Thoughts on Why Democrats Lost in 2024

Later on today, Republicans will take control of both houses of Congress, setting up for a unified control of government when Donald Trump is sworn in as the 47th President, later this month. Regardless of what you want the Democratic Party to be, they will essentially be irrelevant in governing America soon. Parties that win elections get to govern. Parties that lose get to complain.

I’ve largely stayed out of the debate over why exactly the Democratic Party lost in the 2024 Election. The reasons for that are fairly simple. First, I think there’s ample evidence that the election should have been much worse for Democrats, based on how they did down ballot from the Presidential race (they did better), so I think I’d be wrong to sit here and tell you how awful everyone did. Second, while I think there were serious problems with the Vice-President’s candidacy, I think it’s unfair to dunk on her after the loss when she didn’t cause most of the problems. Third, while I think Joe Biden does deserve some of the blame for the state he leaves the party in, I basically reject the media’s narrative that he lost the campaign for the party, or even that pushing him out was some stroke of strategic brilliance. My general read on what happened to the Democratic Party is that the root cause of their defeat was a death by a thousand cuts, that many different factors played into their defeat. My big picture opinion is that the problems with the Democratic Party were bigger than Biden, Harris, or even campaign tactics on the trail. Democrats have a mostly systemic problem that would be painful for a lot of people involved if they fixed it.

We make campaigns really complicated and scientific, and really at the end of the day they are more marketing than data science. Whether you’re trying to grow the electorate, shrink the electorate, or whatever, your goal is to convince more people that they want to make the effort to vote, and to vote for your candidate. Most voters don’t have some long checklist of issues they care about, they’ll look at the personal qualities they want and maybe one to three issues they care about. In other words, you want to be talking to the broadest audience possible about things they agree with you on, with the most likable/least offensive messenger possible. If you’re spending a lot of time as a party on stuff that excites 45% of the population, you’re probably going to lose, no matter how well you target voters. Bill Clinton and Barack Obama were both generally likable people, who seemed to like things that normal guys liked, and ran competent governments on the day-to-day. There were a lot of people who didn’t consider themselves progressives or activists, many people who didn’t ever donate a dime, who felt fine casting their vote for them. The same could be said for Joe Biden in 2020.

The Democratic Party largely misread exactly why Barack Obama won two terms, and it has plagued them in almost every election after. It was less about changing social norms and demographic tidal waves changing the country, and more about President Obama providing cool, competent leadership coming out of a turbulent time. He wasn’t winning record numbers of Black, Latino, and young voters because those groups somehow are naturally more liberal than the rest of the population. He won them because they liked him, and he offered ideas that they liked when they heard him. I think that the misread of why Obama won has done serious damage to the party’s brand, and maybe gave a false sense of security that lead Democrats to take positions that were never going to sell. Democrats found themselves arguing the virtues of progressive social policy against conservatives, rather than going back to the faithful argument that all Americans deserve rights and security afforded to them simply as human beings. Democrats found themselves defending an open border, rather than a competent, orderly, and fair immigration process that has the resources to keep people safe. We got cornered into virtue signaling arguments about slogans like “Defund the Police” and “Green New Deal,” rather than fairness in the justice system and a clean, safe environment. Because a lot of donors, activists, and operatives in the Democratic Party wanted Obama’s mandate and legacy to be a demographic tsunami that was leading us to a rejection of white, traditionalist, Evangelical male values, we took his impressive electoral strength as confirmation that he won for the reasons we wanted him to. He didn’t. The belief that he did though lead a lot of the Democratic Party being very comfortable in a perpetual culture war that a combined majority of America either didn’t agree with us on, or just didn’t give a damn about. We spent a lot of time telling America what a bad guy Donald Trump and his supporters were. We probably would have done a lot better the last eight years talking about lowering Medicare’s eligibility age, funding public schools, and building more affordable housing. The Democratic Party lacked anything that could make a majority of America feel excited. We didn’t put forward a big idea that most people felt would improve their lives.

For sure there are other problems with the party. Our campaigns are overly bloated and inefficient, our messaging is too narrow, perhaps our candidates are too cautious. We waste our power on Capitol Hill when we win worrying about process arguments and norms. We view digital and online campaigning as largely a fundraising tool, rather than the battleground. I could go on. None of that on its own is what does us in though. If you don’t know what people like about you, it’s really hard to sell those attributes.

To the extent Joe Biden deserves blame, perhaps the timing was just bad. An 82 year old man just isn’t going to look and act like a 62 year old man. That’s not his fault, nor does it necessarily mean he was incapable of actually doing the job. Perhaps he should have run in 2016. Perhaps, given how close Kamala Harris lost, he should have never (been forced to) dropped out at all. Unfortunately, I think Joe Biden’s biggest political miscalculation in 2020 was trying to appease the numerous but small factions of people in the Democratic Party with his candidacy. Some people were never going to be happy and enthusiastic with Joe, because his brand really was different than the rest of the party. There’s a reason he looked like the most moderate guy on the debate stages in 2020- he knew better than to chase slogan politics. The unique brand that got him nominated and elected in 2020 should have been something he defiantly defended. Doing so would have given him much more space to address inflation, to address global issues, and to deal with a Congress that was increasingly dysfunctional for the latter half of his career in Washington. Governing as a fairly standard ideological Democrat boxed him in with a large chunk of America.

