Nate Cohn Profile picture
29 Nov, 14 tweets, 3 min read
I see a lot of talk about this article, and I don't think it's really worth any attention my part. I will take this as an opportunity to highlight something fairly tragic about this election: we don't really know what happened in the detail we'd like
Obviously, the election outcome is quite a bit different than in 2016--at least for the purposes of determining control of government.
But from the standpoint of the numbers, this was just not a very different election from 2016 in many of the states that matter most--like PA/WI
We're talking about, what, a ~2 pt swing nationwide and in many of the critical battleground states? Without fantastic data, it's just too small for us to decompose that modest movement in terms of turnout, changes in the composition of eligible voters, changes in attitudes, etc
We have *some* precise data. We have exact results by county and precinct. We have voter file turnout data of varying quality.
This can help us say a few broad things, like changes turnout and shifts that correlate with geography
With this data, we can see that Biden gained in well-educated suburbs, and especially traditionally GOP ones like ATL/KS/DAL/IND. We can say that Trump did well in Latino areas. We can say black turnout growth lagged non-black turnout surge, etc.
But there are actually a lot of things we can't say with this data. Age and gender are two great examples. They're just not very strongly correlated with geography.
We really have no hard, exact data that tells us about shifts among these groups. To figure this stuff out--and tbh, to increase our confidence in some of our geographic/ecological inferences earlier--we have to rely on survey data.
Unfortunately, this is a terrible, terrible year for survey data. The exit polls have always been bad and inappropriate for exacting analysis. This year they're both worse and incomparable to earlier exit poll data, rendering them.. even more useless
Usually, most of the exacting analysis is done with pre-election survey data! Unfortunately, this year's pre-election survey data is as bad as it's been in a competitive election in a very, very long time--and in ways that are quite material for unpacking the story
We know the national surveys were off by 4 points or so. Worse, we have reason to believe they're off in very specific ways--like a severe underestimate of Trump's strength among white working class voters
But we that's only what we know about, based on the limited, exact data I mentioned earlier. We have no idea whether they were also off by a lot on say, young voters or women.
I think we have every reason to assume they were off by a lot on older voters. But we don't have proof of that, and we don't know by how much.
Unfortunately, I don't think we're going to resolve these questions to the extent we could in prior elections, even when all of the data arrives, and that's even before considering the extent that the modest changes from 2016 raised the level of precision we needed to do well
With all of that cause for humility in mind, the assumptions underpinning the opinion piece cited at the outset are... really going beyond what we can do with the data. And it's pretty unlikely given what we do know

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More from @Nate_Cohn

28 Nov
The evidence for a 'rigged' election is so preposterous as of late that it's difficult to argue that any series of reforms would have avoided this mess
You've got folks convinced that there were more votes than people in Detroit. All you have to do is do is google search 'detroit population' and 'detroit election results 2020' to learn that it's wrong
You've got folks convinced that there were fewer mail ballot requests than mail votes in Pennsylvania. A google search can disabuse you here, as well--and worst of all this was clear before the election
Read 9 tweets
21 Nov
Biden now leads by 3.86 points nationwide, per @Redistrict popular vote tracker, matching Obama's 3.86 pt win in 2012. He'll exceed it soon.
They won by similar amounts in very different ways. Here's the shift in presidential results between 2012 and 2020
Most of this swing occurs from 2012-2016, with relative stability between 2016 and 2020
The 2016-2020 swing is barely even worth mention on the 2012-2016 scale, at least outside of heavily Latino areas and ATL/DAL.
If we narrow the scale to tease out this cycle's subtler shifts, suburban movement stands out a bit more but still isn't always overwhelming
Read 4 tweets
20 Nov
One interesting thing about this election is the extent that the 2016 post-mortems and subsequent arguments for how Democrats should win--by basically everyone!--don't necessarily look great in retrospect.
There were basically two major diagnoses for Clinton's win--and two main arguments for how Dems should win going forward. Neither is how Biden pulled it off
One theory was that Trump won by flipping white, working class Obama voters, and therefore Dems needed to lure them back--maybe with a populist economic pitch.
I think that explanation for Trump's win was accurate,
but Biden had very, very limited success with Obama-Trump vote
Read 11 tweets
20 Nov
The thing that's most dispiriting about the 'vote dump' charts (which purport to show irregularities, but just show large Dem. cities reporting), is that it's in such complete bad faith that there's no way the electoral process could be reformed to guard against it going forward
Take mail voting, for instance. If you wanted to restore the credibility of the electoral process, you could eliminate no-excuse mail voting on the grounds that it's no longer credible to a wide swath of the electorate, even if you thought their concerns were completely wrong
The 'vote dumps,' OTOH, are an inevitable artifact of how jurisdiction reports their votes in batches, rather than updating their tally vote by vote. There's really nothing you can do to avoid this. Taking issue with it just means you don't believe election results, period
Read 5 tweets
20 Nov
It was clear by 3AM or so on Election Night that we were probably headed to Biden at 306, and the 2020 gods have pulled out every stop to keep things even vaguely interesting for as long as possible
At the time, yes, I thought Biden was pretty clear favored. In retrospect, I was wrong about that—and I was against/rejected the AP call. At the time, I thought Biden would win by 40-50k in the end
Read 4 tweets
19 Nov
One thing that's fairly unique about election analysis--and that rubs people the wrong way, I think--is the emphasis on the components of change from one election to the next
Take a football game. If a few weeks ago, Seattle loses to football game, 42-35, and then a few weeks later, Seattle beats the same team 35-28, with Wilson throwing 5 TDs, the headline is probably about Wilson throwing 5 TDs and the offense winning them the game
In electoral analysis, that's definitely not how we'd cover it. We'd say that the Seattle defense made huge strides and/or that the opponent's offense fared worse. Wilson would almost be taken as a given
Read 12 tweets

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