Wednesday, January 16, 2008

C plus 13 - post-Michigan and pre-South Carolina and Nevada

Well, I was correct about Romney winning here, but wrong about the margin. He eventually won with 39% versus 30% for McCain and 16% for Huckabee. Hardly a squeaker of a victory! Hillary also won on the Democratic side, but the news for her was not very good. Nobody of any substance other than her (i.e. neither Obama not Edwards) was on the ballot, and she only got 55% of the vote - uncommitted got about 40%. Not good enough. To make it even worse, it looks like she has severely upset the African American part of the electorate - more than 70% of them voted uncommitted last night, and exit polls suggest that they would have voted for Obama if that had been an option. This is grim news for Clinton in two ways. First, if this trend of support is nationwide, it will make winning the nomination difficult at best for Hillary. Second, if she does win, she will somehow have to reconcile with the African American community or they will not come out and vote for her, and without those votes, she is toast in the national election. It may just be me, but I do not think that reconciliation is Hillary's strong suit!
So, what now? Well, the divergence between the party processes continues, with the Democrats having caucuses in Nevada on Saturday and a primary in South Carolina the following Saturday, while the Republicans have both Nevada and South Carolina this Saturday. My guesses? On the Democratic side, Obama wins in Nevada and in South Carolina, the latter with a bigger margin. Edwards fades further into irrelevance, and likely drops out after Florida. However, bear in mind what happened in New Hampshire! On the Republican side, Fred must be first or a close second in South Carolina, and I think he can do it (in fact, I think he will win). Nevada does not seem to have figured much in the Republican psyche, but Romney should win there. That would leave only Rudy Giuliani without a win and he is gearing up to try and take Florida (Tuesday January 29). If he doesn't he will be in trouble.
All in all, it is getting pretty exciting!

Wednesday, January 9, 2008

C plus 6 - more thoughts on my predictive powers!

Well, wrong again, but this time on the Democratic side, not the Republican, which I nailed, thank you very much (well, apart from thinking that Giuliani would beat Huckabee, but there you go)! However, I do not feel at all bad about getting the Democratic side wrong, since everyone else (including the Clinton camp) did too. This raises the question of how all of us could all have been so very wrong (my prediction was very much the conventional wisdom, by the way).
Clearly, polling ain't what it used to be, if indeed it ever was. Issues with caller ID (we do not answer calls from unknown numbers, for example, nor from political campaigns), people not having land lines, and the like will make polling much more difficult this time around than it was four years ago.
So, what's next? Michigan, at least on the GOP side. Likely Romney in a squeaker over McCain, I suspect (that is not yet a prediction though - that will come next week). Richardson has dropped out on the Democratic side, and I think Edwards may be close to doing the same thing. New Hampshire had him as basically irrelevant, but given the surprise result there he may continue in the hope that something equally surprising happens to his benefit. On the Republican side, the revelations about Ron Paul's newsletter and its racist comments means, I hope, that he is no longer a serious candidate (if indeed he ever was). And Thompson has drawn a line in the metaphorical sands of South Carolina, and, to mix my metaphors horribly, has said that he is going "all in" there. Quite what that means I am not sure, but I would guess that if he does not win or place a close second, he will likely drop out. A shame, since his ideas are excellent.

C plus 6 - more thoughts on my predictive powers!

Well, wrong again, but this time on the Democratic side, not the Republican, which I nailed, thank you very much (well, apart from thinking that Giuliani would beat Huckabee, but there you go)! However, I do not feel at all bad about getting the Democratic side wrong, since everyone else (including the Clinton camp) did too. This raises the question of how all of us could all have been so very wrong (my prediction was very much the conventional wisdom, by the way).
Clearly, polling ain't what it used to be, if indeed it ever was. Issues with caller ID (we do not answer calls from unknown numbers, for example, nor from political campaigns), people not having land lines, and the like will make polling much more difficult this time around than it was four years ago.
So, what's next? Michigan, at least on the GOP side. Likely Romney in a squeaker over McCain, I suspect (that is not yet a prediction though - that will come next week). Richardson has dropped out on the Democratic side, and I think Edwards may be close to doing the same thing. New Hampshire had him as basically irrelevant, but given the surprise result there he may continue in the hope that something equally surprising happens to his benefit. On the Republican side, the revelations about Ron Paul's newsletter and its racist comments means, I hope, that he is no longer a serious candidate (if indeed he ever was). And Thompson has drawn a line in the metaphorical sands of South Carolina, and, to mix my metaphors horribly, has said that he is going "all in" there. Quite what that means I am not sure, but I would guess that if he does not win or place a close second, he will likely drop out. A shame, since his ideas are excellent.

Monday, January 7, 2008

C plus 4 - predicting New Hampshire

Well, Romney, Thompson and Hunter all got something from Wyoming, which is more than any other Republican candidate got. Whether it means anything is another matter...
So, given my sterling reputation for prediction who do I think will win in New Hampshire? On the Democrat side, Obama will win, Hillary second, Edwards third. If Hillary is less than 5% behind Obama she can justifiably claim some sort of comeback, but I doubt that will happen. If Obama breaks 40% it is all over bar the voting. If Edwards does not get at least 15% he needs to drop out.
The Republican side is a bit more complex. First, I do not think Thompson will make any sort of showing in the race. If he gets 5% (which he might on the basis of his performance over the weekend) he has got way more than he bargained for in NH. I think McCain will win, by about 5% over Romney, with Giuliani just edging out Huckabee for third. This will stop any Huckabee bounce from Iowa dead in its tracks, and show that he was just a one state wonder. McCain plays well here but that is not the issue for him. He needs to carry that forward, and I do not think he can - immigration and McCain-Feingold are two big anchors that will drag him down. As for Romney, he will not be stopped by this result (although if he loses by 10% or more, or if the third place finisher is within 5% of him, he is in big trouble).
Anyway, there you have it. Rumors of Duncan Hunter dropping out are apparently not true, but that is simply a shame. He needs to go. If Ron Paul gets more than 10%, expect to hear a lot of media noise about it. Any less than that, and he too becomes mostly marginal.

