6/9/16, "There Are More White Voters Than People Think. That’s Good News for Trump." NY Times, Upshot, Nate Cohn
"One of the biggest reasons Donald Trump is considered to be a long shot to win the presidency is the diversity of the country.
As Joe Scarborough of MSNBC put it, “There are not enough white voters in America for Donald Trump to win while getting routed among minorities.”
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But
a growing body of evidence suggests that there is still a path, albeit a
narrow one, for Mr. Trump to win without gains among nonwhite voters.
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New
analysis by The Upshot shows that millions more white, older
working-class voters went to the polls in 2012 than was found by exit polls on Election Day. This raises the prospect that Mr. Trump has a
larger pool of potential voters than generally believed.
The wider path may help explain why Mr. Trump is competitive in early general election surveys against Hillary Clinton. And it calls into question the prevailing demographic explanation of recent elections, which held that Barack Obama
did very poorly among whites and won only because young and minority
voters turned out in record numbers. This story line led Republicans to
conclude that they had maximized their support from white voters and
needed to reach out to Hispanics to win in 2016.
Those previous conclusions emerged from exit polls released on election night. The new data from the census, voter registration files, polls and the finalized results tells a subtly different story with potential consequences for the 2016 election.
"Improving among white Northern voters is the core of the GOP route to victory, regardless of whether the party makes gains with Hispanic voters....
If the Republicans can't make gains among white Northerners...it just won’t really matter....
The Hispanic vote cannot single-handedly determine the presidency, as one could be forgiven for believing based on post-2012 election commentary."...
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Those previous conclusions emerged from exit polls released on election night. The new data from the census, voter registration files, polls and the finalized results tells a subtly different story with potential consequences for the 2016 election.
The
data implies that Mr. Obama was not as weak among white voters as
typically believed. He fared better than his predecessors among white
voters outside the South. Demographic shifts weren’t so important: He
would have been re-elected even with an electorate as old and white as
it was in 2004. Latino voters did not put Mr. Obama over the top, as
many argued in the days after Mr. Obama’s re-election. He would have won
even if he had done as poorly among Latino voters as John Kerry.
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This
is all good news for Mr. Trump. There’s more room for him to make gains
among white working-class voters than many assumed — enough to win
without making gains among nonwhite or college-educated white voters....
Added: Nov. 2014 NY Times analysis by Nate Cohn: "If the Republicans can't make gains among white Northerners...it just won’t really matter."...
An Older, Whiter, Less-Educated Electorate
When
you hear about the demographic challenges facing the Republican Party,
almost all of the data comes from exit polls: surveys conducted with
tens of thousands of voters at precincts across the country on Election
Day, along with a supplemental telephone survey with early voters.
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The
exit polls are excellent surveys. But like any survey, they’re
imperfect. The problem is that analysts, including me, have treated the
exit polls like a precise account of the electorate.
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“There
are campaigns and journalists who take the exit polls as the word of
God about the shape of the electorate and their voting propensities,”
said Michael McDonald, a political scientist at the University of
Florida who researches voter turnout. “They’re meant to tell us why
people voted. They’re not designed to tell us much about the demographic
profile of the electorate.”
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The
exit polls have a series of subtle biases that depict a younger,
better-educated and more diverse electorate. Mr. McDonald tentatively reached this conclusion in 2005, and the pattern has been seen in a broader set of data.
The first — and longest-standing — source of alternative data is the Current Population Survey,
known as the C.P.S. Conducted by the Census Bureau, it is the same
monthly survey that yields the unemployment report. After elections, it
includes a question about whether people voted.
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A
second source is the so-called voter file: a compilation of local
records on every American who has registered to vote, including address,
age and whether the person voted in a given election. The voter file
data used for analysis here comes from Catalist, a Democratic data firm that offers an academic subscription. Researchers have found that the data is unbiased and more accurate than public voting records.
Over all, the exit polls suggest that 23 percent of voters in 2012 were white, over age 45 and without a college degree.
Catalist puts this group at 29 percent, and the census at 30 percent — implying 10 million more voters than the 23 percent figure.
“The truth, if you could ever get to it, is probably somewhere between the three measures,” said Joe Lenski, the vice president at Edison Research, who runs the exit poll, “because they all have their faults.”
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But for many experts in the field, these issues pale next to those facing the exit polls. For Bernard Fraga, a professor of political science at Indiana University, there is “no question that the exit poll is not as accurate.” He added, “It’s clearly much more reliable to look at the C.P.S. or even better to look at the voter file-based work.” Today, virtually all major campaign polling, voter targeting and election law litigation is conducted using voter file data.
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The pre-election story line was tossed aside when the national exit polls showed an electorate that was even more diverse than it was in 2008, while showing Mr. Obama faring worse among white voters than any Democrat since Walter Mondale in 1984.
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These sources show a 2012 electorate that was far whiter, older and less educated than the exit polls indicated.
Over all, the exit polls suggest that 23 percent of voters in 2012 were white, over age 45 and without a college degree.
