Monday, September 22, 2008

About Those Zogby Interactive Polls...(The McCain Bounce Revisited)

As I alluded to a week ago, I wanted to examine the post-convention bounce McCain enjoyed without the seemingly over-inflated numbers from Zogby's internet polling outfit. Why? Well again, I did this same thing with the post-clinch bounce Obama had throughout June. The first wave of Zogby state polling was seemingly overly supportive of Obama and really skewed the bounce the Illinois senator got in his favor. The underlying message is that the polling that Zogby has been doing through voluntary online surveys seems to drift with the political winds. That may not be a fair characterization since the first wave involved 34 states total, while the second and third waves have been pared down to ten or so battleground states. It may not be fair, but I'll stick with that description for the time being.

Well, what were the results (...of these now week and half old polls)?

Zogby Interactive -- Wave Three (Sept. 9-12)
StatePollMargin
Colorado
Zogby Interactive
+2
Florida
Zogby Interactive
+10.3
Michigan
Zogby Interactive
+5.7
Missouri
Zogby Interactive+6.1
Nevada
Zogby Interactive
+7.6
New Hampshire
Zogby Interactive
+6.3
New Mexico
Zogby Interactive
+1.5
North Carolina
Zogby Interactive+1.5
Ohio
Zogby Interactive
+5.9
Pennsylvania
Zogby Interactive
+4.8
Virginia
Zogby Interactive
+6.5

There is a lot of red on that list and surprisingly that red stretches into a trio of states, Colorado, New Hampshire and Pennsylvania, that are currently among the group of Obama toss ups. North Carolina, once again, has a result contrary to what has been witnessed throughout other polling recently. That has been the mark of Zogby's efforts in the state across the three iterations of surveys, though. Finally, Michigan of all states is apparently immune to the red drift in many of these states, turning in a solidly blue 5.7 point margin for Obama.

That's all well and good, but what effect did these poll have on the electoral college map? Nothing really. Not one of these states changed categories and that can be attributed largely to the number of polls that have been done in all these toss up states and New Mexico over the entire campaign. With an increasing amount of polling activity in the most competitive states, outliers are absorbed into the backend of the weighted average with little, or in this case no, effect. But while the electoral college was left unchanged, the assessment of the bounce the McCain-Palin ticket got out of the GOP convention did not. The picture without these polls from Zogby was a bit mixed. McCain gained, especially in traditionally Republian states that had been closer than history would indicate prior to the convention. However, his momentum in FHQ's toss up states was less pronounced. The Arizona senator had the averages moving in his direction in seven of the 11 toss up state, but Obama still had New Hampshire, Pennsylvania, Missouri and Indiana moving toward him since the pre-convention baseline was set on August 24.

[Click Map to Enlarge]

But New Hampshire and Pennsylvania were among the Zogby polls that showed a McCain lead. They were and both those polls had the effect of shifting the averages in the Arizona senator's direction. In Nevada and Ohio the bounces increased as well, moving from the "barely moved" range into the middle category of movement -- a one to two point change in the average over the convention period and its aftermath. All was not lost for Obama, however. Based on the strength of Zogby Michigan poll, the trend in the Wolverine state began to favor the Illinois senator. And the surprising Obama lead in North Carolina helped mute the effect McCain got out of his convention in North Carolina.

Given that we see such volatile changes based on a series of polls that may not be all that representative, why include them at all? A valid question. One that I'll answer with another question: What happens to the weighted averages when we back out all three waves of Zogby polling? If the effect is minimal, no harm, no foul, right? But if there is a decided shift toward one of the candidates, then the idea of the polls' inclusion may need to be revisited. Since the first two waves were seen as favorable to Obama, it could be hypothesized that McCain would stand to benefit from those polls being omitted.

Here is the electoral map from today:
[Click Map to Enlarge]

And here is how the map would look tomorrow if the Zogby polling were dropped from the averages (Huh? Tomorrow? How does that square with the map for today? This gives you a sneak peek for tomorrow's update. It includes the polling released today, all 18 polls from 15 states.):
[Click Map to Enlarge]

Yeah, that's it. North Carolina is the only state that changes categories based on the three waves of Zogby polling being dropped. But as we have seen, changing the color on one state on a map doesn't really provide us with the full picture.

