Guilty of dismal fundraising, NRCC spent whatever money it had well

November 21, 2008

Oklahoma Rep. Tom Cole briefly flirted with another stint as NRCC Chairman but decided not to oppose the candidacy of Texas Rep. Pete Sessions. The GOP’s campaign committee will thus start the 2010 battle with new leadership, eager to recover after two disastrous cycles that saw Democrats pick up more than 50 seats.

To mark the end of Cole’s rule, it seems appropriate to take a look back at the past two years - recruitment, fundraising, expenditures - and pinpoint a few areas Sessions will have to improve.

What is particularly depressing for the GOP is that its recruitment was not that terrible. For one, the NRCC had managed to recruit a number of top challengers to freshmen incumbents: Jim Sullivan in CT-02, Dean Adler in CA-11 or Tom Bee in AZ-08 were all highly touted early in the cycle. Lou Barletta in PA-11, Melissa Hart in PA-04, Mike Sodrel in IN-09, Anne Northup in KY-03 and Jeb Bradley in NH-01 were also huge threats. The NRCC similarly fielded unexpectedly strong contenders in many GOP-held open seats (Darren White in NM-01, for instance).

Needless to say, all the candidates on this list lost on November 4th; some of them had even completely disappeared from our radar screen - quite a stunning development given their early high-profile. Given the pro-Democratic political environment, however, non-incumbent Republicans had practically no hope of victory - and we all treated them as such.

The NRCC’s huge problem, of course, was its dismal fundraising performance that left the committee in an extremely precarious financial position. This forced the NRCC to pull the plug on some of its top challengers and then make even more painful decisions as to which incumbents it should abandon. It will not be easy for Sessions to do a better job: It is extremely unlikely that Republicans will regain control of the House in 2010, which means that lobbyists and donors are likely to keep filling Democratic coffers. This should guarantee that the DCCC enjoys yet another cycle of financial dominance.

Within this context of budgetary restrictions, it is worth taking a look at the NRCC’s fall expenditures to test whether Cole’s team made the right set of choices with whatever little money they had in hand.

The snubbed districts: First of all, here is the list of high-profile districts in which the NRCC invested nothing: AZ-03, CT-04, CA-04, IL-10, IN-09, KY-03, MD-01, MI-09, NC-08, NM-01, NM-02, OH-16, OR-05, PA-04. It is worth adding CO-04 to the list, as the NRCC pulled the plug on Rep. Musgrave two weeks before the election.

Some of these reflect very good calls on the NRCC’s part, particularly in AZ-03. Democrats made a lot of noise about that race, and the DCCC poured in about $2 million; yet, the NRCC did not take the bait and Rep. Shadegg prevailed by double-digits. Similarly, the NRCC was right to estimate that Reps. Knollenberg, Hayes and Musgrave as well as open seat candidates in NM-01, NM-02 and OH-16 were in particularly bad shape. Democrats picked-up all of these seats, and none of them were close. Finally, good for the NRCC to not delude itself into thinking that it could defeat Democratic incumbents in KY-03, IN-09 and PA-04.

However, the GOP’s refusal to fund McClintock in CA-04 and Harris in MD-01 was most definitely a mistake. Harris lost by 1% and McClintock’s race is still undecided. Both districts are heavily conservative, so there was no possible blow back for national Republicans getting involved (unlike, say, in CT-04).

Defensible investments: As for the races they did fund, the NRCC’s decisions are a mix between golden investments and wasted money. While the GOP lost AL-02, AL-05, FL-08, FL-25, ID-01, MI-07, NH-01, NJ-03, NY-29, OH-01, PA-03, PA-11, VA-02 and WI-08, for instance, it seems hard to argue with the NRCC’s determination to defend these seats, all of which ended up being relatively close. The NRCC should however be faulted for not having invested more in some of them (ID-01 and VA-02, in particular). In some of these districts, the GOP invested significant sums (more than $1 million each in MI-07 and OH-01, for instance) but the DCCC simply had enough money to always outspend its counterpart.

Similarly, the NRCC’s decision to heavily defend KY-02, MN-03, MO-09, NE-02, NJ-07 and WY-AL were an important factor in huge Election Day saves - and the committee’s investments in KS-02, LA-06 and TX-22 (more than $1 million in the latter) helped Republican challengers scored pick-ups. (The NRCC should have been a bit more aggressive in Kansas, even though Lynn Jenkins did end up winning.)

Mistakes: All in all, there were few obvious mistakes in the GOP’s investments - except the largely unnecessary $600,000 spent in MO-06, the decision to go after Rep. Murtha with half-a-million dollars at the last minute and the committee’s determination to help Rep. Porter in NV-03. Another small mistake was CO-04: Even though they did end up abandoning Rep. Musgrave, they first spent nearly $900,000 on a seat that leaned towards a Democratic pick-up early in the fall - but perhaps not enough to justify an NRCC snub in a what is still a conservative district.

The NRCC is guilty of a number of other miscalls, but it is hard to blame them given that the DCCC also miscalculated in the same same districts. Perhaps the biggest such mistake occurred in NY-24, where Democratic incumbent Arcuri won an extremely tight race in a district absolutely no one was paying attention to.

The second biggest mistake was FL-21, a GOP-held district everyone thought was highly competitive and in which the NRCC spent more than $1.5 million. Rep. Diaz-Balart ended up winning by 16% - but the DCCC had invested considerable sums as well, as both parties believed that Diaz-Balart was endangered. Similarly, the GOP spent more than $300,000 defending IN-03 and more than $600,000 in NY-26. Neither race was tight on Election Night; yet, the DCCC wasted much more money on those two districts so the mistake here belongs to Democrats.

Finally, the NRCC rushed into VA-05 much too late, spending more $140,000 at the last minute to save Rep. Goode (the race has not been called yet, but it appears that Goode will go down by a few hundred votes); few people saw Perriello has a big threat to Goode - and the DCCC’s expenditures suggest they had not either. Provided he remains in the lead, that makes Perriello’s into this cycle’s Shea-Porter and Loebsack.


NRCC’s new expenditures boost defense, play some offense

October 30, 2008

As expected, the NRCC posted most of their expenditures after the first round of spending I documented yesterday morning, and their decisions on where to spend money over the final week offers us a wealth of information on which districts Republicans thinks are still winnable, which they are resigned to losing, and which they are feeling some confidence in. Meanwhile, new expenditures posted by the DCCC confirm Democratic determination to expand the map.