Saturday, January 5, 2008

C plus 2 - the aftermath

Well, I was 100% correct in my predictions for the Democratic results here in Iowa, and 100% wrong for the Republican results! For those who do not remember, I chose on the Republican side Thompson, Romney, and either Giuliani or Huckabee in third. Instead, Huckabee won it - so my thoughts about his support draining away were clearly wrong.
In terms of post-mortem, clearly many smarter folks than I will be having their say, and of course with the Wyoming Republican caucus today, and New Hampshire primary on Tuesday we will soon have more results to ponder. Nonetheless, I will share my thoughts on what it all means, just so I can be wrong again!
I think the situation on the Democratic side is the clearer of the two. Edwards is toast - he needed to win Iowa, and did not do that. I do not see anything coming down the pike where he will win, and without a win soon (before February 5) he will be seen as irrelevant. That leaves Hillary and Obama. I could be wrong here, but I think Hillary is toast too. Too few people find her demeanor attractive. What I mean by that is she seems incapable of making enough people feel good about her and about her leadership to make the sale. Her claims that her time as first lady gives her an edge in experience over Obama and Edwards is frankly laughable, and even the MSM are not going for it. In short, I do not think she will win anything between now and February 5, and if I am right, she will be so badly wounded by then that she will end up losing on that day big time. I will say right now that I think Obama has this in the bag. What that means for the general election is very difficult to say at this point in time, because Obama is actually very much a liberal and strongly on the left wing of the democratic party, but it will be interesting.
The Republican side is very murky. If Huckabee gets a top two finish in New Hampshire, I think he will go on to win the nomination, but I do not expect that to happen. His first place in Iowa was clearly due to strong evangelical support, but looking at the numbers shows an interesting story. He got 37% of the vote, yet between 50 and 60% of the Republican caucus goers were evangelicals according to various entrance and exit polls. In other words, Huckabee did not get all of the evangelical vote (although he did very well in it - perhaps as much as 75% of it) and nowhere else will he find such strong evangelical support (South Carolina will be strongly for Fred rather than Huckabee). In short, this is Huckabee's flash in the pan, and I do not think he will carry this win forward in any meaningful way.
What about Romney? Well, he was hurt by not finishing first, but the strong evangelical presence no doubt contributed to that. He needs to finish first or second everywhere between now and February 5 to be in a commanding position. Otherwise, he is fighting for his life. Money is not an issue for him right now, but eventually he will have to decide if spending all his own money is worth it in a possibly losing fight.
Thompson lives to fight another day (yippee!) but needs to start doing better than third place. If he does not get one or two second places before February 5, he's done. He may get a second or first place finish today in Wyoming.
McCain did less well than some had indicated in Iowa, but clearly has rebounded from his low point. If he wins New Hampshire (seems likely) he is back in the thick of it, but he still has to get through South Carolina, which was his nemesis in 2000. Still, he is in good shape right now.
Giuliani has to show well in New Hampshire and South Carolina (no lower than third) and then has to win in Florida.
Ron Paul may have hit his high point with 9% in Iowa. From here on out, he fades in importance.

But, please be aware how wrong I was about the Republican caucus results, and take all of this with a large grain of salt!

Tuesday, January 1, 2008

C minus 2 days

And a very Happy New Year to all my readers (all three of you!). A truly cold day here in Iowa - air temperature is about 10 F, and a nice wind of 20 mph (gusting to 33 mph) creates a wind chill of about -8F. Kath and I walked to the store this morning, and experienced it first hand - our verdict? It is COLD!
We are very definitely in the final furlong now. Clearly, the excitement is growing, and as a result I found myself on the front page of our local paper, the Cedar Rapids Gazette, this morning. Oh, the fame!
Some interesting stuff in the past couple of days on Fred Thompson. I should add that I have been told by a commenter on the blog that I should "stop being baised.. its pointless to promote fred.." but I do not agree. Of the candidates, I have now decided that I will support Fred. One summative reason was the video clip he put together to explain why he is running. It is some 17 minutes long, and has been viewed by more than 114,000 people on You Tube as of now. It has generated some interesting commentary from pundits, some generally positive, with others, not surprisingly, tending the other way. There was also some fuss in the last few days coming, yet again, from a journalist who selectively quoted Thompson's answer to a question about whether or not he desired the Presidency. The person who asked the question explains why, and what he thought about it all, at this location.
So, we are close to the end, and it is by all accounts coming down to the wire. I stick by my earlier predictions, but as noted at that time, these are likely wrong! However, nothing in the current polls serves as a definitive indicator of me being wrong! Bear in mind that my predictions were made 17 days ago - I feel quite proud that they are not totally out to lunch at this point in time!