Overall I'm pretty happy with my final call that Adams had a slight advantage!
Originally had Garcia favored, but glad I flipped when I looked at the data and realized that the pro-Garcia absentee skew was probably not going to be as strong as my priors.
The surprise to me was that Garcia actually did worse among reallocated RCV absentee/provisional voters (61% - 39%) than she did among reallocated RCV in-person voters (65% - 35%).
This was because the absentee pool skewed more towards Yang than Wiley.
I think the inclination for a lot of people (including myself at first before I flipped) was that absentee votes would have a gigantic skew because that's what happened in the 2020 presidential election.
But as we can see, sometimes the absentee vs. in-person skew isn't enough!
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Here's where I see the NYC Mayor race heading into tomorrow:
- It's a toss-up between Adams and Garcia
- Garcia is very likely to stay ahead of Wiley
- Garcia should win the absentee vote (final round) - the question is whether or not her margin is big enough (she needs +16-17%)
There's a lot of uncertainty, but I'd say Adams may have a very slight advantage.
Potential Final Round Vote Shares:
Adams 50.2%
Garcia 49.8%
Based on early vote / absentee vote data by Assembly District, it seems reasonable to say that the absentee vote may look similar to the early vote (which was about Adams 28.07% Garcia 24.49% in first round - h/t @Wertwhile and @MC_of_A).
The Adams campaign memo that they put out today to suggest they're gonna win is interesting and worth a read, especially if you think Garcia is strongly favored.
Point #1 seems largely correct, assuming the 'preliminarily valid absentee ballots' number they cite is accurate. It's interesting that the rejection rate is so high, but IIRC that may have happened in past NYC elections as well.
Garcia needs to win absentees by about 15.67%.
I do feel like point #2 ("VBM ballots come from Assembly Districts that favor Eric") can be somewhat of a statistical illusion - Adams' large 1st round margin gets reduced by RCV. There's also a demographic aspect here that can't be captured by geography.
I actually don't think that the NYC BOE erroneously adding ~135k test votes materially changes today's big takeaway - that Garcia gains a lot of ground from ranked choice voting and has a solid shot at winning the NYC Mayor election.
The candidates that benefitted the most from the ~130k test votes were disproportionately very minor candidates like Taylor, Chang, Wright, "Paperboy Love Prince," Foldenauer, and Write-Ins.
(2/4)
Many of the test ballots that ranked minor candidates first didn't ranked anyone else or ranked other very minor candidates for 2/3/4/5.
Only 21.44% of the votes for Taylor/Chang/Wright/Prince/Foldenauer/Write-Ins were reallocated by round 7.
The NYC Mayor results we get tonight will only be first round preferences for early + election day votes (NOT absentee).
The Adams/Wiley campaigns estimated 800k-900k total turnout on the Dem side.
87k Dem absentee ballots have been returned so far out of 208k requested.
(1/4)
32% of returned absentee ballots (Democrats) are from Manhattan while 24% are from Brooklyn. The 32% is likely higher than Manhattan's share of the Democratic primary electorate while 24% is likely lower than Brooklyn's share.
Manhattan will probably be Garcia's strongest borough while Brooklyn will be one of Adams' strongest boroughs.
So based on the absentee ballot data I'd say Garcia is probably the candidate most likely to move up with absentees while Adams is most likely to move down.
Here's my rough estimates for the NYC Mayor primary:
Chance of making it to final round vs. Adams:
Garcia 47%
Wiley 37%
Yang 16%
Chance of beating Adams if they make it to the final round:
Garcia 50%
Wiley 34%
Yang 28%
Overall chances:
Adams 59%
Garcia 24%
Wiley 13%
Yang 4%
An average of 6 ranked choice polls that have the Adams vs. Garcia vs. Wiley penultimate round have Garcia edging out Wiley by 1.83 points. Garcia may also get a boost here from the Yang alliance.
Yang has a chance at the final round, but his position has deteriorated recently.
The average of ranked choice polls suggests Adams vs. Garcia would be a toss-up.
DFP had Wiley doing 12 points worse than Garcia versus Adams, while CitizenData had it at 4 pts.
Yang's best polls (Ipsos/Schoen Cooperman) still have him losing to Adams.