Author Archives: Jim Ellis

The Early Vote Predictor

By Jim Ellis

Dec. 3, 2020 — While it became clear that the plethora of polling data published during the 2020 election cycle again proved to be a poor predictor of eventual campaign outcome in most states, another resource was discovered that might be the more reliable prognosticator.

The states releasing early voting numbers before the election – not the actual election results, of course, but the numbers of Democrats, Republicans, and Unaffiliated voters who had returned their ballots – provided the opportunity of charting possible race outcomes. As a predictor, the early voting numbers, largely because they are actual votes and not extrapolations and estimates as found in polling, look to be a more reliable gauge.

Let’s examine the results in the key battleground states and compare them to both the 2020 and 2016 early voting numbers as compiled by the Target Smart organization. Target Smart monitored, categorized, and published the early ballot return numbers throughout the acceptance period in every state that publicly released such data. Unfortunately, for purposes of our exercise, the Georgia 2020 numbers are among the states not currently available.

In Arizona, we see a difference in the 2016 and 2020 early vote numbers that indicated a small shift in the voting patterns. Detecting that Democratic early vote participation had increased several points from four years ago while Republicans were down slightly did prove indicative in relation to the final Arizona result that yielded an official 10,457 vote Biden victory.

In Florida, we see the Democratic early vote numbers dropping slightly. This is a bit surprising in that 2020 featured a record voter turnout. The fact that Republicans gained a bit in the swing was a predictor of President Trump’s stronger performance in the Sunshine State as compared to the result from four years previous.

As we can see from the Michigan numbers, Democrats increased their early voting participation while Republicans saw a decrease. Unaffiliated voters substantially increased. Considering the final result, it is apparent that most of the Unaffiliateds voted Democratic in the presidential contest.

The North Carolina early vote numbers gave us our first clear indication that the pollsters were mis-casting the state’s electorate. The clear indication that Democrats were missing their marks in early voting while Republicans were exceeding their expectations was the first indication that the final vote would produce a different result than the plethora of polls were suggesting.

Pennsylvania featured drastic changes in not only the partisan early vote pattern, but also in volume as early voting increased by more than twelve-fold in comparison to 2016. The stark difference in Democratic versus Republican participation levels did forecast a swing to the former party, though the final totals were not as drastically different as the early voting yields.

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Analyzing the Patterns

By Jim Ellis

President Trump | via Flickr

Dec. 2, 2020 — Now that election results are being certified around the country, we can begin to analyze the numbers in an attempt to detect what voting patterns developed throughout the electorate.

In looking at the presidential state-by-state totals from all 50 states and the District of Columbia, we can begin to see that President Trump fell below his previous vote marks not only in places like Arizona, Georgia, and the Great Lakes region, but in several other places, as well. This, despite seeing over 10.5 million more people voting for him in 2020 when comparing his totals from those recorded four years ago.

In a total of 18 states, Trump dropped below his 2016 performance rate, including eight places that he carried in both 2016 and 2020. In all eight, however, his drop-off rate was less than one-half percentage point.

Conversely, in 32 states, he exceeded his 2016 performance mark and surprisingly so in such left of center states as California (+2.7 percent), Hawaii (+4.9 percent), Nevada (+2.2 percent), New Mexico (+3.5 percent), New York (+5.6 percent), and Washington (+2.2 percent). Mind you, he came nowhere near carrying any of these states, with the exception of Nevada, but the president did record slight improvement when compared with his 2016 vote performance.

The state where Trump outperformed his 2016 total by the most is Utah (12.6 percent), but that is largely because there was no strong Independent or significant minor party candidate on the ballot in the 2020 election. Four years ago, Independent Evan McMullen did well in Utah, attracting 21.5 percent of the Beehive State vote thus allowing Trump to carry the state with only a plurality of 45.5 percent. In 2020, his victory percentage improved to 58.1 percent.

