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Republicans: Closer to Chaos

Cruz won Wisconsin decisively with 36 delegates to Trump’s 6. That’s 85.71% of the delegates.

Adding in other updates and delegate adjustments in Alaska, Colorado, American Samoa, Louisiana, and North Dakota that happened since my last post and you end up with a net change of Cruz +50, Trump +6, Rubio+4, Kasich +1. That’s 81.97% of the delegates for Cruz, which is pretty overwhelming.

But Cruz needed 83% and change to actually be on pace to win the nomination outright. He did that in Wisconsin, but when you factor in all of the other things since Arizona and Utah he falls a little bit short. The net result is he holds steady. Cruz now needs 83.64% of the remaining delegates to actually win outright.

Nobody expects Cruz to win delegates at that pace. The scenario where Cruz actually gets to 1,237 delegates before the convention is outrageously unlikely.

So lets look at the more relevant question. Does this stop Trump from getting to 1,237?

Well, it certainly makes it harder:

chart-100

Between all of the things happening recently mentioned above, Trump goes from needing 52.22% of the remaining delegates to win outright, to needing 55.22%. Given that so far he has only managed 47.27%, this will clearly be a bit of a lift. If we had all proportional contests from here on out, it would probably be time to say it just wasn’t going to happen and buckle up for the contested convention.

Because of the craziness of winner take all and winner take most states though, we’re probably not quite there yet. But we’re a lot closer than we were before Wisconsin. But even that is complicated.

Taking Wisconsin into account, if you use 528’s “Can you get Trump to 1,237” calculator and follow the expert consensus projections, Trump falls about 55 delegates short. Now, they are giving Trump none of the uncommitted delegates. I agree that Trump won’t do well in this group, but zero seems a bit light.

The general picture though remains, which is that if all the remaining states go “as expected” Trump will fall slightly short of a majority of the delegates, and we’ll have a multi-ballot Republican convention for the first time since 1948. (The last time for the Democrats was 1952.)

To avoid this, Trump has to not just meet expectations in all of the coming states, but exceed them by just a little bit. With the drumbeat of perceived problems and missteps Trump has had in the last few weeks, this may seem unlikely. It may seem that Trump coming in below the current expectations is more likely. There has even been some talk that Trump has peaked and the long anticipated Trump collapse has now started.

A few weeks ago FiveThirtyEight projected Trump to get 25 of the 42 delegates in Wisconsin. The six Trump actually got is a long way from 25. That certainly seems to indicate we might be seeing a Trump collapse.

But wait… in the New York Times Nate Cohn gave Trump’s “expected” popular vote result in Wisconsin based on demographics and previous history as 35%. What was the actual result? 35.1%. That means that compared to where he was before, Trump’s performance didn’t actually constitute any sort of collapse. Trump is not in freefall. Instead, Trump came in pretty much where he was expected to in the popular vote.

So why the shellacking in delegates? It seems like this is due more to Cruz doing better than expected than to Trump doing worse than expected. The way this lined up in Wisconsin, it gave Cruz the overwhelming delegate win.

But this may or may not translate into other states. New York is not Wisconsin.

We will have some more information from Colorado this weekend and Wyoming next weekend. Trump is not expected to do very well in either, but we can look for clues in terms of if he meets or exceeds the projections there. But the next big bunch of delegates is April 19th in New York where Trump is expected to do very well. Then a lot of East coast states where Trump is also favored. But the question is not just “does Trump win” it is “does Trump win by enough”.

Right now, we are still in the zone where an outright Trump win is possible. But it requires Trump to improve on his performance so far, at a time where it seems like he is holding steady, but not really gaining ground. And despite not really taking aim at him until way later than many people thought they should have, the anti-Trump forces are now in full force, throwing everything they have at Trump. Improving his performance to the 55.22% of delegates average he needs to win outright may be a very tall order.

