Some Soothing Figures

Among the Substack newsletters I regularly receive are those from Heather Cox Richardson–whom I often quote– and Robert Hubbell. One of Hubbell’s recent missives contained some very welcome information and analysis.

Hubbell began with his frequent admonition that Democrats should be confident, but definitely not complacent–that we will need to work hard to turn out every anti-MAGA voter in November. But that said, he made two very important–and comforting–points:

Trump is running his campaign as an incumbent president. He has accomplished a hostile takeover of the Republican Party apparatus. He has threatened to banish any Republican who supports or donates to his opponents. Under those circumstances, anything less than a Soviet-style win of 100% is a failure.

So, against that backdrop, Trump’s loss of 40% of the vote in the South Carolina primary is devastating. It is particularly bad because he lost 40% in a state that is more favorable to him than almost any state in the union—because of its strong presence of white, older, evangelical voters (60% of voters are white evangelical or born-again Christians). Losing 40% of the vote under those circumstances should send shockwaves through the Republican establishment.

As Hubbell quoted Axios:

If America were dominated by old, white, election-denying Christians who didn’t go to college, former President Trump would win the general election in as big of a landslide as his sweep of the first four GOP contests.

It’s not. That’s why some top Republicans are worried about the general election in November, despite Trump’s back-to-back-to-back-to-back wins in Iowa, New Hampshire, Nevada and South Carolina.

Or, as Josh Marshall of Talking Points Memo put it, Face It: This is a Weak Showing for Trump in South Carolina.

It is not merely that Trump lost 40% of the vote. It is also that 50% of those voters said they would not vote for Trump if he became the nominee—which translates into 25% of Republicans who will not vote for Trump!

One quibble: it translates into 25% of the Republicans who went to the polls in the primary who will not vote for Trump in the General. Some of those voters will stay home in November, but that percentage probably is also predictive of the percentage who didn’t vote in the primary but who will vote in the General.

Hubbell’s most reassuring–and eye-opening– analysis, however, was his discussion of contemporary polling, and its demonstrable bias.

Polls do not “predict” outcomes of races; rather, they predict ranges of outcomes at different levels of confidence. But on average and over time, polls should cluster around the actual outcomes. That is not happening with polling regarding Trump.

Instead, the polling averages have consistently overstated Trump’s support—something the media and pollsters have ignored or excused. At some point, they should simply admit that their polling models are broken and overstate support for Trump.

Adam Carlson posted the following on Twitter, comparing Trump’s average margin of victory predicted by 538.com versus the actual margin of victory by which Trump won the first three GOP primaries:

In Iowa:

  • Final 538.com Average: Trump +37
  • Final Result: Trump +30

In New Hampshire:

  • Final 538.com Average: Trump +18
  • Final Result: Trump +11

In South Carolina:

  • Final 538.com Average: Trump +28
  • Final Result: Trump +20

Notice a pattern? The average of 538.com’s polls overstated Trump’s support by at least 7 percentage points in three primaries.

I will add that 538.com is probably the most credible of all the polling sites.

Since Hubbell’s post, Michigan held its primary, and the trend held. Trump won by roughly 42 points; the final 538 polling average had him winning by 57 points, an underperformance of some 15 points.

Hubbell is undoubtedly correct when he says that when polls show a consistent bias, there is likely to be a flaw in the methodology that warrants skepticism. Here, that flaw consistently overstates Trump’s support. As he concludes,

My point is that we should ignore the polls. We should not delude ourselves, but neither should we trust polls that consistently overstate Trump’s support. Just keep working hard and ignore the uncritical, breathless reporting about polls that have shown consistent bias in favor of Trump.

I share these little rays of sunshine to remind you–and remind myself–that the future will be what we make it. Nothing is certain–certainly not the polls.

As unsettling as it is, we live in a time where there simply are no comforting political verities, no outcomes we can confidently predict. Polls are inaccurate, artificial intelligence is creating misleading messages, media fragmentation and online propaganda encourage confirmation bias…The list goes on.

