Iowa Horse Racing

Jeff Alworth

Good, rational, sober bloggers should continue to have broad interests no matter how interesting a particular story is.  I am not one of those bloggers: this week it's going to be  impossible to focus on anything unrelated to the Hawkeye State.  Giving way to this urge, I therefore offer the following analysis with no further apologies.

Iowa Volatility
Iowa_trends_2 For those who don't follow Iowa closely, you may not be aware of how radically things shift in just the days before the Iowa Caucuses. In 2004, polls still weren't picking up the Kerry/Edwards movement even a month out--they still had Dean and Gephart 1-2.  But in the week prior to the election, the polls did register the shift--of eight polls done in that week, six had Kerry beating Dean.  Only the Des Moines Register had Edwards also beating Dean, but savvy insiders, looking at the trendlines, might have been able to see that Edwards would catch Dean by the Caucuses.  So when looking at the polling, forget about everything that has come before--only those polls done in the last week or two have any real validity, and in this year's race that's especially true.

Trends
Fortunately for us, Pollster.com has put together handy charts that track not only current trends based on aggregate poll numbers, but also charts tracking recent trends.  Normally pollsters like to lag aggregates somewhat since poll-by-poll variability means that outliers can create the false appearance of changing attitudes.  However, since Iowa is so volitile, it makes sense to pay more attention to those early indicators.  I have cobbled together the trendlines of the three major candidates from these data and created this comparative chart at right.

The red line indicates the sensitive trend, and both Hillary's and Edwards' show that the candidates may be getting some late-breaking interest.  Obama's, however (say it ain't so!), is headed down, even while his standard trend continues upward.   One caveat: no one has ever tried to poll people during the holidays, so it's unclear what effect this may have on polling. 

Caucuses
With the caucus system, initial support isn't the final factor.  The degree to which candidates are organized in the caucuses themselves can hurt or help them to the tune of +/- 5% or more.  In 2004, for example, pollsters did what they call an "entrance poll"--they asked people who they supported.  But a funny thing happened--the entrance polls, while being the most accurate of any poll in determining the places of the candidates, didn't line up with the final delegate count:

The results there further favored Kerry and Edwards. Kerry moved up to 38% of delegates, from 34.8% in the entrance poll and 25.9% in the pre-caucus poll trend. Edwards got 32% of delegates, up from his 26.2% in the entrance poll and 21.4% in the poll trend. Dean ended up with 18% of delegates, down a bit from the 20.5% in the entrance and 20.3% in the poll trend.

Lesson?  Look at the polls for a general sense of things, but don't bet the farm on what they're showing.

Iowa Power Rankings
Sports sites love to do power rankings of various sports leagues.  They normally revise it once a week, but maybe I'll revise this once or twice more based on the arrival of new polling data.  Feel free to tell me why I'm wrong.

Democrats

  1. Edwards.  Although he's still trailing Clinton in the polling, two things suggest he may be able to pull it out in the end: the "anti-Hillary" forces may fracture in the caucuses, as Obama and Edwards supporters decide to back the candidate they think can beat the NY Senator; furthermore, those in the know say Edwards is strongest in rural Iowa and has the best organization.
  2. Clinton.  She took it on the jaw and she's still leading the polls.  If she pulls out Iowa, the rest of the states become a coronation.
  3. Obama.  Unless he can make the case that he's the plausible alternative to Hillary, he's most vulnerable to a big slide on caucus night.   

Republicans

  1. Huckabee.  This may change; his current numbers are all headed in the wrong direction (he's actually trailing Romney in the five-poll average).  But he has a 20% floor of Christians who will not forsake him, and this gives him the edge.
  2. Romney.  Everyone says attack ads kill you in Iowa, but Romney, who was already experiencing rigormortis, decided "what the hell."  It worked.  If he finishes a close second, he should stay around a little longer.
  3. McCain.  Rudy's numbers are bottoming out, as are Thompson's. Only Ron Paul is edging up among the second tier candidates, and that's because he started at bupkis.  Wouldn't it be interesting to see a strong McCain third-place heading to New Hampshire, especially if Romney finishes second?
     
  • Bart, Springfield (unverified)
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    Poll only exist to manipulate people. It's all just political theater for the ill-informed.

    This is what I think will be the results of Iowa Republican race:

    1) Romney 2&3) Paul/Huckabee toss-up 4&5) McCain/Thompson toss-up 6) Giuliani 7) all others under 2%

    There was never any doubt Romney was going to win Iowa. You will see the well paid machine go to work on caucus day. The "Huckaboom" was a neocon media creation so they could limit thier discussions to Romney vs Huckabee.

