Electionate Moves to The New Republic

After five months at this website, electionate has moved to a new home at The New Republic. From now on, content will be posted at the following website: www.tnr.com/blogs/electionate

Before signing off, I want thank Aaron Hardy, who made this website and paid for the URL. I’d also like to thank The New Republic for this fantastic opportunity. The chance to get paid to do something you were doing for fun doesn’t come around very often and I’m grateful for their confidence.

Sometime over the day, this website will automatically redirect to the new location at TNR.

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Obama’s Problem With White, Non-College Educated Voters

This was originally posted at TNR’s The Plank.

One demographic has plagued Obama since his primary duel with Hillary Clinton: white voters without a college degree. Although Obama ultimately won enough white non-college voters to win the presidency in 2008, his performance was underwhelming by historic standards. And over the last four years, Obama’s already tepid support among white voters without a college degree has collapsed. At the same time, the “newer” elements of the Democratic coalition—college educated and non-white voters—have continued to offer elevated levels of support to the president. The latest polls show this trend continuing, indicating an unprecedented education gap among white voters—a gap that could put Obama’s electoral chances in jeopardy.

Let’s dig into the numbers. Since February, 25 state and national polls from Quinnipiac and Pew Research disaggregated Obama’s standing against Romney by educational attainment. The dataset has weaknesses, as the Quinnipiac state polls sample six somewhat unrepresentative East Coast states. Even so, the degree of consistency across the six states and the six national polls is striking: Of the 25 polls, 22 show a larger drop-off among non-college educated white voters.

On average, Obama has lost nearly 6 percentage points among white voters without a college degree. Given that Obama had already lost millions of traditionally Democratic white working class voters in 2008, this degree of further deterioration is striking. In the three national polls conducted since April, Obama held just 34 percent of white voters without a college degree, compared to 40 percent in 2008. Thirty-four percent places Obama in the company of Walter Mondale, George McGovern, and the 2010 House Democrats. These are landslide numbers.

At the same time, college educated white voters continue to offer 2008 levels of support to the President. In the same 25 polls, Obama lost an average of just 1.5 percentage points among white voters with a college degree. The national polls show Obama holding just as well, and the most recent Pew poll actually shows Obama improving on his 2008 performance among college educated whites.

The uneven decline of Obama’s 2008 coalition has opened an unprecedented education gap among white voters. The current polls show that the education gap could nearly double, at least if Romney can persuade the undecided white working class Obama ‘08 voters with reservations about Obama’s performance. In 2008, Obama lost white college graduates by four points and whites without a college degree by 19 points. If the national polls are correct, and Obama currently holds approximately 35 percent of the white non-college vote, then Romney has an opportunity to win white non-college voters by 30 points. If Romney does so, the education gap would increase from 15 points in 2008 to 26 points in 2012. For comparison, the vaunted gender gap was 14 points in 2008 and 13 points in the most recent Pew poll.

The emerging education gap could rejigger the electoral map, leaving Obama well positioned in states where Obama is less dependent on the support of white voters without a college degree—the educated and diverse mid-Atlantic and southwestern states—but giving Romney an advantage in states where Democrats need white non-college voters—the traditionally Democratic Midwestern states, where nearly half of Obama’s 2008 supporters were whites without a college degree.

Of course, there’s no guarantee that the growing education gap manifests uniformly across a diverse country. In 2008, Obama received about the same share of white voters without a college degree as Kerry in 2004, but that national-level stability belied big regional shifts. Obama had made significant gains among white working class voters in the Midwest and West, vaulting traditionally Republican states like Montana and Indiana into the toss-up column. At the same time, white working class voters in greater Appalachia and much of the rural South either didn’t vote or switched to McCain, leaving Obama routed in historically competitive states like West Virginia and Arkansas.

