Friday, June 13, 2014

If Not Hillary, Then Who?

At this point, despite claims no decision has been made, it certainly seems as though Hillary Clinton is planning on running for President.  I’ve written before that she is in an extremely strong position to win the White House in 2016, should she run.  This is partly due to demographics; in 2016, the electorate will be more black and Hispanic than in 2012.  Democrats run well with these two key groups; President Obama won more than 70% of the Latino vote in 2012 and upwards of 95% of the African American vote. 

All this would lead one to believe that any Democrat could win the White House.  But we are forgetting two other voting blocs: independents and women.  It doesn’t take a rocket scientist to figure out that, should she run, Clinton will likely dominate among women voters.  There is a huge pent-up demand for a woman president, and, fairly or unfairly, a woman candidate (on either side) would likely reap those benefits. 

And what do independents want?  One could argue they want change.  But that doesn’t necessarily mean changing parties.  It could simply mean they want a change in the type of President occupying the Oval Office.  In 2016, that will most likely translate to voters wanting someone with a bit more experience under his or her belt.  There are some Republicans who would fit that bill, so it is not as if Clinton will run away with that vote. 

Independent voters also want someone who can deliver results.  It isn’t clear Clinton will necessarily benefit from this.  While her husband oversaw a booming economy and the 90’s are generally regarded as a time of prosperity, Hillary herself may not get that credit.  Further, Bill Clinton’s presidency was not without intense partisan battles, of which is something independents are certainly tired. 

So if Hillary decides not to run, who would take her place as the Democratic standard bearer in 2016?  There are certainly people waiting in the wings, but can they win in November? Can they even get the party’s nomination?  Let’s examine each contender.

Joe Biden:  The most obvious alternative to Hillary at this point is the current Vice President.  It is highly unusual that a sitting Vice President is polling as poorly as he is against a potential challenger (Clinton), but most polls have ‘Uncle Joe’ barely breaking into double digits.  Despite that, in nearly every poll, he is still in second among Democratic primary voters. 

Therefore, he would probably benefit most if Clinton doesn’t run, right?  Hold the phone.  While polls show (and there are limited polls that ask this question) that currently Biden would be the second choice of most primary voters, that assumes other Democratic candidates’ name recognition would not increase over the next two years. 

As it stands, most primary voters know little to nothing about potential candidates like Mark Warner, Brian Schweitzer, Andrew Cuomo, and Martin O’Malley.  Even Elizabeth Warren, the firebrand liberal from Massachusetts, is relatively unknown in the broader Democratic electorate.  Biden’s support would likely drop precipitously after other candidates were able to connect with the electorate. 

But let’s assume that Biden could win the primary.  Could he win a general election?  In this case, the candidate certainly would matter.  Jeb Bush or Chris Christie would likely mop the floor with Biden.  Even Rand Paul would probably win against Old Joe.  Unless the economy begins to vastly improve, I cannot see Biden winning a general election against anyone but perhaps Ted Cruz or Sarah Palin.

Martin O’Malley:  The current Governor of Maryland has not shied away from suggesting he may run, with or without Clinton in the mix.  O’Malley certainly seems to align with Democrats on all the right issues.  His state was one of the few to pass stricter gun laws in the wake of Sandy Hook and he led the effort in his state to pass a referendum on same sex marriage, among other things. 

But it just seems, despite all that, as if O’Malley elicits zero excitement from the base.  Excitement is what wins primaries.  Is he hampered by being just another boring white guy?  Or has he just not done a good job raising his national profile in a way that can get Democrats envisioning him as President?  I think it is more of the latter than the former.  Which means that O’Malley has about six more months to find a way to introduce himself. 

Could he win in a general election? Yes, but he’d be no lock to win.  Being relatively unknown is a double edged sword.  O’Malley has already proved that he isn’t great at introducing himself to the electorate, so Republicans could possibly more easily define him.  However, something he has going for him is that he is not attached to the Obama administration.  He is a two term Governor, and he is fairly young (would be 53 at the time of the election).  Voters have picked the younger candidate in every election since 1992. 

