Going into 2024 feels like the calm before the storm, like leading up to the resolution of a massive cliffhanger. So far we have:
- Multiple cases at the Supreme Court challenging Trump's immunity to prosecution and whether he is even eligible to run for president.
- A GOP primary that appears like a done deal, but lots of possible freak situations.
- Polls that suggest the most competitive presidential election since 2000.
The funny thing is, I feel that the most likely outcome is also the most "boring". Trump will almost certainly be the GOP nominee and will probably avoid jail time as well, but I would put (slight) money on Biden winning the general election (call it 75/25). The most interesting thing in here will be Trump being convicted of a felony, which I find much more likely than what most people seem to be anticipating. I would give this over a 90% chance with the only real (and still unlikely) obstacle being if SCOTUS forces these cases to be thrown out.
I take Trump very seriously as a candidate, given our electoral system he will always be a couple percentage points away from being president again, but I think there’s a lot of noise in the polling that is making this election really hard to gauge. For one thing, it’s a unique situation where Biden and Trump are both at their ceilings of support, they are not going to gain voters relative to 2020 but there is plenty of room for them to lose voters. That said, people aren’t happy about Biden and I think they are telling pollsters they would vote for Trump as a generic Republican not realizing that Trump really is going to be the nominee (imo this is not common knowledge for the average American). When the convention happens and Trump is in general election mode, I expect a lot of disgruntled Biden voters to come home to Biden (particularly young voters and black voters, who are breaking for Trump pretty heavily in the crosstabs). The current numbers are suggesting a Trump blowout that I think is just unrealistic (he can still win, but it's not going to be by +2 or +3 in the popular vote).
With that being said, I think the sentiment that people want to vote for someone besides Biden is very real and it is bizarre to me that Trump has such a strong hold over the Republican party that they are once again going to potentially throw away an election because they're afraid of Trump supporters. IMO if you make Hayley the nominee, +2 or +3 becomes closer to the floor for her support. Given the chance to vote for a major party candidate besides Trump or Biden, I believe the people responding to these polls will take it. On the other hand, Trump might eek out a victory, or he will lose by a similar margin to 2020 or worse if and when he is convicted for felonies. It just seems like a no brainer for me, but what do I know, I'm not voting republican in 2024.
Hayley still has a narrow path I think, but ultimately the party establishment as a whole lacks the organization to make it happen (it would be very similar to how Biden pulled off his nomination with the help of party elites). I think 2nd place in Iowa is looking like a close enough possibility and she can absolutely win New Hampshire. IMO if these two things happen, the paradigm of the race will shift. Personally, I don't want her to become president but I think Trump as the party nominee in 2024 is so dangerous that I would rather see Hayley blow out Biden than see Trump lose a close race leading to worse political violence than what we saw on January 6 2021.