    Because they already know Romney will win Iowa and Huckabee has no money to continue, McCain, Giuliani, and Thompson are hoping at least Huckabee can "damage" Romney. So everyone is supporting the fallacy.

    Here's the problem. Because the Huckaboom is really HuckaBS, it is becoming obvious to the media that it isn't working. He isn't getting anywhere close to Romney. So now they are coming out with the negitive reports on Huckabee to cover it up. Why? So they can say Huckabee imploded, not that it was all hype.

    Paul definitely has more support at the grassroots level than any of the others. They are the people that WILL show up at caucus and bring a friend or three. They will make it a party, not a chore. Expect a strong showing. Will he have enough to overcome the media hyped Huckabust? That's the question.

    McCain and Thomspon will be a marginally distant 4th and 5th with Giuliani barely beating the third string runners.

    We will all know in a few days, so if anyone has a different opinion, please post it. We can all check back this Friday and see who's closest.

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    Bart, if the polls don't mean anything, how did they get it right in '04?

    As to the Republicans, I am admittedly less informed--but attributing Huckabee to the neocons is absurd. He's a foreign policy neophyte (no-phyte?) and almost exclusively a phenomenon of the evangelicals.

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    Jeff, I'd pick apart your power rankings, except that they're exactly the order I filled in on my survey earlier today ;)

    That said, Bart has good points, and these are things I wonder about too. I think that both Paul and Kucinich have huge grassroots support, and it will be interesting to see how successful media and establishment marginalization can be in the new tech world. Web 2.0, talk radio, etc. have come a long way since 2004. So it will be very interesting to see how both of them fare in the most deliberative system used in the primaries. Especially Paul.

    Oh yeah, and I know this is going to be unpopular, but I want Paul to win the nomination. People seem to forget that a presidential election, in addition to choosing a new president, is a rare opportunity to have a large national discussion about where we want our country to go. Having anyone but Paul nominated on the Republican side will result in a general election that focuses on "whether or not" we want a continued occupation of Iraq -- a question the general public has pretty much gotten past.

    With Paul as the nominee, we will have the chance to discuss HOW is the best way to get out if Iraq, and also domestic issues etc. We need and deserve the opportunity for such a discussion.

    Would he be tough to beat? Hell yes. But anyone in the Democratic field is capable of it. They would just have to put their best foot forward to do so; there would be no cruising to victory while all the corporate lobbyists get a head start on steering their attention.

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    Oh, almost forgot:

    GO HAWKS!!

    Well, maybe next year.

  • LT (unverified)
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    For an evangeiical candidate, Huckabee is driving the "establishment" types (National Review, Rush Limbaugh, George Will, Club for Growth, etc) nuts. I want him to win Iowa just so those turkeys taste defeat and the feeling they are leading where voters don't follow them.

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    From the Obama camp not long ago

    I wanted to be the first to share the news, whether this email finds you tonight or you're reading this in the morning. A few minutes ago, the Des Moines Register released its final poll of Iowa Democrats ahead of Thursday's caucuses. The headline: 'Obama widens lead over Clinton.' Here are the numbers: Barack Obama 32% Hillary Clinton 25% John Edwards 24% The details get even better. Here are a couple of quotes from the accompanying article in tomorrow morning's paper: "The findings mark the largest lead of any of the Democratic candidates in the Register's poll all year, underscoring what has been a hard-fought battle among the three well-organized Iowa frontrunners." "Obama's rise is the result in part of a dramatic influx of first-time caucusgoers, including a sizable bloc of political independents. Both groups prefer the Illinois senator...."

    Obama wins by 4.2% over Clinton. Thats my prediction. Like you said only the Register got it right in 04 and I'm banking on them now.

  • Matthew Sutton (unverified)
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    Obama most vulnerable to a big slide on caucus night?

    Come on Jeff. I don't think you understand the energy and excitement behind Barack's campaign. He is leading by 7 points in the Des Moines Register poll, one of the only polls that got Kerry right in 2004. He is campaigning in 5 cities in Iowa per day, drawing crowds that are double or triple those being drawn by Edwards and Clinton in the same locations.

    Obama will do very well on caucus night.

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    Matthew, from the Des Moines Register poll done 12/27-30 with 800 "likely caucus goers":

    Democratic presidential candidate Barack Obama has widened his lead in Iowa over Hillary Clinton and John Edwards heading into Thursday's nominating caucuses [...] Obama's rise is the result in part of a dramatic influx of first-time caucusgoers, including a sizable bloc of political independents. Both groups prefer the Illinois senator in what has been a very competitive campaign. Obama was the choice of 32 percent of likely Democratic caucusgoers, up from 28 percent in the Register's last poll in late November, while Clinton, a New York senator, held steady at 25 percent and Edwards, a former North Carolina senator, was virtually unchanged at 24 percent.

