With Election Day 7 weeks away, switching my Personal Ratings Updates to monthly.
All indicators now point to a ~D+3 year - JUST above what Dems need to win House & Prez, but not by much. Both remain TOSSUPS.
Data clearly shows a competitive, but LEAN R race for Senate control.
Personal Quarterly Ratings Update:
With the polls showing a slightly blue year and the WA primary portending a pretty blue year, Dems seem to be at least slightly favored to flip back the House.
The presidency remains a tossup, and the Senate competitive but leaning toward Rs.
Tbh, a 218/217 House, in either direction, is increasingly looking like one of the most likely, if not *the* most likely, outcome for the House atm.
Absolute chaos, no retirements allowed, shenanigans everywhere, every person can swing a vote.
BREAKING: TikTok declares it would rather shut down and forgo billions in profits rather than cut loose from CCP control.
Incredibly rational behavior that definitely doesn’t give the entire game away.
If Biden steps down, history better record that it was three freaking weeks of Democratic friendly fire that tanked his polls enough and drove the nail into the coffin.
Biden immediately post-debate was consistently ~3% away from victory. Everything since was pure self-sabotage.
This is a bit of a taboo on Election Twitter, but I actually do believe in "reverse coattails".
Not in the "I don't like Mark Robinson, so I won't vote Trump" way, but more "I see a Harris/Trump ad. Meh, don't feel like voting. I see a Robinson ad. Holy cow, I need to go vote."
The State of Play:
With the likely reelection of both Mark Kelly and CCM, Dems have likely kept the Senate.
In the House, the field has changed. To win a majority, Dems now need to win all but one of: AZ-01, AZ-06, CA-13, CA-22, CA-27, CA-41, WA-03. Difficult, but doable.
It took five days for the Dems' generic ballot lead to double from 0.1 to 0.2. Extrapolating out to Election Day, Democrats should be on track to win the election by ~26214%, enough to win not only every seat in the House, but also claim an electoral mandate over Canada as well.
One state we DESPERATELY need a poll of rn is Texas.
Back when Biden was tied or down a couple points, Texas polls were roughly Trump+7 to 9, w/ Cruz running a few points behind. Theoretically, with the nation currently at ~Harris+3, Texas and its Senate race might be close atm.
The state of play right now:
Dems seem to be on track to hold the Senate as good ballot returns flow in for both Kelly in AZ and CCM in NV.
In the House, to pull off the impossible, Dems need to win all but two of: AZ-01, CA-13, CA-22, CA-41, CA-45, CO-03, OR-05, OR-06, WA-03
The idea Dems outperformed in 2022 due to disproportionate Democratic turnout is *provably* false basically everywhere.
In almost every state we have the data for, the GOP turned out at a significantly higher rate than Dems - Dems held up cuz they persuaded tons of swing voters!
A big reason Dems beat pundit/historical expectations in the midterms? Only 112M people voted, including a disproportionate turnout among voters angry at Dobbs/abortion bans (many of them young/female).
But there will be ~160M voters in 2024. So who are those extra 48M voters?
Periodic reminder that CBS/YouGov only conducts a NATIONAL poll, and that these state-level numbers are MODELED ESTIMATES derived from their polls, not actual polls of those states.
Senate be like:
Day 69: *does nothing*
Day 70: *does nothing*
Day 71: *casually passes a massive change to American life via unanimous consent*
Day 72: *does nothing*
Gotta say, the early media narrative that young Dem turnout is responsible for the midterms is actively harming ppl’s understanding of what happened.
It is important to emphasize that GOP extremism swung the election via persuasion, not progressive policy motivating Dem turnout.
Big "Never Jordan" rep converts to "Actually, Jordan is fine" rep.
Precedents are being set if Jordan wins: in every Speaker election henceforth, the far-right can & will force the GOP to pick their guy, by voting everyone else down on the floor.
And the conference will cave.
Wondering whether Biden should take a trip to Anchorage during the 2024 campaign.
You know, not because he can win it, or that it’d be worth much even if he did (3 electoral votes), but for the sake of the Dems’ longterm prospects, which look surprisingly decent there.
Like many others, I think the Dems have a real shot at retaining their House majority.
By my count, Dems have 187 seats, and need to win all but 3 of:
AZ-01, CA-09, CA-13, CA-22, CA-26, CA-27, CA-41, CA-47, CA-49, CO-08, OR-05, OR-06, WA-03, WA-08
It’s kinda funny that, of Arizona’s two new senators, its the bisexual wig-sporting former Green Party activist that’s the spiritual successor to John McCain.
