Clinton vs Trump. 23 Oct. 2016, 16 days from the election

Here is the list of states and districts, from most likely to go Trump to most likely to go Clinton.  RED indicates a state moving from one category to another in Trump's direction, while BLUE means the state moved in Clinton's direction.
 
Solid Trump (more than 95% Confidence of Victory [CoV]):
ND NE-3 NE-1 WY WV NE LA AR AL OK ID TN MT KS NE-2 KY MS SD SC
Total: 96

Leaning Trump (between 50% and 95% CoV for Trump): IN MO TX AK GA
Total: 78

Toss-up: OH UT
Total: 24
 
Leaning Clinton (between 50% and 95% for Clinton):
IA ME-2 AZ NC NV FL PA
Total: 88

Solid Clinton (more than 95% CoV for Clinton): NM WI NH MN CO ME CT ME-1 WA NJ OR DE MI VA RI IL NY MD VT HI MA CA DC
Total: 252

The current count 

CLINTON 340
TRUMP 174
TOSS-UP 24

The best news this week gives to Trump is that deal is not sealed in Ohio.

The worst news for Trump is that the deal is also not sealed in Utah and the manner in which it is no longer clear makes the news even worse for the Republican nominee. 

There have been seven polls in the past two weeks in Utah that have checked the numbers for Evan McMullin, a last ditch candidate put up by the Never Trump people, a candidate without even a party affiliation. While McMullin gets less national press than Gary Johnson or Jill Stein, in Utah his poll numbers are rising quickly, the most recent poll from Emerson showing him in the lead. The Confidence of Victory method can deal with races with three or more fairly even competitors, and the current numbers give Trump a 47% chance to win, Clinton a 28% chance and McMullin at 25%. If any candidate gets over 50% in the three-way race, my system will give them the nod.

It's added a little spice to a contest that doesn't look like it has many surprises left.

And now the Probability of Victory numbers.

Trump's chances can still be read off in parts per million, specifically 590 ppm. Nate Silver's idea that he has a 13% chance this late in the game mystifies me. Right now, he has to keep every state where he has a lead - not very hard right now - and then take Utah, Ohio, Arizona, North Carolina, Nevada, Florida and then one bonus state, like Pennsylvania, New Mexico or Wisconsin. There is no way in hell the odds in all his possible paths adds up to even 1%, let alone 13%.

Here are the 15 states considered this week's by the algorithm.

Trump's non-battleground count of electors: 128

The battleground states ranked by pqn:
(Clinton %, Trump %, electors)
1. OH: 50%, 50%, 18
2. FL: 85%, 15%, 29
3. NC: 70%, 30%, 15
4. TX: 8%, 92%, 38
5. AZ: 60%, 40%, 11
6. GA: 19%, 81%, 16
7: UT: 53%, 47%, 6 (53% is Clinton + McMullin)
8: PA: 92%, 8%, 20
9. IA: 59%, 41%, 6
10. NV: 77%, 23%, 6
11. MO: 9%, 91%, 10 
12. IN: 6%, 94%, 11
13. AK: 9%, 91%, 3
14. WI: 97%, 3%, 10
15. ME-2: 59%, 41%, 1


Current probability of victory if the election were held today:
Clinton 99.94%
Trump    0.06%
 
 Just 16 days left until this mess is officially over. I have no idea how the House is going and as you can see from yesterday's post, there is still some drama in the Senate. But when it comes to the race that is taking up the vast majority of the discussion, the drama is nearly non-existent.

Clinton vs. Trump. 16 October 2016, 23 days from the election

Here is the list of states and districts, from most likely to go Trump to most likely to go Clinton.  RED indicates a state moving from one category to another in Trump's direction, while BLUE means the state moved in Clinton's direction.


