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Just dropped · Trial Balloon · Ep. 192

November Surprises

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Trial Balloon · Ep. 192: November Surprises

What Went Wrong with the Polls?

November 9, 2020 · 8:18 pm ET · Leave a Comment

The New Yorker interviews Nate Cohn on the polling mishaps in the 2020 election.

His biggest surprise: “The Hispanic vote. The swing towards Trump in Hispanic areas across the country is extraordinary. It was hinted at in the pre-election polls. The polls always showed the President faring better among nonwhite, and particularly Hispanic, voters than he did four years ago, but the magnitude of the shift was way beyond expectations. We learned that early in the night in Miami-Dade County, where no one had the President doing as well as he did. And it has proven true, as far as I can tell, basically everywhere in the country among Latino voters, to varying degrees. It’s true down-ballot. It’s not like this was just about the President. And I think it’s a huge and important political story.”

“And the second thing that really surprised me is the white, rural, Midwestern vote. The pre-election polls said that Joe Biden was doing much better than Hillary Clinton was four years ago among white voters without a degree. And those gains simply did not materialize. The results looked quite a bit like 2016 across most of rural America, and there were many areas where Donald Trump did better in white working-class areas than he did in 2016.”

2020 Campaign, Polling

Nate Silver Defends His Forecast Model

November 9, 2020 · 3:15 pm ET · Leave a Comment

Nate Silver: “The reason Biden’s win probability was ~90% is precisely because he could withstand a fairly large polling error when Clinton couldn’t, which is exactly what happened. Indeed, our model assumes polls are fairly error-prone.”

Polling

Worried Pollsters Admit Huge Problem

November 9, 2020 · 6:35 am ET · Leave a Comment

“Four years later, it’s still easy to hate on the polls. Even if they called the presidential race ‘right’ this time, the national polls vastly underestimated support for President Trump once again, leading to a major industry soul searching about how to fix some fundamental problems,” Axios reports.

“Pollsters privately acknowledge the huge problem, but publicly say they need the final vote tallies to begin the autopsy.”

Polling

The Polling Industry Blows It Again

November 6, 2020 · 6:00 am ET · Leave a Comment

Politico: “It wasn’t just the public polls that suggested Tuesday would be a big Democratic night. Much of the private polling on which both parties rely suggested Biden would win solidly, and they expected Democrats to benefit down the ballot.”

“Now that it hasn’t happened, pollsters are wondering whether their methods are fundamentally broken — or just unable to measure Trump’s support, specifically.”

Polling

Bonus Quote of the Day

November 4, 2020 · 1:04 pm ET · Leave a Comment

“The political polling profession is done. It is devastating for my industry.”

— GOP pollster Frank Luntz, quoted by Axios, after serious polling misses in the 2020 election.

Polling

The Real Polling Catastrophe

November 4, 2020 · 11:46 am ET · Leave a Comment

David Graham: “Surveys badly missed the results, predicting an easy win for former Vice President Joe Biden, a Democratic pick-up in the Senate, and gains for the party in the House. Instead, the presidential election is still too close to call, Republicans seem poised to hold the Senate, and the Democratic edge in the House is likely to shrink.”

“This is a disaster for the polling industry and for media outlets and analysts that package and interpret the polls for public consumption, like FiveThirtyEight, The New York Times’ Upshot, and The Economist’s election unit. They now face serious existential questions. But the greatest problem posed by the polling crisis is not in the presidential election, where the snapshots provided by polling are ultimately measured against an actual tally of votes: As the political cliche goes, the only poll that matters is on Election Day.”

“The real catastrophe is that the failure of the polls leaves Americans with no reliable way to understand what we as a people think outside of elections—which in turn threatens our ability to make choices, or to cohere as a nation.”

Polling

Polling Averages You Can’t Trust

November 3, 2020 · 10:07 am ET · Leave a Comment

Nate Cohn points out that RealClearPolitics polling averages this cycle “just haven’t been a fair average of the polling that’s out there. Instead, cut offs are fairly deliberately set to show better results for Trump.”

“This has been true for a while now, but they really took it up a couple of notches over the weekend. And unfortunately it’s enough that I won’t be using the site anymore for citing polling averages.”

Polling

No Matter the Polling Method, Biden Is Ahead

November 1, 2020 · 10:58 pm ET · Leave a Comment

Nate Cohn: “This morning, a big wave of polls showed Joe Biden with a clear lead. Nearly all of these were sponsored by major media organizations and conducted via live phone interviews. If you want to check out what we had to say about them, you can scroll down a bit farther on the page. TLDR: Biden’s still ahead by a lot.”

“This afternoon, we got a big wave of polls showing a very similar result, but by very different means. Nearly all were conducted online or by automated phone calls. Emerson, Ipsos, YouGov (here as part of the Cooperative Election Study) and SurveyMonkey are all fairly familiar pollsters with this approach…”

“I don’t want to get into the ins and outs of which methods might be best. What’s important: Mr. Biden seems to hold a significant lead, no matter the methodology.”

2020 Campaign, Polling

No Late Shift Toward Trump So Far

October 28, 2020 · 8:36 am ET · Leave a Comment

A new Wall Street Journal/NBC News study has found no evidence, so far, of the kind of late surge toward President Trump among undecided voters that helped produce his unexpected wins in 2016.

When pollsters asked themselves how so many missed signs that Trump would win the 2016 election, one factor they identified was a late swing toward him in the last days of the campaign.

2020 Campaign, Polling

‘The Needle’ Won’t Be Used on Election Night

October 24, 2020 · 3:46 pm ET · Leave a Comment

“The one thing most likely to conjure nightmares of the 2016 election night for opponents of Donald Trump is the Needle,” the AP reports.

