Election 2024 Quick Takes
At some point in late November or early December, I'll be back with my comprehensive breakdown of election 2024, painful as it will be to motivate myself to write. But in the time being, here are some takeaways I've cobbled together in the last 48 hours.....
2020 was 1976 and 2024 is 1980--Four years ago, Biden put together an unwieldy and incoherent winning coalition structurally comparable to what Jimmy Carter put together 44 years earlier. It didn't make sense for any kind of governing mandate and showed signs of coming apart amidst an insurgent populist movement from the right that was capturing the imagination of an aggrieved working class. After a period of inflation, rising crime, and poorly timed foreign policy entanglements, the incumbent party had a low approval rating and was challenged by the face of that conservative populist movement. The unhappy public behaved the way unhappy electorates always do and installed the challenger. While the Dobbs ruling and general demographic changes since 1980 likely prevented Harris from facing an electoral wipeout to the same degree that Carter did, the Democratic Party is left with a shrinking, geographically limited and operationally useless husk of a coalition in the aftermath of the realignment.
She Couldn't Overcome These Fundamentals--A full 72% of the country was unhappy. Harris would have really needed to pull a rabbit out of her hat to overcome that. Biden had a 40% approval rating and could probably have been beaten by a ham sandwich. Harris wasn't Biden which kept her in the game but it was gonna be hard as his Vice-President to build up enough distance from him.
Follow the
Registrations--The number of people registering as Republicans has gone
up in the last four years and the number of people registering as
Democrats has gone down. That should have been a much more obvious
warning sign that this wasn't gonna end well.
Running on Democracy Was a Loser--I get the Harris campaign's dilemma here. They had to lean into what they figured was their likeliest path to victory, appreciating that courting one group would be to the exclusion of another. Given that Harris's party was already in power and her challenger had a slate of moronic but easily digestible populist policies, it would have been really tough to run on a package of deliverables and compete with him. So she went back to the playbook that Biden abandoned early on of begging voters to care about January 6th as much as Beltway insiders do. Attempting to disqualify your challenger is typically not the closing message of a campaign confident that it's about to win, but it was probably the best weak hand she could play. For the last few days of the campaign, I began to doubt myself and wonder if it was working, but my instincts were right.
At Best, Abortion Was a Zero-Sum Game--Exit polls would seem to confirm that running on Dobbs largely flopped. It may have prevented further losses in such a bad electoral environment, but women still shifted three points toward Trump compared to four years ago. And I'm not surprised men responded the way that they did. The critical mass of abortion messaging in all of this year's Democratic advertising left little time for saying anything to men beyond scolding them for not prioritizing women's reproductive rights. The result was the 2014 Mark Udall Senate result at a national level.
Where Does Reproductive Rights Messaging Go From Here?--Hard to see how this issue goes away but its salience was vastly overestimated. An "undecided voter focus group" on cable news included a couple of women who were torn between their preference for Harris over abortion rights versus their preference for Trump over the economy, but leaned toward Harris. When it was explained to them that their state (can't remember which) already protected abortion rights and wouldn't be affected by Presidential policy, the women changed their minds and decided they leaned Trump after all. As long as it was only women from other states being denied control over their own bodies, they were okay with it! I took a mental note of this conversation and connected the dots to the gun issue. Until voters are affected personally by violence, it's a "you problem" and has limited salience at the polls. I suspect this partly explains Harris's horrific underperformance in so many blue states, and it makes me question how the Democrats can update their messaging on the reproductive rights issue moving forward.
The Border
Mattered--If Trump won, I was prepared to come on here and rage on about
three years of astonishingly incompetent border policy being the
primary driver, but to be fair, the issue's salience wasn't as
abundantly obvious as I expected. Still, there's plenty of connective
tissue here to the biggest demographic story of the night....the
double-digit shift to Trump among Hispanic voters. After Obama's 2012
re-election powered by record margins from Hispanic voters, the
Democrats got it in their heads that they were single-issue immigration
voters motivated entirely by maximizing the share of the population who
"looks like them". It turned out the only constituencies for lax border
policy were the tech sector, Ivy League college faculty members, and
the Wall Street Journal editorial page. Working-class Hispanics wanted
no part of it.....and had kind of hoped the Democrats would be able to
talk to them about something else in the past 15 years. Since they
didn't, the Hispanics moved on to the other guys.
For the Love of God, Can We Stop Saying This?!--After several years of insisting upon calling Hispanic people Latinx despite their repeated requests for us not to, elites on the left and in the Democratic Party seem to have finally gotten the message. Now I humbly ask if we can scrub another poisonous term from our vernacular....."someone who looks like me". It's so reductive....and so counter to the mandate voters are sending us through a megaphone.
