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Donald Trump speaks during his rally at the Indiana Farmers Coliseum in Indianapolis on Wednesday. His speech railed against current US trade policy. (Photo: IDS)

Nate Silver, the election forecaster at FiveThirtyEight who gave Donald Trump a 5% chance of winning the GOP nomination, now gives him a 25% chance of defeating Hillary Clinton. This is a stark contrast from his last look at the race in November, when he gave a generic Republican a 50/50 chance against the likely Democratic nominee.

I frequently receive emails and messages on social media requesting I push back on Mr. Silver’s oft-cited projections, mostly and unsurprisingly from Republicans looking for someone more sympathetic to their plight. Mr. Silver is a liberal and statistically likely to vote for the Democratic nominee, as are nearly all the other election forecasters on the Internet.

I, on the other hand, am a conservative and statistically likely to vote for the Republican nominee. For the most part, I have declined to oblige readers’ requests to pounce on Mr. Silver, at least not by name. The reason is simple.

Predicting the outcome of an election–whether national or statewide–is far from a science and can be more convoluted than other disciplines that essentially aim to predict human behavior. Election models, like the PPD Election Projection Model and FiveThirtyEight forecast model, are built upon a set of assumptions and those assumptions are predicated on a hypothesis or set of hypotheses.

A lot can and often does go wrong somewhere along the line. Thus, we should chastise mediates who cite these forecasts as gospel and caution readers about consuming them as such, rather than chastise the forecasters. Perhaps that is the result of my own biases, being that I am one, but I don’t favor pile ons, particularly by those who also suck in their efforts at pontification (more on that soon).

That said, this outlet was in fact founded to push back on what we all viewed to be something more than harmless, honest reporting mishaps and forecast misfires. Lately, I am increasingly becoming suspicious that is the case at FiveThirtyEight. Unlike Nate Silver–and most others–I am open and blatant about my political persuasion. We take painstaking precautions to ensure those biases have a minimal (ideally non-existent) influence on our predictions.

Which brings us back to Nate Silver. I’m just not too sure that is also the case with him.

He’s wrong about Donald Trump, again. In fact, Mr. Silver has been wrong, a lot, as Matt Lewis at RollCall just highlighted. However, even though Mr. Lewis is right to question the limits of big data, RollCall itself is living in a glass house built on a series of failed forecasts and, thus, perhaps shouldn’t throw stones.

The PPD Election Projection Model was “hands down” the most accurate election projection model in 2014. Thus far, we have the best track record again in 2016, catching on early to the dynamic and underestimated political coalition behind Mr. Trump’s success.

We haven’t compiled our track record by simply mimicking other models or by becoming glorified poll readers, which I strongly suspect Mr. Silver and most others have become. In fact, the one and only adjustment we made to the model since 2014 was to diminish the importance of polls, a call which we made after they caused us to miss the mark on the U.S. Senate race in North Carolina. We stuck to our guns, made the tough calls and swam against the current of conventional wisdom.

That also being said, the PPD Election Projection Model, which will be updated to reflect the new state-by-state ratings this week, is what we here like to refer to as a hybrid model. We recognize the importance of empirical data but do not overly rely upon it. As of now, though it’s technically considered a Toss-Up, we give Mr. Trump a slightly better chance (52%) than Mrs. Clinton in November.

So, where has Mr. Silver gone wrong and where is he going wrong, again? Rather than discuss specific states and data sets, which I will do in great detail in future articles, let’s first talk theory, methodologies and models.

Sean Trende at RealClearPolitics.com recently wrote a fascinating piece–“The Value of Data Journalism”–in response to what I also somewhat viewed to be unfair criticism leveled at Mr. Silver. It served as both a defense and a critique of data journalism, and is certainly worth the time to read. David Byler, who is Mr. Trende’s colleague at RCP, also added worthwhile post-primary analysis reflecting on the many failures of pundits this cycle.

To be sure, data journalism as a whole has value, but it also has some serious drawbacks and can put psephologists in a position to fall into a dangerous trap. Mr. Trende used a blackjack analogy in his response to Mr. Silver’s critics, but it actually helps to make my argument, as well.