The State of Play:
Barring a freak result in the final NV ballots, Dems have won the Senate.
In the House, Dems have a clear path to a majority via AZ-01, AZ-06, CA-13, CA-22, CA-41, WA-03, each of which they have at least even odds to win, w/ a backup in CA-27. It'll be close.
Re: “why did Dems perform best in swing districts/states, and badly everywhere else?” There’s a pretty simple and obvious, if unproven, explanation here: Democratic campaigns worked.
For the most part, where Dems campaigned and aired ads, they did well.
Holy s*** tonight is the bluest wave in New Jersey I've seen since 2018. Freaking 20% victory for Vin Gopal in Biden+13 LD11.
And to think, the NJ GOP was talking about winning a chamber this year.
The silly "FL/TX Senate are too expensive" arg needs to die.
#1
: Unless Dems want to bet the Senate ENTIRELY on MT, they MUST contest FL/TX.
#2
: If its expensive for Dems, it's also expensive for Rs. Theoretically, expensive races favor the party with more $$$ - thats the Dems!
IF this holds - and that's a VERY important IF - this would imply a roughly D+5 House vote environment. That's be a few points BLUER than the 2020 House environment!
Regarding House control, right now, I’m watching for two more things:
1. How Jevin Hodge’s lead fares after tonights (Disproportionately R) Maricopa dump in AZ-01
2. Whether the next CA-41 vote dump favors Rollins.
If both are good, House control would narrowly favor Dems imo.
In the eyes of Dems, I feel that Florida suffers from a similar stigma to Ohio - Dems have been burned there so often, that they'd rather take shots at other redder states than compete there again.
However, its not obvious that TX is a significantly easier lift for them than FL.
Senate polling by Emerson/The Hill
FLORIDA
🟥 Rick Scott (inc): 46%
🟦 D. Mucarsel-Powell: 45%
—
TEXAS
🟥 Ted Cruz (inc): 48%
🟦 Colin Allred: 44%
—
OHIO
🟦 Sherrod Brown (inc): 46%
🟥 Bernie Moreno: 44%
—
CALIFORNIA
🟦 Adam Schiff: 55%
🟥 Steve Garvey: 33%
#9
(2.9/3.0) |
BREAKING: The GOP push to change how
#Nebraska
awards its Electoral College votes and boost former President Donald Trump ran into reality Monday as a key lawmaker, State Sen. Mike McDonnell, announced he won't back a change.
First in
@NE_Examiner
:
In Clark County, NV, the combined House vote atm is D+4.7%, while CCM is winning it by 5.9% and Sisolak is only winning it by 3.9%.
These margins will go up as more votes are counted, but it does seem at the very least that Laxalt was a below avg GOP candidate.
Periodic reminder that, using 538’s poll avg, the 2020 polling error in the following states was:
AZ: R+2.3
GA: R+1.0
MI: R+5.1
NV: R+2.9
PA: R+3.5
WI: R+7.8
If a Dem is leading way outside the range of the 2020 polling error (cough MARK KELLY cough), that lead’s probably real.
What a night! With most of the vote in, Democrats have overperformed in every special elex tonight, ranging from 7% in the NH state House redo election, to 23% in KY!
Add onto that their 9% overperformance in LA on Saturday, and the avg swing from 2020 Prez now sits at ~D+5%!
I’d like to point out the irony that Sean Patrick Maloney left his old district to get a marginally better chance of holding his seat, only for Democrats to hold his old seat while he got demolished in his new one.
If Republicans take a super narrow majority (as seems to be the case atm), and GOP leadership is thus is chaotic disarray, wonder if Dems may be able to pull off some wins via discharge petition, by picking off a few Rs to support individual pieces of legislation.
I remember in the final stretch of the campaign, a ton of Democrats (myself included) were disappointed Biden wasn’t doing more to expand the map and kept going full guns blazing in states like Wisconsin.
Hoo boy, his campaign was a lot smarter than we might give it credit for.
Harris and Trump tied, Kaptur+10, and Brown+13 in Trump+3 OH-09 👀
If the swing here translated statewide, would imply Trump+5, Brown+8 in Ohio.
Consistent with other polls showing a MASSIVE lead for Sherrod Brown atm, with some room to spare when polarization kicks in.
And with that, Anthony D'Esposito (NY-04) remains the
#1
most vulnerable Republican in the House, representing a Biden+14.5 district on Long Island that, for the time being, seems unlikely to get redder enough for him to have a good chance of surviving imo.