    Two things worth mentioning: I have been an ardent Obama fan since the Spring and my predictions have historically been terrible. More: the DM Register poll is widely admired as the most accurate, based mainly on their ability to identify who will actually turn up at the caucuses. And yet more: it's a little unclear which way causality runs here: in '04, when the Register got the order right, was that because they had read the voters right or because voters read the poll? If the latter, this will be a boost to Obama even if the poll was wrong.

  • Matthew Sutton (unverified)
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    More good stuff here at Iowa True Blue for those of you following the Iowa "horse race".

    Thanks Jeff for getting this thread started.

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    A couple of thoughts:

    1. Voters' second choices -- while obviously important -- are probably being overestimated a little. If you're an Edwards voter, but your second choice is Obama, or if you're an Obama voter who also likes Edwards, it won't really matter much because the viability threshold won't kick in (depending on precinct). Seems like there's some double counting happening.

    2. I think the phenomenon of Obama underpolling because of cell phone use is real, assuming these folks show up. Also, polling in general seems very difficult right now, as pollsters and campaigns bombard every household in Iowa. If you're not picking up the phone, and plenty aren't, you're not being registered.

    3. Edwards looked great on C-Span yesterday: very sharp, very crisp message. However, I think part of media's reporting on his surge is a result of collective guilt for ignoring him for months. I'm a strong Obama supporter, but I've long thought media were premature in essentially calling this as a two person race; I wonder how much of the reporting now is overcompensating for past unfair coverage.

    4. The Clinton campaign refused to answer a question from a nine year-old reporter from the Scholastic News yesterday. I understand not doing press avails in these closing days, but I'd like to think there's some karmic principle at play here that will affect her chances Thursday. I'm not holding my breath though.

    I can come up with very good reasons why any of the three top candidates should win Thursday night. We'll find out this week. I'm also intrigued by the New York Times piece speculating about the diminished importance of an inconclusive Iowa outcome. Expect to see that article widely circulated by the second and third place candidates -- no matter who they are -- immediately after the vote.

    And Jeff, no one expected a sober column from you on New Year's Eve! Happy New Year's all.

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    Jeff, am I right in thinking that the time axis on your combined graph (thanks for the graphics work!) is since about September?

    It looks like the most recent changes in these graphs are considerably "undecideds" deciding. Edwards has much recovered from an earlier decline, in which Obama may have been taking support from him, comparing the trend patterns. Yet Clinton is also up, as are Richardson and Biden on a chart on the polls.com site, and Obama is only slightly down.

    We should keep in mind that the colored line endpoints are very close for all three. Without the scale this graphic creates an illusory perception of Obama being ahead in this comparison (i.e. I'm not talking about the single poll you & bdunn discuss). He's actually on a taller scale if I'm not mistaken, because he has been more volatile, almost wholly upwards. Even if the scales are the same & the effect is purely optical due to steepness of his climb, the best way to read these is from right to left.

    There is a lot of buzz among Edwards' supporters too, it is hardly unique to Obama (probably everyone is pretty jazzed at this point). In the pro-Edwards discussions there is a lot of rhetoric about him as "unity" candidate, which at times however seems to mean either "likely to benefit dispropotionately in the second round" and perhaps less often as "point of unity for those with anybody-but-Clinton attitudes."

    At the polls.com site Richardson is shown with 5-7% and Biden with 4-5%. In the case of Richardson, if his support has geographical concentrations, these numbers at least raise the possibility for me that he might get past cutoff thresholds in a number of places, which would mean fewer redistributed votes in the second round. That would be bad for Edwards if Edwards' supporters are right in thinking he tends to gain relatively in the second round.

    Media reports make it seem that 15% is the most common cutoff for getting into the second round, so the possibility I'm raising about Richardson would be stronger if his statewide average were 10% or above.

    But I don't really have a sense of how much geographical variation there is, or whether there may be a lower threshold in some bigger (urban?) precincts. I think there must be one or the other or both, because otherwise results in previous years, in which trailing candidates nonetheless get some % of actual votes cast & are under 15% don't make sense.

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    Perusal of the link provided by Matthew Sutton shows it to be a strongly pro-Obama blog. It gives some information about how Obama supporters are thinking & talking, though I can't know how typical it is. But if there's "horserace" info of a wider sort, it's buried a bit & I didn't find it on a quick look. This could be a late-in-the-campaign artifact.

