Friday, October 19, 2012

October 19, 2012 Analysis

Polls included:
R+2 - Rasmussen Daily Track
R+1 - Fox News
Even - IBD/Tipp
O+1 -Battleground
O+3 - ABC/WaPo
R+1 - Survey USA

O+0.08% - Current RCP Average
O+0.46% - Average using the 2008 turnout model
R+2.27% - Average using the D+3 turnout model
R+4.47% - Average using the 2010 turnout model
R+4.52% - Average using the 2004 turnout model
R+6.22% - Average using the Rasmussen Party ID turnout model

It looks like whatever bounce Obama received from the debate on Tuesday is now gone, with the tracking polls moving back to their pre-debate status.  Independents in both Rasmussen and IBD/Tipp are now favoring Romney by about 10.

I want to be very clear about this.  If the election were held today, Romney would win.  Obama's best possible  GOTV can not produce a turnout advantage of better than a 3 point advantage, and in those circumstances Romney holds a better than 2 point advantage.  It is very likely that we have passed the point of no return for Obama.

Thursday, October 18, 2012

Senate Update - October 18, 2012

Some recent polling is out there that is causing me to shift my percentages on individual Senate races:
  • Indiana 90% - Rasmussen has recently polled this race and Mourdock is up 5 and almost at 50%.
  • Nevada 95% - Heller has this pretty much sewn up.  Two recent polls, including Rasmussen have Heller up at least 6.  Rasmussen has Heller at the magic 50% mark.
  • Wisconsin 60% - The Marist poll that give Baldwin +4 is Dem +5.  Marquette has Thompson up by 1.
  • Montana 50% - This is starting to look tough.  Rasmussen has it at a 48-48 tie.
  • Massachusetts 45% - Polling is starting to look bad for Brown, with Rasmussen showing Warren at 49 and leading by 2.
  • Virginia 50% - Allen is polling much better now WeAsk has him at +5, while Rasmussen has Kaine up 1.
  • Florida 50% - Mack is starting to look good.  Rasmussen has Nelson up 1 and even though PPP has Nelson up 11, Nelson still is at 45.  Nelson isn't even close to 50% in any poll.
  • Ohio 65% - Rasmussen has Brown at +1, and the Survey USA poll is heavily over sampled with Democrats.  Brown is short of 50% as an incumbent.
  • Pennsylvania 35% - Casey's lead has dropped in all polls, and Smith is in striking distance.  Casey is not at 50%.
  • Connecticut 35% - Murphy is still not hitting 50%, there are a lot of undecideds.
Odds of at least a tie in Senate = 90.4%
Odds of winning the Senate = 78.8%


October 18, 2012 Ohio Analysis

Since Survey USA and PPP have recently released Ohio polls, I thought it would be good to take a look at the state again.  There are a lot of nervous people out there worrying that Romney can't win Ohio and agitating for him to go after Pennsylvania or Michigan.

Don't panic, Romney is fine in Ohio.

The panic is being induced by some silly weighting samples in the Ohio polls.  They don't match anything approaching reality.  Survey USA is using a D+7, ARG has a D+9, Gravis a D+6, and NBJ/WSJ a D+11.

Since it came out last night, let's take a look at the Survey USA poll.  It uses a D/R/I sample of 39/32/26, which is almost identical to the 2008 turnout in Ohio.  With this sample they are noting Independents favor Romney by 8 points, and Obama leads by 3 points 45-42.

However, if we apply the various turnout models to these results we get the following:

R+9.04% - Using the 2004 turnout model
O+0.56% - Using the 2008 turnout model
R+5.78% - Using the 2010 turnout model
R+5.06% - Using the 2012 registration model
R+2.85% - Using a D+3 turnout model

So in this "Obama +3" poll, Obama really only has a slight lead in a 2008 turnout scenario.  Romney leads comfortably in all others, including the magical "D+3" scenario that is so popular this cycle.

Here are the results from all of the current polls in the RCP average (including PPP):

Polls included:
O+3 - Survey USA
O+4 - CNN/ORG
R+1 - ARG
O+1 - Rasmussen
R+1 - Gravis
O+6 - NBC/WSJ
O+5 - PPP

O+2.43% - Current RCP Average
R+7.35% - Average using the 2004 turnout model
O+2.25% - Average using the 2008 turnout model
R+4.09% - Average using the 2010 turnout model
R+3.37% - Average using the 2012 registration model
R+1.16% - Average using the D+3 turnout model

Even if Obama is able to get Democrats to turnout at a rate 3% higher than Republicans, he is still losing by over 1 point.  Romney is clearly leading in Ohio right now.