When Kamala Harris de facto took over the Biden campaign in the Summer, I privately told family at the time that she had no chance. Here she was, with terrible approval ratings, serving under a President with bad approval ratings, jumping into the race late, swimming uphill against the demographic history of our country (we elect white guys), and frankly her last Presidential run didn’t go great. She far exceeded my expectations of her. She was a disciplined and focused candidate, she raised money, she motivated people, and most of all, she didn’t make big mistakes. She picked a Vice-Presidential candidate who did the least harm even, a move that is almost always smart. She damn near won despite everything. About the only thing I can say bad about her was that previous Presidential campaign. Her instincts coming out of the 2018 midterms were to chase the lefty activists who seemed to have momentum in the party. Most of America was never there. Trump’s campaign effectively used her words against her. She just couldn’t quite get clear of being viewed as the average Democrat. She just couldn’t quite out run the past. Most of the reasons why (bigotry, the nature of her current job, poor media coverage, etc.) weren’t her fault. That doesn’t change the sense in hindsight that this was baked in from the jump.

The evidence suggests Democrats should have gotten blasted worse in this election. Basically every other governing party in the developed West has either lost or lost seats since the Covid-19 pandemic has faded from public view. Senators Rosen, Gallego, Baldwin, and Slotkin won swing states that Vice-President Harris lost, as did Governor Stein, while outgoing Senator Bob Casey out performed Harris in PA. House Democrats basically held the status quo. All this happened while Donald Trump won the election and the popular vote. If the Republican Party had matched his performance across the country, they would hold a sizable majority in both houses of Congress, comparable to now. This could have been way worse for Democrats. That they avoided it is worth some congratulations.

If you want people to buy your product, you have to sell them something they want. Republicans are always going to try and define the Democratic message as something terrible. The Democratic Party didn’t really push back against those perceptions. Most Americans view Democrats right now negatively. Allowing the GOP to define the Democrats as a “globalist” (such a gross term) status quo, Beltway insider, ideological, “DEI” (I know, horse shit), nerd party isn’t going to work. Marching out a collective of the same old faces and leaders, a surrogate list that still looks like 2009, and messaging points that are approved by every partner in the coalition isn’t breaking that mold.

In short, I think it’s time for some of our leading voices to take a break. Too many of our leaders listen too much to activists and donors in our party, and their views of the world just don’t jive right now with most of the people. Elections are won out where the people are, and the next generation of Democratic leaders should take the timeout we’re in to get out and meet them. Learn what the product is that they want from us, and run with it. Most people aren’t looking for a Bolshevik Revolution in America, but they do want something to be excited and hopeful for. Twenty years from now, the world will remember Joe Biden, Kamala Harris, Barack Obama, Bill and Hillary Clinton, and Nancy Pelosi fondly for the actually good governance they gave us over these past couple decades. We boxed them in though, and it’s time for Democrats to get outside of the box.

To a better 2025.

Revisiting an Old Post- Presidential Approval and Our Four Party System

I published this back in 2023, on 12/19. I got a lot of this right. This realignment wasn’t good for Democrats. Presidential approval remains poor. Non-college educated minority voters did keep moving towards Trump, while Harris actually improved with white voters almost entirely because of improved performance with college educated white men. The parts I got wrong were the importance of Dobbs and Biden winning. Dobbs did not disrupt the migration that was already going on with voters. Biden did not win, in no small part because of inflation/recession concerns and his own party knifing him up, because he wasn’t exactly what they really wanted. Kamala Harris could not unite the factions either, it turns out. Anyway, enjoy the update here.

It’s worth noting- our last two Presidents have spent most of the last seven years with poor approval ratings. When I say poor, I mean consistently under 50%, and usually handily. This is not something we’re necessarily used to- Bill Clinton spent most of his Presidency with high approval, George W. Bush spent his first term generally over 50%, and Barack Obama spent the majority of his Presidency with majority support. With that said, the new normal has become poor Presidential approval ratings, which seems to be an obsession of the press.

I think it’s worth us noting that this shouldn’t be shocking- the “right track, wrong track” question about this country has almost unanimously shown Americans saying we’re on the wrong track going back into the Bush 43 Presidency, or the better part of 20 years. Americans have not, for quite some time, thought the condition of our nation and society is improving. We live in one of the wealthiest, most technologically advanced, most militarily powerful countries in human history, we enjoy a high standard of living relative not only to the world, but to human history, and yet we’re not overly happy. The last couple of decades have shaken our confidence in so many institutions we held dear. We carry high debt, we work longer and longer hours for the same (or less) money, our marriages end in divorce (if they happen at all), addiction (to opioids, alcohol, whatever) is literally killing us, we’ve seen multiple wars in the last 75 years built on false pretenses, the Catholic Church covered up child molestations, school shootings are a constant part of our lives, universities covered for sexual monsters, our banks nearly melted down the economy, a hurricane destroyed an American city while our government looked incompetent, we spent 20 years in Afghanistan to just give it back within hours of leaving, Iran-Contra, the ridiculous Clinton impeachment, we lack confidence in our elections, Congress constantly gets us to the brink of government shutdowns, et cetera, et cetera, et cetera. I honestly can’t even remember all the stuff in my lifetime that people thought was horrible, and I didn’t even get into terrorist attacks here. It’s kind of surprising anyone thinks we’re on the right track. And I’m only bringing up the Supreme Court at the end of this list of grievances.