    Also, I'd like to point out, for fans of the "Kari Chisholm as duplicitous puppeteer mastermind" theory of BlueOregon, that Kari, an Edwards guy, clearly is not shaping this thread. Doubtless he's making the right choice about being involved in his son's movement from newborn to infant. (Off topic -- I'm not sure I've ever seen anything as amazing to me as the changes in those very early days, so basic yet so huge -- completely changed my perspective on the orders of magnitude in human complexity.)

    The other two pro-Obama editors have shaped the thread, Jeff as author and Charlie as commenter.

    And they have done so in an honest and forthright manner. They don't hid their preferences but consider information in a generally fair-minded light, exactly what one wants for interesting discussion informed by good will & critical thought. Thanks for setting a good tone, Jeff.

    Charlie's telephone argument is interesting, but I am wondering if Obama is the only candidate implicated in its consequences. Are there reasons to think Obama supporters more likely to have cell phones or exclusively cell phones than supporters of other candidates?

    Also, is there any reason to think that the DM Register poll has a superior technique for getting around that problem? Or for getting a better response rate on their phone calls, if as Charlie points out people are tired of being polled & not answering phones?

    Charlie's warning to us about problems with late polls & polls & new technologies generally exemplify his fair-mindedness in my view.

    FWIW the author of the blog Matthew cites, in a pro-Obama post which nonetheless stipulates that everything is highly fluid & up in the air, says that the DM Register pollster is the best in Iowa, in his opinion -- despite my earlier comment I don't get the sense that this is a one-off opinion voiced because this particular poll is favorable to Obama.

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    Chris, I think you're right about the segment shown--Pollster doesn't break it down by month, but eyeballing it, September seems about right.

  • Matthew Sutton (unverified)
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    Chris, you are right in that Iowa True Blue Iowa is Gordon Fischer's blog and he is backing Obama. He is the former Democratic Chair of Iowa. However, I have found it to be a great site for "ear to the ground" information that you can't find here or elsewhere. His comments on how fluid things are in Iowa and how "everything can change" speak volumes of Gordon's candor.

    And, as anyone who has read my posts already understands, I'm a about as pro Obama as they get. After years of being an Independent, I registered Dem because of Obama. I think there are a lot of people like me out there that the Dem party has drawn in because of Obama alone. No other Dem candidate has this crossover appeal.

    The Des Moines Register poll taps into this as I understand it included Independents and Republicans. They will be caucusing for Obama. Think about the implications of this if carried through to the general election. Hmmmm.

    Now that I have reminded everyone of my bias, let me share something else from the inside of the Obama camp. I have been monitoring the comments from our volunteers on the ground in Iowa. Today I have found an unprecedented level of excitement and buzz. Everyone, including our candidate, are fired up and you can see it at the huge crowds Obama is drawing and the zeal of the volunteers in Iowa. I know you cynics don't like to consider this stuff, but I think this bodes very well for Obama on caucus night.

    Stay tuned.

  • Matthew Sutton (unverified)
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    Just found this and have to share it with you:

    For Immediate Release - Tuesday, January 01, 2008

    DES MOINES, IA - Democratic Presidential candidate and Ohio Congressman Dennis Kucinich opened the New Year by publicly asking his Iowa supporters to vote for him in the caucuses this Thursday, and suggesting that if he did not make the 15% threshold, their second ballot should be for Senator Barack Obama. "This is obviously an 'Iowa-only' recommendation, as Sen. Obama and I are competing in the New Hampshire primary next Tuesday where I want to be the first choice of New Hampshire voters.

    "I hope Iowans will caucus for me as their first choice this Thursday, because of my singular positions on the war, on health care, and trade. This is an opportunity for people to stand up for themselves. But in those caucus locations where my support doesn't reach the necessary threshold, I strongly encourage all of my supporters to make Barack Obama their second choice. Sen. Obama and I have one thing in common: Change."

  • Bart, Springfield (unverified)
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    Jeff,

    Sorry I didn't write back sooner, New Years and all.

    Bart, if the polls don't mean anything, how did they get it right in '04?

    '04 was a different creature altogether. You only had one race and the Republicans were free to vote in the Dem caucus. The entire establishment on both sides wanted a Kerry win knowing it would be a Kerry loss to Bush. If Bush had lost there would be no Hillary Clinton candidacy right now. So, yes, the Clintonites wanted a Kerry win. Yes, Gephart did a political murder-suicide on Dean. That Iowa race was electioneering at it's finest.

