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Third Debate

I got stuck in twitter jail about 20 minutes before the end of the debate, and was frustrated by being blocked from more live commentary. Sigh. Oh well.

So a quick bottom line here.

The first half was pretty even, but for the second half Obama won every exchange and got stronger and stronger as the night progressed. Meanwhile, Romney didn’t respond to attacks. He just let them stick and looked upset.

I think on balance Obama won, and by the end was winning pretty strongly, but it wasn’t a blowout like Romney had in the first debate.

In the end though, I’m not sure it will make a huge difference.

Thing is though, Romney needed it to make a difference. The race is very close right now, but Obama is still slightly ahead. Romney needed a big win tonight. Big enough to move polls in his direction. I don’t think he got it. This will either be neutral, or be a positive for Obama.

Perhaps I’m wrong. I was wrong when I said Romney had peaked at the beginning of September, what with not having anticipated a wholesale Obama melt down at the first debate. So we’ll just have to wait and see how things move as we start getting post-debate state polls.

The first general election polls close 14 days, 19 hours and 55 minutes from now.

That will go by really fast…

Oh, final note. I like how unlike the other two debates both candidates and their families hung out on the stage and mingled and talked to other for several minutes after the debate. Romney introducing Obama to his grandkids and such was just cute.

@abulsme tweets from 2012-10-22 (UTC)

Curmudgeon’s Corner: Rooting vs Voting

In the latest Curmudgeon’s Corner Sam, Ivan and Bruce talk about:

  • Polling Update / Second Debate
  • Who is Gary Johnson?
  • Third Party Strategy / Electoral College / Weighing Issues

Recorded on 21 Oct 2012

Length this week – 1:02:24

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@abulsme tweets from 2012-10-21 (UTC)

Electoral College: Florida Flips to Obama… With Caveats

One change today. It is Florida. It is big. It moves from Leaning Romney to Leaning Obama… but… there are a lot of reasons this move doesn’t represent anything that is actually significant. At least not yet. So lets get into into it:

So, according to my five poll average, Florida moves from an 0.2% Romney lead where it was yesterday, to a 1.8% Obama lead today.

But… there is plenty of oddness here. First off, I do a “last five poll” average, with “last five” based on the end dates of the polls in question. Well, the most recent end date we have for polls is Thursday October 18th. But we are reaching the time in the race where some states get polled a lot… and so in Florida I now have SEVEN polls in my spreadsheet that ended on the 18th. So how do I pick which ones to include in the five poll average?

You could imagine all kinds of tiebreaker criteria, or you could imagine including more than five polls in situations like this. I essentially go with what is simplest for me to process, rather than something that I can justify from a “this is logically the right way to do this because X”, namely, I use the order I found them and added them to my spreadsheet. So the ones I found out about first in my normal daily sweep of sources age out first.

I admit that is kind of questionable and other approaches might be more valid from a theoretical point of view. Some are more complicated, like looking at both the start and end dates of the polls, or looking at the sample sizes of the polls, or things like that. I haven’t been keeping the data necessary to do that, so that would be a bit time intensive. So, what can we look at quickly.

First of all, if we looked at all seven of the polls that ended on the 18th instead of just five of them… We would have an Obama lead of 0.1%.

OK, what if we looked at all of the polls that ended after the second debate (8 polls)… We would have an 0.6% Obama lead.

What about the last 10 polls instead of the last five? Now we would have an 0.7% Obama lead.

What about if we just took any poll ending in the last week? Now we would have an 0.9% Obama lead.

Well, OK, that is interesting, look at that. In all of these cases, we now have Obama leads. So maybe my choice of “last 5” isn’t really that important after all. The trend is indeed moving back toward Obama, and the chart of Florida polls shows that nicely. But…

Another thing to look at… the spread… of the 7 polls that ended on the 18th, we have a range from a 5% Romney lead to a 6% Obama lead. That is quite a spread. The average is slightly on Obama’s side… slightly… but there is a large variance.

And even if there was no oddness with how I choose which polls to include in the average, what do we have here? My straight five poll average gives a 1.8% Obama lead… which is still very very close. That is a sliver of a lead that could disappear with the very next poll.

Bottom line, Florida is too close to call. All of the states in my “Lean” categories could easily go either way, but Florida remains one of the closest.

