'04 vs '08
by Jerome Armstrong, Wed Oct 22, 2008 at 05:51:48 PM EDT
I ran across this 2004 post-election wrap by Bevan & McIntyre on RCP that is a good contextual read for this election.
This is basically your crib sheet for the final polls coming down the chute in the last 13 days. Except for that, when you look at what the top four '04 pollsters (Pew & Battleground/Tarrance, TIPP, CBS) are saying this time right now, (Obama +14, Obama +2, Obama +4, Obama +14), you realize that one or the other top '04 pollsters (and not just from these choices), unless they change, is going to be drastically wrong. The current range of national polls right now on RCP goes from Obama +1 to Obama +14; a 13 percent spread (the cumulative average is 7%). Compare this to 2004 the final poll, when the range was less than half what it is now, at just 6 percent.
And then, turning to the state polling, here's the best: Mason-Dixon, off by an average of 1.8% and right in 15 of 16; Rasmussen, off by an average of 2.1% and right in 15 of 16, and SUSA, off by an average of 2.1% and right in 13 of 14 states. Sticking with an average from these three pollsters for election day is a good bet. CNN/USA Today/Gallup was terrible in '04, as was Zogby, in the states.
But the takeaway for me is just how volatile the '08 polls are, both nationally and at the state level, compared with '04. In '04, doing a 'poll of polls' was a new thing, and I recall reading a lot of criticism of the practice from traditional pollsters, who said it was comparing apples and oranges. But then the results came, showing the practice proved quite on the money. It may be, that the reason it worked so well, was due to the underlying stability of the race, and the fewer battleground states in play.
There's no given, especially with more volatility, that a 'poll of polls' is going to work like it did in '04. In fact, it would seem sorta counter-intuitive, going back to the national polling discussion above, that the average is correct, and not the individual pollsters that nailed it, even though they are on opposite sides of the spectrum. Very odd.
I think that Obama is going to win handily, but let me play the 'devil advocate' for a moment (or as the low-edu commenters call "concern troll"), and look at how pollsters are coming up with such a tight race (those that are); because they are probably seeing something we don't, or are very very wrong. First, if you haven't read it, Survey Says... by Michael Crowley, on The New Republic, is a must-read.
I don't have the Battleground polling cross-tabs, but do have something from the recent GfK Roper poll out showing Obama up just 1 percent in likely voters. Here's how they got there:
First, they are showing that Latino voters, who are RV's, are not as likely LV's as are Black or White voters. The drop-off, from 14% to 8% LV among Latino voters is pretty sharp. But its not totally without ground, as Obama didn't have much to any appeal among Latinos in the primary, even though he does have very strong numbers now. Where this might hurt Obama is Florida (PPP says support there is soft), VA & NC have a growing demographic of Latinos who haven't traditionally voted, and the states of NV, CO, and NM. Here are their findings:

The second part is the RV to LV transition that happens. GfK Roper does have a stark drop-off among certain voting blocks, look at the graph:

Tallied up, the total respondents in this poll show a breakdown of 52-D, 27-R, and 13-I, but among LV's its 48-D, 44-R, and 8-I. As you can see, this type of methodology pulls out from the group traditionally found in Independents, those whom actually do lean to D or R in their voting habit (an excellent polling practice). What the graph basically shows is that the 'fired up and ready to go' Dems (us here), are the most LV of all groups, but moderate Dems and Independent Dems, who do probably support Obama, are found not as LV. If we take this at face value, why is this happening? Is it that Obama has convinced working and middle class voters to say yes in the polls (the debates), but that some (about 15-20%), regardless, are not as enthused about voting (maybe because they hear he's going to win via the polls)?
I've a NH'er poll friend that thinks the reason why Obama lost the NH primary was because a group of people thought Obama was going to win, and went ahead and voted McCain instead. What if in the GE they decide they decide its a given that Obama is gonna win, and don't vote?
Also, this poll finds Republicans of all stripes as strong LV's. Now this is something that has been hopping all over in recent polling, after a summer of showing a strong Dem tilt. This is probably the biggest wildcard, as Republicans have taken to not trusting the 'mainstream' media to such an extent that maybe they don't participate in polling as much (we know they don't in exit polling based on '04) as Obama supporters do (based on the '08 primary). I include reading of rightwing blogs (via memeorandum and buzztracker), and Obama is freaking them out (Limbaugh too). Fear is their organizing tool. They still love Palin (they blame the clothes $ on the RNC) too (though Palin probably isn't costing McCain an election he was likely to lose anyway, she arguably doesn't help him if this scenario above turn up nil).
That's a bunch of 'what ifs' above, and from my outlook it seems like Obama is going to win VA & PA, and that about wraps it up. It also seems though, that one of the two extremes is more likely to be correct. Either a blowout by Obama or a very close down-to-the-wire 1-2 state election margin. Up until the bank bailout and stock market crash, I thought the latter was going to happen, but right now the former seems much more likely-- a big Obama blowout. But the above poll shows the path to it still being a close race.
One other thing: early voting. Everything I read, even the Republican testimonial entries, show a surge of early voting above '04 levels, and higher than '04 levels of AA voting and Democratic voting. Yes, this may be due to that 19% of hardcore 'broken glass' Democrats above; but it might also be a group of Democrats that haven't been previously voting whom Obama engages to vote (Gallup's expanded numbers). The early Texas numbers are out, and it is off the charts. Across the country right now, this is the case. TEDM arriving.










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