Dueling Strategies

FWIW (and these type of posts often look wrong in hindsight) I'll offer here a post on the closing strategies, taking at it's face value the closing polls & candidate stops, and make an overview analysis. However, the weakness of Michigan explained in the extended entry stands regardless of the value of the strategic read of the EV map.

Markos on Daily Kos pointed out that the Kerry campaign's TV buy is currently ahead of the Bush campaign by a 18:13 ratio in Ohio, and a 17:12 ratio in Florida. Tad Devine pointed this out in a "state of the race" conference call that was held yesterday with the media. Tad made the same point a week earlier regarding Florida, which Chris had posted, so we can conclude that this is a two-week closing strategy for the Kerry campaign.

The established narrative is that the Bush campaign went into the RNC attempting to bury Kerry, 1988-style, during August; and came out of the RNC pumping Bush in paid media, which resulted in Bush having an overall lead in the polls clear up to the debates, when Kerry pulled even. You have to give the Kerry team credit for sticking to their plan and reserving their resources until the end, in order to dominate Florida and Ohio. It came at the expense of not being on the air much in Sept-Oct, sure, but currently, likely, at the expense of TV dominance in the lesser battleground states.

If you look at what states the 527 resources are going toward, at least for ACT & SEIU, over half of their many millions have poured into Florida, Ohio, and (to a lesser extent) Pennsylvania (the Big 3). And it's the same with other groups that get out the Democratic vote, like NDN and EMILY. The Kerry campaign has looked at this race as two-tiered. Ohio, Florida, and Pennsylvania in the first; Iowa, Minnesota, and Wisconsin in the second. Notice that Michigan wasn't mentioned.

It's been CW that if Kerry sweeps the first-tier, he wins. And if you are operating under the Kerry strategy of the two-tiers, it's true. If Kerry takes away the 2000 red states of FL, & OH, he just needs to hold onto PA to win. Kerry could lose IA, MN, WI, even NH & NM, even HI (Cheney must be scoping Hawaii out for retirement, cause this won't happen unless it's a Bush landslide), but even with all those going to Bush, Kerry would still have 271 EV's. But I didn't mention Michigan.

Given the Democratic dominance in Ohio and Florida, Rove had to find an alternative route to 270 (er, 269) for Bush-- one that didn't attack Kerry at his point of strength. That strategy, while still making Kerry hold the dominant advantage in OH & FL with a fight, is attacking another cluster of states beyond the two-tiers in the Kerry outlook. First, two additional points of strength for Kerry (Pennsylvania & New Hampshire); second, two (now apparent) soft spots for Kerry (New Mexico & Michigan).

Just paying attention to recent polling and candidate stops (which leaves plenty on the table), Kerry's strategy has left the southwest open (like the Red Sox with a three-run lead in the 9th, Pujols can steal second if he wants), and New Mexico's 5 EV's are now in Bush's column; PA & NH are still solid Kerry states; it's Michigan that's troubling.

Bush taking Michigan makes it possible for Bush to lose the Big 3, and still win. Bush, in winning NM & MI, would need to sweep those states (MN, IA, WI) identified above as Kerry's second-tier (Bush could garner a 269-269 tie by winning just WI & MN-- a 2-out-of-3 scenario).

The Democratic effort had to slip a bit somewhere by focusing on Florida and Ohio so intensively, and though Kerry has the advantage in the Big 3 states, Bush has opened up alternatives-- add MI to what's now the Big 4.

This was an opening that didn't need to happen. Michigan has come into view by Bush because of Kerry's weakness among Catholics. In Michigan, Catholics comprise about 5% more of the voting population than the rest of the nation. However (and this is likely underpolled), there is also about a 5% bump over the national average of Arab-descent voters in Michigan, which has flipped from being pro-Bush to now pro-Kerry by a lopsided margin. Oveall, the demographics seem a wash, and the fault isn't with Kerry's campaign.

We know ACT lessened their presence in Michigan, but really, who can fault their terrific effort to win Pennsylvania, Ohio & Florida. Especially when you consider that they follow the lead. Perhaps it's partly Granholm, who seems popular but lacks skills in party building and partisan strength? Perhaps, but I notice a more glaring problem that bloggers have pointed out over and over this cycle.

If there's a state where the DCCC totally caved to the Republicans, it's Michigan. Despite a 9-6 delegation advantage for the Republicans in this blue state, not a single Republican-held seat is being seriously challenged. The 7th, 8th, 9th and 11th are all CD's where Bush was held to 50-51% of the vote in 2000. Yet, not a single one of those has a top-tier Democratic opponent. Heck, not even one of them is amongh the top-70 contests being followed, and some of the Republican congressional members in Michigan don't even have Deomcratic challengers.

