Tuesday, January 01, 2008

Obama and Huckabee lead in large DesMoines Register Poll

The key newspaper in the upcoming Iowa race is the DesMoines Register. On CSPAN today Pollster J. Anne Selzer is discussing their latest poll, the last major one before the caucuses:

http://www.desmoinesregister.com/apps/pbcs.dll/section?category=iowapoll07

Frustratingly in terms of predicting outcomes, their result is dramatically different from Zogby for the Democrats. Register shows Obama leading in a big way, Zogby shows Clinton with the lead. RealClearPolitics averaging process shows a very narrow Clinton lead.

On the Republican side they agree with Zogby and show a Huckabee lead. RealClearPolitics averages now show Huckabee with a sliver of a lead: 0.4% over Romney.

The Clinton and Edwards campaigns suggested the Register's methodology was flawed, especially in terms of projected caucus participation. Selzer thinks a lot of independents will be involved - many more than historically. She also notes that they were able to contact some potential voters by cell phone, most notable college students who will be back in time for caucus but are not in Iowa now - which she said was a flaw in some other polls.



So, how does this affect our Predictions? No change. Romney and Clinton will win Iowa.

Polls?!

As Mark noted below Huckabee is showing as the Iowa leader in the Zogby tracking poll as well as the averaged ClearPolitics polling here: http://www.realclearpolitics.com/epolls/2008/president/iowa-primary.html

The MSNBC poll they discussed today showing Romney in the lead is listed at ClearPolitics as Mason Dixon, but as I've noted before poll averaging is probably the best measure assuming all the polls in the average are unbiased. Averaging can fail miserably if you include polling that is not objective - e.g. polls by groups with an agenda or axe to grind. I have no reason to believe any of these fall into that category.

Huckabee's press conference today was the talk of the media at MSNBC who suggested he was trying to be negative without running the negative ad he'd planned. It'll be interesting to see whether Romney or Huckabee can master the art of being very negative *without acting like you are being negative*. Both are working hard at that during these last few days.

Some polls are showing Obama over Clinton where MSNBC had almost a dead heat. It'll be fun to try to untangle some of this data over the next few days, though our predictions remain as Clinton and Romney with Iowa Victories.

Monday, December 31, 2007

Michael Bloomberg to enter the Presidential race ! ?

New York Mayor Mike Bloomberg's staff has been preparing for a possible presidential run on a third party ticket. This could be a very significant development given the ambivalence towards the frontrunners in both parties. Bloomberg is a Democrat but as a billionaire businessman would also have appeal to many Republicans, so his effect on the ultimate outcome is hard to predict and, unlike Ross Perot, Bloomberg arguably has a higher quotient of personal+professional appeal than Clinton, Obama, Giuliani, or Romney.

President Picker is waiting for more information on the possible Bloomberg candidacy, but at the very least this is a potentially destabilizing development for both parties. If more than two fo the current frontrunners appear to falter without a surge by the competition, look for Bloomberg to jump in to the Presidential race as a third party candidate.

Hey, I bet Donny Deutsch knows if Bloomberg will run and I'm hoping to meet him at CES Las Vegas. Deutsch's masterful advertising expertise helped bring Bill Clinton to power, and clearly marketing is a key skill for a presidential team so it wouldn't surprise me if Donny's already been contacted by the Bloomberg staff for ideas and thoughts on the possibility of a Bloomberg run.

Romney leads Republicans in latest Iowa poll

Mitt Romney now shows as the likely winner in Iowa, four points up on Huckabee according to the latest MSNBC McClatchy poll some 4 days before the caucuses. For Republicans the polls are more relevant becuase the caucus process does not involve "speaking up" for your candidate or switching support as does the Democratic caucus procedure which is more likely to shake things up.

Iowa Democrats effectively tied

Well, despite what I noted earlier about the mistaken impressions about "statistical ties" the latest MSNBC poll shows Edwards 24%, Clinton 23%, and Obama 22%. This result is *so close* that even though if this was your only source you'd want to bet on Edwards, it now appears that Iowa Democrats are pretty much tied, especially given the fact that averaging of the polls - probably a more effective measure than any single poll - now will give Edwards a boost from this top showing.

