Colorado Is The Tipping Point

by: Chris Bowers

Thu Sep 18, 2008 at 00:59


Now that the McCain bounce is over and Obama has surged back into the national polling lead, it is worth noting that even when McCain led nationally, he never actually took the lead in the polling average of a single state that Kerry won. The most recent swing state chart that I produced showed McCain tied in both New Hampshire and Pennsylvania, but he still never took the lead in either state. In fact, the only reason he was able to draw even in those two states were because of heavily outlying Zogby Internet polls that were unlike all other polls in those states (see Pennsylvania here and New Hampshire here). So, even at McCain's peak, Obama held onto the 252 electoral vote Kerry base.

More good news on Obama's path to victory in the extended entry.

Chris Bowers :: Colorado Is The Tipping Point
Additionally, McCain has never even sniffed the lead in Iowa, a state that Bush won in 2004 (but Gore won in 2000). Even after the Republican convention, Obama held a twelve-point lead in the state according to the latest Des Moines Register poll. If McCain is that far behind in Iowa even when he is at his peak nationally, then there is simply no chance that McCain will win Iowa. So, toss another seven electoral votes into Obama's column, putting him at 259 and only 11 away from victory.

Where do the next eleven electoral votes come from? Indiana's eleven electoral votes are tempting, given that a new poll in the state shows Obama up by 3%. However, I think it is more likely that another "Gore then Bush" state, New Mexico, seems poised to deliver its five electoral votes. A Survey USA poll came out earlier today showing Obama up by eight in the land of enchantment. Even before that poll, Pollster.com pegged Obama's chances in the state at greater than 68%. Obama is a pretty strong favorite here.

So, now we only need six more electoral votes to win, and five to tie. While it was pretty easy getting to 264, this is, unfortunately, where it becomes more difficult. The three best options are Colorado, Ohio and Virginia. Pollster.com confirms all three of these states as toss-ups, and Obama has led in at least one post-convention poll in all three states. As of this writing, no other red states meet both of these criteria (although Indiana might when Pollster.com updates). So, the path to victory is the 264 electoral votes described in the first three paragraphs, plus one of Colorado, Ohio and Virginia.

Of those three options, the best one is clearly Colorado. Unlike Ohio and Virginia, McCain has never hit 50% in Colorado state post-Jeremiah Wright. Further, apart from an outlying partisan Republican poll taken in late March, the largest lead McCain has ever enjoyed in the state, even during post-convention polling, is 3%. Colorado also probably enjoys the most advanced progressive political infrastructure of any state, making it an obvious target. This infrastructure is a major reason for huge Democratic gains in the state over the last four years. Since 2004, Democrats have picked up both branches of the state legislature, the Governor, two House seats, and a Senate seat. This year, they looked poised to add another House and another Senate seat. I'm not sure if I have ever seen a more remarkable turnaround in a state in such a short period of time. This is the kind of state where we want the campaign to be decided.

So, that's it. The path to victory goes through Colorado. I have a hard time seeing any realistic scenario where the candidate who loses Colorado wins the election (I know it is possible--I just think it is highly unlikely). I mean, given all of the advantages we have in that state, how can we expect Obama to win Ohio or Virginia if he doesn't win Colorado? As such, Colorado is the 2008 equivalent of Ohio 2004 and Florida 2000. It is the tipping point. If you have resources, throw them at Colorado. I'll be moving my personal paid media campaign there tomorrow, and leaving it in the state indefinitely. It's all about Colorado this year.  


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Good Post (4.00 / 3)
Good point on Iowa. Obama needs to keep one foot there, but his resources are probably better spent defending Wisconsin, Minnesota, Michigan, and going on the offensive in Indiana and Ohio. Volunteers from Chicago should not be sent to Iowa in my opinion.

I agree with you that Colorado is the most likely Obama state. However, if this becomes about the economy and Obama starts running a Sherrod Brown type campaign (not likely), Ohio could come back near the top of the list. Virginia is interesting. Right now, Obama appears to be doing better there than Colorado.

