Barack Obama and those Curious Polls

THE FIFTH COLUMNIST by P.M. Carpenter

I don't know for a fact that "most pros" still believe "this will be another very close election," as political handicapper Charlie Cook asserted yesterday in "The Cook Report." But that seems like a reasonable enough overview of professional opinion as it stands.

As it stands. Today. This morning, that is. For I also think that that group opinion is likely experiencing a yet-unspoken metamorphosis -- that it's just biding its time.

Professional pollsters, when asked to opine or predict, will generally demur. They'll go instead, understandably, with whatever the latest statistical evidence says to go with. And in this case, most head-to-head match-ups between Barack Obama and John McCain show only a few points difference; advantage Obama.

These match-ups, however, are snapshots, as we all know. And snapshots, by themselves, do not indicate trends. Yet trends have been the underlying definition of this election to-date, and they are trends that will, in the end, I think, define Obama's victory as well.

Mr. Cook gave some indication of this in his column's opening. The betting pools, he wrote, are all aquiver in expectation of an Obama victory: "If you believe the Intrade betting odds, Barack Obama has a 65 percent chance of beating John McCain in November. Similarly, in the Iowa Electronic Markets, Obama has a 64 percent chance of winning."

Yes, Mr. Cook, I do believe the Intrade betting odds (which, trend-wise, outpace the polls in Obama's statistical advantage), and I would not care to buck them with hard cash. Would you? Would your colleagues? I doubt it.

From what I know -- admittedly, perhaps too little -- about this field of economics, betting pools, as risk-taking and comparatively microcosmic aggregations of future macrobehavior, are reasonably reliable indicators. They are, that is, somewhat solid expressions of otherwise amorphous expectations.

In short, betting pools quite literally put their money where their mouth is. And in their odds -- in this instance, increasingly favorable ones for Obama -- one can glimpse (or, more precisely, exprapolate) the unmistakable contours of an Obama landslide.

That's not to say they're absolutely correct, of course, for the smart money may be absolutely deluded. But, again, I doubt it.

Yet there's something else in Cook's column that's just as solid, it seems to me, but it's given as evidence of a real disconnect. And what is this something else? Well, it's pretty much his entire column, read from a different angle.

Cook's general observation, based on widely scattered evidence of the electorate's present attitude, is that "the Democrats" -- read Obama -- "should be beating the daylights out of the GOP in this election" (but Obama isn't and probably won't). He cites assorted findings from various polls: for example 71 percent of the electorate believes this country is on the wrong track and two-thirds of the nation, to put it loosely, detests our Republican president.

And there's more -- lots more.

Who better "understands the problems Americans face in their daily lives"? Obama, by 25 points. Who "cares about the needs of people like you"? Obama, by 22 points. Who "is independent in his thoughts and actions"? Obama, by 16 points. And who "has a clear plan for solving the country's problems"? It's Obama by 10.  

On "shared values" -- whatever that means -- Obama registered an eight-point advantage. And get this: When asked who "is honest and trustworthy," voters chose Obama over a certified war hero by four points. ("The only issue on which McCain had a meaningful advantage -- and at 19 points, it was a big one -- was terrorism," noted Cook, with noting that this election isn't about terrorism.)

Handling health care? Advantage Obama by 25. Energy and gas prices? Advantage Obama, 19. The economy? Yep, by 16.

Yet, Cook pointed out, "Obama's advantage in the overall general election trial heat? Just 6 points."

All of those preceding findings, of course, are the outcrop of a generic national attitude that for roughly four years has been trending increasingly hostile toward another Republican chief executive. By now, that attitude is well defined and exceptionally entrenched. The now-steady numbers reflect that.

Barack Obama, however, is not well defined -- not in a generic, overall sense. On certain issues, yes, he is. And on some issues, such as health care, the deceased James Michael Curley would probably outpoll John McCain.

Hence Obama's greatest challenge at the moment is to present himself -- as broadly as possible -- as the better choice to the greatest common denominator. And his greatest danger lies in being externally defined as an ideological this or that by the opposition.

And that's all Barack Obama is doing -- presenting the first, battling the second. If he stays the course -- and I think he's a clever enough Democrat to do just that -- then eventually we'll see a merging of trends, one that matches the betting pools.