The Electoral College Spectrum*
HI-4
(7)**
MA-12
(157)
CO-9***
(269/278)
ND-3
(160)
KS-6
(64)
VT-3
(10)
WA-11
(168)
NH-4***
(273/269)
WV-5
(157)
NE-5
(58)
RI-4
(14)
IA-7
(175)
NV-5
(278/265)
SC-8
(152)
AR-6
(53)
IL-21
(35)
MN-10
(185)
OH-20
(298/260)
AK-3
(144)
TN-11
(47)
CT-7
(42)
OR-7
(192)
VA-13
(311/240)
TX-34
(141)
KY-8
(36)
NY-31
(73)
NJ-15
(207)
IN-11
(322/227)
GA-15
(107)
AL-9
(28)
CA-55
(128)
WI-10
(217)
FL-27
(349/216)
SD-3
(92)
WY-3
(19)
MD-10
(138)
NM-5
(222)
MT-3
(352/189)
MS-6
(89)
OK-7
(16)
ME-4
(142)
MI-17
(239/316)
MO-11
(363/186)
LA-9
(83)
ID-4
(9)
DE-3
(145)
PA-21
(260/299)
NC-15
(175)
AZ-10
(74)
UT-5
(5)
*Follow the link for a detailed explanation on how to read the Electoral College Spectrum.
**The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, McCain won all the states up to and including Pennsylvania (all Obama's toss up states, but Michigan and New Mexico), he would have 299 electoral votes. Both candidates numbers are only totaled through their rival's toss up states. In those cases, Obama's number is on the left and McCain's is on the right in italics.

***
The line between Colorado and New Hampshire is the where Obama crosses (or McCain would cross) the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line. Both states are currently favoring Obama, thus the blue text in those two cells.

As we look at how the Electoral College Spectrum and Watch List would look with today's polls included, but the Zogby polls omitted, what we see is that there are not that many changes, but what changes there are, are almost wholly within Obama's coalition of states. Maine, Maryland and Massachusetts all saw decreases in their respective averages. Not enough, to warrant any worry from the Democrats or joy from Republicans, but noticeable changes for states that have remained largely unchanged over the summer. The biggest shake up is among the Obama lean states. Of those, only Washington kept its same position, close to being a strong Obama state. Iowa came out stronger without the Zogby polls in the equation, jumping New Jersey, Oregon and Minnesota. Without the June Zogby poll, Minnesota also inches even closer toward being competitive as measured by FHQ's weighted average.

The Watch List*
StateSwitch
Alaskafrom McCain leanto Strong McCain
Delawarefrom Strong Obama
to Obama lean
Massachusettsfrom Strong Obama
to Obama lean
Nevadafrom Toss Up McCainto Toss Up Obama
New Mexicofrom Obama leanto Toss Up Obama
North Carolinafrom McCain lean
to Toss Up McCain
Ohiofrom Toss Up McCain
to Toss Up Obama
South Carolinafrom McCain leanto Strong McCain
Texasfrom Strong McCainto McCain lean
Washingtonfrom Obama lean
to Strong Obama
Wisconsinfrom Obama leanto Toss Up Obama
*Weighted Average within a fraction of a point of changing categories.

And the Watch List? Virginia will be back on the list tomorrow -- with the Zogby polling included -- but without the Zogby date, the Old Dominion would be back off the list. Ohio is very close to sliding off the list without those polls as well. Georgia will come off the list tomorrow with or without these polls and South Carolina is slightly safer for McCain with that 1 point Obama lead in their June poll dropped from consideration. Finally, Massachusetts reenters the list as well after a prolonged absence. Well, the Bay state would be back on if the Zogby poll there weren't propping the state's average up to some degree.

In the end, the biggest surprise was that South Carolina didn't shift into safer McCain territory. North Carolina's shift was expected, but even that move was muted. The lesson here is that, yeah, Zogby adds some noise, but the overall effect is not that severe. Should we keep them, should we drop them? That, my friends, is certainly up for discussion.


Recent Posts:
The Electoral College Map (9/22/08)

Today's Agenda

The Electoral College Map (9/21/08)

The Electoral College Map (9/22/08)

Sunday's polls offered a mixed bag of results for both candidates. Of the nine polls from 7 states, the pair of surveys out of Florida continued to show a race drawing closer, while following the tie in the Big Ten poll of Iowa, the two polls in the Hawkeye state show the exact opposite. That outlier, then, appears to be just that. An anomaly. Other than those two, both Ohio and Virginia remain well within the margin of error -- despite the wider spread in the University of Cinncinati survey of Ohio -- and the formerly large Obama gap in Minnesota continues to contract. But the race across all the Rust Belt and north midwestern states is heading in much the same direction.

