Tuesday, November 5, 2024

Why Selzer is the best pollster

 Most pollsters go into creating a poll with a demographic model. The population has X% of 65 and older and Y% of them vote traditionally. This is a reasonable method if things are the same from one election to another.

Selzer says she goes in without any model. She allows the numbers tell the story. In 2016, her method predicted Trump was going to win by 7. (He won by 9.) Her poll was the canary in the coal mine. Iowa is demographically similar to Wisconsin and Michigan. If Trump wins Iowa by 7 then there is a decent chance he could win those states as well, which he did.

I came appreciate Selzer as a genius in the 2008 Iowa caucus.

Take yourself back to the cold days of January 2008. Democratic top tier candidates are all Senators: Joe Biden, Hillary Clinton, Chris Dodd, John Edwards, and Barack Obama. By December it's down to 3 - Clinton, Edwards, and Obama.

Who is going to win is answered by answering, "How many Iowans will the winning candidate need to win?"

Previous caucus attendance:

  • 2000 Caucus: 61,000 Iowans
  • 2004 Caucus: 124,000 Iowans

All campaigns agreed attendance would increase in 2008. Perhaps 160,000 or maybe even 180,000 will show up. Clinton's well run campaign was confident they had 60k voters locked up. In a 3 way race this would be enough to win. Edwards campaign was equally confident. (Although I was on Obama's team I had good friends the other camps and we were honest with each other about what we were hearing.)

Then came the final Selzer poll that jolted all of the campaigns. Here two big predictions: Obama is going to win by 7 points and the turnout will be around 220,000.

My Clinton friend said they had no problem disregarding the poll as a whale of an outlier: The data didn't match anything their field operation was seeing and it is preposterous to believe 100,000 more Iowans would caucus in 2008 than in 2004. 

Selzer's premise was that other pollsters were polling those like me who had caucused before. Two massive groups were being missed: Young people and disaffected Republicans. (There is a saying in politics, "Candidates who rely on the youth vote cry on election night.") Caucuses are a serious time commitment of 2-3 hours and most young people won't do it.

Because it is a lot of work to caucus there was no reason to believe Republicans and Independents would make the effort. It was bold of Selzer to predict these groups would turn out in massive numbers. 

Result?

239,000 Iowans came out to caucus in 2008. Nobody - not even the Obama campaign - predicted turnout that high. 

  • 38% Obama
  • 30% Edwards
  • 29% Clinton

Selzer not only blew every other pollster out of the water but she had a better feel for the electorate than the internal campaign numbers.

******

Selzer is hardly a Democrat pollster. Her 2016 prediction of a 7 point Trump win was a massive wake-up call that Clinton was in danger in blue wall states of Wisconsin and Michigan. In 2014, there was a close Senate race to replace Tom Harkin. Selzer's last poll accurately predicted that Republican Ernst would win it comfortably.

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Because Selzer randomly calls every number she is able to get a pool of voters other pollsters won't get. In 2008 pollsters only dialed registered Dems. Some only dialed registered Dems with a history of going to the caucus. Quite simply, they missed the new/young voters and the Republicans and Independents. Her method costs quite a bit more but has proven to be more accurate. 

2024 Electoral College prediction


This is my conservative map. The Selzer poll highlights the reasons I believe she will win. In Iowa 10% of self-identified Republicans are voting for Harris. Republicans have been excited about the early voting numbers but those good numbers are off of 2020 where Trump explicitly told his voters not to vote for early. Also, Selzer believes there are two groups being undercounted in other polls: Young women and elderly women. 

As more than one pundit has put it: An early way to know who is going to win is to look at the gender gap. If Harris wins women more than Trump wins men she will win. Why? More women turn out to vote than men.

Organizing matters. Republicans relied on outside groups funded by Elon Musk to go door knocking. They turned in great numbers! Unfortunately for them, the workers learned how to game the system. They spent the day in the coffee shop pretending to knock on doors. A Republican operative in North Carolina said that he sees Harris canvassers out every day but has yet to see one for Trump. That is worth at least a point or two or three (and it's why I am giving NC to Harris even though polls have it a slight Trump edge).

I think enthusiasm matters. I watched the final speech Kamala gave in Pennsylvania and Donald gave Grand Rapids, Michigan. His crowd was smaller and tired. He was so far off his A game that I almost felt sorry for him. Kamala's was like a rock concert. 

What would an optimistic map look like? Harris wins Georgia and Arizona. 

Friday, November 1, 2024

November 1

I am overwhelmed by the people trying to help me back home. It is very much appreciated and if I knew a way you could help I would gladly accept it. The best way you can help? Let's have a conversation. I do not have international minutes so it's either Google Meet or Zoom. For the conversations I have had, Google has been working better. 

This was not a great week but I know I put in more miles walking than I have any week this year because as the weather has cooled Cujo wants to go and go and go. I am surprisingly calm about the election. I always ask myself, "Would I rather be on my side or theirs?" Let's just say I am nauseously optimistic.

What made the week a bad week is that I have no good news on the matters concerning my residency, passport and employment. Not moving the ball on those issues is distressing.

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Anniversaries are on my mind. Ten years... Ten years... Ten years ago last week my friend Sanjaya lost his Dad in an accident. Ten years ago we put the farm up for auction. 

1994 and 2004 were also bad years for reasons not worth going into now. 

Not all years that end with a 4 have been bad. In 1984 I turned 16. Growing up on a farm, a driver's license is the ticket to freedom. Being born on September 16 (hours past Iowa's cutoff date for school entry) meant I was one of the older kids in the class of 87. 

Had I been born a day earlier and been in the class of 86 I am certain my life would have been different. Why? The 86 class was the... underachiever class. The class of 87 was the opposite. We were competitive on everything. I definitely fit in better with 87 classmates.