The Trump Derby

As an eager nation awaited his learned opinion, Trump finally weighed in on the Kentucky Derby controversy:

The Kentucky Derby decision was not a good one. It was a rough & tumble race on a wet and sloppy track, actually, a beautiful thing to watch. Only in these days of political correctness could such an overturn occur. The best horse did NOT win the Kentucky Derby – not even close!

– Donald J. Trump, May 5, 2019

I presume Maximum Security will soon be invited to the White House for a McDonald’s feast (okay, maybe a DQ feast) with burgers made entirely from cousins of Country House.  Loser.  Probably an immigrant.

I was originally going to opine that Trump could maybe find something better to do as, you know, the leader of the free world.  Upon reflection, though, I am now convinced that Trump should be encouraged to spend every waking moment tweeting his expert opinions on all of the major issues of our time.  Here’s just a few possible starting points that could keep him occupied:

  • The Night King was robbed. White walkers were good people. Sad! The AG should investigate Arya now! Cersei reminds me of Ivanka. She screwed her brother and that’s hot!
  • The Avengers are socialists. Thanos was right! Dusting half of the population is even better than a wall! He just didn’t dust the right half. Loser. Needed Trump.
  • If Aunt Becky gets convicted of a “crime” I’ll pardon her. The whole point of having money is to buy things poor people can’t! My Dad bought my Wharton degree. No big deal.
  • Steph Curry is so overrated. I’d have made that dunk. Easy. My dunks are the best. Nobody dunks better than me. Ask anyone.
  • Coke or Pepsi? The Trump 2020 campaign is in full swing. Who wants a Medal of Freedom?

 

2020 First Look – The Senate

Technically, the 2020 Senate map favors Democrats.  It just doesn’t favor them enough.

While it’s still very early and candidates are still unknown in many states, an initial look seems appropriate.  If Democrats manage to retake the White House, they’ll need a Democratic Senate to do much of anything.  If Democrats don’t beat Trump, a Democratic Senate could at least limit the damage.

Democrats need a net gain of 4 seats to take definitive control of the Senate (or a net gain of 3 seats if Democrats win at the top of the ticket).

In 2020, Republicans will defend 22 seats and Democrats will defend 12 seats.  By my count, however, only 14 seats are at all competitive – 9 Republican and 5 Democratic.  Since 12 of the 14 seats are in swing states, there will be massive synergy between the Presidential and Senate races.  A strong Democratic ticket could certainly help Democratic Senate candidates; a mediocre ticket will be a disaster all around.

Here’s my current Senate breakdown, more or less in order of a possible Democratic win:

The details aren’t at all good:

  • The seat most likely to flip is currently held by a Democrat.  It would take a minor miracle for Doug Jones to retain his Alabama Senate seat.  Democrats’ best bet is for Roy Moore to again be the Republican nominee and it’s doubtful Republicans will repeat that mistake.
  • Democrat Tom Udall isn’t running for re-election in New Mexico which puts that state more in-play than it needed to be.
  • Democrats failed to recruit 6 (SIX!) of the best potential candidates to unseat Republican Senators.  Beto O’Rourke passed in Texas, Stacey Abrams passed in Georgia, Tom Vilsack passed in Iowa, John Hickenlooper passed in Colorado, Susan Rice passed in Maine, and Kathleen Sebelius passed in Kansas.
  • Democrats have yet to field solid candidates in two of the most flippable races (Colorado and Maine).

Unfortunately, I could go on.

There is a bit of not-bad news:

  • Mark Kelly, former astronaut and husband of former Rep. Gabrielle Giffords, is running in Arizona.
  • Amy McGrath, possibly the best qualified candidate to lose in 2018, looks likely to run in Kentucky.
  • MJ Hegar, another well-qualified candidate that lost in 2018, is running in Texas.

To take control of the Senate, my initial analysis says that Democrats need to:

  • Successfully defend 4 of the 5 in-play seats that they currently occupy.
  • Flip all 3 toss up seats.
  • Flip 1 or 2 seats that currently favor the GOP (depending on who wins the White House).

That’d be an uphill climb with a great set of candidates.  Without superstars, it’ll be more like free soloing at night.  At this point, Democrats will be lucky to not lose even more Senate seats in 2020.

