Wednesday, October 22, 2008

What the Bradley Effect Might Look Like

There has been a lot of talk this year about the potential for the Bradley/Wilder* effect to play a role in this presidential campaign. In fact, this is the first time we have had the opportunity to discuss the phenomenon in terms of a legitimately viable candidate for the presidency during both the primary phase of the race and continuing into the general election. There also has not been any lack of opinions or research done as to whether the Bradley effect could play a role or whether it is even relevant in 2008. Just today Nate Silver at FiveThirtyEight linked to a Newsweek piece he had written to once again attempt to debunk the myth. And that's just the thing: given the current state of this race, this is the one unknown -- and some people, Silver included, argue that it really isn't -- that could affect the race enough to hand McCain the election.

...or could it?

I can buy Silver's argument that the Bradley effect is a myth in 2008. In fact, Dan Hopkins' paper on the Bradley effect has shown that over time the phenomenon has faded to the point of being minor at best. But Hopkins' research serves as something of a jumping off point. Whether there is or isn't a Bradley effect at play between now and November 4, we have data that indicates approximately what that effect may look like [...on average]. Across the 133 cases of minority or female candidates running for either a senate or gubernatorial position since 1989, the average effect was one percent. Now, that doesn't seem like that much, but let's look at how today's electoral college map would look if there was a uniformly distributed, 1% Bradley effect in the presidential race. [Again, the point of this exercise isn't to determine whether there is a Bradley effect, rather it is one to ascertain what the effect would look like on the electoral college map.]

[Click Map to Enlarge]

The obvious change is that several of the states on today's Watch List shift enough in that one percent move to change categories. Most consequentially, Florida, Nevada and Ohio move back into the McCain toss up category, handing the Arizona senator 52 electoral votes in the process. So even if there is just a one percent shift it turns a projected landslide into 2004. The electoral vote distribution would be the exact same 286-252 as four years ago, but Barack Obama would still garner enough electoral votes to win the presidential race. Is there a Bradley effect? Is there not a Bradley effect? Well, if it is only an average effect, then it could make things a bit more interesting come November 4.

Changes (Bradley Effect = 1%)
StateBeforeAfter
Colorado
Obama lean
Toss Up Obama
Florida
Toss Up Obama
Toss Up McCain
Indiana
Toss Up McCain
McCain lean
Minnesota
Strong Obama
Obama lean
Nevada
Toss Up Obama
Toss Up McCain
Ohio
Toss Up Obama
Toss Up McCain
Wisconsin
Strong Obama
Obama lean

There is a caveat to all this, though. Hopkins also draws a distinction between the presence of a Bradley effect when a candidate is already behind in the polls and when it is in place for a candidate who is the front-runner in one of these senate or gubernatorial races. Those front-runners also have some inflation in their pre-election poll numbers -- most tend to anyway. Hopkins makes the argument that those minority candidates who have pre-election poll leads have two effects to deal with: the Bradley effect and this front-runner effect [a bandwagon effect of sorts]. But within that line of argument, he splits the data into two samples -- those behind in the polls to begin with and those who fairly consistently clear the 50% barrier in those pre-election polls -- to make a broader point on the front-runner candidates. At the descriptive statistics level, Hopkins informs us that in those front-runner, Bradley effect races, African American candidates see a 1.9% disparity between what the polls say prior to an election and what the vote outcome will be. If we extend that basic finding to FHQ's electoral college map, we see a few additional changes to the map immediately above.

[Click Map to Enlarge]

What we find is that when it is assumed that there is a two point Bradley effect placed on the current electoral vote distribution, an additional set of states shift categories. But there are not any additional states that cross the partisan line. Virginia comes very close, but based on the strength of the post-Lehman polling in the state, Virginia remains within the Obama toss up category. And while the overall electoral vote distribution is unchanged, a handful of states are safer for McCain by virtue of the two point Bradley effect. Montana and West Virginia become strong McCain states and North Carolina shifts out of the toss up category and takes its fifteen electoral votes into McCain lean territory. New Hampshire remains blue, but is much more competitive as a result.

Changes (Bradley Effect = 2%)
StateBeforeAfter
Montana
McCain lean
Strong McCain
New Hampshire
Obama lean
Toss Up Obama
North Carolina
Toss Up McCain
McCain lean
West Virginia
McCain lean
Strong McCain

Alright. Case closed. Even if there is a two point Bradley effect -- one that doesn't even attempt to separate the front-runner effect out -- Obama continues to hold enough of a lead in the electoral college to win the race. Yes, that's true, but there is one major problem with how we have set this up thus far. The assumption in both scenarios above is that the effect applies evenly to all states. It is safe to say that that just isn't the case. A Bradley effect in Idaho is likely going to be different from a Bradley effect in Georgia.

But how do we determine how the effect would vary from state to state? Well, it isn't a stretch to hypothesize that race is likely an important determinant of that variation. In fact, as an extension of the Schaller hypothesis we discussed a few days ago in the comments section, we can argue that the Bradley effect is higher in states where the African American population is high. Now, the Schaller argument is that the support for a minority candidate among white voters holds a negative relationship with the percentage of a state's population that is black; that as a state's percentage of African Americans increases, support among white voters -- for the Democratic candidate -- decreases. That doesn't necessarily jibe well with an idea that inadvertently puts social pressure on survey respondents to say they support a minority candidate when they don't. However, it could certainly be argued that it is in this situation, where the greatest potential for the Bradley effect resides. If there are more African Americans and thus greater interaction between the races, then there is, by extension, a greater potential for these social pressures to cause a discrepancy between pre-election poll numbers and the tally of votes cast.