President Picker still thinks Clinton will win due to the football game advantage and Bill Clinton master strategics that we think are not properly reflected in the polls, though I have not researched the polling questions. In fact if the polls *do* reflect some apathy all bets could be off in a very close race where you may see higher-than-anticipated participation and guys skipping the game to go support their candidate.

In fact one wonders if Richardson and Biden may be negotiating behind the scenes right now for a VP slot. They will each have caucus people who will need to "switch candidates" due to the 15% caucus support threshold. Thus if they asked their supporters at the last minute to move to any of the top three it could be enough to swing the result, and the stakes in Iowa are high enough for Obama, Clinton, and Edwards that any of them might agree.

Desmoines, Iowa - Presidential tourism in action

The Desmoines Register, which I think is Iowa's main newspaper, has a neat piece showcasing tourism in Desmoines where many of the campaigns have a rather large prescence, and the election mania is reaching it's peak as the presidential caucuses loom.

Sunday, December 30, 2007

Iowa Republican Race: Romney vs Huckabee

Recent surges for Mike Huckabee make him a real contender in Iowa, and president picker now thinks Huckabee could even win Iowa although Romney will certainly be close. We continue to predict a Romney win in Iowa.

Recent polls show Romney and Huckabee neck and neck, each with about 30% in Iowa. McCain's weak Iowa showing reflects the problems with a system that puts so much emphasis on Iowa, where (stupid and foolish) heavy subsidies for Ethanol are popular. McCain, much to his credit, has opposed these subsidies and lost a lot of votes for doing that. McCain is now a frontrunner in New Hampshire - a state he won against GW Bush in the 2000 race.

Unlike the democratic caucus process Iowa's Republican race uses a ballot process, thus the polls are more relevant because people will not have to "stand up and argue" for their candidate as they do in the Democratic caucuses.

President Picker predicts that Huckabee's popularity will soon fade with a poor New Hampshire showing and increasingly public scrutiny.

President Picker Predictions: Look for a small Romney victory in Iowa and a McCain win in New Hampshire, Giuliani continues to fade as will Huckabee. McCain cash problems will hurt him in South Carolina. Thompson drops out after South Carolina or even New Hampshire.

Iowa Democrats - Clinton, Obama, Edwards almost a dead heat?

Real Clear Politics has a great examination of recent Iowa polling, and averages the latest information to get these numbers:

Clinton 28.4
Obama 26.4
Edwards 25.8

Averaging has some challenges but probably paints a better picture than any individual polling effort. By this measure the race is pretty much a dead heat (though I HATE ther terms "statistical dead heat" because it misleads people into thinking there is no difference between different numbers. There is a difference. When two numbers are within the polls margin of error it still means the top person is "more likely" to win, but suggests far more uncertainty than if the numbers are outside of the margin of error.

For example Richardson with under 10% has virtually no chance of an Iowa top 3 placement, but any of the top 3 could win this race.

However, I continue to believe Clinton will win due to superior organization and strategy and the football game which will affect men more than women and thus Clinton's popularity among Iowa women will be enhanced, but the game is not likely to be fully reflected in polls.

Prediction: Clinton Wins Iowa and also New Hampshire.

Friday, December 28, 2007

Into the Iowa Home Stretch

The Iowa Caucuses are only about a week away, and it is by no means clear who will win Iowa, let alone how that will affect the longer term prospects of the winners and losers.

On the Republican side of the race McCain is showing signs of life in Iowa and New Hampshire, and in National polls. If he topples the "front runners" Romney and Giuliani it'll breath some life into a campaign that had been slowed considerably by challenges in organization and funding.

Still, President Picker predicts a Romney win in Iowa by a modest percentage and then a stronger win in New Hampshire, consolidating Romney as the Republican Front Runner and seeing more drop outs - probably Thompson first after predicted bad showings in the first two states.

