Biden vs. The Red Horizon

Remember back after President Obama won in 2012? We heard from a lot of Democrats about how “demographics are destiny.” The idea was that the Obama coalition would simply carry the Democratic Party to future majoritarian status. In the time since, it’s true that Democratic victories in 2018 and 2020 were built largely off of that coalition, but there have been cracks in the foundation that should be concerning, particularly given the radicalization of the GOP in the Trump era.

It is true that in the coming 20 to 30 years, the country should move from majority white to non-white in population. It is also true that within the next 20 years, half of the country’s population will reside in just eight (8) states. Yes, the diversifying country is happening in about 8 states, or roughly 16 Senate seats. In many of the more rural, smaller, more red states, the country may even be whitening. Those 42 other states will have 84 Senate seats. When you add on that the Democratic coalition of voters tend to live together in urban and inner-suburban House Districts, you get close to 200 Congressional seats where Democrats routinely win north of two-thirds of the vote, but those 200 seats aren’t enough for a majority. This means Democrats will need to win in more moderate suburban districts, where the politics can tend to be at odds with the politics in the blue districts that make up most of the Democratic caucus. In other words, an emerging non-white majority in America is in danger of being ruled by a shrinking minority of rural white voters, if Democrats can’t balance the politics just right to win the moderate suburbs.

Of course, all of this is assuming the current political alignment even holds, which is at best murky. If this isn’t clear yet, non-white voters in the Democratic Party tend to be more moderate than a lot of white Democrats, particularly the men. Making things even harder is a slight but noticeable split between white voters in the big cities and suburbs, breaking down clearly along educational grounds. When you combine more conservative non-white voters voting more ideologically than based on identity (seen in 2020 as very slight shifts towards Trump) with urban white working class voters behaving more like suburban are rural blue collar whites with their vote, because of culture grievances (canceling Christopher Columbus, Blue Lives Matter, “socialism,” etc.), you get the kind of minor cracks in the Democratic coalition foundation that can be lethal in the long-term. You get a 2016 to 2020 shift map of Eastern Pennsylvania with weird red pockets where you don’t expect them (see below).

That map tells us a lot of things, but what it’s screaming at us is that the places Trump did better are generally the places where Democrats have essentially one party rule- Philadelphia, Allentown, Harrisburg, Reading, Bethlehem, Easton. Again, we know the slight shifts among non-white men, and the more pronounced shift in white, blue collar urban neighborhoods explains a lot of this change. What I think we don’t appreciate enough is how hard it is to try and stop it. Big city mayors like Jim Kenney or Bill de Blasio are not going to be the kinds of spokes people that can push on more progressive politics, it’s antithetical to them winning. The same can be said for more progressive members of Congress that can increasingly win districts in cities and inner suburbs. While I loathe Alexandria Ocasio-Cortez for the damage she does to Democratic candidates in the 40-50 competitive House seats left with her messaging and presence, she represents the district she represents. Asking her to “tone it down” would probably harm her as bad as asking the New York Mayoral candidates to endorse “stop and frisk.” She’d end her career taking that advice. Sure, it might help us in Long Island Congressional races and Presidential elections, but exactly zero members of Congress are taking one for the team like that. In short, the impediment of the politics in blue seats on Democratic victories is probably inevitable right now.

The map above screams a second thing at us- Joe Biden is a particularly strong politician. His ability to take the slight hits in Democratic strongholds across the country, but still flip nearly every major battleground state through suburban America is a unique political ability we haven’t seen in a long time. His coalition of voters probably had 90% overlap with President Obama or Secretary Clinton, yet he found the gains in the electorate that he needed to beat a motivated GOP electorate that produced the second most popular votes ever- behind him. Biden’s coalition was broad, really diverse, and most importantly improved on all the areas where Democrats underperformed in 2014 and 2016. Contrary to the views of pundits that Biden was “lucky” to get nominated, you could see the contours of his coalition in the primaries before Covid hit- he was winning black working class, white working class, and suburban educated voters, in some states literally taking every county. In short, Biden was the guy for right now.

So what can the President do to try and fight off the demographic and political doom that seems to be setting up a “red horizon” for us? While many Democrats are arguing policy particulars, I actually don’t think this comes down to how much they raise the minimum wage, or cut student debt, or any of the things people are rage tweeting about right now. I think there are three broad themes he needs to hit in this Presidency to stop our political decay.