That’s just embarrassing.

A Targeted Campaign

In a previous post, I suggested that each of the 2020 candidates for president be required to state and defend the Electoral College math that they intend to use to win the general election.  It’s far too easy for a candidate to win the nomination with no prayer of winning the election.

Lo and behold, one candidate’s campaign manager made such a statement yesterday.  Unfortunately, it was Trump’s campaign manager.

Brad Parscale, who served as Trump’s digital media guru in 2016, shared that the Trump campaign will target all of the states that Trump took in 2016 and then additionally target Colorado, Nevada, New Hampshire, and New Mexico – with a stretch goal of adding Minnesota.  Those are five of the seven states I previously identified as only “Likely D”.  The five extra states combine for an extra 34 Electoral votes.

Sure enough, Trump does have a chance of winning in every state he’s targeting and no chance of winning in any of the 14 “Safe D” states.  Of course, Parscale hasn’t yet revealed a strategy for how they’ll win in these five new states.  He also skips over the hard task of repeat wins in the six 2020 “Toss Up” states and the slightly easier task of again winning the five “Likely R” states.  But that’s just political spin.  Parscale expects to lose some “Toss Up” states and he needs some cushion.  The math just isn’t that hard and it appears that Parscale knows it.

It sure would be nice if I could say the same thing about a Democratic campaign.

Mueller Revisited

Everyone has an opinion on the Mueller report.  I waited a bit to share mine since I wanted to seriously consider the content.

I did think it important to actually read the report.  Not the Attorney General’s summary.  Not pundit takes on any side.  The report itself.  It’s a long, hard read and it has significant redactions.  But it is fascinating.  Congress absolutely needs to see the unredacted version, but even what we have seems to make a few things abundantly clear:

  • Mueller was extremely conservative in his approach, but he did his job.
  • AG Barr’s “summary” of the Mueller report wasn’t just misleading.  It was wrong.  I fully expected Barr to spin things as best he could.  He’s a conservative Republican in the Trump administration.  However, I would have never expected him to be so patently partisan.  His previously solid reputation took a huge hit.
  • While the report found no legal basis for charges of criminal conspiracy against Trump, Mueller absolutely found evidence of corruption and collusion with Russia.  It’s just that none of what he found (beyond the numerous indictments already made) rose to the legal level of criminal charges beyond a reasonable doubt.  However, Mueller did lay out the case for further investigations based on the lesser standards required for impeachment or, more importantly, in the realm of public opinion.  Despite constant denials of Russian interference in the 2016 election, the Trump campaign was aware of such interference, saw no problem with it, and gladly accepted it.  Those actions may not have met the legal definition of criminal activity but that doesn’t mean it was acceptable behavior in a democracy.
  • Most importantly, the report did NOT clear Trump of obstruction of justice charges.  On the contrary, the only reason Mueller didn’t indict Trump for obstruction was Mueller’s strict adherence to a questionable DOJ policy that a sitting President can’t be indicted.  Mueller explicitly laid out the cases, though, for possible immediate action by Congress and/or for possible post-Presidency charges against Trump.  Nowhere did Mueller say or imply that he was deferring to the AG to make the call.

Trump now seems intent on denying Congress any access to members of his administration for the continued scrutiny outlined by Mueller.  However, since Trump’s folks already cooperated with Mueller, there is zero basis for claiming executive privilege at this point.  Trump is only forcing House Democrats to begin impeachment hearings.

While I’d personally prefer Congressional hearings short of impeachment, Democrats will have little choice if Trump persists in his obstruction.  I have to believe that even a conservative Supreme Court will have to unanimously support the explicit Constitutional power of the House to conduct impeachment proceedings.  In no case, however, should House Democrats allow the proceedings to move to a Senate trial prior to the 2020 elections.  The current Senate will never vote to remove Trump from office and Democrats are much better off with the optics of drawn-out House hearings.

It’s also a much better political strategy for Trump to be defeated in an election rather than being removed from office.  It would not only be better for our democracy; it would be infinitely more satisfying.

The 2020 Democratic Field

Depending on how you count, it looks like there’s going to be between 18 and 25 Democratic candidates for President in 2020.  We’re gonna need a bigger boat.

