Presidential Forecast, 7/22: The Decisive States

by: Chris Bowers

Tue Jul 22, 2008 at 15:15


Electoral College: Obama 273, McCain 157, Toss-up 108
National popular vote: Obama 45.8%-43.4% McCain


(Dark Blue (210): Obama +8.0% or more
Lean Blue (63): Obama +3.0%-+7.9%
White / Toss-up (108): Obama +2.9% to McCain +2.9%
Lean Red (71): McCain +3.0%-+7.9%
Dark Red (86): McCain +8.0% or more
)

Since the last update, there have been new polls from Alaska, Georgia, Maine, Michigan, New Hampshire (2), North Carolina and Ohio (2). The only category changes are downgrades in Michigan, from "Solid Obama" to "Lean Obama," and in Ohio, from "Lean Obama" to "Toss-up."

My two main goals with the presidential forecast are accuracy and clarity. With that in mind, I will be adjusting the forecast somewhat over the next couple of days. In particular, I will now focus on a more narrow set of "decisive states," that will determine the election. Here is a preview:

Swing State Overview
State EV's Obama % McCain % Margin Obama Total
Obama Base 210 210
Pennsylvania 21 47.3% 40.3% +7.0% 231
Michigan 17 45.5% 38.8% +6.7% 248
New Mexico 5 46.8% 40.5% +6.3% 253
Iowa 7 46.0% 39.8% +6.2% 260
New Hampshire 4 45.8% 41.0% +4.8% 264
Colorado 9 46.5% 43.0% +3.5% 273
Virginia 13 46.8% 44.8% +2.0% 286
Ohio 20 45.3% 44.0% +1.3% 306
Nevada 5 42.3% 43.0% -0.7% 311
North Dakota 3 43.3% 44.3% -1.0% 314
North Carolina 15 43.6% 44.8% -1.2% 329
Missouri 11 43.8% 45.4% -1.6% 340
Indiana 11 43.3% 45.3% -2.0% 351
Montana 3 43.3% 46.0% -2.7% 354
Florida 27 43.2% 46.0% -2.8% 381

The basic idea is that, at any given moment, I want to be able to highlight both the broad swing states, and the truly decisive, uber-swing states.  Right now, polling strongly suggests that Colorado, Ohio and Virginia are the three most important swing states. Fortunately for Obama, he would only need to win one of those three states, and he currently leads in all three. McCain would need to sweep those three states, but currently trails in all three. In fact, McCain could even sweep all three, but lose Nevada, and then still have Congress hand Obama victory in the event of a 269-269 tie. Thus, Nevada becomes the fourth most decisive state.

Since I probably can't match either Pollster.com or fivethirtyeight.com for total information availability, I am trying to provide the quickest, easiest to understand guide to the current standings in the Presidential election. What I can't match in terms of total raw data, I will try to make up for with clarity and transparency (without, of course, losing any of the accuracy). I hope this chart is a step in the right direction, but please let me know what you think.

Complete state by state details in the extended entry.

Updated: New polls from Colorado and Florida has been added. Florida upgraded from "Lean McCain" to "Toss-up."

Chris Bowers :: Presidential Forecast, 7/22: The Decisive States
Solid Obama: 210 Electoral Votes
State EV's Obama % McCain % Margin # Polls
California 55 54.3% 33.3% +21.0% 4
Connecticut 7 54.4% 34.3% +19.0% 4
Delaware 3 50.0% 41.0% +9.0% 1
D.C. 3 -- -- +80.0% 0
Hawaii 4 61.0% 31.0% +30.0% 1
Illinois 21 55.5% 35.3% +20.2% 4
Maine-AL* 2 50.3% 36.0% +14.3% 4
Maine-01* 1 -- -- +17.5% 0
Maine-02* 1 -- -- +11.1% 0
Maryland 10 51.5% 37.3% +14.2% 4
Massachusetts 12 53.3% 33.0% +20.3% 4
Minnesota 10 50.3% 37.3% +13.8% 4
New Jersey 15 46.8% 36.8% +10.0% 4
New York 31 54.5% 33.3% +21.2% 4
Oregon 7 48.0% 39.0% +9.0% 4
Rhode Island 4 50.8% 31.0% +19.8% 4
Vermont 3 60.0% 32.5% +27.5% 2
Washington 11 49.6% 38.6% +11.0% 5
Wisconsin 10 51.0% 40.5% +10.5% 4

Lean Obama: 63 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Colorado 9 46.5% 43.0% +3.5% 4
Iowa 7 46.0% 39.8% +6.2% 4
Michigan 17 45.5% 38.8% +6.7% 5
New Hampshire 4 45.8% 41.0% +4.8% 4
New Mexico 5 46.8% 40.5% +6.3% 4
Pennsylvania 21 47.3% 40.3% +7.0% 4