October 18, 2012 Analysis

Polls included:
R+1 - Rasmussen Daily Track
R+1 - Fox News
O+2 - IBD/Tipp
O+1 -Battleground
O+3 - ABC/WaPo
R+1 - Survey USA

O+0.42% - Current RCP Average
O+0.81% - Average using the 2008 turnout model
R+1.94% - Average using the D+3 turnout model
R+4.14% - Average using the 2010 turnout model
R+4.20% - Average using the 2004 turnout model
R+5.88% - Average using the Rasmussen Party ID turnout model

The big news yesterday was the Gallup poll showing Romney with a 6 point lead, hitting 51%.  Of course, I don't include that poll in my average, because I can't see their internals.  However, if I was able to, all of these models would reflect higher levels of support to Romney.

Both Rasmussen and IBD/Tipp moved one point in Obama's direction.  This is not surprising.  Rasmussen does not include any polling from after the debate yet, but IBD/Tipp does.  They will be capturing a larger number of Democrats in their likely voter screen due to increased enthusiasm.  Keep in mind though, IBD/Tipp is a D+7 sample size, yet is only showing an Obama lead of 2.

Wednesday, October 17, 2012

It's the economy, stupid

- James Carville, 1992

Twitter and the blogs are alive with hand wringing last night and this morning about "Romney's missed opportunities".  He "wiffed" on Libya.  To hear all the pundits talk, you would think Romney is now personally responsible for the death of an ambassador, since his answer was so bad.  With all due respect to the pundit class living in their Washington bubble, waiting for Libya to explode like Watergate ... bullshit.

Romney won the debate, hands down.  It wasn't even close.

No one will be going into the voting booth and voting for or against Obama because of the Libya.

The number one issue in this election has always been the economy and the debt crisis.  This has been the case since January, and has been confirmed in poll after poll.  Even when Obama had been leading in the polls, the economy was always the voter's top concern.

During the first debate, Romney was able to accomplish two very important things.  First, he was able to talk directly to the voters, without media spin and obfuscation, to explain his plans for the economy.  He was able to do this in simple terms that people could understand and relate to.  Second, he was able to eliminate the "Scrooge McDuck" image that Obama's advertizing had crafted in the minds of a small, but electorally significant segment of the voters.  Voters decided that they like him and he is an acceptable alternative to Obama.  They also decided that they like Romney plans for the economy, better than Obama's promises.

As the debate ended, a lot of undecideds and independents made preliminary decisions to vote for Romney.

The Obama campaign was now in deep trouble, but never understood the real danger.  While they focused on lies and Big Bird, they missed their key failure in the debate, and in their campaign in general.  They have never offered specific plans for the second term.  Obama and his advertising are long on saying they have a plan, but they never actually describe it.  Romney on the other hand has now gotten his 5 point plan into the minds of the voters.  They probably can't name all 5 points, but like Herman Cain and the 999 plan, everyone knows he has one.

Obama let 2 weeks of campaigning pass without correcting this fatal flaw in his campaign.  Meanwhile the polls and swing states moved away from him and toward Romney.  During that two week period, Obama lost Florida, North Carolina, and Virginia.

During the second debate, Romney needed to reinforce the preliminary decisions of those voters.  Romney was able to do that both by continuing to explain his economic plan, and, in a surprise twist of turning a "gotcha" moment into a strong response, explaining why he will be different from Bush.  I believe his Bush answer was the strongest moment of the night, negating years of Obama's "blame Bush" rhetoric.

Last night, Obama needed to change the direction of the campaign.  He needed to get soft voters that have shifted to Romney to move back to him.  That is a tough thing to do, but it was possible.  He had to lay out a 2nd term agenda that would counter the Romney 5 point plan and give voters confidence that Obama knows how to fix a struggling economy.

He failed.

Both the CBS and CNN polls showed that while viewers narrowly gave Obama a "win" in the debate, he lost on the crucial point of stewardship of the economy.  The CBS poll gave Romney a 65-35 win, while the CNN poll gave Romney a 54-40 win.  Obama spent a lot of time talking about this election being a "choice", but he never articulated what voters would be choosing if they voted for him.  This left the default answer to be Romney's, 4 more years like the last 4 years.

The discussion about Libya, Crowley, and Romney's "wiff" is interesting to the pundit class, but mostly irrelevant.  It matters to the voter only as a confirming example of Obama's incompetence.  The average voter (and even sophisticated voters) can't keep track of what happened and when.  The detailed timelines that GOP strategists are whining about are not important to the voter, beyond proving again that Obama can't keep a story straight.  The fact that we are discussing Bengazi at all this morning is a major problem for Obama.  Whether or not he wins on the details of the Libya coverup doesn't matter.  They are taking time away from the most important thing he needs to be doing.