Unfortunately, there isn’t yet enough data to determine the geographic distribution of Obama’s white non-college defectors. Even so, wide variance in Obama’s dependence on white non-college voters points toward the possibility that Obama’s chances in Wisconsin could be in jeopardy, even as Obama’s narrower margins in Virginia and North Carolina appear intact. This means that Obama’s strong showing in the Wisconsin recall exit poll takes outsized significance in this context. If Obama’s enduring strength among educated and non-white voters keeps Obama competitive in traditionally Republican states like Virginia and North Carolina, but Romney doesn’t get his end of the bargain in Democratic-but-white-working-class states like Wisconsin, the electoral map starts to look a lot better for Obama. On the other hand, Wisconsin’s demographics give the Romney campaign cause to at least initially contest the state, even if the current polling looks unfavorable.

There is, however, a potential upside for Obama in all this: Despite the president’s diminished standing among less educated white voters, Romney has not yet convinced disaffected voters to join his cause. Instead, many of these voters remain undecided, and Romney still trails McCain’s eventual tallies in many of these polls. In all but one of the 25 polls, less educated whites were more likely to be undecided than college educated whites. In the six national polls, 5 percent of college educated whites were undecided compared to 9 percent of whites without a college degree.

Romney’s road to victory starts with consolidating disaffected voters who do not approve of the President’s performance. Unsurprisingly then, the Obama campaign’s initial wave of advertising appears well-suited to disrupting those efforts. Depicting Romney as a plutocratic corporate raider seems likely to resonate with working class voters, especially since many traditionally have voted for Democratic presidential candidates. On the other hand, most of these voters harbor deep reservations about Obama’s performance and probably voted for Republicans in the 2010 midterms. Romney’s main goal in the coming months will be to convince them to join his cause.

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Wisconsin Recap

This was initially posted at TNR’s “The Plank.”

Scott Walker cruised to a 53-46 win in the Wisconsin Gubernatorial Recall, stunning Democrats expecting a tight race after early exit polls.

Walker’s victory was built on a GOP-friendly electorate, even whiter, older, richer, and less Democratic than the 2010 midterms, let alone 2008. Seniors represented 18% of the electorate, up from 16% in 2010 and 14% in 2008. The non-white share of the electorate fell from 11% in 2008, to 10% in 2010, to 9% in 2012. 20% of voters made more than $100,000/year, up from 16% in 2010 and 19% in 2008. Only 34% of voters identified as Democrats, compared to 37% in 2010 and 39% in 2008.

Although Barrett exceeded Kerry’s margins in densely populated and heavily Democratic Milwaukee and Dane (Madison) Counties, Barrett fell well behind Democratic benchmarks across the rest of the state, outright losing many Kerry/Gore counties in the state’s populist/progressive southwestern quadrant. In the traditionally Republican Milwaukee suburbs, Walker won more than 70% of the vote, including 72% of the vote in populous Waukesha County. No GOP presidential candidate has ever received more than 72% of the vote in Waukesha County, or at least not since 1892.

Despite Walker’s impressive showing and the GOP-friendly electorate, exit polls showed Obama leading Romney among recall voters by 7%, 52-45. Although the large contingent of Obama-Walker voters seems to have surprised at least a few analysts, the exit poll was highly consistent with pre-election polling. According to the Washington Post, 59% of Obama-Walker voters were independent and 52% considered themselves moderate.

The Walker-Obama phenomenon might seem counterintuitive, but recall that independent voters support candidates of exceptionally different ideological perspectives all the time. Many independent voters are independent precisely because they are less invested in the ideological battles that dominate partisan politics, so we can’t be surprised that they’re willing to cast ballots for candidates with seemingly contradictory ideological positions.

Since independent voters don’t necessarily cast their ballots on firm convictions about the appropriate role of government, likability and personal characteristics might provide a simple explanation. A pre-election Marquette poll showed that Obama and Walker were viewed favorably, while most voters were skeptical of Barrett and Romney.

Some have argued that Obama’s 7% advantage is actually a sign of weakness, as Obama won the state by 14% in 2008. A similar shift nationally, these analysts contend, would put Obama’s reelection in jeopardy since he won nationally by 7% in 2008. This argument has three weaknesses.