Selzer Torpedoes Her Reputation--Many of us in Democratic electoral analysis circles failed to take our own advice and beclowned ourselves worshiping at the altar of Ann Selzer's Des Moines Register poll even though it should have been painfully obvious that it was fake news. I stood by my Trump +11 prediction for Iowa, but even that was insufficient for the extent of the Hawkeye State's redness as the state went Trump +13. But I was guilty of some ninth inning daydreaming of my own about "what the Selzer poll means". In the end, it amounted to little more than fantasizing about what we'd do if we won the lottery just before we found out we weren't holding the winning ticket. Hopefully we won't be seduced so easily next time. As for Iowa, looking at its widening Republican margins compared to Minnesota and Wisconsin, it's clear that it is part of the Upper Midwest in geography only. Culturally and politically, it's poised to behave like the southern Midwest and Plains states.
Running Against a Magician--Donald Trump convinced half of his coalition to vote for him because they believed he was serious about the economic policies espoused in his campaign. He convinced the other half of his coalition to vote for him because they didn't believe he was serious about the economic policies espoused in his campaign. That's one helluva magic trick and I don't know how mere mortals can run against it.
How The Hell Do We Reach People in the 2020s?--In our fragmented media landscape, outreach to voters disconnected from the fast-shrinking legacy media bubble has become a herculean challenge. For most young people in particular, all information is filtered through the podcast bros and Big Tech's algorithms. We don't stand a chance unless we can figure out how to crack this information firewall.
The
Future is Autocracy Revisited--Once again, Republicans break things and get
rewarded for it. After bringing the state of our legislative branch to
paralysis, the public got annoyed and the GOP presented them with the
solution.....an authoritarian strongman who doesn't follow the rules yet
cosplays with a copy of the Constitution in hand as he violates it. The
public loves it so much they ask for a second helping. After Tuesday
night, I don't see how challenging this dynamic within the confines of
our constitutional system can ever again be expected to prevail in the
court of public opinion. Either you get on the bandwagon and take
advantage of your newly granted Presidential license for unlimited
criminality to make the trains run on time or you get bulldozed by a
challenger who does. Either way, July 1, 2024, when the Supreme Court ruled the President is above prosecution, will go down as one of the most consequential and destructive days in American history, orders of magnitude worse than September 11, 2001.
4 Comments:
I’m still pissed that Casey almost certainly lost but other than that Dems dodged a bullet by holding AZ, NV, WI, and MI.
Still it’s going to be pretty much impossible to win the Senate in 2026 as the only winnable seats appear to be NC and ME, unless you think Ernst in IA is somehow beatable in a Trump midterm (I don’t).
Hard to see a silver lining in the events of November 5, but the Dems did come extremely close to scoring an inside straight in those Senate races from battleground states that they lost to Trump. Late in the evening on Tuesday, it was looking like all of them could be lost. It does appear that Bob Casey has his work cut out for him but it's not at all clear how many votes are left and where they're from. If NBC's elections page is correct, then it seems like a long shot he can recover.
There will be special elections in Ohio and Florida in 2026 and maybe Cornyn will retire and leave Texas open in which case Colin Allred could give it another try. Mary Peltola could conceivably beat Dan Sullivan in Alaska if the environment is right. Those are all odds-against but that's what we knew we'd find after inevitably losing the Senate in 2024. I suspect it'll be a generation before the Dems can take the Senate again unless there's another major realignment post-Trump.
Curious if you made any predictions this cycle. I was the only one on the new DKE offshoot The Downballot to predict a Trump win. Is that what you anticipated would happen as well?
I had actually predicted 291-247 Harris with her only losing Georgia from 2020. 2022 tricked me into thinking the polls were gonna be right in WI/MI/PA and underestimate her in AZ. The senate I had 52-48 R like you and I thought the House would got 218-217 Dem (I’m surprisingly only a couple seats off).
I have more hope for a special election win in OH vs FL at this point. That state is so gone that even Matt Gaetz would probably win a senate race there even in a Trump midterm.
I appear to have been half right about the MN-House in that it would be hard for Dems to lose it with Trump on the ballot. They ended up losing three seats and having a tie there. Trump appears to again have helped Republicans outstate and in one of the Mankato area seats that Dems lost in 2020 but got back in 2022 but that Dems couldn’t pick up Harris seats in the Twin Cities suburbs to make up for them.
I think we were both right after the 2020 results when we said that COVID basically just deferred a Trump second term for four years.
There were a number of tea leaves that tipped me off that this would be another Trump election where he outperformed the polls. When even the Harris campaign acknowledged they were down with Hispanics, I knew that probably represented a problem with the poll modeling. And sure enough, the states where the polls were most off were heavily Hispanic states like Texas, Florida, and Arizona.
I never formally made House predictions but I gave the Dems 50% odds of taking it. Somewhere along the way, the House landscape has become very favorable to Dems as the voter concentration that used to disadvantage urban Dems is now disadvantaging rural Republicans. The Dems can lose the generic Congressional ballot by 3 points and still win the House. That would have been unthinkable a decade ago and bodes well for the cycles ahead, including 2026.
Agreed that Ohio is much more likely of a special election flip than Florida. Florida is now where Georgia was 15 years ago.
Surprised the Dems held up as well as they did in the Minnesota House. The fact that they couldn't drag Mark Munger across the finish line in the Duluth area shows the magnitude of the realignment and how tough it's gonna be to win majorities in the future, especially in the state Senate.
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