What we can do, then, is weight two percent Bradley effect that Hopkins finds in the cases of African American candidates who are also front-runners in their senate or gubernatorial races. If two percent is the average Bradley effect in those situations, then how can we go about weighting or discounting states based on the percentage of their population that is African American? First, we can use the 2007 Census estimate of the population to determine that figure for each state (as recently as possible). We can then construct a weight by standardizing the Census data (by caluculating a z-score for each state's data) and applying it to the average Bradley effect from Hopkins. The result is a Bradley effect range from 1.05% in Montana to 4.28% in Mississippi based on a state's proportion of African Americans. If we then apply this Schaller Weighting structure to the electoral college map, we set yet another set of changes.

[Click Map to Enlarge]

Now Virginia switches over into the McCain toss up category and the Old Dominion's 13 electoral votes tighten the electoral college distribution even more. But a trio of states with lower relative African American populations -- Montana, New Hampshire and West Virginia -- now are not affected as greatly as they were when it was assumed that the Bradley effect was the same for all states. New Hampshire remains an Obama lean and both Montana and West Virginia stay in the McCain lean category.

Changes (Bradley Effect = Weighted by % Pop. Black)
StateBeforeAfter
Montana
Strong McCain
McCain lean
New Hampshire
Toss Up Obama
Obama lean
Virginia
Toss Up Obama
Toss Up McCain
West Virginia
Strong McCain
McCain lean

Essentially what has happened by assuming that there is an average Bradley effect of 2% that is weighted according to a state's African American population is that the race has been returned to its post-convention/pre-Lehman level, at least in terms of the electoral vote distribution. Obama would win by the slimmest of margins -- well, among the slimmest of margins -- if the votes were cast according to the map above.

While one and two percent effects don't seem like that much they have the effect of shifting the race back to where it was prior to the pre-economic collapse level. And the perception of that change has been that we have witnessed a pretty large shift in terms of the electoral college over the last month. Will there be a Bradley effect? I don't know, but there are certainly strains of arguments of both sides. Regardless, if there was a Bradley effect at play in 2008, and it was on par with what we have seen in other races -- on average -- over the last twenty years, it would have an impact but wouldn't necessarily change the outlook on what the outcome is likely to be on November 4.

UPDATE: The discussion on this in the comments section has been instructive thus far. What if, as I said, the Schaller hypothesis and the Bradley effect don't naturally wed themselves? What if, as SarahLawrenceScott says, it is more a matter of perceptions in the whitest states that would drive a potential Bradley effect as opposed to those normalized perceptions in states with higher proportions of African Americans? Well, let's have a look. If we take the Census figures on the white populations in the states, we can construct a similar measure to the one above. Can we expect whiter states like New Hampshire to get tighter and plains and prairie states to potential move further into the McCain column?

[Click Map to Enlarge]

That's exactly what we see. All the changes on the previous hypothetical are reversed. Most consequentially, this brings Virginia back into the blue. But New Hampshire becomes much closer as does Colorado, which would be on the Watch List to cross the partisan line into McCain territory if there was the actual map. Also, Missouri and Iowa (roughly a couple of plains states, though folks in Missouri may disagree with that) and Montana and North Dakota move toward McCain. Missouri, Montana and North Dakota -- along with West Virginia -- become safer for McCain while Iowa is less so for Obama.

North Carolina has been a topic of conversation here at FHQ recently, and while the effect is lessened in this fourth scenario, it is still great enough to push the Tar Heel state into the McCain lean category.

Changes (Bradley Effect = Weighted by % Pop. White)
StateBeforeAfter
Iowa
Strong ObamaObama lean
Missouri
Toss Up McCain
McCain lean
Montana
McCain lean
Strong McCain
New Hampshire
Obama lean
Toss Up Obama
North Dakota
McCain leanStrong McCain
Virginia
Toss Up McCain
Toss Up Obama
West Virginia
McCain leanStrong McCain

The underlying conclusion is the same, though. Even if there is some Bradley effect, it is not likely to change the outlook for the election. Obama is in a good position to win on November 4 unless there is an above average Bradley effect involved. But as Hopkins suggests, after about 1996, these effects decreased in a noticeable way in the senate and gubernatorial races he examined.


*The basic concept is that a minority candidate's poll numbers run above where the electoral outcome ends up. Survey respondents feel a sort of social pressure to say that they are voting for the minority candidate when in actuality they are not.

I want take an opportunity to thank Del Dunn at the University of Georgia for planting the basis of the Schaller idea discussed above in my head in a water cooler conversation we had. In addition, I'd like to thank Anon3:58 and SarahLawrenceScott for their contributions to the updated version of the analysis.


Recent Posts:
The Electoral College Map (10/22/08)

Map Update Coming...

The Electoral College Map (10/21/08)

The Electoral College Map (10/22/08)

Lots to look at today. There were 22 new polls out on Tuesday in 17 states, but what was different between the Tuesday polls and those that preceded them on Monday was that we got a broader sample of types of states on Tuesday. So, we got polls from Florida and North Carolina and Colorado, but there were also polls from Illinois and South Dakota and South Carolina. In the case of the latter group, we get a chance to see whether there was any continued post-Lehman movement in the polls in strong states or whether they held pat.