He is continuing to fail to explain how he will address the voter's number one concern.  He didn't do it last night. And every day that passes, Romney continues to solidify his support.

It is probably too late now for Obama.  He lost his only chance to speak directly to the voters, and the final debate focused on foreign policy will not revisit the most important topic of this election.

Why do we put up with debate moderation like this?

Short answer - because we have to.

I'm hearing a lot of griping on our side regarding the job Crowley did last night in trying to protect Obama from embarrassing questions.  The complaint always falls back to "Why do we put up with this?  Why don't we insist on fair moderators?"

We really don't have a choice.  The deck is stacked against us and we have to trust our candidates to win debates against two people, the Democrat candidate and the moderator.  The only leverage we have is to not participate.  That is a guaranteed loss for us.

Keep in mind the upside of these debates for us.  Our candidates get about 40 minutes to articulate our positions, without someone being able to spin and lie about them.  This is why Romney is now leading.  In the first debate he negated about $100 million in advertizing that Obama has spent over the previous 3 months.  These are our only opportunities to talk directly to the voters, without media and Democrat spin.

No it isn't fair.  But our only other option is worse.

October 17, 2012 Analysis

Polls included:
R+2 - Rasmussen Daily Track
R+1 - Fox News
O+1 - IBD/Tipp
O+1 -Battleground
O+3 - ABC/WaPo
R+1 - Survey USA

O+0.17% - Current RCP Average
O+0.61% - Average using the 2008 turnout model
R+2.14% - Average using the D+3 turnout model
R+4.33% - Average using the 2010 turnout model
R+4.39% - Average using the 2004 turnout model
R+6.07% - Average using the Rasmussen Party ID turnout model

As I predicted, Rasmussen went back up to Romney +2 yesterday.  With the Pew poll dropping out of the average and the Battleground poll going in, the top line Romney lead has shrunk.  However, with the reweights, very little has changed.  Romney retains a strong lead in all turnout models that have a realistic chance of occurring.

Expect some noisiness in the tracking polls over the next few days, especially IBD/Tipp since they continue to use a D+7 sample.  In the end, I expect that second debate to have little lasting effect on the polls.  I will be posting my take on the debate shortly, that will explain my rationale.

Battleground Poll - October 17, 2012


Likely Voter, 1000 sample size, Obama leads 49-48, 3% undecided.

This poll is essentially unchanged since the last time it was conducted, proving that the shift of voters to Romney from the first debate was significant and lasting.  With 2 weeks for the voters to "set their opinions in concrete" getting them to move back to Obama is a difficult challenge.  As I've mentioned before, this poll undersamples independents by pushing them to self identify as leaning in one direction or another.  Since Independents favor Romney by 8 points in this poll, that skews the D+4 poll even further toward Obama.  The D/R/I of this poll is 44/40/18.

One very important point.  The last time this poll was run, Independents favored Romney by 16 points, now it is 8 points.  However, the relative level of support for both candidates in the reweights does not change much from the last time. This indicates that Romney's support is firming up.  Here are the results from the turnout models:

O+1 - Current result
O+1.0 - 2008 turnout
R+1.2 - D+3 turnout
R+3.1 - 2010 turnout
R+3.1 - 2004 turnout
R+4.5 - Rasmussen Party ID

Note that even with the D+3 turnout model, Romney leads in this poll by a decent amount.

Tuesday, October 16, 2012

October 16, 2012 Analysis

Polls included:
R+1 - Rasmussen Daily Track
R+1 - Fox News
Even - IBD/Tipp
R+4 - Pew
O+3 - ABC/WaPo
R+1 - Survey USA

R+0.67% - Current RCP Average
O+0.59% - Average using the 2008 turnout model
R+2.23% - Average using the D+3 turnout model
R+4.51% - Average using the 2010 turnout model
R+4.54% - Average using the 2004 turnout model
R+6.33% - Average using the Rasmussen Party ID turnout model

As I expected, Rasmussen dropped a point for Romney yesterday.  He should go back up to 2 today as the Monday poll kicks in.  IBD/Tipp balanced out this 1 point drop, with a 1 point gain.  The results of all the models are almost identical to yesterday.

Obviously, with the debate tonight things are likely to change a great deal in the next few days.

Monday, October 15, 2012

A quick note regarding the Florida Senate race


I've been pretty open about my pessimism that Connie Mack will beat Bill Nelson.  Well, surprisingly, Rasmussen just released a poll with Mack down only 1.

I'm going to be watching this race very closely.  The odds of taking the Senate might be going up (from their already very good odds)