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Baseball Primer Newsblog— The Best News Links from the Baseball Newsstand
Wednesday, October 31, 2012
Come next Tuesday night, we’ll get a resolution (let’s hope) to a great ongoing battle of 2012: not just the Presidential election between Barack Obama and Mitt Romney, but the one between the pundits trying to analyze that race with their guts and a new breed of statistics gurus trying to forecast it with data.
In Election 2012 as seen by the pundits–political journalists on the trail, commentators in cable-news studios–the campaign is a jump ball. There’s a slight lead for Mitt Romney in national polls and slight leads for Barack Obama in swing-state polls, and no good way of predicting next Tuesday’s outcome beyond flipping a coin. ...
Bonus link: Esquire - The Enemies of Nate Silver
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You city boys need to learn how those in the provinces once lived. In my country town where I grew up and went to school, farms kids not only got shotguns when they learned to walk practically, those who came to school in their pickup trucks had a gun rack over their rear window, which they parked on school grounds. (I don't think they locked the doors either.) And not once in those years did it occur to me, or any other kid, that if you got into a tiff with someone, he was going to go to his truck and get his gun.
Have you no soul, that you would so flippantly derail a Monty Python hijack?
If this was not an intentional reference to A Christmas Story, then it's hilarious.
***
If Wisconsin goes for Romney, then yes, that's a systemic failure of polling. The polling average in Wisconsin is over five points for Obama. That's a huge miss.
My prediction is 332 for Obama, 206 for Romney, and a 50.5-48.5 margin in the popular vote.
***
No one seems to have mentioned this, but the value in Nate's site is setting percentages waaaaaay in advance. All poll aggregators are equal the week before the election. Nate's value comes from showing trends months in advance.
RCP says that Obama will win with a .1 point lead while 538 is predicint an over 2 point win for Obama. A .1 lead would probably be in the mid to high 50's for Obama instead of an 80+% chance of winning that a 2+ point lead predicts.
Sure, but it went from being an 8-point Obama lead to something like a 2-point Obama lead at 2008's turnout level. That's well within the margin of error, while Nate is giving Obama ~85 percent odds based on slim leads like that one in Ohio and 1-2 other states.
While jacking up the price is simpler, on the surface, I'd prefer a subsidy or payout to suppliers bringing in gas. Spread the pain, which is a useful theory in emergencies, rather than hurt the less able or the poor.
In other words, you're saying nothing will change?
If we haven't gotten near a war crimes based impeachment in the decade, though, what on earth would the standard be?
Nate can edit poll results (as can anyone interested and savvy enough) to make them more accurate; tweak them in ways they need to be tweaked, discount the ones that show bias, and so on. It may be Gallup, for example, that doesn't call cell phones. Adjusting for that in ways that Gallup doesn't is important.
Don't forget the 'mine-shaft gap'. They're missing that one, too!
Spoken like someone on the vege of losing an election. The polls themselves are extremely specific, and routinely result in several decimal places. The falsification would be to report other than what they and their necessary adjustments tell us. Your proposal is on the order of, "don't tell me what the guy's batting average is when he's 467 of 1983, just tell me whether he's likely to get a hit or not."
Why do you keep saying the working sample is only 4 or 5 elections?
Each result from each state for the past elections counts as a data point to examine.
Multiply by the multiple polls taken of those states at various times in the run up to election day, and you're getting into the hundreds of data points for each election.
Yep.
No, my proposal is don't tell me the guy is 4 for his last 9, and base a prediction for today's game on it.
As Bertie Wooster might say (a different definition of say here, snapper): rem acu tetigisti.
But they're rarely reported that way. One of this week's polls that was reported as 49-48 Obama was actually 48.56 Obama to 48.49 Romney — a difference of one or two respondents.
If the headline/article writers want to distort it, that's their call. If Nate/RCP are using the real numbers, that's all that matters.
Are you advocating for more detailed results (48.56-48.49) or less detailed results (Nate rounds up)?
You city boys need to learn how those in the provinces once lived. In my country town where I grew up and went to school, farms kids not only got shotguns when they learned to walk practically, those who came to school in their pickup trucks had a gun rack over their rear window, which they parked on school grounds. (I don't think they locked the doors either.) And not once in those years did it occur to me, or any other kid, that if you got into a tiff with someone, he was going to go to his truck and get his gun.
You buy me a farm and a time machine and you're on.
And BTW they had to pry my Daisy off of my warm, sleeping body. Or maybe I just outgrew it around the same time I outgrew collecting baseball cards.
