As many of you know I have consistently been the most accurate predictor of election outcomes on this site for years and it’s not even close (with the exception of Biden which I still think most Democrats are like wtf). You may have also noticed I have been oddly quiet on the outcome of this election. I think it’s a straight toss-up today. I will make an effort to post changes as I see them the next couple of weeks.
The polling this cycle has been borderline fraudulent and that has made it insanely difficult to figure out what is going on. Mix in maybe the largest enthusiasm gap in US History and you have a real mess on your hands. Just so everyone understands, most models have 2008/2012 turnout modeling in place. I just don’t buy that but I think we could have more potential votes than 2016.
We finally have some data that I feel like I can use to help figure out what is going on.
Election night comes down to 5 States.
The President must win Ohio and Florida and then will need to win two of AZ, MI or NC.
Ohio looks like the easiest of the bunch especially given early returns in MI (more on that in a second). Confidence level here is like 80%.
Florida has had a huge increase in ad spend this election cycle, I do think Trump will get record Latino support in Florida and win the State. I think that could be an interesting theme all night. Latinos are the largest minority group in the US, they hate Blacks and all this media coverage about BLM is driving them straight to the GOP. Confidence level here is 65%.
We finally have some early return numbers and PA and NC don’t look great for the President. Democrats are returning ballots at a higher clip than Republicans in both States, even exceeding polling numbers. To me it looks like PA may quickly be getting too far gone but NC could still surprise. PA - Biden confidence 65%. NC - Biden confidence 51%.
Arizona looks like the double whammy of Californians moving to AZ and the Senate race is going to make it extremely hard for the President to win here. He will need a late surge to win. Biden - Confidence 60%.
MI - this is the fascinating one, polls have Biden up 6-7, early voting returns have it basically dead even in Democrats and Republicans returning ballots. Presumably Democrats need to run up a big advantage in early voting to win on Election Day. This isn’t great news for Biden. I think this is 50/50 right now.
WI ditto MI but I think Trump wins here
Some data points to watch on election night.
Suburban women - how much of a swing to Biden is there?
Latinos - how much of a swing to Trump is there?
Black Men - how much of a swing to Trump is there? (Remember pre-Floyd Trump was polling 24% of Black men)