Recently, some folks have asked me where donations would best help Dems flip the House. IMO, there exist clear answers: four Dem challengers in Tossup races with MUCH less $$$ than their GOP opponents:
1. Marlinga (MI-10)
2. Tran (CA-45)
3. Shah (AZ-01)
4. Bynum (OR-05)
It’s official! With 100% reporting, Democrats Nichols and Keith have locked Republican VanNorman out of the runoff for the Tulsa Mayoral, autoflipping the 48th largest city - and one of the largest GOP-held mayoral offices - to the Democrats!
Caveat that I haven’t followed this race at ALL, but with 70% reported for the Tulsa Mayoral, looks like Nichols (D) and Keith (D) might be able to lock VanNorman (R) out of the runoff.
If Rs get locked out, that’d be an autoflip of the 48th largest city (400k pop) from the GOP.
Watch Democrats somehow freaking hold the House.
It’ll be close, but it’s not impossible now. Depends if Dems get lucky in a TON of close House races like NE-02, NC-13, etc.
Holy cow - I was looking through Minnesota’s candidate filings, and as far as I can tell, not a SINGLE weed party candidate has filed for Congress or state leg.
Which makes sense, given that MN has now legalized weed. But that’s a MASSIVE electoral weight off the MN Dems’ backs.
Periodic reminder that no, Biden is not down in Michigan polls because of Israel/Gaza - Arabs literally make up at most 2% of the Michigan electorate.
He is down because he is down nationally, and thus down in almost every swing state.
Getting blown out by 96% is one thing.
Still managing to lose second place to the Crystal Ball lady as a sitting congressman tho - Dean Phillips could wipe out a whole city from second-hand embarrassment.
Uncommitted has dropped below 15%.
If I had to guess, I think it ends up around 12% in the end, right around the uncommitted vote share against Obama in 2012.
Right now, the next place to watch imo is Clackamas County, OR, to see if Dems can still put out a win in OR-05.
Conditional on Democrats winning OR-05, Democrats will likely reach at least 217 seats imo, and would even have a nonzero shot at 219 - one more than a bare majority.
Thinking about how, if Democrats win the House, it’s going to be off the backs of like a dozen different flukes.
I said in the summer that Dems could win the House in an EVEN environment if they got lucky. It’s now looking like ~R+1, but with Dems getting EXTRAORDINARILY lucky.
Pulling from
@cinyc9
’s map, looks like all the remaining votes in AK-AL are almost exclusively from the super blue parts of the state. Anchorage and Fairbanks are finished counting.
Peltola’s vote share should increase quite a bit when the final votes are counted.
Despite doing 1.4% better than Biden statewide, not only did Tim Ryan fail to win back Mahoning County, he actually did 1.6% WORSE there.
The Mahoning Valley is *gone* for Dems.
Tfw relative Philly turnout drops 11.4%, to a point where Biden would've lost in 2020, and yet Fetterman still wins by 5%.
Or when Lehigh and Monroe turnout drops a ton, yet Susan Wild and Matt Cartwright survive anyway.
Dems did absurdly well w/ white swing voters, man.
Imma be real, accusing JOE FREAKING BIDEN of having a cult of personality is one of the wildest claims I’ve ever seen.
However, this IS Dean Phillips we’re talking about. So from his perspective, I can see why Dean would think that.
NEW: Dean Phillips tells crowd in Manchester he will not be the No Labels candidate, that he is a Democrat. And he would not draw votes from Trump, as he thinks is needed.
But he BLASTS the DNC and WH.
Called it a “cult of personality around Joe Biden - it is so destructive.”
Woah! MS Dems putting up possibly their strongest candidate for the gov race.
Brandon Presley has been a member of the three-person MS Public Service Commission since 2007. While he wasn’t contested in 2019, this is his 2015 reelection map.
Very uphill, but a real challenger.
Mississippi deserves leaders who fight for our families, children and workers rather than themselves and their rich friends. We deserve leaders who will never forget where they came from or who put them in office.
That's why I'm running for Governor of Mississippi.
YOOOOOO! House Dems are officially putting their money behind flipping the narrow Trump seats of IA-01, WI-01, and WI-03 - with WI-03 getting an especially large $4 million investment behind it.
I've always held these as underrated battlegrounds - time to see how it turns out.
Rule
#1
of dirty machine politics is you don’t talk about dirty machine politics
Rule
#2
: if you must talk about it, don’t let yourself get RECORDED.