I'm simply saying that some of these comparisons are of different things. RCP's poll numbers are rounded off to the nearest whole number while Nate is going to four decimal places. A one-point election is tight enough, but 48.56 to 48.49 is beyond coin-flip.
Nate got burned three times on close Senate elections in 2010. It's interesting the amount of faith people have in Nate's ability to divine the outcome of the presidential election based on a similar batch of close polling numbers in Ohio and 1-2 other states.
8.8, 7.2 - 1980
1.0, 0.6 - 1984
0.0, 1.5 - 1988
2.9, 1.0 - 1992
0.1, 5.1 - 1996
1.2, 3.2 - 2000
0.8, 1.0 - 2004
0.3, 0.0 - 2008
So far, there has been one election in the last eight in which both the state and national polls missed by more than two points. The last two elections, which have been by far the most extensively polled, have seen errors no greater than one percentage point.
This does not mean that errors of 5 points or more can't happen. They happened already in 1980. (Though that has a lot to do with the paucity of polling in 1980 and one or two really terrible polls from the week before, but I'm taking 1980 at face value for the sake of argument.) But given the data we have, it seems that betting on polling error of 2-3 points or more in Romney's direction - which is effectively what calling the election "a toss up" is - that is not a bet I would make.
If Nate had rounded up his numbers, don't you think he'd take heat from people who say he's fudging the numbers?
When Nate simply lays out the numbers for people to see, and his percentage/averages have digits to show, why is it wrong to show them?
You seem to put a lot of faith in those three mistakes, without including the fact that he was correct on many other results.
Two or three points nationwide or 2-3 points in 1-2 states?
We didn't need Nate to tell us what would happen in California, Alabama, Arizona, or about 28 other Senate races. Nate's track record in the closest races is what's truly important here, and that track record isn't as good as some people seem to believe.
What was his track record in states with close margins in 2008 and 2010?
I'd like to know what were the odds Nate was giving in those races. I'd also like to know if there truly only was 5 "contested" races.
At this point what else is there for ol' Joe? Even RCP is deserting him.
In the 2010 Senate races, Nate was 2-for-5 in the five closest races. He missed on Buck, Angle, and Miller.
In the 2010 House races, Nate underestimated GOP gains by over 20 percent.
That's not what I asked, and it makes me suspicious that you might be cherry-picking the data points to make Nate look bad.
Don't worry about it. I'll look it up myself and report back.
2010 wasn't a presidential election year, so there were no "states" for Nate to call.
From the man himself.
I know. That's why I said "states with close margins in 2008 and 2010." 2008: Senate, House, Presidential. 2010: Senate and House. And not "the five closest" but "all close margins." If Nate's really consistently wrong about close statewide polling, that should show up.
But like I say, I'll go ahead and look it up myself.
Nate's increasing defensiveness seems to betray some uncertainty. Otherwise, why not just sit back and bask in the glory of being right on Tuesday?
Beyond that, Nate knows damn well that a lot of those "19 out of 20 swing-state polls" were churned out by Dem-leaning pollsters simply for narrative purposes.
/thought about including a couple of quotes, but really, you should read the thing in situ.
Colorado
Alaska
Nevada
Illinois
Pennsylvania
Washington
Wisconsin
Nate got 4 of those 7 right.
You'll struggle to find more than five or six close margins in the 37 2010 U.S. Senate races. Nate went 2-for-5 or 3-for-6 in the closest 2010 Senate races, and he underestimated the GOP's gains in the House by over 20 percent.
If others want to trust Nate's model 100 percent, that's up to them, but after Nate's record in 2010, I'm not willing to trust Nate's opinion that a 2-point Obama lead in Ohio makes him an ~85 percent favorite to win the entire presidential election.
Hehe. That's pretty funny.
People write articles that attack him personally, and when he defends himself and the numbers, he's "defensive" and "uncertain"?
Come on.
Yes, and that because the vast majority of House districts are unpolled there is a great deal more uncertainty in forecasting the House as compared to Senate races and especially the Presidency.
You counted Illinois twice, while Washington and Wisconsin were 5-point margins.
I don't think he does, though. I suspect the inability to marshal facts isn't something that can be turned on and off at will.
It does also seem to be the case that those who can't believe Romney is likely to lose are imagining some other scenario, where in fact it's Teddy Roosevelt (or someone) running on the GOP ticket, instead of the most plainly unqualified candidate in memory.
People write articles that attack him personally, and when he defends himself and the numbers, he's "defensive" and "uncertain"?
Come on.
Reminds me of the whole Barry Bonds saga/steroid saga. He defends himself too vigorously, he isn't defending himself enough, if they're lying why isn't he suing, Clemens sued-that doesn't mean anything, so on and so on. People create will make anything fit the narrative they want to tell or believe.