New Polls (Oct. 21)
StatePollMargin
Alaska
Moore
+11
Colorado
Insider Advantage
+5
Florida
Public Policy Polling
+1
Illinois
Chicago Tribune
+24
Indiana
Public Policy Polling
+2
Kentucky
Survey USA
+13
Maine
Survey USA
+15
Nevada
Insider Advantage
0
New Jersey
Monmouth
+17
New Jersey
Quinnipiac
+23
North Carolina
Civitas
+3
North Carolina
Survey USA
0
North Carolina
Insider Advantage
+1
Oklahoma
Survey USA
+24
Oklahoma
TvPoll
+31.3
Pennsylvania
Muhlenberg College
+10
South Carolina
Rasmussen
+11
South Dakota
Mason-Dixon
+7
Vermont
Macro International
+22
West Virginia
Rasmussen
+9
Wyoming
Survey USA
+21
Wyoming
Mason-Dixon
+26

The Moore poll in Alaska is interesting. The tables there tell the tale. Since the Palin selection, McCain's numbers in the Last Frontier have remained virtually unchanged, but there has been a drop in the undecideds total and it is all going to Obama. That isn't enough to put Obama over the top there, but it is an interesting development in light of the state's popular governor being on the GOP ticket. Red state margins were down in South Carolina and South Dakota as well. The effect is more pronounced in South Dakota, where the Mount Rushmore state appears to be following its northern neighbor in the polls. But as was the case with our discussion of Virginia and North Carolina the other day, the starting position for both Dakotas was different. There have been more hints of competitiveness in North Dakota than in South Dakota, but neither would be especially close if the election were held today (...and assuming these averages are accurate). Both would be closer than they have been in quite a while but not close enough for the Democrats.

Changes (Oct. 21)
StateBeforeAfter
Indiana
McCain lean
Toss Up McCain

But what about the toss up states? Well, that group adds one more today. Indiana, after moving into the McCain lean category following the lowering of the lean/toss up threshold last week, is now back in the toss up category. The Public Policy Polling survey of the Hoosier state showed Obama with a slight lead there and pulled Indiana off the line between the two categories and into toss up status. Indiana, like Missouri, is much more likely to move more based on new polling. The two of those states have far fewer polls than is the case in North Carolina. If, then, those +2 margins were to continue for Obama in Indiana, that one could close pretty quickly. However, is that more a typical narrowing effect or a complete switch-over? Given that Obama is ahead -- and yes it is in just one poll -- that indicates the latter. As always, though, we'll need more data from the Hoosier state to tell for sure.

[Click Map to Enlarge]

McCain, then, loses 11 electoral votes from his "safer" total (strong plus lean states) and is now over 100 electoral votes down in the comparison of his total (163) to Obama's (273). Overall though, the projection still stands at 338-200 in favor of the Illinois senator. The GOP has argued that the CNN reports that the McCain campaign was pulling out of Colorado, Iowa and New Mexico were false, but all three continue to be uphill climbs for the McCain campaign. If those three are out of the mix then the Arizona senator either has to sweep FHQ's toss up states or pick up any combination of them that along with Pennsylvania would push McCain over 270 electoral votes. Pulling out of Iowa and New Mexico may be wise, as those resources could be used in other areas, but Colorado seems to be an odd choice to back out on -- or even quietly talk about. Seth Masket over at Enik Rising is in Colorado and has a different take on the GOP's potential intent.

The Electoral College Spectrum*
HI-4
(7)**
ME-4
(157)
NH-4
(264/278)
WV-5
(160)
LA-9
(67)
VT-3
(10)
NJ-15
(172)
CO-9***
(273/274)
MT-3
(155)
KY-8
(58)
RI-4
(14)
OR-7
(179)
VA-13
(286/265)
GA-15
(152)
KS-6
(50)
MA-12
(26)
WA-11
(190)
NV-5
(291/252)
SD-3
(137)
TN-11
(44)
MD-10
(36)
IA-7
(197)
OH-20
(311/247)
MS-6
(134)
NE-5
(33)
IL-21
(57)
MN-10
(207)
FL-27
(338/227)
TX-34
(128)
AL-9
(28)
NY-31
(88)
WI-10
(217)
MO-11
(349/200)
AR-6
(94)
WY-3
(19)
DE-3
(91)
PA-21
(238)
NC-15
(364/189)
AK-3
(88)
ID-4
(16)
CT-7
(98)
NM-5
(243)
IN-11
(375/174)
SC-8
(85)
OK-7
(12)
CA-55
(153)
MI-17
(260)
ND-3
(163)
AZ-10
(77)
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 Colorado (all Obama's toss up states plus Colorado), he would have 274 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.

***
Colorado is the state 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. It is currently favoring Obama, thus the blue text in that cell.

Regardless, Colorado appears to be a vital piece to any combination of states that would get McCain an electoral college victory. We haven't discussed Colorado's position as the victory line in a while since the playing field shifted right, giving Obama the Virginia/Nevada/Ohio/Florida cushion, but the Centennial state still holds that distinction. If McCain can sweep the toss up states, he'd still need Colorado to get over the hump. With less than two weeks left in the race though, the options are growing fewer in number and the chances slim. As I argued a week ago when the category thresholds were lowered, three points is a lot to make up over the last two weeks and McCain would have to make up that much ground and more in states like Colorado or Pennsylvania to make the math work to his advantage in the electoral college.

The Watch List*
StateSwitch
Coloradofrom Obama lean
to Toss Up Obama
Floridafrom Toss Up Obama
to Toss Up McCain
Indianafrom Toss Up McCain
to McCain lean
Minnesotafrom Strong Obama
to Obama lean
Missourifrom Toss Up McCain
to Toss Up Obama
Nevadafrom Toss Up Obama
to Toss Up McCain
New Mexicofrom Obama lean
to Strong Obama
Ohiofrom Toss Up Obama
to Toss Up McCain
Pennsylvaniafrom Obama lean
to Strong Obama
Virginiafrom Toss Up Obama
to Obama lean
Wisconsinfrom Strong Obama
to Obama lean
*Weighted Average within a fraction of a point of changing categories.

