Thursday, June 25, 2020

Will 2020 Dim the Myth of the Campaign Guru? Let's Hope So

Michael Deaver. Ed Rollins. Lee Atwater. James Carville. Dick Morris. Karl Rove. David Axelrod. Steve Bannon.

Every recent president has had at least one top advisor who has been given generous credit for being the strategic mastermind behind his political success—credit that these operatives have seldom discouraged. As the conduct of campaigns has become more professionalized over time and the press has devoted more attention to the game within the political game, strategists and consultants have increasingly become famous in their own right. These figures are considered worthy of awe based on the assumption that the choices that they make during the course of the campaign—which messages to adopt, which ads to produce, which voters to target, how to attack the opposition—are likely to be crucial to the outcome.

These choices are important, and in a close election they might indeed be decisive. But there is reason to believe that the influence of campaign activity and strategy over electoral results is much more modest than it is often assumed to be, especially in the general elections for the presidency that command the most attention and publicity. For example, we can get a fair way toward predicting the final vote distribution in any particular election simply by accounting for a few basic variables like the state of the national economy, the identity of the party in power, and whether or not the incumbent is running—all factors that lie outside the campaign itself.

The quadrennial celebration of the key strategists behind the winning candidate as unrivaled masters of the political arts usually reflects an assumption that the outcome proved them to be savvier or more ruthless than their counterparts in the losing camp. But most of the time, there are equally smart and tough people on both sides of a race. One competitor will inevitably be elected and the other defeated—it's the nature of the business—but that doesn't mean that the winners are always geniuses and the losers always incompetents.

Interestingly, the 2020 election may be the first in a while that has not generated substantial press coverage of the top professional staffers in the two major presidential campaigns. Of course, there are other big stories to cover these days. But these stories have themselves managed to illustrate how elections can be powerfully influenced by forces independent of the campaigns themselves—forces like a pandemic, or a recession, or a newly energized social movement.

The 2020 race has also demonstrated how elections with an incumbent seeking another term in office tend to become a referendum on that incumbent's perceived performance. President Trump's strategic decisions have indeed had electoral effects, but those decisions do not appear to be guided by aides within his campaign apparatus. His current organization lacks a Bannonesque svengali figure able to provide a coherent intellectual frame to his quest for re-election. And since Trump's recent behavior has coincided with, and probably contributed to, a notable slide in the polls, there aren't too many subordinates eager to take credit for his candidacy's current trajectory in conversations with reporters.

And then there's Joe Biden. Biden engineered a fairly remarkable comeback in the Democratic nomination contest and has now pulled into a national lead unmatched at this stage of the campaign by any candidate in either party since Bill Clinton's 1996 re-election. Yet neither he nor his brain trust seem to be getting much credit in the media for this record of success: the resurrection of his primary campaign is mostly attributed either to Jim Clyburn throwing him a rope in South Carolina or to the fortuitous mistakes of the SandersWarren, and Bloomberg candidacies, and his growing lead in the general election race is similarly laid at Trump's feet. (I'd guess that even many regular consumers of political media would have trouble recalling the name of Biden's campaign manager; I certainly did before writing this post.) With the pandemic limiting his ability to wage a visible campaign, Biden has received a certain respect only for having enough patience and base cunning to stay out of the way as Trump's position deteriorates.

The press isn't being particularly unfair to Biden and his aides. But it has misled in the past by overstating the importance of strategic maneuvering by campaign gurus, excessively hyping the presumed architects of electoral victory while disparaging the unsuccessful team for supposedly blundering its way to defeat. If the 2020 election provides an unusually dramatic example of the fundamental importance of external factors and the limited power of short-term tactics, it will provide us with a useful lesson in the true nature of presidential campaigns. Yes, hiring a brilliant political mind can sometimes help win the White House. But with the most important factors remaining out of the hands of the candidates and their staffs, the biggest electoral asset of all remains sheer luck. Maybe what was needed to finally convince the media of this fact was Joe Biden—whom one prominent New York Times reporter recently called a “very flawed candidate running a flawed campaign”—nevertheless becoming a heavy favorite to be the next president.

Wednesday, June 17, 2020

"New" States Get the Hype, But the Electoral Map Hasn't Changed Much in 2020

To a certain type of election-watcher, there are few things more exciting than witnessing a state that was once loyally partisan transform into a fiercely contested battleground. Recent public opinion surveys suggesting that Joe Biden is running a close race against Donald Trump in Texas and Georgia—two traditional Republican bastions that have not been competitive in presidential elections since the 1990s—and now leads in Arizona, which has voted Democratic for president only once (1996) in the past 70 years, have, unsurprisingly, received widespread attention from political commentators.

But the complete picture of the emerging electoral map in 2020 reveals far more continuity than change. The current era of presidential elections is distinguished by a historically unmatched degree of consistency in state-level partisan alignments, as depicted in this chart from my book Red Fighting Blue: How Geography and Electoral Rules Polarize American Politics:




Of the 37 states (plus the District of Columbia) that voted for the same party's nominees in each of the five presidential elections between 2000 and 2016, Arizona, Georgia, and Texas seem to be the only plausible candidates to break their streak in 2020—unless the next few months turn so dramatically in Donald Trump's favor that he manages to carry Minnesota or Maine. But even the potential addition of new Sun Belt territory to the familiar Midwest-centered battleground state map doesn't mean that there has been a significant partisan realignment of the South or Southwest over the past four years. What the close recent polls in these states really indicate is not that Trump has developed an unusual regional weakness, but rather that Biden now has a national lead strong enough to pull a few Republican-leaning states into the "competitive" category.

If we compare the two-party popular vote outcome in 2016 with today's two-party polling margin as estimated by The Economist's daily forecasting model for the 16 states where both parties received at least 45 percent of the vote in the last election, we see (after accounting for sampling error and variations in data quality) what looks like a fairly uniform pro-Democratic shift nationwide:

New MexicoClinton +9Biden +13Change: +4 D
VirginiaClinton +6Biden +11Change: +5 D
ColoradoClinton +5Biden +14Change: +9 D
MaineClinton +3Biden +10Change: +7 D
NevadaClinton +3Biden +7Change: +4 D
MinnesotaClinton +2Biden +9Change: +7 D
New HampshireClinton +0Biden +6Change: +6 D
MichiganTrump +0Biden +8Change: +8 D
PennsylvaniaTrump +1Biden +5Change: +6 D
WisconsinTrump +1Biden +6Change: +7 D
FloridaTrump +1Biden +4Change: +5 D
ArizonaTrump +4Biden +3Change: +7 D
North CarolinaTrump +4Biden +2Change: +6 D
GeorgiaTrump +5Trump +0Change: +5 D
OhioTrump +9Biden +1Change: +10 D
TexasTrump +9Trump +3Change: +6 D
IowaTrump +10Trump +2Change: +8 D
NATIONALClinton +2Biden +8Change: +6 D


Polling estimates are, of course, inexact, and all three of the new Sun Belt battlegrounds had already swum against the national tide by becoming "bluer" between 2012 and 2016. But the best recent evidence indicates that these states remain more Republican than the national average, and are currently competitive mostly because Biden is well ahead in the overall popular vote. Even so, Biden appears to have a consistent lead only in Arizona, and he still trails Trump in Texas.