Unlike electoral politics, the game of blackjack only changes insofar as the players, that is to say, the rules and potential cards in the deck remain the same. I have repeated more times than I can count at PPD that the only thing about political coalitions we can count on being consistent is that they are consistently changing.

In the 1940s, no one would’ve guessed that the South would end up reliably Republican.

When Bing Crosby and Danny Kaye starred in the classic film “White Christmas,” no one would’ve ever guessed Vermont would’ve been anything other than reliably Republican on the presidential level. In fact, they make a reference to that fact in the movie. No one would’ve ever foresaw the Green Mountain State giving 85.69% of the Democratic primary vote in 2016 to their home state socialist senator.

U.S. political history is riddled with endless examples of political shifts. Successful election forecasters should not only know that the map on the presidential level isn’t static but also learn how to recognize when the map is shifting. Hypotheses centering on Blue Walls–and, even Red Walls once upon a time–are destined to fail, eventually.

The last time we saw a mainstream denial of this fact in a presidential election was in 2000, when George W. Bush shocked forecasters by completing the migration of voters formerly in the Ross Perot coalition to the Republican Party. The result was a political shift on the presidential map that included the state of Kentucky. On Tuesday, Mrs. Clinton barely eked out a win in the Bluegrass State, a state her husband carried twice when he ran for president in 1992 and 1996.

To be sure, polls are important when making election predictions, but they aren’t the end all be all. If they were, then political observers, junkies and news consumers wouldn’t need forecasters like myself or websites likes FiveThirtyEight.com. If Mr. Silver insists on simply being a poll-reader and selling his take on those polls as analysis, then I submit his forecasts offer these political observers, junkies and news consumers little value.

We also talk to actual Americans in Main Street America and don’t exclusively rely on third-party pollsters. PPD has an in-house polling operation and we compare our results to higher-rated pollsters on the PPD Pollster Scorecard. That certainly helps to reduce the negative impact of mirroring, when pollsters simply copy each other and everyone ends up being wrong.

For instance, FiveThirtyEight in 2014 missed the mark on several key U.S. Senate races, the worst call being against incumbent Republican Sen. Pat Roberts in Ruby Red Kansas. The head-to-head polls against the so-called independent candidate Greg Orman were wrong, and highly suspect. Voters we spoke to in the state were fully aware he was previously, and likely still, a Democrat in an independent’s clothing.

Further, the fundamentals were clear and Mr. Silver ended up in Wrongville–population: Upshot, The Fix and RollCall. Larry Sabato, the man with the Crystal Ball at the University of Virginia Center for Politics, was also a bit slow to the roll but eventually came around on most of the Senate and gubernatorial races.

In 2016, Mr. Silver has again demonstrated an over-reliance on polling data, shifting his Indiana Republican primary forecast from Ted Cruz having a nearly 70% chance of victory to a greater probability for Mr. Trump in just a 24-hour period. That’s absurd and reminds me of my pre-Election Day, “final projections” article in 2014.

Second, it is remarkable that the map and ratings have changed so little since the release of PPD’s 2014 Senate Map Predictions model in December, 2013. Our ratings haven’t wildly gyrated back-and-forth as we’ve seen with others. As we’ve repeatedly stated, PPD’s model is a “big picture” model that weighs more heavily for the variables that actually matter, rather than making constant knee-jerk reactions to this poll or that poll. Over the months, we have tried to point out how and when other election projection models were doing just that, when we took notice.

Why are we taking time to mention this? It’s not to brag, but rather for the same reason we started PPD’s election projection model: To let you know these people are full of it, plain and simple.

This cycle, we’re again going to do what we do best at PPD: call BS.

So, stay tuned.

Nate Silver at FiveThirtyEight gives Donald Trump

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Hillary-Clinton-KY-Bernie-Sanders-Oregon

Democratic presidential front-runner Hillary Clinton, left, campaigns in Kentucky to fend off a challenge posed by Vermont Sen. Bernie Sanders, right. (Photos: AP)

With 99.8% of the vote counted (3,692/3,696 precincts reporting), Hillary Clinton declared herself the winner of the Kentucky primary on Tuesday. However, the race has not yet been called even though the remaining outstanding vote does appear to be in precincts where the former secretary of state performed well.

