Hotdog! Who's ready for the Sept Forecast Update. Y'all are gonna love it, bc it introduces a revised & better model created by @sam_epstein which expands on my OG vision: 3 measures of neg partisanship, 3 of realignment. It's fancy!!! niskanencenter.org/bitecofer-epst…
Look- it even has a simulator for potential Electoral College outcomes! As you can see, the fundamentals are STRONG for Biden. And the new prez map offers you a rating on the race, the prob, plus a neg partisanship effect and a realignment effect for each state. There is a lot
to check out & play around w on there. Same for the senate map, which you can find here. Our senate model is very bullish on a controlled flip. It's nice to be able to quantify that better for you y'all. There is a long write-up talking about the pandemic, the pandemic effects &
most imp- the intro of massive uncertainty, what I call "known unknowns" that simply didn't exist in this cycle (or any other) prior to the pandemic. 1st, though, in terms of pandemic effects, we present probabilities of individual voters' vote choice based on 7pt party. We want
people to understand how powerful party is as a voter determinant. As I say in the write-up, practitioners & journalists segment voters by all kinds of demos (vet/business owner/suburban mom). Political scientists don't bother w that unless we're already segmented down to just
"pure" indies. The graph above shows why. Read the analysis to learn more and also to learn about how those little expanded areas of blue in the Weak Rs are potential @ProjectLincoln/@RVAT2020 effects, bc the pandemic screw-up has intro'd more persuasion than normal. pretty cool!
So, what ARE these "known unknowns?" We have a pandemic disrupting the entire voting system, disruptive even under a government trying its best to ensure the election goes smoothly- we don't have that kind of fed gov't bc the guy heading it AND HIS PARTY have declared open war
on universal & widespread suffrage. Certainly, suppressive voting systems are always a factor- but the widespread, sustained, full-court press Trump & the RNC are waging in a cycle in which access is already stressed is introducing a significant amount of uncertainty, esp since
Trump has stricken at the USPS delivery system directly. Google RNC voting lawsuits- its a party-wide, full-court press. This model, like Silver's and Morris' model, measures voter sentiments & fundamentals- all of which heavily favor Biden/Democrats based on the assumption of a
free and fair, democratic election. We cannot model some other type of election. Additional uncertainty: geographic displacement of college students & city workers. Another known, unknown- the decision by the Biden campaign & the DSCC and DCCC to unilaterally "disarm" and suspend
field, while the RNC is maintaining their field. We simply have no idea what a cycle where 1 side is doing field and the other is basically inert looks like bc we've never seen it. Another known unknown: digital asymmetry. The Biden campaign's digital effort is small and archaic
The Trump campaign's digital effort is massive and sophisticated. Many on consultants on the left laugh off this advantage but if these are the same people that told the Dems NOT to spend the 4 years between 2016 & now developing an indestructible infrastructure for Latinos- well
which is the last and final known unknown. How much better will the GOP's turnout operation end up being. The Ds are going to win the majority of Pure Is, as I said they would 13 mnths ago. + turnout of Is is going up. Turnout of white, college edus is surging. The other 2 known
unknowns for me is just how badly underdeveloped is the Biden campaign on outreach to voters under 30. Since every one of my worst nightmares about Latino voter infrastructure was correct, I'm going w "tragically." At least they have the Harris VP pick to pull up AA turnout.
2016 ended up being a story of third party defection and late breakers. There is little issues of that in 2020. Instead, 2020 is going to be a story of who's ballots get counted. That's the whole enchilada right there.
Also, don't @ me w any typos. Email me all of them at once, please.
I can no longer see straight!!
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🧵How Putin Pulled Off The Greatest Intelligence Operation in History:
Putin's Small Investments Have Yielded Large Returns
This is a story about the best investment anyone’s ever made—anytime, anywhere.
Not a company.
Not a weapon.
Not a technology.
An idea.
In the early 2010s, Vladimir Putin looked at the United States and saw something most Americans refused to see about themselves. Not weakness in our military or the economy, but a country still strong by nearly every objective measure—and increasingly persuadable that it wasn’t.
By 2016, America had built the most powerful information ecosystem in human history: global reach, instant amplification, frictionless distribution, and no limits on money. And it had paired that system with almost no meaningful guardrails when it came to political speech. You couldn’t lie to sell a product. You couldn’t defraud investors. But lying to sell politics? That lives in a vast gray zone, protected by law, amplified by platforms, and rewarded by attention.