New Polls (Sept. 21)
StatePollMargin
Alabama
Univ. South Alabama
+27
California
ARG
+14
Florida
Miami Herald/St. Pete Times
+2
Florida
Research 2000
+1
Iowa
ARG
+14
Iowa
Research 2000
+7
Minnesota
ARG
+1
Ohio
University of Cinncinati
+6
Virginia
ARG
+2

But Minnesota still has not budged too terribly much on the map or on the Electoral College Spectrum. In fact, the map is unchanged since yesterday's South Carolina shift. Obama maintains his eight electoral vote edge over McCain due in large part to the fact that the five state block from Colorado through Virginia is stationary through the addition of these nine polls. If there is any change to the electoral vote tally, it will be triggered most likely by the movement of one of those five states. And only Nevada and Ohio are currently on the Watch List below.

[Click Map to Enlarge]

Though Minnesota does not shift again, despite yet another close poll, it is within a fraction of a point of jumping Oregon and closer to a toss up distinction. But the North Star state isn't there yet. Of the five polls released since the beginning of September in Minnesota, all have been within three points with the exception of the CNN poll that was conducted in the time between the two conventions. So while the FHQ average is not yet yielding a result in line with this recent trend, it has shifted by almost two points. Four polls, after all, is just more than one-sixth of the number of surveys conducted in the state. We have a trend and the average is following that trend, but cautiously.

The Electoral College Spectrum*
HI-4
(7)**
DE-3
(157)
CO-9***
(269/278)
ND-3
(160)
AR-6
(64)
VT-3
(10)
WA-11
(168)
NH-4***
(273/269)
WV-5
(157)
KS-6
(58)
RI-4
(14)
MN-10
(178)
OH-20
(293/265)
SC-8
(152)
NE-5
(52)
IL-21
(35)
OR-7
(185)
NV-5
(298/245)
AK-3
(144)
TN-11
(47)
CT-7
(42)
NJ-15
(200)
VA-13
(311/240)
TX-34
(141)
KY-8
(36)
MD-10
(52)
IA-7
(207)
IN-11
(322/227)
GA-15
(107)
AL-9
(28)
NY-31
(83)
NM-5
(212)
FL-27
(349/216)
SD-3
(92)
OK-7
(19)
CA-55
(138)
WI-10
(222)
MT-3
(352/189)
AZ-10
(89)
WY-3
(12)
ME-4
(142)
MI-17
(239/316)
MO-11
(363/186)
MS-6
(79)
ID-4
(9)
MA-12
(154)
PA-21
(260/299)
NC-15
(378/175)
LA-9
(73)
UT-5
(5)
*Follow the link for a detailed explanation on how to read the Electoral College Spectrum.
**The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, McCain won all the states up to and including Pennsylvania (all Obama's toss up states, but Michigan), he would have 299 electoral votes. Both candidates numbers are only totaled through their rival's toss up states. In those cases, Obama's number is on the left and McCain's is on the right in italics.

***
The line between Colorado and New Hampshire is the where Obama crosses (or McCain would cross) the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line. Both states are currently favoring Obama, thus the blue text in those two cells.

Finally, the Watch List from yesterday remains intact. These ten states plus the McCain lean states are still the ones to keep our eyes on. Are those medium red states moving toward competitiveness or toward McCain? And will and other states -- such as New Mexico or Wisconsin -- shift to toss ups?

The Watch List*
StateSwitch
Alaskafrom McCain leanto Strong McCain
Delawarefrom Strong Obama
to Obama lean
Georgiafrom Strong McCainto McCain lean
Nevadafrom Toss Up McCainto Toss Up Obama
New Mexicofrom Obama leanto Toss Up Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up McCain
to Toss Up Obama
Texasfrom Strong McCainto McCain lean
Washingtonfrom Obama lean
to Strong Obama
Wisconsinfrom Obama leanto Toss Up Obama
*Weighted Average within a fraction of a point of changing categories.

Since we have a status quo post here, let me take an opportunity to pose a question to our readers in the hopes of jumpstarting a discussion. I have had several discussions lately about the changing definition of what a toss up state is. In other words, is a state that was a toss up at five points in June or July, still a toss up with the same five point margin today? So the definition of a toss up is something of a moving target, shrinking as the campaign draws toward its culminating point on election day. Now that the system has calmed down to some degree after the convention bounces, I think it may be the best time to move that line, especially with the next series of shocks set to commence on Friday with the first debate. What do you think?

Let's look at a couple of examples, so those wishing to comment can make as informed a decision as possible.

If the line is moved from a five point margin to a four point margin...
...McCain gains just Missouri and North Carolina.
...Obama's list of states holds steady.
...the total number of toss up states drops from 12 to 10.

If the line between lean and toss up is downgraded to the 3 point mark...
...McCain shifts Florida and Montana into his lean category.
...Obama adds Michigan as a lean state.
...the total number of toss up states decreases from 12 to seven.

The likelihood of the five states in question switching sides is diminishing, but I don't know whether the window is completely shut either. The question, then, is is this a good time/the best time to make this move with the debates coming up? It is a nice line of demarcation in the events on the ground, but it may not offer the best time for such a transition. Thoughts?