Commenting on the large field, a Republican-leaning friend sent me a link to this article:  Why are 2020 Democrats so weird?

Funny.  But true enough.

When the first candidate announcements came out, it did strike me that some of them were a bit strange.  I chalked that up to the odd ducks just needing the early press.  Unfortunately, as the list of candidates grew, things didn’t dramatically improve.  The field isn’t without considerable substance but it’s not an abundance of riches, either.  Where is the academic intellectual giant or the brilliant military mind or the popular business executive or the impressively theatrical orator?  So, okay.  Maybe the field is a little weird.

Of course, given the Republican opponent, weirdness is a matter of scale.  No Democrat will ever out-weird Donald Trump.

More importantly, though:  Does it really matter?  This won’t come a huge shock to anyone who reads my blog, but it’s worth repeating…

I simply don’t care if the Democratic candidate is weird or boringly ordinary.  I don’t care if the candidate is young or old, male or female, tall or short, gay or straight, black or brown or white or green.  While I have some strong policy preferences, absolutely nothing is a litmus test for my support and my vote.  I don’t care if the candidate is as dull as a spoon or, to paraphrase Lina Lamont, “a shimmering, glowing star in the political firmament.”

My sole concern is that whoever wins the Democratic nomination must be able to successfully execute a campaign strategy to win 270 Electoral votes in the general election.

In my perfect world, each candidate would need to declare a state-by-state strategy for winning the Electoral College.  Many would have a tough time defending their ability to win all of the states on their lists.  A candidate without control of the math necessary to win the general election is just a waste of oxygen.  And a lot of oxygen is going to be wasted.

Many candidates in the Democratic herd will be able to rack up huge polling numbers in states where anyone not named Trump could win in the general election.  Some candidates will be favored to win the Democratic primary in states where no Democrat could possibly win in the general election.  These states don’t matter.  They. Don’t. Matter.

Even people that know better sometimes miss the point.  FiveThirtyEight keeps track of what they call the “Endorsement Primary” which puts point values on the endorsements that candidates receive from “prominent members” of the Democratic party.  While it might be a clever way of determining who has the best intra-party buzz, it includes no weighting for endorsements in swing-states.  While Cory Booker currently “leads” this FiveThirtyEight construct, he has zero endorsements from anyone in a swing state.  Conversely, while FiveThirtyEight puts Amy Klobuchar in third place, every one of her endorsements comes from a swing state.  As the campaigns progress, and more endorsements are forthcoming, I might have to create my own version of this that includes only swing-state endorsements weighted by the associated Electoral vote count.

For Democrats to win, they’re going to have to recognize that swing-state performance in the general election is the only thing worth considering.  At the moment, unfortunately, it doesn’t even seem to be part of the conversation.  That must change.  The outcome is too important.  Our nation cannot survive another four years of Donald Trump.  Ruth Bader Ginsburg would be 92 at the end of Trump’s second term.  The oldest Supreme Court Justice to-date was the 90-year-old Oliver Wendell Holmes.  Just sayin’.

I’ve already weighed in on the Democratic Electoral Strategies that I believe have the best shot at winning and I don’t yet have any reason to change those opinions.  The point is that a Democratic win is still well within reach given the correct candidate.

So what candidate(s) can successfully execute one of the winning strategies?  I don’t know yet.  In the coming months, some candidates will run better campaigns than others; some candidates will break out of the pack via some random event; some candidates will do better than others in the debates; some candidates will seriously self-destruct; some candidates will allow the media to build them up and then destroy them.  And, most unfortunately, some potentially good candidates will be successfully marginalized by other, weaker candidates.

In the end, though, it’s a numbers game that screams for meaningful data analytics.  Such analytics require discrete polling data in each of the 18 swing-states.  And, again, it’s a bit too early.

While nationwide polls are abundant, they are actually less than useful.  Not only is overall popularity meaningless given the rules of the Electoral College, some of these polls are being used to push political narratives that simply don’t reflect reality.  My biggest worry is still that progressive activists in very Democratic states will nominate someone who has been forced so far to the left that they will be unable to win in enough swing-states.

