Nate Cohn Profile picture
Oct 1, 2021 29 tweets 5 min read Read on X
A few extra thoughts on this thread, mainly responding to various questions, criticisms, etc.
One overarching point, which I think is fairly obvious but worth stating: this is not a comprehensive account of everything that led to Trump. It's account of the effect of an inaccurate electoral narrative, which is hardly the only thing that helped Trump!
To take one obvious example: Clinton's unpopularity, emails, sexism, etc., does not get mentioned once. That is not because it's unimportant! It's because it's a different issue; it does not stem from bad exit polls or something.
One thing that I should have mentioned, though, is the effect of overestimating racial demographic shifts on the right--not just the moderate GOP
It exacerbated concerns about immigration or a possible 'minority-majority' America. In doing so, it heightened the salience of race at the very moment that the GOP estab would try and moderate on the issue. Trump exploited it in his campaign.
A second issue: did the Democrats really ignore the white working class post-2012?
Most of the critiques center on race/immigration, and basically say that the Dems continued to embrace moderate rhetoric and policies, no the left. I think that's largely true. But...
The traditional Democratic message to the white working class on economics--especially the kind of industrial-era messaging of the Democratic Party, which is the source of their strength in the Midwest--basically evaporated
Obama ran on the autobailout. He attacked Romeny as a rapacious plutocrat who would outsource jobs and help corporations. Bain Capital It's hard to remember now, but for 40 years Dems ran on outsourcing in the Midwest
That aspect of the Democratic Party--in many ways the foundation of the late twentieth century Democratic Party in the northern US--simply disappears, and that's before talking about TPP
It creates an opening for Trump, who gets to run on all of those issues. He runs against trade, runs against China, etc.
Clinton has nothing, and basically just has the fundamentally liberal 'stronger together' take
I don't know what the counterfactual looks like: I don't know what it would look like if Obama's second-term was predicated on the recognition that he won with northern working class voters, with a traditional working class pitch. What I know is they went the *opposite* direction
Not only is there no messaging to the white working class on those kind of issues, the second Obama term leads off by emphasizing all of their worst issues for this group: immigration, guns--and that's before ISIS, refugees, BLM/race/policing add to the challenge
All of this plainly added up to a huge weakness for Democrats, that Trump was obviously exploiting by June 16
nytimes.com/2016/06/30/ups…
Another set of questions mainly relates to the future for Democrats, in particular. My own view is that the changes from 12-20 are largely baked. The idea that Iowa's going to lean Blue again, or that Dems are going to 60% in the Mahoning Valley, seems far-fetched
There are lots of reasons. Things are really polarized; it's harder to go back than get here. D coalition has changed in ways that make it almost comical to go back, too. That's not to say there's nothing Dems could do to soften the edges, but nothing fundamental is available
But maybe most of all, the Democrats don't really have a credible set of economic messages for the Midwestern working class anymore. That will probably provoke a whole new thread of criticism, but I'd just consider Obama '12 for a moment
Think about what Obama ran on in 2012: outsourcing, private equity, protecting the autoindustry.
This is not twentieth century welfare state liberalism, it's not industrial unionism. It's defensive job protection in an era of globalization
The rise of globalization, an intra-national race to the bottom stuff, automation, and environmental regulations (like getting rid of the coal industry) are basically eliminating the old industrial base of the democratic party, here and across the western world
As far as I know, there are no credible policies to really address that.
For a long time, Dems got by with general anti-corporatism, opposition to outsourcing, etc.
They were aided in that by the GOP being the ones in power, presiding over steady manufacturing job losses etc
Even if Dems did go back to that message, it wouldn't be as credible as it was, their contrast w GOP wouldn't be as clear, it wouldn't have as broad of a base of people to buy it, and they'd have the added challenge of having moved left on other issues since '12
And even if the Dems did go back to that message, there's no way it could be as central as it was. It's not 2004 anymore--there are other groups and states that Democrats have to address now.
I said a few days ago that a lot of political commentary is fantasy politics, and I'd say that for anyone who thinks the Democrats can *actually* go back to their 2004-2012 messages and numbers. There are a few issues where... maybe. But it's usually a little ridiculous
Since a few people have misread this aspect of the thread, I'd like to explain how my emphasis on an economic message here interacts with the fact that Democrats have plainly lost ground because of cultural/racial issues
Let's start by noting what question I'm addressing: can Democrats *win* white working class voters back? That's actually not the same as why did Democrats *lose* white working class voters over the last decade.
Lots of people act like those are the same thing. They seem to suppose that Democrats would suddenly snap back among white working class voters, if only race became less salient in politics or if Democrats would start talking to white rural folks
But undoing and preventing losses are really not the same thing. Now that the GOP *has* won these voters, Democrats wouldn't rebound back to '12 levels even if no one talked about race for the next three years. The old bonds of Democratic loyalty and identity are gone
And that's entirely leaving aside the possibility that new bonds of Trumpy loyalty has taken hold, which would probably be impossible for Democrats to overcome.
To rebound, today's Dems wouldn't merely need to avoid alienating these voters on racial issues. They would need a real message to win them back.
And that message would have to be an economic message.
Any reasonable historical analysis would find that Democrats *win* white working class voters on economic issues, even if they lose them on race/culture/etc.
If Dems don't have as strong of a message as they had in '12--and I don't think they do--they don't have anything.