One of the key reasons former vice president Joe Biden won the election is because he increased Democratic performance over Hillary Clinton’s 2016 vote totals in every state but New York. This allowed him to tip the balance away from President Trump in the critical states of Arizona, Georgia, Michigan, Wisconsin, and Pennsylvania, those states the latter man carried in 2016 but were lost to Biden in this current election.

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Final House Tally: 223-212?

By Jim Ellis

Dec. 1, 2020 — The latest outstanding congressional race numbers suggest that the House may break 223 Democrats to 212 Republicans when some very close elections are finally decided. If this is indeed the final party division among the 435 seats, the GOP will only be six congressional districts away from re-claiming the House majority in the 2022 elections.

Currently, we see Real Clear Politics projecting California Rep. Mike Garcia (R-Santa Clarita) as the winner over state Assemblywoman Christy Smith (D-Newhall) in the state’s 25th CD, which lies in parts of both Los Angeles and Ventura Counties.

With still a small undetermined number of votes to be verified and counted, Garcia’s tight 405-vote margin appears to be holding. Our own rudimentary projections suggest that the freshman Republican congressman will hold by just under 400 votes. It is probable we will see a recount and potential ballot challenges, so the result may be challenged before and after certification. Under California election law, certification for all races must occur by Dec. 11.

We have seen several projections made suggesting former California Rep. David Valadao (R-Hanford) has defeated freshman Rep. T.J. Cox (D-Fresno) in the state’s Central Valley 21st CD. Valadao has a 1,820-vote lead according to the California Target Book organization’s in-depth analysis.

Our more rudimentary estimates suggest that Valadao will win the final count by approximately 1,400 votes based upon the potential number of outstanding ballots in the three counties, Kern, Kings, and Tulare, that are still verifying and counting mail votes. Fresno County has completed its count.

Later today, we expect to see the second certification of Iowa candidate Mariannette Miller-Meeks (R) in the state’s 2nd Congressional District. Under Iowa law, a certification had to be issued one week after the election, in this case Nov. 10, and Miller-Meeks, a state senator from Ottumwa who is in her fourth run for the US House, was originally certified as the winner with a 47-vote margin. The full recount finds former state senator and 2018 lieutenant governor nominee Rita Hart (D) gaining votes but still losing by a total of just six votes districtwide from more than 394,400 ballots cast, a Miller-Meeks winning percentage of 50.0008 percent.

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Presidential Polling Report – Part II

By Jim Ellis

Nov. 30, 2020 — Last week, we covered the cumulative polling community’s 2020 accuracy in the Great Lakes region (scroll down below), and today we look at how their predictions fared in President Trump’s five core states of Arizona, Florida, Georgia, North Carolina, and Texas. If the President had been able to carry all five states, and he has now officially failed in Arizona and Georgia, he would have only needed to win one of the battleground state bordering a Great Lake to secure re-election.

In each place, we take the five publicly released polls conducted closest to the election and analyze whether the cumulative and individual survey research firms came close to the final result or missed beyond the polling margin of error.

Arizona

Canvassing is not yet complete in Arizona, but it appears Mr. Biden scored a 49.4 to 49.1% victory, a margin of just 10,457 votes. Carrying Arizona was the first conversion step for Mr. Biden to win the national election.

The final five pollsters were the NBC News/Marist College; CNBC/Change Research; Reuters/Ipsos, Emerson College, and Rasmussen Reports. Here, NBC/Marist came the closest, predicting the two candidates landing in virtually a dead heat. All five, however, were within the polling margin of error, though Rasmussen Reports did call the winner wrong, predicting President Trump would carry the state by four percentage points.

