This is the website of Abulsme Noibatno Itramne (also known as Sam Minter). Posts here are rare these days. For current stuff, follow me on Mastodon

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Electoral College: After a Lull, Three States Move

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

We haven’t had an update to the status of any state in my model since June 29th. This is the longest stretch without an update since I started tracking this year’s electoral college race at the end of January. Now, the July 4th holiday was in the middle of that, and so polling was sparse for awhile, but still, there were plenty of polls, they just didn’t actually move states into new categories. Until today. We finally get three states moving today. Two move in Romney’s direction, one moves toward Obama.

So, in order by electoral weight:

I added three new polls to the database for Virginia (13 ev) today and between them the five poll average pops up to exactly 5.0%, which puts Virginia back in the “Weak Obama” category, but just barely. The next poll could easily knock Virginia back into a less than 5% lead for Obama and make the state a swing state again. But for the moment, we take Virginia off the list of states where Romney has a shot.

One thing to note about the Virginia results. One of the new polls I added today was a PPP poll that ended July 8th that included the Constitution Party Candidate, Virgil Goode, who took 9% of the vote, mostly from Romney, which of course improves Obama’s position. Generally I find out about polls quicker than that, but today is the first day this one popped up in one of the sources I use regularly.

My policy generally is to use polls that include third parties as long as the people they include are definite candidates and not speculative. Goode was named the candidate for the Constitution Party back in April, so he counts. Because of this I also retroactively added another Virginia poll from April that included Goode. This changes the historical chart slightly, as that old poll expands Virginia’s previous experiment with being “Weak Obama” from having covered just May 26 to June 4th, to covering the longer period May 4th to June 8th. One should note of course that support for third party candidates typically collapses as election day approaches.

Next up is Nevada (6 ev). Recent polls show Obama’s lead slipping below 5%. So Nevada once again drops into swing state status. Obama’s lead in the five poll average is now 4.0%, which is not insubstantial, but is potentially within reach for Romney if events and the campaign narrative go his way. A 4% lead can disappear overnight with the right events in the news. So winning Nevada is once again considered part of Romney’s best case.

And finally New Mexico (5 ev). Obama’s lead in the five poll average drops under 10%, so I move it from “Strong Obama” to “Weak Obama”, but it is still not particularly close. Obama’s lead has to drop a lot more before it gets into swing state territory. Having said this, the last two polls in New Mexico are a very significant drop from earlier polls, and show things getting a lot closer. Both of these polls are from PPP though, one including Libertarian Gary Johnson, and one not including him. Since both polls are from one source, taken from the same underlying sample I believe, there is a chance they are outliers. We’ll have to wait for more polls to confirm. If this turns out to be real movement rather than sampling error, then this could be a pretty significant movement away from Obama in New Mexico.

So what does all this do to the overall situation? Well, New Mexico’s change does not effect the inventory of swing states, so it doesn’t affect the three main lines in our model at all. Nevada moves into swing status, but Virginia leaves it. Virginia is bigger, so today’s net effect is to make Romney’s best case worse by 7 electoral votes:

Romney Obama
Romney Best Case 304 234
Current Status 206 332
Obama Best Case 170 368

So, as a whole, Obama wins today’s updates. But Romney still has a variety of paths to victory. Over the course of June, he took a lot of states Obama was ahead in by more than 5% and made them close. Virginia has hit 5% again, but just barely. That may be ephemeral. We have a ton of states that are close right now. True, most of them are still on Obama’s side of the line, and Obama still wins handily if he takes every state he is ahead in. But you have to make states close before you make them yours, and Romney has slowly but surely been doing that.

Romney did have a bad week last week, but state polls are sparse enough, it takes more than a few days of bad news for a trend to start showing up in the electoral college models. If the current status in Virginia gets confirmed by more polls, and other states start going that way too, then perhaps this is a start of a movement back away from Romney and toward Obama. But for the moment it is too early to tell.

Edit 2012 Jul 20 14:04 UTC: Actually updated the historical chart with the Virginia correction, which I’d neglected to do when this was first posted. Sorry!

