Semafor: “Seventeen percent of American adults say they smoke marijuana, tied with the high notched in 2023. That’s a big shift from 2013, the year Gallup started polling the question, when just 7% said they used pot. A record 15% of U.S. adults also say they use edibles.”
Just dropped · Trial Balloon · Ep. 192
November Surprises
Why Polling Chaos Could Create Big Problems for Politics
New York Times: “Polls are traditionally used to measure public opinion, not mold it. But this year, several Democratic campaigns have seized on unreliable polls to push the perception that their candidates are surging to try to solidify support, attract donors and scare off rivals. The rise of prediction markets has also created financial incentives for untrustworthy or even fake political polls at a moment when it has become even more expensive and difficult to conduct high-quality polls.”
“Some Republicans — particularly President Trump — have for years pointed to dubious polling to advance their political goals, but the phenomenon has become far more acute in Democratic primaries this year. In recent weeks, questionable surveys have created confusion and warped perceptions of the results of key primaries for the party.”
Fake Election Polls Were Put Out by 21-Year-Old
“A 21-year-old recent college graduate was behind an anonymous website that put out widely shared fake election polling in Wisconsin, Nevada and California,” The Guardian reports.
Said Rahil Prakash: “I wanted to see if fake polls could really penetrate the ecosystem that easily. And as it turned out, it could.”
Earlier for members: The Fake Poll Problem
Democrats View Trump’s First Term More Positiveley
“Democrats have a rosier view of the state of American democracy during President Donald Trump’s first term today than they did at the time,” the Washington Post reports.
“That’s according to a new report from Bright Line Watch, a nonpartisan group that surveys political scientists and the general public to assess their views of the political moment.”
“The report, released Thursday, found a pattern of ‘democratic nostalgia’ among Democrats amid Trump’s norm-busting second administration. In 2020, for example, surveyed Democrats rated the country at 52 on a 0—100 scale, with zero as the least democratic. Asked recently what they would rate American democracy in 2020, Democrats rated it more positively, at 60.”
Florida’s Polling Picture Is Limited
“Ahead of the primaries in Florida on Tuesday, the only public poll of the Democratic primary for Senate between Angie Nixon, a progressive state representative, and Alexander S. Vindman, a retired Army lieutenant colonel, was retracted last month,” the New York Times reports.
“It was not much better in the other statewide contests, where polls have been few and far between. The lone exception came in the Republican primary for governor, where pollsters have released 20 surveys this year. Representative Byron Donalds, who has been endorsed by President Trump, led in all of them.”
Why Senate Polling Is Always Worse in Summer
Patrick Ruffini: “In the last few election cycles, we’ve seen a pattern of Democrats looking competitive in red state Senate contests during the summer only to fade by election day. I wanted to test if this was a consistent pattern, not just the selective memory of a Republican.”
“3,312 polls over the last four election cycles in the old FiveThirtyEight archive confirmed the pattern. In each of those four cycles, the Democratic candidate’s margin was overstated. The average polling error across all polls was D+3.7, and 73% of polls released overstated the Democrat relative to the election result. Again, that’s across more than 3,000 polls, so that’s hardly just statistical noise.”
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Republicans vs. the Polls
“Recent weeks have seen the whirring and chirping to life of the various election prognostication machines we’ll all be refreshing between now and November,” NOTUS reports.
“They differ when it comes to the Senate — control there is either a toss-up or a slight Democratic advantage, depending on which you like best. But for the House, they all say the same thing: Republicans will not be in control when all the counting is over.”
“Behind that consensus: Donald Trump’s flatlining poll numbers, huge turnout for Democrats in primaries and special elections, generic ballot averages showing Democrats with a lead. Add the historic headwinds for the party not in the White House in a midterm.”
People Really Don’t Like Trump
Jonathan Bernstein: “I’m not so concerned with the various crosstabs about which people still support him and which do not – it’s sufficient for most things to just know that most people think he’s doing a bad job, and then for specific situations it all depends on who the key groups are. What I do think is interesting, at least, is the intensity that surveys reveal about opposition – and the lack of intensity of his support.”
“For example last week’s Economist/YouGov poll, 33/62 overall, has support split evenly between strongly approve (17%) and somewhat approve (16%), while disapproval is mostly strong (50%) against a handful of somewhat (12%). People will tell you that Trump has an unshakeable core of die-hard supporters, but it sure doesn’t show up in those numbers. What’s far more striking is that around half the nation thinks he’s doing a very bad job.”