First, the Obama-Romney numbers should be considered in the context of a GOP-friendly electorate. The general election is likely to bring an increase in youth and non-white turnout, even if Obama can’t replicate his 2008-showing. A 7% advantage yesterday might be indicative of a much larger advantage with a more neutral electorate.

Second, Wisconsin is an extremely white state. Since 2008, Obama has bled considerable support among white voters, even while maintaining the overwhelming support of African American and Hispanic voters. As a result, we would expect Obama to lose a larger share of his 2008 support in Wisconsin than the rest of the country.

Third, Obama’s 14% victory in 2008 is not representative of Wisconsin’s political leanings. Kerry and Gore won Wisconsin by less than 1% in 2004 and 2000, and Obama’s 7% lead is somewhat more impressive in that context. Relatedly, it would not be surprising if Obama’s standing fell more in Wisconsin than elsewhere, since his big win was built on a large number of Bush voters. That wasn’t nearly so true nationally, as much of Obama’s gains were the result of changes in turnout and big improvements among non-white voters.

On the other hand, weak turnout among core Democratic constituents illustrates the challenges ahead for the Obama campaign. There is no guarantee that young and non-white voters turnout to the same extent they did in 2008 and conservatives are clearly energized. In this context, the Obama campaign’s decision to invest millions of dollars in the ground game and turnout operation is unsurprising.

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Wisconsin Live Blog At TNR

Live blogging at TNR tonight. The link is here.

This doesn’t represent a final home for the blog.

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Wisconsin Gubernatorial Recall Election Preview

After the contentious dispute over collective bargaining and the high-profile effort to recall Governor Scott Walker, the Wisconsin gubernatorial recall election has deservedly received considerable national attention.

Many polls show a close race, but every public poll of likely voters has shown Walker with a clear lead. Most significantly, every non-partisan poll since April has shown Walker with at least 50% of the vote.

The situation is somewhat more complicated and uncertain than Walker’s big advantage in the RCP advantage suggests. Complexity and uncertainty has given Democrats cause to hold out hope for four reasons.

First, several Democratic pollsters have released internal polling data showing Barrett more competitive than public polls. While internal polls are leaked often, the sheer number of internal Democratic polls is somewhat unusual. Even though these polls show a more competitive race, Barrett’s path to victory still looks narrow, as Walker is at or above 49% in every poll. To me, Walker’s 49% floor is the single most important data point heading into tonight’s election.

Second, Democrats have tended to outperform their final standing in public pre-election Wisconsin polls. Although that is a relatively consistent trend, the average gain in the four contests I considered (2010 Gov/Sen, 04/08 Pres) is a net-2.5% in the RCP average, far from sufficient to overcome Walker’s 6.7% lead in the RCP average, or even Walker’s 5% advantage if one is inclined to exclude a recent online WAA poll.

Third, Walker’s lead rests on the relatively GOP friendly electorate assumed by most public polls, leading some Democrats to hope that better than expected turnout might rebalance the race in their favor. Last night, for instance, PPP found that their sample of likely voters supported Obama by 7% in 2008, compared to his actual 14% win, suggesting that a large number of Democratic voters have dropped out of the electorate.

Some of the gap can be attributed to off-year turnout patterns. Young and non-white voters typically turnout less in off-year elections. Even if the recall is more like a Presidential election than a midterm, Obama’s not on the ballot and Democrats should count on replicating 08′ level youth or non-white turnout. It is also worth noting that the PPP poll’s predicted electorate is friendlier to Democrats than the 2010 midterm electorate, which voted for Obama by just 5%. The bottom line is that turnout is always a question. That’s why we count the votes. Absent a compelling reason why the polls should systemically understate Democratic turnout, I’m not inclined to assume the polls are wrong even though they obviously could be.

Fourth, some say that Barrett has some late-game momentum. While there might be traces of momentum if you squint properly, it’s far from clear in the polling. Most importantly, there isn’t any evidence that Walker is slipping. If Walker is at 50%, it doesn’t matter how much Barrett surges.