If Biden's current advantage is changing the electoral map in some ways, it's working against change in others. After Trump won Ohio and Iowa by unusually wide margins in 2016, some analysts speculated that both states would lose battleground status in 2020, conceded to the GOP from the start of the campaign. Ohio and Iowa remain clearly Republican-leaning in 2020 compared to the nation as a whole, but Biden's overall lead allows him to keep both states in play (at least for now), and the Trump campaign is indeed spending money to defend them.

A scenario in which Biden maintains or expands his current margin would allow Democrats to consider deploying campaign resources into these states in pursuit of a decisive national victory and gains in downballot offices. But if the race starts to tighten, diverting attention to red-leaning states will be considerably less appealing, and Democratic dreams of "expanding the map" will need to wait for a future contest. Either way, the electoral college outcome in 2020 is still likely to pivot on the four states that Trump carried by narrow margins in 2016: Michigan, Pennsylvania, Wisconsin, and Florida. And there's nothing new at all about those particular states deciding who the next president will be.

Thursday, June 11, 2020

The Surge in Female Congressional Candidates Keeps Going in 2020—And Now It's Bipartisan

One of the major political events of 2018 was a sudden, historically unparalleled surge of women running for office—a development that reflected the energetic political mobilization of women within the Democratic Party after the election of Donald Trump over Hillary Clinton two years before. The Congress that took office in January 2019 contained a record 102 female members of the House of Representatives  and 25 female senators. (Since then, the number of women has decreased by 1 in the House and increased by 1 in the Senate.) In both chambers, the partisan distribution is heavily skewed: Democratic women currently outnumber Republican women by a margin of 88 to 13 in the House and 17 to 9 in the Senate.

The congressional elections of 2020 have received much less notice than those of two years ago; apparently there are a few other big national stories to divert Americans' attention these days. But with slightly more than half of the year's House nominations having been decided by the primary voters of the two parties as of mid-June, it's worth checking in to see whether last election's explosive rise in female nominees has carried over to the current contest. As the figure below shows, the surge has not only continued among Democrats, it has spread to the Republican Party as well:



The share of female House nominees in the Democratic Party shot up from 29 percent in 2016 (itself a record at the time) to 42 percent in 2018; this year, it has increased still further to 48 percent as of this week—within reach of a numerically equal gender balance. The growth has been even sharper when incumbents, still a mostly male group, are excluded: from 27 percent in 2016 to 49.8 percent in 2018 to 58 percent (so far) in 2020. Whether or not the Democrats make history this year by nominating more total women than men for the House, they are on track to be the first party ever to nominate more non-incumbent women than non-incumbent men.

For Republicans, 2018 did not bring a sudden rise in female candidates. But 2020 very much did. So far this year, women constitute 21 percent of all Republican nominees for the House and 33 percent of all non-incumbent nominees—a dramatic increase from two years ago (when the final figures were 13 percent and 18 percent, respectively) and all previous years. The gap between the parties is still substantial, but is on track to narrow slightly from its 2018 size.

We'll need further research to know for sure, but I suspect that the dynamics driving these changes are somewhat different in each party. On the Democratic side, the Trump era has brought a sudden increase in women motivated to seek political power in response to his unexpected victory, combined with what appears to be an increasing preference among Democratic voters for female congressional nominees. In many strongly Republican districts that are not being seriously contested by the national parties, it seems that simply having a female name has often become a key ballot advantage for otherwise unknown Democratic candidates running among a field of equally unknown male primary opponents.

For Republicans, the new spike in female congressional nominees is more likely a product of initiatives by party leaders to recruit more women to run for office, in order to counteract a perceived reputation for demographic exclusivity. Republican officials have recently attempted to bring more gender diversity to the party, as reflected in the appointment over the past two years of three Republican women (Cindy Hyde-Smith of Mississippi, Martha McSally of Arizona, and Kelly Loeffler of Georgia) to fill vacant seats in the U.S. Senate.

Though women are much better represented on the candidate slates of both major parties than they have been in the past, the November election is unlikely to produce a 2021–2022 Congress with a large number of new female faces. Most challengers in congressional races are perennially destined to lose, and 2020 seems likely to be a more friendly election for incumbents than 2018 was. A few seats now held by retiring male representatives are likely to elect women this fall, including Iowa-2, Illinois-15, and Texas-24, but a few others may well replace departing women with male successors, including Alabama-2, Hawaii-2, and New York-17.

And in the Senate, it's quite possible that the number of women will actually decline in 2021. McSally and Loeffler both face serious challenges by male opponents in this fall's elections (two other electorally vulnerable incumbents, Susan Collins of Maine and Joni Ernst of Iowa, would be replaced by other women if they lose in November). At least five sitting senators—Kamala Harris of California, Amy Klobuchar of Minnesota, Elizabeth Warren of Massachusetts, Tammy Duckworth of Illinois, and Tammy Baldwin of Wisconsin—are plausible choices for the vice presidential slot on the Democratic national ticket, with no guarantee that a victorious running mate would be replaced in the Senate by another woman.

The only seat now occupied by a male senator that is more likely than not to elect a woman in 2020 is Wyoming, where Republican Cynthia Lummis is a heavy favorite to succeed the retiring Mike Enzi. Elsewhere, the female candidate with the best shot of winning a seat currently held by a man seems at this stage to be Democrat Barbara Bollier of Kansas, but she remains a clear underdog whose chances of winning a normally red state probably depend on the Republicans nominating a weak opponent in the August 4 primary. So while this year's congressional elections are shaping up to be a notable milestone in female representation within both major parties, next year's Congress will not be in position to make similar history.

Thursday, June 04, 2020

Trump, the Floyd Protests, and the End of Confident Conservatism

After Richard Nixon's 1968 election, many conservatives came to believe that their movement naturally represented the political views of most Americans. This conservative faith in the wisdom of the average citizen was cemented by Ronald Reagan's popularity in the 1980s, which was widely interpreted at the time (and not just by conservatives) as a decisive expression of the nation's exhaustion with both outdated New Deal economic policies and decadent '60s-era cultural practices. America's mistaken dalliance with liberalism was a passing phase that it was maturing out of, argued the Reaganites, and both the present and future belonged to the right. Reagan himself projected this sunny confidence in the nation's judgment, serenely dismissing liberal expressions of outrage in the same manner that he responded to the attacks of the hapless Jimmy Carter by half-chuckling "there you go again."