So we're back to the "faulty polling data" defense?
Nate's a genius if he's right, and it's someone else's fault if he's wrong. Great work if you can get it.
Please explain the math or logic in which a 96 percent LV poll is representative of an electorate with ~72 percent actual turnout.
Both of those were closer than Harry Reid's 5.7 margin of victory over Sharron Angle. On a related note, what would have been the reaction if, say, Elizabeth Warren threatened to start killing politicians if she wasn't elected the way Angle did?
Which Nate got wrong by ~8 points. (He had Angle +3.)
Probably much more muted than with Angle. Warren would only be using a bow and arrow.
Now then the next step is to look at how far off he was in each prediction and compare that to how many polls he had to make those predictions and then compare all that work to what he is doing with the Presidential election. I would think the MoE of for midterm senatorial elections is greater than for Presidential elections. His senate predictions had a lot more Silver variables cooked into the numbers than his Presidential election numbers do the week before the election.
Was Illinois so close it counts twice?
I saw the mistake and changed it already.
I know little about statistics or polling, but I'm going to say because if actual turnout is around 72%, the "likely voter" figure is 96% of that amount. I'll assume I've screwed it up, so someone just let me know how.
"That's the Chicago way!"
/Sean Connery
If that's the case, shouldn't Nate's model account for that? He shouldn't have the same probability of a candidate winning with a +2 in a thinly polled Senate race that he would a presidential candidate with a persistant +2 across a large number of polls the week before election.
Giving Nate credit for being right on 30 Senate races that any political neophyte could have predicted is little more than stats-padding. All that really matters is Nate's track record in the closest elections.
You assumed correctly.
(Sorry, Lassus, couldn't resist.)
If actual turnout is 72 percent, then a poll with a good LV screen should identify only about 72 percent of RV respondents as LV. Otherwise, you'll be over-counting LV relative to the electorate, which means the results are probably skewed one way or the other (unless non-respondents split exactly according to party ID, which is unlikely).
Did Dick Morris get them all right?
Dick Morris is a pundit/storyteller. He's not giving odds to four decimal places.
The number polled should definitely affect the estimates. I can't imagine it's not 'baked in' to the number when Silver says there is a 83.17% likelihood of Obama winning. That figure is a combination of polling results and uncertainty due to sample size.
Hey, if the election goes to Congress and the House selects Romney for Prez, can it pick anyone for Veep? Like, say, Obama? Granted, his office would be a few miles down the road from the White House, but it's not a terrible 'just in case' strategy for a Dem Senate.
Okay, I'm getting goofy.
Okay, here's what I have. I decided a "close race" was anything that ended up within 4%, which gave me these results:
2008 Presidential Race: five "close races"; 528 was 4-1. (1)
2008 Senate Race: four "close races"; 528 was 4-0 (2)
2010 Senate Race: four "close races"; 528 was 2-2 (3)
(1) Correct on Florida, Missouri, Montana, and North Carolina; wrong on Indiana (predicted R; it went D)
(2) Correct on Alaska, Georgia, Minnesota, and Oregon
(3) Correct on Illinois and Pennsylvania; wrong on Colorado and Alaska
If you accept that the closest races are the hardest to call, I think 10-3 is a pretty good record.
I would also like to apologize to Joe and withdraw my accusation of cherry-picking the data. His "five closest races" is actually nicer to Nate than my metric, which omits a race Nate got right. Also, looking this up was a pain, so any sensible person would have avoided doing it.
(Disclaimer: It's possible I got something wrong. If so, I promise it was an accident.)
I believed he tried to adjust for that and in 3 close races he got it wrong with one of the times happening because the polling was seriously flawed. After the election he studied his numbers and has tried to improve upon them. We'll see if it works or not.
I know little about statistics or polling, but I'm going to say because if actual turnout is around 72%, the "likely voter" figure is 96% of that amount. I'll assume I've screwed it up, so someone just let me know how.
This whole thing is nothing but troll stupidity. Joe is either pretending he doen't understand how polls work or is genuinely stupid when it comes to polls. Joe thinks that every single person that gets contacted is part of the poll. He doesn't understand that the only people that get counted in the poll are people who actually take the poll and that at this point in the game the only people taking part in polls are people very much likely to vote.
If a polling agency calls me and I don't pick up the phone my not picking up the phone isn't counted as part of the polling group. If I pick up the phone and they ask me to take part in a poll and I say no, again I am not counted as part of the poll. Joe does not understand that or is pretending to not understand that. You go back and look at all the polls that are done by phone and you'll see that almost all if not all of the polls have a higher LV% than actually what happens and that as we get closer to the election the LV% increases. Not taking the poll is part of the screening process. Is it perfect? Of course not but not for the reasons that Joe is trying to use.