Poll Showing Karen Bass Way Ahead Was Fake
“A poll claiming Los Angeles Mayor Karen Bass was leading Councilmember Nithya Raman by a wide margin — and picking up support from most voters who backed Spencer Pratt in the mayoral primary — was bogus, the company behind the poll acknowledged Monday,” the Los Angeles Times reports.
“The fake poll by Median Strategies showed Bass leading Raman by nearly 12 percentage points ahead of the Nov. 3 mayoral runoff.”
Said the company: “Median Strategies was created as a short term social experiment to examine how purported polling information could enter and spread through the political information ecosystem without independent verification. We are not seeking publicity or attribution for the individuals involved and are declining interviews.”
Trump Approval Falls to the Lowest of His Presidency
“President Donald Trump’s approval rating fell to the lowest level of his presidency with an overwhelming majority of Americans concerned the U.S. war with Iran will last a long time,” according to a new Reuters/Ipsos poll.
“Just 33% of respondents in the four-day survey said they approved of Trump’s performance in the White House, while 64% disapproved. Trump’s approval rating, down from 35% in a poll that closed earlier this month and lower than at any point in his current term, has now tied the lowest level of his prior term reached in December 2017.”
Most Voters Say They Are Worse Off Under Trump
Financial Times: “Most U.S. voters say they have become worse off under Donald Trump, according to an FT poll revealing mounting discontent with the president’s handling of the economy and cost of living.”
“With less than three months until November’s midterm elections, the nationwide poll conducted by Focaldata found that over 53 percent of registered voters said their finances had deteriorated since Trump returned to the White House in January 2025.”
“Almost 57 percent of independents and nearly one quarter of self-identified Republicans also felt worse off under the current president.”
How Big Will the Blue Wave Be?
Dan Pfeiffer: “The bigger the wave, the more Democrats elected, the greater the chance of taking the Senate, and the bigger the rebuke of Trump, his broken promises, his idiotic war, and his rampant corruption.”
“When people talk about a wave (red or blue), they are really referring to the political environment — how much more Democratic or Republican a year will be than a normal one. This is measured by the popular vote margin in House races. For example, in 2018, when Democrats picked up 41 seats, they won the House popular vote by 8.6%. But of course, we only know the margin after the election, so it doesn’t do us a lot of good in forecasting what may happen. Prior to the election, the political environment is measured by the generic ballot. As of today, according to Nate Silver, Democrats lead the generic ballot by 6.7%.”
“This is about the same as it was at this point in 2018. It could certainly go up as we get closer to the election, as more voters who disapprove of Trump decide to vote for Democrats this fall.”
Can Polls Measure the True Strength of the Left?
Nate Cohn: “Progressives had high hopes of dominant victories in marquee primaries in Michigan and Wisconsin, but in the end their candidates fared much worse than expected. The results would have been a lot less disappointing if the pre-election polls hadn’t been so far off.”
“The polls helped set extraordinarily high expectations for progressives: Dr. Abdul El-Sayed was ahead by double digits in the Senate primary in Michigan, and Francesca Hong led by more than 20 points in the Wisconsin governor’s primary.”
“Dr. El-Sayed ultimately won by one percentage point. Ms. Hong lost.”
Thumbs Down On Everything
“More than a quarter of younger Americans (27%) believe they or someone they know has lost a job because their employer replaced them with AI, according to a new Axios-Generation Lab poll of 18- to 34-year-olds,” Axios reports.
“Research suggests the actual share of job losses from AI is smaller. But the survey reflects the suspicion, mistrust and fatalism in how Gen Zers and young Millennials see the technology — sentiments driving their views on politics, the economy and social interactions.”
”Asked which political party they trust more to bring down the cost of living, respondents’ top choice was neither (36%) — over Democrats (26%) and Republicans (22%).”
Another L for Polling
“In a never-ending news cycle, any fresh data is quick to draw eyes and make headlines, like it or not…” Politico reports.
“Still, the recent misses — asterisks aside — are making operatives and reporters alike question their usefulness ahead of wide open presidential primaries in 2028.”
Voter Sentiment Was Ahead of the Polls
Jonathan Last: “For all the carping about polls, they’re usually correct. Even in the big surprise elections, like 2016, the polling was mostly accurate: Trump’s results were within the margin of error in almost every state.”
“But sometimes there are misses. It’s useful to look at the polling in Wisconsin to understand what happened last night because while the topline result is shocking, the numbers… aren’t really?”
“This isn’t the story of a polling miss so much as voter sentiment moving so fast that the polls were a few days behind it.”
Trump’s Approval Rating Hits Another New Low
President Trump’s net approval rating has fallen to -27, a new record low in the Economist/YouGov tracking poll.
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