Abulsme.com: 2012 Electoral College

Electoral College: Reversion to the Mean

Two states change categories today. One moves toward Obama, the other moves toward Romney. Lets take a look:

Last Friday the five poll average moved to a 5.2% Obama lead in Nevada. With today’s update, it drops back down to 4.6%. With that I put Nevada back in the list of “Lean Obama” close states. In the last year, Romney has NEVER held a lead in Nevada in the five poll average. Winning Nevada would be a stretch for him. But it is once again somewhat close. There ARE situations you could imagine, even with less than two weeks to go, that would erase Obama’s advantage in Nevada. As we get closer though, a 4.6% lead looks a lot bigger than it might have a month ago.

After a brief dip into Romney territory in the middle of October, Virginia returns to where it has been for most of the last year… a small Obama lead. As of now, the five poll average has Obama with a 1.0% lead in Virginia. This moves Virginia back to Obama’s column. The lead is narrow, this could change, but the movement lately has been toward Obama.

If you look specifically at the state charts such as the two above, this is actually the picture in most of the states that are in contention. You see an Obama decline starting about a week before the first debate, which accelerates into more of an implosion after the first debate. That decline hits bottom sometime between the VP debate and the second presidential debate, and then Obama has been trending upward ever since, but is still quite a long way from his highs at the end of September.

Now where does this put our summary?

	Romney	Obama
Romney Best Case	301	237
Current Status	206	332
Obama Best Case	191	347

That is right. Our old friend is back. Obama winning by 332 to 206. This is where the “Current” line has been more often than any other position. If you look at the chart showing the history of the race for the entire year you can see that the most time has been spent here, and while there have been occasional movements in both directions away, time after time things have just reverted to 332 to 206. This just seems to be where this race “wants” to be. This seems to be the “mean” that the race always reverts back to after one event or another moves it away.

This looks like a pretty strong position for Obama, right? Romney is only ahead in ONE of the close states at the moment. He has to move several back over to his side to win. This does not look great for Romney.

Well, no, this isn’t great for Romney. His situation is considerably worse than it was right before the second debate. He clearly peaked and is now declining again… at least in terms of the electoral college. There have been some people saying that they are seeing Romney momentum right now. Uh, no.

But… it is still close. Time to look again at the individual close states:

North Carolina (15 ev) – 2.0% Romney lead – 0/5 polls after last debate
Florida (29 ev) – 0.6% Obama lead – 0/5 polls after last debate
Virginia (13 ev) – 1.0% Obama lead – 0/5 polls after last debate
New Hampshire (4 ev) – 1.0% Obama lead – 1/5 polls after last debate
Colorado (9 ev) – 1.2% Obama lead – 0/5 polls after last debate
Ohio (18 ev) – 1.6% Obama lead – 1/5 polls after last debate
Iowa (6 ev) – 2.2% Obama lead – 0/5 polls after last debate
Wisconsin (10 ev) – 3.5% Obama lead – 0/5 polls after last debate
Nevada (6 ev) – 4.6% Obama lead – 0/5 polls after last debate

We still have Romney with 191 electoral votes without any close states. Add in the one close state he is ahead in, North Carolina, and you get to 206 electoral votes. That is 63 electoral votes short. In yesterday’s update if you moved all states toward Romney by more than 1.2%, you would have a Romney win. The tipping point was Ohio. The tipping point is still Ohio.

The easiest way for Romney to win is to hold North Carolina, then pull Florida, Virginia, New Hampshire, Colorado… and Ohio… to his side of the fence. This is looking like a much harder job than it was before. More states are slipping away from Romney… but they are still close… they are not out of reach.

Not as close as they were though. Obama’s lead in Ohio is increasing. It is now 1.6%. But 1.6% is still tiny. You can easily imagine events that would cause a 1.7% or 2.0% move in the polls across all the close states. If Obama pulls ahead by a bit more in Ohio, then maybe we can say he starts to look like a clear winner. But at the moment, it is still close.

Obama is ahead. If the election was held today, he would be the favorite by a decent margin. As of today, FiveThirtyEight has Obama at a 68.1% chance of winning. I’ve seen higher estimates elsewhere, up to 93.4%. My gut says it is somewhere in between. Maybe 80%.

But there is another interesting possibility percolating that I’ll mention before I close. For the last two weeks or so, most of the places doing poll averaging of national polls have shown Romney ahead. I don’t believe ANY of the sites that I track that are doing analysis of the electoral college have shown Romney ahead at any point. Obama has always been ahead.