The swing-state polls that do exist may not be particularly useful, either.  Without a specific Democratic candidate, current polls are forced to pit a generic Democrat against Trump.  In such polls, the generic candidate benefits from being “Not Trump” without having to deal with any candidate-specific baggage.  Thus, these polls will artificially favor the generic Democrat.  There will also be an issue of accuracy even once the field shrinks enough to allow match-up polls.  Sampling voters in a single state is considerably harder than conducting a national poll.  Given those difficulties, there might not be enough publicly-available state polls to mathematically eliminate the outliers.

I’ll keep looking, though, and will share whatever I gather.  In the meantime, I sincerely hope that someone in the DNC’s new DDEx with access to a lot more data is being paid to do this level of analysis.

But, then, I also sincerely hope that I win the lottery.  Weird, huh?

The Mueller Findings

Mueller is finished.  Cool.  So now what?

While I never thought Mueller would indict Trump himself for collusion, I’ll admit that I really wanted to see Trump’s sons indicted.  It’d be fascinating to read the details of the report in that regard – particularly since the public information alone concerning the Trump Tower meeting would seem to meet the legal standard for collusion.  Unfortunately, I suspect that level of detail will never be made available to the public.

In retrospect, however, there is one very good argument to be made for not indicting Don Jr. or Eric.  Frankly, neither of them are nearly bright enough to have substantially colluded with anyone to do any real damage.  They may have been unwittingly courted and used by Russian actors but, sadly, being stupid isn’t itself a crime.

Mueller’s decision to punt on any obstruction of justice charges is the thing that I find most odd.  Again, there would seem to be more than enough proof of obstruction in just the public record.  While I’m loathe to agree with Rudy Giuliani about anything, I actually do in this one case.  Mueller’s decision not to make a prosecutorial call one way or the other in regards to obstruction certainly looks like a major cop-out – and Mueller doesn’t seem at all prone to timidity.

Certainly, the reason given for the Attorney General’s subsequent decision to forego any obstruction indictments is ludicrous.  Obstruction crimes are completely independent of any underlying crime and a lack of indictments after an investigation doesn’t make impeding that investigation okay.  If the AG didn’t want to issue indictments, he should have been smart enough not to use a legal rationale that even I can dismantle.

The full report would shed light in numerous arenas and no politically curated summary will ever be sufficient.  I do hope someone will decide that the country’s interests would be best served by the release of the full report – regardless of the content.  I’m just not holding my breath.

In the meantime, after constantly backing Mueller’s integrity and independence, Democrats have no choice now but to accept the outcome.  And they should.  They should demand the full report, but accept the findings reported to-date.  In addition to charging multiple people in Trump’s orbit with serious Russia-related crimes, Mueller did find a ton of evidence of Russian interference in the 2016 election (which had been denied by Trump).  Mueller did considerable good in any case.

Politically, though, Trump scored a huge win with the released summary.  Other large shoes might well drop, but there’s no denying that Trump got a significant boost from what we know thus far.  In fact, had the GOP handled things with just a bit of finesse, it could have been really bad for Democrats.  But, well, we’re talking Trump & Company.  Finesse isn’t a strong suit.

Rather than simply basking in the victory by claiming that the process worked and that Trump was cleared of the collusion he’d denied all along, Trump and the GOP went on the offensive on multiple fronts.  They’re going after any Democrat that backed the process, they’re threatening to open investigations about the investigations, they’re claiming Mueller colluded with Obama (for some strange reason), and – most surprisingly of all – they’re trying to completely change the narrative.

Rather than keep the focus on the report’s findings, Trump has shifted attention to the issue of healthcare and his very unpopular desire to eliminate coverage for pre-existing conditions.  His administration followed that by nominating someone widely believed to be unqualified to the Federal Reserve Board simply because the guy thinks Trump walks on water.  And then Betsy DeVos announced that the administration wants to eliminate funding for the Special Olympics.

Thanks, DT!!

Now the Democrats just have to be smart enough to let the narrative change.  But, again, I’m not holding my breath.

A 2020 Platform – Healthcare

The healthcare strategy in the Trump Administration’s recent 2020 budget proposal is a huge gift to Democrats.  Unfortunately, Democrats don’t appear eager to unwrap it.