Catalist puts this group at 29 percent, and the census at 30 percent — implying 10 million more voters than the 23 percent figure.
What’s the best estimate? That’s a matter for debate.
“The truth, if you could ever get to it, is probably somewhere between the three measures,” said Joe Lenski, the vice president at Edison Research, who runs the exit poll, “because they all have their faults.”
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They do have their faults. Just about every year, the census reports more people voted than actually did — especially in Southern states with a large black population. The census also has a challenge with people who decline to say whether they voted.
Things
can go wrong with the voter file, too, if, say, the state erred in data
entry or updates. The models are imperfect as well.
But for many experts in the field, these issues pale next to those facing the exit polls. For Bernard Fraga, a professor of political science at Indiana University, there is “no question that the exit poll is not as accurate.” He added, “It’s clearly much more reliable to look at the C.P.S. or even better to look at the voter file-based work.” Today, virtually all major campaign polling, voter targeting and election law litigation is conducted using voter file data.
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The
actual results also tend to imply that the census and Catalist figures
make a lot more sense in many of the cases where the disagreements are
greatest.
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Take
Ohio, where the exit polls show that the black share of the electorate
increased by four percentage points to more than 15 percent of voters in
2012. If these figures are taken as precise, it would imply that nearly
250,000 more black voters turned out than in 2008, with the turnout
reaching 88 percent of adult black citizens. There is no trace of this
kind of surge in turnout in the actual result. The black turnout in
Cleveland actually dropped — to 55 percent of adult citizens.
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This
type of story repeats itself across the battlegrounds. It also plays
out with age, where the exit polls imply that youth turnout was higher than turnout among seniors; with education, where the exit polls show
that more college graduates voted than actually live in America; or
Hispanics, where the exit polls show that white and Hispanic turnout was
nearly equal, despite decades of evidence to the contrary. You can see
more of this data here.
The Democratic Dependence on White Working-Class Voters
The
larger number of white working-class voters implies that Democrats are
far more dependent on winning white working-class voters, and therefore
more vulnerable to a populist candidate like Mr. Trump.
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Over
all, 34 percent of Mr. Obama’s supporters were white voters without a
college degree, compared with 25 percent in the exit polls, according to
an Upshot statistical model that integrated census data, actual results
and 15,000 interviews from various pre-election surveys. The model
yields a full alternative to the exit polls that assume an older, whiter
electorate like the one depicted by the census. (For those interested
in the details about our estimates, we’ve written a technical sidebar.)
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“This
is a great way to deal with the limits of traditional surveys,” said
Andrew Gelman, a professor at Columbia who popularized the statistical
technique known as multilevel regression and post-stratification. “It
smooths out noise, reduces bias and arrives at better estimates for
smaller groups.”
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Mr.
Obama’s dependence among white voters might seem surprising in light of
the 2012 postelection consensus. But it won’t be surprising if you
think just a little further back — to the pre-election story line. Mr.
Obama’s advantage heading into the election was thought to be a
“Midwestern Firewall” — a big edge in Midwestern battlegrounds where
white working-class voters supported the auto bailout and were skeptical
of Mr. Romney, who was criticized for his time at Bain Capital.
The pre-election story line was tossed aside when the national exit polls showed an electorate that was even more diverse than it was in 2008, while showing Mr. Obama faring worse among white voters than any Democrat since Walter Mondale in 1984.
But
the Upshot analysis shows that all of Mr. Obama’s weaknesses were in
the South — defined as the former Confederacy plus Oklahoma, Missouri,
Kentucky and West Virginia — where he won just 26 percent.
In most Northern states, white voters shifted left. In the South, the opposite happened.
In most Northern states, white voters shifted left. In the South, the opposite happened.
Outside the South, he won 46 percent of white voters, even running ahead of Mr. Kerry and Al Gore in earlier elections.
Many
of the regions where Mr. Obama lost ground in white areas outside the
South — like the energy-producing areas of North Dakota or Appalachia,
Mormon Utah, culturally Southern stretches of Southern Illinois, or Mr.
Kerry and Mr. Romney’s home state of Massachusetts — were exceptions
that proved the rule.
In counties with mostly white residents across the North, President Obama improved on John Kerry’s 2004 performance.
In counties with mostly white residents across the North, President Obama improved on John Kerry’s 2004 performance.
The
Upshot obtained similar estimates for 2012 from Mr. Ghitza, who matched
polling data to the Catalist voter registration file, in his
dissertation on the use of big data in politics. Mr. Ghitza found
similar figures as The Upshot’s estimates using different data sets and
different models.
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Demographics Overrated. The
data implies that demographic shifts played a somewhat smaller role in
Mr. Obama’s re-election than the post-election narrative suggested.. Even
if the electorate were as old and as white as it was in 2004, Mr. Obama
would have won, because of the gains he made among white voters in
states like New Mexico, Colorado and Iowa.
Hispanic
voters played only a modest role in Mr. Romney’s defeat. They cost him
Florida — a must-win state for Republicans, but also the closest
contest. Elsewhere, Mr. Obama would have easily survived even if Mr.