  • End “Messiah politics,” turn down the political temperature. In short, be a boring, normal guy. Democrats, going back as far as JFK, have elected charismatic, big personality types. The GOP has done similar. We pretty much reached the peak with the Trump cult. Americans don’t elect kings, in fact we were founded on not doing so. The concentration of American power in Congressional leaders, nine lifetime appointed judges, and a singular American President has not done us well. It has divided leaders from the people, and created the perception of the “elite” ruling class. It has also made us concentrate a lot on the personal characteristics and scandals of Presidents, which short of breaking the law, should largely be irrelevant. The President doesn’t have to be a perfect person, in fact none of them are. The President can be boring, we don’t need to see them on TV every day. We certainly shouldn’t be hanging on their 1am tweets. The press is struggling with the lack of news from President Biden, and that is a good thing. Our hope and savior shouldn’t come from one elected leader, but from ourselves. Joe should be a boring guy, a devoted family guy with a very important job. We need to break our addiction to sensationalistic political news coverage that has become the new normal, post-Gingrich.
  • Deliver tangible victories and results for his base. I would say a $1.9 trillion recovery package that revolutionizes public health, saves small businesses, puts cash in pockets, eradicates child poverty, and does a bunch to kill Covid is the best start we’ve seen in forever. It is not enough. Voting rights must be codified through federal legislation. The right to organize for unions must be strengthened after decades of attacks. Public education needs to be strengthened and funded. Action on climate change and the environment is needed. President Biden needs to enact legislation with Congressional Democrats that touch the lives of as much of his 82 million voting block as possible, particularly those groups who made up the backbone of his coalition.
  • Convince whatever portion of the Republican electorate he can that government can still be useful, at least sometimes. This is admittedly the trickiest part. Most of the Trump voting block was less interested in policy, but more so in grievance politics. Thank God for that. Had Trump went beyond his isolationist rhetoric on trade and wars, and actually combined action for the “forgotten man” on economics with his white man grievance politics, he may very well have rebuilt the FDR coalition and governed a new dynasty. Fortunately the grievances are still the lede in the GOP platform, but they can’t cross their rich donor base. Trump used their bigotry views to align lower educated white voters with millionaire Republicans better than anyone in modern time, in part because many working class white voters haven’t felt they get benefits from the government acting in decades. Of course they do, but the connection isn’t made. Whether it is on Covid relief, a massive infrastructure bill, or creating green jobs, the Biden Administration needs to change that perception. Left with their current presumptions, 47% of Americans were willing to follow an ignorant con-man into the abyss. We are on the verge of losing one of our only two American political parties permanently to the conspiracy theorists descending from the John Birchers through the Tea Party, a set of loons who stormed our Capitol and romanticize a second Civil War. In fifteen years the Republican Party will either be a healthy political party with political ideas, or it will be a dangerous, white nationalist cult that is governing the majority of the country through essentially an apartheid government. How they are brought back to the table after President Biden will decide that.

Looking at the future through the lense of reality is hard. In a couple decades, we could be a hellscape of a nation. That is, unless Joe Biden can restore some public confidence in the institutions that govern us. Unless he can convince us that DC is not a bunch of out-of-touch, hyper educated folks representing interest groups and eschewing reality in our lives. If he succeeds, he’s one of our greatest Presidents. If he fails, we will fall to the chaos of extremist politics and a bleak future.

President Biden

Finally.

How We Got Here

Joe Biden is the President of the United States. To put it bluntly, it is one of the greatest political stories ever told. Once elected our youngest Senator in 1972, Biden’s promising career seemed to take a huge hit from his failed 1988 campaign. He rebounded to become a very powerful Senator, chairing the Judiciary and Foreign Relations Committees. In 2008 his career seemed to take another hit from a tough Presidential campaign that ended in a crippling Iowa loss, but he rose again as then-Senator Obama’s choice for Vice-President. After two national victories, Biden was seemingly blocked from a 2016 run by Hillary Clinton’s perceived strength. She ran and got nominated, he didn’t enter the race after the tragic death of his son, and his career seemed over. Then fate threw a tragic curveball- Donald Trump won the Presidency. Suddenly some people saw Biden as a potential savior. Still others thought his time had passed.

The 2020 Biden campaign was incredibly predictable. Biden entered a crowded field late, and virtually everyone kicked him. People like Philadelphia DA Larry Krasner, a more radical lefty, called Biden dumb. His now Vice-President attacked him for his 1970’s busing position. Barack Obama and many other members of his administration were not overly encouraging about his run. The press wrote him off repeatedly. The Bernie crowd shuffled between calling him senile, accusing him of assaulting Tara Reade, calling him a corporate shill, and saying other nasty things. Candidates like Bernie, Beto, Kamala, and Warren took turns rising up close to him in the polls, then fading. Julian Castro basically insinuated he was senile, while getting the facts wrong himself. Joe even had to take the indignities of losses in Iowa, New Hampshire, and Nevada early on in the race. Predictably though, he overcame all of that. He won the nomination after a blowout South Carolina win and a Super Tuesday drubbing of the field. As he always has, he took the punches and stayed on his feet until he could give them back. Then he knocked the field out cold.

What Biden’s rivals didn’t understand was what some of us loved about him- Joe Biden was not the rest of the Democratic Party. While the rest of the candidates pandered and equivocated on who they were, Biden resisted the urge to move to the far left on health care and the environment, but knew he needed to be steadfast on issues that mattered to the true base of the Democratic Party, like labor laws, gun control, voting rights, and education. He lived with his extensive record. He was a nice guy, but he put a hardball team around him. He was strategic. In the end, he was honestly the only acceptable nominee who could beat Donald Trump. He had to win, and he won. The rest of these folks would have been rolled by Trump.

That he won without embracing “the new left” was a feature of why Biden won, not a bug. No one else could have whipped Trump as Biden did in the suburbs of Philadelphia, Atlanta, Phoenix, Milwaukee, and Detroit, not while Trump was slamming the “radical left” for huge tax increases and overreaching policies. If you don’t think Biden’s reputation mattered, built over a half century of work, just look at how Democrats did down ballot in so many targeted House and State Legislative races. It took a Biden to take those effective attacks and keep going. It took Biden’s “tough decency” to deal with Trump’s bullying style. He could tell Donald to “shut up” and still come off as the more decent human being. No one else survives that. Hell, even Hillary Clinton couldn’t.

And so here we are. Joe Biden beat every critic, 20 other Democrats, and Donald Trump. He won the nomination faster than anyone in the Democratic Party since at least 2004. He received a record of over 81 million votes, beating Trump by over 7 million votes, and 306-232 in the Electoral College. He walked into the White House with majorities in both houses, a mandate for change. He did without buckling to DC’s ideas about how to get here. While I would never call him or any other politician a saint, I’m proud to say I was both on his staff from Iowa forward, and served as a delegate for him. Joe Biden forged the only path forward for America, and he did it the right way.

Now What?

