Why Another Blog?

I've decided to set up another blog, (my other one is called Writer's Musings), because there are some topics just too weighty for that blog.

So here it is. In this space I'll explore more serious issues in more detail. I do not expect visitors to agree with me in all cases.
In this forum feel free to take off the gloves, grab a handful of mud and fight for what you believe in.

Simple rules, rather like cage-fighting in the blogosphere:
No direct name calling. No excessive profanity. No whining when smacked in the face with mud.
Sling inuendo. Feel free to ask leading questions even if in a snide tone.

Showing posts with label Real Clear Politics. Show all posts
Showing posts with label Real Clear Politics. Show all posts

Wednesday, September 24, 2008

Electoral Map Review for 24 September 2008

It has been five days since my last Electoral Map review. Here are the changes since the last review. What I’ve done this time is throw out all “registered voter” polls. In some cases this has made McCain’s support look softer, in others Obama’s. The main point is that averaging “registered voter” and “likely voter” polls is comparing apples and oranges. So, I threw out the oranges and I’m only comparing apples. Most polls are using the “likely voter” model anyway

Real Clear Politics Electoral Map 23 Sep 2008


My Electoral Map 23 Sep 2008


Where we agree


CO: No change. Still a dead heat with Obama up by only 1%.

PA: Still a statistical dead heat. Again if this one flips to McCain, it is election over for Obama.

NH: This tossup has gotten tighter with Obama having a 2% lead.

MI: McCain’s post-convention bounce gone, this one now leans Obama at slightly over 5%. The next three weeks will be most critical here.

WI: Still a toss-up, surprisingly McCain has not yet lost his bounce here. Now the best chance for a flip to McCain.

OR: Obama with a 4% lead that keeps dipping. I never guessed this one would be this close. If he dips below his current lead, then it’s a toss-up and the Democrats have to start worrying.

Where we differ


ME: Obama’s support seems to have slipped here. Leaning doesn’t help Obama if they split the vote close to 50 – 50. With only a 4% lead now, down from 14%, this state is close to becoming a toss-up. Since this state splits its Electoral vote it can’t be considered a lock for Obama. Neither candidate wins all these Electoral Votes.

NY: Still a strong lean for Obama with a 9%, but down significantly from the double-digit leads he previously had. As long as Obama stays above 5% in the polls, this one is safe for the Democrats. Below 5%, they should be nervous.

MN: McCain’s post-convention bounce gone here too. Obama now has a 5% lead, but like MI the next three weeks will be most telling.

OH: McCain is running a fairly consistent 5% lead when “registered voter” models are dropped. Even Bush won this state twice by less than 4%, so I’m sticking with McCain by 4%.

IN: Dropping all the “registered voter” polls and the biased IndyStar poll this one looks closer because there is only one poll left standing, but I’m sticking with historical trends on Indiana and saying it stays McCain by about 4%.

VA: SurveyUSA has been a consistent outlier in VA so I’m discounting their results. ABC/Washington Post are so biased in favor of Obama that their results are suspect at face value. Dropping the National Journal “registered voter” poll that was an outlier in McCain’s favor, it means that statistically it is a dead heat. However, I’m still going with 44 years of history and saying that McCain wins VA by about 7%.

FL: It’s gotten closer, but I’m still giving McCain a 5% margin in this state.

NV: No change. No polls show Obama with a lead. I’m still saying McCain by about 4%.

WA: Obama now only has a 3.5% lead so it’s now a toss-up. Like OR, I’m somewhat surprised by this one.

The first debate is in two days. I'm looking for some movement next week.

Saturday, September 20, 2008

Electoral Map Review

In my last post I discussed how to look at poll numbers. One source of bias that I neglected to mention, and one which further muddies the water, is the difference between polling “registered voters” and “likely voters.” Polls that use the “registered voter” model will almost always show a Democratic bias. Even in states that are strongly “red states” the strength of the state’s “redness” is reduced when using the “registered voter” model.

The “likely voter” model is thought to eliminate this bias, but it can also be biased if the pollster simply asks, “are you likely to vote?” A preferred method is to use historical data to identify the demographic groups with stronger likelihood of voting. This is where the “weighting” you may have heard of being discussed comes into play. Faulty weighting can reintroduce bias.

Electoral Vote Maps

The first map is the Real Clear Politics Electoral count for 19 September 2008. My map for the same day appears below. Note that the maps are not really too different, but a couple states change the numbers. On my map, I applied all the factors I discussed in the previous post. I threw out outdated polls (pre-convention) and I scrutinized polls likely to contain partisan bias or flagrant statistical outliers. In some cases I looked at the historical trends both in previous elections and poll trends to break what currently look to be dead heats.


Real Clear Politics Electoral Map 19 September 2008



My Electoral Map 19 September 2008


Let us begin with some obvious and easy to justify differences. MT and ND are shown by Real Clear to be “pink” or leaning to McCain. I contend that both are strong “red” states. Neither status changes the Electoral Vote count.