Bill Clinton's presidency temporarily shook, but did not ultimately damage, the confidence of the conservative movement. Conservatives found ways to explain away Clinton's electoral success, claiming that he only won because George H. W. Bush had betrayed conservatism by raising taxes, because Ross Perot's independent candidacies temporarily drained conservative votes away from the Republican Party, and because Clinton's slippery political style deceived the electorate about his true nature. Republican capture of both houses of Congress in 1994 for the first time in four decades, combined with a similarly dramatic set of electoral gains at the state and local level, continued to suggest to conservatives that they represented the future of American politics, and several major milestones in the Clinton presidency, from the government shutdown of 1995–1996 to the impeachment of 1998–1999, were conflicts precipitated by conservative leaders who had assured themselves (sometimes incorrectly) that most of the public would side with them in a fight.

Despite the close margin, controversial resolution, and discrepancy between the popular and electoral votes, conservatives generally treated the 2000 election as something of a restoration after an eight-year usurpation, underlined by the fact that the new Republican president was the eldest son of the last Republican president. Especially after the declaration of the War on Terror, the presidency of George W. Bush styled itself as the authentic, patriotic voice of the vast American interior, and mocked its critics as a vocal but small group of coastal elites. Bush's top political aide Karl Rove repeatedly expressed ambitions to construct a durable Republican advantage in the manner of his political hero William McKinley, whose 1896 election marked the beginning of a 36-year stretch of Republican dominance of national politics.

With a few strategic concessions to the nation's changing demographic trends—education reform to appeal to suburban professional women, a softer tone on race and immigration to cultivate a Republican vote among Hispanics—the Bush program of "compassionate conservatism" envisioned a stable popular majority supporting a policy agenda of laissez-faire economics, religious traditionalism, and interventionist military engagements overseas. But the failures and misfortunes of Bush's second term opened the door to the election of Barack Obama in 2008. In retrospect, this was a key turning point in the psychology of the conservative movement.

Obama represented a new and more serious challenge to conservatism's conception of itself as uniquely speaking on behalf of the American public. His race was an important element of this threat, but not the only one. In contrast to Clinton's "triangulation" strategies and propensity to echo conservative tributes to limited government and personal responsibility, Obama made few substantive or symbolic concessions to conservatism. His policies were farther left than his predecessor's, and he succeeded in enacting health care reform where Clinton had failed. He was from Chicago, not small-town Arkansas. And he rode into office on the support of younger voters who represented the generational future of American politics, and who seemed especially resistant to the appeals of his conservative opponents.

Conservative confidence in the nation's long-term direction became notably scarce in the Obama years, as widespread pessimism and fear replaced Reagan's cheerful assuredness. The popular backlash on the right against the "change" that Obama himself claimed to personify was stronger than it had been against Clinton, taking aim at the traditional leadership of the Republican Party as well as the Democrats. Rather than selecting yet another member of the Bush family to succeed Obama, Republican primary voters opted to nominate Donald Trump, an outsider candidate who had built his campaign around passionate contempt for Obama and the state of the nation under his watch.

But whatever expressive purpose the decision to elect him may have served, the current president is ill-equipped to usher in a new conservative age. Trump is not a friendly face with the charisma to increase conservatism's mass appeal, like Reagan was. He is not a man with a 40-year plan, like Rove was. And any hopes that his glowering demeanor and vengeful preoccupations would either intimidate liberals into silence or halt the progression of larger social changes have clearly not been realized. In part because Trump has inspired a backlash of his own, conservatives do not seem much more comfortable with the direction of America today than they were four years ago.

The waning confidence of the American right in its own popular standing has produced other manifestations as well. Its imprint can be seen in conservative opposition to measures designed to increase the ease of voting, in negative portrayals of "millennials" and college students in the conservative media, and in an increased emphasis on the unelected federal judicial branch, rather than the congressional legislative process, as an avenue for conservative policy-making. Perhaps most dramatically, it is expressed by the more frequent displays of firearms at conservative protest events—a clear suggestion that the use or threat of physical force might be necessary to compensate for losses in the court of public opinion.

The current crisis in the streets of America has roots that stretch in many different directions, but it has surely been exacerbated by the current administration's propensity for confrontation with the many perceived enemies that surround it. It's not especially important that Trump apparently moved briefly to the bunker under the White House last week in the face of protests outside the building—a subject of liberal mockery in recent days—but it's crucial that the administration's governing approach from its inception has reflected a bunker mentality. The protestors gathering daily outside the White House and in cities and towns all around the country since the George Floyd killing have come to embody the threat of cultural besiegement that many conservatives, including those in law enforcement professions, have been feeling since 2008.

Trump has started to echo Nixon's famous invocation of a supportive "silent majority." But he is the only president in the history of public opinion polling who has never had a majority of Americans on his side, even on his first day in office, and he has never shown much interest in courting skeptics rather than attacking them. Winning a second term will likely require him to eke out a narrow margin in the electoral college, very possibly without a popular-vote plurality once again. The current governing regime seeks to retain political power from behind barricades that are primarily psychological, separated in spirit more than in physical distance from a growing population of fellow Americans whom it no longer trusts to be on its side. When you see your own domestic political opponents as an irredeemably hostile force trying to destroy the country as you know it, perhaps it's only natural to fantasize about calling in the troops.

Tuesday, May 26, 2020

Why COVID Was Never Going to Produce National Unity

The presidency of Donald Trump is often treated as if it represents a dramatic new development in American politics, but it's likely that future generations looking back on this time in history will be somewhat surprised, or even amused, by the prevalence of such a view. In many ways, Trump is more interesting, or important, as a fulfillment of existing trends reaching back decades into the past than he is as an innovator in his own right. In retrospect, a Trump-like figure rising to power within the Republican Party can, and probably will, be seen as a completely natural development.

The current historical moment is merely the point at which the barrier previously separating the increasingly-dominant media wing of the American conservative movement from its traditional officeholding wing suffered a serious structural buckle, catapulting many of the media types—with their distinctive preoccupations, motivations, and rhetorical styles—into positions of governing power. Put another way, the Trump administration is more or less a real-life simulation of what would have happened if Rush Limbaugh had been elected president. Journalists and attentive citizens often gasp at this or that example of "unprecedented" Trumpian behavior and marvel that they can't picture Barack Obama—or George W. Bush, or Ronald Reagan—ever saying or doing such a thing. But if the question were instead "can you imagine a President Limbaugh saying or doing that?" the answer is nearly always yes.

Many observers have expressed amazement at how quickly the nationwide public health crisis of COVID-19, itself not inherently an ideological or divisive issue, has evolved to conform to the outline of familiar culture-war conflicts. But to the media outlets that now exercise substantial influence over the national Republican Party, culture war is what politics is all about. In the world that they construct for their audiences, conservatism is in the position of defending America itself against ceaseless attack from Democratic politicians, liberal interests, and a mainstream news media all bent on its destruction or catastrophic transformation. In this constant state of emergency, there is little room to prize non-ideological values such as governing competence or policy expertise, and any form of compromise with the political opposition is tantamount to capitulation.