Democrats are also hard to call, but we think Obama's latest surge has been mostly a product of big spending and Oprah appearances and his hard core support may fade when push comes to shove comes to the complex caucus process. In fact I think it's possible we'll see Obama support higher in number than Clinton's but still a caucus loss due to inferior organization and strategy or even some last minute bombshells that will weaken Obama support.

Clinton has one of the great political masterminds of the 20th century on her team, and it's unlikely the Clinton campaign will botch their broad based Iowa support and organization. Likewise Edwards has been through this before with good results, so his organization may outperform his actual support.

Of course even the weather can play a huge role in Iowa, as will the football game which gives Clinton a nice edge demographically as she has more female voters and they are less likely to stay home and watch the game. Stormy? Clinton wins handily due to organization and football. Perfect Weather? Obama has a shot. Edwards....second.

In Memoriam: Benazir Bhutto

Benazir Bhutto, Pakistani moderate and champion of democracy, is yet another reminder of the instability in so many parts of our challenged world. Bhutto’s assassination, and the ongoing attacks on General Musharaff, bring that possibility closer as Pakistan’s hopes for a quality democracy drift again into the shadows.

India and Pakistan have been very antagonistic towards each other since Pakistan’s fiery birth soon after Indian independence from Britain. Disputes over the Kashmir region, claimed by both countries, flare up regularly.

Instability favors the extremists and those who support them, and takes us away from the democracy that most people favor as the best way to bring justice and prosperity to all.

Bhutto stood for democracy, and died for democracy. Even in our much safer society our prominent elected officials and candidates risk their lives in the pursuit of the democratic dream. We should respect them all for taking this risk in the name of our freedoms.

Sunday, December 23, 2007

New Hampshire Concord Monitor Newspaper: Romney need not apply for President.

The Concord Monitor , in a rambling, scathing editorial written by "monitor staff", suggests that Mitt Romney is basically a "fake" and should not be President. The ranting critique of Romney seemed odd to me coming as it does from a liberal paper that one would think would be at least mildly supportive of Romney's history of mild Republicanism rather than the more right wing forms it claims (correctly) he's catering to as the campaign heats up. Almost bizarre is the Monitor's description of what they see as a litany of Romney defeciencies:

... athletic build, ramrod posture, Reaganesque hair, a charismatic speaking style and a crisp dark suit. You'd add a beautiful wife and family, a wildly successful business career and just enough executive government experience. You'd pour in some old GOP bromides - spending cuts and lower taxes ...

So let me get this straight Monitor staff: Republicans need a scrawny bald guy with bad posture in an ill-fitting light colored suit. He should speak poorly, have an ugly wife, and ugly children. He should have failed in business and have huge amounts of government experience, and favor more spending and higher taxes.

Huh?

Frankly, I think the editorial is more conspicuous than Romney's newfound conservatism, it reads more like a paper trying to derail the person who is arguably most likely to win the general election than as a real statement of the paper's sensibilities. Failing to disclose their likely preference for the Democratic nominee smells wrong to me given how critical they seem to be of Romney's "past liberalism"

C'mon Concord Monitor - Romney's conservative focus is like Hilary's hawkish sensibilities or Edwards populist ones. These are simply good campaign strategy - play your weaknesses as strengths and draw in people near the middle. Most of these candidates (Obama as possible exception), have legislative records we can examine and there is little reason they will diverge significantly from past voting.

Romney may or may not be suited for the job of president, but the Monitor's weak and self-serving editorial is hardly a guide to his qualifications or lack of them.

Thursday, December 20, 2007

Giuliani released from MO hospital and is OK, Tancredo drops out of race.

Rudy Giuliani was hospitalized yesterday with flu-like symptoms. He's been released from the Missouri hospital and CNN is reporting he has a "clean bill of health", but they don't seem to have much information.

Although there is no reason to believe Giuliani's problems have anything to do with his past cancer, it's clear that health issues could impact this election more than most. John Edwards wife had cancer as did Giuliani, and it is reasonable to wonder what effect a health flare-up would have on these campaigns.