Ohio and Virginia are also more likely to be affected by a huge African American turnout that is underestimated in the polls.

Also, what about Nevada? I saw on 538 that the population is different enough from Colorado that it's not impossible that Nevada could swing to Obama if certain regional issues such as Yucca mountain caught on.

But yes, overall, Colorado is the most likely option.

Demockracy.com

Demockracy.com


Nevada would get us to 269... (0.00 / 0)
And you better hope Obama has the popular vote then...

He'd probably still end up winning the tie-breaker in the house, but we really don't want to go there... especially without the popular vote.


[ Parent ]
Unless he gets Omaha (NE CD-2) (0.00 / 0)
That would make 270.  Considering how well he is doing in Iowa, not totally unlikely.  But I agree, CO is the path of least resistance and also the most likely state to put Obama over the top, barring a blowout (still possible in my estimation).

[ Parent ]
We are mot likely (0.00 / 0)
to win Colorado then to win CD-2.

It's all about Colorado.

John McCain: Beacuse lobbyists should have more power


[ Parent ]
No one is mentioning (0.00 / 0)
James Dobson, whose vast empire is based in Colorado.

Dobson picked Palin and will go all-out to elect her, including Democratic voter disenfranchisement and Republican ballot-box stuffing as needed.

i suspect that will have a significant impact in Colorado...


[ Parent ]
NE CD-2 (0.00 / 0)
Does anybody have any idea if we actually have a chance to win that electoral vote? Are there any sort of polls or evidence that says we could win it?

[ Parent ]
not convinced yet that virginia won't shape up to be (4.00 / 2)
equally likely.  but i do agree with you that obama will almost certainly get to 264 before he wins any of the big states (OH, FL) that would (hypothetically) enable him to lose states like NH and NM.  

That's the thing... (0.00 / 0)
He could win Virginia and lose a state like New Mexico or New Hampshire. Yes, it's not likely, but it gives you more flexibility. Technically he could lose New Hampshire, win Colorado, and end up with 269 electoral votes, but I don't want to go there...

Demockracy.com

Demockracy.com


[ Parent ]
Kerry states+Iowa +Virginia = 272 (4.00 / 1)
why count on two states when you can have one?


[ Parent ]
Agree on VA (4.00 / 1)
The state elected the first AA Gov almost 20 yrs ago.  NOVA, where I lived for 5 yrs, is the biggest population center in the state and is now solidly D thanks to Fairfax County going from a swing county to a D county.  Obama is polling quite well there.  I can see him winning VA as well as Colorado.

[ Parent ]
Thanks for the analysis (0.00 / 0)
I'll have fun sharing this in my classes tomorrow -- especially the ones being taught by former political "experts."

Yep (4.00 / 1)
I came to the same conclusion a week and a half ago. Colorado is indeed the tipping point. Win Colorado, win the White House.

It would be worth then delving much more deeply into Colorado internals, to determine which areas are blue, which areas are red, and which are the parts of the state that we need to target the hell out of over the next few weeks. Look at the numbers, the registration trends, etc.

I'm thinking places like Longmont, Fort Collins, Littleton will hold the keys to our country's future.


I've been saying it for months (4.00 / 2)
Kerry + Iowa + New Mexico + Colorado = President Obama.

It's simple. It's what we have to do.

There are five hold states (PA, MI, NH, IA, NM) and one real swing state (CO)

The campaigns don't seem to get it yet though

http://marcambinder.theatlanti...

McCain seems to want to put Wisconsin and Minnesota in play and Obama is only defending back on the air in Wisconsin (I like to think it's beacuse the Obama campaign knows how damn good our ground game is in Minnesota). Meanwhile the Obama campaign still thinks it might win in North Dakota and Montana both of which are being ignored by the McCain camp.

That makes the other Obama battlegrounds Florida, Virginia Indiana, Missouri, North Carolina, Nevada and Ohio.