Solid Trump (more than 95% Confidence of Victory [CoV]):ND NE-3 NE-1 WY ID WV NE OK AL MT AR TN LA KY TX NE-2 KS MS SD GA
Total: 141

Leaning Trump (between 50% and 95% CoV for Trump): AK MO UT IN SC
Total: 39

Toss-up: AZ
Total: 11
 
Leaning Clinton (between 50% and 95% for Clinton): ME-2 IA OH NV NC FL NH MN NM CO
Total: 103

Solid Clinton (more than 95% CoV for Clinton):PA WI NJ VA ME DE OR MI RI CT ME-1 NY IL MD VT HI MA CA DC
Total: 244

The current count 

CLINTON 347
TRUMP 180
TOSS-UP 11


Not much good news for Trump. Georgia is always hovering around the 95% mark and this week it went above that number. Minnesota looks a little closer this week, but it's still at a comfortable 92% chance to go Clinton.


Trump is about at his basement number now, except maybe in the very rarely polled 2nd District of Nebraska. As of this writing, none of the states he holds are battlegrounds, instead they are very solidly in his camp.


That's the nice way to say that if a state is a legitimate battleground, Clinton is leading, or in the case of Arizona, it currently looks even and Clinton is trending in the right direction. And now the Probability of Victory numbers.

Trump's non-battleground count of electors: 128

The battleground states ranked by pqn:
(Clinton %, Trump %, electors)
1. FL: 80%, 20%, 29
2. OH: 70%, 30%, 18
3. NC: 73%, 27%, 15
4. AZ: 50%, 50%, 11
5. IA: 64%, 36%, 6
6. NV: 71%, 29%, 6
7. SC: 9%, 91%, 9
8. MN: 92%, 8%, 10

9. IN: 6%, 94%, 11
10. MO: 6%, 94%, 10 
11. CO: 95%, 5%, 9
12. GA: 3%, 97%, 16
13. PA: 98%, 2%, 20
14. NH: 89%, 11%, 4 
15: UT: 6%, 94%, 6



Current probability of victory if the election were held today:
Clinton 99.93%
Trump    0.07%

Here's where I'm supposed to give the reminder that this is a snapshot and not a prediction.

It's mid-October. In a very real sense, the election is being held today. I have my absentee ballot, I've filled it in and I'm walking it over to the Registrar of Voters today. In a lot of places, people are filling in their ballots, either early voting or absentee. We still have three weeks and change before we know stuff for a fact, but the Trump Slump continues, putting his chances of winning down to 724 parts per million. Obama never had a lead like this over Romney, this looks more like Obama-McCain.

Simply put, it's a major ass-kicking and it's very late in the game. 

Back next week Saturday with the very competitive race for the Senate.

Clinton vs. Trump. 9 October 2016, 30 days from the election

Very good week for Clinton and all with polls taken before the audio tape emerged. Sam Wang at Princeton, who is much better known than I am and has a model very close to mine, thinks Republicans are abandoning Trump not because of the tape, but because they see his ship is sinking and the tape gives them an excuse. It will be interesting to see how the rescinded endorsements effect the Senate races.

Here is the list of states and district, from most likely to go Trump to most likely to go Clinton.  RED indicates a state moving from one category to another in Trump's direction, while BLUE means the state moved in Clinton's direction.


Solid Trump (more than 95% Confidence of Victory [CoV]): ND NE-3 WY NE-1 ID WV AL NE AR OK MT MS KS KY UT SD LA TN SC MO TX NE-2 IN
Total: 161

Leaning Trump (between 50% and 95% CoV for Trump): GA AK IA AZ ME-2
Total: 37

Toss-up: NV
Total: 6
 
Leaning Clinton (between 50% and 95% for Clinton): OH CO FL NC PA NM NH WI ME MI
Total: 128

Solid Clinton (more than 95% CoV for Clinton): MN VA DE CT NJ WA OR RI ME-1 MA IL NY VT HI MD CA DC
Total:206

 The current count 

CLINTON 334
TRUMP 198
TOSS-UP 6

All the movement from one category to another favored Clinton this week, the biggest move being Ohio switching sides. The best news for Trump is Nevada staying at 50%-50% and Florida and Colorado becoming more competitive for him, though still favoring Clinton.

