Category Archives: Election Analysis

WI-Senate: Lt. Gov. Announces

By Jim Ellis

Wisconsin Lt. Gov. Mandela Barnes

July 22, 2021 — As expected, Lt. Gov. Mandela Barnes (D) declared his candidacy Tuesday for a Wisconsin Senate seat. Incumbent Sen. Ron Johnson (R) has yet to say if he will seek a third term (when he first ran in 2010, he committed to serving only two terms) but there is no question whatever the senator decides that the Wisconsin race will be highly competitive and become a national campaign.

Before the eventual Democratic nominee even gets the opportunity to face Sen. Johnson, he or she must traverse a difficult primary battle that won’t conclude until August of next year. Already vying for the party nomination in addition now to Lt. Gov. Barnes are state Treasurer Sarah Godlewski, state Sen. Chris Larson (D-Milwaukee), Outagamie County Executive Tom Nelson, and Milwaukee Bucks basketball club senior executive and former Obama White House aide Alex Lasry. Still others may enter.

Wisconsin has been the site of very close election in the latter part of the decade. Two presidential campaigns and a gubernatorial race fell within one percentage point (2016 Presidential: Trump: 47.2 – 46.5 percent; 2020 Presidential: Biden 49.4 – 48.8 percent; 2018 Governor: Tony Evers-D: 49.5 – 48.4 percent; 2016 US Senate: Johnson: 50-47 percent), and another photo finish is expected for 2022.

Polling will again be another question mark since the survey research community’s joint record in Wisconsin has been poor since 2016.

In the Trump-Clinton race, pollsters ran 32 polls and Donald Trump led in none, yet he won the state. In the 2016 Senate race, Sen. Johnson was ahead only once in 29 public polls, yet claimed a three-point re-election victory when the actual votes were tabulated. Again, in the 2020 presidential race, while correctly predicting that Biden would carry Wisconsin, their average margin was way off the mark, finding the Democrat leading by a mean average of 6.7 percentage points in eight polls conducted after Oct. 20. The actual Biden victory margin was just beyond 22,000 votes.

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New State Fundraising Figures

By Jim Ellis

No surprise that Speaker Nancy Pelosi (D-San Francisco) tops the fundraising list.

July 20, 2021 — The second quarter Federal Election Commission financial disclosure reports are now public, and while it will take some time to comprehend the individual filings, we can look at the aggregate state data to begin drawing some early US House political situation conclusions:

The following is a list of the 80 office holders and candidates who exceeded $1 million-plus in receipts since Jan. 1, 2021, including 74 incumbents.

A total of 45 are Democrats as compared to 35 Republicans. A brief explanation of why certain individuals have raised this much money is also included.

California

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Pelosi, Nancy D CA-12 $6,873,128 $7,150,847
McCarthy, Kevin R CA-23 $6,312,663 $6,305,397
Porter, Katie D CA-45 $4,887,831 $12,859,730
Schiff, Adam D CA-28 $3,979,554 $15,639,499
Nunes, Devin R CA-22 $2,525,366 $11,539,624
Khanna, Ro D CA-17 $2,307,112 $3,822,319
Harder, Josh D CA-10 $1,987,919 $5,040,053
Kim, Young R CA-39 $1,594,073 $1,447,568
Garcia, Mike R CA-25 $1,353,194 $822,554
Steel, Michelle R CA-48 $1,352,557 $1,008,266
Collins, Joe R CA-43 $1,199,044 $180,383
Swalwell, Eric D CA-15 $1,085,947 $654,799

No surprise that the two party leaders, Speaker Nancy Pelosi (D-San Francisco) and Minority Leader Kevin McCarthy (R-Bakersfield) top the fundraising list, though House Minority Whip Steve Scalise (R-LA) exceeded by just over $600,000 the top GOP total.

Reps. Katie Porter (D-Irvine) and Devin Nunes (R-Tulare) had their typically strong fundraising periods. Rep. Adam Schiff (D-Burbank) has the lowest population number of any district, and he sits in the middle of the San Fernando Valley. Both points make him vulnerable in redistricting from a state that is losing a congressional district. Joe Collins (R) is opposing Rep. Maxine Waters (D-Los Angeles). It is obvious from his large receipt total and small cash-on-hand figure that he is raising his money through direct mail prospecting, which is an expensive proposition.

Colorado

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Boebert, Lauren R CO-3 $1,794,955 $1,252,630
Donovan, Kerry D CO-3 $1,179,347 $479,246

Obviously, the western slope 3rd District race will be competitive and expensive.