Even during periods of Republican rule, the content of conservative media programming focuses more on criticizing Democrats and the non-conservative media than on celebrating conservative electoral or governing successes. An emergence of national unity, with the leaders and members of both parties agreeing to implement public policies developed by non-partisan experts to address a widespread threat to the well-being of all citizens, wouldn't just undercut the arguments that liberals are wrong about everything and that government power cannot be leveraged productively for universal benefit. It's even worse than that: what would the conservative media talk about every day?

Trump's own instincts lie in the same direction. Unlike previous leaders of both parties, he ran for the presidency not by vowing to bring the country together but instead by promising constant conflict with an array of perceived enemies inside as well as outside its borders. Intermittent expectations that Trump might seek to "rise above" mere political warfare were thus unrealistic: in his view, the warfare is the whole point. The idea of approaching the current crisis with a bipartisan spirit is as incomprehensible to him as it would be to any Fox News host, and both Fox and the White House have quickly reverted to their common comfort zone of the partisan firing range: questioning the need for social distancing restrictions and even the severity of the disease itself while accusing Democrats, journalists, and scientists of using the crisis as a cover to sabotage the president.

But an important difference remains between officeholding conservatives and media figures: talking heads don't need to win over a plurality of eyeballs to build long and successful careers, but politicians can only stay in power by attracting more votes, whether popular or electoral, than the other side. The all-culture-war-all-the-time attitude is more reliable as a means of building a loyal audience in a splintered media marketplace than as a national campaign strategy. Trump is openly envious of the governors who have received a post-COVID boost in personal approval ratings that has eluded him, but the facts-first, inclusive governing approach that citizens have rewarded across party lines at the state and local level is simply not in his nature to adopt regardless of its potential electoral benefits.

Trump's current situation is reminiscent of the time that ESPN hired Rush Limbaugh to provide commentary on its highly-rated "NFL Countdown" pregame show. Limbaugh's tenure only lasted about a month, ending abruptly after he used his new platform to argue that mainstream sports media analysts were reluctant to criticize the performance of Philadelphia Eagles quarterback Donovan McNabb because McNabb was black. Limbaugh, a lifelong sports fan, undoubtedly recognized what a valuable opportunity he was being provided, and that his new bosses would be expecting him to justify their controversial decision to bring him aboard by showing that he was capable of being more than an incendiary political warrior. But, like Trump, Limbaugh just couldn't help himself once the camera was pointed at him. His life’s purpose is to say these things, and these are the only kind of things he knows how to say.

Tuesday, April 28, 2020

The Weakest Modern Presidency Faces a Pandemic From the Couch

For three years now, political scientists Jonathan Bernstein and Matt Glassman have been arguing that Donald Trump is a historically weak president—probably the weakest of the modern (post-FDR) presidents. This is a contrarian view in some respects. Trump dominates the day-to-day media coverage of politics like no other figure in memory, and even many of his harshest critics often describe him as ruthlessly wielding the power of his office.

But I suspect that this argument will become more popular over time, especially once Trump departs the presidency and is no longer the constant obsession of the political world. Even prior to the current emergency, Trump had rarely been invested in the substantive responsibilities of his office and had never been able to attract sustained popular support for himself or his policies. He has presided over an executive branch whose administrative and political capacity has been constrained by mismanagement, infighting, and a cast of substandard subordinates serving alongside an array of temporary appointees and outright vacancies. While other presidents learned on the job from early mistakes, Trump has seemed incapable of significant growth or adaptation.

The COVID-19 crisis has exposed this weakness to public view like no previous event. Other than signing economic aid legislation for citizens and businesses—initiatives that were chiefly negotiated by Treasury Secretary Mnuchin and congressional Democrats with little personal involvement by the president—Trump does not appear to be leading an ambitious national response to the epidemic. Governors and other state officials complain of insufficient federal assistance (and even active federal interference). According to recent reporting, Trump is unengaged with the substance of his administration's COVID mitigation efforts: his discursive appearances at task force meetings reveal a limited understanding of relevant subjects when he attends at all, and he spends much of the workday watching cable television.

Trump has angrily disputed these accounts, suggesting that he may be the hardest-working president in history. But the amount of time that he has visibly devoted to complaining on Twitter or holding extended press briefings is evidence enough of where his attention has been directed. Though they were initially assumed to be politically beneficial, the president's daily briefings have only turned out to advertise his limitations, impressing nobody who wasn't already a supporter. It's thus understandable that Trump's post-COVID bump in job approval was both comparatively modest and unusually short-lived.

Unlike the governors and mayors who are earning public support across party lines for their handling of the crisis, Trump seems incapable of understanding that projecting strength requires exhibiting intellectual command of the facts and toning down personal grievances. Rather than learning from experience, he repeats the same mistakes over and over: claiming that the virus will "just go away," touting unproven or nonsensical remedies, and making quickly-falsified predictions about how long the crisis will continue or how many Americans will die. And the president has repeatedly shifted responsibility for solving the problem from himself to state and local officials—quite a departure from the "I alone can fix it" rhetoric of the 2016 campaign.

The fundamental passivity of the president's response to COVID-19 is especially instructive given his normal preoccupation with projecting executive decisiveness, populist sympathies, and Type-A swagger. Trump's desire to comport to the ultimate "strong leader" archetype is indeed powerful, but not so powerful that it can overcome a limited interest in information-gathering, an inability to think strategically over the long term, a lack of mental focus on any subject other than himself, and a general absence of committed energy for the tasks of governing.

All of these traits were visible before COVID came along. But now the demands on this presidency have grown stronger while the president looks less and less comfortable in the job, unable even to mimic the seriousness of purpose that other elected officials have marshaled in the moment. He seems to be hoping that he will wake up one day and the virus will simply be gone—via miracle cure or act of providence—without the need for any dedication or sacrifice on his part. That's admittedly a relatable wish, but it's not how a strong president would act.

Wednesday, April 15, 2020

Solving the COVID Crisis Requires Bipartisanship, But the Modern GOP Isn't Built for It

American politics is famously polarized these days, but it's hard to envision any solution to the COVID pandemic and associated economic crisis that doesn't require a lot of bipartisan agreement. Democratic and Republican officeholders need to cooperate in order to enact economic aid legislation and other measures designed to ameliorate the effects of the outbreak. Supporters of both parties need to respect the authority of state and local officials to impose restrictions on public gatherings in order to slow the spread of the virus. And the future expiration of these stay-at-home orders will not produce an economic rebound unless Democrats as well as Republicans feel safe enough to resume their normal consumption activities.

As my political science colleague Frances Lee points out in Insecure Majoritiesher excellent book on the modern Congress, breakdowns in bipartisanship often benefit the party out of power, by denying the ruling side the policy achievements and broad popular legitimacy that it would gain from productive cooperation. Tamping down partisan divisions in order to focus on fighting the virus and helping those affected by the deteriorating economy thus especially serves the interest of the Republican Party, the current holder of the presidency. November's election will serve as an unavoidable referendum on President Trump, and citizens' perceptions of his performance in handling the COVID crisis will not only influence the outcome of the presidential race but will extend to congressional and even state-level contests as well.