All Biden inherits is the greatest mess of all time. No pressure or anything. In the short to immediate term, there are several “must do’s”- pass a major COVID/Stimulus bill, an infrastructure bill, raising the minimum wage, immigration reform, voting rights protection, and fixes to the ACA. Out on the horizon are other big issues waiting- replacing Justice Breyer, acting on climate change, and public education reform. With majorities in both houses of Congress for two years, a mandate from a popular victory in the election, and the backdrop of a pandemic and insurrection, Biden will have to strike while the iron is hot. As the most skilled legislator to serve as President since LBJ, there is good reason to think he is up to the job.

There is more to the job though than legislating, and Biden will be tasked with all of that too. American politics, at least since the rise of Newt Gingrich in 1994, and arguably since 1968, have been poisoned. We are narrowly, but deeply divided. We had an insurrection at our capitol, and protests that sometimes bordered on riots, both within the past year. Domestic terrorists are on the rise. Distrust in police and law enforcement is at an all time high after a series of police killings of Black Americans. Biden inherits a country where the population distrusts it’s institutions, in many cases their government, and in an alarmingly high number of cases, each other. It is simply unsustainable. The conspiracy theories, personal vitriol, and Social Media wars have to end. There’s no guarantee any of it will.

Millions of Americans don’t consider themselves to be a party to America’s success. We are the wealthiest, most militarily powerful country the world has ever known. For millions, they don’t feel like they have benefited- for decades. This cuts across racial lines. While America has benefited overall in the global economy, large regions of the country feel they have not. While his party has turned inward to their base in so much of their message, part of Biden’s challenge will be to speak to a broader audience across America. Taking away President Trump’s fictitious monopoly on the “forgotten man” is central to getting buy-in to progress.

It’s real.

The Future

Let’s face it, we don’t know the future. Will Joe Biden run again? Will Donald Trump? Will the GOP treat President Biden better than they did President Obama? Will we get Covid under control? How will the midterms go? None of that is clear yet. All we know is that Joe Biden has a four year term to do it.

The GOP is in a messy civil war over the post-Trump era, and it’s easy to sit here and predict ruin for them moving forward. If they try to moderate, the Trumpism theory is that his base will bail on the party. If they embrace the Trump base, the Democratic majorities built over the last four years very well could hold. It seems hopeless, unless of course you look back over the last roughly thirty years of politics in America. Every President since the Cold War has entered office with a majority, and all lost those Congressional majorities in a midterm (Only Bush 43 survived his first one, right after 9/11). History says McConnell and McCarthy will be running their chambers in 2023, regardless of the mess they are.

Which leads to the real question: what are the Democrats? Recent history says the losing Presidential ticket influences their party more in the midterms, and wins them. Can Democrats capture the Biden brand and win again in 2022? The 2018 Democratic wave looked way more like Hillary Clinton, but message wise the Clinton and Biden brands were similar. A pragmatic slate of suburban candidates, women and men, built this majority. Joe Biden’s improvement on Hillary’s suburban performance was what won him the suburbs, and subsequently the swing states. Can 2022 Democrats improve in suburban Charlotte, hold their gains in suburban Philadelphia, and continue to grow in suburban Atlanta and Phoenix? At the same time can they deliver the needed policy victories for their non-white base that will produce big turnout? If so, maybe they can beat history. That’s their coalition now, not more radical elements on the left and seemingly gone folks still in the Trump camp. Democrats must keep the pragmatic center that was repulsed by Trump, while holding the equally pragmatic minority coalition that has faithfully voted blue. Joe Biden showed Democrats how to do this. Will we follow as a party?

All we can do now is see what happens.

Epilogue

Beautiful.

It’s been just about two weeks since the 2020 Election, or just about long enough for some good and bad takes to start simmering to the surface. I did an initial post-mortem on the election, and I pretty much stand by that. I’ve thought a bit more though, and I have new things to add. Let’s dive into it.

The closest comparative to Joe Biden’s 2020 victory is Barack Obama’s 2012 win. Obama won 51.1% of that vote, compared to Mitt Romney’s 47.2%, but Obama won the electoral college 332-206. Biden has 50.9% of this year’s vote, to Trump’s 47.3%, which netted him a 306-232 win. Democrats should be concerned that in the last twelve years (time since Obama’s first win), we’ve essentially traded Florida, Ohio, and Iowa into the red column to move Georgia and Arizona to swing status, and Virginia and Colorado to blue. I suppose if we can hold the “blue wall” of Pennsylvania, Michigan, Wisconsin, Minnesota, and New Hampshire, it’s not so bad. However if those 60 electoral votes truly fall into undecided or red hands, even Texas and North Carolina moving blue wouldn’t equal out (and I think both are purple at best). Demographics will only be destiny if in fact conservative forces use them to create permanent minority rule through the electoral college, the Senate, and the courts. The “new electorate” is simply not equally distributed out across the country enough, nor do this year’s results suggest that it is durable enough.

It’s pretty fair to say a Democrat needs to hit 50% nationally to pull out the electoral college. There may be somewhat of an open question at 49%, but there’s not much chance below that. It’s also fair to say that hitting 50% as a post-LBJ Democrat (to be read post Civil Rights, Vietnam, the sexual revolution, etc.) is hard. Jimmy Carter hit 50.1% in his 1976 win. In addition to his 2012 victory (mentioned above), Barack Obama did it in 2008, hitting 52.9% and 365 electoral votes. Bill Clinton got super close in his 1996 re-election win, getting 49.2% and 379 electoral votes in a three way race, but his 1992 was a low-water mark in victory, with 43% and 370 electoral votes in a three way victory. Only with Biden, Obama both times, Clinton in 1996, and Carter in 1976, the Democrats have topped 49% in the last 14 elections after LBJ. Al Gore hit 48.4% in 2000, John Kerry 48.3% in 2004, and Hillary Clinton with 48.2% in 2016, but all lost the electoral college. By comparison, some low water marks of the post-LBJ era include Michael Dukakis in 1988 (45.6% and 111 electoral votes), Walter Mondale in 1984 (40.6% and 13 electoral votes), President Carter in 1980 (41% and 49 electoral votes), and Senator McGovern (37.5% and 17 electoral votes). For reference, Vice-President Humphrey received 42.7% of the vote and 191 electoral votes in 1968. In 52 years, Democrats have won six elections, and topped 49% in five of the fourteen elections. They’ve finished with 46% or less in six of those elections.