Romney had equaled George W. Bush’s 2004 share of Hispanic voters.
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All
of this is good news for a Republican who intends to win with greater
strength among white working-class voters, like Mr. Trump.
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There
is a downside for him. The lower turnout among Hispanic and young
voters implies that it’s possible — even easy — to imagine a huge
increase in Hispanic and youth turnout in 2016. And Mr. Obama’s strength
among Northern white voters raises doubts about whether the
Republicans, including Mr. Trump, can assume that white working-class
voters are receptive to conservative candidates.
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The
best case for Mr. Trump is that white Northerners reluctantly backed
Mr. Obama because Mr. Romney was successfully caricatured as a rapacious
plutocrat.
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Yet
it’s hard to argue that the attacks on Bain Capital were responsible
for Mr. Obama’s gains among young and college-educated white voters.
These voters moved decisively in Mr. Obama’s direction, perhaps in part
because of cultural issues. If that’s right, Mr. Trump will be hard
pressed to reverse Mr. Obama’s gains — and there’s plenty of evidence he
could slip further.
The Missing-White-Voter Theory.
There has long been a notion that Mr. Romney was hurt by “missing white
voters,” those who voted in 2008 but skipped the 2012 presidential
election. And the G.O.P.’s hope is that Mr. Trump could benefit with a
surge of those Republican-leaning voters. But that view of 2012 is
largely unsupported by the data.
The
decline in white turnout in 2012 was particularly marked among
registered Democrats, according to data from Catalist. Republican
turnout dropped a bit as well, but it was less than the drop among
Democrats across every age cohort. And among voters over age 60,
Republican turnout increased.
According
to data from L2, a nonpartisan voter file vendor, the missing white
voters were far more likely to be registered Democrats, or to have
participated in Democratic primaries, than the white voters who actually
did turn out.
Is
it possible that some of these Democrats are actually ready to vote for
Mr. Trump? Yes. But it’s a stretch to argue that a huge share of them
would have voted for Mr. Romney or would vote for Mr. Trump, especially
considering how young they are. (Mr. Trump’s support is weaker among the
young). They could just as easily be supporters of Bernie Sanders.
Even
if the missing white voters were disproportionately Republican, a
return to previous turnout levels wouldn’t have been anywhere near
enough to get Mr. Romney over the top. There were far fewer missing
white voters in the battleground states than there were nationally.
There weren’t close to enough of them to flip the outcome in key states.
The
real pool of missing white voters are those who haven’t participated in
any recent election, or aren’t even registered to vote. There are
millions of these missing white voters— but they will be much harder to
mobilize. Many are young, and might not be especially favorable to Mr.
Trump. The older ones are true bystanders in American politics.
Can Trump Pull It Off?
To
win, Mr. Trump will need to make gains among white working-class
voters. The earliest evidence, and polling this early can be quite
inaccurate, suggests that he is doing that handily.
So
far, Mr. Trump leads Mrs. Clinton by 27 points among white voters
without a degree, 58 percent to 31 percent, in the last six national
surveys from major news organizations. In the final 2012 polls, Mr.
Romney led by just 19 points among such voters, 58 percent to 39
percent, over Mr. Obama.
One of the big questions for Mr. Trump is whether his polling gains among that group, should they hold, will manifest themselves in battleground states. Mr. Romney’s national gains over Mr. Bush did him relatively little good: They were concentrated in the South and Appalachia, where they had little influence on the Electoral College. For now, it’s an open question whether Mr. Trump will make outsize gains in important states like Iowa, Ohio or Wisconsin, where he struggled in the primary season....
One of the big questions for Mr. Trump is whether his polling gains among that group, should they hold, will manifest themselves in battleground states. Mr. Romney’s national gains over Mr. Bush did him relatively little good: They were concentrated in the South and Appalachia, where they had little influence on the Electoral College. For now, it’s an open question whether Mr. Trump will make outsize gains in important states like Iowa, Ohio or Wisconsin, where he struggled in the primary season....
Whether
Mr. Trump can suppress his losses among well-educated voters and
Latinos will be decided by a lot more than demographics. Usually, the
so-called fundamentals — including the current president’s approval
rating and the pace of economic growth — play a big role in determining
whether voters will support the incumbent’s party. This year, there are
other big questions: whether Mr. Trump’s penchant to offend goes too
far, and whether Mrs. Clinton has an advantage with women and faces a
penalty among men (and which is bigger).
So
far, the polls suggest he will lose too much ground among well-educated
and nonwhite voters to win. But the diversity of the country in itself
does not rule out a victory for Mr. Trump."
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Added: Nov. 2014 NY Times analysis by Nate Cohn: "If the Republicans can't make gains among white Northerners...it just won’t really matter."...
"Improving among white Northern voters is the core of the GOP route to victory, regardless of whether the party makes gains with Hispanic voters....
If the Republicans can't make gains among white Northerners...it just won’t really matter....
The Hispanic vote cannot single-handedly determine the presidency, as one could be forgiven for believing based on post-2012 election commentary."...
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