First, Democrats are not giving up and Republicans are not feeling overconfident in two of the most endangered Dem-held seats: TX-22 and PA-11. Both are rated lean take-over in my latest ratings, but both parties are heavily investing. The NRCC poured more than $700,000 against Rep. Nick Lampson in Texas (bringing its total to more than $1 million) and more than $270,000 against Rep. Paul Kanjorski in Pennsylvania. Both districts have appeared to be gone for months now, so it is somewhat puzzling that the DCCC has not abandoned these incumbents; it just spent $600,000 in Texas (for a total of $1 million) and more than $200,000 in Pennsylvania (for a total of $2.3 million).

The NRCC played offense in a few more districts, spending more than $300,000 in KS-02 and LA-06 and around $100,000 in AL-05 and WI-08. The rest was devoted to defense: $506,000 was just spent in WA-08 (bringing the total above $1 million), more than $400,000 in FL-25 and MI-07 (bringing the total in the latter to $1.5 million), more than $300,000 on in FL-08, NJ-07, OH-15, more than $200,000 in NY-29, MN-03 and OH-02, and more than $100,000 in AL-02, ID-01, NJ-03, PA-03 and VA-02. (Note that the NRCC had already reported six figure buys yesterday in WY-AL, NE-02, IN-03, MO-06 and MO-09).

A few notes about these districts: This is the NRCC’s first ad buy in FL-08, a seat that I recently moved to the lean take-over category - albeit the race remains highly competitive. The DCCC just released its first ad for the race yesterday, meaning that both committees are moving in Orlando for a last-minute push. Furthermore, it is fascinating to see which highly endangered open seats the NRCC is contesting and which it is not: OH-15, NJ-07 and NJ-03 at one point looked like they would be easily Democratic pick-ups, but the GOP candidates have proved resilient and the NRCC is providing some help; open seats candidates in OH-16 or NM-01 have been completely abandoned. As for Erik Paulsen, he can thank Michelle Bachmann for her anti-Americanism rant, as that led the NRCC to move resources out of MN-06 and into MN-03.

In fact, even more interesting than the seats in which the NRCC is spending are the seats in which they are not: Given the NRCC’s budgetary constraints, they cannot afford to spend on seats in which there isn’t a very clear and accessible path to victory. As had already been reported but not yet confirmed, the NRCC is spending no new money in CO-04, all but abandoning Rep. Musgrave; there also appear to be no new ads in NV-03 and NH-01, which is more of a surprise. The NRCC’s new buy in KY-02 is two thirds smaller than it was the previous week, which is probably more of a sign of confidence than of despair. And the NRCC has still spent no money whatsoever in a number of highly competitive seats: AZ-03, IL-10, IL-11, FL-24, MD-01, NC-08 or NM-01, for instance. (The DCCC has spent more than $1 million in each of these districts.)

Meanwhile, the DCCC’s latest spree lavishes resources on two top contenders - Darcy Burner gets more than half-a-million in WA-08 and Kathy Dahlkemper gets almost $400,000 (for a total of more than $2 million) in PA-03. But as noticeable are the DCCC’s expenditures in long-shot districts in which they only started investing last week: $350,000 goes to VA-02, almost $300,000 to VA-05, to WV-02 and to WY-AL. Smaller sums go to playing defense in OR-05 and PA-10.

Not all publicity is good publicity, however. A day after Elizabeth Dole provoked the type of firestorm that is very likely to backfire with her ad “accusing” Kay Hagan of atheism, Minnesota’s GOP is facing similar bad press over allegations that they darkened the skin of Democratic candidate and Indian-American Ashwin Madia (MN-03). Such charges are unlikely to cause much movement if they remain topics of discussion on blogs, but at least one TV station devoted a segment to this in their local news (watch video here), getting independent experts to confirm that images of Madia were in fact darkened. Paulsen’s campaign got in trouble earlier this fall for insisting that Madia did not “fit the demographics” of the district, in what serves as a reminder that the presidential race could have gotten far uglier. [Update: Politico's Reid Wilson is far more skeptical of Democratic complaints than that TV station.]

In MN-06, finally, the DCCC’s second ad hitting Michelle Bachmann once again makes no mention of the anti-Americanism controversy - nor does it need to, since the comments have already gotten wide play in the district. What Democrats now need to do is convince voters that Bachmann is extremist on substantive issues as well, and for the second ad in a row the DCCC is focusing on one issue: regulation.

In the other district in which an incumbent’s recent words have gravely endangered his reelection prospects, the NRCC has released a very hard hitting ad against Rep. Jack Murtha (PA-12), playing footage of his declaring that Western Pennsylvania is “racist” and “redneck” to make the case that Murtha does not “respect us:”

Murtha and Bachmann’s races both appear to have turned into highly competitive seats over the past two weeks. Will they balance themselves out on Election Day? Given his seniority and the fact that he is a very entrenched incumbent, Murtha is far more likely to survive than his opponent - though he certainly is not helping himself.


Poll watch: Obama dominates in Colorado, varying fortunes for GOP incumbents in long-shot districts

October 25, 2008

Another day, and another round of polls show no sign of tightening. In fact, there is nothing in today’s release for McCain supporters to grasp as a potential sign of hope. In the national polls, it is Newsweek’s turn to find Obama leading by double-digits. Taken together, the day’s eight national surveys paint a very similar picture: Obama is at or above 50% in seven of the eight polls, and McCain is in the low 40s in all eight, oscillating between 40% and 44%.

This is where the race has stood for weeks, with most of the movement occurring within those ranges. That both candidates’ numbers have been so static throughout October makes it difficult to see how McCain could benefit from some last-minute shifting.

At the state level, there wasn’t a lot of polling released today, but the Rocky Mountain News’s poll of Colorado is very important, as it suggests that Obama has opened a commanding lead in a crucial state. More than a quarter of registered voters (and more than 30% of the number of 2004 voters) have already cast a ballot in this state, so time is pressing for McCain to change voters’ minds. Keep in mind that McCain needs to win a blue state if he loses Colorado. And how likely is that to happen? Obama is closer to winning South Dakota than McCain is to winning Pennsylvania in today’s polls. Enough said.