Curmudgeon’s Corner: The Summer of Boredom

In the latest Curmudgeon’s Corner Sam and Ivan talk about:

  • Congressional Deadlock
  • 2012 Election Analysis Update
  • Romney, Bain and Taxes
  • LIBOR Scandal

Recorded on 15 Jul 2012

Length this week – 58:49

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Electoral College: New Hampshire Swings!

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

One state moves today, and once again it is a move in Romney’s direction:

New Hampshire gets a flurry of polls at the end of June and it becomes clear that the race has gotten a lot closer since the last round of polling in May. Obama’s lead in the five poll average drops under 5% to 3.4%, so I once again classify New Hampshire as too close to call, which means I now include the possibility of winning New Hampshire in Romney’s best case:

Romney Obama
Romney Best Case 311 227
Current Status 206 332
Obama Best Case 170 368

As we near the end of June, we see that it has been a very good month for Romney in this analysis.

A month ago on May 29th, Romney’s best case was to tie (269 to 269). His best case is now to win by 84 electoral votes (311 to 227). Slowly but surely, he has been moving “Weak Obama” states where Obama had a lead over 5%, into the zone where those states are close enough to be within reach. Michigan (16), Virginia (13), Colorado (9), and New Hampshire (4) all made this move in the last month.

He has also made some movement in reducing Obama’s best case by increasing his lead in Arizona (11). On May 29th Obama’s best case was to win by 220 electoral votes (379 to 159). Now it is to win by only 198 electoral votes (368 to 170).

So Romney is doing what he needs to be doing, getting more states into play, giving himself many more “paths to victory” and thus a lot more flexibility into how to attack the electoral college.

It is worth noting though that our third line, the one representing what happens if everybody wins every state where they are even slightly ahead in the polls, has not moved at all in the last month! A month ago it showed Obama winning 332 to 206, and it shows the same thing today. So while Romney has been reducing Obama’s lead in a variety of states, he hasn’t yet started moving states “over the line” toward him.

Perhaps in July.

Electoral College: Big Move for Romney, Michigan and Wisconsin both Swing!

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

Two states moving today, both toward Romney:

First up, Michigan, with 16 electoral votes. In the last week Obama’s lead in the five poll average in Michigan dropped below 5%, then popped back above 5%, and now it once again drops below 5%. At the moment it sits at a 4.1% lead. The trend toward Romney over the last few polls seems clear though, and this puts Michigan once again into my swing state category.

Now Wisconsin, with 10 electoral votes. Wisconsin is looking pretty similar to Michigan. It is also a state where Obama’s lead was briefly over 10% in the spring, but where Obama’s lead has been deteriorating since then. The five poll average had dipped below 5% in mid-May, popped back above 5% on June 8th… and now is falling back below that level again with the latest poll. Obama’s lead in Wisconsin now sits at 4.4%. So Wisconsin becomes a swing state again too.

With both of these states now “too close to call” as far as my model is concerned, Romney’s “best case” improves significantly:

Romney Obama
Romney Best Case 307 231
Current Status 206 332
Obama Best Case 170 368

Just yesterday, I was talking about how the current state of the race was about the same as it was two months ago and if Romney wanted to change this, he should get started. So is this the start of that?

Well, maybe. But last time I said it looked like Romney was breaking out, the very next day a new poll moved things back in the other direction. So I’m going to refrain from drawing any conclusions like that yet, even though Romney’s best case is better than it has been since February, he has many more paths to victory than he did in April and May, and not even Florida is a “must win” state any more.

No question that this does look very good for Romney. If the next few polls keep Michigan and Wisconsin close, and if more polls in the “Lean” and “Weak” categories show movement toward Romney, then we’ll know that this isn’t just fluctuations in the polls, but is real motion in Romney’s direction. I just don’t want to jump the gun again.

Obama still has a significant advantage and would be a heavy favorite to win if the election was held today. But stay tuned! If there is broad based movement toward Romney, and a few more critical states move in his direction, things will start looking a lot more competitive and a lot more interesting in a hurry!

Curmudgeon’s Corner: Five Years? Wow!