However, despite a poll showing her leading Vermont Sen. Bernie Sanders, the Democratic frontrunner got clobbered in Oregon.

Prior to Tuesday, Mrs. Clinton had lost 10 of the last 12 contests, but a win in Kentucky would mean she won 11 of 11 closed contests. However, she is still favored to win the Democratic nomination. The delegate split will almost certainly be minimal and she has run up a lead by winning overwhelmingly in prior contests in the South.

“What this tells us is that she will likely struggle in eastern Ohio, western Virginia and other similiar regions with similiar demographics,” PPD’s senior political analyst Richard Baris said. “Donald Trump lost the Buckeye State to Gov. John Kasich with more votes than Mrs. Clinton won it with against Sen. Bernie Sanders. He did that by winning typical working class Democrats in the Southeastern region and other areas previously thought to be Clinton targets.”

Mr. Trump, the presumptive GOP nominee, easily won the Oregon Republican primary with nearly 70% of the vote. While he was essentially running unopposed, the Beaver State’s motor-voter mail system meant thousands of voters had already cast their ballots for the two remaining rivals before they suspended their campaigns. Worth noting, in deep blue Oregon, Mr. Trump received just under 9,000 votes less than Mrs. Clinton.

Hillary Clinton declared herself the winner of

This presidential election is like no other.

Most election years around this time, I do a TV show on nasty political commercials. Pundits explain which ads worked, which didn’t, and who won because he raised more money and spent more on negative ads.

Among Republicans this year, says Ad Age, Jeb Bush’s campaign and supporters spent the most, $80 million, followed by Marco Rubio’s at $70 million. It didn’t seem to help.

Democrats spent even more. Hillary Clinton’s campaign and backers spent $153 million and Bernie Sanders’ $76 million.

Donald Trump, of course, was the brunt of much of that negative advertising. Clinton, Sanders, Ted Cruz, John Kasich, Bush, the Club for Growth, Our Principles, New Day for America, Correct the Record and Keep the Promise super PACs ran commercials that I thought would devastate the Trump campaign.

Some replayed his crude comments: “Does she have a good body? No! Does she have a fat ass? Absolutely.”

Some replayed flip-flops. After Trump complained about China “stealing our jobs,” David Letterman asked Trump where his ties came from. “China,” admitted Trump.

“Where are your shirts made?” asked Letterman.

“We employ people in Bangladesh,” said Trump. And in a debate, he said, “We’re doing many, many deals outside of the United States.”

Political commercials showed that Trump once pushed for forms of Obamacare that most Republicans hate. In one ad, a reporter asked Trump about health care:

Reporter: Universal health care?

Trump: I am going to take care of everybody.

Reporter: Who pays for it?

Trump: The government is going to pay for it.

Other ads played a sound bite of Trump saying, “I probably identify more as a Democrat.”

Trump’s opponents spent millions to reveal Trump in his own words, caught contradicting himself on TV. Pundits called the ads “devastating.” Most Republican primary voters didn’t care.
Soon, the ads may get still nastier.

Every election season pundits complain about “negative campaigning.” When President Obama last ran, he said, “It can seem like a return to civility is not possible.” Four years before, reporters claimed “candidates have taken dirty to a whole new level.”

People say they long for a return to politeness in politics — but politics was never polite.

Thomas Jefferson’s supporters printed handbills that said: “John Adams is a blind, bald, crippled, toothless man who secretly wants to start a war with France. When he is not busy importing mistresses from Europe, he’s trying to marry one of his sons to a daughter of King George III.”

Adams supporters came back with: “If Thomas Jefferson wins, murder, robbery, rape, adultery and incest will be openly taught and practiced. Are you prepared to see your dwellings in flames? Female chastity violated? Children writhing on the pike?”

Had TV existed then, those would have been powerful commercials.

One hundred sixty-eight years later, when Barry Goldwater ran against Lyndon Johnson, Johnson supporters claimed Goldwater was a John Birch Society member and a schizophrenic. A magazine called “Fact” got a thousand psychiatrists to sign a statement that said Goldwater was insane. None of it was true, and Goldwater later won a defamation suit against Fact. But by then, the election was over.

Despite such deceit, we’re probably better off with negative ads.