The Trump proposal cuts Medicare by $800 billion and Medicaid by $1.5 trillion over the next 10 years.  That includes a cut of $100 billion to nursing homes and home health agencies that care for Medicare patients after a hospital stay.  in 2020, the National Cancer Institute gets cut by $900 million; other medical research gets cut by $1 billion more.  Wow.

Knowing that Trump campaigned in 2016 on a promise not to touch Medicare and Medicaid, his folks are currently on all the talk shows claiming that those budget numbers do indeed increase year-to-year.  While that’s technically true from a raw numbers perspective, when a budget doesn’t account for inflation or the growth of the covered population, it’s a cut.

Seemingly surprised when people notice that fact, Trump officials then randomly claim that massive savings will be realized by reducing fraud and waste (which will require more enforcement that will eat up much of the savings), reducing payments to providers (which will reduce the number and quality of providers), moving accountability to the states (which will only pass the buck on budget shortfalls), and/or anything else they can think of that might distract anyone paying even cursory attention.

The budget also endorses renewed efforts to repeal what’s left of the Affordable Care Act, despite the fact that the repeal effort failed back when Republicans controlled both houses of Congress.  Trump, however, still wants to blame ObamaCare for everything wrong with the world when, in practice, the ACA is now mostly just a guarantee of coverage for pre-existing conditions.  A repeal at this point would only mean that some people couldn’t even get expensive health insurance when 3/4 of the voting population favors requiring insurance companies to cover pre-existing conditions.

[ Here’s a thought experiment:  What do you think would happen if Congress put a repeal-and-replace bill on Trump’s desk that was EXACTLY the features of ObamaCare but renamed to TrumpCare?  Does anyone believe Trump wouldn’t claim it was a brilliant idea and sign it without hesitation?  Yeah.  I’m fine with that.  Obama would be fine with it, too. ]

The Trump budget is DOA in Congress, but the GOP is now stuck with either defending it or running afoul of Trump & Company.  Piss off Trump and put a giant target on your right side.  Piss off the AARP and write off the voters who are the most likely to actually vote.  Heh.

You’d think that Democrats could ride this to an easy win in 2020.  You’d be wrong.

Many Democrats seem enamored with some version of Medicare-For-All – essentially a move to a single-payer system either gradually or immediately.  The former is well-intentioned and may someday be a decent idea but, since 2/3 of the country doesn’t yet support it, it’s simply not worth the political capital to push it too hard in 2020.  The latter is just a horrible idea all around as it would quickly kill a trillion-dollar U.S. industry with devastating economic impacts.  And, oh yeah:  a comprehensive Medicare-For-All could cost in the neighborhood of $32 trillion over the next 10 years.  Yikes.

And yet, Progressives are quite vocally claiming that anyone on the left who dares to question Medicare-For-All is in bed with the healthcare industry.  And, okay, that may well account for some small portion of the opposition.  However, some of us would simply prefer to pursue policies that (a) have a chance to become law rather than rally chants and that (b) increase the chances of a Democratic win of the White House in 2020.  Most of us don’t impugn progressive motives no matter how ill-informed and naïve we may consider their positions.  We’d appreciate the same respect.  Thanks.  And have a nice day.

From my perspective, there’s plenty of sane, left-of-center ground that I’d love to see some Democratic presidential candidate(s) loudly claim.  A 2020 Platform for healthcare might include some of the following ideas:

ACA Protection:  Protect what’s left of the ACA.  Guarantee reasonably-priced insurance coverage for everyone, including people with pre-existing conditions.

ACA Expansion:  Improve and strengthen the ACA.  For example, reinstate the mandate that all individuals carry health insurance OR sign a binding agreement to forego ANY government-funded medical assistance.  Such an agreement would be clearly noted on all drivers licenses and other government-issued IDs.  This isn’t just about giving insurance companies a broad customer pool in order to reduce their coverage costs – although that’s a great side benefit.  Frankly, I don’t want to pay for anyone’s emergency medical care just because they decided they didn’t want to pay for health insurance.  Someone doesn’t like the individual mandate?  Call their bluff.  See if they’ll state a willingness to die if they’re in car wreck without health insurance or the ability to pay up-front.  If so, cool.  Their call.