If this situation persists through election day, we may have a repeat of 2000, but with the parties reversed and the key state being Ohio instead of Florida. Romney wins the popular vote, but Obama wins the electoral college and therefore the presidency.

This kind of situation happens when you have something like Romney building up increasingly large margins in states he was going to win anyway, like Texas. These additional gains make no difference to the electoral college, but they do matter to the electoral vote.

I would find this extremely entertaining for no reason more than being able to watch all kinds of people in both parties suddenly have a completely opposite opinion on the value of the electoral college than they espoused 12 years previously.

This is still not necessarily an expected outcome… FiveThirtyEight puts the odds of the scenario above at 6.5%. (For completeness, they give 1.8% odds to the reverse scenario where Romney wins the electoral college and Obama wins the popular vote.) 6.5% isn’t exactly super likely, but it is nothing to sneeze at. If there was a 6.5% chance of a hurricane hitting your city, you would be starting to make preparations.

Meanwhile though, other analysts put these odds much higher… specifically, Sam Wang puts the chances of this at 25%.

I normally say you can basically ignore the popular vote except as an early indicator to moves in the states… but this is a situation where watching the popular vote is worth it. If we continue to see a popular vote / electoral vote split it will make for a very interesting election night.

Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.

Edit 2012 Oct 24 18:53 UTC to fix a few wording issues.

Electoral College: Obama Rebound Looking Bigger… But Still Tenuous

Two states changing categories today, both moving toward Obama. Both Romney’s “Best Case” line and the “Current” line reflecting the current lead in the polls, have now moved significantly back toward Obama since Romney’s peak around October 12th. These gains are still somewhat tenuous for Obama, which we’ll get into in a bit. For the moment though, lets look at the individual states:

First up New Hampshire. Just three days ago Romney pulled into a slight lead in my five point average in New Hampshire. The very next poll pulls the average back over to Obama’s side of the fence. Having said that, the new poll, showing a 9% Obama lead, looks like it might end up as an outlier. We’ll need more polls to determine if there is real movement, or just noise. Even with that point Obama only has a 0.9% lead. So New Hampshire is still very close. A little on one side of the line versus a little on the other side of the line really doesn’t change all that much.

In Pennsylvania a couple of days ago what seemed like an outlier in Romney’s favor aged out of the five poll average. Today it was replaced by what looks like an outlier in Obama’s favor. This is enough to bring Obama’s lead to 5.2% in Pennsylvania. That is enough for me to move Pennsylvania to “Weak Obama” and take out of Romney’s best case scenario. As with New Hampshire’s move, this move is influenced by a poll that smells a little like an outlier. So don’t be surprised if Pennsylvania slips back under the 5% mark as more polls come in.

So where does this put the summary:

	Romney	Obama
Romney Best Case	295	243
Current Status	219	319
Obama Best Case	191	347

This looks pretty good for Obama, right? He’s building his lead back in, and slowly but surely undoing the damage from that first debate? Just looking at the charts, it looks like on the “current” line, Obama is about half way back to his peak at the end of September. On the “Romney’s best case” Obama’s gained back about a third of his losses. In terms of these numbers, Obama is better off than the spot at the end of August where I had once called a Romney peak.

At that point in time I mentioned that even at that Romney peak, Obama was in a very solid position. Romney would have to flip a whole bunch of states where Obama was ahead in order to win. It was a tall order. Since we’re right there again, so Obama is pretty solid, right?

Right? Well on the surface. But looking at that alone hides a bit. The key is that a lot of the states that are on Obama’s side of the winning line are just BARELY there. So lets look again at all of the close states:

North Carolina (15 ev): 2.0% Romney lead
Virginia (13 ev): 0.2% Romney lead
Florida (29 ev): 0.4% Obama lead
New Hampshire (4 ev): 0.9% Obama lead
Ohio (18 ev): 1.2% Obama lead
Colorado (9 ev): 1.2% Obama lead
Iowa (6 ev): 2.2% Obama lead
Wisconsin (10 ev): 3.8% Obama lead

My line is always that anything under a 5% lead can easily disappear with essentially no notice. Of the 8 states with margins under 5%, five are actually closer than 2%. Three are closer than 1%! These are a bunch of really close states that really could flip back and forth.

With all the states he is ahead in, Obama wins 319 to 219. That is 50 electoral votes more than he needs to win! But if you just get a 1.3% uniform move in the polls across the close states, then Florida (29 ev), New Hampshire (4 ev), Ohio (18 ev) and Colorado (9 ev) all flip to Romney. That is 60 electoral votes. With that 2% move, Romney wins 279 to 259.