This century, elections have been remarkably stable. Every Democratic nominee from 1996 through 2020 has secured at least 48.2% of the vote. Every Republican nominee since 2000 has secured at least 46.1% of the vote. The extent to which either party exceeds those numbers is often the decisive factor. The only Republican to significantly exceed 47% has been George W. Bush (both times), while both Barack Obama wins and Joe Biden’s were close to 3% above the Democratic floor, or more. For this reason, Republicans tend to run negative Presidential races and concentrate on lowering Democratic turnout. That’s probably not going to change anytime soon. Let’s not pretend it will.

So let’s talk about how we did it, and how it didn’t spread down ballot. The story is the same in state after state. In Georgia, the suburbs. In Pennsylvania, the suburbs. In Michigan, suburbs. In Arizona? You guessed it. By no means should one suggest that Biden *only* won because of the suburbs, but one should not dismiss it because it doesn’t fit their narrative. There seems to be a lot of consternation over how Biden won, and I don’t get why. As we saw four years ago, Democrats needed to improve their margins in the cities AND persuade the suburbanites to vote for them. They appear to have done both. Turnout hit record highs in Philadelphia, improved in Detroit, and yet Biden still ran up huge margins in suburban Atlanta and Phoenix. LatinX organizers in Arizona were huge in the victory, and so was a disciplined message to the middle. Perhaps the rest of the party should have taken a hint. Poorly run campaigns and bad left-wing messaging converged together to leave down ballot Democrats consistently coming up short of Joe Biden, and victory. With a similar national margin in 2012, Senate Democrats reached 53 seats. In 2008, they reached 60 seats. In 2008 and 2012, Democratic Governors were winning Missouri, Montana, New Hampshire, and North Carolina (once). Joe Biden was out performing the whole party at the state level in New Hampshire, and Senate candidates in Maine, North Carolina, and Georgia. Meanwhile your Mark Kellys, Roy Coopers, Connor Lambs, Lauren Underwoods, Sharice Davids, and other strong, independent brand Democrats won. Why?

Let’s start by addressing the tired debate about “far-left” messaging. No, “defund the police” was not helpful for Tom Malinowski or Conor Lamb. While the left has talked a lot about Medicare for All supporting candidates, nearly all of them won in safe “blue” districts and states. Obviously having the loudest voices in the party supporting policies that aren’t popular in swing districts isn’t helpful. This isn’t news or anything new. It’s always been a tension in the Democratic Party. People thought Truman would lose in 1948 over tensions on the issue of segregation. He did not. Of course I wish we didn’t have members talking about defunding the Pentagon. I also wish our leaders were pushing forward other voices too. No, I’m not an AOC fan, but the folks on the left have managed to push her and close to another dozen people out to the forefront with their message. Who is the “mainstream” party’s Ilhan Omar? The answer would be no one, which goes a long way to answering why our party has no one under 60 besides Kamala Harris currently occupying a leadership post in the party. The messaging did suck. If you don’t like that, do something about it.

Which leads me to my problems with the campaigns themselves. Let’s be serious, what was the message in some of these Senate races? Give us the majority? More importantly than that, they were both begging for small dollar donations (with a more progressive message), while saying “we’re not AOC!” Who believes that? Why would anyone buy that? How hard would it have been for everyone to run with Biden’s message on Covid, on health care, on climate, etc.? To be fair, some did. Others ran on their bios, demographics, general pandering, and “Mitch is bad.” The result? Republicans were effective in their attacks- the Democrats are AOC. Not that I think policy really moves voters, but what exactly was a Democratic controlled Congress going to do? Pack the courts? Raise taxes? End the filibuster? Swing states and swing districts don’t love that. What else did we give them though? Did we promise them a coherent agenda down ballot? I’d argue not.

I also would argue that the campaign consultant class needs to stop pretending it’s 2006. Spending all of your money in the final two weeks of the election only makes sense if that’s when you’re getting all of your votes. “Election Day” is a dead concept. “Election Day” now needs to be viewed by Democrats as the entire time that ballots are out. This is true both on paid communications AND ground operations. An ever growing percentage of Democrats are voting before Election Day. Democratic consultants and operatives need to adapt to that, and realize that any growth in the electorate is ALSO likely to come early. Any undervotes in this year’s election can largely be traced to candidates being unknown when our voters vote. Time to get with the times.

That’s all for now. My next post will link from convention to now.

0.

It took me nearly a week to finally be emotionally and intellectually able to write this piece, but write it I will. Joe Biden is our President-Elect. Donald Trump has been defeated. Kamala Harris has made history. People danced in the street, they cried tears of joy, they prayed, they rejoiced. For me, Saturday was one of the most moving days I have ever had. The sting of Hillary Clinton’s loss obviously hit me personally, I worked for both of Hillary’s Presidential campaigns, but it hit me even more personally than that. Rarely in the Trump era did I feel targeted by his vitriol, because I’m a white, straight, Catholic, suburban raised man, and he wasn’t trying to scapegoat me. I watched his policies and his rhetoric aimed directly at the heart of family, friends, and acquaintances alike, and felt helpless. It made me angry. The feelings I had this past weekend were so much different, so much better. I watched millions of people genuinely rejoice, dance in the string, and dance. For the first time in my political career, none of the bureaucratic BS of the campaign mattered at all to me. I was just proud of what I had been a part of. Nothing mattered to me but how this made people feel. It’s a new day.