We need to “power through” this very confusing environment, separating wheat from chaff to the extent possible. We also need to reassure ourselves that, since most Americans are sane, we need to GET OUT THE VOTE.

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Beyond Cherry-Picking

A recent essay from The New Republic addressed a question that constantly bedevils me: why do people firmly believe things that are demonstrably false?

I’m not talking about questions that are simply unprovable, like “is there a God?” I’m talking about aspects of our common experience about which there is ample data from credible sources. The linked article, for example, looks into the widespread belief that America’s economy is struggling, when all of the data confirms the opposite.

In the article, Timothy Noah dubs the journalism tracking such unsupportable beliefs as the “Folklore Beat,” and provides examples:

Covid vaccines are unnecessary. Foreign aid constitutes two-thirds of the federal budget. Donald Trump won the election. Schoolteachers are trying to turn your children gay or trans. Little green men visited Area 51, and the military doesn’t want you to know.

Noah is impatient with the media’s tendency to report respectfully on the people espousing those beliefs.

I’ll grant that when misconceptions acquire a large following (though seldom a majority one), that’s news. But is it really necessary to hand a megaphone to every street-corner blowhard in America? News organizations don’t do this because they believe what the blowhards say. They do it because they’re sensitive—too sensitive, if you ask me—to any accusation that they’re out of touch with John Q. Public. And while it’s certainly necessary to document ways in which macroeconomic data fails to capture the complexities of everyday life, particularly with respect to economic inequality, how many times do I have to hear some uninformed fool expound on how President Joe Biden is mishandling the economy? He can’t prove it; he’s not trying to prove it; he just feels that way, and we mustn’t disrespect feelings.

When it comes to the economy, polling continues to show much of the public unhappy with Biden’s performance–although, as Noah notes, “the Wall Street titans on whom Biden wishes to raise taxes maintain a higher opinion of Biden’s economic stewardship than the public at large.”

Perhaps that’s because the rich watch economic matters more closely.

Speaking of the rich, Morgan Stanley recently quadrupled its prior estimate of GDP growth for the first six months of this year, and doubled its GDP growth prediction for October–December 2023, signaling that its economists no longer anticipate a recession. But only a paltry 20 percent of respondents to a CNBC  survey released the same week agreed that the economy was excellent or good. Other polls have returned similar results.

The New Republic essay enumerated the truly excellent economic facts of life–employment and paychecks up, inflation down, manufacturing returning to the U.S., etc.–and then considered reasons for the public’s evident dismissal of excellent economic news.

As with so many aspects of American life today, the answer turns out to be partisanship.

In 2016, Gallup polled voters on the economy one week before the election and one week after. During the week preceding the election, with President Obama in the White House and Hillary Clinton widely expected to win, only 16 percent of Republicans thought the economy was improving, compared to 61 percent of Democrats. One week after the election, fully 49 percent of Republicans suddenly thought the economy was improving, compared to only 46 percent of Democrats. Note how much greater this post-election swing was for Republicans: 33 percentage points, compared to 15 for Democrats….

How does voter opinion differ according to party identification on Biden’s handling of jobs and unemployment? So much so as to render the 47–48 percent figure meaningless. Among Democrats, 84 percent approve, in rough approximation to objective reality. Among Republicans, only 15 percent do.

Inflation? Only 5 percent of Republicans approve of how Biden handled that, as against 71 percent of Democrats. If the judgments of both remain less favorable than on jobs and unemployment, that’s because inflation, though greatly diminished, remains above the Fed’s target level of 2 percent (though if you ask me, 3 percent inflation is pretty low).