Under the current circumstances, then, we might expect an incumbent president to pursue a strategy of staying above the partisan fray, reassuring Americans of all political preferences that he was committed to protecting both their health and their wealth from the current threats while finding some common ground with the leaders of the opposition. But Trump's instincts—especially in moments of potential vulnerability—compel him to attack his perceived enemies and ratchet up the general level of conflict. He has even suggested at times that he will condition federal aid to states and localities on the amount of deference he receives from their elected officials. There has been no apparent attempt by his administration to build credibility with the public outside the 45 percent or so of Americans who already like and trust the president.

Trump's personality is what it is. But his combative style is shared by many of his partisan allies. Other major elements of the Republican party network, such as conservative interest groups and the conservative media universe, are increasingly promoting Trump's position that the threat of the coronavirus is exaggerated and that prevailing social distancing restrictions are excessive. Familiar Republican targets—not only Democratic politicians but also scientific experts and the mainstream media—are under fresh attack from an American right that has become suddenly anxious about the president's chances of re-election during conditions of national economic catastrophe.

The contemporary Republican Party has been built to wage ideological and partisan conflict more than to manage the government or solve specific social problems. So perhaps it shouldn't be shocking that an array of subjects, from what medical treatment might help COVID patients to how important it is to take measures protecting the lives of the elderly, have been drawn into the perpetual political wars. But leading conservative figures like Trump, Sean Hannity, and the Heritage Foundation will find it much easier to persuade existing supporters to take their side in a fight with "liberal" scientists, journalists, and public safety authorities than to win over the American public as a whole.

Republicans need a party-wide reset of priorities. There has seldom been a time in recent political history when daily partisan point-scoring has been rendered more irrelevant. The general election is far enough away that good policy is good politics: the best way for the ruling party to serve its own electoral interests is to work as hard as possible over the next seven months to render COVID manageable and prevent economic freefall. The widespread public confidence that will be necessary for "normal life" to resume simply can't be jawboned back into existence via daily press conferences, radio broadcasts, or Fox News monologues. If Republicans lose the battle with the coronavirus, they won't have much of a chance to win the fight against liberalism.

Wednesday, April 08, 2020

Sanders Was a Big Step Forward for Leftism—But Where Does It Go From Here?

Bernie Sanders officially suspended his 2020 presidential campaign on Wednesday, choosing not to contest the Democratic primaries all the way to the end of the calendar as he had done in 2016. It may seem in retrospect as if Sanders's second campaign was less successful than his first, since his support fell below its 2016 level in every state that voted after Super Tuesday and he dropped out of the race much sooner this time around. Yet Sanders achieved something important in 2020 that he never did four years ago: a temporary status as the favorite for the nomination during the two-and-a-half weeks between the New Hampshire and South Carolina primaries, before Joe Biden's sudden resurgence blocked his path. It's likely that Sanders's two presidential bids, taken together, represent an important milestone in American politics. But it's impossible to know right now how important they will turn out to be.

After each of his candidacies, some analysts confidently declared that Sanders—despite his present-day defeats—nevertheless represents the future of the Democratic Party. This blog has consistently been skeptical of that argument, and it remains so today. Even if Sanders had managed to win the 2020 race, it would have been a testament to the complexities and contingencies of multi-candidate nomination politics more than the expression of a fundamental shift in the preferences of Democratic voters. And if Sanders had gone on to lose the general election to Donald Trump, there would have been substantial backlash within the party against his brand of politics.

Sanders found more success running for president than many people anticipated—and more success than any left-wing candidate achieved since Jesse Jackson, if not George McGovern. But as these historical parallels suggest, temporary breakthroughs do not inevitably lead to long-term transformations. Sanders has given leftism (a word I use in a non-pejorative sense to distinguish Sanders-style politics from the conventional Obama-Biden liberalism now prevailing within the Democratic mainstream) its best opportunity in at least a generation to establish itself as a persistently influential force in American politics, even if it remains unlikely to succeed in remaking the entire Democratic Party in its own image. But opportunities can be squandered, and they often have been before.

Sanders's most obvious contribution to the leftist cause is demonstrating that millions of Americans can be mobilized to support—and support passionately, with generous financial contributions—a political candidate who identifies himself as a socialist and who advocates a comprehensively left-wing set of issue positions that would, especially in the economic realm, represent a break from the thrust of American policy-making over at least the past 40 years. He diverted the attention of activists on the left who have often remained aloof from electoral politics to the potential benefits of seeking power through that means. And he (very sensibly) used the vehicle of a major party to do so, illustrating the self-defeating pointlessness of leftism's previous third-party dalliances by winning nearly four times as many total votes in one-and-a-half nomination contests as the Green Party has won over the past six general elections.

Sanders also introduced new or long-absent policy positions into the realm of public debate. Whether or not student debt forgiveness, a federal jobs guarantee, or six months of paid family leave are ever implemented in the United States, the necessary first step toward enactment is for a candidate to build a campaign around them. A political journalistic class that does not naturally welcome discussions of economic inequality and fairness has been compelled by Sanders's campaigns to acknowledge these subjects to a much greater degree than it did in preceding decades.

But Sanders also exposed some of the continued political weakness of American leftism even in a moment of relative triumph, so it's worth considering what else would need to happen for his candidacies to become the start of a larger revolution (as it were). Simply pointing at the age distribution of Sanders's support and claiming that the left wing can just wait to inherit the Democratic Party from its more moderate elders isn't very convincing. At any given historical moment, lefties can be prone to assuming that the enthusiasm of youthful activists for their cause is a sign that popular victory is just around the generational corner, but it's worth considering how many baby boomers who were marching in the streets in the 1960s and 1970s aged to become supporters of Joe Biden—or, for that matter, of Donald Trump.

While Sanders did much to promote the idea that left-wing politics could be productively advanced within the institutional framework of the Democratic Party, he did not entirely resolve—and, in some ways, even exacerbated—the tension between corners of the activist left and the party as it now exists. Sanders's refusal to officially become a Democrat himself, combined with his rhetorical attacks on the "Democratic establishment," meant that he couldn't speak of the party as a "we" rather than a "they," which contrasted with other leaders (such as Elizabeth Warren and Alexandria Ocasio-Cortez) whose policy views overlap with Sanders but who present themselves as heirs to the left's lineage within the Democratic Party rather than outside it.

