Monthly Archives: February 2016

Lessons from the Iowa Caucus

Increasingly, I feel the need to declare my position on the candidates before commenting on the process, because, increasingly, the conversation has become one of comparative litmus tests. So, here’s the deal on that: I like Clinton and Sanders both, and I like each of them for both overlapping and different reasons. As a life long Democrat I’m glad to see such good candidates running. I will decide whom to support in the Minnesota Caucus some time after I walk into the building, most likely. Then, later, I will decide which candidate, if any, I might work for during the time between our caucus and the convention, though most likely it will be neither. I don’t have a lot of money to donate to anything, but so far I have split my financial support evenly. After the convention (or a bit before if there is a clear winner a priori) I will do everything I can to move the chosen candidate into the White House, while at the same time working on my Congressional District and state wide races or issues.

The first thing we learned from the Iowa Caucus is that Bernie Sanders is a viable candidate who can win. I didn’t doubt that before, but his showing in Iowa, a statistical tie, demonstrates this. This is not really too important in the big picture, partly because it simply reifies what was already known, and partly because Iowa (and New Hampshire) provide only a part of information needed to think strategically about the process. The way things are set up, we really won’t know until Super Tuesday, I think, how the two candidates stand. South Carolina may tell us something about the alleged demographic disconnect that favors Clinton over Sanders, and Nevada may show us if Unions matter in this election, and who they matter to. But from that perspective (Iowa, New Hampshire, South Carolina and Nevada) it will be very difficult to predict Super Tuesday’s outcome.

But, here’s the thing: Bernie supporters who have shown a great deal of angst and jitteriness, to the point of sometimes acting inappropriately for a Primary, can relax a bit now. Your candidate is for real, we all know this. And best of luck to you and to us all.

At the same time, Clinton supporters who may have viewed Bernie as an anomalous inviable insurgent now know that isn’t true. This should have been obvious all along, but for the doubters, stop doubting.

The second lesson is a bit more complex. On one hand, Clinton should have done better in Iowa, given the demographic match up. This puts Clinton on notice. Every campaign is like a herd of bison moving across the plains, with each bison being unique and likely to go in any of several directions. The efficient campaign tends to ignore the bison that are going in the “right” direction (for that campaign) and focus on those that seem likely to stray. I think Iowa demonstrates that some of Clinton’s bison need to have a good talking to.

On the other hand, the Sanders campaign makes the point that the #FeelTheBern surge will not only carry Sanders past the demographic disconnects he faces, but that it will sprout a long and stable coat tail to bring Congress with him. Did going from an obscure(ish) Senator from an obscure(ish) state to nearly besting The Anointed One (for good reason) in Iowa constitute a Bern-Surge? Or was it not enough? The turnout in Iowa was pretty good, but it was not Obama-esque. To the extent that Obama’s 2008 campaign is a model for a 2016 Sanders campaign, something is lacking here. This may or may not be important.

One test of the surgosity of the Sanders campaign may be South Carolina and Nevada. He is unlikely to win in South Carolina and Nevada is obscure. But if he does way better than expectations, that might mean that the surge if getting fueled (by itself, as surges do). I suppose New Hampshire could also be an indicator. Sanders will likely win that state. Not because New Hampshire and Vermont are clones — they are very different. But because among Democrats, Sanders will be seen as something of a favorite son. (New Hampshire and Vermont share a long border, but most cross-state interconnections, I think, are: Vermont-Update NY, and Vermont-Berkshires/Pioneer Valley, MA; and New Hampshire-Greater Boston Areas.) In any event, if Sanders does better than X percent over Clinton in New Hampshire, that could be a post-Iowa surge-fueling effect. X is probably around 12% .

On the Republican side, there are more lessons than I want or need to discuss, but I’ll mention two. First, as per this item, no matter how out of the box some of this year’s campaigns seem to be (i.e., Trump’s celebrity approach), the political process is a real, living entity that can’t be ignored. Trump risks loss for doing so.