Someone working for the Tammy campaign screwed up big time, and got recorded threatening the College Dems not to endorse Andy.
.
@MorningConsult
released their senator approvals today, so here's how they compare to 2020 Prez for senators up in 2024 (who haven't yet retired).
Notably, Tester takes first by a mile, sporting +30% approval in Trump+16 MT, w/ Manchin coming in 2nd despite his -16 approval.
Its so routine that its hardly worth mentioning, but its still kinda amazing that, every time Trump actively turns off swing voters via scandals/insanity, the GOP rallies behind him instead of attempting to dump the electoral anchor that is his candidacy.
Took em long enough.
If Democrats still want a chance to hold their Senate majority, and let a President Harris actually legislate, this is the only way.
It’s Florida and Texas time, folks.
Scoop: Dems are prepping a late offensive in the Florida Senate race, we’re told.
With Montana looking shaky, Dems see Florida as ripe for a surprise pickup.
Peters told us today he wants to get resources into both Florida and Texas. w/
@HansNichols
Doing some calculations right now, and I’m like 95% sure Tony Evers narrowly carried WI-03 in his reelection bid.
Ron Kind totally could’ve won reelection 🙃
Dang, with that latest Alaska drop, Mary Peltola’s gonna head into RCV with nearly a straight up majority of the vote.
Non-zero chance that she wins after round 2 (I think there’s still a few ballots left).
Re: CA-22, looking at the data, I'm pretty sure Salas is favored to win.
While Salas has fallen short of benchmarks in the last few batches, ballot return data imply that future batches will become MUCH bluer, and that has already borne out in the batches so far in every county.
MONTANA. The dust is barely settled from the 2022 elections, and already hearing buzz that both of the state’s congressmen - Matt Rosendale (R) and just-elected Ryan Zinke (R) - plan to jump into race vs US Sen Jon Tester (D). Crowds already forming for their House seats.
Pete Hoekstra has won today's vote for new party chair of the Michigan GOP. Kristina Karamo has said she remains "undisputed" chair of the state party, so...
Again, do you know how big a dumpster fire a female candidate’s campaign must be for the National Organization for WOMEN to be endorsing their MALE opponent?
Especially when they’ve got a national board member of NOW constantly shilling for their campaign on the bird app?
Periodic reminder that Michigan's State House map was 56-54 Trump, yet Democrats flipped it anyway in 2022.
Make no mistake: the Wisconsin Assembly WILL be competitive this year, for the first time in over a decade.
Breaking: Wisconsin Gov. Tony Evers (D) has signed new, fairer legislative districts to replace the GOP's gerrymanders.
The Senate has an 18-15 Biden majority; the Assembly is 50-49 Trump.
Interactive versions:
Senate:
Assembly:
Periodic reminder that the Legal Marijuana Now party of Minnesota is actively why Minnesota is unable to legalize weed, due to them costing Dems control of the state Senate.
Despite being a Democratic midterm, there were quite a few states House Dems actually outperformed their 2020 margins in, while the GOP notably swept through FL and NY.
After accounting for uncontesteds, this is how each state swung from 2020 House -> 2022 House.
Final results are in, and Dems win Trump+0.4 NH Rockingham 1 by a whopping 12%!
With this, Dems are practically guaranteed to tie the NH State House, with a chance to outright FLIP it if they win another special election in a Trump+8 seat in a few months.
Unofficial results in NH House special election, Rockingham County Dist. 1: Democrat Hal Rafter: 1,571 (55.9%) and Republican James Guzofski: 1,250 (44.1%). Hold the phone: When Rafter sworn in, it's GOP: 198 to Dems: 197.
#nhpolitics
When people saw the NYT poll w/ a 14% lead for Sharice Davids in Biden+4.5 KS-03, people either assumed it was wrong or that the burbs zoomed left.
Turns out, Davids got her largest overperformances in the red rurals, beating Biden by 11%-12%, compared to ~7% in the burbs.
Brief rundown of the irony incarnate that is Sean Patrick Maloney.
> Leads Dems to a historically good performance, yet loses himself
> Kicks out a fellow Dem for a bluer district, only for Dems to hold his old one as he loses his new one
> Ends up being seat
#218
for the GOP
Still waiting on final results, but looks like the GOP will win 7 House races by <1%, w/ the tipping point (seat
#218
) being NY-17 at R+0.8.