By next week, the polls will reflect the Access Hollywood tape, the Republican defections and the results of the second debate. As I type this, the debate hasn't happened yet, but this is a Town Hall style format. The conventional wisdom is that going negative in a Town Hall is the quickest way to lose. Hillary doesn't have to get under his skin, she's already done that.

And for Clinton supporters, I now bring out the dessert.

 Trump's non-battleground count of electors: 153


The battleground states ranked by pqn:
(Clinton %, Trump %, electors)
1. FL: 72%, 38%, 29
2. OH: 64%, 36%, 18
3. PA: 76%, 24%, 20
4. NC: 72%, 28%, 15
5. AZ: 31%, 69%, 11
6. CO: 67%, 33%, 9
7. NV: 50%, 50%, 6
8. WI: 89%, 11%, 10
9. MI: 94%, 6%, 16
10. GA: 5%, 95%, 16
11. IA: 13%, 87%, 6
12. NM: 88%, 12%, 4
13. IN: 4%, 96%, 11 
14. NH: 89%, 11%, 4
15. MN: 96%, 4%, 10


Current probability of victory if the election were held today:
Clinton 97.1%
Trump    2.9%

As I have stated many times, my system gives a snapshot of what would happen if the election were held today. While election day is now a month off, I would say Trump really has about two weeks to do something he has not done once this year. He needs to have an actual lead in states and districts that add up to 269 electoral votes. (My assumption is that if he can do that, the GOP will still hold the House and he would win the tie.) 

I do not claim to be psychic. I have no idea what news we will see in the weeks ahead. I have a hard time guessing what stories are going to gain traction. I would have assumed Trump CEO Steve Bannon being outed as an anti-Semitic wife beater was going to be a big deal and Trump's treatment of weight gaining beauty queen twenty years after the fact wouldn't even be important twelve hours later. 

For those of you keeping score at home, that's Reality 2, Hubbard 0.
 
But I will bring up my simile first written on May Day. This election will be like an anaconda swallowing a pig: long, slow, ugly and inevitable. It has been long, slow and ugly every damned day, but it wasn't completely inevitable for a few weeks in September.

September is over. I stand by the simile.

Back next Saturday to check out the Senate. Keep calm and make sure your friends are registered. 

Clinton vs Trump. 2 October 2016, 37 days from the election

In last week's post, things improved for Trump, though he was still behind. This week's polls have reversed the trend, giving Clinton her best news in over a month.

Here are the list of states and districts in five categories, listed from Solid Trump to Solid Clinton. As of this week, both Maine and Nebraska's separate districts are on the list.  RED indicates a state moving from one category to another in Trump's direction, while BLUE means the state moved in Clinton's direction.


Solid Trump (more than 95% Confidence of Victory [CoV]): ND NE-3 WY NE-1 ID WV NE AR OK TN MT AL LA TX UT SC AK MO MS KY SD KS NE-2 ME-2 IN 
Total: 165

Leaning Trump (between 50% and 95% CoV for Trump): IA GA AZ OH
Total: 51

Toss-up: NV
Total: 6
 
Leaning Clinton (between 50% and 95% for Clinton): NC PA CO FL WI ME NM NH MI RI OR
Total: 121

Solid Clinton (more than 95% CoV for Clinton): MN VA NJ CT WA DE IL MD ME-1 NY VT CA HI DC
Total:195

The current count 

CLINTON 316
TRUMP 216
TOSS-UP 6

This week's polling made big changes in several true battleground states, Nevada, North Carolina and Florida, and all those changes were in Clinton's favor. The changes that helped Trump were less vital, moving Nebraska from Leaning Trump to Solid Trump, New Mexico and Oregon from Solid Clinton to Leaning Clinton. This brings Clinton's lead in the electoral college to a nice round 100 electors ahead.

If Clinton supporters feel like taking a sigh of relief, I will not stop you. More good news is coming.