[On the Watch List, the standard line applies. Florida, Missouri, Nevada and Ohio are still the states to watch most closely when new polls are released. But as you may or may not have noticed, North Carolina is now off the list. The Tar Heel state continues to draw closer and is now far enough into the McCain toss up category that it is no longer imminently vulnerable to a switch into the McCain lean category.]

Now, there could be a Bradley/Wilder effect at work as well, and I'll look at some scenarios later on this afternoon, where that could make a difference in this race. Under what circumstances and to what effect does that phenonmenon bring McCain back into the race in some states and make the race more competitive?


Recent Posts:
Map Update Coming...

The Electoral College Map (10/21/08)

Early Voting in Forsyth County, GA: Technology at Work

Map Update Coming...

I was swamped yesterday, and that's why the map is a little late this morning. You know I must have been busy if the map wasn't updated. Ah, academia.

Anyway, after getting everyone's hopes up heading into last weekend about a post on the Bradley/Wilder effect, I'm actually going to have time to get that up today. Both of my classes got a test run this morning, but I have one more spin to put on it (...along with some graphics) after the map update.


Recent Posts:
The Electoral College Map (10/21/08)

Early Voting in Forsyth County, GA: Technology at Work

What About North Carolina? Can Obama Swing the Tar Heel State?

Monday, October 20, 2008

The Electoral College Map (10/21/08)

Monday ushered in the new week with 16 new polls in 12 states, most of them battlegrounds. What was clear about the polls that were released on Monday was that there is no uniform distribution of the national polling trends to the state level. North Carolina and Virginia both handed Obama two polls with margins right on or well outside the margin of error. That runs contrary to what the national polls are showing currently. Conversely though, that trend did not extend to Missouri and Ohio, where the two polls (one from Rasmussen and one from Suffolk in each) canceled each other out as far as which candidate was favored. Simply averaging the polls of the day would give Obama an edge of 3.5 points in Ohio and 2 points in Missouri, though.

New Polls (Oct. 20)
StatePollMargin
Colorado
Rasmussen
+5
Florida
Rasmussen
+1
Georgia
Democracy Corp
+2
Minnesota
Survey USA
+6
Missouri
Suffolk
+1
Missouri
Rasmussen
+5
New Hampshire
Research 2000
+7
North Carolina
Public Policy Polling
+7
North Carolina
Rasmussen
+3
Ohio
Suffolk
+9
Ohio
Rasmussen
+2
Oregon
Grove+13
Pennsylvania
Susquehanna
+8
Virginia
Rasmussen
+10
Virginia
Survey USA
+6
Wisconsin
Survey USA
+8

Where there is evidence that the national polling trends are playing out in the states is in Colorado, Florida, Minnesota and New Hampshire. Or is there evidence? In the case of Colorado, Rasmussen's 5 point Obama margin in the state is down from the two previous Rasumussen polls of the state but only by a point or two. In the context of recent polling in the Centennial state, that margin is rather closer to the mid- to upper single digit spreads that have been found between the two major candidates there.

Florida may actually be a case where the national trend is at work. Since the last Rasmussen poll of the Sunshine state, Obama's 5 point margin a week ago has turned into a slight McCain lead today. Both this current Rasmussen poll and the Survey USA poll also showing a McCain lead represent the first such polls since late September. The Sunshine state has not been like Ohio where Obama leads have been the most common result of late, but where McCain leads pop up intermittently. These two polls are the first McCain advantages in the state after a two week string of pro-Obama polling in the state.

The 6 point margin favoring Obama in Minnesota makes the North Star state look tighter until you consider the source. Survey USA's surveys of Minnesota have been all over the place during this cycle and this poll is no different. Sure, the margin looks a lot closer than some of the other recent polls, but it is a seven point improvement over the last Survey USA poll of the state at the beginning of October.

Finally, New Hampshire, too, may provide evidence of a McCain resurgence. Maybe, maybe not. Following the Lehman collapse, the Granite state jumped toward Obama, turning in a trio of double digit margins for the Illinois senator. But after that initial shock to the system, it appears as if New Hampshire has settled into a range in the upper single digits for Obama and that is still running above where FHQ's weighted average has the state.

[Click Map to Enlarge]

Is the race moving back toward McCain, though? If you cherrypick results, then yeah, you can come to that conclusion, but other than in Florida -- and those 27 electoral votes are awfully important to any tenuous chance the Arizona senator has at victory -- there just isn't any real evidence to back that up when a big picture approach is taken. That's doubly true when a state like Georgia is suddenly within a couple of points again. But I'm cherrypicking results there, aren't I? The Peach state is moving toward the McCain lean category, but is still firmly within the strong area for McCain at the moment.

The Electoral College Spectrum*
HI-4
(7)**
ME-4
(157)
NH-4
(264/278)
WV-5
(160)
LA-9
(67)
VT-3
(10)
OR-7
(164)
CO-9***
(273/274)
MT-3
(155)
KY-8
(58)
RI-4
(14)
WA-11
(175)
VA-13
(286/265)
GA-15
(152)
KS-6
(50)
MA-12
(26)
IA-7
(182)
NV-5
(291/252)
MS-6
(137)
TN-11
(44)
MD-10
(36)
NJ-15
(197)
OH-20
(311/247)
TX-34
(131)
NE-5
(33)
NY-31
(67)
MN-10
(207)
FL-27
(338/227)
AR-6
(97)
AL-9
(28)
DE-3
(70)
WI-10
(217)
MO-11
(349/200)
AK-3
(91)
WY-3
(19)
CT-7
(77)
PA-21
(238)
NC-15
(364/189)
SC-8
(88)
ID-4
(16)
IL-21
(98)
NM-5
(243)
IN-11
(174)
AZ-10
(80)
OK-7
(12)
CA-55
(153)
MI-17
(260)
ND-3
(163)
SD-3
(70)
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 Colorado (all Obama's toss up states plus Colorado), he would have 274 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.