McCain doesn't seem to be at all concerned with Indiana and I doubt it's going blue before Ohio or Missouri. Meanwhile McCain is outspending Obama in Nevada (and Colorado).

I think Obama's team is smart and will do the right thing. But if I had advice to give I'd say cut lose Montana, North Dakota and Indiana and reduce the size in Missouri and North Carolina. Double (at least) your spending in Colorado and make sure you stop getting outspent in New Mexico and Nevada. To win this we need to make tough decisions. I think that's going to mean scaling back operations outside the 10 states that will decide this election. New Hampshire, Pennsylvania, Michigan, Iowa, New Mexico, Colorado, Virgina, Ohio, Nevada and Florida.

But mostly. Do everything you can do win Colorado.

In fact. I'll rephrase what I first said.

It's not about Kerry + Iowa + New Mexico + Colorado = President Obama.

It's about Colorado, stupid.

John McCain: Beacuse lobbyists should have more power


All of that makes sense (4.00 / 2)
Agree on cutting loose MT, ND and IN. MO and NC can be scaled back. I think the campaign should be very judicious about how it handles OH. I get the sense they're spending too much time and money there. Certainly we need to fight for it, but not at the expense of CO.

Obama and Biden need to spend at least two days a week in Colorado. Ideally staggered so that one of them is there at least four days out of the week.

Brian Schweitzer should basically relocate to CO for the duration.

Hillary should be deployed to hit targeted areas, especially communities with large numbers of older women.


[ Parent ]
We've got 70 offices (0.00 / 0)
in Ohio. Clearly Obama's campaign wants to and thinks he can win.

And in theory he should. We've got a much stronger Democratic Party locally and nationally. Better voting laws, better political climate. Everything.

But to be quite frank. Barack Obama's father had dark skin. Barack Obama does not have white skin. If he did, I don't think Ohio would look so tough for us.

How about starting now we get Barack Obama, Joe Biden, Michelle Obama, Jill Biden or another very high profile surrogate (like one of the Clintons, maybe Bill Ritter or Schweitzer if needed) every day. And at least half of that time the two candidates themselfs.  

John McCain: Beacuse lobbyists should have more power


[ Parent ]
don't cut out Indiana just yet (4.00 / 6)
There are a ton of troops ready to drive across the state border from Illinois, and the latest poll has Obama up 3 points in Indiana.  No reason to concede it at this point.  If anything, it'll distract the McCain campaign's time and money to defend a state they should have in the bag.

There's no need to bet it all on one state.  There are multiple paths to victory here, and we should keep a couple of the most likely ones open.

John McCain <3 lobbyists


[ Parent ]
Ambinder (and most) ignoring one big thing (4.00 / 3)
That Ambinder post ignores a major reality of why the campaigns view it differently. The Obama campaign can afford to look at the election differently than recent campaigns and can afford to look at states differently.

Obama's campaign is the first campaign of its kind. He's running a modern campaign without the financial constraints of the public financing system. This is an enormous difference that I don't think people are crediting properly (and it's fundamentally different than the combined McCain/RNC campaign). The Obama campaign is running the equivalent of a major Senate campaign in all of their targeted states. This is a huge deal and creates a situation that could make the "tipping point" models a relic of the past national campaigns. And they are doing it in some states that just haven't seen this level of attention from a Presidential campaign in decades, if ever, so we really don't know for sure how those states will react.

Now, it doesn't divorce state results from national trends or demographic realities, but it does make them less "sticky" to use Ambinder's term. Indiana could shake loose before another state some consider more likely. Nevada could go before Colorado or Virginia. We just don't know.


[ Parent ]
Montana and North Dakota are very inexpensive to compete in, right? (4.00 / 1)
So it makes sense to allocate some resources there, if there's even a slight chance of flipping them.  Obama is swimming in cash and can afford to take some low-risk, high-reward chances like competing in a couple of inexpensive states that aren't completely hopeless.