 Trump's non-battleground count of electors: 165

The battleground states ranked by pqn: 
(Clinton%, Trump%, electors)

1. FL: 78%, 22%, 29
2. PA: 68%, 32%, 20
3. NC: 59%, 41%, 15
4. OH: 28%, 72%, 18
5. AZ: 26%, 74%, 11
6. CO: 77%, 23%, 9
7. NV: 50%, 50%, 6
8. GA: 10%, 90%, 16
9. MI: 90%, 10%, 16
10. WI: 83%, 17%, 10
11. IA: 18%, 82%, 6
12. NM: 89%, 11%, 4
13. MN: 96%, 4%, 10
14. VA: 97%, 3%, 13
15. NH: 89%, 11%, 4


Current probability of victory if the election were held today:
Clinton 92.6%
Trump    7.4% 



I never loved that Texas was considered a battleground by my algorithm and because it's back in Trump's strong category, his baseline is at 165 electoral votes. That means he still has to capture 104 more, and that won't be easy. I have Clinton's chances at 92.6% to 7.4%. As I have said in the past, as a former gambler I hate to celebrate early, but it is nice to see a good week for Clinton with time slowly running out.


Many people ask me about Nate Silver. Let us start with what we have in common. We both think Hillary is in the lead and she had a very good week. Where we disagree is the how comfortable her lead is. Silver's polls only numbers are now at 66.8% to 33.2%.


People ask if I worry about how much Silver and I disagree. The answer is no. If I trusted his work, I wouldn't do this stuff week after week. He's well known but I think his product is weak. I'm an old school programmer from the 1980s. When I think of successful and not very good, I think of Microsoft.

Scratch that, I now think of Microsoft and Nate Silver.


If I have any concerns in this week's numbers, it's that Pennsylvania got closer. Right now, Trump's easiest paths to victory entail holding on to Ohio and winning Nevada, North Carolina, Pennsylvania, Colorado and one other state of his choice. It these combinations of states to win that make his odds so long.


Of course, these are just the numbers, which are often not well reported. On the campaign trail, Trump is in a quagmire re-litigating the 1990s. From battles with beauty queens to bringing up Bill Clinton's infidelities to Trump's 1995 New Jersey tax return claiming a loss of $900 million, stuff from twenty years ago that should be ancient history politically is being kept daisy fresh and none of it to Trump's advantage.

I also want to apologize for all the negative things I said about the reporting in The New York Times this campaign. The tax stuff amounts to a nuclear sized bombshell. Susanne Craig, the woman at the Times who was sent these documents anonymously, has been asked if she has other stuff. Her answer was "no comment".


Yikes.


By next week, we should see the effect of the tax story on the polls and next Sunday, we get the second debate, a town hall style show.


I'll be back next Saturday with the latest numbers on the Senate.

The national polls:First week of February

The Dems: As usual, outlier polls grab headlines, and the Quinnipiac poll from this week showing a two point lead for Clinton got some serious buzz.

This is why I like looking at the average during the primaries and the median during the general.

The sharp peaks and valleys in this poll are almost entirely due to weeks with very few polls to sample. The real story is a steady improvement for Sanders since mid-October and a slight drop in Hillary's numbers over roughly the same time period. The thing that makes me wonder is the steadiness of the None of the Above at about 10%. This can either mean lazy pollsters or possibly some malaise in the Democratic base.

The GOP:  One of the problems with reporting on polling weekly is lagging breaking news events like Rubio's robotic performance in last night's debate. I get my polling data from two sites, the left leaning Pollster run by Huffington Post and the right leaning Real Clear Politics site. It is not their fault that every poll is from before the debate. We will have some idea in the polling from New Hampshire which I will report tomorrow whether Rubio will see a slip or his main attacker Christie will climb.

The story of the polls this week before the Saturday fracas was Trump losing Iowa and Rubio making a strong third place showing. Trump's number took their worst plunge since late November, and the previous drop can be attributed to small sample size. With Trump losing and Ted 'The Snake' Cruz and Rubio gaining, this may become a real three man race. My friend Jodi, who has a stronger constitution than I do, tells me Limbaugh is now attacking Trump. Rush isn't the superstar he once was, but it does say there are chinks in The Donald's armor. It's pretty much a given he will have a strong showing in New Hampshire this Tuesday, so we will see how his numbers change.
 What I said about the None of the Above vote for the Democrats goes double for the Republicans. It's either a sign of dissatisfaction or a sign of lazy polling. Since the Democrats have only two candidates left, dissatisfaction is to be expected. Given how many choice the Republican voters have left, their None of the Above vote hovering at about 10% is a worse sign.