***
Colorado is the state 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. It is currently favoring Obama, thus the blue text in that cell.

That said, the map is unchanged since a day ago, though Obama's advantage in Florida is very slim at this point. Still, the Illinois senator maintains a 338-200 electoral vote advantage over McCain. And while Florida's electoral votes are hugely important to McCain's fortunes, they don't mean a whole lot if the Sunshine state is the only blue state the Arizona senator is able to swing back into his column. It would lessen the blow, but certainly wouldn't altogether prevent it.

The Watch List*
StateSwitch
Coloradofrom Obama lean
to Toss Up Obama
Floridafrom Toss Up Obama
to Toss Up McCain
Indianafrom McCain lean
to Toss Up McCain
Minnesotafrom Strong Obama
to Obama lean
Missourifrom Toss Up McCain
to Toss Up Obama
Nevadafrom Toss Up Obama
to Toss Up McCain
New Mexicofrom Obama lean
to Strong Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up Obama
to Toss Up McCain
Pennsylvaniafrom Obama lean
to Strong Obama
Virginiafrom Toss Up Obama
to Obama lean
Wisconsinfrom Strong Obama
to Obama lean
*Weighted Average within a fraction of a point of changing categories.

What's all the more damaging is that Virginia is also vitally important to McCain, but it has now moved to the brink of joining the Obama lean states. The Old Dominion is now within a point of reaching that mark. If the polls continue coming in the way they did today, then Virginia will be there sooner rather than later. Oppositely, North Carolina's position on the Watch List is now very tenuous indeed. The Tar Heel state is literally a couple one-thousandths of a point from moving into the middle ground of the McCain lean category. We had a detail discussion about North Carolina yesterday, so FHQ's feeligs are pretty well-known when it comes to the Old North State.

Finally, all eyes are now on Pennsylvania. Now that it looks like Colorado will join Michigan (and to a lesser extent Wisconsin after the RNC pulled ads there), Pennsylvania is now the last best hope McCain has. As I said when Jack linked this in the comment last night, I'd really like to see the McCain campaign's internal polling of Colorado and Pennsylvania. It really is a curious decision. Our rankings are not the gospel, but there is a pretty big gap between where both Colorado and Pennsylvania are in terms of their averages. And Pennsylvania is not the closer one of the two. The Susquehanna poll was the first single digit Obama lead in a while and the Muhlenberg tracking poll margin has closed by a fraction, but Obama is near or above the 50% mark in both. However, he does appear to have reached his ceiling to some extent. The Muhlenberg polls show Obama plateauing while McCain has been on the rise since bottoming out the day after the final debate last week. But to swing Pennsylvania, McCain still has a lot of work to do.

UPDATE: The links to the Rasmussen polls have now been fixed.


Recent Posts:
Early Voting in Forsyth County, GA: Technology at Work

What About North Carolina? Can Obama Swing the Tar Heel State?

The Electoral College Map (10/20/08)

Early Voting in Forsyth County, GA: Technology at Work

Why call ahead to see if there's a line to vote early when you can simply point and click? Welcome to the internet age of ETV: estimated time of voting.

And, hey Rob, right in your backyard! Or not, unless you have a really big backyard.

H/t: Elections Update for the link.


Recent Posts:
What About North Carolina? Can Obama Swing the Tar Heel State?

The Electoral College Map (10/20/08)

The Electoral College Map (10/19/08)

What About North Carolina? Can Obama Swing the Tar Heel State?

Yeah, what about North Carolina? Recently, FHQ has begun discussing the toss up states on our Watch List in terms of "magic numbers." Basically, this asks what it would take from the very next poll released from a state to force that state across, in this case, the partisan line. So, what is the Tar Heel state's magic number? This came up in the comments, and my response ended up being too long not to simply just create a new post.

----

Part of the reason FHQ shifted from a simple weighted average to a graduated weighted average (one that progressively discounts polls based on when they were in the field) is that states like Minnesota and North Carolina were unresponsive to a series of new polls that ran counter to where our averages had each state.

Some of that unresponsiveness was remedied with the methodological change, but did not move either state as much as some would have liked. The bubble seems to have burst in Minnesota for McCain, so the North Star state has worked its way back to essentially where it was prior to the conventions -- a strong Obama state (Sure, some of that has to do with the threshold being dropped.).

North Carolina, though, is a bit different. In the Tar Heel state we have witnessed a string of polls that have shown Obama ahead by margins up to 6 points with just a few pro-McCain polls peppered in. Yet, it is still seemingly stuck in the McCain toss up category. Much of this has to do with the amount of information we have in North Carolina. Even with the older polls discounted, there is an awful lot of McCain support inherent in the average. In other words, there are a lot of McCain polls for this recent series of Obama polls to overcome. The Tar Heel state has had around 50 polls conducted this year and none of them (other than the Zogby internet polls) favored Obama until after the Lehman collapse. That's a lot of McCain support in the average.

As far as a magic number is concerned, North Carolina is a lot like Ohio: it is going to take a lot to move things just a little. For the next poll to push North Carolina into the blue, it would have to give Obama a margin of 45 points. That's just not going to happen. But we may continue to see numbers come in under the current average of 2.4 (for McCain) that continue to chip away at that margin. In fact, I think that is likely. Between now and election day, we are likely to see polls that are in the +/-3 point range with some outliers thrown in.