I am sure there are all sorts of reasons why this has happened from the DCCC's perspective, but that doesn't excuse the matter. irrc, John Dingell leads the Democratic delegation in Michigan, and he's failed mightily. Already having a lesser GOTV plan to other states, the federal down-ticket Democratic ballot in Michigan is not even close to par with those in any of the other battleground states. Rove has spotted the weakness, and is now exploiting it as an alternative to losing Florida and Ohio.

Tags: General 2008 (all tags)

Comments

35 Comments

No
Sorry, but I don't see Bush winning Michigan. Just stand firm and GOTV!
by pleunis67 2004-10-30 04:32AM | 0 recs
Re: No
Good, I'm not at all sorry with that outcome.
by Jerome Armstrong 2004-10-30 04:34AM | 0 recs
I really don't see real weakness in MI
Michigan is a banker, as they say in horse race betting circles IMHO:

Michigan  ( 17 Electoral Votes)
Results from 2000 Election: Bush 46.1, Gore 51.3, Nader 2.0  (Gore +5.2)  

Here are the most recent polls I got from RCP
I'm quoting Kerry / Bush

Zogby 26/9
46 / 48

Research 2000
50  / 46

Detroit News
46 / 40

Strategic Vision (Republican pollster)
47 /  47

Rasmussen
 51 / 46

Epic
49/ 43

Survey USA
51/44

Among the last 10 polls, only Zogby has ever said that Bush was ahead, and only Strategic Vision has even suggested that it is close.  Kerry/Edwards will win MI with at least 5 points

I remain a nailbiter about Ohio and Florida .... in both of which our GOTV and their capacity for fraud are the unknowns.   But in both of these the polling trend looks good.

by aruac 2004-10-30 04:34AM | 0 recs
Re: I really don't see real weakness in MI
Even Zogby's polls are promising.  They are four day tracking polls--Bush led by an average of 8% on Monday/Tuesday, and since the overall average for M-Th is 2%, that means Kerry was up by 6% on W-Th.   Michigan will turn blue in Zogby's polls this weekend, barring a Bush surge.
by feynman 2004-10-30 05:35AM | 0 recs
Re: I really don't see real weakness in MI
I agree with that.  Aside from Zogby, where's the hard evidence that MI could swing to Bush?  And with Zogby, you had those two days with huge Bush leads, like 48-40 and 54-44.  In addition, they followed immediately on the heels of two days with Kerry up 52-42!  So the electorate swung by double digits over night?  We're talking about a pretty small sample size each day, so there seems to be no reason to think that the main factor at play there is anything but statistical error.  
by Haggai 2004-10-30 05:51AM | 0 recs
Re: I really don't see real weakness in MI
What I love about this election is that its bringing out the inner Math geek in all of us.  I am a historian, and the kind that deals in qualitative data almost exclusively.  But over the last few months I've found myself going back to my old Stats training, and trying my hand at regressions and Chi squared analysis and "two standard deviations from the mean" etc. etc.
by aruac 2004-10-30 05:58AM | 0 recs
Re: I really don't see real weakness in MI
One more reason I don't expect the GOP to take MI.

The R's think I'm a 3 (totally undecided), but they haven't done anything to GOTV with me. That's understandable, because I live in a very BLUE precinct (well, and I'm the D precinct delegate, so if they did their homework, they'd stop thinking I was a 3). But I've been asking friends in republican areas, and there hasn't been much GOTV. There was a good effort to ID voters in the summer. And lots of local GOTV paid by developers. But no apparent GOTV from the GOP national campaign.

by emptywheel 2004-10-30 11:08AM | 0 recs
good job
Your analysis points out how very important Florida is to a Kerry win and although possible it is not a sure thing.

I think that you are right about DEM strategy.  It makes the most sense to go for the big three.  At one point, when the upper midwest was blue, Kerry only needed Ohio and PA--which he then locked up.  But as the upper midwest started slipping Florida becomes so very very important.

UBL video may help Bush in the upper midwest-where he needs it the most.  Seeing UBL on tv  reminds me of why I hate Bush.  The video will rally the base for both.

I think if Kerry can win the big three he will take enough of the others to win it all.  Although like you point out it is possible I don't see Kerry losing if he wins Ohiio, Pennsylvannia and FLorida.