1.3% is not a big move. Obama has the lead. But barely. A stupid statement at a critical time. A random mistake that comes off badly. Some national or international news that just doesn’t reflect well. Changes in enthusiasm that causes Democrats to turn out less than Republicans. Any of those could move things by 1.3%. 1.3% is nothing. 1.3% can evaporate almost instantly if the right things happen.

The movements since the second debate have been mainly in Obama’s direction. Consensus seems to be that Obama also “won” the third debate. After the disaster in the first debate the Obama campaign seems to have hit their stride again. Things seem to be moving in their direction. If that continues for the next two weeks through election day, Obama should end up with a pretty comfortable victory. If things hold steady, or if Romney has a few good news cycles, then we may indeed end up waiting up late on election night to resolve a tight election in Ohio that will determine the outcome of the election.

Note: I finished my daily scan of polls a little over 10 hours prior to making this post, so new polls announced since then will be reflected in tomorrow’s update rather than today’s. I normally try to make the blog post right after finishing the scan on days where states change categories, but this time I just needed to get a little sleep in between. Sorry about that. :-)

[Edited 2012 Oct 23 22:12 to add final note, fix a wording error, and correct a mistake where I had 2.0% in a place that should have said 1.3%.]

Electoral College: Florida Flips to Obama… With Caveats

One change today. It is Florida. It is big. It moves from Leaning Romney to Leaning Obama… but… there are a lot of reasons this move doesn’t represent anything that is actually significant. At least not yet. So lets get into into it:

So, according to my five poll average, Florida moves from an 0.2% Romney lead where it was yesterday, to a 1.8% Obama lead today.

But… there is plenty of oddness here. First off, I do a “last five poll” average, with “last five” based on the end dates of the polls in question. Well, the most recent end date we have for polls is Thursday October 18th. But we are reaching the time in the race where some states get polled a lot… and so in Florida I now have SEVEN polls in my spreadsheet that ended on the 18th. So how do I pick which ones to include in the five poll average?

You could imagine all kinds of tiebreaker criteria, or you could imagine including more than five polls in situations like this. I essentially go with what is simplest for me to process, rather than something that I can justify from a “this is logically the right way to do this because X”, namely, I use the order I found them and added them to my spreadsheet. So the ones I found out about first in my normal daily sweep of sources age out first.

I admit that is kind of questionable and other approaches might be more valid from a theoretical point of view. Some are more complicated, like looking at both the start and end dates of the polls, or looking at the sample sizes of the polls, or things like that. I haven’t been keeping the data necessary to do that, so that would be a bit time intensive. So, what can we look at quickly.

First of all, if we looked at all seven of the polls that ended on the 18th instead of just five of them… We would have an Obama lead of 0.1%.

OK, what if we looked at all of the polls that ended after the second debate (8 polls)… We would have an 0.6% Obama lead.

What about the last 10 polls instead of the last five? Now we would have an 0.7% Obama lead.

What about if we just took any poll ending in the last week? Now we would have an 0.9% Obama lead.

Well, OK, that is interesting, look at that. In all of these cases, we now have Obama leads. So maybe my choice of “last 5” isn’t really that important after all. The trend is indeed moving back toward Obama, and the chart of Florida polls shows that nicely. But…

Another thing to look at… the spread… of the 7 polls that ended on the 18th, we have a range from a 5% Romney lead to a 6% Obama lead. That is quite a spread. The average is slightly on Obama’s side… slightly… but there is a large variance.

And even if there was no oddness with how I choose which polls to include in the average, what do we have here? My straight five poll average gives a 1.8% Obama lead… which is still very very close. That is a sliver of a lead that could disappear with the very next poll.

Bottom line, Florida is too close to call. All of the states in my “Lean” categories could easily go either way, but Florida remains one of the closest.

So, where does this put us:

	Romney	Obama
Romney Best Case	315	223
Current Status	223	315
Obama Best Case	191	347

I won’t delve into all the details because I’m slightly behind schedule today, but Romney’s easiest path to victory is pull Florida back into his column and then win Ohio. This has been the primary scenario for a little while now. We’re off a bit from Romney’s highs, but Obama hasn’t yet started pulling states firmly back into his column. So this could still go either way.

We’ll start seeing the final view of what this election will look like once the post 3rd debate polls start coming in. By the time we get a full picture on that though, election day will be upon us. And of course early voting has been going on for weeks now. We’re right up against the end now, with Obama remaining a favorite, but by a slim margin.

Electoral College: Obama Rebound Stalled?