The inescapable conclusion is that when you ask somebody whether the economy is doing well, you won’t get an answer about the economy. You may not even get an answer about that individual’s personal experience (which may or may not reflect broader economic trends as compared to one, two, or 10 years ago). Most of the time, you’d be better off just asking, “Are you a Democrat or a Republican?” Because these days, that determines how people—especially Republicans—feel about pretty much everything. If the man on the street sounds like a blowhard, hyper-partisanship explains why. The rest is just noise.

Partisan polarization has overwhelmed reason. Tribalism now dictates interpretations of reality. And of course, thanks to the Internet and social media, it’s easy to find “evidence” to support your preferred version of even the most unlikely “facts.”

Welcome to Never-Never Land.

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Worse Than Trump

Ron Desantis (Taliban: Florida) has announced his campaign for President in a widely-mocked, glitch-filled Twitter appearance, so it may be time to re-read a February New Republic essay “A DeSantis Presidency Could Be Even Worse Than Trump.”

The sub-head is brutal: “Donald Trump was and is a lazy, ignorant narcissist. The Florida governor is a smart, motivated, very right-wing Catholic who wants to remake America as he imagines God wants it to be.”

The article preceded DeSantis’ precipitous plunge in the polls, and takes seriously the possibility of DeSantis capturing the GOP nomination. Back in February, before the general public became more familiar with DeSantis’ agenda (autocratic) and personality (wooden/off-putting/missing), the Florida Governor was viewed as relatively sane and intelligent, at least compared to Trump, and many in the public  assumed that meant DeSantis would be a better president than Trump.

The following paragraphs from the essay reminded me of a gloomy conversation I had with a friend the weekend after the 2016 election. Her most hopeful prediction–which turned out to be very accurate–was that Trump’s manifest incompetence would prevent him from actually enacting much of the damage he was promising.

DeSantis differs from Trump in several ways. While Trump couldn’t care less about “critical race theory” or transgender people, and simply throws stuff into speeches at his rallies that get the biggest reaction, DeSantis is a deeply conservative Catholic and a true believer in the culture wars he engages in. The other key difference is that DeSantis is a Harvard- and Yale-educated lawyer, while Trump skated through a bachelor’s in business where one of his professors called him “the dumbest goddamn student I ever had.”

The damage Trump was able to do was limited by his lack of discipline, ignorance of how the system worked, laziness, and lack of motivation. He is simply a narcissist who likes feeling rich, powerful, and important. DeSantis, however, is none of these things. He is not lazy. He has discipline, motivation, and an intimate knowledge of how to use the system to get what he wants. DeSantis fully intends to remake America the way he believes God would want it to be, and his knowledge of law and governmental structure allows him to do it on a scale, and with a precision, that Trump could only dream about.

The essay noted that DeSantis was pursuing what it called “one of the most aggressively authoritarian agendas in the country” by using two primary strategies: “capturing the referees and strategic ambiguity.”

DeSantis quietly packed both the Florida Board of Medicine and the New College Board of Trustees with ideological fellow travelers to bend institutions to their will. The Board of Medicine now includes campaign donors, Catholics who substitute the Vatican’s positions for that of professional medical organizations, and proponents of conversion therapy, while the surgeon general of Florida is an anti-vaxxer. 

The strategy is to move the decision-making process out of the public spotlight by giving important decision-making authority to people who can’t be held accountable at the ballot box. (Diane Ravich recently noted that DeSantis had gutted Florida’s open records law–another ploy to keep that “capture of the referees” hidden from public view.)

And that “strategic ambiguity”?

DeSantis has made persistent war on “woke” education–from public schools to state universities.

The DeSantis administration swore up and down that the “Florida Parental Rights in Education Act” (the “Don’t Say Gay” law) was simply there to protect vulnerable young children from being exposed to dangerous or obscene ideas, images, or writing. In reality, it was deliberately vague and overly broad. When schoolteachers and librarians reached out for guidance on what is allowed, they were met with silence by the DeSantis administration. This left them with the choice: Do we remove everything from school libraries, or do we risk the potential legal consequences of annoying his administration?