I am going to Broward COunty tomorrow.....

by mom in baltimore 2004-10-30 04:37AM | 0 recs
Fox and Battleground Polls
Just reviewed the internals for the Battleground polls. From the % of Dems, Rep and Ind, when you normalize to 2000 exit poll for Pary Id (.39D, .35R, .27I) the Fox poll becomes B47.5 and K47.4 - a virtual tie. Didn't even bother to calculate the Battleground numbers because they are a joke. The party id's distribute as 25% Dems, 36% Rep and 26% Ind.

Fox internals: Bush garners 92%rep, 8%dem and 45%Ind. Kerry garners 6%rep, 86%dem and 44%ind.

by meliou2 2004-10-30 05:08AM | 0 recs
Don't forget the Unions
The national household ave for union membership is something like (give or take a few points) 24%.
Michigan is over 40%. The unions have a massive GOTV effort. So massive that ACT left the state last month because they figure their effort was being duplicated.
by Dougyg 2004-10-30 05:26AM | 0 recs
MI from the 7th perspective
The Battle Creek area is a 50-50 area, although the Dems aren't always in the strongest position to take advantage.

You're correct that the primary was a joke; the stars that could pull this one off (even against McCain wannabe Joe Schwarz) are all focused on State Senate/House races. Go figure. The current candidate has blown off any party assistance, has raised so little money she isn't filing reports and uses business cards as the only advertising strategy. Needless to say, the major unions didn't help by supporting the republicans from day one (we were told that its all part of a chess game).

That said, I've been doing GOTV among weak Dems/Repubs and Indys and they've all been breaking to Kerry in a big way. The Bush supporters aren't shy, there just haven't been that many. We also had an overwhelming turn out for precinct poll watcher/challenger night. So in this forgotten corner in the middle of the State, things are cautiously looking OK.

by MH 2004-10-30 05:42AM | 0 recs
Re: MI from the 7th perspective
Keep up the good work!  

I am doing GOTV and poll watching in my capacity as an attorney.  However, I live in Texas, so its an uphill battle with the ridiculous redistricting.  

by agpc 2004-10-30 06:00AM | 0 recs
Re: MI from the 7th perspective
Back from more GOTV. It is windy in Michigan today- the kind of wind that blows yard signs over and down the street.

The focus was door to door lit drop at any house that didn't have a BC04 sign so the results were a little more 50-50. But it was door to door, so our lit was wedged tightly in any door handle.

As I'm walking along, a black Dodge (why are they always black) is zipping along mailbox to mailbox with a grab bag of repub lit.
Needless to say the neighborhoods are a swirl of leaves and repub lit as good ole mother nature rips those bags from the mailboxes...

by MH 2004-10-30 12:11PM | 0 recs
I'd like to see Michigan...
crawling with GOTV workers for our side, if it would put the nail in Bush's electoral coffin. I don't know how worried to be--consensus polling seems to say, "Not much." But I admit I know little about what's really going on there. Jerome's right that we shouldn't have taken Michigan for granted, just for insurance.

On the other hand, while if it works Rove will claim he masterminded the Bush Michigan strategy two years ago, it seems just as likely that this is a last-stand play cooked up over the last few weeks. During Bush's presidency through the summer, he's spent as much time in Ohio, Pennsylvania, and Florida as he's been in Texas. Maybe more. That suggests he really, really wants those states in his column. If he's been driven off them, or hasn't put them into the bag enough to have confidence by now, a play for Michigan (and Hawaii, to make up for New Hampshire) may be what's left to him. If we could mosh Marshall Mathers through Detroit a few times, I'd feel better. Or the Big Dog. Something to push back on Bush--might have to leave that to Granholm and the home guard.

by Brian CB 2004-10-30 06:37AM | 0 recs
Re: I'd like to see Michigan...
Bush has been to MI almost as many as those other states. Probably more than IA, MO, WI, or MN. So he has been working it for a while. I just think he didn't count on losing the Arab-American vote.
by emptywheel 2004-10-30 11:21AM | 0 recs
Re: I'd like to see Michigan...
"I just think he didn't count on losing the Arab-American vote."

The genius of Karl Rove at play again.  What's a Pres gotta do these days to keep people's loyalty?  I mean, you pass the Patriot Act and unleash John Ashcroft on them, you cart people off to Gitmo with no judicial oversight, you stay out of a horribly violent plunge of the Israeli-Palestinian conflict in between high-profile instances of solid support for a Likud government, and then you invade a huge Arab country on false pretenses before fucking up the occupation, all the while turning a blind eye to rampant torture in US military prisons.  I mean, what do these Arab-Americans except?