Tancredo leaves Republican field

Tom Tancredo, dead last in the polls, will drop out of the race today. It's not official yet but will happen during the press conference he'll hold before Thursday afternoon.

Tancredo's strong anti-illegal immigration message did not appear to resonate with voters.

Meanwhile, Republicans continue to vigorously court New Hampshire voters. Iowa is more a Democratic battleground although both states could provide a huge boost to winners in terms of support as well as the mother's milk of politics - cash.

Donny Deutsch on Christmas Ads

Advertising expert Donny Deutsch was hard on most of the Christmas campaign advertising, suggesting much of it is a waste of time or not really "on message" for the candidates.

I agreed with some of Deutsch's analyses but disagreed with his criticism of the Obama ad, which I'd argue is simply brilliant. Giuliani ridiculously offers off camera people fruitcakes and sits beside a fake santa. Edwards simply offers a short campaign pitch. Clinton is wrapping presents like "National Pre-K" and "Health Care". Not terrible, but smells insincere which is a key Clinton challenge.

The two "stand out" ads are that of Huckabee, which somewhat spookily features a shelf filmed to look like a cross behind the candidate - almost as if they are sending a secret signal to the minions waiting in the wings for a messianic candidate. Deutsch stopped just short of calling this ad out as a dangerous sign of trends in American politics, but indicated he was alarmed by this type of symbolism.

The great ad is Obama's. His picture perfect family sits beside a tree as Michelle wishes everybody well. Obama then suggests it's time to come together rather than apart, and his family almost frames this concept in a greeting card way with the daughters wishing us all happy holidays. Schmalzy? Maybe, but this ad is a brilliant example of reaching the people you want in the way they want to be reached. Obama needs women to vote for him, not Hilary. This is a huge challenge that his campaign is meeting masterfully with Oprah and ads like this.

Republican New Hampshire - Romney v McCain

Mitt Romney has a substantial lead in New Hampshire according to the NBC Wall Street Journal poll results discussed today on Chris Mathews Hardball. As we predicted some time ago Romney is the Republican to watch and the man to beat, as Giuliani's lead dwindles in the face of closer public scrutiny.

Likewise on the Democrat side Clinton maintains a sizable lead in New Hampshire although Obama now leads in Iowa 33% to 29% for Clinton.

President Picker is skeptical of the Iowa poll results showing an Obama lead. Although he may win, we still predict a Clinton Victory, feeling that support for Obama will prove "softer" than support for Clinton. Iowa Caucusing requires a substantial committment from supporters and it's not at all clear that Obama's new campaign troops will be as enthusiastic on caucus night as they have been attending Obama pep rallies with Oprah.

Tuesday, December 18, 2007

Yahoo Political Dashboard

Webguild reports that the The Yahoo Political Dashboard is up and running, though Reshma notes several caveats in how you'd want to interpret this data.

The Yahoo Dashboard is very nicely done visually, and allows a lot of key comparisons quickly. The money raised column may be the most relevant in terms of the prospects of these candidates as we kick the primary season into gear in early January. Why? Campaigning in small states like Iowa and New Hampshire is not expensive, but in California and New York you need tens of millions to sway those pesky undecided voters who arguably are the key voters who determine the outcome in our market-driven elections system.

The following candidates won't have money problems if they can perform OK in the early primaries: Clinton, Obama, Romney, Giuliani, Edwards. I'd say McCain and Huckabee are at great risk regardless of performance because they'll need cash to continue, and unless they have huge showing early on I predict people will try to "bet on a winner" and donations will continue to flow to the frontrunners. Look for Romney and Edwards to fund their own campaigns heavily if their prospects look good. President Picker still predicts that Romney will win the Republican Nomination and Clinton the Democrat, but we acknowledge the Iowa and New Hampshire races have become closer than we thought they would be. Obama's strategy is almost flawless so far - he's taken a high road on the campaign which has made Clinton look petty and mean - the latter a key attribute her campaign is trying to counter even as it struggles to fine Obama's Achilles heel.

