Presidential Forecast, 9/24: Obama Hits 269 Without Toss-ups

by: Chris Bowers

Wed Sep 24, 2008 at 14:47


Electoral College: Obama 269, McCain 185 Toss-up 84 (270 to win)
National popular vote: Obama 47.8%--44.2% McCain


(Dark Blue (194): Obama +7.6% or more
Lean Blue (75): Obama +2.6%-+7.5%
White / Toss-up (85): Obama +2.5% to McCain +2.5%
Lean Red (27): McCain +2.6%-+7.5%
Dark Red (158): McCain +7.6% or more
)

Swing State Overview (270 to win, 269 to tie)
(Swing States are defined as states closer than 5.0%. Before you ask, if a state isn't listed, it isn't that close right now. Also before you ask, yes I have included whatever new poll you can show me.)
State EV's Obama % McCain % Margin Obama Total
Obama Base 221 221
Pennsylvania 21 49.3% 44.8% +4.5% 242
Michigan 17 48.8% 44.8% +4.0% 259
Minnesota 10 49.0% 45.3% +3.7% 269
New Hampshire 4 47.7% 47.0% +0.7% 273
Nevada 5 46.0% 45.5% +0.5% 278
Virginia 13 47.3% 47.3% Even 291
North Carolina 15 46.0% 47.0% -1.0% 306
Ohio 20 46.0% 47.0% -1.0% 326
Florida 27 45.8% 48.3% -2.5% 353
Indiana 11 45.0% 48.0% -3.0% 364
West Virginia 5 45.5% 49.5% -4.0% 369
Missouri 11 45.0% 49.5% -4.5% 380
McCain Base 158 158

Polling now shows that Obama has acquired a substantial lead in states with 269 votes. The Colorado, Iowa and New Mexico firewall is holding nicely, as our the Great Lakes states of Michigan, Minnesota, Pennsylvania and Wisconsin. the problem shows up after 269, in search of the state to put Obama over the top. As the swing state chart shows, there are a wide variety of possibilities, but McCain maintains narrow leads in virtually all of them. Even in New Hampshire and Virginia, McCain leads according to the polling median, as 2 of 3 polls show him ahead in NH, and 4 of 6 polls show him ahead in VA. The two NV polls are split.

McCain has stayed competitive with Obama by concentrating all of his resources into an extremely narrow group of states. As such, it is growing difficult for me to see how McCain wins the national popular vote this year, since the DNC and the Obama campaign have sent resources to about 35 states where they will operate uncontested. It is also growing difficult for me to see where McCain punctures Obama's current 269 total. None of the "Lean Obama" states seem like realistic McCain states to me, with the possible exception of Pennsylvania. Even there, McCain hasn't led in 25 consecutive non-Zogby internet polls. So, I don't really buy it.

I'm feeling good about 269 and the popular vote, but I still don't see an obvious 270+ for Obama. Complete state by state details, plus a methodological update, can be found in the extended entry.

Update: New Colorado polls, and CNN battleground polls added. Still looks great for Obama.

Chris Bowers :: Presidential Forecast, 9/24: Obama Hits 269 Without Toss-ups
Ever since I had moved to only including polls from the previous week, the instability of the forecast had been bothering me. Basically, I felt uncomfortable relying on single polls to arrive at strange results such as Louisiana being "Lean McCain" instead of "Solid McCain," or Maine being "Lean" instead of "Solid Obama." So, to improve the forecast, I have now included at least the two most recent polls from every single state, so as to avoid such outlying results in the future. The overwhelming weight of data in the forecast, especially in the swing states, still relies entirely on polls conducted within the past week. Full explanation can be found at the end of these tables.

Solid Obama: 194 Electoral Votes
State EV's Obama % McCain % Margin # Polls
California 55 52.5% 37.5% +15.0% 2
Connecticut 7 53.5% 40.0% +13.5% 2
Delaware 3 53.0% 41.5% +11.5% 2
D.C. 3 82.0% 13.0% +69.0% 1
Hawaii 4 65.5% 29.5% +36.0% 2
Illinois 21 56.0% 38.0% +18.0% 2
Iowa 7 52.0% 42.7% +9.3% 3
Maine-AL* 2 51.0% 41.7% +9.3% 3
Maine-01* 1 -- -- +12.5% 0
Maryland 10 53.0% 38.5% +14.5% 2
Massachusetts 12 54.5% 38.5% +16.0% 2
New Jersey 15 53.0% 42.0% +11.0% 2
New Mexico 5 52.0% 43.3% +8.7% 3
New York 31 55.0% 40.0% +15.0% 2
Rhode Island 4 52.5% 36.5% +16.0% 2
Vermont 3 58.0% 37.0% +21.0% 2
Washington 11 52.0% 43.5% +8.5% 2

Lean Obama: 75 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Colorado 9 50.2% 44.8% +5.4% 5
Maine-02* 1 -- -- +6.1% 0
Michigan 17 48.8% 44.8% +4.0% 6
Minnesota 10 49.0% 45.3% +3.7% 3
Oregon 7 51.5% 44.0% +7.5% 2
Pennsylvania 21 49.3% 44.8% +4.5% 4
Wisconsin 10 49.5% 43.5% +6.0% 2