It may be slightly too soon to say that we are definitely going to have a multi-ballot contested convention… but the odds seem to be getting better by the day. And the chances that we will have some sort of craziness… the result of the first ballot determined by uncommitted delegates… or convention floor fights on rules changes or delegate credentialing that might impact the voting… seems to be very likely indeed.

So if you are a political junkie, go ahead and book July 18th to July 21st as days off from work, because there will almost certainly be fireworks of some sort, and you’ll want to be at home keeping up with the craziness minute by minute.

Right?

Or is that just me? :-)

[Update 2016-04-08 18:09 UTC – Results from Colorado’s 7th Congressional district in. Cruz +3. This doesn’t substantially change the analysis above.]

[Update 2016-04-09 16:24 UTC – Results from Colorado’s 2nd, 3rd, 4th and 5th Congressional districts: Cruz +12. Cruz has completely shut out Trump in Colorado’s 7 congressional districts. The statewide delegates will be determined later today. With the changes so far in Colorado, Trump now needs 56.20% of the remaining delegates to win.]

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Democrats: Sanders wins Wisconsin… and falls further behind

Sanders won Wisconsin. Sanders got 48 delegates to Clinton’s 38. That’s 55.8% of the delegates.

Add in superdelegates and other changes since Washington, Hawaii and Alaska and it becomes Sanders +48.5, Clinton +44. That’s 52.4% for Sanders.

But Sanders needed 67.0% of the delegates to actually get closer to the nomination given that the pool of remaining delegates is dwindling. So the percentage of the remaining delegates Sanders needs to catch up and win increases despite the win.

chart-99

Before Washington, Hawaii, and Alaska, Sanders needed 67.84% of the remaining delegates to win. After his big wins in those contests, this declined to 67.03%. We’re now back to 67.76%. Sanders hasn’t lost all the ground he won, but he has lost most of it.

Winning states isn’t enough. To catch up Sanders would have to be routinely winning by massive margins. That hasn’t been happening.

In recent posts, I’ve also included calculations for an “if superdelegates didn’t exist” scenario. Even these show a very hard road for Sanders. Recently even some Sanders surrogates have started to acknowledge that catching Clinton in pledged delegates via primaries and caucuses may be a near impossible task.

Now the optimistic scenario for the Sanders camp seems to be that while they don’t catch Clinton in pledged delegates, they win so many states, are close enough, and have so much “momentum” that superdelegates going to Sanders would give him the nomination at the convention. Just a few weeks ago Sanders supporters were saying that superdelegates overturning the pledged delegate results would be a travesty of justice… but things change I guess.

We now essentially have even the Sanders camp saying the right way to look at the race is to include the superdelegates and their preferences. Because it is clear that any possible path to victory involves superdelegates.

Given that, there are about 207 superdelegates who have not yet expressed any preference that Sanders can woo. Just like delegates from primaries and caucuses, to be on a pace to catch up and win, Sanders needs to get over 67.76% of those delegates to come over to his side. Or, of course, he can try to convince some of the about 474 superdelegates who have already said they are supporting Clinton to change their minds.

So far there have not been any significant superdelegate moves toward Sanders.

If that does start to happen, you will of course see it here.

[Update 2016-04-08 17:57 UTC – Superdelegate scan plus updated results in Arizona and Kansas yield a net change of Clinton +2, Sanders +2. This does not substantially change the analysis above.]

[Update 2016-04-09 15:53 UTC – Superdelegate scan, net change: Sanders +4, Clinton -1.]

[Update 2016-04-10 14:59 UTC – Superdelegate scan, net change: Clinton +1, Sanders +1.]