If Walker wins as anticipated, he’ll start by building huge margins in the extremely conservative suburbs outside of Milwaukee. Walker’s performance in the Milwaukee suburbs was astounding: his 71.4% in Waukesha County was better than any Republican presidential candidate since Harding. Last night’s PPP poll showed Walker with 70% in the Milwaukee suburbs, suggesting that Walker can again count on elevated support in these conservative bastions.

Barrett’s challenge is to overcome Walker’s huge advantage around Milwaukee. The former Milwaukee Mayor will start in his home city of Milwaukee and Madison’s Dane County, home to the State Capitol, the University of Wisconsin, and many of the public-sector employees targeted by Walker’s reforms. The question, however, is how much room Barrett has to grow. In the 2010 midterm, Barrett won an impressive 68% of the vote in Dane County, actually exceeding Kerry 66% and Gore’s 61%. Similarly, Barrett won 61.6% in Milwaukee County, just short of Kerry’s 61.7%.

Given that Madison was ground zero of the collective bargaining fight and that Barrett is a former Milwaukee Mayor, it isn’t hard to envision how Barrett could improve over his 2010 standing. Will Barrett improve by as much as Walker did in the Milwaukee suburbs? The last PPP poll says no, as they showed Barrett up 61-35 in Milwaukee County.

If Dane and Milwaukee Counties can’t overcome Walker’s advantage in the Milwaukee suburbs, Barrett will need a showing across the rest of the state, which we can roughly divide between rural Wisconsin and northeast Wisconsin.

Unlike many states, rural Wisconsin is quite competitive and Democrats can usually count on a strong performance in the progressive/populist southwestern quadrant of the state. In 2010, Walker made big inroads into many counties won by either Kerry or Gore, and these counties will provide a nice indication of who has the advantage.

Even if Barrett recaptures lost ground in southwest Wisconsin, he might still need to make up the ground lost in the Milwaukee suburbs, so his burden across the countryside might be greater than Kerry or Gore.  If these traditionally Democratic areas aren’t enough, Barrett might need to compensate with a strong showing in northeastern Wisconsin, including Green Bay, Madison, and Appleton.

If the election is close, Barrett won’t win northeastern Wisconsin, but perhaps he reduce Walker’s margins by enough to make up for losses outside of Milwaukee. If he can’t do that with a big showing in Madison or Milwaukee, the relatively moderate and well educated Appelton-Oshkosh area might be a decent alternative. Obama did exceptionally well there in 2008, suggesting that some of these voters are persuadable.

The Wisconsin electorate is closely divided with Walker at or near 50% of the vote. Although Barrett might have a narrow path to victory, Walker enters election day with the  advantage. Republicans are clearly energized and it’s always unwise to bet against a candidate standing at or above 49% in every poll.

Live blog tonight!

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When Does Turnout Matter?

I’m pretty busy today (most of the Wisconsin coverage was written this morning after midnight) but this is a question I get frequently and it deserves a quick answer.

Jeff Greenfield asked his twitter followers (not directed at me specifically): “Unless we’re talking about a landslide–LBJ ’64, Nixon ’72, Reagan ’84–When does an election NOT come down to “turnout”? (serious question).”

The answer is that turnout matters more as polarization increases. We can quantify this pretty easily. Imagine that candidate X has 65% support among party A and 35% support among party B heading into election day. If candidate X can boost party A turnout by 1% at the expense of party B, candidate X will gain .3% or a net .6%.

Now suppose that, in a different election, candidate Y holds 95% of the party A vote but just 5% of the party B vote. Now, turnout matters much more. If candidate Y boosts party A turnout by 1%, candidate Y will gain .9% or a net 1.8%.

This reasoning can be applied to different demographics, not just party support. For instance, with the chasm between white and non-white voting preferences historically large, the racial/ethnic composition of the electorate matters more than usual. This helps explain why low turnout devastated Democrats to the extent that it did in 2010.

Taken to an extreme, one can imagine a hypothetical electorate so polarized that turnout was the only question in the election. Conversely, turnout wouldn’t matter less if every group of voters was evenly divided.

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Does Wisconsin Say Much About November?