Now, some notes…

The man of the hour.

An ode to Joe Biden.

We don’t give Joe Biden enough credit for what a master politician he is. Just the black and white ink of his resume should have been proof enough- Senate Judiciary Chair, Senate Foreign Relations Chair, seven times elected Senator, two-term Vice-President of the United States, and yes, now the President-Elect. We tend to view Joe Biden through his losses, and lose site of what he’s achieved, be it personal or political. This man is one of the great American statesmen and politicians of post-World War II America. Don’t mistake him for a saint, but don’t dismiss him as Barack Obama’s “crazy uncle #2” either.

Joe Biden was in my top tier in this race from day one (along with Harris, Booker, and Klobuchar), so obviously I’m thrilled with this outcome. Obviously being a part of his team, this is personally fulfilling as well. A lot of people ask me why I felt he was right though, and I’ll give you this anecdote- on Super Tuesday in headquarters, I declared very early in the day that Biden would win Massachusetts, and I was basically laughed at (one super senior staff member simply replied “that won’t happen.”). A buddy on the campaign asked me if I was serious, to which I replied kinda yes, and he asked me why. I asked him what other candidate could possibly win Rep. Pressley (The Squad) and Rep. Lynch’s (Irish Catholic moderate) Boston districts. My point played out pretty well. Biden could build the broadest coalition in the race, because he could speak to and empathize with the most people. He’s got Bill Clinton abilities, combined with the experience of the Obama White House, and the wisdom of years. All of that played huge against Trump.

So much to see here…

The Broken Democratic Brand…

After 2016, one of the criticisms of the Democratic Party was that “the brand” was broken. The party had lost power in all three branches of the federal government at that time, and our 2016 nominee had ended the race deeply unpopular. The argument was basically that Barack Obama had won twice largely on personal popularity. The party itself didn’t poll very well, and seemed to hemorrhage voters they used to get.

Joe Biden won Tuesday’s election, the Democratic Party did not. Let’s be honest beyond Biden about what kind of candidates were winning. Mark Kelly and John Hickenlooper were remarkably strong Senate candidates. Roy Cooper and Josh Stein in North Carolina are very powerful Governor and Attorney General candidates. Pennsylvania Attorney General Josh Shapiro was the only Democratic row office candidate to win. House superstars like Lauren Underwood and Conor Lamb survived. Many of their freshman colleagues met a much harsher fate. Even at the Presidential level, Joe Biden joined Jimmy Carter, Bill Clinton, and Barack Obama as the only Democrats of the post-LBJ/late 1960’s cultural revolution to win a national election. All were very gifted politicians and came to power on the back of a national crisis. We never win on generic ideology.

How bad are things though? In Pennsylvania, Democrats lost the popular vote for the US House by nearly 130k votes, at last glance. Democrats lost the entire New Hampshire state government, including both houses. Pennsylvania’s House and Senate Democrats sit at the exact same numbers they were at after the 2010 midterms. North Carolina’s legislature, just two years after Democrats broke the supermajorities, lost Democratic seats. Pennsylvania Republicans won their first row office victories in over a decade. New York State legislative Democrats lost seats. Minnesota and New Mexico Democrats lost Congressional races in good Presidential years.

I would not say 2020 was a terrible year for Democrats, but it was a correction of 2018’s majority. Like in 2016, late breaking voters seemed to decide giving us strong majorities was not in their interests. The reality is that Republicans have proven very capable of convincing voters to deny Democrats power, even in elections where they are rejecting the GOP. In 2018, Democrats were winning down ballot races in GOP strongholds. In 2020, Democrats lost some of those same seats back, limiting their ability to govern moving forward.

How it happened…

The Blame Game

Let’s dive into this week’s best political battle- the Conor Lamb’s of the world vs. the AOC’s of the world. I’ll start by stating the somewhat obvious- my politics aren’t a match with “the Squad,” and more so are with Lamb. With that said, I think that both sides have brought forward some interesting thoughts, both about Biden’s wins and the down ballot losses Democrats have suffered this cycle. For me, there’s lots of blame and credit to go around.

First off, I’ll state three obvious truths about Biden’s victory. First, there is no doubt that people of color, and more specifically their organizers, played a gigantic role in flipping Georgia, Wisconsin, Pennsylvania, Michigan, Arizona, and holding Nevada. Second, there is no doubt that Biden’s being more acceptable to suburban moderates in those same states got him those last few percentages of the vote that he critically needed. Third, and I can’t believe I’m writing this, but the unity encouraged by Bernie, Elizabeth Warren, and “The Squad” played a critical part in avoiding the lack of enthusiasm we fought in 2016. If you remove any piece of this puzzle, Joe Biden probably becomes the third Democratic nominee this century to win the popular vote but lose the crucial states needed to win. With all this in mind, I have to say that I’m not denying anybody the credit they are being given for this victory. When someone says Stacey Abrams deserves credit for flipping Georgia, all I’m doing is nodding in agreement, because you ain’t wrong.

