Forecasting the Senate

 

Wednesday night, Nate Silver’s FiveThirtyEight released their much anticipated Senate model, forecasting the results of November’s election. According to Nate Silver, it’s basically the same thing as the House model, except it looks at Senate seats.

As with the House model, there are three versions: Lite, Classic, and Deluxe (represented on their website with burger icons). The Lite version is just based on polling. The Classic adds “fundamentals” (historical trends, fundraising, etc.), and the Deluxe adds expert ratings. (The three levels matter more in the Congressional model where there are fewer polls for individual districts.)

So how does it look? Like this:

As of this writing, the Democrats have a 32.6% chance of gaining control of the Senate, or 1 in 3. What’s there is the Classic version of the model. The Lite, which uses just polls, shows a 28.7% chance of Democrats gaining control, the Deluxe shows a 32.4% chance.

It was always going to be difficult for Democrats to gain control of the Senate in 2018. That’s simply a function of the staggering of Senate classes. Fewer Republican Senators are up for reelections this year.

However, if there is a blue wave this year, things could be different. There’s no standard definition of a wave (and I declined to define one in my last post on the subject), but you know one when you see it, because close races tend to tip one way. So FiveThirtyEight identifies two toss-ups (ND and FL) and two that lean Republican (TX and TN). If all four of them tip the same way, or three of them, that’s a wave, and the Democrats will gain control of the Senate.

By the way, the current FiveThirtyEight forecast for the House looks like this:

As of this writing, the Democrats have an 83.3% chance of gaining control of the House, or 5 in 6. That, again, is the classic model. The Lite and Deluxe models show that percentage to be 73.7 and 78.5 percent, respectively.

For what it’s worth, that’s up from last Thursday when the same model showed a 77.4% chance of Democrats taking control of the House.

If we’re looking at the Real Clear Politics generic House ballot as compared to a week ago, it’s about the same. Last Thursday it showed D +8.6, it’s currently D +8.2.

There’s also been a lot of noise in press reports this week about declining presidential approval ratings. That may or may not be the case, but it hasn’t shown up in the RCP average, which is at -13 points, which sounds bad (and it is), but that’s only down a tenth of a point from last week.

Addendum

Once again, here are a few responses to common objections:

Yeah, yeah, but all the polls said Trump wouldn’t win either.

It doesn’t apply to every pollster. FiveThirtyEight still has their 2016 election page up. You can see it here. They gave Trump a 28.6% chance of winning. Not zero percent, not 10%, 28.6. What they’ll tell you is that they took crap from people before election day for having it that high, but it was what their model predicted.

All these polls are biased against Republicans.

Not all pollsters are created equal. There are polling outfits that lean toward Democrats and there are some that lean towards Republicans. But the incentive structure in polling favors accuracy. If you’re interested in the quality of pollsters, their predictive values, and how they lean, FiveThirtyEight keeps a list of pollster ratings.

Isn’t it interesting that it swung from D+4 to D+11 in one poll!

That’s why we look at the rolling average. An individual poll is going to vary. The rolling average smooths that out. Actually, if a firm publishes a poll with a swing like that, or aberrant results that seen to run contrary to other trends, it shows they’re doing good work, because they’re not modifying their methodology or monkeying with the poll to make the results fit better.

This poll is imperfect because of X! I disagree with its methodology.

All polls are imperfect. That’s why we take an average and look at it over time. That mitigates the imperfections of individual polls.

All polling is all broken.

It’s really not though. When it’s done well and used in the correct way, it’s actually a very useful tool. Even in 2016, well-done polls were pretty accurate.

Published in Elections
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  1. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    Duplicate comment

    • #31
  2. blood thirsty neocon Inactive
    blood thirsty neocon
    @bloodthirstyneocon

    blood thirsty neocon (View Comment):

    HeavyWater (View Comment):

    blood thirsty neocon (View Comment):

    Fred Cole:

    Yeah, yeah, but all the polls said Trump wouldn’t win either.

    It doesn’t apply to every pollster. FiveThirtyEight still has their 2016 election page up. You can see it here. They gave Trump a 28.6% chance of winning. Not zero percent, not 10%, 28.6. What they’ll tell you is that they took crap from people before election day for having it that high, but it was what their model predicted.

    I guess you could call this a response, but it sure isn’t a convincing argument that the models will behave this time.

    It’s like if you accuse me of being a Trump sycophant, all I have to say is “Some Trump supporters say I’m not pro-Trump enough. I should support him even if he shot someone on 5th Avenue.”

    Okay, so FiveThirtyEight was less anti-Trump than the most anti-Trump elites on Twitter. So that excuses them from doing their job poorly? Sorry, that’s a stupid argument.

    If you want to say that all of the election forecasting models are lousy, maybe you’re right.

    But among those election forecasting models where the output is available to the public prior to election day, it looks like Nate Silver has the best one.

    When someone says, “I knew that Trump would win,” my response would be to tell that person to develop an election model for this November’s elections, put it on the web and after the election is over we’ll compare your forecast with Nate Silver’s.