Back when we had a legitimate Supreme Court, employment of this tactic was repeatedly struck down for creating a “chilling effect,” that violated the First Amendment.

The article lists a truly terrifying number of ways a DeSantis administration could use these strategies in support of a radically Rightwing  culture war agenda. I would encourage you to click through and read it all if I thought this little martinet had a realistic chance to be President, or even the Republican nominee. But since February, when this essay was published, Americans have learned a lot about Mr. DeSantis.

Current polling reflects the public’s response to DeSantis’ repetitive attacks on  “wokeness” and the strategic stupidity of picking a stubborn, petty fight with Disney (Florida’s largest employer and largest tourism draw), among other unforced errors.

And really, no one wants to have a beer with this guy.

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Those Young Voters….

Anyone who has ever taught has recognized that the students who pay attention in class perform better than those who didn’t. (Those of you who just read that sentence can now say “duh”…)

As obvious as that point may be–i.e., people who pay attention know more– a lot of people fail to apply it in other contexts. A reader of this blog recently sent me a letter or column (I’m not sure which)  that had appeared in a Boston newspaper, decrying the fact that a recent poll had found roughly half of American respondents under 30 less sympathetic to  Ukraine than older Americans. The author linked that result to distrust of media, which has led to distrust of other social institutions.

The polling in question was fielded by the Economist and YouGov, both highly reputable pollsters. According to the report on its findings published by the Economist,

Ninety-two per cent of American respondents over the age of 64 said they sympathised more with Ukraine than with Russia. Yet just 56% of those aged 18-29 answered the same—a difference of 36 percentage points. In Europe the pattern looks similar. There was a 17-point difference between the shares of older and younger people in Britain who said they sympathise more with Ukraine, and a gap of 14 points in France. Young Americans were the most likely to say they sympathised more with Russia (10%), compared with 6% in France and just 1% in Britain.

One explanation for the difference was the fact that younger people tend to be less engaged in and knowledgable about politics.

Across all three countries, younger people who said that they were interested in politics were more sympathetic to Ukraine than their less-engaged peers. In Britain the gap between those aged under 30 and over 64 narrowed when factoring in that difference: from 17 points to 12.

In other words, those who were paying attention were more likely to sympathize with Ukraine.

Another likely reason for the difference between age cohorts, according to the Economist, was life experience.

 The gap between well-informed older Americans and well-informed younger Americans is still wide, at 28 percentage points. Russophobic sentiment among older adults may be more important. Those aged 65 and older came of age in the midst of the cold war. By comparison, those aged under 30 were born after 1992, a year after the fall of the Soviet Union. As Russia returns to battle, echoes of the cold war might ring louder for older generations. 

Although the Economist didn’t cite it (the letter to the newspaper did), I would attribute much of the gap to America’s very diminished levels of social trust overall. Skepticism of media and political and governmental institutions is a prominent feature of today’s America, and is understandably more prevalent among young people than among those who grew up in times when that trust–and arguably, official trustworthiness– was far greater.

A study by Pippa Norris, a noted scholar, suggests another difference between young and old: contrary to the thesis of youth apathy, Norris finds that young people are much more likely than their parents and grandparents to engage in cause-oriented political action, including humanitarian and environmental activism, rather than more traditional political activities.  I don’t think it’s a stretch to suggest that young activists who care about the environment, for example, have encountered ample reasons to distrust both business and government.

We are clearly in a time of major social change and upheaval, and how all this will shake out is anyone’s guess, but before we old folks engage in the time-honored  “dissing” of young people, I suggest we look at the numbers. Fifty-six percent of the youngest cohort sympathized with Ukraine, another 24% responded that they were “unsure.” Only ten percent sympathized with Russia. That is certainly a troubling number, but it’s fewer than the twenty-two percent of Americans (including 79% of Republicans) who have embraced “the Big Lie.”