Andrew Cuomo:  Governor O’Malley and Governor Cuomo are often listed in the same breath, probably due to them each being governors in the Northeast and both of them having expressed interest in running for President.  They even have similar accomplishments while in office.  Both passed stricter gun-control laws and both passed same sex marriage. 

Where Cuomo breaks out is in name recognition and money.  New York is the media and money capital of America.  Not only does Cuomo benefit from his father being a popular New York Governor in the 80s and 90s, but also from having much of the press focus on him, though that could be a double-edged sword.  Further, Cuomo has a good relationship with Wall Street, which would no doubt help with his fundraising.

Governor Cuomo, while more moderate than the party as a whole, would stand a very good shot of getting the nomination and even winning in the general election.  He doesn’t have much baggage and is well liked in New York even by Republicans.  Cuomo has a track record of working with both sides of the isle to achieve results.  Traditional liberals may not love him, but he would be a good fit for independents. 

Brian Schweitzer:  If the left wants its own version of Chris Christie, they will be happy with Schweitzer.  The former two-term governor of Montana is brash and isn’t afraid to speak his mind.  On issues, he doesn’t fit well into a traditional “liberal” or “conservative” box.  He is pro-coal, pro-fracking/drilling, and seems to have more conservative views on gun rights.  But the governor has also been a leader in pushing for alternative energy sources such as wind and solar and has recently endorsed same-sex marriage.  He talks often about the need for a living wage, an issue that could become prominent by 2016.

In terms of the primary, Schweitzer would almost certainly be viewed to be the more conservative candidate.  Primaries are usually dominated by the more extreme of each party, liberal or conservative.  Therefore, unless he were to be able to bring a large number of independents to the voting booth as Barack Obama did in 2008, Schweitzer would have a very hard time winning.  However, if liberals were to not coalesce around one candidate, Governor Schweitzer could win a plurality of the vote by letting the other candidates split the liberal bloc.

Schweitzer seems like he would be a fairly decent general election candidate.  While Governor, he was focused on results and was not afraid to be brash to get his positions heard.  He would likely do well in western states like Nevada and Colorado and could even bring his home state into the Democratic fold (he left with a greater than 60% approval rating).

Mark Warner:  Senator Warner has not ruled out running for President.  The extremely well-liked former-Governor-turned-Senator of Virginia certainly looks the part.  However, Warner’s task will be to differentiate himself from other candidates.  He is younger than Biden, but about the same age as O’Malley and Cuomo.  He is more soft-spoken than Schweitzer, yet is not really well known for anything among Democrats.  Further, he is undeniably attached to the current President; he has voted with Obama 97% of the time.

Now, that may not be a death knell in the Democratic primary, but unless independent voters begin to warm again on the current President, Democrats might not want to nominate someone so closely associated with the administration.  That being said, Warner will likely handily win re-election in the purple state of Virginia this year, even with his record.  And in 2016, he would almost certainly bring Virginia and likely even neighboring North Carolina with him. 

Below is a map (courtesy 270towin) showing what a probable Warner-GOP matchup would look like.  With Warner holding all Obama states that the President won by greater than 5%, plus adding Warner’s home state of Virginia, he is winning with 285 electoral votes.  Yes, it is possible, with the right nominee, the GOP could pick off one of the more democratic states such as Iowa, Colorado, Wisconsin, or New Hampshire, but it is equally as likely that Warner would carry at least one of the remaining swing states.  Warner could be a formidable general election candidate, but he would have to win a crowded primary first.


Elizabeth Warren:  Ahh, the darling of liberals.  Besides Hillary herself, there has not been more speculation over any other candidate than the Harvard professor-turned-Massachusetts Senator.  The talk of her running has only intensified since her book, “A Fighting Chance” went on sale just last month.  Warren has repeatedly said the words, “I’m not running for President”.  That could be interpreted in two different ways.  One way, the way I think she would like us to interpret it, is that she will not run for President in 2016.  The other way, and the interpretation I read, is that she is not currently running.  I believe she is holding the door open in case Hillary doesn’t run. 