MT: The MT average includes one poll from February where McCain had an 8% lead and one from May again showing an 8% lead. The latest Rasmussen poll conducted after both conventions shows McCain up 11%. Obama had a brief moment in the MT sun in July, but neither before nor since has he polled in positive territory in MT. MT is a “red” state, not a “pink” state.

ND: The ND average includes a February poll where Obama had a 4% lead and a preconvention poll paid for by the Democrats where he had a 3% lead. The only post-convention poll was conducted by Rasmussen and it shows a 14% McCain lead. Again, this state was not ever in danger for the Republicans and remains a “red” state.

The Map Differences

NV: McCain holds a slight lead, but I’m letting history say that this state is actually leaning to McCain instead of being a tossup. Over time most polls show McCain on top and the state usually goes Republican. The InAdv polls look to have significant statistical bias. However, in this case I left their results in the numbers pending newer polls. If future polls show results closer to the Rasmussen numbers, then I’d toss the InAdv poll numbers. Either way, I think that McCain wins this state by about 4%.

IN: Real Clear shows this one a tossup, but in the middle of their numbers is a poll by the IndyStar that deviates from other polls by about 200% showing Obama up 3%. Their own data shows they relied heavily on interviews in Indianapolis and they admitted that Indianapolis is the only place in the state where Obama has any lead whatsoever. After tossing this statistically flawed poll, the state is back to “pink.” I’m calling this one McCain by at least 5% in November. The last time IN went Democratic was in 1964.

VA: Given Obama’s steep falloff the last few days here, I’m putting this one in the McCain column. Most polls since the conventions are showing McCain with about a 4% lead. I’m going with 44 years of Republican victories here and saying that McCain wins VA by at least 7% come November, which is a falloff from Bush in 2004 and 2000.

In Agreement For Now But…

OH: Most polls are showing McCain up by an average of 4%. A recent CNN/Time poll is showing Obama by 2% which brings the numbers back into a range making this look closer. I didn’t throw any numbers out on this one yet and though I’m also showing it as a toss up. Waiting on new numbers, at this point I’m predicting McCain by 4% in November.

CO: Real Clear and I agree on this one, but Real Clear has added the clearly biased InAdv poll showing Obama up 10%. This number is about 1000% higher than any other poll so I tossed their poll numbers. All other polls show this one a dead heat. Almost all InAdv poll numbers in every state are showing a deviation of 200% or higher over other polls. Either they are deliberately biased or they have faulty weighting. Either way their numbers are suspect. I think this one will tilt to McCain, but I’m holding it in tossup until I see more numbers from other polls with more reliable credentials.

PA: This state was only ever “baby blue” so there was always a chance for McCain. The most recent numbers are showing a dead heat with between 6-10% undecided. Most significant is that Obama had as much as a 9% lead before the conventions and that has evaporated. Anything can happen here. If this state goes McCain on November 4, McCain will win the Presidency.

MI: Has gone from “baby blue” to “gray.” Combined with increasing gains by Republicans over the past two elections, this is a trend that should worry Democrats. Obama had a 9% lead at one point. I don’t think it likely to flip, but Obama will be forced to expend resources to defend this state.

MN: This year is probably the Republican’s best shot at taking this state. Obama had a solid 15% lead in this state that has evaporated and the state has trended Republican the past two elections. It is now a dead heat. This one may flip, but it will still be close. Neither candidate will win by more than 3%.

WI: This is another state that Democrats should worry about and is the Republicans’ second best chance to flip a traditionally Democratic state. Obama had an 11% lead in July that has steadily eroded. This one is a statistical dead heat. McCain has come on strong here the past week. Even if Obama hangs on, he will be forced to spend resources in order to defend this state. Like MI and MN, this state has been trending Republican in recent elections.

NH: I suspect NH will move into the Obama column within the next week and that he will win it by about 4% in November.

Closer Than They Should Be

WA: Now that McCain’s convention bounce has worn off, this one is back to leaning to Obama. WA was looking like it was moving to being a tossup. Still, considering that he once held a commanding 12% lead that is now only a little over 4%, one must wonder. This one could tighten again, but there is little play in the numbers.

OR: I’m thinking Obama wins this one by about 5% come November. His numbers, while consistently positive, have been sliding. Rasmussen had Obama up by 10% prior to the conventions, but on 15 September had him at only 4%. That may be the tail end of the McCain bounce, but we’ll need to see more data. The Portland Tribune gave Obama a 10% margin in a survey done prior to Rasmussen. I discount that number until I see more.

The bottom line is that the election remains close. Will we see a shakeup following the debates?

Thursday, September 18, 2008

A Brief Poll Primer

Every four years we get inundated with political polls as people suddenly find their two month attention-span for politics. There are literally dozens of polling agencies at almost every level tracking everything from local races to the Presidential Election. While in reality the state house and gubernatorial races have the most direct impact on us, we get fixated on the Presidential race probably because it affects us all no matter which state we call home. And the media fan that flame too.