  • Obama leads 52% to 40% in a Newsweek national poll. Among registered voters, he leads by 13%. (Obama led by 11% two weeks ago.) This survey confirms that Sarah Palin’s image has deteriorated, as it is the first Newsweek poll in which Palin’s favorability rating is a net negative.
  • Obama maintains his dominant position in the tracking polls. He extends his lead by 1% in Rasmussen (52% to 44%) and Gallup (51% to 43%). The margin remains stable in Research 2000 (52% to 40%), Hotline (50% to 43%), Washington Post/ABC (53% to 44%) and IBD/TIPP (46% to 42%). Obama loses 1% in Zogby, but remains largely ahead 51% to 42%. So his leads are: 4%, 7%, 8%, 8%, 9%, 9%, 12%.
  • Obama leads 52% to 40% in a Rocky Mountain News poll of Colorado. The poll was taken by GOP firm Public Opinion Strategies.
  • Ohio: Obama leads 49% to 46% in a University of Cincinnati “Newspaper poll.”(McCain led by 2% two weeks ago). Obama leads 51% to 44% in a PPP poll (he gets 86% of Democrats and leads independents by 12%).

Meanwhile, in down the ballot polls, where we get a lot of news from House races:

  • Jeanne Shaheen leads 52% to 46% in a Rasmussen poll of the New Hampshire Senate race. She led by 5% three weeks ago.
  • In MO-09, GOP candidate Bruce Luetkemeyer leads 47% to 42% in a Research 2000 poll. He led by 9% a month ago.
  • In AL-02, GOP candidate Jay Love leads 47% to 45% in a Research 2000 poll. However, the share of the African-American vote is about half of where it ought to be.
  • In IN-09, Democratic Rep. Baron Hill leads 53% to 38% in a SUSA poll. He led by the same margin last month. Hill leads by 32% among the 12% of the sample that has already voted.
  • In NJ-05, Rep. Garrett leads 47% to 40% in a Research 2000 poll. He led by 15% a month ago.
  • In SC-01, GOP Rep. Brown leads 48% to 37% in a Research 2000 poll. 32% of African-Americans are undecided, versus only 10% of white voters, so Democratic challenger Linda Ketner has room to grow.
  • In SC-02, GOP Rep. Wilson leads 47% to 45% in a Research 2000 poll. Here again, most undecided voters are African-American, which could boost Democratic challenger Miller’s numbers.

Beyond the obviously competitive races of AL-02 and MO-09 (both of which look competitive though the Missouri numbers must be a relief for Republicans), Daily Kos commissioned Research 2000 to conduct surveys in a number of long-shot races. NJ-05, SC-01, SC-02, TX-10 and NC-10: These are all races that were on no one’s radar screen as of two weeks ago.

Keep in mind that Democrats are unlikely to win more than a few of these late breaking races, but any pick-up in this list would be considered a huge upset and icing on the cake for Democrats. In all of these districts but TX-10, the Republican incumbent leads outside of the margin of error, though only Rep. McHenry crosses the 50% threshold. That justifies our keeping a watch on NJ-05, TX-10, SC-01 and SC-02.


Poll watch: Obama leads big in OH, PA, FL, IN and more; Franken narrowly ahead

October 23, 2008

The clock is running out, and the only good news for McCain today is a IBD/TIPP poll that has him only down 1%. But just like yesterday’s AP poll, that appears to be an outlier as seven other national polls show Obama firmly in command (not to mention that IBD/TIPP has McCain with more than 70% among 18-24 year-old respondents). In fact, Obama leads by double-digits in four of the day’s survey, and McCain remains stuck in the low 40s (39% to 45%) in all eight - including IBD/TIPP.

State polls are even more decisive, and they are breaking in favor of Obama rather than against him. Today’s line-up of surveys has Obama posting some big margins across the country, and what is significant is that these surveys come from different institutes, some of which have not been particularly friendly to the Democrat before (National Journal/All State or Big10, for instance). Obama leads by double-digits in five polls of Pennsylvania, three polls of Minnesota, two polls of Wisconsin, two polls of Ohio and one poll each of Michigan, Iowa and Indiana.

Obama also leads outside of the margin of error in two Florida surveys (something McCain has not done in a single Florida poll for four weeks) and captures a narrow advantage in Montana in the first poll that (finally) includes Ron Paul’s name. He is within striking distance in Georgia, where early voting turnout confirms that he has a shot at making the race very close.

Needless to say, Obama needs to capture very few of the states I just mentioned. If he wins just one of the Big Three (OH, PA and FL), he will be in a very good position to capture the presidency; two would ensure victory; and even an (at this point unlikely) defeat in all three would certainly not be the end of his ambitions: A sweep of Colorado, Virginia and Nevada (or any of these replaced by Indiana, Missouri or North Carolina) could replace the Keystone State. With all of this in mind, let’s go on to today’s full roundup:

  • Obama maintains a double-digit lead in the latest NYT/CBS poll. He is ahead 52% to 39% (he led by 14% last week). He leads by 6% among independents. 62% feel “personally connected” to Obama, 47% to McCain; more voters think Obama has the right temperament and personality to be president, and more voters think Obama would handle a crisis well. Palin’s favorability rating remains negative.
  • Obama keeps his dominant position in the tracking polls. He gains 2% in Zogby (52% to 40%) and 1% in Rasmussen (52% to 45%). The race stays stable in Hotline (48% to 43%), ABC/Washington Post (54% to 43%) and Research 2000 (51% to 41%). Obama slips 1% in Gallup (51% to 45%) and 3% in IBD/TIPP (where he is only up 1%, 45% to 44%). That puts Obama’s lead in the day’s trackings at: 1%, 5%, 6%, 7%, 10%, 11%, 12%.
  • Ohio: Obama leads by double-digits in two new polls, his biggest leads ever in the state. He leads 52% to 38% in a Quinnipiac survey (he led by 8% three weeks ago). He leads 53% to 41% in a Big 10 Battleground poll.
  • Florida: Obama leads outside of the MoE in two new surveys. He is ahead 49% to 44% in a new Quinnipiac poll (he led by 8% three weeks ago). He leads 49% to 42% in a St. Petersburg Times/Miami Herald poll. Obama seizes a big lead among independents in the latter, which was taken Monday through Wednesday.
  • Indiana: Obama leads 51% to 41% in a Big10 poll. The race was tied in mid-September.
  • Michigan: Obama leads by a stunning 58% to 36% in a Big10 poll.
  • Georgia: McCain leads 51% to 46% in a Rasmussen poll. McCain led by 9% two weeks ago.