Arab-American voters: Well, we didn't expect the Spanish Inquisition.

Rove: NOBODY expects the Spanish Inquisition!  Our two--three--main weapons are fear, surprise, and a fanatical devotion to Bush...    

by Haggai 2004-10-30 11:39AM | 0 recs
Re: I'd like to see Michigan...
Just to comment on the GOTV in Michigan...I'm originally from the Grand Rapids area, but live in LA now, so I decided to fly in to GR last Sunday to help out with the campaign this week.  I have been phone banking all week long, and there have been probably 10 - 20 other volunteers there as well each day and night to phone bank and some more canvassing which is pretty good in itself.  

But today I went in at noon to canvass and a swarm of volunteers had descended on the headquarters to canvass and GOTV - the turnout was incredible, people were lining up to get assigned to a precinct, and the staff at the office was definitely surprised by the high turnout - I'm sad that I have to head back to California tomorrow, but I am thrilled to see all the new volunteers this weekend.

And from my canvassing experience, we definitely have some solid support for Kerry in the area - and a portion of it is coming from Republican switchers.  Keep in mind, West Michigan is certainly one of the most, if not the most, conservative region of the state, and although the area may not go for Kerry, I think we will get an increase in support from what Gore got last year, which is what we need to guarantee the state.  So if the GOTV in this area today is anything like in other areas, and continues for the next 3 days, I think Michigan will definitely be blue.

by kateski19 2004-10-30 08:54PM | 0 recs
I'm in Michigan, it's not blue yet...
Please, if you live in Michigan, report immediately to your local Democratic office, they need volunteers, espescially on election day. We should win here, but nothing's ever guaranteed and the polling here is weaker than it was a week or two ago. Both campaigns have suddenly started coming back here, and TV is flush with Bush ads. Bush is trying to take Michigan under the radar, so don't get complacent.
by fwiffo 2004-10-30 07:21AM | 0 recs
If Bush thinks he can win Michigan
he's dreaming.  No effing way.

Michigan has lots of blue and red counties.  We're very polarized.  But the Detroit urban/Wayne county Democratic base is very strong and very motivated.  That's where Rep. Conyer is.  I'm in nearby Oakland County, which also usually goes Democratic, even though it's one of the richest counties in the country.  Large minorities (black, Arab, some hispanic) in both counties.  The third urban county near Detroit is Macomb, which tends Republican, but I think the support there is softer; the Dems are fired up.  Btw, our economy sucks here.

My rep is Sander Levin, Democratic.  Both senators, Carl Levin and Debbie Stabenow, are Democratic.  

Our governor is Democratic, although saddled with a reactionary Republican legislature.  I believe the youth college vote in both the capitol, Lansing, and in Ann Arbor, will be massively motivated to defeat Bush. (MSU and U of M)

Grand Rapids is the Republican area, as well as counties west of the state and north, though the north is less populated.  That's Bush's base.  But the only reason that Michigan has gone Republican ever in the past is because we used to have a moderate Republican party and a good Repub Gov Miliken, and former President Ford was popular; we do have a lot of swing/independent voters.  But the polarization this year will not help Bush.

The Democratic Party in Michigan put its energy into the State Legislature.  I don't think it would be that feasible to gain House of Rep seats in Wash and the attention was better spent on local state races.  

I can not imagine Michigan going red in today's climate.  Bush is scrambling for straws among his base.  Kerry is coming to downtown Detroit on Monday and believe me, it will be massive!

by marjowilson 2004-10-30 07:30AM | 0 recs
Re: If Bush thinks he can win Michigan
btw, Eminem is our homeboy

WE WILL MOSH THROUGH THE MARSH

by marjowilson 2004-10-30 07:34AM | 0 recs
Re: If Bush thinks he can win Michigan
Yeah, I keep wondering, what if Eminem started wandering 8 mile for the next few days? He ought to have as much an effect as Clinton. And we know he has the message right.
by emptywheel 2004-10-30 11:23AM | 0 recs
Re: If Bush thinks he can win Michigan
So, have you volunteered yet?
by fwiffo 2004-10-30 07:53AM | 0 recs
I've been making GOTV calls from home
and working on election day to defeat the gay rights ban.