For a former intelligence officer, this wasn’t subtle. It was an open flank.
Putin didn’t need to defeat the United States militarily. He didn’t need to match American power. He just needed Americans to turn on one another inside a system designed to magnify conflict.
Why Misinformation Was the Weapon
Russia could never outspend the United States in conventional power. But modern intelligence operations aren’t about brute force. They’re about shaping environments—especially the information environments in which democratic decisions are made.
Our Brand is Stopping Chaos:
Negative Partisanship Will Drive a Strong Midterm Effect for Democrats in 2026
Folks,
For those of you that have been on this roller-coaster ride with me from the bananas beginning will appreciate how we’ve come full circle this year.
Once again we have a madman in the White House and an electorate with serious buyer’s remorse.
Now that Republicans control the White House, negative partisanship once again favors Democrats as the party out-of-power (out party).
We are now far enough into this shitshow presidency to stop guessing about the 2026 midterms and start measuring them. So I spent this week in deep in data, waiting for the results of an obscure special election for the Texas state senate. There, the Democratic nominee was able to raise $2,000,000 to compete for a long, LONG shot district in Tarrant County (key Republican ground in Texas) that Trump carried by 17pts. This forced the Texas GOP to spend about $200,000 to defend a district they should never have to compete in.
Rehmet gave them a good ole fashioned Texas style ass whoopin’ earning 57% of the vote in that “safe” Trump district against a very attractive Republican nominee.
Not only is Taylor Rehmet’s incredible victory another strong indicator that Republicans will face a Blue Wave of unusual size size in 2026, it also means that deep-pocketed Republicans will have to spend a lot of money on defense this cycle. On that note, it sounds like Elon wants to insert himself into the midterms, which despite flooding the GOP with cash will also allow Democrats to wedge Elon himself, a strategy that worked great for Wisconsin Democrats in 2025.
So, not only did the Democratic candidate manage to win a district Trump carried by 17 points in 2024, he managed to force open the party’s purse and set a very high bar for potential overperformance in red districts.
🧵Dear Diary
Notes from Inside a Collapsing America
January 10, 2026
Dear Diary,
I have be honest, those are words I never expected to write, because I’m way too lazy and uninteresting to keep a diary But as most of you guys know, I’ve been reading and researching the Third Reich for about five years now.
I started off pretty wide, with big books about the developments and details of that eleven-year Reich that we mostly only pay attention to during the war years, even though it came into power in 1933. And it wasn’t long into that research before I started to really appreciate how important contemporaneous diary accounts were.
Back in the old days—before the internet —apparently most people kept diaries. That’s why we know so much about our history, our public officials, and what actually happened: because people intentionally wrote things down. All kinds of people:
🧵Living History: Don’t Give Up the Ship with Representative Jason Crow
We are living through a moment future historians will struggle to explain without disbelief. A sitting president has publicly called for the execution of members of Congress. The U.S. military has carried out strikes of dubious legality outside a declared war. Senior commanders have resigned. Others have testified behind closed doors that no one stopped them.
And when six members of Congress who are military vets reminded U.S. service members of a principle settled since Nuremberg not to follow illegal orders, the White House responded not with denial or evidence, but with rage.
That was the context for my conversation with Representative Jason Crow of Colorado’s 6th District, one of the six lawmakers featured in the Don’t Give Up the Ship video that ignited Donald Trump’s backlash.
🧵The Whole World is Getting Dumber
(And the Smartphone Did It)
How’s this for a gut punch?
The entire developed world is getting dumber.
Don’t believe me? Check out this graph that shows a world wide “dumbing” across three core cognitive domains—math, reading, and science-that occurs right after the introduction of the smart phone.
And no, it’s not “woke teachers,” or “lazy kids,” or the Department of Education.
This isn’t even a uniquely American story.
The trends are global. OECD-wide.
Finland to France. Japan to Germany. Australia to the U.S.
Good systems and bad.
Everyone is slipping.
And the timing lines up perfectly with the most consequential technological shift of our lifetime:
the smartphone + social media + high-speed mobile internet.
That’s the trilogy that broke attention spans, rewired cognition, and kneecapped learning.