Tomorrow: The last report on the New Hampshire polls.  

Post #9: The week of September 19 through 25.

GOP: The elephant in the room for poll watchers is "Have we seen Peak Trump?" I get my polls from two sources, the left leaning Pollster, run by Huffington Post, and the right-leaning Real Clear Politics website. If you click on either of their links, their view is that Peak Trump has happened in the past week or so, but my calculations using all the polls from both sites is that Peak Trump happened early this month. Our differing viewpoints have to do with three things.

1) Different sets of polls
2) Different weighting of polls
3) Once a week averages vs. running averages

No matter how you slice it, all three of us agree that The Trump Slump has begun, though it should be noticed he is still in first place by a comfortable margin, for now. We will discuss Trump's Deflategate as a separate topic with its own graphic soon. Here are a few other points worth mentioning first.

1. The GOP base is still hating politicians. Trump is waning and Carson's just about flat this week, but Carly Fiorina continues her surge and gets slightly above both JeB Bush and None of the Above. The totals right now are:

Non-politicians: 52.4%
Politicians: 36.7%
None of the Above: 9.9%

2. Walker is gone and nobody cares. Or do they? Scott Walker left before his campaign went into debt, just like Rick Perry. I wonder if the big ticket donors are now asking for itemized receipts? With Walker gone, the Koch Brothers are left without their first choice, and they have a lot of money to throw around. Who will get the lion's share and what positions will they have to "modify" to get the cash?

3. The None of the Above mini-surge: There are two best explanations for a rise in the average of None of the Above. The first is lazy polling and the second is that voters who have become disenchanted with the choice from early September haven't quite made up their minds as to who choice number two is.

4. JeB Bush is still much worse than Mitt ever was: JeB Bush has been just barely below None of eh Above for two straight weeks and even worse, he is the fourth most popular candidate right now. Mitt Romney never have more than one candidate above him in the national polls. There's a mini-trend that might make things even worse next week. JeB Bush is in jeopardy of becoming just a dotted line or even disappearing.
 

The slope graph of the Trump Slump: Again, let me note that Donald Trump is still in first place in the poll averages by more than ten percentage points. More than that, in 2012 there were plenty of candidates who had a few bad weeks then climbed back. But if we look at who has gained significantly from his peak early this month, here are the numbers. (Note: the positive moves add up to a lot more than Trump's shrinkage, but we aren't including other candidate's lost votes, notably the dropouts Rick Perry and Scott Walker.)

Trump: Down from 33.5% to 26.5%, 7 points lost
Fiorina: Up from 3.3% to 9.9%, 6.6 points gained
Carson: Up from 13.3% to 16.0%, 2.7 points gained

Rubio: Up from 5.3% to 7.9%, 2.6 points gained
None of the Above: 8.0% to 9.9%, 1.9 points gained

I've discussed None of the Above and the non-politicians already, but Marco Rubio is the guy below the radar that might just make Jeb Bush's live even more miserable soon. He's now saying there would be no path to citizenship ever in a Rubio administration, but I don't don't know how the red meat xenophobes are going to feel about this. Nate Silver believes Rubio is the eventual nominee, but I think the months of vitriol are going to give Ted Cruz the edge in the long run. While we disagree on many topics, Silver and I are both serious poll watchers and we've both given up on JeBush Bush. I never truly gave up on Romney for the nomination in 2012.   

Dems: Yes, it's a Hillary slump. She's still in first place and it's a slow leak, unlike the plummet of Donald Trump right now.  The only predictable things that can change things in a big way are the five way debate on October 13 or a definitive statement by Joe Biden, and I fully expect him to do what he has been saying, though not completely officially.

I don't think Biden will run.

Back next week with new numbers.