Just for the heck of it let's do an exercise here. What if we lopped off all the polls conducted before Obama clinched the Democratic nomination; everything from June 3 on (FHQ has done something similar before.)? How would that affect things? Once we reweight the polls based on a lower number of days in the period examined, we find that Obama gains, but that McCain's lead shrinks to only 1.7 points (down from 2.4). What is North Carolina's magic number then? Not surprisingly, it drops, but not to anymore manageable a level. It would still require a poll with Obama ahead by 25 points to turn North Carolina blue. Obviously, the the number of pro-Obama polls it would take to successfully chip away at that average and turn it blue would be far fewer in this instance.

This is in line with my thinking about North Carolina. I'm a native Tar Heel and though I'm not there now, I still have family ties to the state. My sense is that North Carolina is a "close but not quite" state for Obama. Sure, I've been out of the state for a while, but North Carolina still feels (And yes, that certainly strays from the black and white we get from the numbers typically leaned on here at FHQ.) like a state that is a continued demographic shift away from becoming less reliably Republican -- at the presidential level -- and more reliably competitive. It speaks to the Democratic tilt of this election that North Carolina is talked about in the same breath with the Ohios and Floridas on the map.

UPDATE: Our discussion has extended beyond North Carolina in the comments to encompass a discussion of much of the South. Scott has taken the Census data on the African American percentage of the population and regressed that on Obama's support among whites in these states. A simple bivariate regression with some rather interesting results.

Here are the states Scott looked at (all have at one point or another shown John McCain and Barack Obama within single digits of each other):

Virginia: 39% (20%)
North Carolina: 38% (22%)
Georgia: 28% (30%)
South Carolina: 25% (29%)
Louisiana: 18% (32%)
Mississippi: 16% (37%)

Below is the plot of that relationship; one that shows a rather high correlation between the two variables. The data above are rank ordered based on the dependent variable (Obama's white support) and are displayed as such below.

Obama's White Support as a Function of the Percentage African American
[Click Graphic to Enlarge]

A big tip of the cap to SarahLawrenceScott for a nice addition to our discussion. Kudos!


Recent Posts:
The Electoral College Map (10/20/08)

The Electoral College Map (10/19/08)

The Electoral College Map (10/18/08)

Sunday, October 19, 2008

The Electoral College Map (10/20/08)

After Saturday's [eventual] update, the comments turned into a wish list of which states should be polled that had not been polled in a while [or every much recently]. Most of that wish list was comprised of states from two basic categories: 1) Blue states that had either polled really closely following convention season but has not really been revisited since or 2) Red states with neighbors that had had tight polling margins but lack of survey work being conducted within their borders. There's one from each category among the nine polls from seven different states. Maine represents the first group while Montana meets the description of the second.

The Pine Tree state had been polling in the low to mid-teens in favor of Obama for much of the summer. But since that time, Maine has drawn closer after a series of polls that came out immediately after the conventions and extended past the bounce period. Only time and more polling will tell us whether this new poll is an outlier or not.

In Montana, there has just been a drop off in polling; not that there was ever a flurry of them from the Treasure state. But after the Palin selection and the conventions, both Montana and North Dakota seemed to jump toward McCain and that appeared to have held up around and after the Lehman collapse triggered the financial sector's problems (the latest round of them at least). But within the last week a few polls from North Dakota have had us all rethinking how well those two states would fall in line with the McCain-Palin ticket. The answer looks to be not as well as originally thought perhaps. Sure this is just one poll, but Montana is essentially back where it was prior to convention season: close, but likely out of Obama's grasp. [Yes, 2008 is the never say never election, but I'll stick by that choice of phrasing until we get some more evidence.] The real news is that the Treasure state is not necessarily a complete write-off for Obama at this point. But it could be a temporary jump as was the case in...

New Polls (Oct. 19)
StatePollMargin
Kentucky
Research 2000/Daily Kos
+14
Maine
Research 2000/Daily Kos
+15
Minnesota
Research 2000/Daily Kos
+13
Minnesota
Star Tribune
+11
Montana
Research 2000/Daily Kos
+4
Ohio
Mason-Dixon/NBC
+1
West Virginia
Mason-Dixon/NBC
+6
West Virginia
Public Policy Polling
+8
Wisconsin
Mason-Dixon/NBC
+12

...West Virginia. The Mountain state drew considerably closer within the last week, but on the strength of a couple of polls out today, moves back into the McCain lean category after a short stint as a toss up. That Obama +8 margin in the ARG poll last week, shook things up some, but West Virginia has worked its way out of the mix for the time being. It is certainly closer than has been in the last two presidential cycles, but like Montana, West Virginia just feels like another one of close but not quite states for the Illinois senator.

Changes (Oct. 19)
StateBeforeAfter
West Virginia
Toss Up McCain
McCain lean

As we said earlier today, the Powell endorsement and the September fund-raising total for Obama made this a difficult news day for John McCain. It did help that there was some added daylight in West Virginia, but that was cancelled out by the shrinking lead in Montana. There was a solid poll out of Kentucky, but that was cancelled out by the continued double digit Obama leads in Minnesota and Wisconsin. And what does that leave the Arizona senator? Well, there is that one point lead in Ohio. Sadly though, McCain has averaged one or two leads a week among all the polls that are conducted in the Buckeye state and, typically, they are one or two point edges. Meanwhile, Obama has had results ranging from a tie to six points. Ohio is still very close, but it favors Obama ever so slightly all the same. An already poor news day (and one leading into the new week) was not helped especially much by the polling that was released.