For those on the left who disdain the Democratic name, this separation was a major reason why Sanders was preferable to alternatives like Warren. In both 2016 and 2020, Sanders ran better among political independents than among self-identified Democrats. Some of his most prominent and devoted public supporters, and even campaign staff members, have histories of open antagonism to Democratic leaders and organizations. But increasing the appeal of leftist politics within the Democratic electoral base in the future will require courting citizens who are loyal to the party and proud of its history—such as the black voters whose lack of support for Sanders proved decisive in both of the last two elections. The modern conservative movement gained control of the Republican Party not by dismissing the GOP's heritage but by claiming it for itself. Yet analogous actors on the left have been much more likely to criticize the Democratic leadership from outside the tent, limiting their persuasive power over those inside.

Another question still unanswered at this stage is whether momentum on the left will survive the end of Sanders's own national candidacy. Sanders is famous for his lack of interest in promoting or even talking about himself, but insurgent or upstart presidential campaigns often wind up presenting their candidates as political saviors who have arrived on the scene to personally cure the nation's ills, and—as with Obama and Trump before him—Sanders has indeed become such a figure, treated by some admirers as the only honest man in politics. Both Sanders campaigns styled themselves as a "movement," but can this movement extend beyond Sanders, his current activist supporters, and a handful of backbench allies in the House of Representatives?

One might be tempted to compare Sanders to Barry Goldwater, whose own unsuccessful presidential candidacy laid the groundwork for later transformational change, but the modern conservative movement was already much larger than one candidate or campaign by the time of Goldwater's 1964 nomination, and only two years after his general election defeat it elected its ultimate embodiment, Ronald Reagan, to be governor of the nation's largest state. Sanders has been a very effective spokesperson for his cause, but he does not seem to be a natural institution-builder, and an enduring political movement or party faction needs renewable capacity beyond the intermittent mobilization of quadrennial presidential campaigns. Here, as elsewhere, the conservative movement's ability to draw steady financial and structural support from business interests and wealthy patrons has given it an advantage that is difficult to replicate on the left.

The Sanders campaign was also ultimately hampered by another common impediment of left-wing politics: strategic and tactical deficiencies. Lefties can easily fall into the habit of waging campaigns in the political world as they wish it to be, not in the world as it is. They may also avoid practices that they consider unseemly, even if they might be effective. Post-mortem accounts of the Sanders operation describe flawed or absent polling, considerable strategic rigidity, and a candidate disinclined to reach out to other political figures who would have been in position to help him win. (The Warren campaign also seems to have been organized around the idea that relying on pollsters and professional consultants to make major decisions was somehow beneath its dignity and therefore to be resisted.) Romanticizing the noble defeat is a long-standing tradition on the American left, but it has undeniable practical drawbacks if the goal is to gain and hold political power.

Sanders has already left a mark on aspects of the Democratic policy platform, and he will almost certainly be credited in coming years with drawing a generation of activists into the political arena. Rather than exerting a transformative effect on the party as a whole, a more invigorated left wing is—if it can sustain its energy over the long term—more likely to act as one among many constituencies tugging on Democratic leaders to prioritize its particular concerns. Though such a development would fall well short of some supporters' revolutionary ambitions, it would be still a fairly impressive legacy for a second-place campaign to leave behind.

Thursday, April 02, 2020

Time Passes Slowly Under COVID—So the Political World Should Adjust Accordingly

Ever since the COVID-19 pandemic began to affect daily life in the United States, it has distorted the nation's collective sense of time. Many people have observed in the last few days how long the month of March 2020 seemed to last; the events of its first week, such as Joe Biden's electoral success on Super Tuesday and the withdrawals of Pete Buttigieg, Amy Klobuchar, and Elizabeth Warren, now seem to have occurred in a long-distant era. This makes psychological sense: the world has fundamentally changed, that change is highly unpleasant and anxiety-provoking (if time flies when we're having fun, it crawls when we're miserable), and the measures imposed to control the spread of the virus confine most of the population to a limited set of spaces, activities, and companions.

One of the many unfortunate consequences of this development is its exacerbation of the American political class's existing preoccupation with immediate daily or even hourly developments at the expense of long-term perspective. The disinclination to think beyond the moment at hand has been a signature characteristic of the Trump presidency from its first day of existence, and the serious risks and dangers that accompany this aversion to planning and foresight have become excruciatingly obvious in the current crisis. Repeatedly dismissing the coronavirus as a non-threat or even non-issue in the early weeks of the pandemic may have fleetingly avoided spooking the press, the public, or the markets, but in retrospect it seems like a tragic error in both policy and political terms.

Trump's habit of governing with eyes fixed on the daily rhythms and pet subjects of television news coverage is commonly framed as an indictment of him, though it's equally an indictment of television news coverage. And social media, though it can do a better job of disseminating information than the average cable talking head-fest, operates with an even greater degree of transience. The emergence of the COVID-19 epidemic has only magnified this moment-to-moment mentality.

Rather than directing all of its energies towards developing and implementing an aggressive federal policy response, the White House has succumbed to the temptation to treat the pandemic as a public relations problem that needs a public relations solution (to paraphrase a previous president mischaracterizing his own presidency-defining crisis). Its daily press conferences are organized less to provide useful facts to the public than to allow Trump to engage in personal credit-claiming and subordinates or allies to bestow additional credit on him. Inevitably, these events attract considerable media attention, which just as inevitably provokes frustrated liberals to blast journalists for providing Trump positive publicity and allowing him to spread misinformation—even as Trump himself uses the platform to lob attacks at disfavored reporters. Meanwhile, in a particularly silly testament to the growing political time warp now in effect, a few days spent out of public view turned out to be long enough for a coalition of journalists, Republicans, and Bernie Sanders supporters to treat Joe Biden as if he had virtually forfeited the 2020 election.

The Trump administration, its opponents on the left, and its targets in the media have become locked in a cycle of perpetual mutual obsession that has not proven healthy for anyone concerned. Despite their many conflicts, all of these actors share the view that there's usually nothing more important than today's news. But the coronavirus does not abide by the same rules of time. It may have seemed to arrive quickly, but it is not likely to depart quickly. And so it renders the day-to-day preoccupations of the political world even more peripheral than usual.

In general, the rhetoric of political leaders, the testimony of scientific experts, and the coverage of media sources have done an increasingly effective job of persuading citizens of the potentially catastrophic effects of COVID-19 on both public health and the national economy. But there has been less open acknowledgement of the sheer length of time that it may take for daily life to approach relative normality. Trump, of course, went so far as to suggest last week that public institutions could reopen by Easter, for which he received considerable criticism before retreating from this timeline in recent days.

But even the University of Washington's frequently-cited projections of future infection and mortality frequencies, as foreboding as they may be in forecasting imminent emergency in much of the country, take on a reassuring bell-curved shape with the patient caseload declining rapidly in May, reaching minimal levels by mid-summer. However, these estimates assume the indefinite maintenance of maximal social distancing practices. It's likely that crisis conditions will continue until a vaccine or major treatment breakthrough arrives, and rules governing access to public spaces will need to reflect the ongoing presence of the threat. How can anything close to normal life resume before the virus is eradicated or the effects of infection become manageable?