See: Dark Money by Jane Mayer

The other major lesson, I think, is that the field is now much smaller than it used to be. I’m not sure if any of the bottom tier candidates can recover, however, New Hampshire might bring one or two back into the race. But right now, it is looking like Trump-Cruz-Rubio. I’ve seen some convincing commentary that Cruz is actually not viable long term. I don’t know if I believe that, even if I can hope it to be so. So, the Trump Will Burn Out theory says that Rubio is the GOP nominee, and based on overall patterns, likely the next President unless the Democrats pull their heads out of each other’s butts and start focusing on the end game. I suppose it could be worse.

Trump is going to lose the Iowa Caucus, and here’s why

As of 8:45 or so PM:

Cruz 28.9 Trump 25.6 Rubio 20.8

I’m privileged to live in Minnesota, which is Iowa’s neighbor and thus not so different from Iowa, except our college football teams are better.

And it isn’t just the corn, but also, the caucus. We do that here too. Our caucus system is similar enough to Iowa that one can have a sense of what goes on over the border just with some local experience.

So let me tell you a story. I volunteered one day to help out a friend with a local campaign. The idea was to show up at the local VFW post and engage in a caucus to determine a DFL (that’s what we call Democrats in Minnesota) candidate for a local election. I met the candidate and the other volunteers in the parking lot, and coffee was passed around. As we stood around sipping our coffee, the other candidate’s team showed up, parked their van with that candidates name on it near the door, and attacked the VFW hall in the prescribed way. They plastered signs up everywhere, and positioned themselves around to meet and greet everybody who walked into the hall, giving them literature and buttons.

I asked the person who seemed to be in charge of our team where our signs were, suggesting that we needed to get in there and take some wall space before it was all used up. The response, “Well, people shouldn’t really be picking a candidate on the basis of signs, but rather, on where they stand on the issues.”

A little while later, I suggested that we get in position around the entrance ways and by the food table and bathrooms and such in order to hand out buttons and literature. “We didn’t make any literature, but here’s some buttons, if you want to hand them out. It shouldn’t really matter, though, our candidate is so much better that we don’t need to do that.”

A little while later each candidate got to make a speech outlining their respective positions. My candidate was indeed way better. Articulate, intelligent, made sense. The other candidate mainly talked about her inexperience, and how she didn’t really want this job but her neighbors talked her into it.

Then the process started. We were creamed. We got something like single digit support.

Why?

No signs. No buttons. No literature.

Here’s the thing. A caucus is a commitment of time. It takes a few hours. The majority of caucus goers are party activists or people otherwise motivated to spend a few hours in a confusing and sometimes frustrating environment. There are elements to the caucus process, at least in Minnesota, that seem to be designed to weed out the less committed or interested individuals, such as votes on who should be in this or that job that nobody ever even heard of, or resolutions that everyone already supports, etc.

So when you get a room full of activists and they are trying to decide who to put up for election, what do they base that decision on? Well, first, they eliminate the candidates that are simply untenable. At another caucus a few years ago, a candidate who would be running against Michele Bachmann got up and explained that she was the best DFL candidate because she was anti-abortion and anti-gay marriage and such, and so she was the only Democrat that could get those votes away from Bachmann. The room remained silent as she exited the stage, and not another word was said about her. (That is the modern day Minnesotan method of drawing and quartering someone.)

Once the untenable candidates are suitably ignored, we then get to the number one actual question we must ask of this candidate: Can this candidate win?

In a general election, it has been suggested that lawn signs and such matter little. Everybody knows that most of the literature ends up in the recycling. In fact, too much lit can annoy people. Campaign buttons don’t do much either, because once you’ve handed them out most people will not wear them again. None of that really means much in a general election.

But in a caucus it means everything. These are signals a candidate sends out the the activists indicating that they have a clue as to how the process works. I know this does not make much sense at first, but then again, the giant schnoz on the front end of a male elephant seal does not make much sense either. Nor does the giant tail on a male peacock, which mainly serves to make it hard to get away from predators. But these are signals sent out to indicate not too indirectly some aspect of quality.

