The Road to the 2012 U.S. National Elections

The Public’s Interest

Average # of Viewers

(Millions)

2012 Florida GOP Debate O’Reilly Fox News Rachel Maddow American Idol Dancing with the Stars 2 Broke Girls 5.4

3.6 2.7

0.4

29.3

18.4

19.2

Source: Nielsen Media Research. GOP Data: http://www.nytimes.com/2011/10/17/business/media/republican-debates-are-a-hot-ticket-on-tv.html?pagewanted=all,

The Republican Nomination Contest

Iowa Caucus New Hampshire Primary South Carolina Primary Florida Primary Nevada Caucus Minnesota Caucus* Colorado Caucus Missouri Primary Maine Caucus* 6.5 % 31.1

17.6

12.8

1.9

1.2

1.8

7.4

.5

Normal People

Uninformed, Confused, Ambivalent (Busy)  Not Extreme, Pragmatic, Not Ideological

Political Overreach

• Lyndon Johnson 1964-1966-1968 • Jimmy Carter 1976-1980 • Bill Clinton 1992-94 • Newt Gingrich 1994-96 • George W. Bush 2004-2006-2008 • Barack Obama 2008-2010-?

George W. Bush

“I earned capital in the campaign, political capital, and now I intend to spend it.” (2004) “On social security, I may have misread the electoral mandate …” (2010)

“… generations from now, we will be able to look back and tell our children … that this was the moment when we began to provide care for the sick and good jobs for the jobless; this was the moment when the rise of the oceans began to slow and our planet began to heal.” Barack Obama, June 4, 2008

Ray Fair Model

V O T E

70 68 66 64 62 60 58 56 54 52 VOTE: Republican share of two-party presidential vote in election VOTE with X GOODNEWS Quarters 2 3 4 5 6 7 8 9 10 11 12 13 14 15

GOODNEWS

GOODNEWS: Number of quarters of an administration in which the growth rate of real per capita GDP is greater than 3.2 percent at annual rate

The vote equation for 2012 is then:

VOTE = C + .B*GROWTH - .B*INFLATION + B*GOODNEWS

Obama as Divider

Average R approval Average D approval Gap Obama year 2 13 percent 83 percent 70% Obama Year 3 12 percent 84 percent 72% Democrats will vote Obama Republicans will vote Romney Independents will decide who wins presidency

National PID

1940 1950 1960 1970 Year 1980 1990 2000 2010

Party Identification

Percent of Independents and True Independents

1950 1960 1970 Year 1980 1990 2000

Gallup Most Important Problem

(June 2012)

Economy (General) Unemployment Government Federal Budget Deficit Healthcare Lack of money Ethical / Moral decline Education 31 % 25 12 11 6 5 4 4

Is economy getting better

How is the economy:depends on who you ask

October 1,2012

"Mitt Romney was seen as better able to handle the economy, taxes, and the budget deficit among the debate audience, but it seems that issues were trumped, or at least blunted, by intangibles, including the expectations game," says CNN Polling Director Keating Holland.

April 15

Pre –post debate shift

AK-3 Strategy & the 2008 Electoral College OR-7 CA-54 WA-11 NV-4 ID-4 UT-5 2008: Obama 365, McCain 173 MT-3 WY-3 CO-8 NH-4 VT-3 ME-4 ND-3 MA-12 SD-3 NE-5 KS-6 MN-10 OK-8 WI -11 MI-18 NY-33 PA-23 IA-7 MO-11 IL-22 IN-12 OH-21 WV-5 VA-13 KY-8 NJ-15 NC-14 TN-11 AR-6 SC-8 DE-3 MD-10 DC-3 RI-4 CT-8 AZ-8 NM-5 GA-13 MS-7 AL-9 LA-9 TX-32 HI-4 Obama McCain FL-25

Changed Electorate 08-2012

Minority voters (80% Obama) UP 3% from 2008 White working class (41% Obama) DOWN from 2008 by 3% Examples: Nevada minority vote UP 9% from 08 While white working class is DOWN 5% Wisconsin : minorities UP 3% white working class DOWN 7%

Strategy & the 2012 Electoral College

The battleground states for 2012

OR-7 CA-55

3

NV ID-4 UT-5 AZ

-4

MT

-4

WY-3

5 6

NM CO

3

ND-3 NE-5 KS-6 OK-7 MN-10 WI

4

NY-31 IA

6

MO-11

-2

AR-6 IL-21 IN

-2

TN-11 OH

7 8

PA WV-5 VA

2

NC

-5

SC-8 NH-

8

MS-6 AL-9 GA-15 LA-9 TX-34

--

FL

Congressional Elections

The end

The end

Betting pools House

Betting pools Senate

The End Thank You

AK-3 Best Hopes for Changes from 2008-2012 Wash 11 OR-7 ID-4 MT-3 WY-3 CA-55 NV-6 UT-5 CO-9 HI-4 AZ-10 NM-5 NH-4 VT-3 ME-4 ND-3 MA-12 SD-3 NE-5 KS-6 MN-10 OK-7 RI-4 WI -10 NY-31 MI-17 IA-6 MO-10 PA-20 IL-21 IN-11 OH-18 WV VA-13 KY-8 NC-15 NJ-15 TN-11 DC-3 CT-7 DE-3 MD-10 AR-6 SC-8 MS-6 AL-9 GA-15 LA-9 TX-38 FL-29

AK-3 Electoral College 2008 Wash 11 OR-7 ID-4 MT-3 WY-3 CA-55 NV-5 UT-5 CO-9 HI-4 AZ-10 NM-5 NH-4 VT-3 ME-4 ND-3 MA-12 SD-3 NE-5 KS-6 MN-10 OK-7 RI-4 WI -10 NY-31 MI-17 IA-7 MO-11 PA-21 IL-21 IN-11 OH-20 WV VA-13 KY-8 NC-15 NJ-15 TN-11 DC-3 CT-7 DE-3 MD-10 AR-6 SC-8 MS-6 AL-9 GA-15 LA-9 TX-34 FL-27

• • • • • • • • • • • I was just going over the primary rules and polls today, and I noticed >> that Romney has a huge advantage in the Winner Take All primaries >> (Arizona, California, Florida, New Jersey, Utah). They account for >> 375 delegates, and he leads (or has won) in almost all of these WTA >> states. If he stays up in the polls in those states (as he currently >> is) it will be very hard for Santorum to catch Romney in delegates, >> even if Santorum wins a larger share of the vote in the primaries.

>> What are the chances that Santorum beats Romney in California?

>> >> In this respect, the GOP primaries resemble the Gary Hart v. Walter >> Mondale contest.

WAR WAR