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

@ElectionGraphs tweets from 2016-04-05 (UTC)

@ElecCollPolls tweets from 2016-04-05 (UTC)

@ElectionGraphs tweets from 2016-04-04 (UTC)

@ElectionGraphs tweets from 2016-04-02 (UTC)

@ElecCollPolls tweets from 2016-04-02 (UTC)

Electoral College: Trump still dropping, Clinton makes it close in Missouri

Since the last update there have been polls added in Wisconsin, New York, and Missouri. Missouri makes a difference in our models for Clinton vs Trump.

chart-97

Missouri has been very lightly polled. This is only the second poll that specifically asks about Clinton vs Trump, so my five poll average is still filled out with the election results from 2004 to 2012. Without those old elections, the average would move even further in Clinton’s direction. The newest poll actually shows Clinton ahead, but it is just one poll. Never trust one poll. We look at averages. As it is, the average now stands at Trump +4.7%.

This now puts Missouri back in the “close enough it could go either way” category.

This improves Clinton’s best case against Trump:

chart-98

Clinton’s best case if she wins all the states she is ahead in, plus the two where she is close (Colorado and now Missouri) is to win 357 to 181, an 176 electoral vote margin.

Looking at the chart above, since the new year there have been eight changes (5 to the expected case, 2 to Trump’s best case, and 1 to Clinton’s best case). Seven of those changes have favored Clinton. Only one has been a move toward Trump.

Trump’s situation has deteriorated significantly in the last three months. The question is of course if he is near a bottom and about to rebound, or if he has only started his fall and soon the real discussion will not be who would win, but rather how big a win Clinton would have.

Of course, all of that is only relevant if he ends up as the nominee. The delegate race is still underway and Trump has a very narrow path to follow to get to the convention with a majority of delegates. If he falls short, we get a contested convention, and it looking less likely by the day that Trump walks out of that scenario with the nomination. (See nice 538 writeup on this here.)

220.0 days left until polls start to close on election night 2016. There will be lots of ups and downs between now and then. Stay tuned!

Note: This post is an update based on the data on ElectionGraphs.com. Election Graphs tracks both a poll based estimate of the Electoral College and a numbers based look at the Delegate Races. All of the charts and graphs seen in this post are from that site. Additional graphs, charts and raw data can be found there. All charts above are clickable to go to the current version of the detail page the chart is from, which may contain more up to date information than the snapshots on this page, which were current as of the time of this post. Follow @ElectionGraphs on Twitter or like Election Graphs on Facebook to see announcements of updates or to join the conversation. For those interested in individual general election poll updates, follow @ElecCollPolls on Twitter for all the polls as they are added.

Curmudgeon’s Corner: Anyone who raises their hand!

On the Curmudgeon’s Corner podcast this week, most of the show is of course about the presidential election. Ivan and Sam discuss everything you would expect about Clinton, Trump, Sanders and Cruz. And Sam ran a caucus! But in addition, there is plenty of other good stuff about hard drives, Microsoft Tay, being sick, the 5th amendment, and more!

Click below to listen or subscribe… then let us know your own thoughts!

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Recorded 2016-03-31

Length this week – 1:51:50

1-Click Subscribe in iTunes
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Show Details:

  • (0:00:10-0:11:09) But First
    • Agenda
    • Sick People
    • Airplane WiFi
    • Work without Internet?
  • (0:11:45-0:34:25) Lightning Round
    • Microsoft Tay
    • Pakistan Bombing / Egyptian Hijacking
    • Obama Approval Ratings
    • Apple vs FBI
    • Phones not protected by 5th Amendment?
  • (0:35:28-0:56:10) Election 2016 – Democrats
    • Washington, Hawaii and Alaska
    • The Sanders Path
    • Sam Caucuses
    • Information Bubbles
  • (0:56:56-1:08:18) Hard Drive Bonus Segment
    • Ivan’s Problem
    • SSD vs Spinning Platter
    • Wirecutter
    • Alex Interlude
    • Separating Media
    • Backups
  • (1:09:38-1:51:30) Election 2016 – Republicans
    • Wisconsin Delegate Allocation
    • Upcoming States
    • Trump Insanity
    • Third Parties and the Pledge
    • Vice Presidential Selection
    • The Trump Insider
    • Trump Presidential Style
    • Rubio keeping delegates
    • Autocorrect

@ElectionGraphs tweets from 2016-04-01 (UTC)