Arizona – Biden 0.3 percent

NBC News/Marist	10/29 – 11/1	717 LV	48	48	Tie
CNBC/Change Research	10/29 – 11/1	409 LV	50	47	Biden +3
Reuters/Ipsos	10/27 – 11/1	610 LV	49	47	Biden +2
Emerson	10/29 – 31	732 LV	48	46	Biden +2
Rasmussen Reports	10/27 – 29	800 LV	45	49	Trump +4

Florida

Cumulative polling predictions again projected a close Democratic win during most of the late election cycle only to see, for the fourth consecutive time in a major Florida statewide race, the Republican candidate reversing the trend and clinching a close win. The latest Florida data was much closer to the mark as three of the final five pollsters correctly forecast a win for President Trump.

The Trafalgar Group proved the closest with their Trump +2 final projection. CNBC/Change Research missed by the most, a six-plus point swing from their Biden +3 prediction to a Trump +3.3 final result.

The final five Sunshine State pollsters were: Fox 35/Insider Advantage; the Trafalgar Group; CNBC/Change Research; Susquehanna Polling & Research; and Rasmussen Reports.

Florida – Trump 3.3 percent

FOX 35/Insider Adv	11/2	400 LV	47	48	Tie	Trump +1
Trafalgar Group	10/31 – 11/2	1003 LV	47	49	Tie	Trump +2
CNBC/Change Research	10/29 – 11/1	806 LV	51	49	Tie	Biden +3
Susquehanna	10/29 – 11/1	400 LV	46	47	Tie	Trump +1
Rasmussen Reports	10/29 – 31	800 LV	48	47	Tie	Biden +1

Georgia

Just about everyone missed the final count in Georgia, though pollsters throughout the election cycle were clearly forecasting a close Peach State race that certainly ended in such a manner. With the race now certified, Biden won the state, 49.5 to 49.3 percent, a margin of just 12,670 votes.

The only pollster to correctly predict a Biden victory was Public Policy Polling, while the Trafalgar Group, despite being closest in Arizona, was furthest away in Georgia. The five pollsters were: WSB-TV/Landmark Communications; the Trafalgar Group; Insider Advantage; Emerson College; and Public Policy Polling.

Georgia – Biden 0.2 percent

WSB-TV/Landmark	11/1	500 LV	50	46	Trump +4
Trafalgar Group	10/31 – 11/2	1013 LV	50	45	Trump +5
Insider Advantage	11/1	500 LV	48	46	Trump +2
Emerson	10/29 – 31	749 LV	49	48	Trump +1
PPP	10/27 – 28	661 LV	46	48	Biden +2

North Carolina

North Carolina, being one of the quintessential swing states in the country, again produced a close race in 2020 as President Trump claimed the Tar Heel State with just a 1.3 percentage margin, 49.9 – 48.6 percent. Rasmussen Reports was again closest to the mark, as they were in Pennsylvania. Most of the polling throughout the entire election cycle, however, 57 of 85 published polls with eight ties, forecast Biden as holding a North Carolina lead.

The five final pollsters were: Insider Advantage; CNBC/Change Research; Emerson College; Reuters/Ipsos; and Rasmussen Reports. While RR was the closest, CNBC/Change Research was furthest away.

North Carolina – Trump 1.3 percent

Insider Advantage	10/30 – 31	450 LV	48	44	Trump +4
CNBC/Change Research	10/29 – 11/1	473 LV	47	49	Biden +2
Emerson	10/29 – 30	855 LV	47	47	Tie
Reuters/Ipsos	10/27 – 11/1	707 LV	48	49	Biden +1
Rasmussen Reports	10/28 – 29	800 LV	48	47	Trump +1

Texas

Media report after media report continued along the theme that the Lone Star State of Texas was in play for Biden but, in the end, Texas remained red and voted for President Trump in a 5.5 percentage spread, 52.0 – 46.5 percent, which was the closest major statewide race in nearly two decades.

At the end of the race, the pollsters were detecting a clear move toward President Trump largely because the oil and gas industry issues, so important to the Texas economy, became the focal point of attack throughout most of the campaign.

The University of Houston poll called the race almost exactly correct, while two academic institution pollsters, Emerson College and Quinnipiac University, were furthest away. The five pollsters were: Emerson College; University of Massachusetts at Lowell; Siena College/New York Times; Quinnipiac University; and the University of Houston.