She has already publicly endorsed Hillary Clinton for President, so she clearly won’t run against her.  But if Clinton decides not to run, there will be a huge desire for a true progressive, and even more so a woman, to seek the nomination.  I certainly believe Warren would take that torch and run with it, given the chance. 

How would she do in a Democratic primary?  She would likely win it.  She would be the candidate activists flock towards.  The biggest holdouts would be the more conservative wing of the party.  However, that wing has been getting progressively (no pun intended) smaller since President Obama took office in 2009.  Democrats want a passionate progressive, not a passive one, as Obama has been.  

What would likely be an easy nomination (relative to 2008) could end up being a very difficult general election, however.  Warren is unabashedly liberal, but the country as a whole is not.  In a recent poll recording ideology of Americans, Gallop found that only 23% of Americans identified as ‘liberal’ while 38% called themselves conservative. 

That isn’t to say that Warren could not win a general election.  She is very passionate about her beliefs, and that is also something that Americans like in a candidate.  But her path to 270 would likely be a bit narrower than someone with more broad appeal, such as Clinton or Warner.  Southern states in which Democrats have been trying to compete in recent years, like North Carolina and Georgia, would likely be off the table.  Similarly, if Warren is framed as an elitist liberal, more working class states such as Michigan and Pennsylvania could become tossups.  It is a risk the party would need to weigh.

Bernie Sanders:  I’m not convinced Bernie Sanders would actually run.  Though he’s the same age as Vice President Biden, he looks and sounds much older.  His reason for getting in the race would not be to win, but to drive the debate to the left.  I don’t honestly see much of a path for him to getting the nomination.  He is certainly a liberal’s liberal.  He even describes himself as a socialist. 

Despite America being partially socialized since the 1930s, Americans still have a very negative reaction to the word.  He would have almost zero chance of winning a general election, given his views and his age, and the Democrats would not risk nominating him. 


So who wins the nomination should Clinton not run?  As I said before, my bet would be on Warren.  Progressives in the party see her as 2016’s Obama.  Though she may not have the establishment’s support, the primary system would likely work in her favor.  With Iowa as a caucus state, turnout is lower and therefore leans more liberal.  New Hampshire would be a likely win for the Senator of neighboring Massachusetts.  After gaining momentum from those states, she would need to do well enough in the other early states to sustain her momentum going into Super Tuesday.  Really, her path looks much like Obama’s did in 2008, except that no one else is nearly as strong as Clinton was in that year.

Have I left anyone out?  Do you feel I have overestimated Elizabeth Warren or underestimated someone else?  Sound off in the comments section below!

Wednesday, April 16, 2014

Republicans Now Have Slight Edge For Senate, But Will It Last?


Nearly four months ago, Battleground270 came out with its first 2014 Senate projection.  In December, the model showed that Democrats had a good chance of keeping the Senate.  It gave Democrats a 69% chance of having 50 seats or more after the November elections, which, at the time, was a much better chance than most political observers were giving the party.  


Those December predictions, as well as our current predictions, are based off of numerous factors such as candidate quality, historical data, and of course current polling.  

Now, however, it is the GOP’s turn to get some good news.  The model is predicting a 57% chance of the GOP taking control of the Upper Chamber.  This is a 16-point reversal from just four months ago.  As the graph depicts below, Democrats are now most likely to hold 49 seats after the midterms.  

So what happened?




First, Republicans have been able to recruit some very strong candidates. In states that were either likely or leaning Democratic such as Colorado and Michigan, the GOP has coalesced around stronger candidates. 

Second, it seems less and less likely that there may be a Todd Akin-like candidate emerge from the GOP primaries.  In states such as Georgia, North Carolina, and Alaska, the establishment candidates seem to be leading the more Tea Party candidates. 

Finally, Democrats are suffering from public fatigue of the Obama Administration.  Though the President’s approval rating seems to have stabilized, and it is unlikely they will go any lower, it seems increasingly unlikely that President Obama will have a net positive approval rating by November.  This means that the President will not be welcome in red states and most purple states that have vulnerable Democratic incumbents. 