With Scott Walker poised to win the bitterly contested Wisconsin recall, political analysts are gearing up to write about how the results augur poorly (or perhaps well, if things go that way) for Obama’s chances in November. Regardless of the outcome, the recall doesn’t say much about Obama or Romney’s chances for one fundamental reason: there are plenty of Walker voters who currently lean toward Obama.

Walker and Obama don’t have much in common, but they actually share a decent chunk of the Wisconsin electorate. Every Wisconsin poll has shown Obama doing substantially better than Barnett, pointing toward a large number of Walker-Obama voters.

Wisconsin Polling End Date President Governor Obama-Barnett
Marquette

26-May

D+8 R+7 O+15
WPR/St. Norbert

22-May

D+6 R+5 O+11
DailyKos/PPP

13-May

D+1 R+5 O+6
Marquette

12-May

D+0 R+6 O+6
Rasmussen

9-May

D+4 R+5 O+9
Marquette

29-Apr

D+9 R+1 O+10
DailyKos/PPP

15-Apr

D+6 R+5 O+11
Average D+4.9 R+4.9 O+9.7

This is somewhat of a new development since 2010, when the Barnett-Walker vote was split right along lines of Presidential approval. In the exit poll, 86% of voters who approved of Obama voted for Barnett, while 86% who disapproved voted for Walker. Of course, just 46% of Wisconsin voters approved of Obama’s performance in 2010.  If Walker wins tomorrow, the polls suggest he will do so by winning over voters who approve of President Obama’s performance, even if many of those voters are the same ones that disapproved of Obama two years ago. While it might seem that support for Walker in a divisive partisan recall would approximate opposition to Obama in a divisive and partisan general election, the polls suggest that’s not the case, making it difficult to argue that the results mean much for Obama’s chances.

While the recall results might not teach us much about the November election, the exit poll might have bigger lessons. At the very least, the exit poll will clarify one important difference between the recall and the general: the composition of the electorate. The recall electorate is likely to be whiter and older than the 2008 or 2012 electorate, and any effort to draw lessons from the recall to the general must be viewed in that context. At the same time, low youth or minority turnout might clarify the challenge of reassembling a coalition consisting of low-turnout voters.

More significantly, the exit poll will probably ask about Obama’s approval. If the results are consistent with the current polling, the exit poll will probably show Obama in a decent position. Conversely, if the exit poll shows Obama with middling support in Wisconsin, that would be the biggest lesson of the night. Either way, we’ll learn more about the November election from this question than the results of the recall.

While some will interpret a Walker victory as an ideological triumph presaging a broader shift in Wisconsin’s political leanings, the recall election carries little meaning for November. Plenty of Wisconsin independents approve of both the President and Governor Walker, view them favorably, and intend to vote for both, even if it is tempting to assume that support for a Governor who restricted collective bargaining rights is mutually exclusive with support for a President who enacted health care reform.

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Electionate Moving to The New Republic

Over the next week, Electionate will be moving to a new home at The New Republic. Until a new blog is built on the TNR website, I’ll be laying out themes familiar to longtime readers on the TNR’s “The Plank” blog.

TNR agreed that the blog would continue to provide non-partisan and non-ideological analysis without any expectation or requirement of substantive changes in content, and I hope that conservative readers will continue to follow the blog.

If the technical side permits, a full transition should be completed over the next week or two. In the interim, expect day to day blogging to continue at this website, and I’ll pass along the new location when it becomes available.

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Not Much Evidence of Bain Blowback, Yet

In 2008, Obama compensated for a lackluster performance in many traditionally Democratic white working class areas by winning historic margins in affluent suburbs. Since then, Obama’s relationship with Wall Street has soured. In recent weeks, the Obama campaign has embarked on an expensive effort to tarnish perceptions of Mitt Romney’s business record at Bain Capital, resulting in a number of high profile defections from pro-business Democrats.

Many prominent analysts have contended that Obama’s efforts risk alienating affluent voters, one of Obama’s strongest groups relative to past Democratic performances. It is probably too early to make definitive claims about the consequences of the Bain saga, but it’s worth noting that there isn’t yet much evidence that Obama’s attacks on Bain Capital or the ensuing backlash have eroded Obama’s support.

