. Few are as important as the Conventions. How important? Here are some basic facts:
    1. In the 12 elections since 1968, the candidate leading in polling after the second convention has won the popular vote 11 times, and the only exception led by less than a point (McCain in 2008).

    2. The candidate leading 3 weeks after the second convention has NEVER lost the popular vote.

    3. No candidate has EVER won if they trailed after their convention. EVER.

    4. 10 of 11 candidates who led by more than 5 after their convention won (Dukakis in ’88 is the only exception.

    A table summarizing the data is set forth below. In addition, my database of presidential polling (which is the most complete online) is here.

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    You cannot beat somebody with nobody

    Thanks to the guest author formerly known as fladem for another well-informed look at the Republican delegate race. This piece follows up on his analysis from shortly after the Wisconsin primary. -promoted by desmoinesdem

    There is an old line in politics: “You can’t beat somebody with nobody”.

    Ted Cruz and John Kasich seemed determined to prove this adage true.

    On April 5th Ted Cruz won Wisconsin decisively. When I wrote a piece here on April 7th, there seemed good reasons to think Trump could be stopped. I outlined some of them. Keeping Trump under 50 (as seemed possible then) in New York would deny him 27 delegates. Winning or coming close to Trump in Pennsylvania could deny him 25-35 more, and given the fact that 54 delegates in that state are not bound to any candidate, it was not impossible to see a majority of delegates siding against Trump.

    But I could not foresee just how hapless and incompetent the Kasich and Cruz campaigns would be. In fact there are precincts in New York where Cruz struggled to beat Ben Carson. Consider the following:

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