Below, I have broken down the likelihood that each candidate will win in November.  Further, I have also shown how that compares to the candidate’s chances when I last wrote in December. 



Most Democrats on this list are regulars, but there are few who have moved form ‘likely Democratic’ to ‘safe’.  Those Senators include Al Franken, Tom Udall, and Jeff Merkley.  In each of these cases, the GOP has not been able to recruit a strong challenger and the incumbent Democrat is polling very well. 



The ‘likely Democratic’ list is one that has gotten a lot of media attention lately, but for little reason.  In fact, neither of these candidates have had their chances of victory increased or decreased. 

The first, Senator Jeanne Shaheen, finally got the challenger many were expecting to jump in the race: former Massachusetts Senator Scott Brown.  I will be quite honest in that I did not expect Brown to jump into the race, despite all the hype over the past year. 

However, his entrance does not reduce Shaheen’s chances of winning another term.  Why?  The possibility of Brown’s entrance was already factored into the model in December.  Further, Shaheen has kept a relatively strong polling lead against Brown, and her favorability numbers are where they should be to get reelected.  Brown is a strong candidate, but he’s already made a couple gaffes and he will have to combat the carpetbagging charge that will likely follow him throughout the campaign. 

The second race is between Virginia’s Senator Mark Warner and former GOP strategist Ed Gillespie.  Republicans picked up a great recruit in Gillespie… if he were facing a more vulnerable Democrat.  However, Warner is very popular in Virginia, and it would take an exceptionally strong candidate and very ugly campaign to knock him from his seat.



The ‘leans Democratic’ category has lost a couple Democrats, including those from Alaska, Michigan, and Louisiana.  That leaves it with two Democratic seats and only one incumbent. 

Colorado’s Mark Udall is now facing a very strong challenger in Congressman Cory Gardner, a strong, establishment Republican who cleared the field of more Tea Party candidates.  However, Udall is still polling well at this point in the cycle and has decent approval numbers.  It is very possible this race will move to tossup if the GOP and outside groups spend heavily, but for now, it is still leaning Democratic.

Iowa’s senate race has not changed.  The GOP field is still very large and undecided, though in the most recent Suffolk poll, Joni Ernst has begun to pull ahead.  However, her lead is small, and even if she wins the primary, she will have spent a lot of money to do it. 

This is where Democratic Representative Bruce Braley has an advantage.  He does not have a serious primary and can save his cash for the general election.  The same Suffolk poll had Braley’s lead in the high single digits, but expect his race to be closer than that.

The GOP’s future as a possible majority in the Senate lies in the ‘tossup’ column.  In total, the party needs to net six seats in order to take back the upper chamber.  They are very likely to pick up at least four seats (as I will discuss further below), so that means they will need to pick up at least two more within the ‘tossup’ or ‘leans Republican’ categories without losing any of their own seats. 



Starting with Alaska, Democratic Senator Mark Begich has seen his chances of victory diminish since December.  This is mostly a result of new polling that has shown him in a dead heat with his GOP challengers.  Further, it is looking less and less likely that Tea Party candidate Joe Miller will win the GOP nomination.  However, Miller hasn’t ruled out a run as an independent (though that is unlikely) who would likely act as a spoiler in favor of the Democrat.  Begich has raised plenty of money to stay competitive, but it may not be enough for the Democrat who barely won in 2008, a great year for Democrats.

In Michigan, Senator Carl Levin is retiring, giving an opening for the GOP to capture what was once a presumably safe seat for Democrats.  Democratic candidate Gary Peters will be facing a very strong Republican challenger in Terry Lynn Rand.  Rand has either been leading or tied with Peters for most of the cycle, but Michigan is still a moderately blue state, so expect this race to be a nail-biter.

North Carolina’s Kay Hagan has also seen her chances of reelection drop since December.  Polls show Hagan in a virtual tie with each of her challengers.  If she were in a bluer state such as Michigan or Iowa, we might expect her to have a better than even chance at victory.  However, North Carolina is still a state that leans Republican.  Hagan’s best chance will be if the state’s House Speaker Thom Tillis wins the nomination.  He has helped push through some of the more conservative pieces of legislation in the state over the past couple years, and that record could haunt him in a statewide general election. 

