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COLUMNISTS
TODAY'S STORIES
11.02.2008
Mark Penn and the Juno Fallacy

I dialed into that Clinton conference call this afternoon and was left absolutely speechless by some of the things Mark Penn said. For example, he argued that we should disregard polls showing Obama doing better than Hillary against McCain. That's fine--I don't actually put much stock in polls about hypothetical matchups. But Penn was making a much more ambitious point--arguing, essentially, that polls are unreliable in general. He cited several data points: Polls showed John Kerry winning against George W. Bush in 2004; polls showed Hillary losing to Rick Lazio in the 2000 Senate race; polls showed Obama doing well in California and Massachusetts last Tuesday; early Super Tuesday exit polls showed Obama rolling to big victories across the country...

Wow, where to start? The Bush-Kerry polls showed a pretty close race in the final week or so of the 2004 campaign (which it basically was), and a lot of them got the result right. So I don't think you can summarily dimiss the 2004 polling. Likewise, most of the polling going into Hillary's 2000 election showed her up slightly (see this New York Times editorial from the day before). She won relatively comfortably, but it's not like the polls were highly misleading. As for February 5, the vast majority of Masachusetts polls showed Hillary winning comfortably (see here for the average of the last few polls there, which were Obama's best Massachusetts polls); it's only California that was really screwy--and that seems forgivable since the outcome hinged on a remarkable and unexpected surge in Latino turnout. 

And who said anything about exit polls? They've definitely been misleading at times. But most journalists know that, or have learned it by now. Anyway, it's not like anyone's been citing early exit polls showing Obama beating McCain. I'm not even sure what that would mean at this point.

(In fairness, the New Hampshire polls were pretty misleading, though I don't remember Penn mentioning them...)

More importantly, consider the logical fallacy in what Penn's saying, which is basically: X is sometimes misleading. X shows Y. Y must be wrong because X shows it. It's a bit like a woman refusing to believe she's pregnant because pregnancy tests are sometimes wrong. While it's true that you might not be pregnant if a pregnancy test says so, the occasional fallibility of pregnancy tests is hardly the strongest argument for why you're not pregnant. Call it the Juno fallacy. 

Finally, Penn's ostensibly a pollster. Have you ever heard of a pollster who questions the value of polling? Would you hire one who did? And what's the alternative to polls? Going with your gut? Taking the word of campaign flacks? I'm not sure what the broader take-away was supposed to be here.

Three more quick nuggets from the conference call:

1.) Howard Wolfson seemed very eager to remind voters of what Obama strategist David Axelrod said this morning about superdelegates, which is that their role is/should be to exercise their judgment about what's best for the party. The conventional wisdom is that Obama wants superdelegates to stand down and let the voters decide things, while Hillary wants to leave the door open to winning on the backs of superdelegates. This was either a slip on Axelrod's part or a reflection of a change in thinking within the Obama campaign. Either way, the Clintonites were eager to embrace it.

2.) Several journalists on the call asked why Wisconsin would favor Obama rather than Hillary. Wolfson seemed torn between arguing that Hillary could do well there and raising expectations for her. That's okay, though, I'm happy to field this one for him. The short answer is that Wisconsin's a lot like Iowa, except younger and with more black voters. The long answer is the subject of this blog item from last week. The only thing I'd add is that Wisconsin also has slightly fewer working class people than Iowa--49 percent of primary voters there made under $50,000 in 2004, versus 53 percent in Iowa in 2004. (True, Iowa holds a caucus and Wisconsin holds a primary. But Iowa had such high turnout this year that it effectively became a primary.)

3.) Wolfson was asked at one point why Hillary wasn't more competitive in Maine, where the demographics seemed to favor her. His short answer: It's a caucus. We do better in primaries, where the maximum number of voters can show up and express their preferences.

Update: Commenter psantillana suggests Axelrod wasn't necessarily reversing the campaign's position on superdelegates. That's certainly possible, particularly given the weird way in which the question was asked by Matt Lauer. But the implication is that he doesn't thinks superdelegates should be bound by the final pledged delegate tally. (Otherwise why make an electability argument?) It could be hard for him to walk back that implication down the road.

Here's the transcript of what he said:  

LAUER: Let me ask you about superdelegates. A lot of discussion about the role they're going to play in all this by the time it's over and the debate being whether they should vote out of loyalty to a candidate, particularly if they're elected officials, or whether they should vote the way their state or district votes.

So, when it comes to Senators John Kerry and Senator Ted Kennedy, should they vote for had Barack Obama because they've endorsed him or should they vote for Hillary Clinton because the state of Massachusetts voted for Hillary Clinton?