Polling only people who are actually going to vote doesn't skew a thing. That is just plain old stupidity or trolling at its finest.
The only issue I have with this is that the criteria for selection should be a race that was predicted to be within 4 points and not the other way around.
Michael Barone, October 29, 2008, six days before the election, accompanied by Chet Baker:
Okay, I'm getting goofy.
Biden could remain as VP in an electoral tie and could become President in a house deadlock.
McCoy, I know Biden could, but was curious as to whether the Senate had only the choice between Biden and Ryan. I can't find specific info on that.
It's funny how things work around here. If a poll shows a D+8 advantage in 2012, an even higher Dem advantage than 2008, we're told that the poll result is representative of the electorate, and anyone who questions it is a "poll truther." But now, we're told that a poll that shows 96 percent of RV to be LV is not representative but it's somehow still accurate. Or something.
In McCoy's fantasyland, non-voting RV don't answer the phone for 180 days prior to an election. Comical.
2008 Senate Race: four "close races"; 528 was 4-0 (2)
2010 Senate Race: four "close races"; 528 was 2-2 (3)
(Disclaimer: It's possible I got something wrong. If so, I promise it was an accident.)
(smile)
They can only choose from the two candidates with the highest electoral votes. It is in the 12th amendment.
I added it later but if the House deadlocks Biden would become the President.
If there's a tie, the incoming House chooses between the top three electoral vote recipients for President, each state gets one vote. The incoming Senate chooses between the top two electoral vote recipients for Vice President. The sitting Vice President breaks a tie in the Senate. If the House cannot choose a President, the choice of the Senate becomes President.
If a faithless elector casts a ballot for someone other than Obama or Romney, the House can choose that person. If there are 135 faithless electors who cast a ballot for someone other than Biden or Ryan for Vice President, the Senate can choose that person.
I don't see anything in #1161 that was laughably wrong. That last paragraph is hardly a prediction of a McCain win.
I'm not the biggest fan of political pundits, and I'll be in favor of a wholesale purge of the current crop if Romney wins, but it's hard to name many people who might know more about U.S. politics — or have been right more often — than Michael Barone.
I agree! But I couldn't find that, and I could find the actual results.
Curses!
[red face]
Thanks, gents.
That first part is indisputable, but the second part is an unsubstantiated assertion, unless you can show evidence to back it up.
No way the House deadlocks. The Rs control a comfortable majority of the states and are likely to keep that.
I didn't say it was going to happen just explaining what would happen if the House deadlocks and time runs out.
This is unclear and a very interesting issue. Better view is probably that sitting VP can break a tie by voting for himself. One of those issues where the Constitution's language can lead to a situation where it conflicts with basic ideas of fairness.
Of course not. He's not using any numbers at all for his process (except for his secret polls), so I don't expect him to show them in his predictions.
However, if you had to choose one prediction, Dick Morris' or Nate Silver's, which would you feel more confident backing?
Ron Paul 2012! (I'm not a Ron Paul supporter, but this would be either bloody hilarious or tragic or both.)
A majority of all Senators. It is believed based on the wording that a VP could not break the tie. It is also possible for the Republicans in the Senate to filibuster the vote for VP.
At this point, you should base your arguments on something other than polls. You're like someone saying that we shouldn't use stats to determine who the best players in the league are, and then you go around citing batting average and RBI.
Either the polls are systemically and widely incorrect, or Romney is losing. Snapper is showing a decent way to argue as if you just believe the polls are all wrong.
A close senate race is by definition a 50-50 proposition. So Nates expectation should be to miss 2-3/5 or 3-4/7.
If he got 7/7 he would have just have been lucky.
Of course the OPPOSITE is true for the Ec. It's not a Coin flip because Romney needs several states, not just Virginia
It's also possible that the raw data is good, but that it's being misconstrued by various pollsters (perhaps they're not accounting sufficiently for the tendencies of cell phone users, for example). A good agregator can draw better conclusions from unclear, raw data than a poor agregator.
Heehee. Not Dick Morris?
Unless by 'right more often' he meant something else entirely...
I explained this to Joe (and McCoy) several pages ago, but he's still repeating this nonsense. A polling firm found (in one poll) that 96% of people who say they are registered to vote are likely to vote. While it's true that only ~72% of people who are actually registered to vote actually vote, the correct comparison is to the percent of people who say they are registered to vote who actually vote.
