2012, not 2016, is the best comp for the 2020 Election.

Why? Undecideds.

2016 had an unprecedentedly high number of undecided voters, and polls don't capture whims of undecideds.

Currently, only ~10% of voters fit this category, roughly in line with 2012 numbers. Image
In 2012, Obama polled +/- 1% of 50% in SEVEN swing states (@RealClearNews)

In 2016, Clinton polled +/- 1% of 50% in ZERO swing states

In 2020, Biden is polling +/- 1% if 50% in SIX swing states (@FiveThirtyEight)

Given this & comparable % of undecideds, 2012 is far better comp Image
Why is 50% important? Obviously, the closer a candidate is to 50%, the more insurmountable their lead (i.e. undecideds/other can't swing result).

The more undecideds/other, the more possible it is for them to swing the result.

Which is why 2016 is a bad comp to 2020.
So, it's then important to account for polling errors.

When we talk polling errors, we are NOT talking about margin, but how much the poll OVERESTIMATED a candidate's support.

(Polls are intended to estimate support, not detect how undecideds will vote)

In 2012, undecideds broke decisively for Obama, but more importantly, polls only OVERESTIMATED the support of either candidate by a MAXIMUM of 1.7%

On top of that, in only THREE states (out of 13) was the overestimation more than 1%.

Polls are EXCELLENT at detecting vote floor. Image
So, let's unilaterally impose a 2012-style polling error on Biden across the board for no real reason other than "what would happen."

And let's also give Trump a huge chunk of all those undecideds and error margin.

Basically, a Trump best case (highly unlikely) scenario. Image
What happens?

He wins the expected-red states, and FL, NC by a couple points.

PA and NV are close, Biden wins AZ and WI by a couple, and comfortably wins MI, NH.

Even in this BEST CASE for Trump, he needs a miracle upset in Nevada or PA..and another miracle elsewhere. Image
The *only way* Trump wins in 2020 is if he flips voters currently committed to Biden, or if committed Biden voters don't turn out.

I suspect this is why Trump is putting so much effort into a voter suppression campaign.

Biden being at or near 50% in swing states isn't beatable Image

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More from @RealCarlAllen

25 Oct
The problem with 538's definition of "polling error" goes back to experimental design

That is, does this thing measure what we're saying it does?

In the case of "poll margin - election margin = poll error" they're assuming poll attempts to measure the final outcome. It doesn't!
If you're not a science person, and you're like "what does this mean?" Here's how I break it down

Polls measure *preferences* of decided voters, and *how many* undecided voters. That's it!

Elections, unlike polls, don't include undecideds. This means variables have changed!
Check out these polls from NV, 2018. How about NV-2? Poll is 16-23. Meaning ~61% undecided

Does this poll suggest that Amodei will probably win? Debatable. Does it suggest he'll probably win by about 7? No! Why? It tells us *nothing* about the 61% undecided. (He won 58-42) Image
Read 9 tweets
13 Oct
So here I'm going to start a Forecast thread

First up, the general election forecast. This is basically a blended model of my lean-Trump and lean-Biden undecided models, with weight to the lean-Biden because there's evidence to suggest the undecideds - while fewer - will break D
Notably, in this forecast, Biden relatively easily wins the major swing states.

The most contentious states are Iowa, Ohio, Texas, and Georgia with Biden narrowly winning Iowa and Georgia and narrowly losing Iowa and Texas.

Remember, these are just probabilities, not concrete
Put another way, my forecast comes out like this.

I wouldn't be shocked if Trump held Iowa and Georgia, nor if Biden took Ohio and Texas. Beyond that, a close election in NC, PA, or FL? Not really seeing it being closer than 2-3 pts as of now
Read 8 tweets
13 Oct
1/x

Who's ready for an election thread and a (statistically literate) poll analysis & update?

There's an OBSESSION with "what the polls missed" in 2016. If you follow me, you'd know: the polls weren't wrong - people just read them wrong.
2/x

That's part of why @FiveThirtyEight's statistically invalid analysis of

"poll margin - election margin = poll error"

Is so damaging. Not only is it logically and statistically invalid, it leads them/the public to believe the POLLS were wrong when that's likely not true.
3/x

In 2016, Hillary had a decent lead, IF YOU ONLY LOOKED AT MARGIN

But you'll note - this is important -IN NO SWING STATE DID SHE POLL ABOVE 47%

Compare that to 2020

Biden is polling at ABOVE 49% in MI, PA, WI, NH, MN, ME, FL, NC, NV (and above 50% in the first 6 of those)
Read 15 tweets
12 Sep
1/x The polls weren't wrong, you just read them wrong.

The spread in a poll matters some. But a 50-47 lead (+3) is FAR MORE ROBUST than a 46-40 lead (+6)

People see a poll avg at 46-40, and when the result is 47-49, they say "pOlL wAS WrONg"

From +6 to -2?!? Off by 8!!!

Nope.
2/x

If the polls were "off" by 3 or 4 but the result of the election didn't swing because of it, no one would care, except pollsters. We wouldn't be talking about it.

Here's the most important question: what do polls measure?
3/x

This seems like a silly question, but think about it. What do polls measure?

Polls measure preference and plans.

What do polls not measure?

How/if undecided voters will vote.

It seems that people are criticizing polling for not measuring things it doesn't attempt to.
Read 37 tweets

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