AXELROD: I think that the role of the superdelegate is to act as, sort of, a party elder. These are elected officials from across the country and they're supposed to exercise their judgment as to what would be best for the party. And as they look at this, they need to decide who would be the strongest candidate for the party…

LAUER: David, you're not answering. Should those two senators vote for Barack Obama or Hillary Clinton?

AXELROD: I think they and all the superdelegates should vote according to what they think is best for the party and the country. And I think that we need the strongest possible candidate against John McCain…

--Noam Scheiber 

Posted: Monday, February 11, 2008 6:33 PM with 13 comment(s)

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psantillana said:

Axelrod is not necessarily contradicting a previous position if that previous position was that superdelegates should vote with their constituents - because it's very arguable that that IS best for the party. Flouting the way your state voted will alienate the dems in that state, won't it?

February 11, 2008 7:47 PM

jonster2 said:

Noam: could you please write a post explaining something?

When Hillary blames the caucus format for her losses, why doesn't anyone ask what proof she has that the admittedly flawed system penalizes her, but not Obama?  Is there any proof that by some amazing coincidence, Obama supporters in state after state just HAPPEN to have free time at just the right time of time, while Clinton supporters do not?  Caucuses by design penalize people who have to work, are out of town and can't vote absentee, etc.  But the laws of probability dictate that there's an equal chance that Candidate A's supporters would face these difficulties as Candidate B's would.  

February 11, 2008 7:58 PM

ralphnelle said:

We should expect the Penn/Wolfson reasoning to get increasingly pathetic as their grip on this thing continues to weaken. Question: could Hillary have hired anyone _less_ appealing than those two?

February 11, 2008 8:02 PM

blackton said:

"This was either a slip on Axelrod's part or a reflection of a change in thinking within the Obama campaign. Either way, the Clintonites were eager to embrace it." This is a reason I hate politics. This reminds me a little of Hitlers bunker when Roosevelt died, they thought the war would end and victory would be assured. Grasping at straws time.

The one thing the Clintonites should be eager to embrace are the voters. Clinton has to muzzle Penn and Wolfson, put some warm fuzzy people out there, people who believe in Hillary and who aren't politco hacks. Mark Penn is one of the reasons I dislike Hillary, anyone who would associate with such an unctious guy has to have issues.

Free campaign advice to Hillary. Stay upbeat, do Leno, Colbert, Stewart, smile and laugh, make a few jokes about yourself and the campaign. Don't talk about your "wins" in Florida and Michigan, don't talk about superdelegates, find ways to get people to like you and don't get Obama supporters outraged because they will generally go out and talk to their friends.

February 11, 2008 8:05 PM

Noam Scheiber said:

Jonster - I think the theory is that working-class people, who disproportionately support Hillary, have less fleixbile work schedules and often have to work odd hours (nights/weekends). So it's harder for them to take two hours off at a set date and time. Much easier for them if the time commitment's lower and they have, say, a 12- or 14-hour window in which to vote, as in a primary.

February 11, 2008 8:22 PM

JosephCuomo said:

Noam-

The NY Times website tonight (Feb. 11, at about 8pm) is reporting that aides to Hillary are saying, ". . .she has begun reassuring anxious donors and superdelegates that the nomination is not slipping away from her. . ."

Also from the NYT: "Mrs. Clinton held a buck-up-the-troops conference call on Monday with donors, superdelegates and other supporters; several of them said afterward that she sounded tired and a little down. . . And these donors and superdelegates said that they were not especially soothed, saying they believed she could be on a losing streak that could jeopardize her competitiveness in Ohio and Texas."

Wow.

_____________________________________________________________________________

Also: "'She [HRC] has to win both Ohio and Texas comfortably, or she’s out,' said one Democratic superdelegate who has endorsed Mrs. Clinton, and who spoke on condition of anonymity to share a candid assessment. 'The campaign is starting to come to terms with that.' Campaign advisers, also speaking privately in order to speak plainly, confirmed this view."

The above cited Times piece suggests that maybe Hillary is starting to feel a bit desperate, and perhaps Penn's crazy conference call, and HRC going Rezco on BHO is yet a further sign of that flailing desperation.

_______________________________________________________________________________

More bad news for HRC from the NYT:

"Several Clinton superdelegates, whose votes could help decide the nomination, also said Monday that they were wavering in the face of Mr. Obama’s momentum after victories in Washington, Nebraska, Louisiana and Maine last weekend. Some of them said that they, like the hundreds of uncommitted superdelegates still at stake, may ultimately 'go with the flow,' in the words of one, and support the candidate who appears to show the most strength in the primaries to come."