“A graphic on The New York Times’ website, the Needle measured in real time the probability of victory for Trump or Hillary Clinton as votes were counted. Its steady movement triggered anxiety for Clinton supporters, who repeatedly refreshed the page, and elation for Trump fans.”

“The Needle won’t be making a reappearance on Nov. 3, one change in the world of election probability gurus following the unexpected 2016 result.”

Also curious: “Nate Silver’s influential FiveThirtyEight blog used a number, not a needle, for the same task four years ago but won’t on election night 2020.”

2020 Campaign, Polling

If Trump Wins, Polling Is Dead

October 23, 2020 · 9:05 am ET · Leave a Comment

Pollster Frank Luntz told Fox News that if poll predictions are wrong about the 2020 election between President Trump and Joe Biden, his “profession is done” in terms of faith and confidence from the public.

Said Luntz: “Well, I hate to acknowledge it, because that’s my industry — at least partially. But the public will have no faith. No confidence. Right now — the biggest issue is the trust deficit. And pollsters did not do a good job in 2016. So if Donald Trump surprises people. If Joe Biden had a 5 or 6 point lead, my profession is done.

Polling

Biden Leads By Enough to Avoid Polling Misfire

September 30, 2020 · 5:29 pm ET · Leave a Comment

Nate Cohn: “For the first time since we started our poll tracker several weeks ago, Joe Biden leads by enough to withstand a repeat of the polling error in 2016.”

“If the polls were exactly as wrong as they were four years ago, Mr. Biden would hold the Clinton states and flip Michigan, Pennsylvania, Arizona and Nebraska’s Second District, giving him more than the 270 electoral votes needed to win.”

“Of course, the polls won’t be exactly as wrong as they were in 2016. They could understate support for Donald Trump by an even greater degree. But there are good reasons to believe that many causes of 2016’s poll misfire are less likely this time around.”

2020 Campaign, Polling

There’s Little Evidence for ‘Shy’ Trump Voters

September 22, 2020 · 12:45 pm ET · Leave a Comment

A new Morning Consult survey finds little basis for the theory that there are “shy” Trump voters who don’t tell pollsters the truth about who they will support.

2020 Campaign, Polling

A New Twist on Polling Averages

September 18, 2020 · 10:00 am ET · Leave a Comment

The Upshot has an interesting twist on polling averages, showing the key battleground states along with what would happen with a polling error similar to those in 2016 or 2012.

But Jonathan Bernstein has two caveats: “One is that the chart assumes any error would be in the same direction, which it may not be; I’d rather they demonstrated the size of the error, which could favor either candidate. The other thing is that the ‘polling error’ here includes the final three weeks of polls in each of those previous elections, but there’s good reason to believe that the race shifted in Donald Trump’s direction in the final days in 2016, so part of what’s being called an error here is really polls taken before voters changed their minds.”

2020 Campaign, Polling

Are There Really ‘Shy’ Trump Voters?

September 16, 2020 · 4:38 pm ET · Leave a Comment

Philip Bump: “A number of recent polls at the state level have measured both the presidential election and Senate races. If people were wary of revealing support for Trump specifically, it’s safe to assume that Trump would trail the Republican Senate candidates.”

“For the most part, though, the opposite is true.”

Polling

Have Pollsters Figured Out How to Poll the Midwest?

September 15, 2020 · 6:43 pm ET · Leave a Comment

Sean Trende: “In 2016, as I was preparing to write my ‘Why Hillary Will Win’ piece, I decided to have my able then-assistant, David Byler (now of Washington Post fame), do a bit of research. His job was to look up the share of the electorate that pollsters were anticipating for whites without college degrees and for African Americans.”

“What he found put an end to the piece. It seemed a big bet was being placed on 2012 levels of black turnout occurring in 2016 and, more importantly, that pollsters were badly underestimating turnout for whites without college degrees. In previous years, that hadn’t really mattered – whites with and without college degrees voted Republican at roughly the same levels. Underestimating the share of whites without college degrees and overestimating whites with college degrees wouldn’t have mattered in 2012 or 2008, because their votes were fungible.”

Related for members: The Uncertainty In This Election

Polling

Member feature

The Uncertainty In This Election

September 15, 2020 · 11:22 am ET · Leave a Comment

This piece is only available to Political Wire members.

Nothing has moved the polls much in this presidential campaign. Despite an impeachment trial, a global pandemic and an economic collapse, the presidential horse race has remained remarkably steady this year.

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2020 Campaign, Members, Polling

Why National Polling Still Matters

September 13, 2020 · 10:48 am ET · Leave a Comment

Harry Enten: “Let’s state it up front: winning the popular vote means nothing in and of itself. You only become president if you win the Electoral College.”

“That said, the national polling matters a lot. We have a ton of it, unlike in a number of swing states. It’s more accurate than the state polling on average. Most importantly, we have a fairly good idea of what Biden’s margin needs to be nationally in order to win in the Electoral College.”

Key takeaway: “If Biden wins by more than 5 points nationally, he’s almost certainly going to win enough electoral votes to get to at least 270 and take the Electoral College. There’s simply little record of a difference between the margin in the key swing states and the national vote being greater than 5 points.”

“If Biden wins by somewhere between 3 and 5 points nationally, he’ll be the clear favorite in the Electoral College, even if there is some non-negligible chance Trump could emerge victorious.”

2020 Campaign, Polling

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Taegan Goddard

Taegan Goddard

Taegan Goddard is the founder of Political Wire -- which for more than two decades has been one of the nation's most influential political news sites.

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