Florida

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Gaetz, Matt R FL-1 $3,277,058 $1,585,935
Cherfilus-McCormick, Sheila D FL-20 $2,409,407 $2,081,704
Mast, Brian R FL-18 $1,749,636 $1,720,117
Donalds, Byron R FL-19 $1,468,065 $958,339
Salazar, Maria Elvira R FL-27 $1,201,681 $672,473
Murphy, Stephanie D FL-7 $1,165,011 $1,973,288

Sheila Cherfilus-McCormick (D) is in the special election to replace the late Rep. Alcee Hastings (D-FL). Most of her money is self-contributed. Rep. Matt Gaetz (R-Ft. Walton Beach) may soon be facing legal charges, so much of his campaign treasury may be paying legal fees. Reps. Maria Elvira Salazar (R-Miami) and Stephanie Murphy (D-Winter Park) look to be facing serious re-election opposition.

Georgia

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Greene, Marjorie T. R GA-14 $4,775,059 $2,792,569
Flowers, Marcus D GA-14 $2,018,385 $547,579
McBath, Lucy D GA-6 $1,575,051 $1,326,020
Bourdeaux, Carolyn D GA-7 $1,240,567 $1,131,140

There is no doubt that the 14th District race featuring controversial Rep. Marjorie Taylor Greene (R-Rome) will be expensive and attract a great deal of media attention. Reps. Lucy McBath (D-Marietta) and Carolyn Bourdeaux (D-Suwanee) face uncertain redistricting challenges.

Illinois

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Krishnamoorthi, R. D IL-8 $2,282,380 $10,090,383
Kinzinger, Adam R IL-16 $1,954,927 $3,075,610
Underwood, Lauren D IL-14 $1,685,298 $1,479,294

Rep. Raja Krishnamoorthi (D-Schaumberg) is a consistent major fundraiser. Rep. Adam Kinzinger (R-Channahon) faces an uncertain redistricting situation along with a strong Republican primary challenge. Rep. Lauren Underwood (D-Naperville) will likely receive a more Democratic seat in redistricting.

Iowa

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Hinson, Ashley R IA-1 $1,443,371 $929,482
Axne, Cindy D IA-3 $1,292,496 $1,038,635
Miller-Meeks, M. R IA-2 $1,045,361 $1,174,066

As we can see from the fundraising totals, Iowa could be the most competitive US House state in 2022 with three of the state’s four seats being top-tier challenger races.

Kansas

INCUMBENT PARTY DIST RECEIPTS CASH-ON-HAND
Davids, Sharice D KS-3 $1,192,865 $1,222,016

2022: The Unannounced

By Jim Ellis

July 19, 2021 — The Fox News website ran a story late last week saying that there remain five in-cycle US senators who have not yet revealed their political plans for 2022. Below is a review of those senators’ political situations and clues that could provide a glimpse whether they are headed toward re-election or retirement.

The best hints will be forthcoming in a matter of days as the second quarter campaign financial disclosure reports will be released shortly on the Federal Election Commission website. Last Thursday was the deadline for filing the reports for the period covering April 1 through June 30.

The five senators, listed alphabetically by state are Sens. Lisa Murkowski (R-AK), Chuck Grassley (R-IA), John Thune (R-SD), Patrick Leahy (D-VT), and Ron Johnson (R-WI).


Sen. Murkowski:

State: Alaska
Appointed: 2002
Re-elected: 2004, 2010, 2016
Age at time of 2022 election: 65
Victory Margin 2016: 44.4 – 29.2%

Announced Major Opponents:
• Karl Speights (R) – Retired Air Force officer
• Kelly Tshibaka (R) – Former AK Administration Commissioner

It is assumed that Sen. Murkowski will run for re-election, though her return path to Washington may be a difficult one to traverse. Last night, her campaign spokesperson stated that the Senator’s second quarter disclosure report would show $1.15 million raised for the quarter with $2.3 million cash-on-hand. These are financial numbers that suggest she will seek re-election.

Alaska has changed its nominating system and will be the first state to adopt a “top four” primary procedure. Similar to California, Louisiana, and Washington that use the jungle primary format to send the top two candidates to the general election, Alaska will instead advance the top four from the slate primary. The change virtually ensures that Sen. Murkowski will not again lose the Republican primary as she did in the 2010 election. In that year, she was forced to run a highly efficient general election write-in operation to win her second full term.

Early polling numbers find Sen. Murkowski with very poor favorability numbers among Republicans and running a distant third behind Kelly Tshibaka (R), who is already the state Republican Party’s officially endorsed candidate. Dr. Al Gross (D), the 2020 Senate nominee, has not yet committed to running again, but he, too, runs ahead of the Senator in the previously released surveys.