    As to the Republicans, I am admittedly less informed--but attributing Huckabee to the neocons is absurd. He's a foreign policy neophyte (no-phyte?) and almost exclusively a phenomenon of the evangelicals.

    Not at all. The "evangelicals" do not have the power or control of the MSM and could not possibly have been responsible for the positive coverage Huckabee received. Only the neocons/neoliberals have that kind of control over the media. They also know for a fact they can take him down in a media day when they want to.

    Bart

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    Matthew, your testimony and that of others will make it easy for me to be an enthusiastic Obama backer if that's how things play out. The Kucinich semi-endorsement is most interesting.

    On the other side, though, the Pollster.com site Jeff provided has links to a post from Taegan Goddard's Political Wire showing more than half a dozen polls with a lot of statistical dead heats, at least first round, and some showing each of the top three leading. They say that the widely disparate results reflect different polling assumptions about who are likely caucusers. So Charlie wins again: "It's all about turnout"™

    The one I've seen Edwards supporters touting in some other places, our equivalent of the DM Register poll I suppose, is from Insider Advantage/Majority Opinion Research. Conducted Dec 28-29 (i.e. after the DM Register poll) and published Dec 31, it shows this first round spread: Clinton has 30%, Edwards 29%, Obama 22%, with 14% committed to other candidates and 5% undecided.

    More significantly, though, they also look at second-round voting in a way restricted to the second preferences of those other than the "big three" -- addressing a point Charlie makes above. Their final conclusion:

    Using the reallocation methodology InsiderAdvantage used in 2004 – which correctly indicated a fairly comfortable win for John Kerry – our new poll reveals that, if the caucuses were held today, the reallocated final outcome would be:

    Edwards: 41% Clinton: 34% Obama: 25%

    Now I know nothing about this outfit, their track record or neutrality, beyond the claim about Kerry above. But McClatchey gets somewhat similar though less extreme "second round" results: Edwards 36%, Obama 26%, Clinton 26%.

    Apropos of widely varying turnout assumptions, Clinton's campaign in questioning the Des Moines Register poll thus (per Boston Globe):

    The Clinton camp argues that the Register's model of who will turn out for the caucuses is different than in 2004 by including far more independents. If the same model was used in 2004, Clinton would be in the lead. Other recent polls show a virtual dead heat among the three Democrats. "The Des Moines Register poll adopts an unprecedented new turnout model for the caucuses, and its new poll is out of sync with the other polling done in the race," Mark Penn, Clinton's chief strategist, said in a memo posted on a campaign website late Monday.

    Which might be right, or might be whistling past the graveyard of Obama's unique appeal (see Matthew's comment above).

    Much depends I suppose on whether the pollster has evidence beyond the anecdotal suggesting increased historically unusual participation, and has correctly interpreted it, in making the underlying sampling choice.

  • Matthew Sutton (unverified)
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    The other polls are focusing strictly on Dems. The DMR poll included the Inds and Repubs, so it is more representative of the electorate.

    Also, I wonder if twice as many people are showing up to listen to Barack than the others, why would more show up to caucus for them over Barack?

    We'll find out soon enough I guess.

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    Yep, we'll find out. My impression is that the different polls do include Is & Rs planning to caucus D to some degree, but in smaller numbers or calculated with different weighting.

    The Clinton people are focusing on the DMR wider inclusion as a bad thing because misleading. Presumably the DMR chose what it did because its pollster thinks more such participation is likely this year. Apparently other pollsters disagree. As you say, we'll see.

    Actually Barack Obama is such a good speaker that I'd be surprised if some people didn't just go to hear him. We've been starved for decent oratory for a while. If he were primary stumping here I'd go & take my kid even if I wasn't planning a primary vote for him.

    Obama has a number of good qualities & if he wins the nomination I'll be able to campaign for him positively & enthusiastically; if it's Clinton I'm going to be campaigning more against whomever the Rs put up. But Edwards speaks more directly for me in a number of ways, that's all.

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    Bart Springfield,

    I'm with LT on this one. Huckabee is a total heretic on the Grover Norquist no taxes throttle gummint scale.

    He is the worst nightmare of the crowd that David Brock described in Blinded by the Right even though he got himself in trouble early on as governor of Arkansas doing their bidding in the Unending War on the Clintons.

    That said, I only want to see him do well in the primaries to expose the hypocricy of his enemies inside his own party. His own tax policy is pretty much insane.

    SO far it's been great fun watching them try to spin their inherent greed against Biblical New Testament princples.

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