Texas – Trump 5.5 percent

Emerson	10/29 – 31	763 LV	49	49	Tie
UMass Lowell	10/20 – 26	873 LV	48	47	Trump +1
Siena College/NYT	10/20 – 25	802 LV	47	43	Trump +4
Quinnipiac	10/16 – 19	1145 LV	47	47	Tie
University of Houston	10/13 – 20	1000 LV	50	45	Trump +5

ME-2

For the second time in two presidential elections, the 2nd Congressional District of Maine bucked the statewide trend and supported President Trump. Biden’s larger margin in the ME-1 CD allowed him to carry the statewide count, which earned him three of Maine’s four electoral votes.

As in the US Senate election in which the polling community missed the final result by the largest margin in the country, so too did they underestimate President Trump’s strength in northern Maine.

All five final pollsters forecast a Joe Biden victory in ME-2, but the end result was a substantial win for President Trump. Each missed well beyond the polling margin of error. The five polling firms were: Change Research; Emerson College; Survey USA; Colby College; and Pan Atlantic Research.

ME-2 – Trump 7.9 percent

Change Research	10/29 – 11/2	475 LV	47	46	Biden +1
Emerson College	10/29 – 31	301 LV	50	47	Biden +3
Survey USA	10/23 – 27	509 LV	48	45	Biden +3
Colby College	10/21 – 25	453 LV	46	42	Biden +4
Pan Atlantic Research	10/2 – 6	300 LV	47	43	Biden +4

Presidential Polling Report – Part I

By Jim Ellis

Note: All the best for a wonderful Thanksgiving holiday. Political Updates will return on Monday, Nov. 30.

Former VP Joe Biden

Nov. 25, 2020 — Now that the states are certifying their election results and the numbers are becoming clearer, we can look at the key battleground regions and assess the cumulative polling community’s accuracy.

Today we look at the key Great Lakes region and the states that turned away from President Trump and landed in former vice president Joe Biden’s camp. Polling had predicted Biden to win all four of the key states, Michigan, Minnesota, Pennsylvania, and Wisconsin, which he did, but they largely missed the mark when it came to margin. In three of the five instances the pollsters predicted substantial wins for Biden, not the close result he ultimately recorded.

Michigan

In Michigan, where Biden scored a 50.6 to 47.8 percent victory, the final five pollsters were the Trafalgar Group, Insider Advantage, CNBC/Change Research, Emerson College, and Mitchell Research. Insider Advantage came the closest, predicting a Biden two-point victory. Three pollsters missed beyond the polling margin of error. The Trafalgar Group actually predicted a Trump win.

Michigan – Biden 2.8 percent

Trafalgar Group	10/30 – 31	1033 LV	46	48	Trump +2
Insider Advantage	10/30 – 31	500 LV	49	47	Biden +2
CNBC/Change Research	10/29 – 11/1	383 LV	51	44	Biden +7
Emerson	10/29 – 30	700 LV	52	45	Biden +7
Mitchell Research	10/29	817 LV	52	45	Biden +7

Minnesota

Though Minnesota is the most loyal state to the Democrats in the presidential race, it appeared for a time that the state could become close, just like in 2016 when President Trump came within 1.5 percentage points of capturing the domain. In 2020, however, Minnesota returned to form and awarded Biden a 52.5 to 45.4 percent win. Here, the final five pollsters were Survey USA, the Trafalgar Group, KSTP/Survey USA (two separate polls), and Minnesota Post. All fell within an acceptable accuracy range.