… but let’s talk about the losing we did too. This is a tough love portion that goes in two parts, with the first being the impact of further-left messaging on the difficult races, particularly swing states and districts. The use of the term “socialism,” which is somewhat misleading anyway by “new left” Democrats, is a non-starter with many immigrant populations (especially Latinos) and suburban voters (swing districts). It played a huge role in losing Florida and Texas, and more specifically swing Congressional districts. Pointing out that candidates who supported Medicare-for-All and the Green New Deal all won, while not pointing out that they represent safe blue districts, is dishonest at best. Talking about defunding the police, abolishing private health care, ending commercial flights, and phasing meat out of our diets, while quite popular in our liberal enclaves, is a straight ticket to defeat in the kinds of districts that you have to win to get a majority. For their popularity in blue districts, “the Squad” is a perfect boogeyman for Republicans to put front and center in their efforts to call moderate Democrats extremists. You can’t build a majority under the American government system for further-left politics. Fortunately, I don’t think the “socialist” messaging stuck to Biden in most places, particularly after he won a primary against that. It absolutely worked is scaring late-breaking voters in Florida, Maine, North Carolina, Texas, and Congressional districts in Nebraska, Oklahoma, Ohio, and even New York. It’s not about forcing everyone to be moderate, it’s about forcing them to be disciplined. If your policy isn’t to actually *defund* the police, don’t use words with that meaning to gin up voters who are already with us. If you’re not actually going to *seize the means of production,* don’t call yourself a socialist. Since anything you say will be used against you anyway, only give them words you mean to give them. I will give a rare rebuke to our leadership though on the Hill for this- if you don’t want AOC to be the face of the party in Iowa and Florida, start pushing some other voices out front and on TV more. If you don’t, don’t get mad later.

Let’s not limit the blame to just the progressives though. Not all of AOC’s critique of the party is wrong. The Democratic Party is not interested in party building at a precinct level, across the nation. Most state legislative caucuses are fully owned by their expensive television consultants, and their money flows there. AOC’s point about investing heavier into the online presence, which those of us in the industry call digital organizing, was proven right this cycle by those of us on the Biden campaign, who both organized Super Tuesday almost fully online, then spent literally months organizing digitally during the pandemic. Elections are literally won where the people are, not Washington, and that is online in communities, and at the most localized level, which is the precinct. Want some truth? Hillary lost Pennsylvania by 5 votes per precinct in 2016. Our organizing model does not view campaigns through that sort of lense (more later on this.).

So much fun…

The Waste of the Grassroots Donor

I don’t have to remind you that well-funded Democrats lost Senate races in Kentucky and South Carolina. I don’t have to remind you of the hundreds of millions of dollars wasted on these races, which you may have contributed to. I doubt I need to dive too far into the relative disappointment for Democrats, particularly on the House and Senate level, with how we performed relative to how well funded we were.

This is not something that would have even been a thought before Howard Dean’s 2004 Presidential campaign, and it wasn’t even conceivable until after 2008. The old big donors would ask the party leadership essentially where to donate. With the shift away from PACs and institutional donors, there’s no way to focus donations into the most flippable seats. Let’s be honest about some of the well funded Senate seats we lost- Kentucky, Montana, South Carolina, Kansas, and even Texas- were not supposed to be competitive for President. The money still flowed there. Small dollar donors as our primary life blood in donations means a lot of money will go to waste. They will donate with their hearts, not their heads, and that’s their right to. That doesn’t help though.

Back in the primaries, I ripped the DNC for using the number of donors as a criteria to make the stage. I said it forced candidates to chase the whims of Democratic activists, not the average, median voter back home. I maintain that criticism after this general election.

Turns out this stuff works.

The Failed Democratic Organizing Model.

I’m just going to cut straight to the chase here- The Democratic Organizing Model being used nationally basically exists to make it’s managers look good. That’s it. It’s there to produce large scale numbers that look good to your potential next employer. It’s not there to do much else.

I told you earlier that Hillary lost PA by 5 votes per precinct, which she did. Did we react to that by partnering with down ballot candidates to increase our vote share, precinct by precinct? No. We instead focused on macro change, with the focus on statewide autodialers and big shifting numbers. This is not a Pennsylvania specific problem, and even in a victory it showed up in our losses down ballot. Democrats will lose roughly a dozen Congressional races nationwide, and lost close state legislative races in swing states like North Carolina, Pennsylvania, and Texas. This is specifically why we can’t govern and have nice things.

The average organizer was managing 25 to 40 precincts total. The organizing model in an area that size should emphasize quality, not quantity and efficiency. We should be building a precinct captain structure, and running each district as it’s own mini race. Recruitment call goals should take a back seat to one on one’s and meeting with clubs, party committees, and active citizens. We should be less reliant on predictive analytics to tell us who to talk to, because we should have volunteers engaging their neighbors. We should organize, not phone bank. Our turfs are small enough to do so.

Don’t limit this to just organizing. Our constituency outreach is one-size fits all, and often times turns off more people than it should. Our political outreach often times has no idea who the local electeds are. Our press teams spend way too much time on statewide and national press. In short, I think Democratic campaigns are too big and bloated in their structure, and broken in their execution. We got through that this time, because people worked hard and our candidate was made for this race. That won’t happen automatically again.

El oh el…

What I Got Wrong

In the beginning of this race, I said we needed to nominate Biden or someone like him, who could beat Trump in the close states- because I said then that Trump would get every vote of his 46% from 2016, if not more. I was right then, more so than I was right at the end. To this point, Trump has received nine million more votes than he did last time, and sits around 47.5%, a 1.5% upward shift. While his campaign and White House seemed inept, and he was polling around 41-42%, the fact is that this race played out very similarly- most of the undecided voters were actually for Trump. Trumpism was about more than a campaign or policies, but was inherently cultural. He proved much of the Democratic professional class wrong- you don’t need to quantify everything and be precise in every calculation to succeed politically. You can do it through blunt force and speaking directly to an audience motivated by things without a policy objective. Political incorrectness is what motivates their base, and we learned in this election that trying to match that turns off some of the folks we need to build a majority.