    It takes no talent at all to say, after the election is over, “I knew that!”

    Current line:  D + 2.4

    Okay, I’m working on it. Here’s what I have so far:

    1. Take my current bank balance
    2. Subtract my bank balance one year ago.
    3. Divide the difference by my bank balance one year ago.
    4. Throw darts at a picture of Justin Trudeau (because it helps me focus)
    5. Subtract Trump’s current daily rate of crazy tweets.
    6. Multiply that number by 100. That’s the true Republican polling (dis)advantage.
    • #32
  3. milkchaser Member
    milkchaser
    @milkchaser

    Gary Robbins (View Comment):

    I spoke to my CPA today. He is a Registered Republican, but he is planning on voting for Democrats this year to send a message.

    My plan is to not go as far. I am planning to vote with my party for the Senate and Governor’s races, but not for the House, as the Democrats need to control one of the houses of congress.

    Please tell me you’re kidding. You’re voting to put in charge the people who created the Porkulus, Frank-Dodd and Obamacare? Really? 

    What message are you trying to send? That if Republicans don’t cut spending you’re going to vote in those who spend even more?

    • #33
  4. milkchaser Member
    milkchaser
    @milkchaser

    D.A. Venters (View Comment):
    Despite this, they even try to pin the odds down to a tenth of a percent, as if there is some difference between saying the Dems have a 32.4% chance versus a 32.6%. Really, there’s no difference in saying they have a 40% chance or a 28% chance. You are being just as precise, and just as informative, if you simply say “the Democrats might take the Senate but probably won’t.”

    Reminds me of a joke Russ Roberts is fond of telling:

    “I believe that economists put decimal points in their forecasts to show they have a sense of humor. ”
    — William Gilmore Simms

    • #34
  5. Henry Racette Member
    Henry Racette
    @HenryRacette

    milkchaser (View Comment):

    Gary Robbins (View Comment):

    I spoke to my CPA today. He is a Registered Republican, but he is planning on voting for Democrats this year to send a message.

    My plan is to not go as far. I am planning to vote with my party for the Senate and Governor’s races, but not for the House, as the Democrats need to control one of the houses of congress.

    Please tell me you’re kidding. You’re voting to put in charge the people who created the Porkulus, Frank-Dodd and Obamacare? Really?

    What message are you trying to send? That if Republicans don’t cut spending you’re going to vote in those who spend even more?

    That’s a fair question. Let me phrase it in a neutral way:

    Gary, can you explain, briefly, what specific benefits AND costs you see to a Democrat-controlled House? I’d like to understand your reasoning. 

    • #35
  6. Don Tillman Member
    Don Tillman
    @DonTillman

    Gary Robbins (View Comment):

    Actually, before the last election, Nate Silver was the most accurate. While other analysts gave Trump only a 1 or 2% chance, Nate Silver gave him about a 25-30% chance.

    The USC / LA Times poll was pretty accurate, Trump 46.8% over Hillary 43.6% chance.  Here is what that looked like over the campaign season:

    Nate Silver admitted in a later 538 podcast episode that he didn’t want to give Hillary an 80% or greater chance because it would make his data appear less credible.  Heh-heh.

    Nate Silver was not only wildly inaccurate, he made sure that Trump was never above Hillary at any point over the course of the campaign.  Here are Nate Silver’s numbers over the campaign season:

    • #36
  7. HeavyWater Inactive
    HeavyWater
    @HeavyWater

    Don Tillman (View Comment):

    Nate Silver admitted in a later 538 podcast episode that he didn’t want to give Hillary an 80% or greater chance because it would make his data appear less credible. Heh-heh.

    Do you have a link to that 538 podcast episode that you are referring to?  I listened to Silver’s podcasts back then and I don’t remember him saying that he simply rigged his election model.

    Silver explained that he considered the possibility that all of the polls could be wrong in the same direction, that they could all underestimate support for one candidate or another and that was why his election model gave Trump a higher percentage chance for victory than the other election models.

    As for that USC / LA Times data you showed, do they have an election forecast for this November’s congressional elections?

    • #37
  8. Don Tillman Member
    Don Tillman
    @DonTillman

    HeavyWater (View Comment):

    Don Tillman (View Comment):

    Nate Silver admitted in a later 538 podcast episode that he didn’t want to give Hillary an 80% or greater chance because it would make his data appear less credible. Heh-heh.

    Do you have a link to that 538 podcast episode that you are referring to?

    I’m pretty sure it was the election post-mortem podcast.  (Was there more than one of those?)  It was very funny.

    Silver explained that he considered the possibility that all of the polls could be wrong in the same direction, that they could all underestimate support for one candidate or another and that was why his election model gave Trump a higher percentage chance for victory than the other election models.

    Well, considering that the Stanford poll gave Hillary a 99% chance of winning, that’s not saying much.

    As for that USC / LA Times data you showed, do they have an election forecast for this November’s congressional elections?

    ‘Don’t know.

    • #38
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