The problem with assuming an R+9 national environment is anything more than a tail probability is

(1) coalitions have changed and the realignment acceleration in 2010 really hurt Democrats. Opposite case here.

(2) The nation is now like a median D+3 in general.
If a red wave is to hit, here's what it consists of:

(1) differential turnout in suburbs leading to the Democratic base staying home
(2) large reversion with college+ whites
(3) continued struggles with Hispanics.

I'm skeptical of all of these things happening at once...
(1) That's a dangerous assumption to make that the Democratic base will be super depressed, especially given what we've seen proposed recently and given the fact that a new stimulus is planned.
(2) What from GA makes us think lots of reversion among college+ whites is coming?
(3) The lower-propensity Hispanic voters tended to vote more R than the higher-propensity one. Ossoff and Warnock saw a reversion to Clinton/Obama level numbers with Hispanics in the runoffs, and that's part of what helped them clinch the state. Who do we think votes in midterms?
None of this is to rule out a red wave, but it's all reasons that I find it more unlikely than not.

I mean, a universe does exist where it's R+9. But one also exists in which the COVID recovery means we get an environment that mirrors 2002...and I find that more likely right now

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More from @lxeagle17

19 Jan
once again, in a strong parallel to real life, the world watches and waits on Washington with bated breath, praying nothing crazy happens #AUSvIND
WHAT IS HAPPENING ARE WE ACTUALLY GOING TO DO THIS
OMFG NO DID I JUST JINX IT
Read 5 tweets
18 Jan
"Democrats always hit 45% in South Carolina, but they never cross it because that's the threshold" ignores the fact that there's been a lot of variability in vote margins across counties...they just tend to cancel each other out! Here's the elasticity of the state from 2014-2020. Image
Something interesting, though, is that these changes appear to have stabilized a lot from 2016 onwards -- looking *only* at elections from 2016-20, we see that margins have begun to settle in. So a blue SC is some ways away. But Cunningham's district? That's perpetually close now Image
I think @kilometerbryman, @SenhorRaposa, and @JMilesColeman have talked about this in more detail with some of their maps and stats, but another classic case of this is Wisconsin. Close in 2004 (D+0.4), close in 2020 (D+0.6)...but with maps that look absolutely *nothing* alike. ImageImage
Read 4 tweets
10 Jan
Assuming a reversion to the GOP in the 2022 midterms just because Democrats hold a trifecta ignores
- increasing polarization and an increasingly inelastic electorate
- a favorable D Senate map
- a bad COVID recovery

You're as likely to see a 2002 midterm as you are a 2010 one.
It also ignores educational polarization, which has been the bread and butter of the change sustaining the Democratic Party's competitiveness in off-year cycles and elections. Suburbs are overrepresented in midterms, rurals in presidential years (of late).
What Nate Cohn taught us when our model was failing to capture the strength of Ossoff's early lead initially before the rebuild was that geographic correlation was a proxy of the shift in individual voting likelihood.

Even in small towns, voters with college degrees vote more.
Read 4 tweets
9 Jan
Knowing some of the inside workings of both campaigns, IMO it was Ossoff. A lot of the coordination, structure, and planning was provided by Ossoff's campaign, especially in the general election. And I'm almost certain Warnock doesn't hold Perdue under 50% in November.
Absolutely none of this is to say Warnock was not a good candidate, so I'm not claiming that at all.

But how do we define candidate quality? Is it based on coordination, hires, and strategy? Or on some nebulous "I like this person better"? If the former, Ossoff pips Warnock.
There's no question Warnock turned out Black voters like nobody's business, and Ossoff needed that.

But Warnock's campaign was lagging badly in August and he was once in danger of missing the runoff entirely.

Meanwhile, Ossoff had the best statewide digital strategy around.
Read 5 tweets
8 Jan
I have got to emphasize this again:

I’ve studied the early voting data in a lot of detail and talked to several people in the know on this, and in my opinion, Democrats ran a near-perfect campaign that could be studied for years to come.

It was absolutely incredible.
Black turnout staying super high: ✅
Avoid any type of suburban slippage: ✅
Turn out and contact every single voter: ✅
Let the GOP destroy themselves with infighting: ✅
Build the best statewide digital operation in the nation: ✅
In particular, Jon Ossoff beating David Perdue is a feat that absolutely nobody should be diminishing. Defeating an incumbent who was once relatively popular by over a percentage point in a year of downballot disappointments is nothing short of remarkable.
Read 4 tweets
8 Jan
When this is all over, half these sniveling cowards saying nothing about yesterday will go to firms and media outlets looking for jobs and speaking gigs.

No one who wants their outlet to remain credible should entertain them even for a second.
It was bad enough when they rehabilitated Sean Spicer. Now, if they’re going to legitimize McEnany, Pence, and the others, then they can all fuck off
Sorry to keep posting about this but I don’t think I’ve been this angry about anything in our government since I heard the audio of children in cages at the border. And I might be even angrier here and I didn’t think that was even possible.
Read 4 tweets

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