Medicare Protection:  Medicare is a contract our country currently has with over 60 million Americans.  We also have a ton of baby-boomers who are quickly approaching eligibility and the contract must apply to them as well.  Healthcare for seniors must to be sacrosanct.  It’s good policy; it’s good politics; it’s the right thing to do.  Win; Win; Win.

Medicare Improvement:  Allow Medicare to negotiate prescription drug costs.  It’s insane that this isn’t already allowed.  The Empowering Medicare Seniors to Negotiate Drug Prices Act of 2019 is currently making its way through Congress.  Despite opposition from the pharmaceutical industry, this bipartisan bill needs to pass.  Now.

Medicare Expansion:  Allow people between the ages of 55 and 64 to optionally buy into Medicare at some reasonable cost.  The program is already there, it works, and it could use the cash influx from a healthier population than it currently serves.  It also removes a portion of the older population from the ACA marketplace thus helping to keep costs under control there as well.

Prepare for the Future:  Recognize that some version of a single-payer system might be a valid long-term goal.  Do the research.  Hold hearings.  Determine how to pay for it.  Get buy-in from the major players.  Convince the public.  And THEN introduce legislation.

Improve Healthcare:  Recognize the difference between healthcare and health insurance.  Most of the above is a discussion of health insurance – despite the fact that we all call it healthcare.  The interesting part of the semantic distinction is that government could have immediate impact enabling true healthCARE reform.  Screwing with just the insurance market is like focusing on optimizing a 911 service but forgetting that someone has to respond to the call.  Here’s just a few arenas where the government could help improve healthcare through education, regulations, and/or tax incentives:

  • Require healthcare providers to empower patients with more information.  Data is good.  It’s better all around to have fully informed patients who are heavily involved in the purpose and cost-effectiveness of their own care.  This includes readable care plans, cost transparency, bill simplification, and an easy means of evaluating alternatives.  For example, the cost of a simple colonoscopy can vary by 600% from one location to another.  There’s no reason why value shopping can’t apply to healthcare if consumers have easy access to the information.  Consider an Amazon for healthcare.
  • Encourage the creation and usage of low-cost healthcare alternatives.  Competition is good.  Mergers are currently rampant in the healthcare industry and many doctors are choosing to associate with hospitals rather than remain in private practice.  When there’s only one store in town, there’s only one price.  While there’s definitely a role for the personal physician who knows the patient and can customize care when needed, there’s also a role for a doc-in-a-box that can simply prescribe a Z-Pack for a minor infection.  Even within a doctor’s office, task shifting from doctors to nurse practitioners can dramatically reduce costs for some care needs.  Consider a Southwest Airlines for healthcare.
  • Encourage portable, consumer-owned health records enabling consumers to manage their own healthcare rather than simply outsource it to physicians.  Require providers to share all care data with consumers in common formats so that they can, in turn, share it with other providers as they see fit.
  • Encourage technology-based healthcare solutions ranging from digital therapeutics to e-health.  Technology can reduce costs while improving care.  Regulatory barriers need to fall; tax incentives should be considered.
  • Promote competition in the pharmaceutical industry.  Reduce barriers for the development of generic and biosimilar products and expedite their approval.
  • Increase funding of medical research.  There are major national health issues that require funding beyond what the market can reasonably afford.  In the long term, a healthier populace is the best way to reduce healthcare expenditures.  Cancer, Alzheimer’s, and HIV come to mind as deserving of government attention.  Of course, such funding needs to come with conditions that prevent pharmaceutical companies from claiming excessive profits when the underlying research is publicly funded.

My healthcare bottom lines for 2020 Democrats:  Be compassionate.  Be creative.  Don’t be stupid.

The Iowa Caucuses

As the 2020 Democratic Presidential candidate field solidifies, the nation begins to focus on… Iowa?

Since 1972, Iowa has been the first state in the nation to weigh in on the selection of Presidential candidates for both the Democratic and Republican parties.  While someone obviously needs to go first, Iowa is a remarkably lousy choice.

Rather than holding a primary election, several states use presidential preference caucuses.  Iowa is unfortunately one of them.  While the state’s caucus rules and processes for 2020 are still being tweaked, here’s the basic timeline and structure:

Starting even before the 2018 mid-term elections, potential 2020 Democratic candidates for President flocked to Iowa.  At first, the candidates mostly visited party leaders and influencers, with the candidates paying their respects, requesting campaign assistance, and seeking endorsements from the Iowa Powers-That-Be.  Consider the opening scene of The Godfather and you’re got the idea.