One state changes categories today, and it is a move toward Romney:

Romney had a lead in the five poll average in New Hampshire early in the year… back in January and February… but since then Obama has maintained a consistent lead in New Hampshire, sometimes close, sometimes considerable. Until now. After Obama peaked at a 9.9% lead at the end of September, Romney now takes a 0.9% lead in New Hampshire. And yes, for those asking, that does include one out of five polls with an end date after the second presidential debate.

So, new summary:

	Romney	Obama
Romney Best Case	315	223
Current Status	252	286
Obama Best Case	191	347

While still not as well off as his peak on October 12th, Romney has been moving some states in his direction the last couple of days. While Obama is still ahead, the race remains extremely close. Today let’s once again look at the state of the five poll average in all of the close states. In order by the strength of Romney’s position:

Virginia (13 ev): 2.4% Romney Lead – 2/5 polls after 2nd debate
North Carolina (15 ev): 2.0% Romney Lead – 2/5 polls after 2nd debate
New Hampshire (4 ev): 0.9% Romney Lead – 1/5 polls after 2nd debate
Florida (29 ev): 0.4% Romney Lead – 5/5 polls after 2nd debate
Ohio (18 ev): 1.6% Obama Lead – 4/5 polls after 2nd debate
Colorado (9 ev): 2.6% Obama Lead – 2/5 polls after 2nd debate
Iowa (6 ev): 2.8% Obama Lead – 2/5 polls after 2nd debate
Pennsylvania (20 ev): 2.8% Obama Lead – 0/5 polls after 2nd debate
Wisconsin (10 ev): 3.1% Obama Lead – 3/5 polls after 2nd debate

With just the states Romney is ahead in by more than 5%, he gets to 191 electoral votes.

Add the four states he is ahead in by margins less than 5%, and he gets up to 252 electoral votes. Those four states are all close. They could slip away. But if Romney holds them, that leaves him 17 electoral votes short of a tie, and 18 electoral votes away from an outright win.

What is the easiest way to get there? Yup… Ohio. Obama is still ahead in Ohio, but by a razor thin margin. And that margin has actually decreased from 2.8% before the 2nd debate to 1.6% now. If Romney pulls ahead in Ohio, that gets him to 270 electoral votes… the bare minimum needed to win outright without throwing it to the House.

I classify all nine of these states as states that could easily go either way. 5% is a margin that can disappear in a day or two with one candidate or another having a bad news cycle. Despite Obama’s razor thin lead at the moment, this really is anybody’s game right now. Obama is one bad day away from actually being behind for the first time.

Obama’s performance in the second debate may have stopped his slide and prevented Romney from taking a definitive lead, but so far at least, we don’t have evidence of Obama pulling ahead in a way that would return him to anything close to his late-September numbers. Instead, we have Obama with a small but real lead, and Romney within striking distance.

Just over 48 hours until the third debate, and then we’re in the final stretch…

Electoral College: Mixed Day, but Advantage Romney

Two states move today, one toward Obama, one toward Romney. As usual, in order of Electoral College strength:

In the last three months Nevada has usually been “Leaning Obama”, meaning Obama has the advantage, but not by very much. In September Obama’s lead headed higher for a little bit, then dove again after the debates. Now it heads up again, with Obama’s lead in the five poll average now at 5.2%. Given this, Nevada now is classified as “Weak Obama” meaning it would take a pretty significant move for Romney to take the lead and win the state. So Nevada is no longer included in Romney’s “best case” scenario.

Pennsylvania is a bit odd. Three days ago Obama’s lead topped 5% in the five poll average. But today we add a new poll that arrived out of order. It was still in the five most recent polls by the last day of polling, so it counted as a “recent poll” for us, but it was also the first poll since February showing Romney ahead in Pennsylvania, and showing him ahead by a relatively substantial 4% at that. This is way out of line with other recent polling in the state, so certainly LOOKS like an outlier. Especially since by the time it was released there were already polls taken after it that did not show that kind of movement.

But I don’t do any outlier removal here. I just let the five poll average do what the five poll average does. For the moment, this means that Obama’s lead in Pennsylvania is now down 2.8%, with the peak above 5% erased. Because this was still a “current poll” I do not retroactively adjust the overall historical trend however.

This potential outlier is now the 5th oldest poll I have in Pennsylvania, so it will age out with the very next Pennsylvania poll. Pennsylvania may or may not pop back to “Weak Obama” at that point depending on the results of that next poll.

So this puts Pennsylvania back in play, with the possibility of Romney winning the state now back in his best case scenario.

Which brings us to the updated summary:

	Romney	Obama
Romney Best Case	301	237
Current Status	248	290
Obama Best Case	191	347

We still have a close race. Obama is ahead, but Romney only needs to pull 21 more electoral votes over to his side to win.