As a continuing public service, I’m providing a philosophy for wading through the myriad of numbers. “Tempest-in-a Teapot” provided a link in an earlier comment here to Real Clear Politics, a site I also use. It is tempting and easy to do no further analysis and accept their average numbers at face-value, but this is a mistake. The real value in Real Clear is not their suspect averages, but that they provide numbers from multiple polling companies and links to those companies’ web sites in one location. Real Clear usually posts polls within twenty-four hours of release. They also provide a few handy tools like the Electoral Vote map that you can change if you so choose to do your own analysis as well as points of view on the issues and candidates from both the right and the left. In that sense they are very “fair and balanced,” to steal a particular network’s motto.

When looking at poll numbers, one of the first questions that should cross your mind is, “who paid for the poll?” Not all polls are created equal and some exist not just to measure opinions and attitudes at a particular point in time (non-partisan polls do this), but to shape voter behavior come Election Day (partisan polls do this).

Real Clear does a good job labeling the polls that were paid for by either party (these are indicated by a (D) or (R) beside the pollster’s name). However, in addition to these obvious potentially biased polls, there are those conducted by independent but politically biased entities whose results can be suspect. It becomes important to do your research on the pollster.

Polls conducted by CNN/Time, SurveyUSA, MSNBC are consistently biased in favor of Democrats. FOX polls tend to favor Republicans. About the only time that any network’s involvement in a poll can be taken with a level of confidence in objectivity is when they team with a non-partisan pollster like Gallop, Rasmussen, Zogby, or Mason-Dixon. In those instances the independent polling agency designs the poll and oversees the collection of data by the network. There are others that are non-partisan, but these are the biggest ones with the best reputations. Quinnipiac provides independent polling data primarily in the Northeast and mid-Atlantic. Their polls tend to have large sample-sizes relative to the population and low margins of error.

Ideally, one would analyze sample size (but then you need to also understand the demographics and total population from which the sample was drawn), how respondents are selected, examine the pollster’s questions, their admitted causes of probable error, and their stated margin of error. For the average person this can be daunting and prohibitively time consuming. Therefore hone in on two things: first, the “who paid for it” question and second, the stated margin of error. Have a high level of confidence on a truly non-partisan poll with a stated margin of error below 3%. If the margin of error is above this level, then be suspect of the poll numbers. If the poll is partisan, be very suspect. If the difference between the two candidates' poll numbers is less than or equal to the margin of error, then consider the poll a "dead heat." Only when the difference is greater than the margin of error can you consider the poll leaning one way or the other.

Look at the poll’s history over several months. As stated earlier, an advantage of Real Clear is that they provide this information by state at a glance. If you see a particular poll with significant deviation from all the other agencies polling within the same timeframe, then be suspicious as to their method, or their purpose. If an obviously partisan poll gives the opponent an edge, then accept the number if it is within range of other polls conducted at the same time.

Out-of-range numbers are called “statistical outliers” and as a rule should not be included in averages. I am talking numbers that vary in the 50 – 100 percent range. For example, there are five polls taken in a given week. Four out of five produce results showing a difference between two candidates in a range of 5 – 8 percent favoring candidate “A”. The fifth poll shows a spread of 8% in the opposite direction (a 100% deviation), favoring candidate “B”. If the outlier is an obvious “partisan” poll, then without question discard the number. If the poll is non-partisan and its history over time shows it a consistent outlier, then include the number.

Look at when a particular poll was taken. If it is older than a couple weeks or before some major event that could be expected to influence numbers (Democratic and Republican conventions for example), discard the poll unless there are no other numbers, at which point you need to start weighing other factors or simply guess.

Using Real Clear’s averages can be misleading for the following reasons:

a. Real Clear treats all polls equally. There is no assumption of potential bias and obvious statistical outliers are included.
b. Real Clear averages often include significantly outdated polls that skew the resulting average.
c. Real Clear averages often include polls taken prior to significant events that one could reasonably expect to alter opinions.
d. Real Clear averages polls with differing margins of error. This compounds the first error.

In other words, they often wind up comparing apples to oranges to bananas. If one assumes that this fruit salad is therefore more accurate, one will often be mistaken.

Enter the final piece to analyzing poll numbers and that is in knowing the polity of a particular state in all these polls. What is the balance of rural vs urban, how have they voted in past elections and is there an observable trend? Is the population traditionally conservative or liberal (this apart from voting history)? Typically rural populations are conservative (there are exceptions) and urban populations are liberal (there are exceptions).

For example, Minnesota has not voted Republican since 1984, but the numbers of people voting for the Republican candidate have gotten progressively larger, even with an unpopular Republican on the ticket, the past two elections and the Republican margin of defeat has gotten smaller. These factors can be indicators of potential outcome and constitute a trend. Combined with the trend of how the numbers have been moving over the course of the election cycle, you may have a strong indicator of the direction a particular state is moving.

Always remember that polls are snapshot of opinion in a discreet window of time and they change, sometimes wildly within a few days depending upon events. In my next post I will compare the Real Clear Electoral Map, which is constructed using average poll data including the flaws I listed above, with my own map that includes the filtering techniques I’ve discussed in this post. Until then go to Real Clear and try these methods on your own map to see how the map changes. Concentrate on the states they are calling "toss-ups" or "leaning" one way or the other.