On Cook's #VAGov ratings change:

What has to happen in Virginia is a combination of 3 things: McAuliffe significantly lags Biden margins with educated whites, gets low Black turnout, and faces high rural GOP turnout.

Could that happen? Definitely. Is that likely? IMO no.
Depths of the realignment in Virginia can't really be overstated here. Wexton won by 13 as Biden won by 19, and in this era of polarization, I veer towards thinking Wexton's numbers are near the floor for McAuliffe in that district, especially given his quasi-incumbency.
At the end of the day, I still think it's too big of a lift for Youngkin to successfully manage this. I'm not stupid enough to say it can't happen, because it absolutely can, but I'd be a bit wary of saying that it's a tossup (our model actually still has it as likely Democratic)
I bring up Wexton's numbers in #VA10 precisely because it encapsulates the realignment pretty well. Barbara Comstock won it by 16 in 2014 and 6 in 2016, even as Clinton won it by 10. Trouble is, it's sprinted leftwards since then. And that shows how deep the realignment is.
So, to sum the thread up: McAuliffe isn't even 50/50 to lose in my mind because all 3 things have to converge for him to lose the race, and if any one of those factors breaks down, he probably wins. I don't think that's consistent with a tossup rating. It's at least Lean D.

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More from @lxeagle17

24 Sep
If I had to take a crack at the Senate map for next year, this is probably what I think my ratings are *at the moment*. Could argue with some of these, but largely just depends on the national environment.

Also: lean is not safe. Not saying Dems can't win WI or Rs can't win NH.
Wisconsin's low vaccination rates give me a lot of pause. Can Barnes stop the driftless from sliding to the right? I don't think so. Can he make enough inroads in Milwaukee's suburbs to counter it? Maybe, but it won't be easy.
North Carolina: if Rs nominate McCrory to go against Beasley, this could end up being a tougher play than the GOP would like and I can see an argument for Ds being favored given that Beasley can drive up Black turnout strongly while maintaining decent margins with educated whites
Read 5 tweets
22 Sep
Some bizarre things:

(1) the reported results are among *adults*, not RVs
(2) Poll doesn't weight by education, vax rate, party, or region.
(3) Adult sample is only Biden +7
(4) "Do you consider yourself a white (Hispanic/Latino) or a black (Hispanic/Latino)?" is a question?
There's very few universes in which a 55% college-educated electorate votes for Glenn Youngkin by 5 points in 2021.

It's also a bit of a stretch for me to think that in a state that was Biden +10, the *likely voter electorate* is Biden +1.
I think what's happened here is fairly simple: this agency does not appear to have the slightest idea as to what they're doing (they're not even listed on 538 as a pollster from what I can find?)
Read 5 tweets
21 Sep
If you can look past the media noise, Biden's disapproval has slowly narrowed of late on 538, from 4.5 points underwater at its worst to 2.3 points as of today (9/21).

Will be interesting to see how this progresses.
Polls are a snapshot in time.

He'll probably bump back into the green at some point IMO. The historical levels of polarization we have today makes his floor significantly higher than people might expect. As campaigning kicks off for 2022, it might stabilize a bit more.
The bigger question here is whether a change like this is evidence of any meaningful, sustained movement back or whether it's just randomness bouncing it around. Good cases for either, but whatever the answer, it'll probably be drowned out by what happens with infra/debt ceiling.
Read 4 tweets
20 Sep
The Canadian election is probably a bit more important, but for those curious, @Thorongil16 and I have an update to our #VAGov model with the Washington Post D+3 poll from Friday.

Our forecast is Democrats winning by 7.3, with an 80% chance of victory.
@Thorongil16 This race has stayed remarkably stable, with few real swings in polling. Even the WaPo D+3 poll was really because of an incredibly R-friendly LV screen that appears to have oversampled non-college whites via a new polling technique. The poll of registered voters was D+6.
There is little in my mind that suggests that this race has substantially changed in the last month. If Biden's approval plunges to around ~42% on FiveThirtyEight or something, we could be in for a very real race. But until then, this race remains likely Democratic.
Read 4 tweets
20 Sep
It won't matter as much as the generic national political environment will in 2022, but if the GOP reliance on election day votes doesn't let up a little, it's not hard to imagine it being a little costly in some areas where the weather isn't all that great on November 8, 2022.
These types of things are *significantly* less important than the overall national political environment. But let's say a storm hits in an area where a key seat is up for grabs. What then? Not everyone who would have voted will. Rita Hart lost by 6 votes in 2020.
Overall, it's just hard to escape the thought that the GOP have likely cost themselves some close seats somewhere thanks to the lies about mail ballots that they've been pushing among their base. It's just that the ones they do cost will depend on the national environment.
Read 4 tweets
17 Sep
This is also one of the more conservative estimates of the college-educated electorate share -- McAuliffe wins college voters by 22 points (similar to what Biden did) but WaPo's LV screen says the share of college voters *drops* by a few points from 2020. Bit skeptical of that.
If anything, I'd have thought the enthusiasm gap would have been shown more in intra-group turnout differential (e.g. college Rs are more likely to turn out than college Dems), but that's not happening in this poll at all!! It's basically a weird electorate screen.
McAuliffe is winning college voters by a greater margin than Biden did. So it's a bit strange to see, then, that the delta between non-college and college voters is *higher* than it was in 2020, and it cuts counter to most of what we already know re: turnout, hence my skepticism.
Read 5 tweets

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