Right now the easiest way to get there is to hold North Carolina (15 ev, 3.8% Romney lead), Virginia (13 ev, 2.6% Romney lead), Florida (29 ev, 0.4% Romney lead) and then to pull ahead and take New Hampshire (4 ev, 0.5% Obama lead) and Ohio (18 ev, 2.8% Obama lead).

There are many other combinations that will do it too. That just looks like the easiest to me at the moment.

Electoral College: Romney Increases Lead in Montana

Only one change today, Montana moving toward Romney:

So, although there was some speculation about Obama contesting Montana in 2008… and he did end up making it close, losing the state by only 2.3%… this time around nobody has been talking about Obama trying to win Montana. Although there was one individual poll in April showing Obama only behind by 2%, the five poll average has never shown Obama closer than 6% behind Romney. For most of the year Montana has been in the “Weak Romney” category, meaning Romney is relatively safe, but if something major happened… perhaps a mirror image of the Obama decline after the first debate… then the state might become competitive.

Instead, we see Romney’s lead on an increasing trend over the past few months, and with today’s update, Romney’s lead is now at 10.7% over Obama. So Montana moves to “Strong Romney”… essentially meaning that even if Romney completely implodes, he’d probably still win Montana.

Since Montana isn’t even close to the competitive zone, this does not affect our models:

	Romney	Obama
Romney Best Case	301	237
Current Status	248	290
Obama Best Case	191	347

The race remains close. Obama is ahead. Obama has always been ahead. Romney still has NEVER taken the lead in my model.

But if Romney wins all the states he is ahead in, he is only 21 electoral votes short of a 269-269 tie. He can get those 21 electoral votes in a variety of ways. Assuming Romney holds his current leads in Florida (29 ev, 0.4% lead), North Carolina (15 ev, 2.8% lead) and Virginia (13 ev, 4.0% lead), probably the easiest way to a victory right now is to win Ohio (18 ev) where he is only behind by 2.8% in the five poll average today, and then win any one of New Hamphire (4 ev, behind by 0.6%), Colorado (9 ev, behind by 1.3%) or Iowa (6 ev, behind by 2.5%). Of course, if he is winning Ohio, he will probably be close in Wisconsin (10 ev, 2.8% behind) and Nevada (6 ev, 3.9% behind) as well, and either of them would do the trick too.

As of my sweep of polls a few hours ago, we only had TWO state level polls that finished after the second presidential debate. One in North Carolina and one in Ohio. The North Carolina one slightly improved Romney’s position but not enough to recategorize North Carolina, while the Ohio one had no affect on the five poll average at all, as it matched the margin of the poll it replaced in the average. Bottom line, no where near enough data to judge the effects of the second debate. Maybe in the next few days.

Electoral College: Romney’s Balloon Deflating

Three states move between my categories today. One moves toward Romney, two move toward Obama. That sounds like a mixed day, but on balance the benefit goes to Obama. As usual, lets look at the states in order by electoral college weight, but now I’ll zoom in to only show 3 months of polls rather than a year since we are getting close to the end (under three weeks!) and polls are coming in so quickly…

First up, Colorado. According to the five poll average, the state went from an Obama lead of 4.9% on September 23rd, down to a Romney lead of 1.3% on October 8th. With today’s update, Obama takes a very slim 0.5% lead again. This is essentially a tie, but with this the state tips ever so slightly back onto the Obama side of the ledger.

Georgia is Romney’s one piece of good news for the day, but there are a bunch of caveats.

Romney’s lead in Georgia hits 10%, so we move it to the “Strong Romney” category. But this is largely due to one poll from September that looks like an outlier, so absent other movement backing up that poll, Georgia is likely to revert back to “Weak Romney” once that poll ages off. If we even have enough more polls in Georgia before the election to do that. It has been pretty sparsely polled.

More to the point though, it doesn’t really matter if Romney’s lead in Georgia is just under 10% or just over 10%. Either way, Georgia is a Romney state, and there is no realistic scenario where Obama wins Georgia. Georgia is safe for Romney. So while winning by a bit larger margin may be “nice” for Romney, it doesn’t actually help him at all in the contest with Obama.

Obama’s lead in Michigan topped out at 9.7% on September 20th. It declined to a 4.0% lead on October 8th. It has now popped back up to 6.1%. It seems that the post-debate movement toward Romney was relatively short lived. In the last three months the degree of Obama’s lead in Michigan has bounced around quite a bit. It has however always been a lead. A few isolated polls aside, Romney has never held the lead in the five poll average in Michigan. For awhile there it looked like Michigan was close. Not so much any more.

