NC EV: 1,063,378 total votes cast, including 975,131 in person votes. Avg in person/day is 108k. At this rate, we're looking at 1.9M-2M early votes, which is pretty close to '18: 2.03M.
Dems lead the EV 39.1% - 31.3% (+7.8%), which is better than '20 (+5.6%) but worse than '18 (+12.9%). That said, there were no major statewide races on the '18 ballot, so '20 is probably the better guide, and that suggests incremental Dem improvement so far.
18.3% of the EV is Black. In '20 it was 19.4%. That said, the total EV is much lower than '20, so I view this is as a negligible difference b/c there is a large pool of Black voters to add via GOTV for EV or E-Day to match '20.
I think the bigger issue is that we're looking at a turnout that might be at best to '18 levels and may actually be lower. In '20, EV was 82% of the total vote. In '18 it was 54%. We're probably looking at the EV being somewhere btwn 50%-60% of the total this yr.
That suggests the total vote will be 3.3M to 4M max. In '18, the total vote was 3.75M. For the total to get to 4M, the EV would have to be only 50% of the total or less, (i.e., lower than '18/'20). That seems unlikely to me.
Therefore, I think the total vote may not exceed '18 and might fall short of it. That gives an opportunity for each side to drive up turnout from their strongest supporters and win the election. E-Day will determine the winner, not EV.
Typically, that would favor the GOP. However, Ds also have a lot of voters to bring on e-day, particularly younger voters & Black voters. This could either be a reaffirmation of the GOP hold on WWC voters, or a watershed moment for NC Dems on a formula to win Federal races.

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More from @blankslate2017

Oct 30
NC EV: Looks like Dems had a big Saturday turnout as their overall EV margin went up from +7.8% to (39.2%-31.1%) over the GOP (+8.1%). Total vote is 1,126,702. At current rates, the total EV will be in the 1.9M to 2M range, close to but maybe short of '18 (2.03 M).
This race is really tough to figure out, because the EV is pointing to a lower turnout election relative to the last 2. Both sides have a plausible scenario where they bring supersized turnout of their strong demos to win.
However, Budd was favored in this race from the beginning. He has given Beasley an opening to win. If there ever was a scenario for Dems to win in a highly race/education polarized state like NC, it's this race.
Read 6 tweets
Oct 29
The GOP has completely broken the polling averages this month w/junk polls so as to render them effectively meaningless. It’s as bad as 2012. However, that’s probably good news for Dems and bad for the GOP.
GOP efforts to corrupt the polling averages are so over the top, so ‘schlock and awe’ that more Dems are simply ignoring the polls, showing less worry and are just voting. The political narrative they want to drive isn’t sticking.
The GOP hasn’t really asserted itself in the EV thus far (except in FL) and Dems have a pool of younger and minority voters to bring in the final week and eday. That suggests a risk for the GOP if they don’t get Trumpian turnout numbers.
Read 5 tweets
Oct 28
One reason to be skeptical of the view that the GOP has a dominant position in the House is that there really aren't polling data that show front line Dems in tough swing/lean Trump districts like Cartwright, Axne, Golden etc. behind. The GOP can't even beat Mary Peltola.
These NYT polls are good results for the Ds. Am I worried about NV-01 (Titus)? Not really. She's from a Vegas area seat that Biden won by +9. If Dems get their vote out in Clark County, she'll get over the line.
In an election where Dems are turning out to vote, will Ds really lose seats that Biden carried by +7 or more? Probably not.
Read 5 tweets
Oct 27
Candidate quality and messaging/narrative will drive the final outcomes.
In the Dems' favor: Dem incumbents aren't polarizing. GOP candidates have many flaws or are insufficiently charismatic. Dem messaging on abortion/social security sticks. Oct economic data support a Dem narrative that progress out of a once in hundred yr pandemic is being made.
In the GOP's favor: crime messaging/narrative is durable for them. GOP has a history of good e-day turnout. Dems are having to play defense in more House districts than is the GOP.
Read 4 tweets
Oct 26
@JohnFetterman v @DrOz debate: Fett had lowered expectations & addressed his stroke in the opening. That lowered the bar. So I was prepared for some odd transitions, pregnant pauses & broken phrases, basically what most GOPers typically sound like & call themselves 'folksy'.
Oz wasn't articulate. He had a lot of words, but he wasn't particularly sharp or precise in his responses. He shoots from the lip a lot & it got him in trouble. An example was his flubbed answer on abortion. 'Local pols' being involved on abortion is a gaffe, period.
In fact, Fett very quickly picked up on Oz's claim that local pols should be involved in abortion decisions and played it back in his criticism of Oz's strident position on abortion.
Read 9 tweets
Oct 26
A big problem for the @LAClippers is the expectation that Norm Powell will be an Alpha scorer and he hasn't been effective. That forces others to change their mind set and that transition can be rough. @Reggie_Jackson has to have the mindset from last year to carry this team.
Reggie had a rough game for 3 quarters, but had he shot 50% the tone of this game would've been very different. In Q4, he looked very good w/his movement, was 2/4 from the field w/3 assists. Got the ball moving to multiple players, challenged folks on D. That's what they need.
PG also needs Reggie on the floor to set him up as he did in the win over Sac. PG isn't efficient when he dribbles too much. He's very effective from the wing (high elbow/foul area down to the basket)
Read 4 tweets

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