Update: Nate Silver reached nearly the same conclusions as mine but a lot less deep. I think he and everyone else is missing the “profile” concentration issue (non-politicos, Senators, Governros). http://fivethirtyeight.com/datalab/the-post-debate-losers-walker-and-winners-fiorina/
I want to stress the GOP primary is extremely fluid. This morning at a regular breakfast, while there were current favorites among everyone there, the true reaction to the debate was universal enthusiasm for virtually the entire field. The adverse reaction to Trump was what he did and said AFTER the debate.
We have the first national polling after record-breaking GOP Primary debate from last week. In reality, I have no idea what it may mean in the end. In politics, campaigns surge, campaigns fade, campaigns die and they sometimes come back to life. The following is some information, random thoughts, questions, and some possible scenarios. What do you think?
Comparing candidates movement from the prior Rasmussen poll, candidates support changed as follows:
Moving Up: Fiorina (+8%), Rubio (+5%), Undecided (+4%), Christie (+2%)
Moving Down: Trump (-9%), Walker (-5%), Huckabee (-4%), Bush (-3%)
No or minor change (plus or minus 1%): Everyone else.
Random thoughts and questions:
- Fiorina appears to be in the next main debate and on the bubble is Paul, Christie, Kasich and Huckabee (currently outside looking in).
- Fiorina didn’t get all of her gain from her fellow debate participants. Collectively, they only fell 3%. She grabbed 5% of her gain from those in the second debate. The degree it came from Trump (non-politico) or the former/current Governors is a big question. This dissatisfaction might imperil the former/current Governor’s as maybe too many won’t listen to what the Governor’s actually have done.
- Non-politicos (Trump, Fiorina, Carson): Collective support is 34% and collectively netted a 2% gain. This indicates the depth of the dissatisfaction with “business as usual.” If collectively this group maintains 1/3 support we are in for a wild ride because even if they don’t win primaries, they will significantly alter the playing field in each state making predictions and conventional wisdom moot.
- Former and current Governors (9 candidates): Collective support is 33% and collectively dropped a net of 10% (8% of which came from the drops of Walker and Bush). Going into the debate, Governor’s appeared to be the preferred profile with 43% support. They ran states and by virtually all objective measure have performed or are performing. In my mind in the debate, each of them touted impressive accomplishments as Governor so I’m wholly surprised by the collective drop. Walker and Bush may need to have their colleagues drop out to move in the polls if there is no decline in collective non-politico support as I can see large chunks of Huckabee, Christie, & Kasich drifting to either Bush and Walker.
- US Senators (5 candidates): Collective support 23% and gained collectively 5% and it was all Rubio. While Cruz is likely staying in the race for a long time if not the duration no matter how he does in the early primaries, I still wonder about Rubio and Paul. Their seats are up for re-election this year. Where do they have to be in the polls to stay in the race vs. going back home to run for re-election? When do they have to make the decision (legally and practically)? And, if they drop out, where does their 14% support go? To a fellow Senator (Cruz or Graham)? To the non-policos? To a Governor?
- From whom did the 4% jump in undecideds come from? Trump or the Governors?
- The non-politicos are likely in the race through New Hampshire for sure. I will be watching to see if Rasmussen’s next poll has them garnering more collective support or less. It might be the most relevant “measurable” after the next debate.
- Trump has to stem his decline. If he falls below 10%, his rise and fall will be seen as too similar to Gingrich & Cain last election. Rasmussen doesn’t publish cross-tabs and it is my guess much of the decline is from women. I’m not sure his statement today that he is considering not de-funding Planned Parenthood is a good strategy but we will see.
- From now and through the next debate, I believe that Bush, Cruz, Rubio and Walker have to mostly do no harm to themselves. There is a shake-out coming and they best gain by being in a position to attract the 1/3 of the GOP voter population who currently is undecided or with candidates who drop out/become non-viable. It doesn’t mean they play it safe but don’t err on the side of being too aggressive.
- Similarly, Fiorina and Carson need to stay the course of raising money and meeting with voters while articulating firm and cogent arguments. They still are introducing themselves to both voters and the process. Unlike those I list in #9 above, a misstep could be fatal.
- The Bubble Candidates (Huckabee, Paul, Christie, Kasich and maybe Perry) have to find away to become more relevant and stand-out. In my mind, these are the candidates with the toughest decisions to make regarding tactics and strategy.
- Everyone else, if you don’t break out like Fiorina in the next debate, nobody will care what you do from now on. Your endorsement won’t even matter. If you want to be relevant, make an endorsement tomorrow. At minimum, you’ll gain brownie points with voters because you are no longer taking up space.
Scenario #1: I see a scenario at year-end of 6-8 remaining viable candidates with support between 12-20% and nobody a clear favorite whereby these candidates stay in the race to the end. In the end, I think this will insure the GOP picks the best general election candidate who is battle tested like none before. Unless Trump or Fiorina fade, today I guess it the remaining slots will be:
- Three slots held by the non-politicos, Trump, Fiorina, and Carson.
- Three slots by Bush, Cruz, Walker. (No Rubio or Paul as I think in this scenario they will choose to run for Senate re-election)
- One or two of the current bubble candidates,
- And maybe a candidate who pulls a Fiorina and gets hot at the right time.
If this is the scenario, I think it favors Bush as nobody will have the money and organization to win primaries in a diverse field as we go through the season.
Scenario #2: I also see a scenario where Fiorina continues to climb attracting significant support from the other non-politicos (Trump continues to fade and Carson ceases to be intriguing), one of Bush, Kasich, or Walker rises out of the Governor’s category, and one of Cruz, Paul or Rubio rises out of the Senators and going into Iowa we have essentially a three candidate race. If this is the scenario, I can’t even hazard a guess on who would be the favorite. Because the field is smaller, Bush’s organization and money advantage will be minimized as the remaining candidates will pick up what isn’t going to those who dropped out. However, under this scenario, by the end of the season, there will be a nominee and a convention fight is avoided.
Scenario #3: Finally, I see a scenario where Trump maintains 20-25% support across the country and in most individual states. In this case, the other candidates fight over the remaining 75-80% whereby different people win different primaries. Under this scenario, we go to the convention which becomes brokered. Under this scenario (whether he has a significant block of delegates or not), Donald Trump may become the king-maker. I think this is ultimately his endgame and why he won’t make the pledge.
I do not see a scenario where we have more than 8 viable candidates going into Iowa. Not enough money, volunteers, room for people to break-out.
Sidenote: The Clinton email problem may have reached fatal proportions even if Clinton loyalists don’t see it. I’m betting the Clinton’s are wishing General Petraeus had not been prosecuted. A plea deal down to a misdemeanor is as damaging politically as a felony conviction. Biden and Schumer will soon be entering the Presidential sweepstakes.