Some thoughts now that we have a projection:
Media narrative really makes a difference here and the slow trickle of results by the end probably made this race seem closer than it really was. As of now, Biden is outside the margin for an automatic recount in PA and it appears he flipped Georgia (definitely a long shot win). Someone should fact check me, but I believe this is the biggest margin in which an incumbent has been defeated.
The polls were definitely off again, which is surprising considering how much the pollsters adjusted their averages after being off in 2016. That is why my map from earlier predicted a 400 EV blowout. I was expecting that 3 to 5 point swing to favor Biden because pollsters were overestimating Trump. Turns out, somehow Trump was underestimated again. This time, that polling error wasn’t enough to save him. Which is why he had a 1/10 chance rather than a 1/4 chance.
So what’s the takeaway? Despite bungling the pandemic, a low approval rating, and a bad economy, Trump still managed to bring out 70 million voters and he managed to expand in places like Ohio and Florida (the latter of which is a pretty impressive victory). I’m not really sure what to make of that. At the same time, Trump underperformed compared to downballot republicans, which suggests that Trumpism is less popular than Conservatism- or people just want Trumpism from someone who’s less incompetent.
With that in mind, both parties are in a bit of a pickle going forward. Going into 2020, there were questions about whether Dems should try to win in the rust belt (MI, PA, WI) or the sun belt (AZ, TX, NC, GA, FL). They were kinda able to do both, but not in a way where it’s clear which is the more viable in the long term.
The blue wall is back, but I see no reason to believe that it’s any more stable than it was going into 2016. Trump proved that this was a viable path for Republicans and it was still close this year. I believe Biden’s selection during the primary process was at least in part due to the belief that he would win big in that region. Without Biden on the ticket, it might be a tall order to even win there. At the same time, was Trump’s popularity in those states unique to Trump or will that carry over to other republicans? Dems did pretty good there in 2018.
The sun belt is very slowly turning toward democrats, but it is slow. NC and Texas continue to allude Dems and it’s hard to say when those states will tilt in their favor. Trump may have won really big in Texas (5+ points) and the disappointing state level results there is going to set the state party back significantly after making gains in 2018. Florida is also a bigger margin than expected. I think we have to start putting it in the solid red column going forward.
On the other hand, Biden (probably) flipped Georgia and Arizona, which are both huge wins. It’s hard to say how much of a fluke this is, Mark Kelly and Cindy McCain were really instrumental in making these states winnable. But signs had been pointing toward a future where Democrats would be more competitive there. One thing that is notable about these southern/southwest states is that they don’t stay purple very well. Virginia was a swing state in 2016 but is now reliably blue with a Dem trifecta. Colorado and New Mexico are a similar story. It’s entirely conceivable that Georgia and Arizona will be the same, especially considering that both states have really strong Dem apparatuses. My gut reaction is that Dems should look to this region for future victories, and maybe put less resources in Florida and more in some of these states.
If you’re an establishment Republican you’re probably feeling pretty good right now. Republicans had a great night in the house, kept control of the competitive state houses (be ready for another decade of gerrymandering), and more likely than not are going to keep the Senate. Essentially, Republicans still have a lot of political power and they also don’t have to deal with the Trump problem anymore. Biden is also probably the most likely Democratic president to give concessions to a Republican congress. It’s a long shot, but I would love to see the return of bipartisanship and a more functional government.
And in true 2020 fashion, this isn’t over yet. Assuming the republicans win the uncalled senate races (I’m still holding out hope for Al Gross in Alaska!), the senate is going to be decided by two runoffs in Georgia.
This came up before the election and I said that I expect the republicans to win the runoffs if Biden wins the presidency and Dems to win if Trump wins. I still stand by that, but with much less confidence. It’s more complicated now. I wasn’t expecting a scenario where Biden wins but loses the senate. I also wasn’t expecting that particular scenario to include a Biden win in Georgia. So I could see this going one of two ways. The first is the conventional one: the republicans tend to participate more in these runoff/special elections and are also galvanized to keep the senate. Georgia is a traditionally red state and they have an advantage there. This is the most likely outcome to me.
But there’s a lot of reason to think this could easily go the other way. For one thing, Dems are going to be fired up knowing they can win in Georgia. Stacy Abrams built a great on the ground operation there and they’re running with decent candidates (I’m not sure about Ossoff, but Georgians keep voting for him in primaries so maybe they know something I don’t). The Republican candidates also aligned themselves pretty hard with Trump, especially Loeffler, which might not play well in a state where Trump lost. It’s going to be especially difficult since Trump is almost certainly not going to campaign for these folks. This will be the first test to see if Trump’s base shows up in a post-Trump world.