Please respond to P.M.'s commentary by leaving comments below and sharing them with the BuzzFlash community. For personal questions or comments you can contact him at fifthcolumnistmail@gmail.com

THE FIFTH COLUMNIST by P.M. Carpenter

Technorati Tags:

RACE MATTERS

I suppose we've already forgotten those exit polls during the democratic primaries when approximately 30% of those "hard working" white voters said that race played an important factor in their choice? If 30% would openly admit the race factor, you can bet that the real number is much greater. Barack Obama can define, re-define, introduce and re-introduce himself but the ugly truth is that for a fairly decent sized segment of the American voting population it won't make a difference. So ... the next time these wise men & women decide to analyze why it is that senator Obama doesn't seem able to hold a more decided edge against John McCain, just remember that he's still the Black candidate in the hearts and minds of far too many voters first and foremost.

The GOP thumb on the voting machine

It is interesting that Cook does not allow comments. If he did I would guess that, like here, there would be many noting that the handicappers are also including the GOP thumb on the voting process. Obama may win but expect the margin to be much weighted to the GOP in a "surprising" late "surge".


If the Gang Of Pirates think that the only good Democrat is a dead Democrat, only a fool would think it bipartisan to accommodate them by acting the part.

The Election Fraud Factor

If we had secured elections with well-protected paper trails, a well-designed vote audit system and protected exit polls, Obama would be a sure thing if for no other reason, and there are others, that the people do not want a Republican who supports the Bush-Cheney-neo-con policies and agenda. But we do not have secured elections or secured voters' rolls. And if the FISA bill is passed, we do not have secured communications despite what is thought to be the case in this compromise version. Spying on campaigns and even revising the votes as they are sent in would not just be probable but a certainty. If most Americans understood the reality, we might be well on our way to forcing our government at every level to restore democracy. But they don't. So we will continue with the "new realities" of La La Land and react as so many did in 2004 to that stolen election and in 2006 to the stolen elections of a number of the congressional seats, increasingly despairing. Let's put it right up front. Get over it! Don't believe those tin foil hats conspiracy theorists. They don't know what they're talking about. Now that we've got that off our chests we can resign ourselves. Oh, you say you don't want to do that. Well then start working on securing the votes. Pat Williams

Has Charlie Cook ever factored in the FRAUD variable?

truthisall.net

Inherent problems exist in election models, the most important of which is never discussed: Election forecasts and media pundits never account for the probability of fraud. The implicit assumption is that the official recorded vote will accurately reflect the True Vote; the election will be fraud-free.

Academics and political scientists create multiple regression models to forecast election vote shares months in advance. The models utilize time-series data as relevant input variables such as economic growth, inflation, job growth, interest rates, foreign policy, historical elections, incumbency, approval rating, etc. Regression modeling is an interesting theoretical exercise which does not account for the daily events which affect voter psychology.

Polling and regression models are analogous to the current market value of a stock and its intrinsic (theoretical) value. The intrinsic value is based on forecast annual cash flows and rarely is equal to market value. The latest poll is to the current stock price as the regression model vote share is to intrinsic value.

A number of election forecasting models from academia executed 2-9 months ptior to the 2004 election.

The average Bush 53.9% 2-party projection deviated sharply from the aggregate unadjusted state exit poll (47.7%).

http://www.geocities.com/electionmodel/ElectionForecastingModelsFraudFactor.pdf

None of the models forecast the electoral vote or mentioned the possibility of election fraud.

The 2008 Election Model is the only one which factors in the fraud component variable. It calculates Obama's projected vote share and electoral vote over a range of 36 uncounted and switched vote scenarios, starting from ZERO fraud (0% uncounted,0% switched)to the worst case (5%,5%).

http://www.geocities.com/electionmodel/2008ElectionModel.htm

This sensitivity analysis tool enables one to view the effects of various combinations of uncounted vote rates and switched vote rates. It is assumed that 75% of uncounted votes will be Obama's. This is based on historical hard evidence which shows that the vast majority of uncounted ballots are found in Democratic minority precincts.

The base case projection (348 EV; 53.7% 2-party vote share) assumes zero fraud.

If 4% of total votes cast are uncounted but there is no vote switching, the model projects Obama will have 321 EV and 52.7%. McCain would need at least 4% of Obama's votes switched to his column to win the election.