I should add that I'm inclined to go ahead and move the line down to three and leave it there for the duration of the race. If any of these states are going to be toss ups they'll likely move in that direction anyway.


Recent Posts:
Today's Agenda

The Electoral College Map (9/21/08)

The Electoral College Map (9/20/08)

Today's Agenda

Alright folks, I'm off to a late start to my blogging day today. However, I've got a few things I'd like to get out today. I'll have an electoral college update up shortly, one that will finally incorporate those Zogby numbers from last weekend.

More to the point on that Zogby data, I'll have a revised look at the convention bounce with that date included. I'll also take that opportunity to examine the overall utility of that series of three polling waves from the firm. If the effect is minimal, I'll retain them, but if the averages are significantly skewed with them included (vs. having omitted them), I may consider dropping them. Hold on, now that McCain may be advantaged by these polls, FHQ is considering removing them from the equation. Maybe, but given the increase in polling frequency, such potential outliers could quickly be normalized with the averaging formula. So it is possible, but not necessarily probable that the Zogby data will be dropped. Keep in mind that the first two waves favored Obama. Dropping them from the average would actually cause, in some cases, the average margins to narrow.

Finally, Scott had a really nice look at the state of the race from a bit of a different angle yesterday. I'd like to give that examination its proper due; more than just something that gets lost in the comments.

There are few other things that I may also get to today, but they may be pushed to tomorrow.


Recent Posts:
The Electoral College Map (9/21/08)

The Electoral College Map (9/20/08)

The Electoral College Map (9/19/08)

Sunday, September 21, 2008

The Electoral College Map (9/21/08)

There's a lot of blue out there today. Much of that has to do with the fact that the group of states represented in the polling out on Saturday was comprised mostly of blue states. States like Connecticut and Maryland continue to solidly support Illinois senator in the polls. Also, we see both Illinois and Maine bounce back from tighter polls over the last few days with margins closer to what FHQ's average projects. But it isn't all rosy for Obama. The two polls out of Michigan show a dead heat between McCain and Obama. Michigan has been a toss up state all year long, but it, to some extent, has been immunedto some of the fluctuations that have typified other state surveys in this post-convention period. Michigan is one of the few blue toss ups that hasn't shown at least one poll favoring McCain during that time.

New Polls (Sept. 20)
StatePollMargin
Connecticut
ARG
+15
Idaho
Research 2000/Daily Kos
+29
Illinois
Research 2000
+20
Illinois
Rasmussen
+16
Maryland
ARG
+15
Maine
Research 2000/Daily Kos
+14
Michigan
ARG
+2
Michigan
EPIC/MRA
+1
Missouri
Research 2000
+4
North Carolina
Public Policy Polling
0
South Carolina
Rasmussen
+6
Tennessee
ARG
+23

And the red states? Well, the polls from Idaho, Missouri and Tennessee are right around where we would expect them to be. Like Michigan, Misssouri is a red toss up state that has been resilient to the volatility we've witnessed lately. In the Carolina's, however, there is a lot of action. Above, we discussed states bouncing back from seemingly anomalous polling results. Both North and South Carolina fit well in that discussion. North Carolina has been all over the place in September; from a 20 point McCain advantage immediately following the GOP convention to a tie in the PPP poll released just yesterday. The Tar Heel state is close to being out of reach for Obama, but it is closer to being one of the competitive states than it is a safe McCain state at this point. Is a tie accurate? No, but it is a better indication of the state of play in the Old North state than that bounce-inflated 20 point margin.

Changes (Sept. 20)
StateBeforeAfter
South Carolina
Strong McCain
McCain lean

Just south of North Carolina, the six point margin in yesterday's Rasmussen poll of the Palmetto state is likely below where South Carolina will end up in November, but it is closer to right than the 22 point range in Friday's ARG poll. Again, like Alaska, a lack of overall polling in South Carolina makes the average -- even a weighted average -- more vulnerable to outliers than traditional swing states like Florida, Ohio and Pennsylvania, each of which have over 40 polls each during this cycle. The outcome? South Carolina shifts back to a McCain lean state. Will it stay there? My guess is that it won't (Yeah, a big blow to some South Carolina Democrats I know.). South Carolina just feels like one of those 10-12 point margin states for McCain. FHQ typically steers well clear of gut feelings, but this is one I feel fairly confident about. [Keep in mind that this election is one that is tailor made for making such predictions look stupid in a heartbeat. Those same SC Democrats I mentioned above won't let me hear the end of it if I'm wrong, I'm sure.]
[Click Map to Enlarge]

So South Carolina, after looking like it was moving with the recent trend line away from Republican "lean" status, appears as if it may be crowding in on West Virginia's place as the "contrary state" of the moment. Caution alert: we'll need more polling in South Carolina to back that assertion up. Just based on my gut feeling above, we would be expected to see South Carolina move closer to McCain than away from him at this point.

