WHAT HAPPENED LAST TUESDAY?

Though I seek to be accurate with margins of victory and loss with the projections I post here, even more important than that are the predictions of whether a candidate will win or lose a contest. As many of you already know, I got two consequential calls wrong last Tuesday, and missed two more by significant amounts. Hillary Clinton won Missouri by 0.2%, and won Illinois by 1.6%; both very small margins. Though numerically I missed the win/loss in these states by 0.2% and 1.6%, I fully recognize that the difference is night and day. This is why I started over, from scratch, and have spent the last two days building a more robust and comprehensive model that can account for factors that I had previously thought were indirectly contained within the variables I was using.

  • Why did Bernie under-perform my estimates in almost every state Tuesday? Was it coincidence or a systemic mathematical bias of my model?

I believe it was more coincidence than mathematical bias, though I will concede both to some degree. I do want to make it clear that there was no intentional bias (I have been accused numerous times of inflating Bernie’s numbers for some imaginary reason), but rather the structure of the model itself created a mathematical bias in four of these last five elections. I say it was coincidental because the factors that allow this bias to show appeared disproportionately in most of Tuesday’s states, particularly states with an open primary.

Illinois, Missouri, and Ohio all have open primaries. Up until this point, the open primary was not a statistically significant driver of results for either candidate, and therefore was not included in my model. However, over this past month, more and more Democrats (apparently a disproportionate number of Sanders rather than Clinton supporters) have been requesting Republican ballots in open primaries to cast anti-Trump votes. They seem to harbor more disdain for Donald Trump than support for Bernie Sanders. I was able to isolate this effect and subsequently include it in the new model by interacting the amount of Trump support on social media in a state with a binary variable that defines whether the state has an open primary or not. This is a powerful variable, because it accounts for the scale of anti-Trump sentiment. In states that have more Trump support, more Democrats will cast anti-Trump votes, disproportionately helping Hillary Clinton. This happened to a substantial extent in Illinois, Missouri, and Ohio.

I am also now factoring in the median age of the state in question. Though Sanders has won some “older” states like Maine, New Hampshire, and Vermont, he does better overall in “younger” states, statistically speaking. Florida and Ohio are both older states, with a median age of 41.6 and 39.4, respectively. This is now being accounted for and will help produce more accurate results.

I have heard the claim many times that northerners and southerners, and particularly minorities, just vote differently from an ideological perspective. I don’t disagree, but I had previously believed that this bias was contained in the social media data that I was using. I have been experimenting with including a variable to track whether a state is in the “Deep South,” and as it turns out, this variable is statistically significant. In my opinion, this is the primary reason that Hillary Clinton performed so much better than my expectations in Florida. Even accounting for so many different things, people that reside in an area that possesses a southern culture will simply vote for a more conservative candidate.

I am happy for the opportunity to refine the model in so many different ways. This is, at its very core, an experiment to determine whether it is possible to model primary elections without the aid of public polling. I have a renewed confidence in the projections for the next few weeks, and look forward to determining once and for all which candidate Hispanics prefer with the Arizona contest next week.

-Tyler

 

DEMOCRATIC PRIMARY PROJECTIONS: SUPER TUESDAY 2

There is a non-zero chance that Hillary Clinton will have a bad day tomorrow.

My model is estimating two Sanders wins on Tuesday, in Missouri and Illinois. However, Illinois and Ohio are both effectively coin flips with such thin margins between victory and defeat (if you recall, I put Bernie at 53.48% in Michigan and he won by less than 1%, though my model should be more accurate now). It is also estimating two wide victories for Hillary in North Carolina and Florida, which is and has been expected. Here are tomorrow’s projections:

Screen Shot 2016-03-14 at 11.37.02 PM

Only one Bernie win in Missouri will not likely lead to any permanent change in the perception of Hillary being the candidate that is destined to win the nomination. Two upsets will likely change the narrative of the presidential race, and bolster Bernie’s image as a threat to the prospect of Hillary being the Democratic nominee. Three upsets tomorrow will likely transform Bernie from “challenger” status to “probable nominee”status, and I say this because early numbers indicate to me that Bernie will win (at least) the next eight states in a row, all the way until April 19th. If Sanders wins three states tomorrow, this means that in mid-April he will be able to say that he has won eleven of the last thirteen state primaries. That’s some serious momentum.

I’ve also been putting together a GOP model over the past week. Though the model seems to fit previous elections extremely well, the GOP elections are just far too volatile for me to have much confidence in the numbers. Regardless, it is estimating at least two upsets tomorrow, in Florida and North Carolina. If it turns out to be acceptably accurate, I will begin posting projections for the GOP as well.

-Tyler

SUPER TUESDAY 2: PRELIMINARY DEMOCRATIC PRIMARY PROJECTIONS

I received countless emails from all over the world expressing support after my very questionable Michigan projection turned out to be the only one that was correct this past week. To all of you that I haven’t yet personally responded to, thank you so much for the interest.

There is a great deal of uncertainty surrounding Super Tuesday 2. With three states having fairly even odds between Bernie and Hillary in the betting markets, it is not immediately clear who will emerge victorious in Illinois, Missouri, and Ohio. Today I am posting this to essentially echo that sentiment of uncertainty, because these are three remarkably close races. Florida and North Carolina will go to Hillary on Tuesday unless something catastrophic happens to her campaign.

Screen Shot 2016-03-12 at 8.40.58 PM

Illinois is, in my opinion, going to be the most interesting to watch. We know that politicians almost always get a bonus in their home state for obvious reasons, just as Bernie received in Vermont and Ted Cruz received in Texas. But what about Hillary? Where does she have the strongest ties? She grew up in Illinois, went to college and law school in Massachusetts and Connecticut, lived and served as First Lady in Arkansas, and was elected Senator for the state of New York. According to my calculations, she did get a bonus in Arkansas that can be attributed to her history with the state, but received no such bonus in Massachusetts. The question is, will she receive another “home state bonus” in the state of Illinois in addition to the bonus she already received in Arkansas? This is something that I genuinely don’t know, but if she does, I doubt it will be a significant number because of Bernie’s historical ties to Illinois. Furthermore, we are unable to even look to 2008 to make a better guess, because her most significant opponent was also from Illinois, Barack Obama.

If Bernie Sanders can maintain pressure in the state of Missouri, he should win it. He had one event in Springfield today, and has an event in St. Louis tomorrow and Monday, which will more than likely be enough to secure him a victory there.

Ohio is where Bernie must focus his energy if he wants to continue shifting the narrative of the presidential race (one win in Missouri won’t be enough) and build on his success from Michigan. This seems like what his campaign is trying to do, with events in different Ohioan cities over the next three days. Whether he will be able to get two points out of that remains to be seen, but if the outreach effort in that state is anything close to what happened in Michigan, and if Hillary focuses her efforts primarily in Illinois at the expense of Ohio, he may win.

-Tyler