Not all news is bad news, however, for the Democrats.  The party has a very good chance of picking one or two Republican-held seats. 

The first is the seat currently held by retiring Senator Saxby Chambliss.  The problem for the GOP lies in the field of primary candidates, most of whom are much more conservative than the state as a whole.  Perhaps the bigger problem for the Republicans is who their eventual nominee’s challenger will be: Michelle Nunn.  Nunn is the daughter of former Georgia Senator Sam Nunn.  She is a businesswoman who has never run for political office and is not tied to any of the President’s policies, which are generally unpopular in Georgia.  Nunn is polling well for a Democrat in the state.  Expect to see Democrats prop up the most radical of the GOP candidates in order to help Nunn in the general election.

The second GOP-held seat up for grabs is none other than Kentucky Senator Mitch McConnell’s.  Despite Kentucky being a very conservative state, McConnell is not well liked and is having to spend money to ensure victory against a Tea Party candidate in the primary.  While Democratic Secretary of State Alison Lundergan Grimes has high name recognition and is polling well against McConnell, she may not be able to pull out a victory.  McConnell will have plenty of money and will likely pummel Lundergan Grimes with negative ads in order to keep his seat. 



The only seat currently in the “leans Republican” column this month is Louisiana’s, currently held by Democratic Senator Mary Landrieu.  Landrieu has won three consecutive terms in conservative Louisiana, but 2014 is shaping up to be her toughest fight yet.  Polls show a dead heat, with some giving her main Republican challenger, Bill Cassidy, a slight edge.  Further complicating Senator Landrieu’s position is her state’s electoral system.  In Louisiana, a candidate must attain at least 50% of the vote.  It is increasingly difficult to see any Democrat, even a moderate one, win under those conditions.



Arkansas and Montana are two must-win states for the GOP if they hope to take control of the Senate.  If a GOP candidate cannot win in these states, it shows the party likely would not be able to win in more purple states.

That being said, Senator Mark Pryor is in trouble.  His challenger, Rep. Tom Cotton, is an up-and-coming star in the GOP and will not be short on cash.  Further, Arkansas is a state that has been trending more red with each election.  Most polls give Cotton a slight edge.  If Pryor can defend his vote on Obamacare while running a targeted, disciplined campaign, he still has a shot.  


Senator John Walsh, who was appointed to fill now Ambassador to China Max Baucus’s seat, will have a hard time holding on to the seat that was given to him.  Despite being a former Lieutenant Governor of the state as well as a commander of Montana’s National Guard, Walsh is polling poorly.  This is mostly due to challenger Steve Daines’ strong approval in the state.  Montana has elected many Democrats statewide lately, but Walsh likely won’t be one of them in 2014. 


Most seats in the ‘safe Republican’ list have been there from the get-go.  Only a couple seats have been added to the list.  Those include seats from Maine, South Dakota, and West Virginia. 

Maine, though a fairly liberal state, will almost assuredly vote to keep its Republican Senator, Susan Collins.  This is mostly due to Collins’ very moderate record.  However, Democrats have also been unable to find a credible challenger.

Both South Dakota and West Virginia have retiring Democrats.  The Democrats in South Dakota have a small bench of prospective candidates.  This leaves the GOP (and its much larger bench of candidates) with a huge advantage.  Polls show Republicans with large leads against any Democrat.

Finally, West Virginia’s Shelly Moore Capito is trouncing her Democratic challenger in the polls.  Any Democrat would have a tough time winning in conservative West Virginia, but the GOP also recruited a top candidate in Capito.  This seat should be an easy win for Republicans in November.

Conclusion:


Both parties still have a good chance of winning the Senate at this point.  Statistically, the GOP are currently the safer bet.  However, messy primaries and potential upsets in currently GOP-held seats could very well stave off Republicans yet again from control of the upper chamber.

Agree? Disagree? Post your comments below!