The Electoral College Spectrum*
HI-4
(7)**
DE-3
(157)
CO-9***
(269/278)
ND-3
(160)
AR-6
(64)
VT-3
(10)
WA-11
(168)
NH-4***
(273/269)
WV-5
(157)
KS-6
(58)
RI-4
(14)
MN-10
(178)
OH-20
(293/265)
SC-8
(152)
NE-5
(52)
IL-21
(35)
OR-7
(185)
NV-5
(298/245)
AK-3
(144)
TN-11
(47)
CT-7
(42)
NJ-15
(200)
VA-13
(311/240)
TX-34
(141)
KY-8
(36)
MD-10
(52)
IA-7
(207)
IN-11
(322/227)
GA-15
(107)
AL-9
(28)
NY-31
(83)
NM-5
(212)
FL-27
(349/216)
SD-3
(92)
OK-7
(19)
CA-55
(138)
WI-10
(222)
MT-3
(352/189)
AZ-10
(89)
WY-3
(12)
ME-4
(142)
MI-17
(239/316)
MO-11
(363/186)
MS-6
(79)
ID-4
(9)
MA-12
(154)
PA-21
(260/299)
NC-15
(378/175)
LA-9
(73)
UT-5
(5)
*Follow the link for a detailed explanation on how to read the Electoral College Spectrum.
**The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, McCain won all the states up to and including Pennsylvania (all Obama's toss up states, but Michigan), he would have 299 electoral votes. Both candidates numbers are only totaled through their rival's toss up states. In those cases, Obama's number is on the left and McCain's is on the right in italics.

***
The line between Colorado and New Hampshire is the where Obama crosses (or McCain would cross) the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

With those 8 electoral votes shifting back into the middle category on the Republican side, the total grows to 19 electoral votes; hardly better than the 11 before hand. That doesn't give FHQ much reason to alter its thinking about this race at the moment. There are three very clear distinctions among the blue states, but only two on the Republican side. Though that is being reiterated again today, it doesn't change that fact that the bottom line remains the same. Obama continues to maintain a slight advantage in the electoral college.

The Watch List*
StateSwitch
Alaskafrom McCain leanto Strong McCain
Delawarefrom Strong Obama
to Obama lean
Georgiafrom Strong McCainto McCain lean
Nevadafrom Toss Up McCainto Toss Up Obama
New Mexicofrom Obama leanto Toss Up Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up McCain
to Toss Up Obama
Texasfrom Strong McCainto McCain lean
Washingtonfrom Obama lean
to Strong Obama
Wisconsinfrom Obama leanto Toss Up Obama
*Weighted Average within a fraction of a point of changing categories.

South Carolina may be physically off the Watch List now for immediately changing categories, but it remains a state to watch simply because of where it is taking up space: the shrinking McCain lean category. But with South Carolina off, the list is down to just ten states and only half of those involve states that could move into or away from toss up status. The gaps in the other states are too great at this point for either candidate to make it interesting. So though Georgia and Texas are on the line close to switching to lean states, that really wouldn't help Obama much. Losing by 7 points in November is the same as losing by 20 or 40 points. [Alright electoral college haters, that's your cue.] With just more than six weeks left, those margins are too wide to make any difference.


Recent Posts:
The Electoral College Map (9/20/08)

The Electoral College Map (9/19/08)

The Electoral College Map (9/18/08)

Saturday, September 20, 2008

The Electoral College Map (9/20/08)

There was a drop in the number of state polls released yesterday compared to the last couple of days, but there was no lack of competitive states surveyed to enhance our understanding of what is happening in each. The gap seems to have been bridged in Indiana. The last two days have seen a bevy of polls emerge from the Hoosier state, but the picture really hasn't changed. The race there is still close, but continues to favor McCain. If we look at the 3-4 point range as being within the margin of error then Indiana falls in that range. It isn't a close as the trio of Nevada, Ohio and Virginia, but Indiana isn't that far off either. For a state that has been as reliably Republican as any, the continued competitiveness remains a remarkable storyline in a race that has no lack of them.