Meanwhile, in down the ballot polls:

  • Proposition 8 is losing 52% to 44% in a PPIC poll. However, the “no” was ahead 55% to 41% five weeks ago.
  • Minnesota’s Senate race: Democrat Al Franken narrowly leads in two polls. In Rasmussen, he is ahead 41% to 37% with 17% for Barkley. Two weeks ago, Franken led by 6%. In a University of Wisconsin poll, he is ahead 40% to 34% with 15% for Barkley.
  • In Kentucky’s Senate race, GOP Sen. Mitch McConnell leads 47% to 43% in a Research 2000 poll.
  • In Georgia’s Senate race, GOP Sen. Saxby Chambliss leads 47% to 45% in a Rasmussen poll. He led by 6% two weeks ago.
  • In Louisiana’s Senate race, Democratic Sen. Landrieu leads 53% to 43% in a Rasmussen poll. She led by 14% last month.
  • In Washington’s gubernatorial race, Democratic Gov. Gregoire leads 50% to 48% in a Rasmussen poll.
  • In IL-11, Democrat Debby Halvorson leads 50% to 37% in a new SUSA poll.
  • In PA-12, Democratic Rep. Murtha is only up 46% to 41% in a new Susquehanna poll.
  • In WA-08, Democrat Darcy Burner storms back to grab a 50% to 46% lead in a new SUSA poll. Reichert trailed by 10% three weeks ago.
  • In MI-09, Democrat Gary Peters leads 46% to 36% against Rep. Knollenberg in a DCCC internal.
  • In OH-15, Democrat Mary Jo Kilroy leads 44% to 36% in a DCCC poll. She led by the same margin three three weeks ago.
  • In AL-02, Democrat Bobby Bright leads 50% to 43% in a DCCC poll.

Senate: It is difficult to know what to make of the Minnesota Senate race. Barkley is holding stable just under 20%, but his support is not firm: It could end up at a far lower point, but it could also end up rising if voters come to think he has a chance of pulling it off. In either case, it is impossible to know how that would affect Coleman and Franken’s totals.

House: Democrats get great news from SUSA. Darcy Burner appeared to be fading in WA-08, but she has now led in three polls in a row. The first two were Democratic polls, now an independent pollster confirms her comeback. IL-11 was once going to be an easy pick-up before GOP candidate Ozinga proved surprisingly resilient. Now, the Democratic surge appears to have buried Republican prospects of a come-from-behind victory here.

Furthermore, a trio of DCCC poll completes the strong news for Democrats, especially when combined with the NRCC pulling out of MI-09. That said, Susquehanna’s poll from PA-12 confirms the Democrats’ worst fear that Rep. Murtha’s recent comments about his districts has endangered his re-election prospects.


Congress: NRCC spends money (!), Stevens trial enters final stage

October 22, 2008

Spending: After weeks of holding back on TV advertisements because of its meager budget, the NRCC finally unloaded over the past two days, buying more than $4 million worth of ads in a total of 20 districts. And some of these buys are quite large - perhaps unexpectedly so.

Over the past two days, the NRCC spent more than $400,000 in two red district (MN-03 and WA-08), $300,000 or more in CO-04, MI-07, NH-01 and PA-11, more than $200,000 in MO-09, NY-26, NY-29, OH-02 and OH-15, more than $100,000 in LA-06, MO-06, NJ-03, NJ-07, OH-01, PA-03 and WI-08 and less than $100,000 in AL-02 and AL-05. (Alabama media markets are inexpensive, so the NRCC’s spending those two districts is substantial.)

To this list should also be added districts in which the NRCC bought ad time at the end of last week, so that they will not have to invest more money to stay on air for a few more days. Those include: FL-21, ID-01, VA-02. Furthermore, Politico reports that the NRCC has just made expenditures it has not yet reported (and will likely do so by tonight) in three more districts, KY-02, IN-03 and NE-02 - three very conservative districts, the latter two of which were not expected to be competitive as of a month ago.

This spending offers a fascinating window into the GOP’s view of which blue seats are competitive and which red states are salvageable or deserve defending. Some omissions of vulnerable red seats continue to be glaring, particularly FL-24, NM-01, NC-08, NV-03, OH-16. That the NRCC is spending so much money helping Rep. Walberg in MI-07 while investing nothing in Rep. Knollenberg’s MI-09 is telling of the latter’s vulnerabilities. However, there are some surprises in the list.

The first is MN-03, the heated open seat in which the GOP has just poured in a huge amount of money: a week ago, the NRCC was reported to be moving out of the district and allocating that budget to MN-06 (Bachmann’s seat) instead. Clearly, the NRCC has since then decided that the district is still winnable. Similarly, Reps. Musgrave and Kuhl in CO-04 and NY-29 look to be trailing, so it is curious that the NRCC has decided to invest some of its limited expenditures into saving them. The calculation is surely that it is always easier to pull incumbents through rather than salvage open seats or help challengers.

Meanwhile, the DCCC posted far less expenditures yesterday than it usually does on Tuesday, including a strange omission of a number of seats in which it has been on air for weeks (the New Mexico, Ohio and New Jersey open seats, for instance). That suggests that there are still DCCC expenditures to come today, which will up the Democrats’ total (they have, after all, a lot of money to spend), but a few investments are very noteworthy.

The ease with which the DCCC invests amounts which appear prodigious when spent by the NRCC tells us all we need to know about the parties’ financial disparity. The DCCC just poured in a stunning $566K in IL-10. This is an extensive district to spend in because of the Chicago media market, certainly, but it is certainly a large buy - especially considering that Rep. Kirk appears to be gaining in recent polls. The committee spend more than $400,000 in NC-08, bringing its total investment in that district to nearly $2 million (the NRCC has spent nothing). The new spending is more than $300,000 in AZ-01, AZ-03, CO-04, MD-01 and almost reaches $200,000 in AL-02 (as I said, that is a lot of money to spend in an Alabama media market).

