Carl Allen Profile picture
Oct 4 4 tweets 2 min read Read on X
Trump poll average by state

State: July / Present

PA: 47.9/47.8
WI: 47.1/47.3
MI: 45.5/47.6
AZ: 47.7/48.8
NV: 47.9/47.5
GA: 46.6/48.4
NC: 47.2/48.2

Notice anything interesting?
In July, when Biden was still in the race, undecideds were well into the double digits

Now, with idks hovering around 3-5, Trump hasn't improved his position much anywhere

And other than maybe AZ, he hasn't pushed his poll avg to anything unexpected

Ceiling = 🚩 (for Rs)
Remember when we (but no one else who does forecasts, apparently) all learned that 49-47 is better than 46-40?

Well, let's apply that lesson to poll averages

Going from 45.5 to 47.7 is less valuable than going from 47.7 to 48.7

We already knew AZ and GA would be close

All this movement means is that it probably won't be a blowout...which I don't think anyone would expect

But Trump hitting these 48 ceilings in the blue wall states, where he got 48.8, 48.7, and 47.8 in 2020 is kind of exactly what you'd expect if Harris were favored...
As a forecaster, one of the hardest things to do is to find floor and ceiling

Unlike Silver, I strongly support @MonmouthPoll/@PollsterPatrick asking questions in a novel way, because I can use this data into my forecasts...and he can't

Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Carl Allen

Carl Allen Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @RealCarlAllen

Nov 2, 2020
Election Eve final analysis, pt 1 of x. See part 2 for great chart

Biden's lead is historic. Since June I've said it, and the "but TiGHTENInG" crowd has - perhaps rightfully - said uncertainty was too high to declare Biden overwhelming favorite.

Now? Ppl afraid to get hopes up.
(2/x) Here's every Battleground race, Prez and Senate, since 04 with 2020 races highlighted.

I'm going to do analysis that gets a lot deeper in pt 3 & beyond. But if you go no further, understand this:

Biden isn't just leading, he's ahead by more than ppl think (if we all vote)
(3/x) Previous version of this chart (below) included only Presidential. I wanted a bigger sample size

Since our dumb Electoral system treats National Election (President) the same as State Elections (Senate) - Popular Vote plurality by state wins - at least that's good for data
Read 10 tweets
Nov 2, 2020
First, something I meant to post about last week re @FiveThirtyEight pollster ratings:

You see this "called correctly" line?

Calling races correctly is hard in swing states (we'd expect it to be) and many pollsters *only* do swing states

Why give incentive to poll +15 states?
I tell you all about the overlap in Sports Data and Election Data, many don't believe me. But it's like this:

If I forecasted a bunch of games with a team favored by 10 points, my expected "called correctly percentage" would be much higher than if I only forecasted close games!
What we see in the polling world is a mix:

Sure, the big pollsters poll all the swing states, but they'll also hit up the Virginias and Maines and South Carolinas of the world - sure they're not "locks" but, if you go by this metric, it's an easy way to pad stats.
Read 5 tweets
Nov 1, 2020
NFL stuff. As always in order of stuff I like most.

Carr o250.5 passyds +110
Pascal o3.5 recs +125
Mayfield o1.5 passtds -127
Green o4.5 recs +105
Mayfield o232.5 passyds +115
Hunt u3.5 recs -115
Burrow o26.5 completions +115
J Jefferson u4.5 recs -115
B Scott u3.5 recs -112

1/
Rodgers u282.5 passyds -112
Stafford u23.5 comps -104
D Johnson (Steelers) TD +265
Tannehill u1.5 passtds +195
Stafford u274.5 passyds -112
Witten TD +1600
Kittle o6.5 recs +115
E Elliott u3.5 recs -150
Dinucci o0.5 INT -240
Tannehill u22.5 comps +101
T Taylor (Browns) +2200

2/
Claypool u4.5 recs-137
H Bryant (Browns) TD+275
Jackson o1.5 passtds+136
Dwelley (49ers) TD+2200
D Johnson o54.5 recyds +105
Brees o222.5 passyds -118
Aiyuk o4.5recs +115
Montgomery o3.5recs -159
Boykin TD +550
H Bryant 2TD+2200
Snell (Steelers) 2TD+6000
Bell (Cowboys) TD+2200
3/
Read 7 tweets
Nov 1, 2020
Senate. Forecast.

The Presidential race has been relatively consistent, moving in Biden's favor as we approach the Election.

Senate has been everywhere.

Both GA seats are big time in play now. Last month ~35%. Now near coinflips.

NC was up to 70% D at one point, now 58%. ImageImage
A little analysis. First off - the odds the Republicans keep the Senate (~11%) are roughly in line with odds they keep the White House plus the small chance Biden wins but Collins, Ernst, Tillis, and/or GA folks hold their seats.

Far more likely Dems pick up most of those.
Net +5 or +6 for Dems is definitely in play.

MT is a good backup for Dems if they're in a position to extend their majority.

SC, KS, and AK are not out of play!

And in case you need help sleeping:

The likelihood Amy McGrath flips KY is comparable to the chances Trump wins.
Read 5 tweets
Oct 30, 2020
1/2 Margin or Vote%? Ideally both 😁

But if you can only choose one?

Vote share. As you saw from previous data: only ONCE has a candidate polling 49%+ lost that state (FL12ROMNEY)

Even 3-4 pt leads are VERY strong at 49-50%.

@FiveThirtyEight @RealClearNews @SeanTrende
2/2 Biden's current polls + leads compared w results back to 04

Trump's only lead is TX (IA, OH, GA, AZ are close)

What are your takeaways?

I was surprised at the cluster of 48-49 tiny leads that mostly won

AMA. #ElectionTwitter

@RealClearNews @FiveThirtyEight @SeanTrende
Gonna say a few things that make you go "duh!" and then

1) Prez candidates with a lead almost never underperform their polling number. When they do it's by a small amount (less than 1%)

2) Biden would need to underperform his poll number in PA, MI, WI just to *possibly* to lose
Read 4 tweets
Oct 28, 2020
1/2 Since 2004, a candidate has polled at or above 49% in a battleground state and gone on to lose that state once. One time. #ElectionTwitter

Never in recent history (curious if ever?) - has a candidate polled over 50% and lost.

@FiveThirtyEight
@RealClearNews
Sidenote before pt 2 (which I think is even crazier than pt 1):

Battleground states are, by definition, supposed to be close.

That doesn't always mean Tossup - it includes many lean blue or lean red states.

HOWEVER.

This is a strong piece of data to show 49%+ is DOMINANT
2/2

Not only has a candidate only ONCE lost a state since 2004 with a polling avg of 49%+, but also

Only TWICE has a candidate with a polling avg of 49%+ underperformed that poll number:
FL12Romney 49.7 --> 49.1
NV04Bush 51 --> 50.47
@FiveThirtyEight @RealClearNews @Redistrict
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(