New Polls (Sept. 19)
StatePollMargin
Alaska
Research 2000/Daily Kos
+17
Indiana
ARG
+3
Indiana
Rasmussen
+2
Iowa
Survey USA
+11
Kentucky
Research 2000/Daily Kos
+18
Maine
Rasmussen+4
Michigan
Marist
+9
North Carolina
Elon
+6
North Dakota
Research 2000/Daily Kos
+13
North Dakota
ARG
+9
Ohio
Marist
+2
Oklahoma
ARG
+27
Pennsylvania
Marist
+5
Washington
ARG
+6

A day after the Big Ten surveys showed a tie in Iowa, Survey USA rebuts with a poll more in line with the numbers that have emerged from the Hawkeye state since the beginning of September. Among some of the other recent blue states, Maine suddenly looks tight. The standard line is that we'll have to wait and see if this one is an outlier or the beginning of a trend. However, we can say this: A month after Rasmussen charted the race in Maine as a 22 point lead for Obama, the firm had the Illinois senator up by just 8 in July. In August, the number was back up to 14 and September may or may not be another odd numbered month dip in the Pine Tree state. Similarly, the margins in Washington have decreased as well. However, there is a bit more information to back the trend up in this case. But to consider the Evergreen state as anything other than an Obama lean at this point is a stretch. In fact, the six point edge Obama has in the ARG poll would seem to indicate that that is very much in line with where FHQ has the race pegged at the moment.

Among the red states, North Dakota inches even further into McCain territory with a pair of solid poll results for the Arizona senator. The averages have corrected themselves over time, but I'm starting to look at Montana and North Dakota in the same way that I looked on Alabama and Mississippi earlier in the summer. Neighbors, Mississippi and Alabama hold a fair amount of overlap demographically and politically. But the polls showed Obama much closer (about ten points) in Mississippi than in Alabama. The margin isn't as wide on the prairie as it was in the South, but it remains something of a mystery to me that North Dakota has seemingly broken from Montana. Now, it could be that the 2 point McCain margin in the ARG poll of Montana the other day will be an outlier when the polls between now and election day are added in, but at the moment Montana doesn't look to be budging from its position among the toss up states, but North Dakota is gradually making its way onto safer ground for McCain.


[Click Map to Enlarge]

[This is an awful lot of talking FHQ. What about the changes? You act like you're stalling.] Despite all the added information the map holds steady today. Obama not only maintains the eight electoral vote advantage he held a day ago, but there also was no shifting of states/electoral votes between categories; a strange occurrence in a post-convention period marked by a distinct uptick in the frequency of polling.

The Electoral College Spectrum*
HI-4
(7)**
DE-3
(157)
CO-9***
(269/278)
ND-3
(160)
AR-6
(64)
VT-3
(10)
WA-11
(168)
NH-4***
(273/269)
WV-5
(157)
KS-6
(58)
RI-4
(14)
MN-10
(178)
OH-20
(293/265)
AK-3
(152)
NE-5
(52)
IL-21
(35)
OR-7
(185)
NV-5
(298/245)
TX-34
(149)
TN-11
(47)
CT-7
(42)
NJ-15
(200)
VA-13
(311/240)
SC-8
(115)
KY-8
(36)
MD-10
(52)
IA-7
(207)
IN-11
(322/227)
GA-15
(107)
AL-9
(28)
NY-31
(83)
NM-5
(212)
FL-27
(349/216)
SD-3
(92)
OK-7
(19)
CA-55
(138)
WI-10
(222)
MT-3
(352/189)
AZ-10
(89)
WY-3
(12)
ME-4
(142)
MI-17
(239/316)
MO-11
(363/186)
MS-6
(79)
ID-4
(9)
MA-12
(154)
PA-21
(260/299)
NC-15
(378/175)
LA-9
(73)
UT-5
(5)
*Follow the link for a detailed explanation on how to read the Electoral College Spectrum.
**The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, McCain won all the states up to and including Pennsylvania (all Obama's toss up states, but Michigan), he would have 299 electoral votes. Both candidates numbers are only totaled through their rival's toss up states. In those cases, Obama's number is on the left and McCain's is on the right in italics.

***
The line between Colorado and New Hampshire is the where Obama crosses (or McCain would cross) the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

The sad thing is that not even the Electoral College Spectrum changed in any way. To the best of my knowledge, this is the first instance of this ever having occurred. Typically, even paltry polling days shift the Spectrum in some way.

The Watch List*
StateSwitch
Alaskafrom McCain leanto Strong McCain
Delawarefrom Strong Obama
to Obama lean
Georgiafrom Strong McCainto McCain lean
Nevadafrom Toss Up McCainto Toss Up Obama
New Mexicofrom Obama leanto Toss Up Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up McCain
to Toss Up Obama
South Carolinafrom Strong McCainto McCain lean
Texasfrom Strong McCainto McCain lean
Washingtonfrom Obama lean
to Strong Obama
Wisconsinfrom Obama leanto Toss Up Obama
*Weighted Average within a fraction of a point of changing categories.