All of this leads us to the new summary:

	Romney	Obama
Romney Best Case	301	237
Current Status	248	290
Obama Best Case	191	347

Since Georgia doesn’t affect any of these three situations, what we see here is basically just Obama strengthening again. Some of the gains Romney had made in the last couple of weeks are just slipping back away from him. Yesterday Obama’s lead in Pennsylvania once again became substantial enough to not call it a close state. Today the same happens to Michigan. And Obama retakes the lead in Colorado.

It certainly looks like Romney peaked between August 12th and August 15th and things are now heading back in Obama’s direction, without Romney ever actually taking the lead in the electoral college model. If initial reactions to the second debate are any indication, at the very least we should expect no further downward plummeting by Obama, and perhaps even more additional upside for Obama beyond that.

Caution needs to be urged in interpreting this though. Only a small number of states have moved so far, and just barely over the respective category lines. More polls could easily reverse the recent changes. If these initial trends continue over the next few days though, we’ll get a very solid picture.

None of the polls included so far include the time period after the second debate. That will of course be the next thing to watch for. Will there be big noticeable effects from the second debate as there were after the first one?

Of course to win, Romney needs to do more than just hold on to his previous gains. He actually needs to bring even more states over to his side in order to win. If he couldnt’ do it last week, then what exactly can he do now to make it happen?

At the moment Obama’s lead is still very narrow. Romney has many potential ways to win. It is still a close race. But the movement seems to be shifting toward Obama again.

Electoral College: Has Romney Peaked?

After a few days with no changes, one state changes categories today and hey, for the first time in awhile, the movement is toward Obama:

Obama’s lead in Pennsylvania in my five poll average peaked at 9.4% back in mid-September. On the eve of the first debate, this was down to 8.6%. By October 11th, that lead had dropped to 3.8%. Romney actually made Pennsylvania close… but since then the polls have started looking better for Obama again, and the five poll average rises back up to a 5.4% Obama lead. This pulls the state back out of my swing state category and into the “Weak Obama” category, but just barely.

Note that even in the dip, not a single poll showed Romney ahead in Pennsylvania. The last time any poll showed Romney ahead in Pennsylvania was way back in February. Although Obama’s lead dipped in Pennsylvania in the post-debate period, a Romney win here seems pretty unlikely if this is indeed the end of the downward post-debate trend. There are too few polls as of yet to know if this is an actual reversal of the recent trend, or if it is just the polls being jittery.

For the moment though, the five poll average pulls the state out of Romney’s best case:

	Romney	Obama
Romney Best Case	317	221
Current Status	257	281
Obama Best Case	191	347

Romney’s best case is 20 electoral points weaker, but his overall position is still way better than it has been for most of the year. Obama is still ahead. Romney has still never actually pulled ahead in the electoral college analysis. But it is close. It is still very close.

The question remains what it has been for at least the last few days… Has Romney peaked? Or can he pull a little more support in his direction? Right now Romney is behind, but barely. Just a LITTLE more movement in his direction would have him in the lead. But the first debate had already caused a very large movement compared to where the race stood for most of the year. Is there really room for more movement? Or has Romney hit a ceiling?

The move toward Obama in Pennsylvania may well be the start of a more general reversion in the polls to something more like the Obama leads we’ve seen most of the year. Or it might not. Too soon to tell.

But with the second presidential debate in less than 16 hours, whatever trends may have been underway up through today will get replaced by reactions to the new news cycle. If Obama puts in another sub-par performance, maybe he drops further and Romney takes the lead. If so, Obama is in real trouble.

Otherwise, with an “OK”, “Good” or “Great” performance from Obama, we’ll probably start to see some more Obama gains in the polls as those who moved away from him in the last two weeks think to themselves “OK, maybe he’s not that bad after all.” In that case, Obama retains his position as favorite, and maybe even starts making it look inevitable again if he does really well.

So… debates almost never make a difference, except when they do… and this next debate is another critical one.

So we’ll see what happens…

Note: A poll added today in North Carolina that were older than the “last five” changed the date North Carolina last moved from Lean Obama to Lean Romney from October 4th to October 8th. The historical trend chart has been adjusted starting with today’s update.

Electoral College: Obama Still Bleeding

Three states changing categories today. All three moving toward Romney. As usual, lets look at them from smallest to largest in electoral college strength:

First up, New Hampshire. Before the first debate Obama was up to a 9.9% lead here. Now with 4/5 polls after the debate, that lead slips to 4.6%. This is in line with the drops we’ve seen in a bunch of other states. Obama still has a lead here, but it is now small enough that it could easily slip away. New Hampshire has been here before. It had only spiked to a big Obama lead a few weeks ago, when Romney was at his nadir. So this is perhaps New Hampshire just returning to form as a close state leaning slightly toward Obama.