Sexual selection in animals often causes the evolution of traits that make no sense in most contexts, but end up serving as honest advertisements of some innate quality that females will prefer. Union printed wall and lawns signs, literature and buttons, and having a lot of volunteers standing around clearly identified as working for a given candidate are honest indicators of seriousness, ability, knowledge of the process, support, and so on.

At the local caucus for my friend, the activists saw a candidate that knew the ropes, and a candidate that did not. They picked the one who sent out the proper signals, even though the choice based on positions, speaking ability, etc. should have gone the other way.

Why will Donald Trump lose the Iowa Caucus?

The word on the street in Iowa is that the Cruz campaign is running a tight and effective ground game. They have all the parts. People have arrived from hundreds of miles away to phone bank and door knock … having someone at your door telling you they just drove in from Montana to visit their grandmother in the ancestral Iowa home, oh and caucus for this candidate please, is effective.

Meanwhile Trump is not letting the press near or in the local headquarters. They are playing the ground game totally differently, more like the run up to the latest greatest reality TV show. Trump is inviting random children to tour his private plane. His daughter made a video on how to caucus, as though anyone in Iowa needs to know how to caucus. In short, Trump is sending almost none of the proper signals, and if anything, is sending bad signals. Iowans don’t care about someone’s private plane and they don’t need to be told how to do their jobs.

Iowans, today, will see on the news Cruz’s machine pulling out all the stops and doing all the things. They will see some dude in the parking lot outside of the blacked out windows of what appears to be Trump’s headquarters saying that they have no comment about anything, asking the press to go away. Caucus delegates who might have been leaning towards Trump will caucus instead for someone else, most likely Cruz. And Cruz will trounce trump.

That’s my story and I’m sticking to it. For now. I’ll delete this post in shame if I’m wrong. Which is a distinct possibility. Becauase you never know with a caucus…

Who Won The Iowa Caucus 2016? (Final)

UPDATE (Tuesday Morning):

In the Democratic Caucus, Hillary Clinton beat Bernie Sanders by an amount so small that the caucus results have to be regarded as tie.

Clinton: 49.86%
Sanders: 49.57%
O’Malley: 0.57%

Lesson learned: Those who caucused for O’Malley for ideological reasons, knowing he could not possibly win, account for a larger percentage of the overall caucus than the difference between the top two contenders. If most of those O’Malley voters would have been Sanders voters had O’Malley not been in the race, then they effectively Nadered Sanders.

Ted Cruz won the GOP caucus.

Cruz: 27.7
Trump: 24.3
Rubio: 23.1
Everybody else: Less than 10% each
Fiorina, Kasich, Huckabee, Christie, Santorum and Gilmore got zero delegates.

UPDATE:

CRUZ is the winner in the GOP caucus.

For the Dems, at this moment it is too close to call, but with just over 90% of the precincts reported in, Clinton is ahead of Sanders by under 1%.

To give you a feel for the last hour or so, here’s some data:

DEMS at 8:35 Clinton 50.8, Sanders 48.6
DEMS at 8:42 Clinton 50.9, Sanders 48.6
DEMS at 8:45 Clinton 50.7, Sanders 48.7
DEMS at 8:55 Clinton 50.5, Sanders 48.9
DEMS at 9:00 Clinton 50.4, Sanders 49.0 About 70% reporting.
DEMS at 9:13 Clinton 50.3, Sanders 49.1
DEMS at 9:20 Clinton 50.2, Sanders 49.2 – 1% difference, c/ 85% reported
DEMS at 9:31 Clinton 50.0, Sanders 49.3 0.7% difference
DEMS at 9.34 Clinton 50.0, Sanders 49.4 0.6% difference
DEMS at 9:38 Clinton 49.96 Sanders 49.38 86.79% reporting
DEMS at 9:42 Clinton 49.96 Sanders 49.39 87.69% reporting
DEMS at 9:44 Clinton 49.92 Sanders 49.44 88.64% reporting
DEMS at 9:52 Clinton 49.80 Sanders 49.56 89.53 % reporting
DEMS at 9:57 Clinton 49.80 Sanders 49.56 89.65% reporting STALL
DEMS 10:01 Clinton 49.84 Sanders 49.53 90.01% reporting REVERSAL
DEMS 10:03 Clinton 49.80 Sanders 49.57 90.48% reporting SWTICHBACK
DEMS 10:09 Clinton 49.84 Sanders 49.53 91.26% reporting REVERSAL
DEMS 10:13 Clinton 49.84 Sanders 49.53 91.43% reporting STALL
DEMS 10:14 Clinton 50.15 Sanders 49.32 91.73% reporting REVERSAL
DEMS 10:22 Clinton 50.15 Sanders 49.32 92.5% reporting STALL
DEMS 10:27 Clinton 50.15 Sanders 49.32 92.8% reporting