[Click Map to Enlarge]

And though, West Virginia's five electoral votes shifted toward safer McCain territory, the underlying electoral vote distribution remained the same, 338-200 for Obama. What West Virginia's exit does, though, is to trim the list of toss up states by one more state. The toss ups now number just six with just 91 electoral votes at stake. Obama has the advantage in four of those six states and has the polls trending in his direction in the remaining two. Now, it is true that the national polls have seemingly peaked for Obama, and this week will be about determining whether the state polls will follow, and if so, by how much? In the end, even if McCain was able to sweep the toss up states, he would still come up short in his bid for the White House.

The Electoral College Spectrum*
HI-4
(7)**
ME-4
(157)
NH-4
(264/278)
WV-5
(160)
LA-9
(67)
VT-3
(10)
WA-11
(168)
CO-9***
(273/274)
MT-3
(155)
KY-8
(58)
RI-4
(14)
OR-7
(175)
VA-13
(286/265)
GA-15
(152)
KS-6
(50)
MA-12
(26)
IA-7
(182)
NV-5
(291/252)
MS-6
(137)
TN-11
(44)
MD-10
(36)
NJ-15
(197)
OH-20
(311/247)
TX-34
(131)
NE-5
(33)
NY-31
(67)
MN-10
(207)
FL-27
(338/227)
AR-6
(97)
AL-9
(28)
DE-3
(70)
WI-10
(217)
MO-11
(349/200)
AK-3
(91)
WY-3
(19)
CT-7
(77)
PA-21
(238)
NC-15
(364/189)
SC-8
(88)
ID-4
(16)
IL-21
(98)
NM-5
(243)
IN-11
(174)
AZ-10
(80)
OK-7
(12)
CA-55
(153)
MI-17
(260)
ND-3
(163)
SD-3
(70)
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 Colorado (all Obama's toss up states plus Colorado), he would have 274 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.

***
Colorado is the state 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. It is currently favoring Obama, thus the blue text in that cell.

The Watch List loses both Montana and West Virginia as both are now wedged in the middle area of the McCain lean category. The focus though centers on the four states we spoke about yesterday. Florida, Missouri, Nevada and Ohio are still the states to watch. All retain the same magic number today with the exception of Ohio -- the only state among that group to be polled today. The Buckeye state would have to hand John McCain a lead of 10 points in the next poll to swing the state in the Arizona senator's direction. That's down a point from a day ago. Missouri is already among the McCain toss ups, so that one is the easiest for the Arizona senator to keep. Florida, however, is his most likely target. It would take a three point lead in the next poll out of Florida to shift the Sunshine state across the partisan line into McCain territory.

The Watch List*
StateSwitch
Coloradofrom Obama lean
to Toss Up Obama
Floridafrom Toss Up Obama
to Toss Up McCain
Indianafrom McCain lean
to Toss Up McCain
Minnesotafrom Strong Obama
to Obama lean
Missourifrom Toss Up McCain
to Toss Up Obama
Nevadafrom Toss Up Obama
to Toss Up McCain
New Mexicofrom Obama lean
to Strong Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up Obama
to Toss Up McCain
Pennsylvaniafrom Obama lean
to Strong Obama
Wisconsinfrom Strong Obama
to Obama lean
*Weighted Average within a fraction of a point of changing categories.

One other state to watch is Pennsylvania. The Muhlenberg College tracking poll saw Obama peak last week and is starting to show signs of drawing closer. But the question with the Keystone state, is how much closer. The Illinois senator is already pretty consistently over 50% in most of those polls and if the margin settles in around the 10 point mark, Pennsylvania will sooner rather than later shift into the strong Obama category. If that one goes off McCain's list, the Arizona senator's options will be severely limited.


Recent Posts:
The Electoral College Map (10/19/08)

The Electoral College Map (10/18/08)

Reminder and a Note

The Electoral College Map (10/19/08)

The slow Saturdays continue, but this week's has given way to news-packed Sunday, which from all indications will favor Obama heading into the new week. But Colin Powell endorsements and the revelation that your campaign has raised $150 million during the month of September tend to do that. It isn't as if the McCain campaign didn't try in their own right to create a topic of discussion at the outset of a new news week. Sarah Palin's appearance on Saturday Night Live was pretty funny.

New Polls (Oct. 18)
StatePollMargin
Florida
Hamilton
+4
North Carolina
Research 2000/Daily Kos
+2
Wisconsin
UW-Milwaukee
+15.1

All those links aside, Saturday lacked as far as the number of polls were concerned, but certainly did not lack in impact. The Hamilton poll of Florida showed Obama ahead by four points and that once again shifted Florida to the blue side of the partisan line (see Electoral College Spectrum below). Like Nevada, Ohio and Virginia before it, the Sunshine state took a couple of days to work out the kinks. All four have turned blue recently, but all four took some time to switch over fully, switching, then switching back before turning blue for an extended period of time. Now, it could be that Florida turns pink again and stays there, but if the Sunshine state is like any of its fellow Obama state converts, then it is likely to stay blue for a little while. Yeah, I realize there's only a little while left in the race. That makes this (re-)move even more significant. But Florida is still close and I'll address what McCain will need from the polls in the coming days to pull it back to the Republican side of the partisan line.