The status quo, however, was not maintained across all of FHQ's various graphics. The Watch List lost North Dakota with the introduction of two new polls pushing the state further into the McCain lean category. We're rapidly approaching a point when the Watch List idea will have to be revisited. At a point that has yet to be determined, we will have to look at switch states primarily. Those shifting from strong to lean just will not be that consequential with time running out in this race. The focus will then shift to those states on the verge of moving into or out of the toss up category. Toss ups will be focus and for the most part already had been the focal point in discussions of the list, but I will likely continue to include the other, "less consequential" moves on the list...silently.

I have a tangential question to pose as well, but I think I will offer that one up some time tomorrow as an open thread or something similar. I have a mixed bag of things that I'd like to throw out there and I'll likely do it then.


Recent Posts:
The Electoral College Map (9/19/08)

The Electoral College Map (9/18/08)

How Big Was McCain's Bounce?

Thursday, September 18, 2008

The Electoral College Map (9/19/08)

Another day, another 32 polls added to the mix. We continue to see a solidifying of the race on one level -- in some traditionally Republican states -- and more and more volatility in the swing states. Two of yesterday's highlighted swing states, Colorado and Florida, are back in the spotlight today, but for different reasons. Colorado, after giving McCain a series of slight leads in recent polling, shifted back in Obama's direction yesterday. Yes, the National Journal poll shows the race in a dead heat which is where the race had been trending, but the shift back to Obama is based on the ten point margin in the first Insider Advantage survey of the Centennial state. In Florida, the tightening continues. Sure, the six point McCain lead in the Survey USA poll is above FHQ's average in the Sunshine state, but that is more than outweighed by the pair of ties in the state's other two polls. The effect is that Florida is drawing closer as we head down the stretch in this race.

New Polls (Sept. 18)
StatePollMargin
Alabama
Survey USA
+30
Colorado
National Journal
+1
Colorado
Insider Advantage
+10
Connecticut
Rasmussen
+12
Florida
National Journal
0
Florida
ARG0
Florida
Survey USA
+6
Georgia
Rasmussen
+11
Georgia
Survey USA
+16
Georgia
Insider Advantage
+8
Illinois
Big Ten
+15.9
Indiana
Selzer
+3
Indiana
Big Ten
+3.5
Iowa
Big Ten
0
Michigan
Big Ten
+4
Minnesota
Big Ten
+2.8
Nebraska
ARG+26
New Hampshire
ARG+3
New Jersey
Strategic Vision
+4
New Jersey
Rasmussen+13
New Mexico
National Journal
+7
New Mexico
Survey USA
+8
Ohio
National Journal
+1
Ohio
Big Ten
+0.5
Oregon
Hibbitts/Port. Trib.
+10
Pennsylvania
Big Ten
+0.4
South Carolina
ARG
+22
Virginia
National Journal
+7
Virginia
Insider Advantage
+2
Washington
Strategic Vision
+5
WisconsinBig Ten
+0.9

But it isn't all Colorado and Florida. The Big Ten consortium of surveys provides us with a great new source of polling information in a vital area. The Rust Belt has had and continues to have a disproportionate number of swing states compared with other areas of the country. And this series of polls does little to alter that perception. Illinois is the only exception, but the remaining states are all if not within the margin of error, very close to it. That isn't surprising in states like Ohio or Pennsylvania. But these polls do seem to confirm the competitiveness we have witnessed in recent surveys of Minnesota and shows a much tighter race in Iowa than our average would indicate. There have been blips of competitiveness in the Hawkeye state polling throughout this race, but on the whole, it has been firmly planted in the Obama lean category. As is the case when these seeming outliers appear, we will need additional information to confirm that this is, in fact, a trend. [This does speak to some of these rather wide ranges of polling results in some states recently.]

Changes (Sept. 18)
StateBeforeAfter
South Carolina
McCain lean
Strong McCain

Outside of the Rust Belt, though, there are some other areas of note. Further south, both Virginia and South Carolina offer interesting trends as well. In Virginia, a series of mid- to upper single digit leads for McCain over the last week plus have pushed the commonwealth's average far enough toward McCain that there is some breathing room between it and the nearly tied Nevada/Ohio group. Does that mean that McCain is destined to win there? Not necessarily, though, I would expect it to get tighter again in Virginia. South Carolina, on the other hand, is not getting more competitive. In fact, since a couple of close polls in the spring, the competitiveness in the Palmetto state has ebbed quite a bit...especially now with a more than twenty point margin in the latest poll of the state. So another traditionally Republican state slips into a safe position for McCain.
[Click Map to Enlarge]