As I suspected, the demographic divides in our politics began to crumble. Biden made gains among white voters, seniors, suburbanites, and independents. Trump made gains among black men and certain Latino groups. Demographics were not destiny. I over-estimated the impact that would have in a few swing-states though- namely Florida, Ohio, and North Carolina. The truth is that the era of monolithic demographic movements is coming to an end. With that end, our politics will almost certainly re-align some more. This is probably good for Democrats, if they embrace it, as the GOP did not pay a price for their embrace of Donald Trump really.

There is another silver lining- I do not see another Donald Trump. He is their turnout machine, and he will not be on the ballot in 2022. while others will try to embrace Trumpism, I sincerely doubt their ability to do it. While he is morally troubling and intellectually lazy, Donald Trump is the greatest marketing mind on the planet and he managed to sell himself- an inexperienced, personally flawed, policy lightweight- as the symbol of political masculinity, the anecdote to political correctness, and the pushback to Obamaism is America. He knew there was no market for Paul Ryan’s Ayn Rand crap, Cheney’s neocon wars, or even the moral smugness of much of the old school “Christian Conservatism” crowd. You may think a Tom Cotton, a Mike Pence, or Don Jr. can easily pick up his cause now, but you’ll likely find that is wrong. Much like Bill Clinton’s successors (Gore and Hillary) could not ride his popularity to the White House, and Barack Obama’s personal popularity didn’t push Hillary over in 2016, you’re likely to find its hard to find another Trump.

That’s all for now. I’ll gather this whole series up in one, later on.

1.

Well, there’s my final predictions. Just over ten months after I joined the campaign, I have it at 369-169. I changed my mind on Iowa, but nothing else really. I’m also predicting Democrats win 51-52 Senate seats and pick up 15 House seats. Now we wait…

Well, this is it. Four years after the strangest, most shocking election of our time, we’re back. While the blue checks are arguing about exit polls on Twitter, the last surge of voters are heading to vote after work on the east coast. The only way this race is a surprise tonight is if the polls were massively off. That’s always been the case, as far back as February 29th, when Joe won South Carolina. Donald Trump has been screwed since.

The question tonight is not literally is Joe 75k votes better in three states than Hillary was. This is a different race. Remember this as we watch.

Polls are closing as we speak. You will get the “0 post” from me later tonight. I’m feeling good though. This long, strange journey is ending finally, and life can move on to honesty. I have lots of thoughts about this campaign, and how it was waged, some good and some not. Judgment has arrived. I believe this campaign is far better than what we did in 2008. More to come…

2.

In another universe it was a sleepy, damp Sunday morning. In Bethlehem, in our universe, Andrew Yang was on his soap box to tell us that even math was telling us to elect the Biden-Harris ticket, and Tara Zrinski for the State House. Welcome to the Lehigh Valley two days before a Presidential election. I say this with confidence- whoever wins here, they’re probably President. Public polling says Lehigh County will drive a Biden victory, but in 2016 Trump flipped Northampton County from Obama to himself. Nobody has forgotten in four years.

By definition, campaigns are a mess. Democratic Presidential campaigns are the worst of them all. So properly named “coordinated” campaigns, they are by definition not so. As I write this section, it is 7am on Election Day and the “first canvass shift” is about to start. Is there a point to this shift? Of course not. Did people get paid to plan this? Yup. Yet many basic, important campaign functions got left to God. What a mess.

Ok, the final averages as the polls open. 538 ends with Biden +8.4%. They also give Biden an 89% chance to win. RCP puts Biden up 6.7% in their final average, and gives him a lead in every swing state but North Carolina. His lead is 3.4% larger than Hillary’s was today. The Economist gives Biden a 97% chance of victory.

Now let’s see what happens… more later.

3.

This was fun…

There’s something really inspiring about GOTV weekend in an election. It doesn’t matter if it’s John Legend and Chrissy Teigen on a staff call, or a call full of friends driving in from New York. Maybe it’s a visit from Kamala Harris, or walking your neighborhood in the cool of night dropping lit. Sure, there’s fire drills like running wires for the speakers for an Andrew Yang event across the Valley, but what fun is the easy stuff? The fun in this part of campaigns is just how hard they are. Playoff games aren’t regular season games. You do a lot of crazy stuff, but they actually matter more now. It’s exhausting, but it’s nice. That’s really true in Easton, the county seat of maybe the most swing county in the most swing state. It’s close enough geographically to draw people from New York, New Jersey, and even New England. It’s important enough to get their interest in the first place.

The state of the race? 538 says Biden by 8.5%, and gives him 89% odds to win. The Economist gives Biden 95% odds to win. RCP says Biden is up 7.2%. They put him up in all six major swing states. 538 does the same, plus predicts a Biden win in Georgia. The RCP average, when compared to 2016, shows Biden doing 5% better. In short, there’s a clear favorite.

You think I’m tired?

This poll says this, this “anonymous source” says that. Hint: all lies this close. What writer is going to write “this is a blowout” if they want you to read their stuff? What campaign will tell you that if they want you to keep donating and volunteering? I guess what I’m saying is don’t treat this as anything less than industry. If you’re passionate, you’re the consumer, and the consumer must stay engaged. Let’s leave it there for now…

I took a lot of pride in watching my Northampton and Lehigh County Executives on the global stage this weekend. I worked hard to elect these guys. One was on MSNBC assuring the world we could count votes fairly here. The other was on BBC telling the world about who we are here. It’s kind of wild watching this. I’ve turned down a lot of interviews this year, then watched the world I played a part in building tell the story I wanted told, while I worked on this. I started here 18 years ago. Maybe I’ve come full circle now.

