Speaking of Pollsters ...

... this looks fishy. The Behavior Research Center has Obama ahead of Romney in Arizona 44-42. There are lots of fishy things in this poll and so perhaps it serves as a good jumping off point to discuss what kinds of things jump out at me as not quite right when I'm looking at a poll:

1) Is the poll an outlier (especially compared with pollsters I think are good)? Yeah, to say the least. PPP did a poll in Arizona BEFORE the first debate and had Romney up by 9.

2) Have I ever heard of the pollster? No, I haven't. Every pollster gets some media attention the first time sometime but when there's no track record to say this poll should be believed, it should be read with a skeptical eye.

3) Are there numbers below that topline that seem counterintuitive? Yes. The gender gap is very narrow here for one and the poll has Obama and Romney tied among men. The poll also has Obama ahead 77-10 among Latinos. There's other things that don't feel right but those are the biggest ones.

4) Are the campaigns behaving in a way that is consistent with the polls? You can figure out that Ohio is close in both campaigns' internal polls by the way the two campaigns are behaving (running a million commercials and campaigning there). We don't see the two campaigns behaving as if Arizona is in play.

5) Is it a live-interviewer poll with cell phones or is it a robo-poll or is it an online poll? The order in which I listed them is in descending order of quality and this is an online poll.

So, this poll has all the hallmarks of a poll that I would not tend to believe. It doesn't mean it can't be right. It just means ... it probably isn't right.

Now, compare all that with this PPP poll in Ohio that was just released that has Obama up by 5:

1) Is the poll an outlier? Not too much of an outlier. CNN had Obama ahead by 4 a few days ago and NBC/WSJ had Obama up by 6. Others have it closer and PPP does have a slight Democratic lean in their polls. But this is not a shocking number.

2) Have I heard of PPP? Yeah, and they have a generally good track record.

3) Are there numbers below the topline that seem counterintuitive? Mostly no. For instance, Romney has a 46/51 fav/unfav. That sounds about right, especially in Ohio. Gender gap? Yeah. Obama leads 54-42 among women and trails 50-48 among men. I'd guess the Obama might be a tad more behind in Ohio but this is not a crazy number.

4) Are the campaigns behaving in a way that is consistent with the poll? Oh yeah, to say the least.

5) Live-interviewer or robo-poll or online poll? Robo-poll. Not ideal but at least it isn't online.

This poll mostly passes the smell test. There are a few things I scratch my head on. PPP says 19% of voters have already voted and those voters went 76-24 for Obama. That's hard to believe. If it is true, Romney is in a DEEP hole in Ohio and NBC/WST had a similar finding in their poll though not quite as big a margin. But look, I think it is clear that Obama leads by a little in Ohio (even Rasmussen has Obama ahead by 1 there) and this poll is not far off if it is off.

Not Much to Say - Obama Still Winning

A few people have asked me why I haven't been blogging much in the past few days. The main reason is that there isn't much to say ... and that's good news for the President.

There have been lots of polls out but they don't tell us very much that is new ... at least it isn't new if you've been reading here for the last couple of months. Here's a new poll. The President is winning in Maine. Here's one that shows Romney winning in Georgia. And here's one that shows Obama winning in Michigan. There are no surprises here.

Obama is winning right now. If you look at the pollster.com trend estimates by state, you see that Obama is leading by smaller or larger margins in all the "battleground" states. Here's a listing of Obama's lead (or deficit) in pollster.com's current trend estimates nationally and for all the states for which they have multiple polls:

National - 1.2
AZ - (0.5)
FL - 1.2
IA - 10.0
MI - 4.0
MO - (3.0)
MT - (9.0)
NV - 8.2
NH - 8.8
NC - 2.6
OH - 3.8
PA - 7.6
VA - 4.5
WI - 5.7

The only states Obama is losing in this group are states that Obama lost in 2008. But let's look at this from a more conservative angle. Sean Trende recently pointed out that most of these state polls are looking at registered voters rather than likely voters. There is very good reason for pollsters to do this because it is exceedingly difficult to get an accurate read this far out from the election on what the likely voter pool will be. But Trende correctly points out that likely voter pools are usually more favorable to Republicans than registered voter pools and that, on average, the shift from one to the other means about a 3-4-point shift in the Republican direction. So, let's take state polls above (the national polling does include more likely voter polls) and shift all of them 3.5 points in Romney's direction:

AZ - (4.0)
FL - (2.7)
IA - 6.5
MI - 0.5
MO - (6.5)
MT - (12.5)
NV - 4.7
NH - 5.3
NC - (0.9)
OH - 0.3
PA - 4.1
VA - 1.0
WI - 2.2

So who wins in this scenario? Obama. And he's still got a little bit of room to spare. "Really?" you say. Yes, really. In fact, he's at 303 electoral votes. "Well that Ohio result is so close it scares me. What if we give Ohio to Romney? Does Obama still win?" you say. Yes. Obama still wins. "Well, I've noticed Colorado isn't listed there" you say. "You're just cooking the books by giving Colorado to Obama!" Well, I would predict Obama wins Colorado right now (and I don't think it'd be that close) but okay, let's give Colorado to Romney. What happens now? Obama still wins ... with 276 electoral votes. You can play around with the math on this here but I'm telling you ... Romney's path to 270 is VERY narrow right now.

