Lakshya Jain Profile picture
Oct 8 4 tweets 2 min read
We're going to be moving the Ryan/Vance matchup in #OHSen to Leans Republican soon at @SplitTicket_. I want to be clear: we think Vance is a clear and obvious favorite to win here. It's just that we think Lean R is a better reflection of the state of play than Likely R is.
@SplitTicket_ Polls in Ohio are not good. This is not a secret. Everybody knows this. But if this was *any normal state*, we would have had the race at tossup. Ryan continues to pull leads in public polling well into late September, even when DeWine leads by 20+. That's not a Likely R race IMO
@SplitTicket_ The fact that it's Ohio, where polling misses and fundamentals strongly indicate a Republican win, mean that it's at Lean R (and a very strong Lean R, at that). But Vance is likely to underrun Trump by a decent bit if things continue at this rate.
Putting my thoughts here because I know that when we do eventually write the article for it, it'll (1) be overshadowed by whatever other discourse is out that day and (2) nobody will look at the rationale for the change before saying we think Ryan's favored (we clearly don't).

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More from @lxeagle17

Oct 8
Just pointing out that a rating of "Likely R" or "Likely D" means that unless things get exceptionally weird, the favored party is very, very likely to win...but that the path exists for an unexpected outcome. This is materially different from a tossup or even Lean R/D.
Nobody in their right mind would say Kristi Noem is anything short of a heavy favorite, but senior SD folks have tried very hard to find anything better for her and can't. The Noem campaign simply doesn't have much better polls than the 45/42 ones that have surfaced.
Ask yourself: when was the last time you saw a campaign spokesperson go on a 9 tweet rant blasting the state's flagship university system for an unreleased poll's outcome? It would have been much easier to just release a good internal and nerf that speculation right there.
Read 4 tweets
Oct 6
For all the missteps Katie Hobbs' campaign has made, the handwringing here is a *bit* odd. She's polling at a dead heat in a neutral year. This just looks extremely unimpressive compared to Mark Kelly (the strongest Arizona Dem) against Masters (the worst Arizona Republican).
I'm not personally a fan of Katie Hobbs' campaign because I think they've made a series of entirely avoidable missteps, not defined the candidate well, and allowed Lake to define herself more effectively than you'd like, which I think is a mistake against a former TV anchor.
But it's useful to note that for all of her missteps, this race is still roughly where fundamentals indicate, even if that comes from two flawed candidates cancelling out. Maybe Kirkpatrick or someone puts this away by now, but this isn't a Stacey Abrams-level underperformance.
Read 5 tweets
Oct 5
Republicans aren't going to abandon Herschel Walker because they have no other options. They need 2 of GA/NV/PA to flip the Senate, but Oz is still polling at -5 in PA, is stuck in the low 40s, and has horrific favorables. Giving up GA means the path to a majority gets too thin.
His "impressive fundraising day" is $100K less than Warnock's daily average. That's simply smoke and mirrors from the GOP trying to convince everyone that the scandal wasn't That Bad, because it could further diminish enthusiasm among voters for Walker.
It's way too early to check the impact of the scandal on Walker. The Fox Warnock +3 poll was taken before the scandal even had time to register. The Survey USA Warnock +12 poll was taken mostly before the scandal. Wait for a week and check it. Akin didn't tank right away.
Read 5 tweets
Oct 4
I have never seen a D+6, 46-40 poll be treated with quite the narrative of a Republican surge as this Suffolk #PASen one is. If you do want to play the crosstab game, 17% of Black voters are undecided, and 5% of whites are. 16% of women are undecided. And 12% of voters 18-34 are.
Oz happens to be losing independents 43-29, so it’s not as if he’s made that much headway there. What’s happened is that Fetterman and Oz are now winning their own party’s voters at identical shares and margins, so Oz went from -9 to -6.
Like I’ve said, Oz could surge. And Fetterman’s favorability falling to 46/45 isn’t good for the Dems, no matter how you spin it. But this is different from actually having evidence of a massive Oz comeback.
Read 4 tweets
Oct 4
The effects of Oz's blitz against Fetterman are pretty clear here; he's gained 3 points with undecideds and Fetterman's unfavorables have spiked significantly.

The problem, however, is that Oz is *still* 17 points negative in net favorability, and he's also down by 6.
The race *has* tightened, but Oz has a pretty significant deficit even here and it's one that consistently shows up in every poll. We're at a point where Oz being down < 9 convinces people that he's about to win, because his starting point was *so* bad that he could only go up.
He might very well win, as I've said multiple times, and I do expect this to be a tight race, but between Oz's favorables being awful and Fetterman still being at net neutral *and* having a mid-single digits lead in early October, it's still lean D. Lot of work for Oz to still do
Read 4 tweets
Oct 4
Someone go check in on the Georgia GOP, because one Herschel Walker's son Christian (who also happens to be one of his most prominent social media surrogates) just posted this after the news of Walker paying for an abortion broke.
That was deleted so I got the receipts.
Read 4 tweets

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