Toss-up: 108 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Indiana 11 43.3% 45.3% -2.0% 4
Missouri 11 43.8% 45.4% -1.6% 5
Montana 3 43.3% 46.0% -2.7% 3
Nevada 5 42.3% 43.0% -0.7% 4
North Carolina 15 43.6% 44.8% -1.2% 5
North Dakota 3 43.3% 44.3% -1.0% 3
Ohio 20 45.3% 44.0% +1.3% 4
Virginia 13 46.8% 44.8% +2.0% 4
Florida 27 43.2% 46.0% -2.8% 6

Lean McCain: 71 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Alaska 3 42.0% 47.3% -5.3% 4
Arizona 10 37.3% 44.0% -6.7% 4
Georgia 15 41.8% 48.5% -6.7% 4
Nebraska-02** 1 -- -- -5.0% 0
South Carolina 8 41.3% 45.5% -4.2% 4
Texas 34 38.8% 46.3% -7.5% 4

Solid McCain: 86 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Alabama 9 35.5% 51.3% -15.8% 4
Arkansas 6 38.0% 49.0% -11.0% 4
Idaho 4 39.0% 52.0% -13.0% 1
Kansas 6 36.8% 51.0% -14.2% 4
Kentucky 8 36.5% 49.5% -13.0% 4
Louisiana 9 38.5% 51.3% -12.8% 4
Mississippi 6 42.0% 52.0% -10.0% 4
Nebraska-AL** 2 36.0% 52.0% -16.0% 4
Nebraska-01** 1 -- -- -10.0% 0
Nebraska-03** 1 -- -- -34.0% 0
Oklahoma 7 32.5% 53.3% -20.8% 2
South Dakota 3 38.8% 47.5% -8.7% 3
Tennessee 11 34.8% 50.8% -16.0% 4
Utah 5 32.0% 55.3% -23.3% 4
West Virginia 5 36.0% 49.0% -13.0% 2
Wyoming 3 37.5% 53.5% -16.0% 2

* Maine four electoral votes are awarded as follows: two for the statewide winner, and one for the winner of each congressional district. ME-01 is about 3.5% more Democratic than the state as a whole, while ME-02 is about 3.5% less Democratic than the state as a whole.

** Nebraska's five electoral votes are awarded as follows: two for the statewide winner, and one for the winner of each congressional district. NE-01 is about 6.0% more Democratic than the state as a whole, NE-02 is about 11.0% more Democratic than the state as a whole, and NE-03 is about 18.0% less Democratic than the state as a whole.

Methodology
I will update at least once every day between now and November 4th. The methodology is simple and straightforward.

  1. For each state, take the last four polls conducted for the state, and average them.
  2. If more than four polls were conducted in the state over the previous thirty days, all polls conducted during that time period are included in the averages.
  3. If polling dates overlap, and make it difficult to determine which polls were the four most recent, include all of the overlapping polls.
  4. No polling firm discrimination whatsoever. Polls are never excluded because the organization has a bad or partisan reputation. Also, if a polling firm has conducted more than one of the most recent four polls, all of the polls from that organization are included.

As we move closer to the election and more data becomes available, both the time frames for polls included in the averages will decrease and the definition of a "solid" lead will eventually drop to 7.0%.  


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Oh, YEAH! (4.00 / 1)
It's nearly a deadheat in NC: 43.6% 44.8%

The Obama headquarters in Raleigh is having it's grand (re)opening tonight and on Friday, Dean will be here to speak about the 50 state strategy.

IOW, the official kick off of the GE in NC is happening. And, Obama remains competitive here.  


What's up with Ohio? (0.00 / 0)
TPM is front paging a Rasmussen Poll that has McCain up by 10 points -- is this a crazy outlier, or is something happening in the Buckeye State?  

Four things... (0.00 / 0)
...old people, racists, uneducated people, and all of the above...  

REID: Voting against us was never part of our arrangement!
SPECTER: I am altering the deal! Pray I don't alter it any further!
REID: This deal keeps getting worse all the time!


[ Parent ]
Like this format... (4.00 / 1)
I visit both Fivethirtyeight and Pollster as well, but I like just seeing your actual averages as well, and your methodology seems very sensible.  While it's nice to get some of the "extra sauce" sometimes to see where there's trends and such, I also like seeing sort of the "barebones" averages with your own analysis around that.  I like this Swing State overview (and to be honest, I still don't understand Fivethirtyeight's own "Swing State" or "tipping state" and 50 other types of states that they have all that well, so this is actually far easier to understand).