Given that nearly everyone has long expected AZ-01 to be among the easiest pick-ups for Democrats, it is somewhat bizarre that the DCCC is pouring that much money in the district, but that is their only defensive-looking move (if that can be said about a red district). Apart from that, the overall picture is as remarkable as last week: The NRCC is building a firewall in second-to-third tier seats while the DCCC is spending heavily on seats it should not even be thinking about: more than $700,000 of Democratic money spent in one day in AZ-03 and MD-01?! Who would have thought that would be possible just four weeks ago?

Alaska: Ted Stevens’s trial enters its final stage today, as the case will be handed to the jury which will start its deliberations. The always-useful Anchorage Daily News provides an overview of yesterday’s closing arguments - and through them a recap of what has happened in the trial over the past month. While Stevens’s defense made some important gains over the past month - in particular getting the judge to throw out some evidence - the trial’s last few days were not kind to the Alaska Senator. The government’s chief attorney got Stevens to lose his temper at times during his cross-examination, and she ridiculed his claim that a chair that had been in his house for seven years was a “loan” rather than “a gift.”

As soon as the jury returns, we shall have a much better idea of the dynamics of the race, as it is looking more likely every day that the trial’s verdict will also decide Stevens’ electoral fate. A new just-released Ivan Moore poll confirms that Stevens has closed the gap and that the race is now a dead heat; an acquittal would be likely to boost Stevens on top, while a guilty verdict would make it difficult for him to pull through. But what happens if the jury only partially acquits Stevens? He is, after all, being tried on seven different charges, so a guilty verdict might not be as damning as the prosecution would want it to be.


RNCC works on firewall, DCCC invests in new districts and passes $1 million mark in many

October 14, 2008

As the time comes for the party committees to buy time for the upcoming week, the DCCC’s ability to flex its financial muscle and will seats to become competitive once again makes itself felt. The DCCC spent more than $8 million on more than 40 districts, moved in four new races it had not yet spent any money on while seemingly withdrawing from two, and passed the $1 million mark in a number of these contests. The GOP, by contrast, appear to have largely given up on playing offense and are building a firewall around a few incumbents; the NRCC’s meager resources hardly allow it to dream of a better defense.

As always, the DCCC and NRCC decision to invest will not make a candidate, though a decision to pull out can certainly break an underfunded challenger or a swamped incumbent. But beyond illustrating the two parties’ financial disparities, a detailed look at where the two parties are spending money lays out the electoral map and tells us which seats people who are paid to track House races full-time (and who have inside information and polling we do not have access to) think will be competitive, or not.

With that said, let’s use our now familiar classification to break down the latest House expenditures:

  • Republican investments

The GOP is in such a difficult financial situation that its mere decision to spend money on a race says a lot about how they view (and how their private polling tells them to view) a race. If the GOP is spending money on a race that is supposed to be competitive, it means they think that this particular seat is more likely to be saved than others; if they spend money on a race that was not yet viewed as that competitive, it means we probably don’t have enough information and that district is indeed highly vulnerable.

In the latter category is FL-21, where the NRCC just spent more than $500,000. This district is in Miami’s media market, so advertising there is difficult. The DCCC has not spent any money on the district for now, however, so the GOP might be successful in building a firewall here. (More on the GOP’s FL-21 efforts below.) Also in the latter category is MO-06, where incumbent Sam Graves is not currently considered to be in as much trouble as other Republicans - but the NRCC is evidently worried about his prospects and intent on keeping him, as they spent more than $100,000 in one their only six-figure investments to date.

In the former category is NM-01, the open seat that I am currently rating lean take-over. The NRCC is not spending money here, but Freedom’s Watch and the Republican Campaign Committee of New Mexico are each spending more than $200,000. (Democrats are spending heavily in both NM-01 and MO-06.) The NRCC also threw in modest amounts in LA-06, PA-03 and WI-08. (Update: It looks like the RNCC is looking to spend a lot of money in NH-01 - as much as $400,000, confirming its strategy of putting a lot of money in a handful of races.)

  • New DCCC investments

Democrats are now spending for the first time in four districts, two of which are obvious choices (CO-04 and NY-29) and two of which are true shockers (IN-03 and NE-02). While it might be surprising that the DCCC has not opened its wallet to hit Musgrave yet, the congresswoman has been hit by more than half-a-million worth of advertisement by the Defenders of Wildlife PAC, and that might have convinced the DCCC that its involvement was not (yet) needed. But now that the DCCC is moving in, it is clearly determined to make a splash: its first buy is an impressive $345,000.

As for IN-03 and NE-02, they demonstrate the Democrats’ determination to expand the map: neither of these seats was supposed to be even close to competitive, and I confess IN-03 isn’t even on my House ratings for now. That will be corrected soon, as the DCCC’s decision to invest a serious amount of money (it has already bought more than $150,000 and hasĀ committed about half-a-million) means that the district is indeed competitive. Democrats aren’t bluffing in NE-02 either, as they have brought more than $130,000 worth of ads.

  • Districts where the DCCC has now spent more than $1 million

This is not a guarantee that the Democratic candidate will, but it certainly means that the DCCC has put a high priority in winning these races: AK-AL, AZ-01, AZ-03 (!), AZ-05, MN-03, NC-08, NH-01, NJ-07, OH-15, OH-16. In other districts, the total passes $1 million when the DCCC’s investment is added to that of NARPAC (National Association of Realtors). In PA-11, for instance, that total reaches $1.8 million; if Rep. Kanjorski loses reelection, it will just how incredibly vulnerable he had become.

  • Districts the DCCC is playing defense

The DCCC continued to invest in AL-05 (now almost half-a-million total), CA-11, AZ-05 (nearly $250,000 this week, bringing the total to $1.2 million), LA-06, MS-01, NH-01 (the total now reaches $1.2 million), PA-10, TX-23 and WI-08. More surprising is the DCCC’s decision to dump huge resources in IN-09 (almost $300,000 this week), a district that looks increasingly safe for Baron Hill. However, the DCCC looks to have stopped advertising in FL-16 (Mahoney’s district…) and AZ-08, where Rep. Giffords looks relatively secure. Both districts could be moved accordingly in my upcoming rating changes.