For those who have found the last two or three weeks to be slowly-paced, the prospect of months or even years of continued restrictions—as casualties mount and the economy deteriorates—may seem hard to contemplate. But that's why the attention of politicians, journalists, and citizens alike should be trained squarely on potential paths to long-term solutions (or, at least, long-term ameliorations) rather than getting caught up in momentary dramas. If Trump indeed cares more about his own re-election chances than anything else, as many detractors charge, it's still true that his path to a second term runs through winning a war on the virus, not the daily news cycle.

Even analysts who are focused on the November election need to remind ourselves that seven months is a very long time in politics (seven months ago, for example, the Ukraine scandal that led to Trump's impeachment had yet to surface), and the next seven months will feel especially long. We all might as well settle in as best as we can, because we're going to be stuck here for a while.

Monday, March 23, 2020

Four Reasons to Be Cautious About Trump's Approval Ratings

Ever since the COVID-19 coronavirus crisis began to accelerate a couple of weeks ago, political obsessives have wondered about the likely effect that it would have on President Trump's job approval ratings—and, by extension, his chances of re-election in November. The few surveys that have been conducted over the past week or two don't show any dramatic movement—the FiveThirtyEight model currently estimates Trump's national approval at 43 percent, which is more or less where he's been since the end of the government shutdown in February 2019. But the lack of any apparent decline, combined with recent surveys that showed more respondents endorsing Trump's handling of the coronavirus outbreak than disapproving so far, have inspired some analysts to argue that the president may actually be benefiting politically from the crisis at the expense of the Democratic opposition.

Perhaps that's true. But realistically, it's far too soon to glean much about either the American public's ultimate response to Trump's management of the pandemic or its implications for the upcoming election. Here are four good reasons to exercise some patience before jumping to conclusions:

1. Political leaders' popularity often rises temporarily after the onset of a crisis. Political scientists call this pattern the "rally effect," and it's been documented many times over decades of history; most dramatically, George W. Bush's job approval shot up from about 50 percent to about 90 percent virtually overnight after the events of September 11, 2001. There are several plausible factors contributing to this phenomenon: citizens close psychological ranks around their national leaders in a moment of uncertainty and fear; they evaluate these figures on different criteria than they did before the crisis erupted; and the normally critical opposition party (sometimes) mutes its attacks on the incumbent. Both French president Emmanuel Macron and Italian prime minister Giuseppe Conte have enjoyed spikes in popularity during the current coronavirus outbreak, despite (especially in Italy's case) substantial national dislocation and tragedy.

But these popularity bumps fade with time. Either the crisis is soon resolved and citizens turn their attention to other things, or it is not, in which case they start to grow impatient with the effectiveness of their leader. The 2020 general election is still far enough away that even if Trump were to benefit from the rally effect in the short term, it wouldn't be a very reliable signal of his popularity more than seven months in the future.

2. Americans are still learning about the severity and likely duration of this crisis. National journalists are closely following each development of the coronavirus outbreak; most also live in places like New York and Washington where daily life has already been dramatically changed. But large sections of the country aren't as strongly affected so far, and the less obsessively attentive typical resident of middle America will not have experienced the same degree of disruption. Many Americans are presumably still unaware of the probable length of time before things get visibly better, much less return to normal—for example, while it seems quite apparent based on the trajectory of infection that many public school systems that are now closed are unlikely to reopen before the end of the academic year three months from now, few state authorities have yet acknowledged as much in public. Citizens who anticipate that the crisis will only last a matter of a few weeks may see little reason at this point to re-evaluate their opinions about the president, but they may start to feel differently if the inconvenience persists for longer than they first assumed.

3. Americans already have strong opinions about Trump, and most of them disliked him before the crisis. Trump has never consistently exceeded 50 percent job approval as president even during three previous years of relative peace and prosperity. His approval rating among Democrats has seldom reached double digits—it stood at 7 percent in the last Gallup survey—and his approval among independents (as measured by Gallup) has generally stayed between 35 and 40 percent for most of his presidency. The only way that his popularity could fall much further would be for elements of his remaining base—consisting almost entirely of habitual Republican voters—to become disenchanted with his performance, but these citizens are unusually resistant to changing their minds about him. Their partisan alignment means that they are already predisposed to support a Republican president, they are prone to discount criticism from Democrats and mainstream journalists, and they are disproportionately exposed to Trump-friendly messages from conservative media sources.

The good news for Trump is that he may be spared significant erosion in his popularity by the strong loyalty of his fellow partisans. But a steady approval rating could also be a problem, because he's already in a vulnerable position heading into re-election and is consistently running behind likely opponent Joe Biden in national polls. Even if the crisis were merely damaging enough to prevent Trump from boosting his public support by November, that itself might turn out to be a decisive factor in the election.

4. It's not the virus, it's the economy (stupid). The most worrying component of this crisis for the Trump administration and re-election campaign isn't the spread of COVID-19 itself and the casualties that it leaves in its wake. Instead, it's the larger impact on the economy. While the specific quantitative estimates of current forecasting models should be treated with skepticism in such an unprecedented and fast-moving environment, it seems inevitable that there will be a sudden and catastrophic economic shock that will at least temporarily push the U.S. into a recession.

Trump and his supporters will argue, with justification, that it would be unfair to blame him for the economic misery that a worldwide pandemic is poised to inflict on the nation. But voters tend to reward presidents for good economic times and punish them for bad times regardless of the incumbent's actual responsibility for either outcome. It wouldn't be surprising if Trump's popularity remained stable or even rose a bit over the next few weeks during (presumably) the strictest anti-COVID remediation measures, only to decline later in the year once the larger consequences, especially declining income and employment, became more visible to average citizens. He therefore has every reason to wish not only for a shallower economic plunge than most analysts now foresee, but also for a historically rapid national rebound once the worst is over.

Saturday, March 21, 2020

Nelson W. Polsby's Analysis of Presidential Nominations Still Applies After 37 Years

Today at the Washington Post's Monkey Cage blog, I reflect on the continued relevance of Nelson W. Polsby's 1983 book Consequences of Party Reform for the events of the last several weeks. The media-driven ups and downs of the Democratic presidential candidates in the 2020 election illustrate the enduring insights of Polsby's research, as does his newly-resonant concern that excluding party leaders from playing a central role in selecting nominees increases the risk of electing a president who is unable to meet the expectations and challenges of the office.

Wednesday, March 11, 2020

March 10 Primary Review: From "Contested Convention!" to "Over Already?!?"

It wasn't all that long ago that the prospect of a contested Democratic convention was every savvy Washingtonian's favorite topic of conversation. Traditional political journalists, who are habitually bored and irritated by the smoothly stage-managed and substantively anticlimactic nature of modern conventions, seem to envy the days when their forerunners like H. L. Mencken witnessed the excitement of a political party actually resolving its nomination contest in a blur of stem-winding speeches, repeated roll-call votes, and dark-horse bandwagons. But their predictable musings, usually accompanied by ill-disguised hope, at the beginning of every nomination season that the imminent primary race could easily produce such a thrilling grand finale received reinforcement this year from the ranks of the cutting-edge quantitative analysts. According to the FiveThirtyEight forecasting model, the probability of no single Democratic candidate receiving a majority of delegates spiked after this year's Iowa caucus, briefly rising well over the 50 percent mark prior to Super Tuesday.

