Friday, January 04, 2008

Biden, Dodd out

Joe Biden and Chris Dodd have dropped out after poor Iowa showings. Meanwhile Huckabee and Obama are the media toasts of the town, getting more buzz than even big advertising money can buy.

The New Hampshire results won't necessarily reflect the national opinion but unlike Iowa they'll include a lot more groups. If Obama and Huckabee do well in New Hamphire - which probably means second or strong third, they may come out as presumptive frontrunners although the race is likely to tighten after New Hampshire since it is unlikely to be nearly as friendly to Huckabee as Iowa's small and dedicated Christian lobby turned the tide there. Even for Obama it'll be tough to pull out a New Hampshire win.

But ultimately the race will be decided in February on super mega primary day when more than half of all the delegates will be awarded in the huge number of major races around the country - from New York to California. Any predictions before that time are pretty speculative, though we plan to make them anyway.

Thursday, January 03, 2008

Next Presidential Battleground: New Hampshire

It's not yet clear how the Iowa results will affect the New Hampshire Primary but it's certain to have some effect. There's a tendency for people to jump on and off political bandwagons, so a good guess going in to New Hampshire is that Huckabee and Obama will improve their current showings, probably at the expense of Clinton and Romney.

It's also not clear how this will affect the national polls, which still show Clinton with a sizable lead and show Giuliani - not even a player in Iowa or New Hampshire - with the national Republican lead.

We were wrong about Iowa, so we won't be predicting anything for at least...24 hours!

Obama holding Iowa lead, CNN projects Obama Victory

CNN Projects Obama as winner in Iowa

With about 70% of the democratic precincts in Barack Obama appears the likely Democratic winner with 35% of the vote, with Edwards and Clinton tied at 32%.

A defeat for Clinton in Iowa will hurt her campaign and energize Obamas, though the quirky Iowa caucus process can quickly fade from memory and it is notable that few of the past Presidents actually won this state. Still, media attention is white hot this year and the Huckabee and Obama wins are likely to fuel a lot more attention and a lot more donation money.

Huckabee Wins Iowa

CNN projects Huckabee as Iowa Winner.

15% precincts have reported for Republicans. Huckabee appears to be showing a whopping 40% to Romney 20% from those precincts, though info is still coming in...

CNN Iowa entrance Polls: Tight Obama v Clinton and Romney v Huckabee. Edwards down

CNN Iowa entrance Polls: Tight Obama v Clinton and Romney v Huckabee. Edwards down.

CNN's got some great coverage tonight from *inside* five Iowa Democratic Caucus locations. there are some 3500 locations so it won't be very helpful in terms of prediction, but it's a great insight into the Iowa process, which is at one level very democratic and open yet at another level it is not very participatory (only a small fraction of the electorate participates) and also to my mind is very biased in favor of more assertive folks who are willing to stand up for their opinions. This last feature is very questionable, as it effectively may disenfranchise some " shy" folks, which is not democratic. The Republican system, a simple straw poll, is arguably more "fair" to all involved.

Huckabee's Surprise?

The Huckabee campaign is now predicting a 5%+ victory tonight in the Iowa Caucuses, as reported by Fox News' Shepard Smith a few moments ago. Fox suggests that the Huckabee Campaign has an exceptional rural religious get out the vote campaign that has been underreported so far during the campaign (though polls should have captured this data).

A close election on both Republican and Democratic sides probably will not shift the balances of power, but a runaway victory or loss by any candidate could do a lot to change the national polls.

This just in: Obama campaign is suggesting there are early indications of record, large turnouts. Most think this will hurt John Edwards and help Clinton and Obama with a *very* large turnout helping Obama the most.

Iowa Caucuses are Coming!

Tonight some 150.000 - 200,000 Iowans will gather at locations all across their state to choose the Democratic and Republican candidates as Iowa's recommendations for the national conventions. As the "jumping off point" for the Presidential Race Iowa's importance to the media is extraordinary - and many would say irrationally overblown by the media.

Some conventional wisdom holds that there are "three tickets out" of Iowa and this year probably won't be the exception to that on the Democratic side, where it's likely that Obama, Edwards, and Clinton will come out with enough support to make the next race - New Hampshire - the media's next darling.

Republican results will be complicated by the fact that Giuliani and McCain, both strong nationally, have made few attempts to do well in Iowa. I'd suggest that after Iowa we'll see the Republican field quickly narrow to Huckabee, Romney, McCain, and Giuliani with the first two as rising stars and the second two as falling stars. I still predict Romney will win the Republican nomination.

Based on the most recent polling averages I'm starting to doubt my own predictions of Romney and Clinton, but it's very hard to predict Caucus results based on polls because people must make a substantial committment to a caucus, especially on the Democratic side where you must also stand up and sometimes speak for your candidate.

Wednesday, January 02, 2008

Iowa Republicans: Huckabee on Tonight Show, Romney Rolling along

As we move into the final hours before the Iowa Caucuses the Republican interest is focusing in on Romney and Huckabee. The latest poll from the Desmoines newspaper shows Huckabee with a solid lead, though averaging several recent polls gives puts Romney and Huckabee in a virtual dead heat with Huckabee ahead by a fraction of a percent.

The Republican field is complicated by the fact that national frontrunner Giuliani skipped Iowa completely and John McCain has not compaigned very heard in Iowa - partly because his honest stand against foolish ethanol subsidies made it very hard for him to do much in Iowa. If Huckabee or Romney's campaigns show huge boosts after Iowa this "no Iowa" strategy may be seen as a mistake, but on balance I think this was a good choice for McCain and Giuliani. What is likely is that we'll see the Republican field narrow to three - maybe four candidates after New Hampshire next week. Those are likely to be Huckabee, Romney, McCain, Giuliani.

Huckabee's huge surge over the past few months is the most significant developement in the race. It appears to be a reflection of the desire on the part of many Christian conservative Republicans to have a candidate that strongly supports a pro-Christian, anti-abortion stand that is not seen in the other leading candidates. Money will come into play heavily for Huckabee as he moves to the larger states where campaigns cannot be run as personally as in Iowa, though a win in Iowa woult lead to a significant increase in donations.

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.