Toss-up: 84 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Florida 27 45.8% 48.3% -2.5% 4
Nevada 5 46.0% 45.5% +0.5% 2
New Hampshire 4 47.7% 47.0% +0.7% 3
North Carolina 15 46.0% 47.0% -1.0% 3
Ohio 20 46.0% 47.0% -1.0% 3
Virginia 13 47.3% 47.3% Even 6

Lean McCain: 27 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Indiana 11 45.0% 48.0% -3.0% 2
Missouri 11 45.0% 49.5% -4.5% 2
West Virginia 5 45.5% 49.5% -4.0% 2

Solid McCain: 158 Electoral Votes
State EV's Obama % McCain % Margin # Polls
Alabama 9 35.0% 61.0% -26.0% 2
Alaska 3 38.5% 55.0% -16.5% 2
Arizona 10 34.5% 48.0% -13.5% 2
Arkansas 6 40.0% 52.5% -12.5% 2
Georgia 15 41.0% 54.0% -13.0% 2
Idaho 4 29.0% 66.0% -37.0% 3
Kansas 6 39.5% 55.5% -16.0% 2
Kentucky 8 37.5% 56.0% -18.5% 2
Louisiana 9 41.0% 53.5% -12.5% 2
Mississippi 6 39.0% 53.5% -14.5% 2
Montana 3 44.0% 52.0% -8.0% 3
Nebraska-AL** 2 35.0% 57.5% -22.5% 2
Nebraska-01** 1 -- -- -16.5% 0
Nebraska-02** 1 -- -- -11.5% 0
Nebraska-03** 1 -- -- -40.5% 0
North Dakota 3 41.5% 52.5% -11.0% 2
Oklahoma 7 35.0% 60.0% -25.0% 2
South Carolina 8 42.0% 54.5% -12.5% 2
South Dakota 3 38.0% 54.5% -16.5% 2
Tennessee 11 35.5% 59.5% -24.0% 2
Texas 34 40.0% 55.5% -15.5% 2
Utah 5 30.5% 64.5% -34.0% 2
Wyoming 3 33.5% 62.0% -28.5% 2

* Maine's 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
The forecast is updated whenever there are enough new polls to warrant an update. The methodology for the forecast is simple and straightforward.

  1. For each state, all polls with the majority of their interviews condcuted within the last 7 days from publication of the forecast are included in the averages. There are some necessary exceptions to this rule.
  2. Every state has at least two polls, so the first exception are states without two polls that meet the previous criteria. In the event that two polls taken within the past week are not available, the two most recent polls are used. (Note: "Most recent" is determined by the mid-point in the dates of the polls. For example, a poll taken from 9/14-9/17 has a mid-pint of 9/15.5. In the event that more than one poll shares the most recent mid-point, all polls with that mid-point are included in the average.)
  3. The second exception comes with polling firms that have conducted more than one poll in a state over the last 7 days. Every polling firm only has one poll per average.
  4. No polling firm discrimination whatsoever. Polls are never excluded because the organization has a bad or partisan reputation.

During the final two weeks of the election, only polls taken entirely within the past seven days will be included in the averages (with the same exceptions listed above, of course).


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New poll in NV (0.00 / 0)
shows Obama up 47-45. So there's another option to get to 270.

LINK

No direct link to the results yet.  


Got it (0.00 / 0)
I guess that was one example where my original warning didn't hold. But I added it now.

[ Parent ]
Need more confirmation out there but... (0.00 / 0)
good to see NV starting to trend the way we'd expect it too, what with the growth of the party and all.  

[ Parent ]
NH and NV... (0.00 / 0)
My gut tells me that NH should be the easier pickup... but polling there hasn't been extremely promising as of late.

Someone else said it best.. I think NH just gets off on being contrary. =)


NH is New England's "maverick" :( (0.00 / 0)


[ Parent ]
My guess is NH will come over before NV (0.00 / 0)
The deal with NH is not necessarily their "maverick-ness," but the fact that they know McCain so well and the Indies up there (who dominate the electorate) are used to voting for him. Obama has spend a grand total of a week, after Iowa this year, up there. But the state has gotten bright blue in the last couple years and I STRONGLY suspect the late movement will be all toward Obama.

NV is more problematic. Other than Harry Reid, who is kind of a legend in the Byrd-in-WV mode, Dems just don't win there. The reason is that Dems have to rely on heavy turnout from demographics that traditionally don't, especially Hispanics and itinerant workers. The conservative block there is so much more reliable. I would expect Obama to underperform there unless he's winning big everywhere, in which case it doesn't matter.


[ Parent ]
We are well positioned if we have a long list of possible over-the-top winners (0.00 / 0)
Don't forget that there is an element of randomness to the results, and this strongly favors Obama's strategy.

I view the likely results on election day in each state as a bell curve.   Even states where O is down by 1-3 points could come out his way, it is just not overwhelmingly likely.  However, since O has put so many states in play, and has the resources to continue to do that, then the combination of possible options gives him a great chance to win.