Ironically the Clinton campaign's new advertising is designed to make people feel more "warm and fuzzy" towards Clinton. I see this as a strategic error. Everybody knows she is a tough and seasoned politically and has a hard and intense personality. Suggesting otherwise appears deceptive because it is, and also because media are viewing this approach skeptically - skepticism that rubs off on viewers. These are not attributes the campaign should be diminishing, rather they should be promoting her as a potentially "tough as nails" negotiator and commander in chief. Obama's campaign has recognized correctly that their goal is almost the opposite - make him kind, gentle, and accessible to the indecisive female voters who otherwise would have gone for Clinton on the basis of gender.

Monday, December 17, 2007

Lieberman endorses McCain

John McCain got a needed campaign boost with a Joe Lieberman endorsement, another from the Boston Globe, and a third from the DeMoines register.

McCain has been lagging in the polls despite his 2000 victory over GW Bush in the New Hampshire primary.

Meanwhile Barack Obama, now the Democratic frontrunner, and Mitt Romney are talking religion and politics more than they'd probably like to. Obama is defending himself against what appear to be Clinton campaign suggestions challenging his Christian roots, while Romney was heavily blasted by NBC's Tim Russert for his long support of questionable Mormon church policies.

Although negative attacks are just political business as usual, I'm disappointed that journalists like Russert and TV news are so quickly picking up and running with these irrelevancies. Religion is relevant to the character debate, and in the case of Huckabee, a minister, it would be good to clarify some allegiances, but I think suggestions that people can't separate religion and state are questionable in the case of all these candidates. Far more relevant are questions about governance and policy. Is it too much to expect more about that?

Friday, December 14, 2007

Iowa likes Obama

FOX just announced results from today's Iowa poll by an Iowa newspaper showing Obama with aa 9 point lead over Clinton. Although clearly Obama's doing very well in Iowa and appears to be gaining ground in New Hampshire, I remain skeptical that he can overturn the Clinton machine in the broader election, though certainly it's possible.

Obama is spending more in Iowa right now on advertising - I think about 450k weekly vs Clinton's 350k and his teams appear to be working harder. I think a decision was made some time back that Iowa was *the* key Obama priority, and that strategy may lead to an Iowa victory but will leave the campaign challenged in the big states. That said, Obama is on a tear and he could ride this to victory.

On the Republican side Huckabee announced that political mastermind Ed Rollins will take over the Huckabee campaign. Rollins was behind Ronald Reagan's victories and will bring a high level of sophistication to the Huckabee effort. Look for Romney v Huckabee with Giuliani fading and the rest of the pack out within a few months.

Kindergarten Drug Dealing rock the Democratic primary?

The Clinton campaign's desparate attempts to tarnish Obama with comments he has made about drug use and Kindergarten appear to be backfiring badly in the press and probably among voters, though it remains to be seen if the drug admissions by Obama in his biography may have some negative traction, especially in light of the huge Baseball steroid stories now swirling in the press.

The Clinton adviser that brought up the drug issues has resigned in what Chris Mathews of CNBC claims is a classic act of dishing the dirt, falling on your sword, and getting rehired later.

Thursday, December 13, 2007

Democratic Debate in Iowa

The Democratic Iowa debate - the last before the caucuses - wrapped up without any major gaffes, though the focus groups seemed to be much more favorable to Obama and Edwards than Hilary Clinton.

Clinton certainly did not stand out the way she had in earlier debates, and as is often the case new "frontrunner" Obama seemed more poised and confident than he had in the earlier encounters.

Compared to the Republicans the democratic crew was downright sympathetic to each other. When the moderator asked a pointed question about Biden and some comments that could have been interpreted as prejudiced, Obama chimed in with an unqualified endorsement of Biden's history as a strongly pro civil rights candidate. Although I don't think it was contrived, I think this played very well with the audience.

Edwards continued to hammer home his populist notion that the rich and powerful are now in control and need to be taken out of control.