[ Parent ]
I strongly agree (0.00 / 0)
If anything, I question the epic resources being poured into Florida.  

"Don't hate the media, become the media" -Jello Biafra

[ Parent ]
while I agree with all of this (4.00 / 4)
I'm glad to hear Obama is putting major resources into Florida.  I think a push on social security privatization can pay dividends.  Obama can afford to put $40 million into the state to open a fourth (fifth with IN?) avenue to victory, and McCain cannot possibly match that even if the state favors him.  



New Jersey politics at Blue Jersey.


It makes McCain play defense (4.00 / 4)
40 million makes a state a tossup, period. You can't ignore that. You have to match it to keep your advantage or take a huge risk.

We've got five options. Colorado, Virgina, Ohio, Florida or Nevada + no mandate. Nevada is clearly the worst option which is why Obama's campaign is not focusing much on it. Ohio, Florida and Virgina and huge and very expensive. By my count he's got 153 offices open in those states. All of them are worth it but in a close election Colorado holds the keys to victory.

Of course, if we win all five of those states then the EC looks like this

Obama 338 - McCain 200


John McCain: Beacuse lobbyists should have more power


[ Parent ]
Let's Be Realistic For A Second (4.00 / 1)
I want Obama to win too, but let's give it a week before we say that we know that Obama surged back into the lead. For all we know this is statistical noise, or a new bubble based on the concern over the current economic crisis.

If and when the crisis fades in the public mind, there will be new numbers yet again. If Bin Laden is captured, there will be still newer numbers. If McCain appears senile in the debate, the numbers will jump jive and wail.

Basically, let's just take a deep breath and get back to work.


Michigan is not a given... (4.00 / 1)
I think Obama will win Michigan, but of all the Kerry states, it's had the weirdest Obama polling. There were two good polls for him recently there, and I think it's gonna firm up for him soon, but it's also had him tied with McCain a bunch of times, at points in the race when I thought he should be killing McCain there.

The central point of this post is right, Colorado is the tipping point if Obama wins. But there are some risky Kerry states like Wisconsin and Michigan, and with Ohio getting further and further away from Obama and Florida always a vicious uphill, his options are getting more limited.

My gut says, if the election were held today, Obama probably wins New Mexico and barely, barely loses Colorado to the point that it's a coin flip and it's Florida 2000. My hope is that after the debates, some of these states will firm up and he'll gain traction in Ohio and Virginia and McCain will find himself defending so much ground that Obama will have three or four different ways to win on election night.


I like... (4.00 / 2)
I like having enough funds in the kitty to NOT have to close down any states until after the last debate.  Each state is just enough different that their program will differ -- for instance Ohio has a window for early registeration and voting at the end of September, first week in October that will put votes in Obama's bank early, and which will help them determine what is doable.  That tactic is however limited to Ohio -- I suspect the economic melt-down will impact Michigan and Florida big time -- And apparently Biden is working Wisconsin and Michigan on both the Catholic theme and the Pension/Social Security front.  

This is the best managed and designed campaign ever on the part of Democrats -- and I've been studying them since FDR's first one (no, I wasn't around for that -- but I am really not up on the design of Al Smith's 1928 campaign.)  Rather than tell them how to do it, do look at this thing as something of a masterpiece, and enjoy it.  

In particular, I've admired and enjoyed how Obama dealt with the expected post-Convention bump for McCain.  In essence he let McCain and the new news cycle rub out that bump -- Ike came along, and then the Markets all Crashed, and McCain/Palin's wave just dissolved.  Obama and Biden were then fresh and ready to pick up the next wave, and get the focus back to hard issues where their votes really are.  


This "masterpiece" of a campaign.... (4.00 / 2)
....can't get traction in a state like Ohio, a state that should be their's for the picking, because they don't want to get too populist with their economic message.