So, where does this put us:

Romney Obama
Romney Best Case 315 223
Current Status 223 315
Obama Best Case 191 347

I won’t delve into all the details because I’m slightly behind schedule today, but Romney’s easiest path to victory is pull Florida back into his column and then win Ohio. This has been the primary scenario for a little while now. We’re off a bit from Romney’s highs, but Obama hasn’t yet started pulling states firmly back into his column. So this could still go either way.

We’ll start seeing the final view of what this election will look like once the post 3rd debate polls start coming in. By the time we get a full picture on that though, election day will be upon us. And of course early voting has been going on for weeks now. We’re right up against the end now, with Obama remaining a favorite, but by a slim margin.

Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.

@abulsme tweets from 2012-10-20 (UTC)

Electoral College: Obama Rebound Stalled?

One state changes categories today, and it is a move toward Romney:

Romney had a lead in the five poll average in New Hampshire early in the year… back in January and February… but since then Obama has maintained a consistent lead in New Hampshire, sometimes close, sometimes considerable. Until now. After Obama peaked at a 9.9% lead at the end of September, Romney now takes a 0.9% lead in New Hampshire. And yes, for those asking, that does include one out of five polls with an end date after the second presidential debate.

So, new summary:

Romney Obama
Romney Best Case 315 223
Current Status 252 286
Obama Best Case 191 347

While still not as well off as his peak on October 12th, Romney has been moving some states in his direction the last couple of days. While Obama is still ahead, the race remains extremely close. Today let’s once again look at the state of the five poll average in all of the close states. In order by the strength of Romney’s position:

  • Virginia (13 ev): 2.4% Romney Lead – 2/5 polls after 2nd debate
  • North Carolina (15 ev): 2.0% Romney Lead – 2/5 polls after 2nd debate
  • New Hampshire (4 ev): 0.9% Romney Lead – 1/5 polls after 2nd debate
  • Florida (29 ev): 0.4% Romney Lead – 5/5 polls after 2nd debate
  • Ohio (18 ev): 1.6% Obama Lead – 4/5 polls after 2nd debate
  • Colorado (9 ev): 2.6% Obama Lead – 2/5 polls after 2nd debate
  • Iowa (6 ev): 2.8% Obama Lead – 2/5 polls after 2nd debate
  • Pennsylvania (20 ev): 2.8% Obama Lead – 0/5 polls after 2nd debate
  • Wisconsin (10 ev): 3.1% Obama Lead – 3/5 polls after 2nd debate

With just the states Romney is ahead in by more than 5%, he gets to 191 electoral votes.

Add the four states he is ahead in by margins less than 5%, and he gets up to 252 electoral votes. Those four states are all close. They could slip away. But if Romney holds them, that leaves him 17 electoral votes short of a tie, and 18 electoral votes away from an outright win.

What is the easiest way to get there? Yup… Ohio. Obama is still ahead in Ohio, but by a razor thin margin. And that margin has actually decreased from 2.8% before the 2nd debate to 1.6% now. If Romney pulls ahead in Ohio, that gets him to 270 electoral votes… the bare minimum needed to win outright without throwing it to the House.

I classify all nine of these states as states that could easily go either way. 5% is a margin that can disappear in a day or two with one candidate or another having a bad news cycle. Despite Obama’s razor thin lead at the moment, this really is anybody’s game right now. Obama is one bad day away from actually being behind for the first time.

Obama’s performance in the second debate may have stopped his slide and prevented Romney from taking a definitive lead, but so far at least, we don’t have evidence of Obama pulling ahead in a way that would return him to anything close to his late-September numbers. Instead, we have Obama with a small but real lead, and Romney within striking distance.

Just over 48 hours until the third debate, and then we’re in the final stretch…

Note: Chart and map from the Abulsme.com 2012 Electoral College Prediction page. Both assume Obama vs Romney with no strong third party candidate and show polling as it currently exists. Things will change before election day. On the map red is Romney, blue is Obama, gold states are too close to call. Lines on the chart represent how many more electoral votes a candidate would have than is needed to tie under several different scenarios. Up is good for Obama, Down is good for Romney.

Alex Opens Amy’s Presents

Amy is Seventeen!!

As of the time this is scheduled to post… October 20th at 08:18 UTC (1:18 AM Pacific, 4:18 AM Eastern)… Amy will be exactly seventeen years old according to my calculations.

Happy Birthday Amy!!!!!

@abulsme tweets from 2012-10-19 (UTC)