Now, the 2020 candidates are beginning to court Iowa voters – voters who have grown so self-important that they demand early and continuous personal attention from everyone.  The potential nominees, trailed by teams of eager reporters, will proceed to canvas the state where they will suck up to very small groups of Iowa voters in barns, cafes, drug stores, VFW halls, bowling alleys, and any other quaint venue they can find.  They will extol the virtues of old-school, hand-shaking, baby-kissing political campaigns as they trek from living rooms to town square gazebos.  They will take the obligatory photo from at least one of the Pizza Ranch locations across the state.  They will most definitely attend the Iowa State Fair this August where they will be impressed by the butter cow, judge the tallest corn stalk, and try to correctly eat something on a stick that doesn’t belong on a stick.

During the 2016 primary season, Hillary Clinton and Bernie Sanders combined for a total of 50 separate trips to Iowa and spent a total of 96 days in the state.  The platoon of 2020 Democratic candidates will put those numbers to shame.  The intense retail politics that Iowans expect will consume an inordinate amount of resources and time from all of the campaigns.  That’s just the way it is.

To finally make their choices, Iowans will gather in one of the 1,681 precinct locations to which they’ve been assigned at 7:00 PM on February 3, 2020.  There, they will listen to speeches, wander around, argue among themselves, and vote twice – with the first vote eliminating candidates that don’t meet a predefined percentage threshold.  Each individual precinct will have been tasked with selecting a given number of party convention delegates based on its population and each will eventually determine their delegate(s) based on the percentage of caucus votes that each candidate receives.

And that’s the short version.

Iowans claims that the above combination of retail politics and caucus voting structure represents true democracy in action.

No.  It does not.

The caucus system itself favors voters that have the schedule flexibility, physical stamina, and personal inclination to spend hours in a loud, crowded room on one specific date and time, endure boring speeches and pushy neighbors, and eventually cast votes.  If someone was designing a system to discourage participation in an election, this might be it.

The Iowa instance of this system is mostly a huge national gift to Iowa.  While the Iowa hotel, restaurant, and rental car industries certainly thrive from all of the candidate visits and media attention, Iowa is not exactly a microcosm of America.

41% of Iowans live in rural areas as opposed to 19% nationwide.  Ethanol subsides suddenly become a critical policy position for the candidates when there might be just one or two other issues of greater national importance.  Iowa is also 91% Caucasian.  While there are a few states with an even whiter population and Obama did win Iowa twice, the fact remains that the U.S. population is only 76% Caucasian.

We are already seeing Iowa polls for 2020.  A recent one puts Biden and Sanders even at 27% each with everyone else polling under 10%.  Interesting?  Not really.  Biden hasn’t even announced yet and the Iowa caucuses are still 11 months away.

But isn’t Iowa a swing state, you ask?  Yes, it is.  And Iowa’s eight Electoral votes could come in handy for Democrats.  There’s just one small problem.  Ignoring all incumbent Presidents seeking a second term (since that’s a different game), there have been nine competitive Democratic presidential preference caucuses in Iowa since 1972.  Five of the Iowa winners went on to win the Democratic nomination, including all of the last four.  While that’s a decent track record of predicting the Democratic nominee, exactly one of the Iowa winners in the past half-century has gone on to win the general election (Barack Obama).  On the other hand, two of the Iowa losers went on to win the general election (Jimmy Carter & Bill Clinton).  The Iowa caucuses could thus be deemed counter-predictive of a Presidential victory.  Dandy.

Is the Iowa process charming?  Sure.  With Iowans acting as proxies for the rest of America, the candidates’ performances in intimate settings are useful data points as the electorate gets to know the players.

Is the Iowa process a good means of kick-starting the selection of a winning candidate?   No.  The Iowa caucuses and the preceding circus are expensive, non-representative, counter-predictive anachronisms.  We’re unfortunately stuck with them for 2020.  But perhaps this time we can take the Iowa results with a grain of salt… or at least with a kernel of corn.