While the top four system guarantees Sen. Murkowski will secure a ballot position for the general election, winning her re-election is in doubt.


Sen. Grassley:

State: Iowa
First Elected: 1980
Re-elected: 1986, 1992, 1998, 2004, 2010, 2016
Age at time of 2022 election: 89
Victory Margin 2016: 60.1 – 35.7%

Announced Major Opponents:
• Jim Carlin (R) – State Senator; former State Representative
• Glenn Hurst (D) – Minden City Councilman; Physician
• Dave Muhlbauer (D) – Ex-Crawford County Commissioner; Farmer

Last week Sen. Grassley stated that he would make his political plan public before Nov. 1. Despite his advanced age, it is presumed in all sectors now that Sen. Grassley will seek re-election. He has filed a 2022 campaign committee with the FEC, has a semi-updated website, and it will be interesting to see how active his fundraising became in the second quarter. His March 31 report revealed a cash-on-hand figure of $2.04 million to begin the re-election cycle.

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The Michigan Wild Card

Michigan Congressional Districts


By Jim Ellis

July 16, 2021 — For the third consecutive census, the Wolverine State of Michigan loses a congressional seat but this time it is more difficult to determine how the new map will be drawn and which of the state’s 14 US House members, comprised of seven Democrats and seven Republicans, will be the odd member out.

The big change is that for the first time a citizens’ commission, and not the state legislature, will draw the map. The 13-member commission has been conducting briefings to organizations around the state since April 3 and has public input meetings scheduled with those that began July 8 through Aug. 26.

What places Michigan in a wild card situation, however, won’t become clear until the US Census Bureau sends the state its individual tract data that will arrive on or around Aug. 15. At that point, the key question will be answered as to just how many people the city of Detroit has lost. This will be the critical factor in determining how the new congressional map is constructed.

Like every state, Michigan is bordered on all sides meaning the members with districts on the edge are typically in better defined position than those residing in the geographic middle. In this state’s case, the Great Lakes surround the split land masses on the north, east, and west, with Canada lying to its north and east, and Indiana and Ohio to the south.

Looking at the available public population data that only is current through July 1 of 2019, all current 14 districts must gain residents, hence the state losing a CD, with three most significantly holding the fewest people. Those three are the two Detroit seats, Districts 13 (Rep. Rashida Tlaib-D) and 14 (Rep. Brenda Lawrence-D), and the Flint-anchored seat, District 5 (Rep. Dan Kildee-D). All three are likely to need an influx of more than 100,000 people apiece.

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VA-Gov: Still Polling Close

Former Virginia governor, Terry McAuliffe

By Jim Ellis

July 15, 2021 — A new Trafalgar Group poll was released this week on the 2021 Virginia governor’s campaign, and the results supported data from two other pollsters that we analyzed in June.

The Trafalgar numbers (July 8-10; 1,104 likely Virginia voters, combination live interview and online) give former Virginia governor and ex-Democratic National Committee chairman Terry McAuliffe a slight 47-45 percent edge over retired hedge fund CEO Glenn Youngkin (R) in a political contest that is much closer than analysts would have foretold at the very beginning of this election cycle.

The Trafalgar results were consistent with those found in June from WPA Intelligence (June 2-6; 508 likely Virginia voters, live interview) and JMC Analytics (June 9-12; 550 likely Virginia voters, live interview). In those surveys, McAuliffe held leads of 48-46 percent (WAPi) and 46-42 percent (JMC). Therefore, we see virtually no change within the five-week period, which has to be considered good news for underdog Youngkin.

None of the three polls published a geographic segmentation, which would have been interesting since Youngkin must hit certain benchmarks in the state’s most populous areas if he is to score an upset. All of these regions have been moving decidedly Democratic in the most recent elections.

Alternatively, if we look at the most competitive previous election result, one that elected McAuliffe, we can begin to pinpoint how the current race must form and if we are to see a Republican upset.

The first clue that a close race might develop came in this year’s Democratic primary held on June 8. Turnout, when compared with the 2017 primary that nominated current Gov. Ralph Northam in a lightly competitive race, reached 542,858. This year, the Democratic participation number fell by more than 34,000 voters to 508,616. This may suggest a lesser enthusiasm factor within the Democratic base for McAuliffe’s rerun campaign.

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OH-11: Special Election Tightening

By Jim Ellis

OH-11

July 14, 2021 — For most of the special election campaign to replace Housing & Urban Development Secretary Marcia Fudge in her vacated US House district, it appeared that former state senator and Bernie Sanders for President 2020 national co-chair Nina Turner was a lock for the Democratic nomination. As the contest steams toward an Aug. 3 special Democratic primary election date it appears, however, that the political battle is far from over.