  • Districts that were not so long ago considered long shots

I already mentioned IN-03 and NE-02, but those are just the tip of the iceberg as the DCCC continues to pour in money in races that were not considered that competitive as of this summer! New spending in AL-02 raises the total to more than half-a-million, an impressive sum for this relatively cheap media market. The DCCC’s spending totals in AZ-03 are truly staggering, as this is a district no one thought of as that competitive until ten days ago - and the DCCC just dumped in about $369,000. In MD-01, a large new buy brings the Democratic total to almost $900,000. (The Club for Growth is helping the Republican here with more than $200,000). Other noteworthy buys in this category are KY-02, MO-09, NM-02, PA-03, VA-02. In all these districts, the DCCC is not bluffing and is putting serious money behind its hopes of riding a blue tsunami.

  • Districts Democrats were expecting to pick-up more easily

Most of the DCCC’s biggest overall expenditures belong in this category, in what is at the same time good news for Democrats (it allows them to solidify their prospects) but also disappointing ones (since they would have liked to spend some of money elsewhere). Perhaps the most surprising development is the DCCC’s decision to invest nearly $350,000 in AZ-01 (bringing the total to $1.3 million), a race Democrats are expected to win relatively easily. The DCCC also just spent more than $200,000 in NM-01, OH-15 and OH-16 (bringing the total in each to more than $1 million), three open seats that Democrats are one point were hoping to have an easier time with. Other districts in this category are IL-11, NJ-03, NJ-07 and VA-11.

  • Districts that are and were expected to be competitive

This category contains the least surprising ad buys since the races were expected to be competitive since the beginning. Particularly noteworthy buys include the DCCC’s buy of about $300,000 in NC-08 (total of more than $1.3 million), more than $200,000 in MI-07, NV-03, NY-26, OH-01 and WA-08. Combined with AFSCME’s spending, the Democratic buys in MI-07 have an impressive size. The DCCC also spent in CT-04, FL-26, IL-10, MI-09, MN-03 and MO-06.

While it would be too long to take a detailed look at the committees’ new ads, it is worth taking a quick look at the themes these new spots are emphasizing. On the Democratic side, the day’s biggest news undoubtedly comes from the DCCC’s decision to heavily invest in IN-03 and attack longtime Representative Souder for having been changed by Washington:

On the Republican size, the biggest news by far is the RNCC’s massive investment in FL-21. The GOP might have chosen this district because of the scandals that have long surrounded Democratic candidate Raul Martinez, a controversial figure who has enough baggage for the GOP to seize easily. The ad’s closer says it all - “We know Martinez is corrupt enough for Washington, but that doesn’t mean we should send him there:”


Poll watch: Obama leads in OH, FL; DCCC internals find good news for House Dems

October 10, 2008

I’m not trying to sound like a broken record, but the basic dynamic of the presidential race is not changing: Obama is putting blue states away (he has yet another double-digit lead in Wisconsin in a new survey released today) and he is looking strong in a number of red states - any one of which would be enough to put him over the top. In today’s batch of surveys, Obama leads outside of the margin of error in a survey from Ohio and a survey from Florida.

Both states are of course absolutely crucial for McCain’s prospects - and both are at this point clearly inching away from him. Obama has led 9 of the last 11 Ohio polls, the only McCain edges being a 1% lead in the latest Rasmussen and a late September SUSA. That said, Obama’s margin remains generally tight, and he has not surged as much in this state as in others (like Virginia). In Florida, Obama has led in the past eight polls - and in all conducted in October! While McCain has been within the margin of error in some of these, but Obama has also pulled ahead by 7% or 8% in a few surveys.

Finally, new states continue to pop up as endangered. It was West Virginia yesterday, and Georgia today. The latest Insider Advantage poll from the Peach State finds Obama within the MoE - and closing the gap for the third IA poll in a row. Obama pulled out of the state in mid-September, when McCain’s prospects were at their highest; was that too hurried a decision? The early voting numbers are very encouraging for Democrats, as I have noted a few times, and at the very least Democratic competitiveness could help Jim Martin in the Senate race.

One good news for McCain is that he has a solid lead in NE-02 in the first poll of the district alone since the summer. Obama has just opened a second field office in Omaha in hope of taking that electoral vote - but for now he has a big gap to close. On to the day’s full presidential roundup:

  • Obama retains his dominant position in the day’s tracking polls. He leads 52% to 40% in Research 2000 (+2%), 51% to 41% in Gallup (-1%), 50% to 45% in Rasmussen, 48% to 41% in Diego Hotline (+1%) and 48% to 43% in Zogby (+1%). Interestingly, Zogby specified that the Thursday night sample was the best Obama has had yet and he is above 50% for the first time; also note that Zogby’s partisan weighing is much tighter than other surveys, which explains why it is finding smaller margins.
  • In the first national poll taken entirely after Tuesday’s presidential debate: Obama leads 46% to 39% in a new Fox News/Opinion Dynamics national poll. He led by 6% two weeks ago. Obama’s favorability is now at a high of 60%, while McCain is at 53%. Another interesting internal: 51% say McCain is waging the more negative campaign (versus 27%). And 32% say they are less likely to vote for Obama because of Ayers; 61% say it makes no difference.
  • Obama leads 49% to 44% in an Insider Advantage poll of Ohio. Obama led by 2% last week. This poll was conducted after the presidential debate.
  • McCain leads 48% to 46% in a WSOC-TV poll of North Carolina.
  • McCain leads 49% to 46% in an Insider Advantage poll of Georgia. He led by 6% last week, 8% the week before and 18% before that! Did the Obama campaign pull out too soon?
  • McCain leads 53% to 40% in a Research 2000 poll of Nebraska’s second district. An electoral vote is at stake here.

Meanwhile, in down-the-ballot polls:

  • Kay Hagan leads 49% to 44% in a Rasmussen poll of North Carolina’s Senate race. She led by 3% two weeks ago.
  • Hagan leads 44% to 43% in a WSOC-TV poll of the same race.
  • Mitch McConnell leads 48% to 45% in an internal poll for the Lunsford campaign in Kentucky’s Senate race.
  • In WA-08, a Research 2000 poll finds Rep. Reichert leading 49% to 41% while an internal poll for the Burner campaign find her trailing 48% to 45%.
  • In NE-02, Rep. Terry leads 49% to 39% in a Research 2000 poll. The DCCC surprisingly invested money in this district.
  • In TX-10, GOP Rep. Culberson leads 48% to 40% against Michael Skelly in a Research 2000 poll.
  • In AL-02, Bobby Bright leads Jay Love 46% to 45% in an internal poll, but he led by 10% in his previous internal!
  • In MI-09, a Mitchell Research poll with a 6% MoE has a tie at 43%, while a DCCC poll finds Gary Peters crushing Rep. Knollenberg 46% to 37%. Peters led by 4% in an August DCCC poll.
  • In MI-07, a DCCC poll finds Democrat Mark Schauer leading 43% to 35%.
  • In MO-09, a DCCC poll finds Democrat Judy Baker leading 40% to 36%.
  • In OH-15, a DCCC poll finds Democrat Mary Jo Kilroy leading 44% to 36%, with 7% going to independent candidate Don Eckart.