Every year some candidates say, “I will run a positive campaign.”

Part of my brain says, “That would be nice; maybe we’ll learn more about their plans.” But research shows that’s rarely true. Fluffy “positive” ads don’t tell us much.

This year Bernie Sanders ran ads showing him hugging people while cheering crowds surrounded him and singers sang “All come to look for America.”

What does that even mean?

The beauty of negative ads is that the accusations at least purport to be facts. Vanderbilt University political scientist John Geer found that three-quarters of negative political ads from 1960 to 2004 attacked real statements of policy from the opposing candidate. Such policy statements can be checked.

Even if those statements turn out to be based on lies, those lies force the other side to reply with facts. Voters actually (SET ITAL) learn (END ITAL) something. And usually, eventually, the truth comes out.

So two cheers for negative ads — something good comes from nasty. I’ll play some of the worst ads on my show this week. The messages are mean, but truth often is.
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On the Republican side, Jeb Bush and

Hillary-Clinton-New-York-Speech

Hillary Clinton walks on stage with her husband, Bill Clinton, after winning the New York primary on April 19, 2016. (Photo: Spencer Platt, Getty Images)

Hillary Clinton is fighting to eke out a victory in the Kentucky Democratic primary against Bernie Sanders, a state she easily won against Barack Obama in 2008. The Bluegrass State was never thought to be a good demographic fit for Sen. Sanders and was closed to independents, Performing poorly in a Southern state where only Democrats can vote is yet another troubling sign that Mrs. Clinton will fair poorly in other similiar regions of the country.

Mrs. Clinton had lost 10 of the last 12 contests, but a win in Kentucky would mean she won 11 of 11 closed contests. However, she is still favored to win the Democratic nomination. The delegate split will almost certainly be minimal and she has run up a lead by winning overwhelmingly in prior contests in the South.

“What this tells us is that she will likely struggle in eastern Ohio, western Virginia and other similiar regions with similiar demographics,” PPD’s senior political analyst Richard Baris said. “Donald Trump lost the Buckeye State to Gov. John Kasich with more votes than Mrs. Clinton won it with against Sen. Bernie Sanders. He did that by winning typical working class Democrats in the Southeastern region and other areas previously thought to be Clinton targets.”

In April, the Clinton campaign had hoped to stop spending money on the primary and pivot more toward the general election, something she is clearly unable to do until she wraps up the contest against Sen. Sanders. Yet, in a state her husband carried twice (1992 and 1996), the former secretary of state was forced to spend more time and money without managing to even get a majority of the vote.

With 99.7% of the vote counted, Mrs. Clinton led Sen. Sanders by just 0.4%, or 46.7% to 46.3%. This is her worst performance in a Southern state to date.

Hillary Clinton is fighting to eke out

Saudi-Royal-Family-AP

Members of the royal family, including Saudi Prince Alwaleed Bin Talal, left, who is one of the men allegedly responsible for funding Bin Laden. (Photos: AP/Getty/AFP)

The U.S. Senate on Tuesday unanimously approved a bill permitting the 9/11 victims to file lawsuits against Saudi Arabia for their suspected role in the terror attacks. By a voice vote, senators passed the Justice Against Sponsors of Terrorism Act, ignoring threats from the White House and Riyadh to pull billions of dollars from the U.S. economy if the bill is enacted.

The sponsors of the bipartisan bill, Sens. Charles Schumer, D-N.Y., and John Cornyn, R-Texas, are now calling on the Republican-controlled House of Representatives to do the same.

“It’s up to the House,” Sen. Cornyn said, pushing back on the idea the legislation would damage U.S.-Saudi relations. He said the royal family was just “saber-rattling.” Sen. Schumer took it further, stating that any foreign government that aids terrorists targeting the U.S. “will pay a price if it is proven they have done so.”

The legislation gives victims’ families the right to sue in U.S. court for any role that elements of the Saudi government may have played in the 2001 attacks that killed thousands in New York, the Washington, D.C. area and Pennsylvania.

Relatives of Sept. 11 victims have urged the Obama administration to declassify and release U.S. intelligence that allegedly discusses possible Saudi involvement in the attacks.