I know it's not much, but I'm also active on emails and with people I know.

okay?

by marjowilson 2004-10-30 10:46AM | 0 recs
GOTV
In the Detroit area like MAD, and keep up the pressure in the rest of the state, and it will fall our way.  Maybe Michael Moore in Flint on Election Day???
by dmsdbo 2004-10-30 07:48AM | 0 recs
Bush in Michigan
I live in Michigan and I can assure you that Bush isn't going to win Michigan.  All you have to do is look at the fundamentals, particularly the unemployment rate, which went up .3% in the last month. alone  Michigan is really suffering economically.  There's simply no way a state that went for Gore in 20 is going to swing to Bush under these conditions.

The only pollster reporting a Bush lead is Zogby, and is dily tracing poll for Michigan has gyrated from one extreme to another in a very short time.  My guess is that his methodology, for whatever reason, isn't working in my state.

In any case, I know what I see on the ground, and that's Kerry taking Michigan.

by maxwell 2004-10-30 08:06AM | 0 recs
Michigan
Bush will never win Michigan ...You wait till election day...Kerry/Edwards will win it in a blow out...
As for Ohio and Florida...I truly believe we will pull those out...Ohio by about 3% and Florida about 2%...
Don't believe the hype about Pennsylvania, NH, or Iowa...I think we're strong in those states..
Wisconsin is a wild card but I think people all acroos the country are going to take a long hard look at their lives this weekend and realize that the real people among us aren't doing better than we were 4 years ago...
GOTV...
In the words of Eminem...MOSH NOW OR DIE!!!
by joedemocrat 2004-10-30 08:17AM | 0 recs
Michigan Tied?
My first reaction to the reports that Michigan was tied or even close was to disbelieve it.  But the reactions of both campaigns suggest that it is true.

With Kerry/Edwards putting out a modified NAFTA position, with unemployment being what it is, with manufacturing jobs leaving, with the Arab-American swing toward Kerry, and with the other domestic issues that one would think would swing a midwest state away from Bush, this state should not be close.

Does anyone in Michigan have an explanation or theory on this?

Does the large Arab-American population generate a "anti-terrorist" reaction to THEM?

Is there some other issue or Bush/Cheney policy that resonates there?

Losing Michigan?  How could that happen?

by James Earl 2004-10-30 09:21AM | 0 recs
Re: Michigan Tied?
Dunno... I don't think it's tied here, but I'm not so confident that our lead is large that I would be getting complacent. We should win here, but it's not an automatic like I thought it would be a few weeks ago. Again, I put out a plea that anyone who can please help with GOTV efforts here.
by fwiffo 2004-10-30 09:35AM | 0 recs
Re: Michigan Tied?
unions and minorities are strong here for Dems.

The only Repub strength is with white fundies and uninformed insulated whites.  IMHO

by marjowilson 2004-10-30 10:50AM | 0 recs
Re: Michigan Tied?
Careful, Kerry is only polling 55% of the union vote. That's plenty of blue collar guys to vote for Bush's "protect America" stance.
by emptywheel 2004-10-30 11:25AM | 0 recs
What about Minnesota?
If Kerry takes the big three, PA, OH, FL, then Bush will need MN, because it doesn't look like he will get IA.
by epistemology 2004-10-30 09:48AM | 0 recs
The love for MI
I've been calling with MoveOn to Clawson-Royal Oak area and it's been positive with much love for Kerry.

But there seems to be some problems with the K-E campaign with the Arab-American community. I've heard some grumblings from friends in Dearborn and also The Nation had an article recently about it.

The GOTV is huge for Michigan, as Bush is working Kent and Ottawa counties. Kerry's campaign saw what was happening, I think, and will be back (with Stevie Wonder) in downtown Detroit.  

Overall, I think Kerry carries (barely) in Michigan, as the union effort has been huge. I know of a dozen or so people that this is their first ever time voting...all for Kerry. And yes, that is why ACT pulled out, because the union effort was duplicative.

by naniwa 2004-10-30 11:05AM | 0 recs
Re: The love for MI
I'm not so sure about the union work. I'm in A2, and though we're working closely with Dingell (and therefore the unions) I'm not sure how much the unions are actually DOING. For example, we were expecting a bunch of union guys to drive our flusher vans. But they fell short and we've had to fill in with other folks.

Suffice it to say I've been at several CD-wide GOTV meetings, and I haven't seen many union members.

by emptywheel 2004-10-30 11:27AM | 0 recs
If Bush were to win Michigan
that would have to be the mother of all ironies. Send Michael Moore back home and let him get to work.

Nice post Jerome!

by rob 2004-10-30 05:14PM | 0 recs
Michael Moore can't go home
Otherwise he'll get arrested for giving out clean underwear and ramen noodles ;-)
by claw 2004-10-30 07:15PM | 0 recs

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