Recently, my aunt attended a lecture and the lecturer (a political scientist) said the election will come down to "FLOHPA," the key states of Florida, Ohio, and Pennsylvania, and whichever candidate wins 2 of the 3 will win. My aunt was quite alarmed because she thinks Obama is in trouble in Florida. But guess what? The old "FLOHPA is decisive" argument is not necessarily true. 1) I just showed you how Obama can lose Ohio and Florida AND lose Colorado and still win. 2) For the love of all that is holy, let's take Pennsylvania out of the "swing" state column (see my earlier rant on this). Obama is either winning Pennsylvania or he's losing VERY badly. But the election is NOT turning on Pennsylvania.

My broader point for today is this. Take the state polling into account and then shift everything 3.5 points in Romney's direction ... and Obama is still in the driver's seat. I'm not saying the election is over and I'm not saying Obama is running away with it. But Obama is winning right now and nothing happened this week (no, not even the gay marriage stuff) to change that.

Swing State Polls

I said the other day that Obama seems to be doing better in Ohio than he is doing nationally. Today, a few swing state polls seem to confirm that Obama is indeed doing quite well right now.

The Purple Poll shows Obama up by 5 in Ohio, up by 2 in Virginia, tied in Colorado, and down by 2 in Florida. If those are the actual results on Election Day, Romney loses the election for sure. A new Rocky Mountain Poll in Arizona has Obama up by 2 there. Arizona is not an absolute must-win state for Romney but it would be very bad if he lost there.

It is a long, long way to go. But early on, this race is resembling the 1996 race in one key respect. It "feels" stable to me. It doesn't seem like we're likely to see wild swings back and forth in the absence of some big external shock. Intrade has Obama as about a 60% bet to win. I think he's in a little bit better position than that.

Where Are We?

Nate Silver points out what you probably were already sensing:

Mr. Santorum’s bounce has already had considerably more staying power than those of some of his rivals. Newt Gingrich’s surge in the national polls, for instance, peaked just 24 or 48 hours after his victory in South Carolina, whereas Mr. Santorum’s has now persisted for more than a week.

Mitt Romney may really be in some trouble this time. His inability to connect just seems to be getting worse and worse.



Nationally, Romney appears to have lost his lead to Santorum:


Rick Santorum, the guy who lost his re-election bid in Pennsylvania by almost 20 points, is beating Mitt Romney.

The numbers at the state level are not good for Romney. He's losing in Michigan. He's losing really, really badly in Ohio, by 18 points according to Rasmussen. He's not only losing badly to Gingrich in Georgia but Santorum is about tied with him for second there so Gingrich + Santorum in Georgia is truly horrific for him. Romney is not up by much in Arizona. Rasmussen has a new poll out there that has him ahead by just 8 and PPP is polling the state now. My guess is they will show a smaller lead for Romney by the end of the weekend.

Meanwhile, various polls have Obama moving ahead of Romney in trial heats nationally. CNN has Obama over 50% and ahead by 5. Democracy Corps has Obama ahead by 4.


The question right now is simply whether things are just bad for Romney or bad for Romney with a chance of rain.

Post-Florida

Nobody really ever comes back from Florida, do they?

Gingrich will lose in Florida, the question is by how much? It is a bad sign that the most recent poll to include cell phones in their sample (NBC/WSJ) has Romney up by 15. I still think it won't be quite that bad and Gingrich will lose by 9 points or so.

Gingrich has life after Florida. He seems to lead in national polls (I still don't trust Gallup very much) and he seems to be tied or leading in other states like Arizona, Michigan, and Minnesota. A win in one or more of those states could help him get to Super Tuesday when some southern states vote that Gingrich could win. So what explains the disparity between Florida and the rest of the country? I've never quite bought into the "debates" argument. Everyone thinks the debates made Gingrich in South Carolina and broke him in Florida. But his movement was underway before those debates in both cases. And, if the debates were driving this, why wouldn't his numbers be moving similarly in other states?

I think it is the negative ads pounding Newton in Florida (and previously in Iowa) that are causing the movement there. Mitt can replicate this elsewhere. But it becomes harder to do on Super Tuesday.

All this is not to say that I think Gingrich can beat Romney in the long run. He can't. But he can make it last ... at least until baseball starts.