Cuyahoga County Councilmember and County Democratic Party chair Shontel Brown is making major strides that have come to the surface in the past two weeks. According to a just-released Normington Petts survey for the Brown campaign (July 5-8; 400 OH-11 likely Democratic special primary election voters, live interview), ex-Sen. Turner now holds only a 43-36 percent margin over Brown with the 11 minor Democratic candidates splitting the remaining 7 percent preference total.

In the firm’s first poll of this race back in April, Turner led Brown, 42-10 percent. As Jill Normington notes in her released polling synopsis, the latest results find Brown gaining 26 support percentage points between the time the two Normington Petts polls were conducted as compared to just one for Turner.

With recently announced endorsements from Hillary Clinton, House Majority Whip Jim Clyburn (D-SC), Buckeye State 2018 gubernatorial nominee Richard Cordray, Ohio US Rep. Joyce Beatty (D-Columbus), the Congressional Black Caucus, and 18 local mayors, in addition to an impressive array of community, religious, and labor leaders from the district, it appears Brown is gaining serious momentum with three weeks remaining in the primary cycle.

Turner has her own strong support organization, too, most notably from Cleveland Mayor Frank Jackson, state Senate Minority Leader Kenny Yuko, former Ohio Democratic Party chairman David Pepper, and the Justice Democrats led by New York Rep. Alexandria Ocasio-Cortez. Turner also draws support from her own group of a dozen Ohio state legislators and many local officials, along with a large number of Cleveland and Akron community and religious leaders.

Originally, Turner was lapping the entire field in terms of money raised and spent. Now, however, Brown has caught her in this area, too. According to the Daily Kos Elections site, Turner has spent $1.2 million in the campaign as compared to Brown’s $617,000, but they also track another $475,000 coming in from an outside negative ad expenditure targeted against Turner from the Democratic Majority for Israel organization.
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House Vulnerables – Part II

By Jim Ellis

July 13, 2021 — On Monday, we began a two-part series on what are arguably the most vulnerable dozen US House seats based upon the individual district’s political performance over the past two elections.

Below is the priority order update covering the second half of the top 12 most vulnerable CDs. As you will continue to see below, all of the seats except one are Republican held.

To refresh, the first six covered were:

• IA-2 (Rep. Mariannette Miller-Meeks, R-Ottumwa)
• IA-1 (Rep. Ashley Hinson, R-Marion/Cedar Rapids)
• IA-3 (Rep. Cindy Axne, D-Des Moines)
• FL-27 (Rep. Maria Elvira Salazar, R-Miami)
• CA-48 (Rep. Michelle Steel, R-Orange County)
• NY-22 (Rep. Cynthia Tenney, R-New Hartford)

Here’s our look at the next six:

UT-4: Rep. Burgess Owens (R-Salt Lake City) – Ave R vote: 48.8%
• Former NFL football star and businessman Burgess Owens defeated freshman Rep. Ben McAdams (D) by one percentage point in 2020, and we can expect another competitive race here again within this mostly suburban Salt Lake City congressional district located in the metropolitan area’s southern sector.

Republicans, who are in full control of the Utah redistricting process, will attempt to improve the district for Owens, which is possible since the 4th CD is the fastest growing district in the fastest growing state over the past decade. The best estimates suggest that the 4th District must shed approximately 50,000 people to other CDs. This should allow map drawers to subtract a substantial number of Democratic voters from the district, thus yielding Burgess a slightly more favorable political domain.

At this point, McAdams, who was the Salt Lake County mayor prior to his election to Congress, has not indicated whether he will return for a re-match.

MN-1: Rep. Jim Hagedorn (R-Rochester) – Ave R vote: 49.3%
• Two-term Rep. Hagedorn just announced that his cancer has returned, meaning an immediate treatment regimen. How this will affect his re-election campaign is yet to be determined. Hagedorn has won two close elections, as has his Democratic colleague in the adjacent district, Rep. Angie Craig (D-Eagan).

Minnesota is the only state in the nation that sees a split control legislature, meaning each party controls one house. Since the state did not lose a congressional district in apportionment as originally projected, it would not be surprising to see a legislative deal made where Democrats and Republicans are flipped between the two adjoining districts. The changes would result in Hagedorn gaining Republicans and Craig adding Democrats. Redistricting will perhaps be the most critical factor in determining the outcome of both districts come 2022 and beyond.

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House Vulnerables – Part I

By Jim Ellis

July 12, 2021 — Much of the early 2022 election cycle narrative places the Republicans in an advantageous position to re-claim the US House majority they lost in 2018, but there are mitigating factors that make predicting such an outcome premature.