#222
CO-03: R+0.2
#221
CA-13: R+0.3 (Estimate)
#220
MI-10: R+0.5
#219
IA-03: R+0.7
#218
NY-17: R+0.8
#217
AZ-01: R+0.9
#216
NY-22: R+0.98
Assuming the injunction on the line isn’t successfully appealed, today’s events confirm two things:
1. Tammy definitely made the right call getting out early - she was TOAST w/out the line
2. Andy’s line lawsuit is one of the greatest political masterstrokes in NJ history
FIRST OPEN CONVENTION GOES TO ANDY!
With that, Andy wins the county line in Monmouth, an incredibly embarrassing loss to the First Lady, who lives in the county, and a crucial sign to other committee members that Senator Tammy is not inevitable.
Periodic reminder that mathematically, North Carolina is not trending Democratic, and people of Election Twitter should really know better.
2012:
Nation: D+3.9
NC: R+2.0
Lean: R+5.9
2016:
Nation: D+2.1
NC: R+3.7
Lean: R+5.9
2020:
Nation: D+4.5
NC: R+1.3
Lean: R+5.8
FWIW, my two cents on replacing Biden is that, given the only realistic alternative in Kamala Harris, the potential upsides arent clearly worth the chaos of starting over w/ 4 months left on an infamously awkward flop.
It's a gamble only worth making if you think Biden's doomed.
Still waiting on final results, but looks like the GOP will win 7 House races by <1%, w/ the tipping point (seat
#218
) being NY-17 at R+0.8.
#222
CO-03: R+0.2
#221
CA-13: R+0.3 (Estimate)
#220
MI-10: R+0.5
#219
IA-03: R+0.7
#218
NY-17: R+0.8
#217
AZ-01: R+0.9
#216
NY-22: R+0.98
Re: CA-27, there are currently ~1 mil unprocessed ballots left in LA.
Assuming an even distribution, there are ~80596 votes left to count in CA-41, meaning Smith needs to win 59.7% of them to make up her 15633 vote deficit.
For reference, Smith got 56.5% of the last batch.
Super important question downballot: does Harris get a home state bonus in California?
There’s enough Democratic targets there to flip the House on California alone - including three in double-digit Biden seats, and upwards of seven who are potentially vulnerable.
So, if Warnock wins tonight by a larger margin than November, as expected, wonder if the GA legislature finally abolishes the runoff.
I assumed they’d do that after the 2021 runoffs, but instead they cut the runoff period by a month, which ironically seems to bs helping Warnock.
Reminder that the super predictive poll Selzer’s famous for is her final one.
However, EXTREMELY obvious why Democrats are currently going all in on contesting IA-01 and IA-03.
Their internals must be similar to what Selzer’s currently telling us - Iowa’s looking good for them.
Everyone’s already pointed this out, but while this an okay poll for Monica Tranel, who’s still within range of flipping MT-01, it’s absolutely catastrophic for Jon Tester.
Tester needs to carry MT-01 by ~9% to win. A 1% lead implies he’s down high single digits statewide.
“In the 19 district-specific polls conducted after the June 27th debate, Frontliners and Red to Blue candidates remained resilient, with no poll showing atrophy in their support from prior instruments.”
OH SO NOW THEY ADMIT THE DOWNBALLOT WAS FINE
New DCCC memo cites polling that has Frontline Dems leading R challengers by avg of 8 points.
Plus, memo predicts “renewed enthusiasm from Democratic and independent voters, voters of color, and younger voters.” Harris effect?
There does not exist a rating category stronger than Safe. But if one existed, North Carolina Gov would certainly qualify for it - Robinson practically doesn’t even have a campaign anymore.
I've confirmed that
@markrobinsonNC
is down to just three campaign staffers -- there were more resignations beyond the four senior campaign staffers named in today's announcement:
#ncpol
The funny thing about ppl pointing to OR Gov regarding a three way race is that it proves the exact opposite case.
Johnson’s spoiler candidacy turned what should’ve been a comfortable D victory into a 3% race. And AZ is a Biden+0.3 state.
Dems need to make sure Sinema retires.
Ya know, the Andy campaign is now sitting on a MASSIVE cash pile that they no longer need.
Given that NJ-07 will prob be the only competitive federal race, and also STRONGLY supported him during the conventions, here’s to hoping he invests a lot of those funds into the district.
I'm not the first to mention this, but the fact that Beshear is running >30% of every of the Democrat, in a Trump+26 state, is a VERY bullish sign for him.
Would much rather be Beshear atm.