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More from @Nate_Cohn

Nov 5, 2024
Will there be a needle? A quick thread.
As you may have read, our colleagues in the Tech Guild are on strike. While they don't play a role in the model itself, they built and maintain the infrastructure that feeds us data and lets us publish on the internet
This is true of everything on the nyt (including our results pages), but the needle is a huge data load, it's more brittle, and we've only published it a handful of times (v 1000s of results pages). There will be bugs and it could be hard to debug
Read 5 tweets
Nov 3, 2024
A final point that I *hope* is obvious from the whole of my work, but may not be obvious if you only read individual snippets: I have no idea whether our polls (or any polls) polls be "right", too good for Harris, or too good for Trump.
No one does.
This cycle, I've tried to offer real meat to these scenarios with evidence -- not just abstract "30% harris landslide, 30% trump landslide, 40% too close.
If you personally found some of that evidence more convincing than others, that's great. Me? I have no idea
A quick summation of some of those points
- There's no reason to believe pollsters 'fixed' what went wrong in 2020
- There's some evidence nonresponse bias may be better, but also evidence it's still there / no reason to assume it's gone. Unknown whether weighting fixes
Read 7 tweets
Nov 3, 2024
The final Times/Siena polls of the campaign show a dead-heat, with Harris gaining along late deciders in the Sun Belt while the Rust Belt tightens
nytimes.com/2024/11/03/us/…Image
Whatever happens on Tuesday, the polls suggest that Harris has mostly reassembled the Democratic coalition in the battlegrounds, with Harris still gaining among Black, Hispanic and younger voters It was just a few months ago that we had Trump 9 or 12 pts in GA/NV v. Biden!
At the same time, Trump ha consolidated white working class voters down the stretch -- including erasing Harris' lead in Michigan and Pennsylvania. Suddenly, it's a much more 2020-like battleground map
Read 9 tweets
Oct 14, 2024
For real! There isn't any polling, there's a lot of evidence that nearby New York is going poorly for Democrats, it's a diverse state, and the New Jersey Democratic showing in 21/22 was not great either
Unfortunately, the NJ sample across our national polling isn't very large but... what we do have does suggest above-average Trump gains, even after being weighted statewide (whether you look at the Trump-Harris sample or the larger sample adding Biden-Trump)
Read 9 tweets
Oct 12, 2024
A few comments on the Times/Siena polls, based on some replies I see
1. One thing worth keeping in mind in the great 'recall vote' debate is that the decision was made in late 21/early 22.
The reasons were straightforward: it made polls less accurate, including our 2020 polls. It was basically the only way to make them worse.
It was also an especially fraught moment for recall vote, IMO. At the time, it wasn't clear Trump would run; it was possible he would be in jail by now. Even if it helped in '22 (it didn't for us), the risk for '24 was obvious and extraordinary
Read 10 tweets
Oct 12, 2024
Harris 78, Trump 15 in our Times/Siena oversample of Black voters.
In our 2020 national polls, Biden led 83-6 among Black voters.
nytimes.com/2024/10/12/us/…
I'll have more on this soon, but if you're the sort of person squinting at whether Trump will win 13 or 16 percent of the Black vote, it's worth flagging the sensitivity of that kind of question to different definitions of "Black" and varying turnout
The poll result here takes a broadly inclusive definition of Black voters, including multiracial and Hispanic Black voters (Black alone or in combination, as the Census would put it).
Harris is up 80-13 with the narrower group of voters who are only Black, not multiracial
Read 6 tweets

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