And regarding "those primaries to come" (according to the Times): ". . .[Clinton] advisers, donors and superdelegates said they were resigned to a possible Obama sweep of the rest of February’s contests."

All of which sets the stage for HRC's own superdelegates to just ship, and support Obama.

_______________________________________________________________________________

February 11, 2008 8:37 PM

benjamin81 said:

Now, I'm just working off of Noam's description of this conference call, but in the inaccurate polls cited in the first paragraph, is Penn talking about polls taken immediately before the election, or polls take several month out. I do seem to remember Lazio leading Hillary in the polls when he first became the GOP candidate (but correct me if I'm wrong), though I never remember Kerry leading Bush by more than a few points in any national poll. Was Penn maybe making the point that hypothetical matchup polls several months before an election mean nothing for determining electability?

February 11, 2008 8:45 PM

Noam Scheiber said:

Benjamin - Good question. He actually made both arguments at different points in the call. In the context of Lazio, I understood him to be talking about the polls just prior to Election Day. In the context of Bush/Kerry, he talked about Kerry having a very large lead over Bush right after winning the nomination, which obviously evaporated. I agree with the underlying point--that polls conducted long before election day aren't very useful--and wouldn't give him grief for it. But he also said that most of the polls available heading into Election Day had Kerry winning--which is not literally true, and is somewhat dishonest by implication (since the polls all had it pretty close either way, and didn't end up being very far off).

February 11, 2008 8:57 PM

The Stump said:

Dylan Loewe, whose very smart blog I just discovered via Ben Smith , makes a great point about superdelegates

February 11, 2008 9:08 PM

cypess said:

I thought that retirees are a major part of Hillary's base... and they are steady voters and I am assuming that they are big caucusers.  That was the impression I got from the Iowa coverage (i.e. it's a retiree playground).  

[I have the sneaking suspicion that this is what those in the news producing business call 'spin' and what we in the news consuming business call 'b.s.'... put a smiley face on what is a slow moving train wreck]

February 11, 2008 9:49 PM

Rhubarbs said:

... But every Democratic caucus I've ever participated in has been dominated by retirees, working union members, and women. Unless things have changed in the Midwest in the last eight years, I just don't see how it's even remotely plausible to suggest that a candidate who appeals to independents, students, African-Americans, and educated professionals has a built-in advantage in a caucus format. That coalition right there describes exactly the people who pretty much never showed up when I lived in caucus states, whereas Hillary's core demographics could have been relabeled, "Likely caucus-goers."

February 11, 2008 10:14 PM

cypess said:

"But every Democratic caucus I've ever participated in has been dominated by retirees, working union members, and women"

Thanks Rhubarbs, that's what I thought too.  But this requires some reporters to check up on this.  But it smells like desperate spin to me

February 11, 2008 10:29 PM

willpastor said:

I think that exit polls and primary polls in general are fairly unreliable. It isn't just a matter of calling up 1000 registered voters and asking them how often they voted in the past and whether they will on election day. Pollsters have to make major assumptions about turnout (and in the case of exit polls, how reliable a predictor any given polling station is). As a result, while the RCP averages (the averages of various recent polls, as tabulated by eealclearpolitics.com) usually nail general election results, they have been bad at predicting primaries. The same polls that had Obama so far up in California also had Romney winning soundly, a fizzle that has been much less talked about, probably because there is no Mormon equivalent of Bradley effect, and no feeling that the media has been hyping Romney.

Penn is trying to insinuate Bradley effect here but I've noticed that the Bradley effect is the sort of thing people only talk about when it is validated, and ignore counterexamples. Harold Ford was 6% behind in the Tennessee Senate race on the eve of the election, but he only ended up losing by 3%. Republican Michael Steele really did do 5% worse than polls predicted in the Maryland Senate race, but the white Republican governor Ehrlich also did 5% worse than polls predicted. The Maryland polls were unusually bad. And Deval Patrick did about as well as polls predicted.

Likewise, while some exit polls have overstated Obama's strength (Mass, NJ, Arizona) others have nailed the results while still others have underestimated Obama (Iowa, Louisiana). In Louisiana Obama only won the exit polls by about 8 points, due to what appeared to be very weak white support, but ended up winning by 21 points. Is there a reverse Bradley effect in the bayou? No, exit pollers just don't quite know what they are doing.

February 12, 2008 4:30 AM