Gallup’s tracking poll shows Obama holding firm among voters in households making more than $90,000/year:

Gallup Tracking Obama Romney
May 7, 2012 May 27, 2012 45 49
April 30, 2012 May 20, 2012 44 50
Apr 23, 2012 May 13, 2012 45 49
Apr 11, 2012 May 6, 2012 45 49

If the backlash against Obama’s attacks on Bain Capital could be expected to materialize anywhere, it might be New York State. Yesterday, Quinnipiac released a new poll of New York showing Obama at 2008-levels among both affluent and educated voters, with no evidence of an Obama slip since prior polls.

New York; >$100k/year
Release Date Obama                                                     Romney
6/1 55% 37%
4/5 55% 40%
2/16 53% 40%
2008 Exit Poll 56% 43%
New York; White College Graduates
Month Obama Romney
6/1 58% 31%
4/5 60% 33%
2/16 55% 40%
2008 Exit Poll 58% 41%

If you watch cable news or follow the punditry, you might think that Bain has been a disaster for Obama. While the dissent of prominent Democrats on Sunday morning talk shows might seem like a big deal, the overwhelming majority of voters are oblivious to Corey Booker’s musings, and perhaps especially those critical voters watching the two minute Bain advertisement in Ohio. The real question is whether Obama’s advertisements are resonating with persuadable voters in swing states, not whether Obama campaign surrogates maintain a consistent message in national outlets. Obama’s Bain strategy might eventually prove counterproductive. In the mean time, there isn’t much evidence either way.

*Updated at 11:54AM, Sunday 6/3. Initial version incorrectly said McCain won 44% of white college graduates in 2008.

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Battleground in the Mid-Atlantic

Today, NBC News/First Read reported that the Obama and Romney campaigns are flooding the Virginia and North Carolina airwaves with political advertisements. Five of the six most inundated media markets lay in these two Mid-Atlantic States, which might be surprising to those who follow more traditional sources of political analysis. Karl Rove placed these two states in the first tier of his “3-2-1” strategy, implying that these traditionally Republican states should be among the first to return to the GOP column.

Long time readers know that Obama’s coalition in Virginia and North Carolina is unusually resilient. In both states, Obama depends on a coalition of educated, upscale, suburban whites and minorities. Nationally, Obama has suffered uneven losses, as most of his defectors are whites without a college degree. With relatively few working class white supporters to lose in North Carolina and Virginia, the two Mid-Atlantic states appear to have moved toward the Democrats, although it is more accurate to say that the rest of the country has moved away from Obama faster. The bottom line: so long as Obama maintains his support among college educated whites and minorities, Obama will be competitive in these states.

There should be no surprise that Obama is investing heavily in Virginia and North Carolina. Somewhat more surprising is Romney’s decision to fight dollar for dollar in the Tar Heel State. The sheer size of Romney’s investment suggests that the Romney campaign’s polling shows Obama extremely close, or even leading. That doesn’t necessarily make Obama the favorite in North Carolina, since Romney could have an advantage among the remaining voters, so long as the Romney campaign fights vigorously for their support, unlike McCain in 2008. One wonders whether the GOP’s failure to vigorously contest North Carolina in 2008 has something to do with Obama’s uncanny resilience in 2012.

North Carolina could play a decisive role in a close national election, but Virginia and North Carolina are so similar that Virginia is likely to remain somewhat to North Carolina’s left. As a result, North Carolina can only play a critical role when an Obama victory in Virginia is insufficient to win the Presidency. For instance, Obama could rely on North Carolina to compensate for hypothetical losses in the Midwest. Since that scenario is relatively unlikely, a fierce race in North Carolina might be most important as an indicator of Romney’s problem in Virginia. If North Carolina is close enough to merit considerable GOP expenditures, then Obama might have a meaningful advantage in Virginia. Romney’s victory path gets pretty narrow without Virginia, so it might be fair to say that Obama currently has an Electoral College advantage by the margin of Virginia, so long as the two campaigns are locked in hand to hand combat further south.

 

 

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