Since ~90% of people who say they are registered to vote actually voted in 2008, the pollster's likely voter screen appears to be reasonable. The likely explanation is that some people don't realize they're registered to vote, and the people who do realize they're registered are much more likely to actually vote than those who are registered but don't realize it.
Yes, if by "systematically and widely," you mean "in Ohio and maybe 1-2 other states."
***
So you'd expect Nate to be wrong in about ~50 percent of toss-up Senate races, but you're expecting him to bat a thousand in close state races in the Electoral College?
Yes, only likely voters answer the phone for 90 to 180 days before elections. We can call this the Watson Rule.
This logic was incorrect yesterday and it remains incorrect today.
In the Gallup poll on which you're relying, over 40,000,000 registered voters — 40,000,000 voters — went missing. Unless you believe those 40,000,000 non-respondents broke down exactly according to party lines, an LV screen that pretends these 40,000,000 voters don't exist will be heavily skewed toward whichever party's voters are most likely to respond to the poll.
Beyond that, explaining away these 40,000,000 registered voters by surmising they're "registered but don't realize it" is a huge leap that's unsupported by any evidence. Are you seriously claiming that almost a quarter of the American electorate is unaware they're registered to vote?
I did know RCP was right-leaning. Which to me is a feature, not a bug, since Nate is obviously left-leaning. The bias does not materially impact the end results of either, because both sites end up with the same results in every state except Virginia (and there it's only a tenth of a percentage point).
Snapper is making rational and coherent arguments, I think he's wrong, but he is being coherent. Someone else here is not- and has shown no ability and/or interest in being rational or coherent.
Anyway, looking at Colorado and Nevada 2010 is interesting- so Nate got them wrong- why?
First thing I notice looking at the polls listed on Wiki - neither eventual winner won a poll within 3-4 weeks of the election- second thing I notice going to Silver's site- both eventual winners did in fact win some polls near the end - even Reid- he was winning the RV polls- in both states there seems to have been a wider spread than usual between RV and LV results- my guess is that the LV screens were a tad too aggressive...
Of course those criticizing Silver are not actually interested in WHY Silver got something wrong- they solely want to point out that Silver missed some states in the past as a jumping off point for their argument that he's wrong NOW. Of course if they look under the hood and see that, aha big split between LV and RC means maybe you should regress a bit towards LV- well that is most definitely not something the Amti-Nates want to even contemplate.
**ring**ring**
Citizen: Hello?
Pollster: Hi, we're conducting a poll for....
Citizen: *click*
Personally, I think that probably happens quite a bit, and furthermore, the person more likely actually take the poll is the person who is probably actually interested in voting, what someone may call a "likely voter".
Oh when they started in 2000 they were very openly partisan- they've put a damper on their own rhetoric- but there is a definite rightward lean to the articles and columns they link to on their blog page- not as bad as Drudge (or Fox)-
but no they do not include as many polls as 538- and 538 does not include as many as Pollster
If he got 7/7 he would have just have been lucky.
Of course the OPPOSITE is true for the Ec. It's not a Coin flip because Romney needs several states, not just Virginia
The only issue with that is that in the three races he got wrong he put the odds of winning each of those elections at higher than 60% so Nate wasn't saying it was a coin toss in those states.
But people don't really rise to the status of jellybeans. It's even worse than that. Don't even need 1000 jellybean people. One is information overload. Just Billy Bob. Don't even need to ask about the election. One properly analyzed Billy Bob fart could decide any election held anywhere ever.
This election is over. Finished. Done. Kaput. My dog has a better chance than Romney. That is equal to the odds of turning around a 100 mile long aircraft carrier mired in a 2 inch deep, 2 inch wide dry drainage ditch.
It's not a Gallup poll. It's census data from the Current Population Survey.
I'm saying that the census found that a lot of people didn't realize they were registered to vote, and that's roughly what the census has found each of the past four elections (see Table 1). It's not an outlier result.
Wait, this is his reason for thinking LV screens are wrong? Holy christ, that is either sheer stupidity or just big time trolling.
Again, polling centers call a bunch of people but only about 8% of them actually take the poll. People who take the poll are more inclined to vote than people who do not take the poll thus as we get closer to the election the % of LV gets higher and higher.
LOL. The idea that only likely voters answer the phone for the 90 or 180 days preceding an election is comical. Any registered voter who answers the phone and declines to participate would count as a data point, but some of these polls are claiming more than 96 RVs in 100 are agreeing to participate and, thus, are LVs. It's nonsense.
No his reason for thinking LV screens are wrong starts and ends with the fact that his candidate appears to be losing.
We might as well just shorten that to "Mr. Obama".
In other news, a man sued his wife for delivering an ugly baby.
He won.
.
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