Last time Virginia changed status, I noted that it had been bouncing between Lean Obama and Weak Obama, but perhaps it was ready to break out of that pattern. Indeed it has. This time Obama’s lead continued to drop. After peaking at 5.1% a few days before the debate, Obama’s lead slowly disappeared, and with today’s addition, the five poll average now stands at a 1.0% Romney lead. Romney has been ahead before in Virginia, but it was very short lived. The question of course is if this time he can hold the lead or if Virginia will revert to “normal” which is a narrow Obama lead.

Just yesterday Obama had retaken a very slight lead in the Florida five poll average. Today that slips away, and with some relatively strong polls, Romney ends up with a 1.8% lead at the moment. Florida is still very close. All the states we have talked about today are very close. But the momentum here, as in most other states in the last week and a half, has been toward Romney.

So, the revised summary:

	Romney	Obama
Romney Best Case	337	201
Current Status	257	281
Obama Best Case	191	347

We are still seeing what is fairly obviously fallout from the first debate. It has just taken different amounts of time for there to be enough polling in different states to show it. All considered, it looks like we have seen one of the biggest debate effects ever in a presidential election. The level of self-inflicted damage by Obama is amazing.

Of course, when this started, Obama had a substantial lead. So even after all of this, Obama is still ahead and is still the favorite. Surely we must NOW be close to a ceiling for Romney, right? Well, maybe not if Obama doesn’t redeem himself in the next debate. But assuming the absence of another catastrophic fail, it seems like sometime soon we’ll need to start seeing some reversion to the mean, which in this case would mean a bit of strengthening for Obama.

I don’t have the time today to again do a rundown of the current margins in all the swing states, but suffice it to say that if Romney holds on to all of the states he is currently ahead in, Romney only needs 13 more electoral votes to win. He can get that in a number of ways at this point. The easiest way is still to win Ohio (18 ev). Romney is currently behind in Ohio by only 2.2%. Ohio is within reach. Romney just needs to convince a few more people, or energize greater turnout.

Alternately, and a lot more fun, Romney could win Iowa (6 ev) where he is currently behind by 3.2% and Nevada (6 ev) where he is currently behind by 1.6%. That would result in a 269 to 269 electoral vote tie. Assuming no faithless electors, that would throw the election into the House of Representatives, where Romney would almost certainly win.

The last time a Presidential election was thrown to the house was 1824. That would be so much fun to watch happen!

It is still unlikely though. But a guy can hope!

Bottom line though, right now Obama is ahead, but only by the very slimmest of margins. If Romney can hold on to his gains from the last couple of weeks (Obama actually peaked a little before the first debate) and move things just a LITTLE more, then he can win this.

I am quite sure Obama would like the Romney “debate bounce” to be over now.

We’ll start seeing polls that factor in the VP debate any time now. It is unlikely to have as profound an effect as the first debate and therefore I don’t anticipate Obama erasing Romney’s recent gains. But perhaps the bleeding will finally stop.

Electoral College: Mixed changes, but mostly more Obama bleeding

In terms of the categories I use to classify states based on the average of the last five polls, today was another brutal day for Obama. It just keeps getting worse. There had been some talk about the “bump” from the debate having bottomed. I’m just not quite seeing it yet. One state does move in Obama’s direction today, and I’ll get to that, but for the most part the theme today is states that had once looked pretty safe for Obama now once again looking competitive.

So lets look at the states, from smallest to largest in the electoral college:

Immediately before the debate, Obama’s lead in Wisconsin stood at 9.2%. As of today’s update, it has dropped to a 3.6% lead with 4/5 polls now from after the debate. Huge drop. This of course puts Wisconsin back in “Lean Obama” territory, meaning Obama is ahead, but by a small enough margin it is easy to imagine Romney taking the state. Wisconsin has been in this category before of course. But it is a big change from the time period right before the debate.

Michigan looks pretty similar to Wisconsin. Right before the debate Obama had a 9.0% lead. Now he has a 4.0% lead with all five polls in the average after the debate. So Michigan also returns to “Lean Obama” and I include a win here in Romney’s best case.

Does the pattern look familiar? Before the debates, Obama had a 8.6% lead in Pennsylvania. Now with all five polls in the average after the debate, Obama’s lead is down to 4.0%. So Pennsylvania also comes within reach for Romney. Yes, he is still behind. In all three of these states. But they are all close. Another bad new cycle for Obama, and seeing these states move over to Romney does not seem impossible.