In the latest Curmudgeon’s Corner Sam and Ivan talk about:

  • Retina Macbook Pro / Happy Anniversary
  • iOS 6 / GPS Navigation / Fender Benders
  • Obama Immigration Actions

Recorded on 17 Jun 2012

Length this week – 53:06

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Electoral College: Arizona moves toward Romney again

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

One change today. Movement in Romney’s direction again:

So with the latest poll in Arizona, Romney’s lead in the five poll average is once again at 5% which puts it back in the “Weak Romney” category, and makes me take the possibility of Obama winning off the table in my models. This diminishes Obama’s best case by 11 electoral votes:

Romney Obama
Romney Best Case 281 257
Current Status 206 332
Obama Best Case 170 368

Obama’s best case is still better than his 2008 result of 365 to 173, but just barely.

Also, all three models are at almost exactly the same places they were at the end of April. Almost two months further along, and effectively neither candidate has moved the needle at all. Some bouncing of the numbers up and down a little bit in between, but net… no change. (Well, Romney’s best case was SLIGHTLY better, by 3 electoral votes, back at the end of April… but close enough.)

One of the things I keep saying is that while Obama’s lead in these models is substantial, and if the election was held today, an Obama victory would be a pretty safe bet… it is important that the election is NOT today, and there is still plenty of time for things to change. So far though… the situation is remaining pretty static. So if Romney wants to change this picture, he really should get started at some point.

Conventional wisdom of course is that most voters don’t start paying attention until the conventions… which start at the end of August. So we may have another two months of doldrums to live through before things start getting lively and the polls start moving more.

Electoral College: Michigan stops swinging after only one day! (Plus Wisconsin correction)

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

So, um, the change from yesterday, I guess, well, never mind:

So, yesterday a new poll pulled Obama’s lead in the five poll average in Michigan under 5%. Today another new poll pulls that lead back up over 5% again. Easy come, easy go I guess. This takes Michigan once again out of the set of states we consider going both ways in our models.

Romney Obama
Romney Best Case 281 257
Current Status 206 332
Obama Best Case 159 379

So, we can, for the moment anyway, just take everything I said yesterday about momentum in Romney’s direction, and say “OK, maybe not so much after all”. Romney’s best case is now back in the range it has been ever since the end of February, with relatively narrow paths to victory. Maybe we’ll see a more permanent move in that direction soon… but not yet.

Meanwhile, one final correction due to the data from a spreadsheet provided by Darryl at HorsesAss. With more precise information from a poll back in February, one of Wisconsin’s transitions, from Weak Obama to Strong Obama, moves from March 30th to March 31st. The rest of Wisconsin’s history stays the same (it has moved around several times), as does the current situation as a “Weak Obama” state where Obama leads by between 5% and 10%. This only affects the older part of the historical chart. That chart is adjusted starting with today’s update.

Electoral College: Michigan Swings!

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

One state changing status today, and it is a big one heading in Romney’s direction…

So Michigan, where as recently as the end of May, Obama’s lead in the five poll average had been more than 10%, is now too close to call as Obama’s lead falls below 5%. The state is still leaning Obama, but with the five poll average at an Obama lead of only 4.8%, that lead could disappear overnight with the right combination of events.

This change in Michigan has been very dramatic. In fact, the rapidity with which Obama’s lead in Michigan collapsed should be a reminder than things can and do sometimes change quickly. It is tempting to say in retrospect that the two polls in February showing Obama with 15%+ leads in February may have been outliers… without them the drop would look less dramatic, but still… with sparse polling it is hard to distinguish outlier polls from actual movements in opinion. And there were two of them, not just one. These could have been outliers, but in February Romney was getting beaten up in Michigan by Santorum, so a decline in his support at that time also seems reasonable.

In either case, the most recent five polls show a close race, slightly in Obama’s favor, so Michigan is once again a swing state in our model. This improves Romney’s “best case” where we have him winning all of the states that are currently “close”:

Romney Obama
Romney Best Case 297 241
Current Status 206 332
Obama Best Case 159 379

At this point Romney’s best case gives him 28 more electoral votes than is needed to tie. This makes Florida the only “must win” state. Romney can now afford to lose any one of the other close states, or multiple of the smaller close states. He has many more paths to victory than he had a few weeks ago.

Romney’s “Best Case” line is now better than it has been since February. It finally looks like Romney may have put most of the damage caused by the primary season behind him, and is now pulling things his direction… moving this in the direction of actually becoming a competitive race. Romney’s best case still isn’t back where it was in January, but it it certainly looks a lot better for him than it did in April and May, at least in terms of his best case.