And I'm getting tired of having race blamed for Obama's problems in Ohio.  There are lots of missed opportunities for this campaign, missed because they are focused on defense and will not take any risks.  They've never controlled the media narrative (except when McCain handed them the "houses" flap as a gift) and their ad campaigns have been almost uniformly forgettable.

If McCain and Palin weren't so personally inept, and the country wasn't in such dire straits, the Obama campaign would be one more sad and sorry footnote to the long history of serially failing Democratic presidential campaigns.  


[ Parent ]
You may be tired...but... (0.00 / 0)
Taylor, I am a native of Ohio -- Akron, Cleveland, Dayton, Kettering and Yellow Springs.  GrandparentsX5&6 were in the state's founding generation.  Haven't lived there for years, but I keep track of the politics, and what became of the Democratic Party over the years -- and yep, it is a lot about Race, and the inability of Democrats in the 70's and 80's to actually incorporate African Americans into the structure and culture of the Party.  Ohio had an industrial working class that was largely from the South, and migrated in beginning with WWI, bringing racial attitudes native to the South and West Virginia and Kentucky, to places like Akron, Youngstown, Dayton, Cincy and Lorain, and while these workers voted Democratic while the coalition of the old CIO Unions and the Democrats served their interests, they did not remain democrats once Ohio became Rust Belt, and the implications of the Civil Rights Movement were more clear.  Virtually all of Ohio followed racial segregation practices parallel to the South -- I remember a huge fight in Kettering in the 1950's as to whether the HS Football team should play teams with black players.  You may think that a long time ago -- but my Debate Partner in that HS, later a lawyer, could never adjust to including political leaders from W. Dayton into local party committees as late as the 1990's.  

Ohio Democrats did OK when they could run stars such as John Glenn on the Democratic Ticket -- but it didn't take that time and cover to build a younger coalition that intentionally learned to work on a multi-racial basis, identifying and representing common interests and all.  It never mastered taking the old AFL-CIO interests to a broader working class that included working women and black workers not necessarily in a Union, and as service jobs replaced the old industrial ones, the party strength which was always centered on Labor dissipated.  And the reason they couldn't figure it out -- well Race and racial culture.  

I think Ohio may come through for us this year -- I recruited College Students to work as Obama Fellows this summer, and a couple of them worked in SE Ohio this summer, and they see some rewards for their efforts.  It will be close, but I have my fingers crossed, and hear some good news.    


[ Parent ]
West Virginia (4.00 / 3)
Has Obama put any money here?

He seems to be seriously overperforming in the polls here, and any message based on the economy is bound to due well here. I imagine Wheeling is seeing his ads, because of the Pittsburgh/Youngstown markets, and other areas because of Virginia, but is the whole state blanketed? Charleston must be pretty cheap. Rather than $39 million in Florida, a few million here seems it could make a difference, with a popular governor up for election and a close race in WV-02.

He should park Bill Clinton in this state and have him speak wherever he's welcome. This is five electoral votes he could potentially win despite his primary debacle, and as long as the economy is the number one issue, he really has a chance here. Even Bob Byrd should come out and say whatever he can physically say in a short time to help him. A revered former-racist-turned-somewhat-progressive like Byrd who has come out for Obama is a potential weapon here.

Plus I'd love to hear Chris Matthews shut up about how diametrically opposite Connecticut and West Virginia Democrats are.


Surely There Must Be a Recognition (0.00 / 0)
rippling through Republican ranks that it is over.  My guess is that you will start to see the 527's and Swift Boaters folding their tents, concluding that McCain is not worth further effort.

Not a chance (4.00 / 1)
In fact, if they decide McCain does not have a chance they will get even more vicious and louder in an attempt to damage Obama as president.

And since the blow-back would only be to McCain, there is no real downside to doing so for them.


[ Parent ]
yeah (4.00 / 1)
If Obama wins, those swift boater tents will turn into permanent war headquarters. They will turn up the heat on the lies and smears for years.