Senate: Lunsford’s poll comes in the heels of a McConnell internal showing the incumbent up 9%. There is thus a consensus from all pollsters (SUSA, Rasmussen, Mason Dixon and the two campaigns) that this has become a single-digit race, and the race has undoubtedly become competitive, with a slight lean towards McConnell. In North Carolina, Kay Hagan continues to inch ahead and a third institute (Civitas) has a headline on their website proclaiming that Hagan has taken a lead in their poll but they have yet to release the numbers.

House: As always, take internal polls with a grain of salt, but they do paint a very rosy picture for House Democrats and it is noticeable how few internal polls GOP candidates or the NRCC are releasing. The numbers might not be as bad as those of the DCCC polls, but there is no question that House Republicans are facing a disaster while once vulnerable Democratic incumbents (Hill in IN-09) are looking strong. Particularly noteworthy in this batch of surveys is the DCCC’s numbers from Michigan - both Republican incumbents are in big trouble now that the McCain campaign left the state, and any incumbent who polls under 40% is in big trouble, no matter what survey that number is coming from.

That said, two pieces of good news for Republicans: (1) WA-08 remains a disappointment for Democrats, as Research 2000 follows SUSA in finding a comfortable lead for Reichert. Things are not going well for Darcy Burner, who lost by 2% in 2006, as she has high enough name recognition at this point that she cannot benefit from a last minute challenger surge as voters learn about her. It looks like the GOP raised the negatives high enough in 2006 that she is having trouble recovering. (2) There was a point at which AL-02 seemed to be trending for Bobby Bright, but the GOP seems to have closed the gap - and credit to Bright for releasing an internal poll with a very bad trendline for him (-9%).


House: NRCC finally opens wallet, still no match for DCCC

October 8, 2008

While Democrats have been pouring in millions in House races, the RNCC has been unable to follow suit. Armed with only $14 million as of the end of August (about $40 million less than its Democratic counterpart), the Republican committee had to save its resources for the final stretch. Last week marked the NRCC’s first fall advertising in two hotly contested districts (PA-03 and WI-08) and the committee once again opened its wallet yesterday, spending about $800,000 to buy in five districts.

Four of these districts are held by Republicans, and only in WI-08 is the NRCC on the offensive. The NRCC is also spending in AL-02, PA-03, MI-07 (more than $200,000) and OH-01 (more than $300,000). The two latter buys are very significant - perhaps surprisingly so given the NRCC’s low budget overall. Politico reports that the NRCC has budgeted more than $2 million for these two districts alone.

The committee thus appears to be focused on building a strong defense in its second-tier seats and concentrating its resources in a few districts rather than diluting them in many races and having an effect in none. Indeed, it is remarkable that the NRCC’s expenditures are not going to the party’s most endangered districts, even in the Ohio and New Jersey open seats where the GOP looks unexpectedly competitive. Instead, the NRCC is choosing to invest in districts that a few months ago looked relatively safe for the GOP: Who would have thought that AL-02 (a district Bush won 2:1) would be one of the NRCC’s first five media buys?

And even on the day in which the NRCC started to step up its expenditures, the DCCC’s expenditures served as a reminder of how significant a financial discrepancy there is between the two committees: the DCCC spent more than $7 million yesterday in 41 districts. That’s right, Democrats spent in 36 more districts than Republicans and outspent them more than 8:1! And some of these buys are very significant. A quick overview using our familiar classification (Swing State Project offers the full list):

  • AK-AL should be a category of its own, as the DCCC poured in a stunning $777,254 in the district. This is a relatively cheap market, so this probably (and hopefully for the DCCC’s budget) is intended to buy ad time throughout October all the way to Election Day.
  • Defense: The DCCC is taking nothing for granted, and continues to spend money in Dem-held seats, even those in which the incumbent is looking relatively comfortable. The DCCC spent almost $350,000 in NH-01 (bringing its total to more than a million), more than $230,000 in AZ-05, around $180,000 in FL-16 and IN-09, about $150,000 in LA-06, PA-10 and PA-11. The DCCC also bought time in: AL-05, AZ-08 and TX-23. The New Hampshire ad buy is especially significant, as two recent polls have shown Shea-Porter in a slightly better position than before and Democrats are looking to bury Jeb Bradley before he has a chance to financially recover from a truly bruising primary.
  • Surprising offense: The DCCC’s decision to continue pouring in money in AZ-03 (almost $300,000 yesterday) is surprising, given that this seat was in few people’s radar as of last week. And it might not be as surprising anymore to see the DCCC invest in AL-02, KY-02 and MO-09 (more than $100,000), MD-01 and NM-02 (more than $200,000), but don’t forget how conservative all of these seats are, and how unlikely it was as of two months that the DCCC would make such a prolonged play in them. The DCCC also took a substantial buy in VA-02, a district many thought would not be as competitive this year.
  • Expected offense: The DCCC might be pushing the GOP’s third tier, but it is still as committed to the first and second. Two new big buys in OH-15 and OH-16 put the DCCC’s total above $1 million! And the DCCC continues investing in other open seats that Democrats were once hoping to win more easily - NM-01, NJ-03, NJ-07, IL-11, VA-11. The DCCC is sparing no expenses in seats that are and were expected to be highly competitive, including MN-03 and NC-08 (almost $300,000), OH-01, FL-24, NV-03, NY-26 and MI-09 (more than $200,000), as well as MO-06, CT-04, IL-10, MI-07 and PA-03.

This might seem repetitive to say, and I certainly do not want to sound like a broken record, but the importance of this funding cannot be understated. House candidates do not get as much free media as presidential contenders, and not that many voters watch debates between House candidates… The ground game, direct mailers and a presence on TV airwaves are crucial to the fate of many of these districts, and committee spending can be very important in tipping the balance. While candidates themselves have substantial amounts of money, some of them cannot pull out a win by themselves and the DCCC can ensure that Democrats running in third-tier contests have a shot - while also blooding little-known Republican candidates in open seats.