To begin, analysts cite the historical voting pattern that yields large midterm losses for the party that wins the White House in the previous election – a mean average House seat loss of 25 for the president’s party in the first midterm in the 11 such elections from Eisenhower in 1954 to Trump in 2018 – which is a key influence factor for the 2022 election cycle.

Since we are immediately following a new census, redistricting will change at least to a small degree all of the districts in the 44 states that will have more than one seat. Most analysts believe Republicans will be at least slight beneficiaries of the new maps because their party controls most of the state legislatures that will draw the new lines.

The states, however, do not yet even have their census tract data and won’t until mid-August at the earliest; therefore, redistricting will be later and even more chaotic than we are accustomed to seeing. The delays could lead to more interim court maps being placed for the 2022 election, which could neutralize any gain the GOP achieves from their favorable position in the majority of state legislatures that have redistricting power.

Additionally, one must look at the 2020 race results to determine which of the seats will become major targets. In November, 53 current House members won their elections with less than 52 percent of the vote, 27 Democrats and 26 Republicans. In terms of the closest election results, and likely meaning the most vulnerable conversion targets for the 2022 re-election cycle, we see 11 Republicans in the 12 seats where the incumbent’s party averaged 50 percent of the vote or below in the previous two electoral contests.

This tells us that the national Republican strength factor heading into the midterm vote may be somewhat weaker than noted in a cursory overview.

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NYC Ranked Voting – Any Difference?

NYC Democracy produced a voter palm card to help guide voters in a ranked-choice voting scenario.

By Jim Ellis

July 9, 2021 — The Ranked Choice Voting system was on major display in the New York City primary races that began with early voting on June 12 and ended yesterday with declaration of winners. Adding early voting and Ranked Choice Voting in lieu of traditional ballot casting created a 26-day election period, but did the expanded voting cycle change any results?

Ranked Choice Voting is a variation of an instant runoff, a concept that dates back to a similar system first used in Australia in 1918. The idea is to prevent a person from winning a plurality election with a just a small percentage, i.e., Brooklyn Borough president Eric Adams would have won the New York City mayoral Democratic primary with 30.8 percent of the vote on the single election day of June 22 had the traditional system been in place. This means that 69.2 percent of voters chose another candidate.

Instead, after the 26-day election period, Adams still won the party nomination under Ranked Choice Voting but with a convoluted 50.5 percent majority vote at the conclusion of a marathon counting process.

For years, mostly southern states have used a runoff system to correct the problem of a candidate winning an election with a small percentage, such as NYC’s Adams’ 30.8 percent recorded on June 22. In those places, a secondary election is held between the top two finishers at a later date. Ranked Choice Voting allegedly produces a majority result, but without the expense of running a second election.

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Pew’s Post-Election Findings

By Jim Ellis

The candidates in action at the first presidential debate in Cleveland, Ohio: President Donald Trump (left) and former vice president Joe Biden.

July 8, 2021 — The Pew Research Center conducted a post-election poll and spent seven months developing their conclusions. On the last day of June, they publicized their report.

The study, conducted just after the November election (Nov. 7-12; 11,818 individuals through groups of screened panelists, online) was exhaustive.

Quoting the methodology description, “noncitizens and those who refused the citizenship question (N=450), voters who refused to answer the vote choice question (N=84) and panelists who declined to provide their names and thus could not be matched to a voter record (N=139) were removed, leaving 11,145 panelists for analysis.” Of this latter number, 9,668 respondents were validated as voters, meaning the research team verified with a local election office that the particular individual had in fact voted.

The basic voter segmentation conclusions were speculated upon in most media sectors during the early post-election period, but this research validates and expands upon the discovered patterns. Largely, President Biden received a significant boost from suburban voters, which proved the major difference in his increasing Democratic popular vote performance.

Despite losing the popular vote by a substantial margin, former President Trump surprisingly improved his standing with several groups such as Hispanics, Asians, black men, young voters, and women, but not to the degree necessary to counter Biden’s strength with suburban voters.

For example, among suburban voters, according to the Pew research, Biden recorded 54 percent support as compared to Hillary Clinton’s 45 percent in the 2016 election. Conversely, Trump only carried white voters 51-47 percent in the most current election, a major reduction from the 54-38 percent spread he posted four years earlier.

While Trump declined in the suburbs, his performance among rural voters was even stronger than his 2016 benchmark. In 2020, Trump’s percentage among rural voters rose to 65 percent from his 59 percent previous showing. Additionally, rural female voters largely account for his overall increase among women as he moved from 39 percent in ’16 to 44 percent in 2020.

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