Now that Texas has moved into the strong category for McCain, the group of lean states is shrinking rapidly. And now that South Carolina has drifted into safer territory for McCain, there is a real argument that can be made for a two-tiered Republican group of states: those that are competitive and those that are not. I brought this up yesterday and it still rings true today. None of the remaining three lean states -- Alaska, North Dakota and West Virginia -- seem like they will break for Obama in the end. North Dakota has been intriguing and West Virginia certainly has been of late, but I'm having a hard time imagining either going any way other than for McCain in early November. With South Carolina out of the lean category, though, that leaves just the eleven electoral votes in that middle-ground distinction. Most of those electoral votes have become more intensely pro-McCain and in the process has virtually evened the two strong electoral vote tallies between the two candidates.

The Electoral College Spectrum*
HI-4
(7)**
DE-3
(157)
CO-9***
(269/278)
ND-3
(160)
AR-6
(64)
VT-3
(10)
WA-11
(168)
NH-4***
(273/269)
WV-5
(157)
KS-6
(58)
RI-4
(14)
MN-10
(178)
OH-20
(293/265)
AK-3
(152)
NE-5
(52)
IL-21
(35)
OR-7
(185)
NV-5
(298/245)
TX-34
(149)
TN-11
(47)
CT-7
(42)
NJ-15
(200)
VA-13
(311/240)
SC-8
(115)
KY-8
(36)
MD-10
(52)
IA-7
(207)
IN-11
(322/227)
GA-15
(107)
AL-9
(28)
NY-31
(83)
NM-5
(212)
FL-27
(349/216)
SD-3
(92)
OK-7
(19)
CA-55
(138)
WI-10
(222)
MT-3
(352/189)
AZ-10
(89)
WY-3
(12)
ME-4
(142)
MI-17
(239/316)
MO-11
(363/186)
MS-6
(79)
ID-4
(9)
MA-12
(154)
PA-21
(260/299)
NC-15
(378/175)
LA-9
(73)
UT-5
(5)
*Follow the link for a detailed explanation on how to read the Electoral College Spectrum.
**The numbers in the parentheses refer to the number of electoral votes a candidate would have if he won all the states ranked prior to that state. If, for example, McCain won all the states up to and including Pennsylvania (all Obama's toss up states, but Michigan), he would have 299 electoral votes. Both candidates numbers are only totaled through their rival's toss up states. In those cases, Obama's number is on the left and McCain's is on the right in italics.

***
The line between Colorado and New Hampshire is the where Obama crosses (or McCain would cross) the 270 electoral vote threshold to win the presidential election. That line is referred to as the victory line.

McCain, though, has to defend an awful lot of toss up electoral votes. And yeah, with the national polls and several consequential state polls trending against McCain, he is playing defense now. But it isn't all that bad for the Arizona senator. If, and this is a pretty big if, he can maintain leads in his toss up states, New Hampshire and Colorado are the only other states McCain will have to pick off to win. Of course, with New Hampshire and Colorado switching places on the Electoral College Spectrum, that brings the electoral college tie scenario back to the forefront. If Obama wins the blue state, successfully defends Colorado, but loses New Hampshire, then a 269-269 electoral vote tie will result. Hey, if it is going to happen, it will happen during this election. Everything else pretty much has.

The Watch List*
StateSwitch
Alaskafrom McCain leanto Strong McCain
Delawarefrom Strong Obama
to Obama lean
Georgiafrom Strong McCainto McCain lean
Nevadafrom Toss Up McCainto Toss Up Obama
New Mexicofrom Obama leanto Toss Up Obama
North Carolinafrom Toss Up McCain
to McCain lean
North Dakotafrom McCain lean
to Toss Up McCain
Ohiofrom Toss Up McCain
to Toss Up Obama
South Carolinafrom Strong McCainto McCain lean
Texasfrom Strong McCainto McCain lean
Washingtonfrom Obama lean
to Strong Obama
Wisconsinfrom Obama leanto Toss Up Obama
*Weighted Average within a fraction of a point of changing categories.

As was mentioned above, South Carolina and Virginia were among the movers and shakers within this group of polls. Virginia slips off the Watch List and South Carolina moves on, but is likely not there for long. Again, as the day closes, these are the states where new polling could be the most consequential. But as I said yesterday, be on the lookout for new polls from the remaining McCain lean states. Alaska should be expected to move permanently into the strong McCain distinction. North Dakota seems to be trending in that direction as well, but West Virginia is moving in the opposite direction. Nonetheless, those three with the list above are the states to watch in the next twenty-four hours.


Recent Posts:
The Electoral College Map (9/18/08)

How Big Was McCain's Bounce?

The First Presidential Election Votes Get Cast Tomorrow