Now, the “everybody wins every state they are even slightly ahead in” line still shows a pretty clear Obama victory. But in order to bring states onto your side of that line, you first have to bring down Obama’s lead in those states… and that is exactly what has been happening. Romney is pulling states that looked pretty safe for Obama and starting to make them competitive. If the trend continues, he will start to pull into the lead in some of those… and maybe take some that look competitive now and make them start looking like safe Romney states.

It has also been a bad couple weeks for Obama in the news cycle of course. It is also possible recent events will blow over and Obama will pull some of these states back in his direction. Stay tuned.

Electoral College: Minnesota and Wisconsin move toward Obama (and Tennessee Correction)

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

Two states change status today, and they are both moves in Obama’s direction:

First up, Minnesota (10 ev) moves to “Strong Obama” as Obama’s lead in the state in the five poll average tops 10%. Minnesota has been pretty sparsely polled. Obama has always been significantly ahead in Minnesota, but some polls from last year had it close enough that maybe Obama would need to do a little defense in Minnesota. With the new polls, it is looking like Minnesota is safe enough that Obama can essentially ignore it. At least for now.

Second and more importantly, Obama’s lead in Wisconsin once again moves over 5%. From May 17th until today Obama’s lead had dropped below 5%, leading me to classify Wisconsin as only “Lean Obama” and therefore as a swing state. This weakening appears to have been short lived. Wisconsin is now back in the “Weak Obama” status, meaning that Obama has a significant lead, but not a big enough lead to feel safe about the state and ignore it.

Of these two changes, only Wisconsin effects the range of scenarios, reducing Romney’s margin in his best case, since that state is no longer on the table for him.

Romney Obama
Romney Best Case 281 257
Current Status 206 332
Obama Best Case 159 379

This now gives Romney a 12 electoral vote margin above the 269 he needs to tie. This makes Florida (29), Ohio (18), North Carolina (15) and Virginia (13) all into “must win” states for Romney. He can afford to lose any one of Arizona (11), Tennessee (11), Missouri (10), Colorado (9) or Iowa (6), but not two.

Finally, as I continue to go through the old data provided by Darryl at HorsesAss I find another old poll that requires a correction to my time series chart. This time it is an old Tennessee poll from October 2011. Frankly, it looks very much like an outlier compared to other Tennessee polls, showing Romney ahead by 18%, where his strongest showing in any other poll was a 7% lead, but it is a poll I would have included had I known about it, so there it is. The result of including this poll is to change the date when Tennessee moved from “Weak Romney” where it started the year to “Lean Romney” where it is now from March 2nd to May 24th. This is an almost three month move because Tennessee has been very sparsely polled. This only changes the historical status, not where Tennessee is today, which is a 4.2% Romney lead in the five poll average, making Tennessee a “swing state” in our model, but just barely.

The historical graphs have been corrected as of today’s post.

Electoral College: Virginia Swings Yet Again

Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate. Both 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.

One state changes status today, and for the third time in a row, it is a change in Romney’s direction…

For a brief period starting May 26th, Obama’s lead was 5% in the five poll average in Virginia which put it in my “Weak Obama” category. No more. With today’s update it falls to 4.6%. So we once again move Virginia to “Lean Obama” which means it is a swing state in my model. This means Romney’s “best case” improves…

Romney Obama
Romney Best Case 291 247
Current Status 206 332
Obama Best Case 159 379

Romney’s best case now has him with 22 more electoral votes than he needs to tie. He is still significantly behind in terms of disposition of the swing states… there are many more ways for him to lose than there are to win… but he has many more different paths to win now. Florida (29) is now the only “must win” state that he just can’t win without. He can now afford to lose some of the others.

Romney is doing what he needs to do, pulling “Weak Obama” states back down to where they are close and in contention. This is opening up the race a bit. If this trend continues, and if Romney is also able to start pulling some “Lean Obama” states to “Lean Romney”, and some “Lean Romney” to “Weak Romney” (taking them out of play for Obama) then this might start to become the close race that some commentators talk as if it already is.

Edit 2012 Jun 5 17:18 UTC – Corrected wording which stated Obama’s five poll average was over 5%, when actually it was exactly 5%.