Sunday, July 12, 2020

Sunday Long Read: Biden's Big Battle

Tim Alberta (again) finds yet another "Biden is doomed!" angle, but this time it's from more than an anecdotal source. Michigan Democratic Rep. Elissa Slotkin is warning that Joe Biden and the Democrats are heading for another 2016-style loss in the state.

An endangered incumbent, representing a purple district in the most competitive region of one of America’s premier swing states, Slotkin is not an accomplished political player. She is still raw, still at times wobbly on her feet, still learning the secrets of her new craft. What sets the congresswoman apart is a skill set few in her field have—a talent for investigating, researching, crunching data and challenging conclusions and adapting to findings. She is, in short, a shrewd observer of the carnage unfolding in her backyard, if not yet the most lethal combatant. This serves Slotkin well. Rather than rely on outside assessments, she bases every maneuver, every tactical decision, on what she’s seeing and hearing for herself. That means dismissing advice from the national party. That means distancing herself from nascent ideological demands on the left. That means, in the summer of 2020, with a torrent of polling fueling a narrative that Trump has fallen way behind in his campaign for a second term, warning Democrats not to trust what they’re being told.

“I don’t believe it,” Slotkin says matter of factly. “Listen, if anyone tells me they can accurately predict what major events are coming in the remainder of 2020, I’ll give them a thousand dollars. I mean, this has been the year of black swans. … I don’t for one minute think this [presidential] race is safe in anyone’s column. I’ve been literally begging people to ignore those polls. They are a snapshot in time. And if 2020 has taught us anything, it’s that we have no idea what’s coming next.”
I stop Slotkin there. Is her gripe that these snapshots—the polling, both public and private, that shows Republicans bleeding support across the board—are accurate in the present, yet subject to so much volatility in the future as to be worthless? Or does she believe the snapshots themselves are inaccurate here and now?

“I think they’re inaccurate,” she replies without hesitation. “Here’s the thing. When I started to run and I had to hire a pollster, I interviewed a bunch of different folks and I decided to do what we do sometimes at the Pentagon, which is to take a ‘bad cop’ approach to the interview. … It was five or six folks that I interviewed, and I said, ‘You got something wrong. You screwed up in 2016. What did you get wrong? And how are you going to fix it?”

Only one pollster, Slotkin says, admitted that he got it wrong. That was the person—Al Quinlan of GQR, a large Washington-based firm—she hired.

“He told me that they fundamentally undercounted the Trump vote; that the Trump voter is not a voter in every single election, that they come out for Trump, so they’re hard to count,” she explains. “On a survey, if someone says, ‘I’m not sure I’m going to vote,’ you don’t usually continue the conversation. And some of them didn’t have any desire to be on those poll calls; they didn’t have the 20 minutes to talk to somebody. They didn’t want to do it. And so, they were fundamentally undercounted.”

Slotkin, ever the intel analyst—identifying trends, compiling a report, presenting a conclusion—tells me, with a high degree of confidence, “I believe that same thing is happening right now.”

Normally I would categorize this in the same box as Tim Alberta's breathless piece last month on middle-class black voters in Detroit saying that they'll vote for Biden, but that they are considering not voting at all.  But Stefanik is a former CIA analyst running for re-election in arguably the toughest House battle in the country right now, and if she says her own internal polls are showing Trump is going to win the state despite everything, I'd pay attention.

So what does Biden need to do to win?

Run a campaign like Slotkin did in 2018.

Shaped like a mirror image of Oklahoma—panhandle to the right—the territory stretches roughly 100 miles. To the far west lies Lansing, the diverse and economically barren capital city, as well as East Lansing, home to the behemoth campus of Michigan State University and its tens of thousands of students. To the far east is a cluster of wealthy, majority white townships in Oakland County, the executive hub of suburban Detroit. And in the middle, a vast region that defies easy definition, affluent exurbs run up against forgotten farmlands, diverging areas that are bound by little except a shared consistency of culture: The areas are overwhelmingly white, deeply religious and reliably conservative.

What the district lacks in ethnic diversity—it is more than 80 percent white—it makes up for with a rare geographic mix. Slotkin, unlike most members of Congress, has constituents that are urban, suburban, exurban and rural.

“The district is unique because it’s really three districts—west, central and east,” says John Sellek, a local Republican consultant. “The west is Ingham County, a place that does not elect Republicans. Then, you’ve got Livingston as the anchor for Republicans in the center of the district, a conservative, high-turnout area. And then in the east, you’ve got the northern suburbs of Oakland County, which is still considered a Republican area, but without the hard-core conservative voters you find in Livingston.”
Sellek, who lives in Brighton, an idyllic, affluent bedroom community inside Livingston County, adds: “What scares Republicans is the change in Livingston. It’s a high-growth area, and that growth is coming from suburbanites who aren’t sure they identify as Republicans anymore.”

While many of the once-red districts that flipped in 2018 had witnessed considerable shifts in voting behaviors and were thus long overdue for a Democratic takeover, the 8th remains at its core a messy, self-contradicting political universe. Its red-to-blue conversion in 2018 was hardly a reflection of a lurch leftward; rather it was a unique repudiation of Trump and his new right, a verdict made possible by lopsided advantages in money, energy and, ultimately, turnout.

“This isn’t the story of a district that’s moving toward Democrats,” says Dave Wasserman, the ace congressional handicapper for the Cook Political Report. “It’s still a very polarized district between some of the true Detroit suburbs on one side, and a very liberal state capital and college campus on the other side, and a lot of deeply conservative areas in between.”

This polarization is embodied by Ingham and Livingston, adjacent counties, both of which are contained fully within the 8th District. Ingham County is 75 percent white, has a median household income of roughly $53,000 and a poverty rate of 21 percent; Livingston County is 97 percent white, has a median household income of more than $78,000 and a poverty rate of less than 6 percent. One county has virtually no recent history of electing Republicans; the other, virtually no recent history of electing Democrats. If these are the political extremes, the middle is represented by a narrow strip of Oakland County, the last piece of the district’s puzzle. It’s a competitive, if right-leaning, stretch of mostly affluent suburbs, meaning it’s all a matter of margins: Whereas a Republican blowout all but guarantees a Republican win in the district, a relatively close race there gives Democrats a chance. (Slotkin lost Oakland County by some 14,000 votes in 2018, which allowed her to win the district by 13,098 votes thanks to huge turnout in Ingham County; during the previous midterm, in 2014, Bishop carried Oakland County by some 32,000 votes and won the district by roughly 30,000 votes overall.)

Slotkin won because she was able to turn out the anti-Trump vote on the left and middle.  She freely admits she's in trouble in November for that reason, and that Biden will be too if he mistakes anti-Trump sentiment for pro-Democratic policies.

As overly pragmatic as I am, I tend to agree with her. I don't believe that Biden is headed for a loss. But I do believe that he could lose, and that he needs to assume that he may be behind.

Don't believe the polls.  Fight like you're down by 10 points every day.

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