I wonder if Maliki's endorsement of a pullout... (0.00 / 0)
...is actually helping McCain...  Since pulling out of Iraq is  one of Obama's main selling points, if the withdrawal seems inevitable, anyways, Obama may be losing some of his attractiveness...

I'm basing this on the fact that Rasmussen's wierd Ohio poll was taken yesterday.

REID: Voting against us was never part of our arrangement!
SPECTER: I am altering the deal! Pray I don't alter it any further!
REID: This deal keeps getting worse all the time!


Thought about this... (4.00 / 1)
That is, if Obama and McCain's positions on Iraq become basically the same (or if Iraq basically becomes a sort of non-issue in the eyes of voters), if that helps McCain.  Seemingly, it should absolutely decimate him since Obama is preferred on economic issues, but maybe it's somehow having a reverse affect?

[ Parent ]
Impossible to tell until next week or even after (0.00 / 0)
It takes time for this stuff to sink in. Rarely do we see immediate poll movement, it usually takes a couple of days. I don't expect much change really. The national polls will stay pretty much as they are until the conventions now, Obama mid/upper-40's, McCain low/mid-40's.

[ Parent ]
I LIke This Format, But... (0.00 / 0)
maybe adding another column to show what sort of movement there's been--say, the percentage shift since one or two weeks ago--would make it just about perfect as a clear, transparent, race-at-glance snapshot.

"You know what they say -- those of us who fail history... doomed to repeat it in summer school." -- Buffy The Vampire Slayer, Season 6, Episode 3

A couple of points (0.00 / 0)
from academic studies that you might find interesting:

Over the last 12 years, projections based on the MEDIAN have proven to be more accurate than projections based on the MEAN.  The reason is that the median by it's nature avoids the problem that outliers have on averages.  

I went back and did it for 2004 and 2000, and I did confirm the finding.

The best predictive model based on state polling combines state polling with averages from prior years.  I am developing my own projection on the model, but intuitively the idea is that in the end, states tend to vote as they have in the past.  


sorry for the typo (0.00 / 0)
it's its, not it's....

[ Parent ]
Good idea (0.00 / 0)
I think I will look into that. Right now, there isn't enough polling, but I like this idea. Do you have links to the studies?

[ Parent ]
I was going to write something for Friday (0.00 / 0)
that summarizes stuff from academics on elections.  

It will have the links - but I will send them to you - I don't have them on the PC I am on now....


[ Parent ]
I like this format (0.00 / 0)
Makes it easy to get a quick handle on things.  If I assume polls are wrong by 6% in Obama's favor, it's easy to see that we need 10 from somewhere else.

its welcome info and i am glad that you do it! nt (0.00 / 0)


Support the National Popular Vote bill (4.00 / 1)
The real issue is not how well Obama or McCain might do in the closely divided battleground states, but that we shouldn't have battleground states and spectator states in the first place. Every vote in every state should be politically relevant in a presidential election. And, every vote should be equal. We should have a national popular vote for President in which the White House goes to the candidate who gets the most popular votes in all 50 states.

The National Popular Vote bill would guarantee the Presidency to the candidate who receives the most popular votes in all 50 states (and DC). The bill would take effect only when enacted, in identical form, by states possessing a majority of the electoral vote -- that is, enough electoral votes to elect a President (270 of 538). When the bill comes into effect, all the electoral votes from those states would be awarded to the presidential candidate who receives the most popular votes in all 50 states (and DC).

Because of state-by-state enacted rules for winner-take-all awarding of their electoral votes, recent candidates with limited funds have concentrated their attention on a handful of closely divided "battleground" states. Two-thirds of the visits and money were focused in just six states; 88% on 9 states, and 99% of the money went to just 16 states. Two-thirds of the states and people were merely spectators to the presidential election.

Another shortcoming of the current system is that a candidate can win the Presidency without winning the most popular votes nationwide.

The National Popular Vote bill has been approved by 20 legislative chambers (one house in Colorado, Arkansas, Maine, Massachusetts, North Carolina, and Washington, and two houses in Maryland, Illinois, Hawaii, California, New Jersey, Rhode Island, and Vermont). It has been enacted into law in Hawaii, Illinois, New Jersey, and Maryland. These states have 50 (19%) of the 270 electoral votes needed to bring this legislation into effect.

See http://www.NationalPopularVote...    


Very fine analysis. (0.00 / 0)
But could we focus more intensely on the riddle of Ohio?

I wish Chris could collocate Ohio counties into dark/lean/tossup categories so that we can start  obsessing over tossup counties instead of the same boring tossup states!


most important states (0.00 / 0)
According to a conditional probability computation, the states most likely to swing the outcome of the election right now are (in order): OH, MI, VA, FL, MO, PA, CO, IN.  See http://election-projection.net






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