With that backdrop, it’s sort of surprising it took until 2017 for our Presidents to start seeing approval ratings that are under water. We began a period of political realignment with Barack Obama’s 2008 election, and we’ve been in it ever since. The net result is in-party division like we have never seen before. The Biden/Hillary wing of the Democratic Party represents somewhere between 55-70% of the party, while the Sanders wing approaches a third. The MAGA Republicans represent about two-thirds of their party, while the old Bush/Cheney/McCain/Romney/Ryan wing of the party is the other third. Nearly none of these people even entertain voting for the other party, but they basically hate the other wing of their own party. The net result of this is that virtually no national figure in American politics today has 50% of the population willing to “approve” of them. The other net result is that every Democratic Presidential nominee since 1996 has received at least 48% of the popular vote, and every Republican Presidential nominee since 2000 has received at least 46% of the popular vote. So basically the public will increasingly dislike our Presidential candidates, and yet they will basically vote for them or skip it. There’s very few actually open minded voters. There’s just a lot of unhappy voters.

All of this is a very long-winded way for me to say that Joe Biden and Donald Trump’s actual approval rating doesn’t really matter. About 90% of their voters from 2020 are going to vote for them again, no matter what, regardless of what pundits on X say. Even more to the point, even that last 10% might talk about doing something different, but 80% of them are voting the same way again, no matter what happens. National pollsters have not adjusted to an electorate that works more like the volume on your radio than a horse race. Intensity moves, opinions really don’t right now.

Again I’m making a point that is maybe lost in the explanation- Joe Biden is going to win in 2024. He’s going to win with an approval rating that probably never quite gets back to 50%. Most of the agitators to his left- be it on student loans, Gaza, or Dobbs- either live in super “blue” cities and states, or didn’t vote Democratic in 2020 (for varying reasons), and don’t represent anyone offline. Yes, this is true of the supposed “Gaza Backlash” voters in Michigan too, where Governor Whitmer last the Arab-American vote in 2022 and won an easy re-election. Trump has lead a very slow, drip of resurgence among non-white voters in general, particularly high school educated or less men, but he has more than limited his upward mobility with older white voters by putting Social Security and Medicare into question (and letting others in his party do so), and of course by Dobbs. Look, I’m going to be honest with you- Dobbs is going to decide the 2024 election. The GOP has generally underperformed a bit from 2017 on, but since Dobbs they have performed apocalyptically poorly for an opposition party in the United States, routinely losing or underwhelming in elections all over the United States. You simply cannot win an election telling slightly over half the population that they don’t have the right bodily autonomy in our society. There is no way to slice that. It cost the GOP what should have been a huge win in the 2022 midterms, it factored into abysmal performances in Kentucky, Virginia, Ohio, Pennsylvania, New Jersey, and around the country in 2023, and it simply will kill them in 2024. Worse yet for them, nominating Nikki Haley might seem like it would fix it, but both for her own extreme position on abortion, and the fact she could never get the Trump base voter to turn out for the election, she would underwhelm too. The GOP has a Dobbs problem, and virtually no silver bullet to fix it by 2024. The most angry women live in suburban swing Congressional districts, often times in the most swing states (which should be read as “suburban.”). Yes, things can happen yet. International crises. Recession. Inflation spikes (mostly from gas). A health crisis. So no, this is not set in stone. As is though, Dobbs is going to be what decides the 2024 election, and Joe Biden is in a good spot for that.

In the longer term though, this is more interesting than what I’m writing here. It may be a long while until a President has consistent majority approval. We basically live in a constant “four party” state where primaries are ideological war zones, and incumbents do not enjoy broad support within their parties. Voters are still realigning as I said before, but at a glacial pace for now. I would expect if the dam is going to break, and we’re going to see a mass migration of voters, it’s going to happen after Biden and Trump have run their final campaigns in 2024. In other words, a year from now you’ll just see the tip of the new political sun rising. College educated white voters moving left. Non-college educated voters of color moving right. This could make for significantly different politics in the near future, and serious problems for the Democratic Party. Much as Catholic voters moved substantially in the 20 years after JFK’s 1960 win, millennial and non-white voters are not going to continue to provide them the margins they gave Barack Obama. It was silly to ever think they would. Again though, these are five and ten year problems from now, not 2024. And no one should get worried about Presidential approval ratings for a while. They aren’t going to be pretty.