Survey researchers will confirm that people who respond to polls will often say they are “unsure” when they really don’t have sufficient knowledge to form an opinion.(Admitting ignorance is embarrassing; suggesting uncertainty is less so.) When we look at the possible reasons for the age gap on sympathy for Ukraine, I’d be willing to wager that lack of engagement–leading to lack of knowledge–is by far the largest factor.

And when you think about it, it is also the most troubling. Not paying attention–in class or in life–is never a good sign.

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A Sanity Backlash?

In a recent column for the Washington Post, Jennifer Rubin suggests that Texas Republicans may be doing something Democrats have been unable to do: they may be turning the Lone Star State blue.

Rubin says the GOP has alienated so many voters outside its hardcore base, it has  put the state in play in 2022, when the state will elect a governor in addition to the usual congressional  and local contests.

A new Quinnipiac poll suggests Republicans’ radicalism has put them at odds with a majority of Texas voters. In the wake of the Texas law offering bounties to “turn in” those seeking an abortion after six weeks of pregnancy, with no exceptions for rape or incest, the poll reports that 77 percent of state residents say abortion should be legal in cases of rape or incest, including 66 percent of Republicans. Some 72 percent of Texans do not want the law enforced, and 60 percent want to keep Roe v. Wade in place.

Even on a quintessentially Texan issue such as guns, voters are not in sync with MAGA politicians. The pollsters found: “Roughly two-thirds (67 percent) of voters, including 58 percent of gun owners, say allowing anyone 21 years of age or older to carry handguns without a license or training makes Texas less safe, while 26 percent say it makes Texas safer. Half of voters (50 percent) say it’s too easy to carry a handgun in Texas, while 44 percent say it’s about right, and 4 percent say it’s too difficult.”

When it comes to the GOP’s incomprehensible posturing on the pandemic, the results are equally negative for Abbott and his hard-core supporters in the state legislature: polling shows that Texas voters are much closer to the positions taken by President Biden than to Abbott. Texans opine  47 – 38 percent that Abbott is hurting rather than helping efforts to slow the spread of COVID–and majorities support vaccine mandates.

Those numbers evidently persuaded Matthew Dowd, who was a former senior adviser to President George W. Bush, to run for lieutenant governor–as a Democrat.

Dowd is betting that Texans want something other than pandering to the MAGA base. “The Texas Republican politicians are completely out of step with Texas values like integrity and community and no longer govern with common sense, common decency or for the common good,” he told me on Saturday. “They put their ‘me’ over our ‘we.’ ”

If Rubin is right–if Democrats can win Texas despite the frantic gerrymandering and the  various efforts to make it harder for urban and suburban voters to cast a ballot, we may finally be seeing the results of a political strategy that has always seemed short-sighted to me: relying almost entirely on turning out the GOP base.

In order to “motivate” that increasingly rabid base, the GOP has increased its appeals to racism, conspiracy theories and general fear-mongering. Meanwhile, the percentage of Americans who claim the Republican label continues to shrink. Earlier this year, Gallup reported that–even when they included independents who “lean toward the GOP,” they could come up with only 40%, compared with 49% of Democrats and independents leaning  Democratic.

It’s worth noting, too, that not all of those Republicans and Republican “leaners” are part of the base. I personally know a number of people who still claim the label, but report being repelled by the current  iteration of a party that is anything but the adult, conservative political party they originally joined.

The problem with relying on a shrinking base is similar to the problem faced by drug addicts: you need bigger “hits” to produce the same high. But the crazier and meaner the party gets, the greater  the number of voters it turns off.

I’m trying not to get my hopes up, but there does seem to be evidence that we’ve rounded a corner–that the GOP’s manifest preference for acting out over governing has finally gone too far for the majority of citizens who will find their way to the polls in upcoming elections.

Whatever their policy differences, Democrats, Independents and the few remaining sane Republicans can all come together under that well-worn slogan: It’s time for a change.

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