Minnesota – Biden 7.1 percent

SurveyUSA	10/23 – 27	649 LV	47	42	Biden +5
Trafalgar Group	10/24 – 25	165 LV	48	45	Biden +3
KSTP/SurveyUSA	10/16 – 20	625 LV	48	42	Biden +6
MinnPost	10/12 – 15	1021 LV	49	44	Biden +5
KSTP/SurveyUSA	10/1 – 6	929 LV	47	40	Biden +7

Pennsylvania

The Keystone State has been the site of the most strenuous voter fraud lawsuits, which included a Trump legal victory. In the end, however, the victorious lawsuit(s) would not be enough to overturn the projected result, which was a close 50.0 – 48.8% finish. Polling was inconsistent with Rasmussen Reports coming closest to the final result. Three of the five firms actually predicted a Trump victory. The pollsters were: Susquehanna Polling & Research, Rasmussen Reports, the Trafalgar Group, NBC News/Marist College, and Insider Advantage.

Penn – Biden 1.2 percent

Susquehanna	11/1 – 2	499 LV	48	49	Trump +1
Rasmussen Reports	10/31 – 1	800 LV	50	47	Biden +3
Trafalgar Group	10/30 – 31	1062 LV	46	48	Trump +2
NBC News/Marist	10/29 – 11/1	772 LV	51	46	Biden +5
Insider Advantage	10/30 – 31	500 LV	47	49	Trump +2

Wisconsin

The Badger State was the closest of the four regional entities that touch a Great Lake. The final result saw the two candidates coming within just 20,608 votes, or a percentage breakdown of 49.4 – 48.8 percent in favor of the Democratic nominee. Polling from four of the five entities missed badly, all predicting a substantial win for Biden.

Susquehanna was the closest of the group, missing by just over two percentage points. CNBC/ Change Research, Susquehanna Polling & Research, Emerson College, Ipsos/Reuters, and Siena College/New York Times comprised the final group of survey research entities.

Wisconsin – Biden 0.7 percent

CNBC/Change Research	10/29 – 11/1	553 LV	53	45	Biden +8
Susquehanna	10/29 – 31	450 LV	49	46	Biden +3
Emerson	10/29 – 30	751 LV	53	45	Biden +8
Reuters/Ipsos	10/27 – 11/1	696 LV	53	43	Biden +10
NY Times/Siena	10/26 – 30	1253 LV	52	41	Biden +11

NE-2

For the second time in the past four presidential elections, the 2nd Congressional District of Nebraska went against the statewide trend and awarded an electoral vote to the candidate losing the statewide count. In addition to this year, the same pattern occurred in 2008 when then-Sen. Barack Obama carried the district but not the state.

This time the Biden victory was substantial with FM3 Research projecting the correct margin of 11 percentage points. The other pollsters, while forecasting a Biden win, significantly missed the actual winning spread. The five pollsters were: UNLV Business School, Change Research, Emerson College, FM3 Research, and Siena College/New York Times.

NE-2 – Biden 11.4 percent

UNLV Business School	10/30 -11/2	191 LV	50	44	Biden +6
Change Research	10/29 – 11/2	547 LV	50	47	Biden +3
Emerson College	10/29 – 30	806 LV	50	48	Biden +2
FM3 Research	10/1 – 10/4	450 LV	53	42	Biden +11
Siena College/NYT	9/25 – 9/27	420 LV	48	41	Biden +7

It’s Now Down to Three

By Jim Ellis

David Valadao (R)

Nov. 24, 2020 — Unofficial victory projections are being made for California’s 21st Congressional District in favor of Republican former Rep. David Valadao (R-Hanford). It is becoming clearer as more mail votes are being counted and the pool of remaining ballots diminishes to under 10,000, that Valadao has defeated freshman Rep. T.J. Cox (D-Fresno) in one of the few remaining undetermined congressional campaigns.

Real Clear Politics, the Cook Political Report, and the local Fresno Bee newspaper are all reporting that Valadao has won the race, though the former Congressman himself has yet to declare victory and Cox has not conceded defeat.

Valadao, who previously served three terms in the House after his original election in 2012 before losing to Rep. Cox in a tight 862-vote margin two years ago, currently leads the 2020 outcome by 1,618 tabulations.