Assume that O's got 269, and has 5 states in play where he is behind but within striking distance (any of NV, OH, FL, VA, NH, IN, NC, MO -- whatever the best five turn out to be).  If he has just a 15% chance of winning each of those states, then he has a 55.6% chance of winning at least one of them and winning the Electoral College outright.  ((85%^5)=44.37%; 1-44.37%=55.63%)   I think the list of possibles is longer than 5 states, and many of them will represent a far greater than 15% chance of victory.

Put another way, McCain depends on a whole bunch of bets paying off.  Even if McCain had good odds on each of those bets, statistically speaking, if he has to depend on too many bets, then he is likely to lose at least one of them.  McCain has to run the table.  

On the flip side, Obama still has to hold MI, PA, WI, MN, CO, and NM to get to 269.  And there are non-zero probabilities that he will lose each of them.  However, I expect by election day, our advantages in PA, MI, etc. will be significantly greater that McCain's advantages in VA, FL, OH, NV, etc.  

It's not time for confidence, but there is reason for optimism.


Good way of looking at it but (0.00 / 0)
you should stress that 1) Obama is likely NOT losing all of those states and 2) his chances of winning each individual state are much higher than 15%.

If, for example, we set his average change of victory in these five states at 40%, then his chance of winning just one of them jumps to over 90% (if my math is correct.)

That's making the plausible but large assumption, as you note, that Obama holds serve.


[ Parent ]
Every one of the tossups except NC (0.00 / 0)
seem pretty plausible to me. In NH, NV and VA I would favor Obama very slightly at this stage.

Has anyone looked extensively yet (0.00 / 0)
at the potential of a bump from the cell phone-only crowd come election day? I've heard mention here and there about the fact the many in Obama's younger demo wouldn't show up in most polling but nothing substantial.  

Nate Silver and Pew (0.00 / 0)
have independently come up with a 2-3% guesstimate for this (specifically, the difference between polls that do and don't call cellphones.)

I'm conservatively assuming a 0.5% bump for this. But that could just be me and I'm a nobody :-)


[ Parent ]
I am unaware of a comprehensive list (0.00 / 0)
Of polls that include and don't include cell phones.

[ Parent ]
Chris is getting smarter (0.00 / 0)
For some odd reason, I find a direct correlation between my opinion of these calculations and how good the news is.

If the next one shows Obama with a clearer path to 270, I'm sure Chris will have become even wiser.


Don't Over-Interpret the Electoral College Map (0.00 / 0)
The fact is that if Obama wins by 1-2% in the popular vote, the probability is quite high that a lot of those toss-up states will flip to him.  

Kudos for using the median (0.00 / 0)
Using averages results in obvious outliers being included.

Here are the top candidates for outlier of the month:

Rasmussen: South Carolina McCain plus 6 (the two other polls show McCain up 20)

Siena: New York Obama up 5, other polling shows at least a 10 point margin.

Rasmussen: Maine Obama up 4 (other polling shows double digit leads).

Insider Advantage: Georgia Obama down only 8 (other polling shows a much larger lead).

The state with the wildest polling is North Carolina. SUSA and Research 2000 found leads of 20 and 18 points respectively.  Meanwhile the 7 other polls taken in September show a race under 5 points.

North Carolina is one of the states that I came to believe in previous elections is the electoral college's version of fool's gold.  In both 2000 and 2004 polling in North Carolina suggested a competitive race well into August, when the race broke and the GOP won by 10.  The Republican equivelent of North Carolina has to be New Jersey - which like clockwork will produce polling that suggests a close race.  This polling actually led Rove to invest money late in 2000 in New Jersey.  In the end both Gore and Kerry won NJ comfortably, and I came to conclude that the worst pollsters in the country are in NJ (Farliegh Dickenson's polling should be taken out with the trash) though there are some bad pollsters in Wisconsin (beware the Badger Poll from Univ of W), Arizona and Tennessee (beware anything from Middle Tennessee State)  


I agree (0.00 / 0)
Fool's gold in 2000 and 2004. But not in 2008.

[ Parent ]
Fool's gold to the rest of the country, maybe, (0.00 / 0)
but I can't ever remember being seriously convinced that North Carolina was in play in 2000 and 2004. In 1992, it was a nice surprise that it was that close.

These days, however, folks in North Carolina actually believe that it could happen, even absent some colossal failure of McCain's campaign. That's a big change.


[ Parent ]
Final Score (0.00 / 0)
Obama 406, McCain 132

You heard it here first.  The "skip the debate, DC needs my economic advice (even though I'm not strong on that subject)" debacle is the nail in the coffin.  Biden Palin debate to occur will be the first shovel full of dirt.  This stunt reminds me of Perot suspending his campaign because Poppa Bush was spying on his daughter, or whatever.

McCain states: IN, KY, TN, MS, AL, SC, UT, WY, ID, AZ, TX, OK, KS, NE except NE 02, and two of SD, ND, AK.

Yep, I call Georgia and NC for Obama now, and am tempted to add AZ, TX, and IN, but not quite.  After all, I am realistic!

Sure, this prediction is worth its weight in electrons, but why not, everyone else is doing it!


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