The only way McCain can win is to emulate Bush in 2004: significant vote-switching on touchscreen DREs and optical scanners. Is it just coincidental that Karl Rove is advising McCain?

These graphs display the effects of uncounted and switched votes on Obama's projected EV and 2-party vote share.

Effect of uncounted and switched votes on Obama vote share.

http://www.geocities.com/electionmodel/2008ElectionModel_31043_image001.png

Effect of uncounted and switched votes on Obama electoral vote

http://www.geocities.com/electionmodel/2008ElectionModel_28660_image001.png

There are two basic methods used to forecast presidential elections: 1) Projections based on state and national polls 2) Time-series regression models.

Statistical polling (state and national) is an indicator of current voter preference. In the Election Model, state poll shares are adjusted for undecided voters and the associated win probabilities are then input to a 5000 election trial Monte Carlo simulation. The goal is to calculate the expected electoral vote shares and the probability of an electoral vote victory. The probability is simply the number of winning election trials divided by 5000. The projection is not a long-term forecast; it assumes the election is held on the day of the projection.

Intuitively, the probability of winning the True (no fraud) popular vote should correlate to the Monte Carlo simulation probability of winning the electoral vote. In fact, if both probabilities are within a percentage point of each other, we can have confidence that they are correct mathematically. Probabilities generated by academics are inconsistent with forecast vote shares (see below) and do not check them against the probability of winning the electoral vote.

The Election Model Monte Carlo simulation uses individual state vote projections to determine the probability of winning the state. The probability is calculated for all 50 states and 5000 simulated election trials are executed to determine the average electoral vote split and the number of winning trials for each candidate. The probability of winning the electoral vote is just the number of winning trials divided by 5000.

Tell Harold Ford to shut the fu** up then.

We're all forced to listen to the pundits we have, because that was the plan in the first place -to hire only those that make news and keep the public in a complete drugged out haze. We know that's how hacks like Buchanan and CNN make their living, but it's guys like Cook and Hart who dumbed down all discourse over election politics, but especially regarding a Presidential candidates qualities.

And then dipshits like Ford, Matthews and others stir the pot into more of a frenzy, by now going to "Left wing" blogs directly and singling out the biggest whacko to use as a "spokesman for the Left" to start a new slur of bogus claims.

If those same dipshits and whackjobs had their way, this "super power" would have a Court filled with "the bestest judges ever" and an Administration filled with drunks out of the nearest trailer park.

Kind of like one big giant Alabama.

(No dis to drunks in trailer parks)

Nationalism is not terrorism. And an adversary is not an enemy.

skyreader7

The real presidential race was between Obama and Clinton. Everybody take a nap until November. This race was over long ago.

I Hope This Isn't You Again Justifying Obama's FISA FlipFlop

If it is, I direct your attention to Glenn Greenwald's recent column explaining (as I have repeatedly, only he does it better) that this is a bad move for Obama not just morally and ethically (which is apparently something only we "whiny Commierat Leftie Progressive Libburuls" care about if you listen to the media and a certain type of "Centrist" Dem), but politically as well. And as an aside, this does NOT mean I side w/those Secret McCain-Supporting Trolls who have been whinging "Obama's a sellout and only Hillary/Nader/LaRouche is pure !" since at least January - it just means I think Our Candidate and some of his supporters have made a monumental, and I fear fatal, miscalculation....

As for the rest - I'm not sure that Obama "defining" himself wouldn't be the same as Obama "boxing himself in" and giving the Rethugs a nice stable target to shoot at. So long as he continues to surprise everyone (including his supporters sometimes), nobody can easily hang a label on him that sticks:

* Well, he's a Damn Secular Humanist Dem...but he's also courting the Evangelicals!
* He's a Black churchgoer - but he wants to move Rove "F&#king Faith-Based Thing" in a more progressive and less partisan direction!
* He's against the Iraq War - but he also has a more coherent intelligent plan for fighting the overall War on Terror that the Iraq War's a part of!

Right now Obama's doing a political Mohammed Ali - what will he gain by turning into Jerry Cooney...especially when that lumbering clumsiness perfectly reflects McCain's strategy? :D

Yes, Obama's a relative unknown - but that's as much opportunity as fear for voters. (Bill Clinton was also a relative unknown when he ran in 1992, after all.) From a strictly tactical viewpoint of winning the election - and as the trolls constantly carp about - Obama got this far by being all things to all people. If he's got the moves to keep it up until November (and I think even his detractors can agree he sure seems to), he can beat McCain like a gong by moving light and fast while PTSD John just keeps standing still and slinging mud on himself....