The one move toward Obama today is the biggest state moving today, but Obama folks should not get too excited. The five poll average for Florida moves from a 0.2% Romney lead yesterday to a 0.2% Obama lead today. Those margins are negligible. Either way, Florida is incredibly close and could very easily go either way. Before the debates Obama had a 3.2% lead in Florida, so his drop has not been as large here as elsewhere. But in a state this big and this close, every little bit counts.

Florida is hyper close, but I have to classify it somewhere, and for the moment, for today, it goes back into the Obama column, where it has been most of the year. Just barely.

Which brings us to the new summary of the race:

	Romney	Obama
Romney Best Case	333	205
Current Status	215	323
Obama Best Case	191	347

Romney’s best case is better than it has been all year. He beats his post-primary peak from the beginning of September, and he even passes all time peak from January. Obama’s lead in state after state has just been washed away in the aftermath of the first debate. Obama is still ahead in these states for the most part… but what once had been substantial leads are now very narrow.

This is clearly not where Obama wanted to be right now.

Now, the current status does improve for Obama compared to yesterday because of Florida flipping categories, but as I mentioned above, the margin in Florida is essentially zero. So the difference between today and yesterday isn’t really substantive on that front. Either way, Florida is a toss up at the moment.

So to try to get a little more insight, although I won’t do this every time, lets once again look at the actual current margins in all of the close states to see how they rank. With just the states he is ahead in by more than 5%, Romney starts out with 191 electoral votes. From there Romney needs 78 more electoral votes to tie, 79 to win.

Ranked in order of current polling, these are the current “close” states:

North Carolina (15 ev): 3.5% Romney lead – 2/5 polls after debate
Colorado (9 ev): 0.7% Romney lead – 5/5 polls after debate
Florida (29 ev): 0.2% Obama lead – 4/5 polls after debate
Nevada (6 ev): 1.6% Obama lead – 5/5 polls after debate
Ohio (18 ev): 2.2% Obama lead – 5/5 polls after debate
Virginia (13 ev): 2.2% Obama lead – 5/5 polls after debate
Iowa (6 ev): 3.2% Obama lead – 1/5 polls after debate
Wisconsin (10 ev): 3.6% Obama lead – 4/5 polls after debate
Pennsylvania (20 ev): 4.0% Obama lead – 5/5 polls after debate
Michigan (16 ev): 4.0% Obama lead – 5/5 polls after debate

That is a lot of “close” states. Before the debate, we were down to just a handful of close states. No more.

Anyway, if Romney pulls those states toward him “evenly” then a move of just over 2.2% more in his direction would get him all the states through Virginia on the list above, which would give him an over all win.

Obama is still ahead. It is worth repeating that. But this race is so much closer than it was before the first debate. And Romney has so many more “paths to victory”. The easiest route is though Florida, Ohio and Virginia. But there are now many more options available as well.

Are we now at a ceiling for Romney though? Has he picked up about all of the “persuadable” votes that he can? Is there really headroom to move higher? If not, then it still isn’t enough. Obama will win.

If the Obama folks screw up more, and the Romney folks effectively capitalize on it though… then maybe Romney ends up with more room to go up further.

The next event expected to have the potential to move numbers is of course the Vice Presidential debate… a few hours from the time I am posting this update. We probably won’t really start seeing any move from that debate in the state polls for a few days, but this is probably one of the last moments we’ll really be able to look at the poll numbers and attribute the motion directly to the first debate. Starting with the VP debate, things get more muddled again, and more factors are at play.

But looking at things right now, it is clear that the debate had a devastating short term effect. It was NOT enough to put Romney in the lead when you look at the electoral college. But it was enough to take what looked like an insurmountable lead for Obama and turn it into a tight race. The big question now is does it stay a close race, or does Obama start to claw back his previous lead. Or… of course the third option… does Romney/Ryan score some more big blows and actually start taking the lead in this race.

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Electoral College: Reversion to the Mean

Electoral College: Obama Rebound Looking Bigger… But Still Tenuous

Electoral College: Florida Flips to Obama… With Caveats

Electoral College: Obama Rebound Stalled?

Electoral College: Mixed Day, but Advantage Romney

Electoral College: Romney Increases Lead in Montana

Electoral College: Romney’s Balloon Deflating

Electoral College: Has Romney Peaked?

Electoral College: Obama Still Bleeding

Electoral College: Mixed changes, but mostly more Obama bleeding

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