Changes (Oct. 18)
StateBeforeAfter
Florida
Toss Up McCain
Toss Up Obama

There were also new polls from North Carolina and Wisconsin. Neither is particularly out of line with other recent polls in the Tar Heel and Badger states. Both, however, are outside of the weighted averages of each here at FHQ. Wisconsin is already in the strong Obama category, having switched due to the fact that the threshold between the strong and lean categories was dropped to seven points just yesterday. But the Badger state's movement further into safety for Obama has continued unabated following the meltdown on Wall Street. The same is true in North Carolina. The starting point is all that differs. Wisconsin has hovered between a lean and a toss up for Obama most of the year and has moved into a stronger position for the Illinois senator. North Carolina has also moved into a stronger position for Obama, but started out as a McCain lean state and has gone back and forth between a lean and a toss up for much of the summer. The polling movement in the Tar Heel state since late September has favored Obama and pulled into a much more competitive status, but it still favors McCain at this point overall.

[Click Map to Enlarge]

With Florida on the blue side of the partisan line again, Obama's advantage in the electoral college is back up to 138 electoral votes. But as was pointed out in yesterday's update, the toss ups on the blue side of the Electoral College Spectrum just serve the purpose of padding the stats so to speak. If Obama wins in his strong and lean states, he will pass 270 electoral votes without needing any of those toss up states, blue or pink. In terms of entering the White House that means that Obama would work closer to mandate-claiming electoral vote margin on election day. But there are still two weeks left in this race. Let us not put the cart before the horse, eh, Democrats.

The Electoral College Spectrum*
HI-4
(7)**
ME-4
(157)
NH-4
(264/278)
ND-3
(158)
LA-9
(67)
VT-3
(10)
WA-11
(168)
CO-9***
(273/274)
MT-3
(155)
KY-8
(58)
RI-4
(14)
OR-7
(175)
VA-13
(286/265)
GA-15
(152)
KS-6
(50)
MA-12
(26)
IA-7
(182)
NV-5
(291/252)
MS-6
(137)
TN-11
(44)
MD-10
(36)
NJ-15
(197)
OH-20
(311/247)
TX-34
(131)
NE-5
(33)
NY-31
(67)
WI-10
(207)
FL-27
(338/227)
AR-6
(97)
AL-9
(28)
DE-3
(70)
MN-10
(217)
MO-11
(349/200)
AK-3
(91)
WY-3
(19)
CT-7
(77)
PA-21
(238)
NC-15
(364/189)
SC-8
(88)
ID-4
(16)
IL-21
(98)
NM-5
(243)
WV-5
(369/174)
AZ-10
(80)
OK-7
(12)
CA-55
(153)
MI-17
(260)
IN-11
(169)
SD-3
(70)
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 Colorado (all Obama's toss up states plus Colorado), he would have 274 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.

***
Colorado is the state 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. It is currently favoring Obama, thus the blue text in that cell.

And as there are two weeks left, there's still something to talk about strategy-wise. There are two potential dynamics at work here that we likely won't have a firm answer to until (or after) election day. On the one hand, there is no evidence that there is a Bradley effect at play in this race, but we never really find out until the votes are cast. On the other hand, there's the possibility that there is, as the panel on This Week called it this morning, an Obama effect; that there are conservatives who are telling friends and, more importantly, pollsters that they are voting for McCain but will vote for Obama instead. Should it continue to look as if Obama will win as comfortably as it seems he might at this point, those folks may be more inclined to jump on the bandwagon. Again, we won't know that either effect (or a combination of the two) is taking place until after the fact. [Hey, we have to have something to examine after the election, right?] Regardless, Obama's financial situation puts McCain and his campaign at a real disadvantage, causing them to play defense in Bush states instead of competing effectively in states like Michigan or Wisconsin.

The Watch List*
StateSwitch
Coloradofrom Obama lean
to Toss Up Obama
Floridafrom Toss Up Obama
to Toss Up McCain
Indianafrom McCain lean
to Toss Up McCain
Minnesotafrom Strong Obama
to Obama lean
Missourifrom Toss Up McCain
to Toss Up Obama
Montanafrom McCain lean
to Strong McCain
Nevadafrom Toss Up Obama
to Toss Up McCain
New Mexicofrom Obama lean
to Strong Obama
North Carolinafrom Toss Up McCain
to McCain lean
Ohiofrom Toss Up Obama
to Toss Up McCain
Pennsylvaniafrom Obama lean
to Strong Obama
West Virginiafrom Toss Up McCain
to McCain lean
Wisconsinfrom Strong Obama
to Obama lean
*Weighted Average within a fraction of a point of changing categories.

Turning to the Watch List, Florida, Nevada and Ohio are still the states to watch closely for the time being. Those three along with Missouri (which joined the list yesterday...but was mistakenly omitted) are the states that could cross the partisan line in the event new polling is released. Missouri is a long way off from completely switching over, though. The Show-Me state's magic number is at 14 for Obama. In other words, it would take a poll showing Obama up 14 points to pull the state into the blue. The more likely route is that a series of polls favors Obama between now and election day. The situation in Ohio is similar for McCain. It would take an 11 point margin favoring the Arizona senator to turn the Buckeye state pink. Of course, that is more a function of the number of polls conducted in Ohio over the course of this campaign. The reality is that Ohio is close and has been throughout the process. The magic numbers for McCain in Florida and Nevada are more manageable, but no less difficult for the Arizona senator to overcome down the stretch. In Florida, McCain needs a +3 margin in the next poll to turn the state pink, and in Nevada, the Arizona senator would need a six point margin to accomplish the same.

There is some evidence that the Obama surge has peaked and is receding at the national level. On the state level, the evidence so far is scant, but the state polls tend to run on a lag behind the national polls. This week will be the time to see if that recession spreads to the state polls as well. There are some battleground polls out already today that may shake things up, but we'll have to see their effect a little later.


Recent Posts:
The Electoral College Map (10/18/08)

Reminder and a Note

The Electoral College Map (10/17/08)