...which is, BTW, another reason he shouldn't back down on opposing the FISA Bill!

Obama's FISA flip-flop

My initial reaction when I heard and read senator Obama's statement was total, flared nostrils OUTRAGE. I wrote harsh letters to Obama's campaign and to his senate office letting him know he had just made life harder for all of us who support him by shifting his FISA stance. I've been trying to be more pragmatic about things since then, I understand that the democrats would not have succeeded against the GOP on the issue and I also understand that too many democrats knew what was taking place with the illegal snooping and would be exposed as hypocrites. For Obama to take his original stance on principle would be the difference between a fight and a war. Keep in mind that the ability for pursuing criminal prosecutions is still on the table. The last thing Obama wants is to give the GOP attack machine anything that they can use to further perpetuate those ugly rumors of Obama being a "secret Muslim" and/or as being soft on national security. I'm also not crazy about Obama's reaching out to the Evangelicals or to any particular religious groups other than to assure them all that he favors the separation of religion and government, but I understand his need to show himself as a true uniter and also to chip away at some of the GOP core base of support. I believe that Barack Obama is smart enough to know he can't alienate his net roots support as he tries to engage voters from the opposite end of the spectrum, maybe he's hoping we'll figure that part out?

Odds not Margin

The betting markets that you quote are predicting the chance of winning and are making Obama roughly a 2-1 favorite to do that. They aren't predicting the margin of victory, which might well be only 52-48, as the Gallup poll would currently indicate. I was never sure Cook got that. Reporters are notorious for confusion about numbers and odds.

Unfortunately, Obama's

Unfortunately, Obama's post-primary conventional electioneering is muddying the waters. Many on the left trust no one with a 'D' or an 'R' after their name.

Obama didn't have to do much to amputate a lot of votes from one end of the spectrum in the hopes of attracting others towards the center... who were probably attracted to him already anyway.

His recent behavior has done just that.

The past two elections have proven one thing: the Democrats can lose elections they should win, especially since the margin of error goes to the Republicans in the number of votes they will steal.

I understand the impulse to play the middle in the general election... however part of Obama's 'pop' was the perception that he was genuine.

Notice the past tense.

Amen, Clemsy

Do you think it's something in the water at DLC Headquarters?

Caving to the DLC?

I know many Hillary supporters think the DLC is right and won't support Obama unless he moves to the right. We shouldn't vote on what a candidate promises. We should look at his/her vision (I like Obama's) for the future, get that person elected and then push to make the vision come true. The problem with the past is elected officials governing for special interest groups rather than the majority. If we want a long term progressive movement to lead this country, we must settle for a little less up front and work to educate people as to why our vision is the correct way to move forward. Smart, educated people, who don't have a personal selfish agenda, tend to agree with progressives on most issues.

TP, That's QUITE a Gamble You're Asking For

Supporting Obama's support of the FISA Bill is a lot like gambling your life's savings on a single throw of the dice - and as our someone paranoid activist friends in the posts above point out, a by-no-means certain one at that. Even assuming that an outright election steal won't happen this time (and it may well even though the same right that stole 2000 and 2004 for Bush don't like McCain much!), isn't there some polling figure floating around that says "Discount 10% for closet racism/sexism"? I won't breathe easy unless Obama's up a good 15% in the polls consistently - b/c I'm pretty sure that a portion of those people who say they'd vote for a Black (or Woman) President will get in the booth, freak at the thought of voting for Something Different Than a Protestant White Guy...and not....

And then - we'll have ZERO privacy...under President McCain! Consider that when you say "We need to be nice to the f*&king DLC that's ruined the Democratic Party, and bend over for the rape of our Civil Liberties"....

Or maybe Rove piping in

Or maybe Rove piping in subliminal messages...

Alas, I fear the truth is much more serious... as in a serious lack of imagination. Obama is getting absorbed by the machine which only believes in its obsolete models. He was a 21st century campaigner during the primaries, now he's playing by 20th century conventions.

Whatever happened to 'if it ain't broke, don't fix it'?