In a statement on Tuesday, a group representing the families applauded the passage in the Senate and said it “reaffirms the commonsense principle that no person, entity or government enjoys blanket immunity from legal responsibility for participation in a terrorist attack that takes lives or causes injury inside the United States of America.”

However, even though the bill was a bipartisan effort, the Obama administration has threatened to issue a presidential veto. White House Press Secretary Josh Earnest again stated on Tuesday the president will follow through with this threat.

“It’s difficult to imagine the president signing this legislationm,” Mr. Earnest said.

Earnest also warned of “unintended consequences,” saying the bill would “change longstanding international law regarding sovereign immunity and the president continues to harbor serious concerns this legislation would make the U.S. vulnerable in other court systems around the world.”

Schumer said Tuesday that the White House concerns, though, “don’t stand up” and confidently warned the U.S. Senate could override a presidential veto. The House already is planning to take up the bill. A House Judiciary Committee aide said they intend to hold a hearing on the Senate version of the bill in the very near future.

Still, some lawmakers also have voiced reservations.

Sen. John McCain, R-Ariz., the chairman of the Armed Services Committee, warned that the legislation, if passed, would alienate Saudi Arabia and undermine a longstanding yet strained relationship with a critical U.S. ally in the Middle East.

The U.S. Senate on Tuesday approved a

Sanders-Supporters-Nevada-Democratic-Party-State-Convention-2016

In a Saturday, May 14, 2016 photo, supporters of Democratic presidential candidate Bernie Sanders, igather in the front of the room during the Nevada State Democratic Party’s 2016 State Convention at the Paris hotel-casino in Las Vegas. (Photo: Chase Stevens / AP)

The Nevada Democratic Party sent a letter to the Democratic National Committee accusing the Bernie Sanders campaign and its supporters of inciting violence. The letter, which comes after the State Convention descended into chaos last weekend, prompted the head of the Democratic Party on Tuesday to denounce the violence and behavior of the Sanders campaign and its supporters.

“We write to alert you to what we perceive as the Sanders campaign’s penchant for extra-parliamentary behavior — indeed, actual violence — in place of democratic conduct in a convention setting, and furthermore what we can only describe as their encouragement of, and complicity in, a very dangerous atmosphere that ended in chaos and physical threats to fellow Democrats,” wrote Bradley S. Schrager, General Counsel for the Nevada Democratic Party.

At the convention last Saturday, supporters of the self-described socialist essentially flipped out over the selection of delegates, throwing chairs, shouting profanities and even death threats at and to party leaders. The Las Vegas Metropolitan Police Department said Monday that it “is investigating threats being made to the Democratic office/members.”

Sanders supporters alleged that the party establishment was rigging the results of the convention, which resulted in a net gain of two more delegates after seven pledged support for Hillary Clinton juxtaposed to five for Sanders.

“Our democracy is undermined any time threats, intimidation, physical violence or damage to property are present,” Rep. Debbie Wasserman Schultz, D-Fla., chairman of the Democratic Party, said in a statement. “If there are legitimate concerns, they must be addressed in an orderly, civil and peaceful manner.”

Responding to the letter, Rep. Wasserman Schultz said, “There is no excuse for what happened in Nevada, and it is incumbent upon all of us in positions of leadership to speak out.”

Despite the media blackout, this is not the first time supporters of Sen. Sanders have decided to get violent. In fact, during the rally in Chicago for Donald Trump, which was cancelled due to security concerns, well-known radical leftwing supporters of the Vermont senator were at the helm, including Jamal Green. He is well-known in the area among police as a Black Lives Matter agitator and Sanders supporter, even being invited up to speak at the podium at one of the candidate’s rallies.

The Democratic underdog issued a statement on Friday night calling for backers to work together “respectfully and constructively” at Saturday’s convention. It was obviously ignored. In Puerto Rico, Sen. Sanders was asked about the complaint and he turned his back on reporters and walked away.

The Nevada Democratic Party sent a letter

Bernie-Sanders-Pittsburgh

Vermont socialist Sen. Bernie Sanders holds a rally in Pittsburg, Penn., on March 31, 2016.