Beto

Beto O’Rourke announced today that he’s running for President.

Look.  I live in Texas.  I like the guy.  I contributed multiple times to his Senate campaign against Ted Cruz.  I certainly voted for him.  He came closer to winning than anyone initially expected.  He generated a ton of excitement in Texas and nationally.  He functioned as the de-facto top of the ticket in Texas helping to drive some minimal Democratic gains in a very red state.  He’s young, energetic, charismatic, a phenomenal fundraiser, and a natural politician.

But he lost.  He lost against one of the few politicians in the country that just might be even more unpopular than Donald Trump.  Yes, this is Texas and the fact that he ran a close race here against an incumbent Republican Senator is very impressive.  He came closer to winning than any Texas Democrat in the last 40 years.  But he lost.  To Ted Cruz.

If he couldn’t win against Cruz in Texas, his chances of winning nationally against Trump just aren’t good.  He served three terms as the congressman from a reliably Democratic district with a population of about 750,000.  Before that, the full extent of his political experience was serving six years on the El Paso City Council.  He’s just not ready for a national campaign.  Sure, the media loves him now.  Let’s see how long that lasts.

If O’Rourke had decided to run in 2020 against John Cornyn for the other Senate seat in Texas, he’d have had my enthusiastic support.

But as the Democratic nominee for President?  Not yet.  Not this cycle.

While he does have a long shot at winning the nomination given his popularity, I see no path to victory in the Electoral College.  He can’t reasonably execute any sane 2020 Electoral Strategy to get 270 votes.  While he could possibly define his own set of target states, it’d be tough to imagine a custom strategy that didn’t include his home state of Texas.  And he lost in Texas just last year.  To Ted Cruz.

If O’Rourke does somehow win the Democratic nomination, I’d definitely contribute to his general election campaign.  I’d most certainly vote for him over Trump.  If we want to win the Presidency, however, this likely isn’t our guy.  Could he come close?  Maybe.  But just like in the Texas Senate race, close doesn’t count.

Data Matters II

A quick follow-up to my Data Matters post:  Progress has been made but the jury is still out.

Last month, the DNC approved the creation of the Democratic Data Exchange (DDEx), a legally separate entity that looks a whole lot like the RNC’s successful data trust.  They also named Howard Dean to chair the effort.  Dean, a former DNC chair who is well-respected by state parties, seems to be an inspired choice to allay fears on both sides.  This is all good news.

The devil, as always, will be in the details – and there’s little to no public information about the underlying mechanics and capabilities of the DDEx.  Two random commentaries I’ve seen do concern me, though.

First, the agreement apparently allows state parties to withhold “certain data” which they can independently sell to campaigns.  While I understand the economics from a state party’s perspective, this could be a huge loophole.  If state parties decide to withhold a ton of their data, the DDEx will be useless.

Second, beyond a DNC press release saying that “campaigns will … become the beneficiaries of cutting-edge investments in voter-contact strategies,” there’s no public definition of what the DDEx will do with the data they gather.  If the DNC sees the DDEx as a shared digital Rolodex, they’ve entirely missed the point.  I would certainly hope that the DNC just doesn’t want to show their hand.  However, given that their historic approach to data is uninspiring at best, I’d really prefer to see a card or two.

Standardized augmentation of voter data is likely something best done in the shared repository.  A massive amount of raw data can be gathered about individuals by mining numerous online government databases, social networks, online media, dating apps, etc.  Additional commercial data can be purchased from numerous vendors.  That raw data can be run through numerous algorithms (e.g. an AI-based psychometric analysis) to build a remarkably accurate (and downright creepy) voter profile.  These profiles can be used for direct voter outreach and can be aggregated to build national, state, district, and neighborhood profiles.  In turn, these multi-level profiles can be fed into shared analytics to inform a campaign’s fund-raising strategies, advertising content and buys, state/district/voter targeting, campaign prioritization, inter-campaign coordination, etc.

None of this is easy, implementation time is short, and the DNC/DDEx hasn’t yet released anything that implies they’ve started searches for technical talent nor built a game plan beyond a press release.  I guess I just have to hope that Dean is on top of it.

While the 2020 elections won’t be won entirely with data analytics, they can certainly be lost without them.