🚨NEW GEORGIA RUNOFF MODEL🚨

In the precinct model made by me and @ADincgor, we've now accounted for the individual-level shift observed by NYT/Siena, thanks to precinct race and party adjustments made by @joe__gantt.

Forecast (Jan. 2): D +4.25

docs.google.com/spreadsheets/d…
Okay, now, let's go into some of the methodology behind the race/precinct adjustment for in-person EV, made after a conversation with @Nate_Cohn. It's not random at all, and it is described in great detail in the spreadsheet, so I encourage you to take a read if you're curious.
Our original precinct projection weighted everything by geographic splits only, which captured a lot of the picture, but did not capture the reality behind individual voter attitude shifts, which did not show up in precinct or county level data. This fixes that.
The upshot is that Democrats benefit from more diverse precincts because of the increased Black vote share. Moreover, they benefit from a significant increase in the fact that the Dem primary voters in the January runoff are more likely to return their ballots than in Nov.
The early vote is now at D +11, which actually lines up pretty well with Cohn's D +13 estimate. We maintain that election day turnout should be proportionate to the November ratios and are projecting the same splits on election day as we saw in November, though this is noisy...
The forecasted margin, modeled using Biden vote share margin, is D +4.25.

The Ossoff/Biden averaged forecast is D +3.31, and the Ossoff forecast is D +2.36.

I'll be reporting the Biden margin in my tweets, because I believe it's a better reflection of the electorate party lean
I hear your arguments about why we should use the Ossoff margins; I just personally disagree. My goal isn't to be conservative or bullish, because although I, as a Democrat, want to steel myself against a loss (and it's *not* safe D), I want to give the most accurate picture.
But if you want to see the Ossoff/Biden averaged forecast or the Ossoff forecast, please take a look at the spreadsheet. It will be updated as regularly as the others. I am personally much more confident in our data here after these adjustments, and will be reporting using this.
The original models, which only projects the November electorate by county/by precinct, are still there in the spreadsheet under different tabs and are clearly labeled. They will be updated regularly as well.
An immense amount of thanks to @ADincgor, the co-creator of these models, to @joe__gantt for the precinct adjustment, and to @Nate_Cohn for talking through our model's shortcomings with us and explaining why such adjustments were necessary to better reflect the electorate.
Some shortcomings with this model include the fact that it doesn't use individual data, so we may still risk missing individual level shifts. If NPAs break disproportionately R, then this would miss that, and that is a possible danger.

And we make a lot of assumptions about eday
But I don't really know how best to account for the former without individual level data that we just do not have, and I definitely can't account for the latter because we just do not know how election day looks, so the safest assumption is to assume proportionate turnout.

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More from @lxeagle17

3 Jan
🚨RACE RATING🚨

Our final race rating is Lean D, and we will not be moving it from this regardless of any other EV developments. I don't believe the data favors Rs at all, but I'm not comfortable publicly moving a race beyond lean given the assumptions in the model.
We stand behind our model and our data, but there are implicit assumptions that don't allow for such a high level of certainty.

An example: what does turnout look like? We've never had a runoff like this, so we don't know.
Secondly, is it possible that election day skews more heavily Republican than 61-39? Sure! How much? IDK. I think the GOP would need a borderline miracle to hit the threshold needed right now, but that's assuming our model's EV split assumptions hold. And they might break!
Read 8 tweets
2 Jan
@Nate_Cohn is right -- the early electorate is probably closer to D+13, as his tweet says, than D+6 (our model).

Here's the question: What's our model trying to do?

Are we trying to forecast the electorate? Or are we projecting the November electorate onto the current one?
If we're forecasting, we're going to be way off. We don't have the data for it, and I don't have the time to pay the $250 for the voter file and go through it and build a model by Tuesday.
If we're going to project the November electorate onto the current one, then some questions need to be asked.

As @Nate_Cohn so kindly explained to me, there is an individual level shift that doesn't show up in the precinct data, but let's think of it like this, in his words...
Read 14 tweets
1 Jan
ugh okay I’m going to see if I can add in a VBM adjustment for outstanding ballots so if you all want to freak out about the model at least you do it with some more information
Christ almighty, we have the Democrats favored in a data-based Senate model that relies on zero polls and only on EV data, and they’re favored even before 80K votes that split disproportionately blue are coming in. and you all still are doomposting
If I make a model that’s quantitative, the qualitative bros talking about a rigged election and split tickets appear. if I make a metric that relies on qualitative interpretations of quantitative data like elasticity, the bros talking about assumptions and polling appear.
Read 4 tweets
1 Jan
The GOP had a good day today.

The Democrats are also probably around where they would have wanted to be if you had asked them after November 5 -- a predicted lead of >200K heading into e-day.
Once again, a reminder for you all doomposting that lean is not, and never was safe. Both sides will have good and bad days. That's why neither side is out of this race yet and anyone can win.
Yesterday was the only really, truly solid day for the GOP. And Democrats still have a 185K vote lead with VBM outstanding that should boost it to like 200-220K. That's a pretty large lead that really isn't that easy to overturn -- it's plausible, but still not likely IMO.
Read 4 tweets
1 Jan
Today saw just a touch over 30K VBM ballots processed, and it appears that Henry, Bibb, and Fulton were closed and Cobb stopped at 3 PM. Today was a *very* pro-GOP day as a result.

We now estimate Democrats lead by 184K in the races before the last VBM processing and e-day.
The breakdown was 57.6-42.4 for the in-person EV. The VBM processed today seems to have gone 62-38 by precinct margins.

Now, it's down to the last VBM ballots outstanding; my estimate is ~80K more VBM ballots will be processed.
The model is now at Ossoff +0.74, and this is likely to be as low as it gets before election day. From here on out, it'd be a steady tick up as VBM ballots are processed, likely ending at around a 210K Democratic lead going into election day.
Read 4 tweets
1 Jan
🚨GEORGIA UPDATE 12/30 (TOTAL + VBM + IN-PERSON)🚨

Total Votes: 2,812,994 (+246,662)

Percent of registered voters: 36.4%
White: 55.5% (56.5% in general)
Black: 31.1% (27.7% general)
Hispanic: 2.2% (2.6% general)
Asian: 2.5% (2.6% general)
COUNTY TURNOUT RATES (shown as % of registered voters):

State Average: 36.4%
DeKalb: 42.6%
Cobb: 37.6%
Fulton: 41.8%
Gwinnett: 38.5%
Chatham: 25.4%
Muscogee: 34.2%
Columbia: 36.8%
Houston: 36.5%
Baldwin: 37.8%
Fayette: 45.4%
Hall: 33.8%
Clayton: 34.2%
Forsyth: 44%
IN-PERSON EARLY VOTES

Total Votes: 1,916,676 (+206,210)
Percent of registered voters: 24.8%
White: 56.3% (58.2% in general)
Black: 30.7% (26.4% general)
Hispanic: 2.3% (2.6% general)
Asian: 2.1% (2.0% general)
Read 23 tweets

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