[ Parent ]
pretty much (0.00 / 0)
there's a lot of money to be made for conservative advisors in an Obama presidency... you just know the big corporations are going to throw billions into think tanks and 527's to stymie and smear. We are going to see the political repercussions of the demographic changes Chris has talked about, and the right-wing's defense mechanism will be to go all-out into a politics of resentment. Bet you will see the immigration issue go straight to the front of their burner.

And you know Palin will be their pick for the top of the ticket in '12.

"I think the economic logic behind dumping a load of toxic waste in the lowest wage country is impeccable and we should face up to that."
-Lawrence Summers


[ Parent ]
Okay -- you are helping me decide (4.00 / 1)
I have the options of working the end of the campaign in Nevada or Colorado. I'm leaning Colorado.

Can it happen here?

Unless (0.00 / 0)
something big changes between now and then it's Colorado, Colorado and Colorado.

Go to Colorado if you can, for all of us.

John McCain: Beacuse lobbyists should have more power


[ Parent ]
Virginia is racism insurance. (0.00 / 0)
The only situation I can easily foresee in which Virginia is considerably stronger for Obama than Colorado is, is one in which the campaign takes on strong racial dynamics at the very end.  If McCain's 527s pull out Jeremiah Wright, or some other incident transpires to cause white voters to go more sour on Obama, Virginia is the only major swing state with an African American electorate large enough to make up for it.  If black people see that Obama is in danger of losing the election over some overhyped bullshit like the "typical white person" line, then they'll turn out even harder in a desperate attempt to rescue him.  And Virginia is the only state with enough black voters for them to be able to save the state.

As a bonus, Obama would only have to win one of New Mexico or New Hampshire, if he got Virginia (since Virginia has four more EVs than Colorado).  So in that racialized voting case, he could lose Colorado, Ohio, Florida, and New Hampshire, but still win the election with just Iowa, New Mexico, and Virginia.

It's a very important backup path to have open.  I'm pretty confident Obama will be able to win the "normal" way, where he runs evenly across the board in all the states and regions, and in that case Colorado is indeed the first one to tip.  But if he has a collapse with white people (especially old white people), it would be Virginia, not Colorado, that saves him.


Quantitative assessment of Chris's scenario (0.00 / 0)
Here is an assessment of Chris's scenario based upon the numbers over at 538, which include more than just the poll results.  

Assume Obama wins all the Kerry states, then the current probability of winning both IA and NM to get to 266 EV is the product of 83% and 67%, or 55.6%.   To this, Obama needs to win one of CO, VA, or OH, which are the three best options discussed.  The probability that Obama takes at least one of these three states, is the complement that he loses all three.  Right now, the probability he loses these states is 58% for CO, 65% for VA, and 70% for OH, which works out to be (1 - 0.58*0.65*.70) which is 73.6% to win at least one.  Combining the 55.6% and 73.6% probabilities gives a result of 41%, which is that he wins the election under this scenario.  

This actually works out close to the 45% shown as Obama's winning percentage today over on 538, so to me this means  this scenario accounts for over 90% of Obama's winning possibilities.

A couple of caveats.  Obviously, the state numbers are lagging so these probabilities may change quite dramatically over the next week as the state polls catch up.  Secoond, the assumption of independence in all these state results is not quite right, and finally there is some finite probability that Obama will not win all of the Kerry states, and that is lost in this analysis.

Hope this helps some, and keep in mind these probabilities can easily be adjusted as new poll numbers come in.

Statsman


New estimate (0.00 / 0)
Just in the last few hours, the numbers changed dramatically today at 538, so here are the adjustments.

IA and NM go to 86% and 85% win percentages respectively, for a 73.1% combined total.  The loss percentages for CO, OH, and VA are 36%, 55%, and 56% so the probability of winning one of these three climbs to an 88.9% (1- (0.35)*(0.55)*(0.56)) probability.  The combined percentage jumps to 65% (0.73*0.889) for this scenario.  In this case, it is slightly over the 61% estimated in the simulation runs on the 538 site.

Relatively small changes make big swings in these estimates.


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