Of course, that all seems rather quaint now. Joe Biden's remarkable resurgence, beginning with his modest second-place finish in the Nevada caucus and picking up rocket fuel the following week in South Carolina, extended through another week's worth of elections this Tuesday night. Barely a month after his damaging losses in Iowa and New Hampshire seemed to bring his campaign to the edge of a cliff, Biden is poised to assume the mantle of presumptive Democratic nominee.

What's more, the procedural mechanism that previously made a contested Democratic convention seem so very possible—the party's requirement that delegates must be allocated in proportion to the popular vote in individual states and congressional districts—is the same thing that will now help Biden's campaign make the case that the race is effectively over. At the beginning of the primary sequence, with so many active candidates dividing voter support, it's only natural to suppose that no single contender may be able to attract an outright national majority of delegates. Republican candidates can quickly amass a strong advantage even without a popular majority by placing first in multiple states that award delegates in a winner-take-all fashion, but national party rules close off that path for Democrats.

At the current stage of the nomination sequence, however, proportional allocation becomes a Democratic front-runner's best friend. Biden's lead in the delegate count, though it may not appear numerically lopsided at first glance, has in fact become sufficiently large that only a series of crushing defeats in state after state would seriously endanger it. A Republican candidate in Sanders's position could conceivably ride victories in multiple winner-take-all states to make up ground quickly in the back half of the primary calendar, but the Democratic Party's proportionality requirement dramatically blunts the impact of upsets late in the process. Both Hillary Clinton in 2008 and Bernie Sanders in 2016 notched some notable wins in populous states during the final phases of the primary season, but they had both already fallen far enough behind their opponents that anything short of repeated landslides wasn't going to throw the final outcome into doubt.

And so, like in many other years, the 2020 presidential nomination system has quickly transformed apparent chaos and uncertainty into order and predictability. There are still more states to vote, more questions to resolve, and more strategic choices ahead for both Biden and Sanders. But unless a truly extraordinary disruption occurs in the race, the process has now foreclosed any other outcome than the one that now stands before us.

Wednesday, March 04, 2020

Super Tuesday Review: Biden Back in Front

The vote-counting from Tuesday's elections will continue not only through the night but also, in California anyway, for a couple of weeks to come. Yet the overall picture is relatively clear. Joe Biden appears to be the winner in ten states (Alabama, Arkansas, Maine, Massachusetts, Minnesota, North Carolina, Oklahoma, Tennessee, Texas, and Virginia). Bernie Sanders has placed first in four states (California, Colorado, Utah, and Vermont). Mike Bloomberg won the caucus in American Samoa, and Elizabeth Warren finished no better than third in every state or territory—including her home state of Massachusetts.

Here are some of the most important implications of the Super Tuesday results:

1. All of a sudden, Biden is once again at the front of the Democratic race, in what might be the most dramatic apparent comeback in the modern history of nominations (no candidate has previously survived finishing fourth in both Iowa and New Hampshire to vault back into the lead). The Biden surge of the past week was spread across the entire nation, and only the prevalence of early and mail voting in California, Texas, and Colorado kept him from amassing a near-decisive lead in delegates.

2. We won't know the final results in California for a while, and it's possible that Sanders did well enough there to keep the total Super Tuesday delegate margin between him and Biden from becoming too lopsided. But the most damaging result for Sanders on Tuesday wasn't the delegate count—it was his unexpected losses in Massachusetts and Minnesota. Beginning with next week's primaries in Michigan and Missouri, many of the key states in the post-Super Tuesday phase of the nomination calendar are urban states in the Northeast and Midwest, including New York, Pennsylvania, Ohio, and Illinois. Had Sanders been able to confine Biden's victories on Tuesday to the string of states from Virginia to Texas, he could have argued that Biden's strength was mostly regional and unlikely to endure once the contest moved northward. But Sanders's losses in two medium-sized, mostly white urban states where Biden didn't even campaign or spend money are much more troubling omens for his candidacy.

3. These results show why a truly contested convention—despite dominating media speculation in the early stages of every election season—is unlikely to occur except under very unusual circumstances. Nearly always, nomination contests naturally narrow down fairly quickly to one or two viable candidates; it's very hard for three candidacies to sustain themselves through the entire gauntlet of primaries. With only two contenders (at most) left standing by the end of the schedule, one or the other can count on a first-ballot majority at the convention, even if the arithmetic technically requires a bloc of delegates previously pledged to withdrawn candidates to pitch in enough votes to put the leading delegate-winner over the top. (Before a recent round of rules changes barred their participation on the first ballot, superdelegates could also perform this service, as they did for Barack Obama in 2008.) Democratic voters in the first 18 states have reduced what was once a large field of candidates to two plausible remaining options—Biden and Sanders—and the role of Democrats in the remaining 32 states is to determine which of these two will be the nominee.

4. Biden's now the favorite once again, but Sanders is by no means out of the running. More twists and turns are still quite possible, if not likely. But this is usually the kind of defeat that compels a candidate to make adjustments: tweak the campaign message, revise the strategy, target a new constituency. A key question hanging over the rest of this race is whether Sanders, who prides himself on his consistency, will rethink his approach or simply plow ahead on his current path.

5. A lot of people seem to have drawn the conclusion from the last few days that campaign ads and field organizing have become fairly meaningless in modern elections, since Biden engineered his historic surge while being massively outspent and out-organized by Sanders and Bloomberg. The reality is probably more complicated. It's certainly true that national media and social media are more important factors in the nomination horse race, and local organizations less important factors, than they once were. But Biden also has a unique advantage: everybody already knows who he is, and Democrats already have positive views of him, so television ads and campaign mailers are much less necessary to boost his name recognition or get his message out than would be true for other candidates.

In fact, it's very possible that Biden's lack of money and organizational capacity severely damaged and almost ended his candidacy in Iowa and New Hampshire—especially in Iowa, where the caucus system rewards candidates who have the infrastructure to identify supporters, drag them to the caucus meetings, and keep them there until the voting is complete. Similarly, while Bloomberg's money wasn't sufficient to deliver him the nomination, one glance at the Super Tuesday results is enough to confirm that he was able to buy himself a significant, though ultimately insufficient, amount of popular support simply by spending at unprecedented rates.

Rather than decisively declaring one factor "the real story" and other factors "worthless," we analysts should acknowledge the extraordinary complexity of multi-candidate nomination contests. It can be tempting to declare Biden's comeback inevitable now that it's happened, but nominations are much less predictable and more contingent than that. All of us are students rather than masters of this subject, and the unusual events of the past few days have shown how much there always is to learn.