Some early theories on went went wrong with the pre-election polling this

Another day of strong early voting in Georgia, with another 154k voters turning out in person yesterday. That's similar to but slightly behind the fourth day of early voting in the general, which was at 164k

Cumulatively, we're still running ahead of the general election on in-person early voting, but I don't think anyone expects that to last--and there's a very long time left for that flip to happen

As I've said, the big takeaway is that the turnout looks like it will be healthy and high, and it's not obvious who it will help v. the general. As I've mentioned, there are crosscutting patterns at play that make it difficult to sort out where we'll end up. Let's look at a few

One is that there are fewer absentee votes--and those are heavily Democratic.
This is expected: far fewer realistic opportunities for voters to request a ballot for this special than the general. And some counties may be behind

Now, of course, if in-person and election day voting drop just as much (or more), then this isn't actually an issue for Democrats at all. That would have been a very reasonable assumption before early voting. Now I'm not totally sure! We'll have to wait and see

Georgia early voting took a few days off over the holidays, like most everything else, but it was back near general election levels on Monday

As we've expected from the start, this creates a challenge for comparing where we stand now v. the general election.
Day 11-13 were fairly good days for the GOP in Oct.; they run farther behind without those days, but we have no reason to think that's for a meaningful reason

I'll offer two ways of trying to account for this. It's not perfect, but there are many circumstances in which it still permits useful analysis. 1) Remove those same days of in-person voting (not mail) from the advanced vote in October; 2) A direct day-to-day comparison

That first comparison--removing ipev from GE holiday-equiv. --will be represented with a dotted line, shown here.
This isn't perfect: one could imagine, for ex., that someone who would have voted on day 12 will now vote on day 18, boosting later tallies. But still useful context

With that in mind, it still seems Democrats continue to show a lot of strength. Yesterday, they continued to run well ahead of the general election, including excluding holiday equiv. days

Joe Biden leads Donald Trump in Pennsylvania and Florida, according to new Times/Siena polls taken after the first debate.
Biden leads in Pennsylvania, 49 to 42 percent among likely voters. He leads in Florida, 47 to

In an analysis of interviews conducted yesterday, including in Arizona (where a poll is ongoing), there was modest evidence of a shift in Joe Biden's direction after Trump's COVID diagnosis. That said, one day of interviews is not nearly enough to reach any firm conclusions

The shift, though, would be material if confirmed and it was statistically significant, controlling for the demographic and political variables used in weighting. That said, it's still just one day of interviews. We'll have to wait and see here.

Of the two results, the biggest surprise was probably Florida, where we found Biden+5 with a R+4 sample. This is a fully updated voter file that reflects some meaningful GOP registration gains in the states.

It's just a subsample, so big MoEs here, but we found no evidence of the big Trump gains among Hispanic voters in Florida or in Miami-Dade County. Biden even narrowly led a (very small) sample of Cuban voters; they were R 47-28 by registration. Again, small samples but...

A lot for Democrats to like in the early voting data over the last few days, as they are now running ahead of where they stood at a similar point of the general election--thanks to a stronger Black turnout

The Black share of in-person early voters was basically identical to the general election over the first few days of voting, but that began to diverge late last week--and even more so over the weekend, which is typically a strong period for Black turnout in Georgia

As most of you know, the Black turnout in Georgia (and nationwide) was relatively weak v. other groups in the general election. That's been a matter of some consternation for progressives who wish it weren't so, but it's also the big source of upside for Democrats in this runoff

At the moment, the higher Black share of in person early voting is enough to cancel out the smaller share of mail-in absentee voters, who were overwhelmingly Democratic in the general--giving Democrats, in my view, a slightly more favorable electorate at this stage of voting

Looking ahead, we're about to lose a certain amount of clarity in our day-by-day comparison, since the holidays will dampen (and outright eliminate) turnout on GOP-friendly days. We'll probably watch the Dems expand their lead v. the general, and then the GOP try and claw it back

I was working on something before the election that became the election...

Color revolutions are real and we just witnessed one live and direct...

1.

(THREAD) The Whitaker scandal is deepening, as it becomes clear that Sessions' Russia recusal was a coordinated sham and his firing an act of obstruction—and that his replacement is a White House plant inside the Mueller probe. I hope you'll retweet and read on for more details.

1/ From 2014-17 Whitaker worked for World Patent Marketing—which during his tenure defrauded consumers out of $26 million and was successfully prosecuted by the feds. His involvement in the scam confirmed he had loose morals and that the feds would never want to employ him again.

2/ Despite the seeming impossibility of a man with Whitaker's background getting a job at Justice ever again—he'd been found to have used his former title as a US attorney to fraudulently threaten consumers with valid complaints with criminal penalties—Whitaker found an opening.

3/ Within 60 days of parachuting out of World Patent Marketing as it was being fined $26 million by the feds, Whitaker was working for CNN and telling a fellow attorney panelist that his purpose in working for CNN was to get noticed by one man—Donald Trump—and thereby get a job.

4/ Whitaker spent his time at CNN making ludicrous statements about the Mueller probe: there was no obstruction or collusion, he said; Mueller had no authority to look into any aspect of Trump's finances or to subpoena him, he said. All the while, he hoped Trump was watching him.

1/Zach has the history right (again). I doubt the current political leadership read the book where Summers et al explained what they did, unless they look at borrowed copies. Here it is: https://t.co/4gyFiagaj3

2/ But the summary is that Summers, Geithner, Orszag, Emanuel agreed on telling Obama and Biden in December 2008 that about $800b was an adequate stimulus. Would lower unemployment just below 8% by late 2010. Romer thought $2.1T or $1.7T was needed to achieve full employment.

3/ They wouldn't let her make the case in writing for $1.2T because her number could leak. The reasons for $800b were: they wanted the bill passed by February, so they could move on to health care reform and cap and trade; they had no ways to spend more;

4/ spending more might kick off inflation or cause markets to fall for fear of inflation; that might lead to more bank runs; more bank runs might require a second TARP so they couldn't ask Congress for too much for recovery; Pelosi would give them whatever they asked

5/ for but they didn't think they could get the needed 1 or 2 R Senators quickly if they asked for more; they wanted 60 but had only 58 D Senators; popular "moonshots" or signature items in the package would take too long (Biden asked for that);

"these people are not going to take it any longer..
do not want to see our election victory stolen by a bold and radical left Democrats.
We will never concede.. when there's theft involved...had enough. We will not take it anymore, and that is what this is all about."
1/

"We will not let them silence your voices. We're not going to let it happen.

Not going to let it happen.

CROWD: Fight for Trump. Fight for Trump. Fight for Trump. Fight for Trump. Fight for Trump. Fight for Trump.
TRUMP: Thank you."
2/

"those tens of thousands of people ..
..the military, the Secret Service and we want to thank you and law enforcement ..you're doing a great job..
..but I would love it if they could be allowed to come up with us. Is that possible? Can you just let them, please?"
3/

"if Mike Pence does the right thing, we win the election.
..he has the absolute right to do it..States want to revote, the states got defrauded..they want it back. All Vice President Pence has to do is send it back to the states to recertify, and we become president"
4/

"I actually I just spoke to Mike. I said, Mike, that doesn't take courage, what takes courage is to do nothing. That takes courage, and then we are stuck .. and we have to live with that for four more years. We're just not going to let that happen. "
5/