More tomorrow…

4.

It’s been a long time…

When I started this process out, just over ten months ago, this is not the script I had in mind. Yet, here we essentially are, kind of where I expected things. Biden won the primaries by eventually building the coalition of white and black blue collar voters that Bernie Sanders could not defeat. Biden immediately was then staked out to a lead against Donald Trump because of generic Democratic strength with non-white voters AND strength with white voters, particularly old and educated ones, that hadn’t been seen since Jimmy Carter’s 1976 campaign. Throw on Covid and suddenly Biden’s lead has approached landslide levels. Even so, here we are essentially battling in Pennsylvania, Florida, North Carolina, Arizona, Michigan, and Wisconsin, the big six from last time, and Biden is clearly stronger in them than Clinton ended up being- as I figured. As I thought from the start, Biden would put Ohio and Iowa back in play, but I did not expect conditions this year to legitimately put Georgia and Texas in play. In short, Biden ended up being who I thought he was. 2020 was not what I expected though- and yet it looks like the ending I expected.

Iowa was so long ago…

So the race- not much moving. 538 puts Biden up 8.8%. They give Biden a 90% chance of victory. That seems pretty good. RCP puts Biden up 7.9%. He’s over 50% in every poll they count, other than the two outliers (Rasmussen and The Hill), where he’s at 49%. He leads every battleground state as well, other than Arizona, despite the Rasmussen, Trafalgar, and Susquehanna state polls messing with the averages. Biden’s overall lead is 5.6% better than Hillary’s at this same point. His 51.4% polling average is also favorable to Hillary’s 45.5% closing number. There simply are less undecideds, Biden has more support, and Trump is in a bigger hole. The Economist gives Biden a 96% chance to win. This race simply doesn’t look like 2016.

NBD.

Some quick reads for you all. How Biden’s Malarkey Factory Fights Back. These folks deserve saint hood. Latino Turnout Could Decide Pennsylvania. While this shouldn’t surprise you, it might. Allentown, Reading, Bethlehem, and Hazleton are just *some* of the places future campaigns should invest their time and resources into turning out in droves. Entirely not campaign related, but Japanese robot Gundam shows off it’s dance moves. This is so 2020.

Four years ago I kicked off “Get Out The Vote” weekend with a Chelsea Clinton rally in Elizabeth City, NC, followed by a mad dash to the county board of elections site in town to deal with the crowd standing in line to vote. If I’m being honest, I was both far less confident in that outcome and far happier with the experience of the campaign. I had an easier job, woke up looking at the bay side of the Outer Banks every morning, and didn’t realize just how bad our party had become at running national campaigns yet. About the only bad thing I can say about my 2016 experience four years later is the Presidential outcome. This time I have a laundry list of personal and professional grievances with the experience, but I’m beyond confident in the outcome I see coming. It looks like Bob Casey in Allentown tomorrow, Andrew Yang in Bethlehem on Sunday, and a special guest in the Lehigh Valley on Monday. Let’s see where things end up…

5.

It’s the final hours now. The Hill reports that Joe Biden and Kamala Harris will spread out across the Commonwealth Monday, as will Trump. The latest DeSales/WFMZ Poll shows Joe Biden and Congresswoman Wild both leading in PA-7 by 19%. Meanwhile the Lehigh Valley Live/Franklin & Marshall Poll puts the PA-7 lead at 7%. Both would be significant movement from 2016. Even so, I have people sending me articles about the mythical “shy Trump voter.” They don’t exist. They didn’t exist in 2016. Polls were off by 1% in 2016. That’s what margin of error is. This is not a margin of error race.

My current map.

So the state of the race? 538 says Biden by 8.8%. They give Biden an 89% chance of victory. The Economist gives Biden a 95% chance of victory. RCP says Biden is up 7.6%. Their top battlegrounds polling is closer, but still puts Biden’s leads at larger numbers than 2016. Biden’s RCP lead is 5.3% larger than Hillary’s at this hour in 2016. In short, there’s not a lot of drama.

Corpus Christi, TX

Last night at 3am, Trump took to Twitter for his latest tweetstorm. He’s such a tiny, scared man right now. He knows he’s about to get humiliated. He can’t take it. That makes me smile.

More today…

6.

Today in Allentown.

Six days to go. RCP says the race is Biden +7.5%. They put Biden up in all the battlegrounds but Florida, which they call a tie. RCP has Biden’s lead at 5.6% larger than Hillary on this date in 2016. Meanwhile 538 puts Biden’s ads at 88%. They put his lead at 9%. Meanwhile the Economist puts Biden’s odds at 96%. The race remains not close.

Doug Emhoff visited Allentown today. It’s the first visit from a Biden or Harris family member to the Lehigh Valley. He drew a nice crowd of a few hundred to the IBEW hall downtown. There were some lunatics outside the gate making noise, but they just made fools of themselves. It was a good day.

A scenario I hadn’t considered was Georgia and Texas being as close as Florida at this point. Biden’s pathway right now is pretty interesting. Biden holds fairly comfortable leads across the board in Hillary’s 2016 states, with Michigan and Wisconsin looking good to join them. That’s 258 electoral votes. Trump would like to pull back Nevada, Minnesota, and New Hampshire, which combine for 20 electors, but that looks unlikely, as do the 26 electors from Michigan and Wisconsin. Other than Trump somehow sweeping them all in, Biden would win with just Texas. From his current 258, Biden not only would win by Pennsylvania or Florida, but also Texas, Georgia, North Carolina, Ohio, or Iowa and Arizona combined with any other swing state.

I’d rather have more paths than less…