UPDATE:

We still don’t know, but …

Trump and Cruz started out the evening in a real horse race, but for the last 50 minutes or so Cruz has been ahead by a few points (currently 29.7-26.6). It may be the case that my prediction, which no one believed I might add, will come true.

See: Dark Money by Jane Mayer

Meanwhile, I hear reports from college enclaves that Sanders is doing really well, in the order of 2:1 over Clinton. But state wide the evening started out with Clinton well ahead and holding (ca 52-47%). But over recent minutes, that gap has been narrowing. As of this writing the spread is 51.0-48.4%. I don’t know the exact percentage of precincts reporting so far, but it is a lot, possibly well over half.

So, so far, it looks like this may be Cruz and Clinton in Iowa. But things could change.

We don’t know yet! But I will post what I know here when I know it. Meanwhile, you might want to follow live results, which will not be available until evening Monday 1 Feb, here:

Live Results Iowa Caucus

Meanwhile, we can speculate on who might win.

Who will win the Democratic Iowa Caucus?

Recent polling has shown that Clinton has been in the lead, by a substantial but shrinking margin, util recently. Then, Sanders caught up and about two polls back the two candidates were in a statistical tie. The most recent poll, by Emerson, covers January 29th through 31st, and shows Clinton advancing beyond statistical dead heat with an 8 point lead. Recent analysis by the Des Moines Register and others suggest that both Clinton and Sanders are well liked by Iowa Democrats, but Clinton may have some stronger numbers in her base.

In my view, it is too close to call; There is no obvious likely winner. Having said that, if I were to bet five bucks I’d bet on Clinton winning. I would not take a bet for more than five bucks, though.

If Sanders comes to within a few percentage points of Clinton, he still “wins” (as does Clinton) in a way because he meets expectations. If the spread is greater than 8 or 9 point, whoever wins wins big because they exceed expectations. That’s just my opinion, of course. In the end, a close result simply confirms that the Democrats have two viable candidates.

It is also possible that O’Malley will surge. The way the caucus system works tends to X-out candidates that are very low in percentage point. If O’Malley does better than that, he will have exceeded expectations and interesting things could happen.

Who will win the Republican Iowa Caucus?

Trump has been ahead all along, but he has fallen into a statistical dead heat with Cruz over the last few polls. A Trump loss, even by a little bit, will probably be seen as falling below expectations. A Cruz win will probably be seen as surpassing expectations. Rubio is not far down in third place. If he finishes second, or even a very close third, that will be meaningful.

ADDED: News is that Cruz is playing a very intense ground game in Iowa, and Trump is not. Trump is relying on an entirely off the books strategy, which seems to consist of, well, being Donald Trump. This makes the outcome of the GOP Caucus even more interesting. It suggests that if we live on Normal Earth, Cruz will surpass trump, because they are very close but the ground game wins it in Iowa. If, however, we live on Bizarro Earth, Trump’s alternative strategy will not only keep him ahead but possibly propel him even further .

By the way, it is generally true that whoever wins the Democratic Iowa Caucus ultimately wins the nomination, but I’m pretty sure that is less of a certainty with the GOP Iowa Caucus.

Stay tuned, and thanks, Iowa, for your electoral service!