In fact (via Swing State Project), the RNCC looks to have just secured an $8 million loan - a significant sum that should ensure that the Republican committee can invest in enough districts to avoid disaster, but certainly not enough to offset the Democrats’ advantage (which was $40 million as of the end of August). But Republicans might as well pull all the stops this year: it is unlikely they will face such a potential of a blue tsunami in 2010, making it worth getting indebted now.

Two other notes on House races through a state-level lens. In Michigan, the local GOP seems to be in a state of panic after McCain’s pull-out. I already noted this a few days ago, but Politico has a new story documenting Republican anxieties that Reps. Walberg and Knollenberg are now in graver danger as they cannot rely on McCain’s ground game. Keep in mind that Michigan was truly expected to be one of the ultimate battlegrounds of this presidential election, so these incumbents can hardly be blamed for assuming that McCain’s turnout operation would be in place on November 4th to rally the conservative base.

In New Jersey, Republicans are looking surprisingly competitive in two open seats that many thought Democrats would be favored to win. Recent polls have shown the GOP candidates in NJ-03 and NJ-07 leading within the margin of error. That might be due to New Jersey’s independent voters’ reluctance to vote Democratic in September before undecideds break for the blue team in October, but there will be one year in which voters’ distrust for Trenton will backfire on Democrats, and this could very well be it. The trial of a New Jersey Democrat is giving Republicans an opening to blast state Senator Adler for his connection with controversies surrounding earmarks. Adler recently had to say “I’m not corrupt” - and it’s never a good sign when a politician feels forced to utter such words. Adler has a substantial financial advantage (especially when combined with the DCCC), so Myers can use any free media he can get - and this could help.


Ad wars: DCCC keeps up aggressive spending, invests in deep red KY-02 and MD-01

September 24, 2008

The NRCC still hasn’t spend a dime of its meager war chest on advertisement for its House candidates, but the DCCC continues to pour money in races across the country. A rundown of the committee’s spending just over the past two days reveals how wide-reaching they are casting their net (via SSP’s always useful expenditure tracker):

  • First, the DCCC is putting some more money in defense, somewhat puzzlingly in AZ-08, more understandably in AL-05, AZ-05 (nearly $170,000) and in FL-16. This is the DCCC’s first investment in FL-16, which is expected to be one of the toughest seats for Democrats to defend.
  • Some of the offensive money is going to open seats that are already considered to be leaning Democratic. Did the DCCC really have to just buy more than $80,000 worth of air time in VA-11? and what about the $183,000 it just spent in AZ-01 yesterday?
  • Then, there is the money that is going to open seats that Democrats were hoping to have already secured by now. Seats like NJ-03, NJ-07, NM-01, OH-15 and OH-16 fall in this category, but this time the only new expenditure is a spending spree in IL-11, bringing the DCCC’s total to more than $700,000, even as Halvorson continues to weaken in recent polls.
  • The DCCC is starting to gear up spending in a third group of states in which it only recently airing ads - seats that are (and were expected to be) toss-ups. The DCCC is up with new spending in MN-03 (nearly $200,000 of ad buys were bought over the past two days), MI-09 and MI-07. In CT-04, the DCCC seems intent to once again go all out against Rep. Shays, with a new media buy bringing the committee’s total to more than $300,000.
  • Finally, and this is by far the most interesting group, the DCCC is pouring some big money in heavily conservative districts, which is a major show of confidence that these seats are actually ripe for pick-up. The DCCC is putting in nearly $100,000 in AL-02, nearly doubling its previous total (that is some significant money in the relatively inexpensive AL market). And the committee is buying air time for the first time in KY-02 (nearly $90,000) and MD-01 (nearly $150,000!).

Those final two races are particularly fascinating, as KY-02 and MD-01 are both open seats that few people would have believed a few months ago could be competitive. But polls have shown both Kentucky’s Boswell (polling history) and Maryland’s Kratovil (via a recent DCCC poll) in a strong position, but the DCCC’s decision to move in is nonetheless remarkable - and certainly reminescent of their decision to contest IL-14, MS-01 and LA-06 this spring. At the time, the GOP could afford to spend back, but that is not an option this time. Whatever money the NRCC has will have to be used on more obviously vulnerable districts.

KY-02 is a district Bush won with 65% of the vote in 2004, so the DCCC’s half-negative/half-positive ad takes the road Democrats take in a state like Kentucky: with a populist message, the ad hits Brett Guthrie for supporting NAFTA and accuse his company of having shipped jobs to Mexico:

Another ad that is noteworthy because of how it closely it echoes one we have seen on the presidential race is the DCCC’s spot in CT-04. The spot uses footage of Shays’ saying that the “economy is fundamentally strong” and juxtaposes it to Bush and McCain saying the same thing. The message, of course, is not only that Shays is out of touch but also that he is and will remain a Republican (Shays is the last GOP House member from New England):

Meanwhile, the Senate committees are airing ads of their own - and there the NRSC is doing more of an effort to stay on par. As I noted last night, the NRSC has just started airing its first ad in Louisiana; and it has accompanied that with new spots in Colorado, Oregon and Mississippi. While all of these touch on issues that the NRSC has already attacked these Democrats for, the attack against Musgrove is perhaps most noteworthy since it signals the GOP’s determination to use attack Musgrove’s ethics and to scale up its attacks:

On the Democratic side, the DSCC has a new ad against Coleman; it also released two new spots against Wicker (watch one here) that attack the Mississippi Republican for having voted in favor of his own pay raise 9 times. By itself, that charge doesn’t seem enough to me to get voters to throw out an incumbent, though the DSCC might be able to connect it to a broader narrative. But the most noteworthy ad is the DSCC’s spot against Ted Stevens, as it directly brings up the Senator’s indictment:

Given that Stevens’s trial is now set to remain in the news almost daily in Alaska for the next four to five weeks, it is not essential for Democrats to attack Stevens on his indictement, but it is essential to tell voters that Stevens would no longer be effective in helping Alaska. Stevens’ main campaign argument is that he has the seniority to bring funds to his state, and this spot argues that Stevens has lost his clout by being stripped of his committee assigments, for instance.