My favorite Margaret Thatcher moment might be when she pointed out there’s no such thing as public money, only taxpayer money. Or perhaps when she exposed leftists for being so fixated on class warfare that they would be willing to hurt the poor if they could hurt the rich even more.

That being said, I wouldn’t be surprised if most people instead chose Thatcher’s famous line about socialism and running out of other people’s money.

Which is a great line that cleverly pinpoints the ultimate consequence of statism. Just think Greece or Venezuela.

But what can we say about starting point rather than end point? Why do people get seduced by socialism in the first place?

For part of the answer, let’s turn to the famous quote from George Bernard Shaw about how “A government which robs Peter to pay Paul can always count on the support of Paul.”

Very insightful, I hope you’ll agree.

Though it’s an observation on all governments, not just socialist regimes.

So I’m going to propose a new quote: “Socialism is fun so long as someone else is paying for it.”

And the reason I concocted that quote is because it’s a perfect description of many of the people supporting Bernie Sanders.

According to a poll conducted by Vox, they want freebies from the government so long as they aren’t the ones paying for them.

When we polled voters, we found most Sanders supporters aren’t willing to pay more than an additional $1,000 in taxes for his biggest proposals. That’s well short of how much more the average taxpayer would pay under his tax plan. …In other words, even Sanders supporters are saying they don’t want to pay as much to the federal government for health care as they are paying right now in the private sector. …The kicker for all of this? Some analysts believe Sanders’s plan will cost twice as much as his campaign estimates. …Sanders supporters are far and away the most likely to want free public college tuition. Still, 14 percent said they don’t want to pay additional taxes for it — and another half said they would only pay up to $1,000 a year…the majority of Sanders supporters in our poll (much less all voters) aren’t willing to pay enough to actually support those nationalized services.

As you can see from this chart, they want government to pick up all their medical expenses, but they’re only willing to pay $1,000 or less.

Gee, what profound and deep thinkers.

Maybe we should ask them if they also want private jets if they only have to pay $1,000. And Hollywood mansions as well.

The pie-in-the-sky fantasies of Bernie and his supporters are so extreme that even the statists at the Washington Post have editorialized against his proposals.

Mr. Sanders’s offerings to the American people are, quite simply, too good to be true, and much less feasible, politically or administratively, than he lets on. More expensive, as well. …Despite the substantial tax increases associated with Mr. Sanders’s policies, they would not be fully paid for — not even close. To the contrary, the tax hikes would be sufficient to cover just 46 percent of the spending increases, resulting in additional budget deficits of $18 trillion over 10 years. A deficit increase of that magnitude would cause an additional $3 trillion in interest payments over the same period — unless, of course, Mr. Sanders has another $18 trillion in tax increases or spending cuts up his sleeve.

The editorial writers at the Post, like so many people in Washington, make the mistake of fixating on the symptom of red ink instead of the underlying disease of excessive spending.

Would they actually favor his crazy ideas if he produced $18 trillion of additional tax hikes over the next 10 years?

Returning to the topic of whether Bernie voters actually would be willing to pay more tax, I recently appeared on Fox Business News to discuss the odd phenomenon of workers in the high-tech industry giving contributions to the anti-capitalist Senator from Vermont.

[brid video=”38037″ player=”2077″ title=”Dan Mitchell Analyzing Why Some Successful Taxpayers Support Bernie Sanders”]

I confess that I don’t really know what would motivate someone to support Bernie Sanders, but I did share some thoughts.

  • Republicans in recent decades have been big spenders, so libertarian-minded voters in Silicon Valley may have decided to base their votes on social issues.
  • The high-tech industry may simply be sending “protection money” to leftist politicians, though that’s probably a motive only for senior executives.
  • It’s rather ironic that the left goes after companies like WalMart and Exxon when firms like Google and Apple have much bigger profit margins.

Don’t forget, by the way, that the only difference between Bernie and Hillary is how fast we travel on the road to Greece.

P.S. Unfortunately, I haven’t accumulated much Bernie humor, though the Sanders-sized version of Monopoly is quite clever.

[mybooktable book=”global-tax-revolution-the-rise-of-tax-competition-and-the-battle-to-defend-it” display=”summary” buybutton_shadowbox=”true”]

A new poll conducted by Vox unsurprisingly

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