Cox has attracted 58.5 percent of the vote in Kern County, the district’s largest population entity, but with approximately 9,000-11,000 votes remaining at most even such a large percentage will likely leave him over 1,000 tallies short of Valadao’s total. Over 1,500 votes remain in Kings County, in which the Republican recorded 62.1 percent support. Tulare County, which finds only eight percent of the voting population contained within the congressional district, split almost evenly between the two men as Cox leads there by just 21 votes. Fresno County has fully reported.

The Valadao victory means the Republicans have now gained a net 10 seats with three races remaining outstanding. A fourth undetermined race, that in Louisiana’s 5th CD, is going to a post-election runoff on Dec. 5. While the winning candidate is yet unidentified, the secondary election is between two Republican candidates, former congressional aide Luke Letlow and state Rep. Lance Harris (R-Alexandria), so the GOP is assured of holding the seat.

Also, in California, freshman Rep. Mike Garcia (R-Santa Clarita) is claiming to have won the north Los Angeles/Ventura County 25th District. Though only leading by exactly 400 votes with what looks to be in the neighborhood of 4,500 ballots waiting for verification and counting, this razor-thin race looks to be coming down to the final few ballots.

Democratic opponent Christy Smith, a first-term state assemblywoman, accused Rep. Garcia’s victory declaration as being “dangerous to our democratic process.” She then immediately filed a 2022 congressional committee with the Federal Elections Commission. Therefore, if Garcia does in fact win the contest, it appears we will see the third edition of a Garcia-Smith campaign two years from now.

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Outstanding Races Near Conclusions

By Jim Ellis

Nov. 23, 2020 — We are now down to four undetermined US House campaigns and one that will go to a double Republican runoff on Dec. 5.

Last week, the NJ-7 race that was called for Rep. Tom Malinowski (D-Rocky Hill) on election night but rescinded when the post-election votes were drawing state Senate Minority Leader Tom Kean, Jr. (R-Westfield) close to dead heat range, has now culminated. Again, Rep. Malinowski was determined to be the winner when the number of uncounted votes became less than the margin between the two candidates.

The open 5th District in Louisiana is headed to a Dec. 5 runoff election. Here, Republicans Luke Letlow and state Rep. Lance Harris (R-Alexandria) will battle to replace retiring Rep. Ralph Abraham (R-Alto). Since both finalists are Republicans, the GOP keeping this seat is not in doubt.

The Iowa 2nd District race between state Sen. Mariannette Miller-Meeks (R-Ottumwa) and former state senator and 2018 lieutenant governor nominee Rita Hart (D) continues in full recount. Miller-Meeks had a 47-vote lead as the recount began. Under Iowa law, the leader has been certified as the winner, but that would change should the recount produce a different result.

Hart filed recount petitions in all of the district’s 24 counties. The various election officials have 18 days to complete their additional canvass, which means we should see a conclusion here sometime near Dec. 1.

In New York, counting continues in the 22nd District where former US Rep. Claudia Tenney (R) continues to lead freshman Rep. Anthony Brindisi (D-Utica) by a relatively substantial margin as the number of uncounted ballots slowly dwindles. The latest count finds the former congresswoman and ex-state Assembly member leading Rep. Brindisi by 10,967 votes according to the CNN count, which appears to have the most updated data.

Almost 292,000 ballots have been counted with an estimated 26,000-plus votes remaining. To overcome the difference, Rep. Brindisi would have to attract approximately 71 percent of the outstanding ballots. In the 2016 election, 296,086 individuals voted in the congressional race. Therefore, if the estimated outstanding total of 26,000-plus is near correct, then turnout would have increased approximately nine percent from the last presidential election turnout model when compared to the current vote.

In the last group of approximately 25,000 votes, Congressman Brindisi garnered closer to 68 percent in reducing Tenney’s lead from 21,812 votes to the current number. Unless the remaining ballots are even more Democratic than the latest batch, Tenney will likely remain in the lead and soon claim victory.

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