Sunday, February 28, 2016

Are We Due for a Realignment?

So, this has been a pretty crazy election. Right? No real argument there. So crazy, in fact, that Nate Silver just tweeted an interesting little observation. There have been six major "realignment" events in American political history, during which the dynamics of partisan politics have been reforged and new coalitions have emerged to define electoral conflicts for a generation or two: 1792, 1828, 1854, 1896, 1932, and 1968. The average interval between realignments has been about 35 years; indeed, three of the five intervals have been precisely 36 years. The last one was 48 years ago. That is indeed the longest reign that a single "party system" has ever had. Sure makes it seem like we're due for one, and sure enough, politics has gone crazy. Maybe we're in the midst of a realignment!

Friday, February 26, 2016

On Liberals, Politics, and even Democracy Itself

This is partly inspired by the Democratic primary, and an attempt to understand what's behind the Sanders phenomenon, but it's also inspired more generally by just a loose complex of phenomena over the past few years. Here's my basic idea: over the past few generations, America has been engaged in a rather massive culture war. Beginning in about the 1960s, a bunch of people came along who radically disagreed with mainstream, relatively conservative social norms and political beliefs. And these cultural liberals have been winning, spectacularly so. We've reached the point where many, if not all, of the new liberal views are pretty damn mainstream, such that people who violate them are broadly perceived as deviant (e.g. a Mr. Trump). But, quite rightly, we're not resting on our laurels. Nor are we accepting the current, relatively liberal mainstream views on those issues as sacred gospel. Rather, they're works in progress, and of late, particularly in the internet age, a ton of energy has gone into the development of the new progressive norms. The broad principles are increasingly being translated into a fairly comprehensive code of conduct, which aspires to a kind of perfection. For just about any question of "how should I behave toward other people," there's a right answer out there, which you should follow. The older, more conservative norms also prescribed such a code of conduct, although there is one major difference: the new liberal paradigm, more or less tautologically, gives far greater space for individual autonomy. There are a lot of rules that say, basically, "do whatever you want so long as you're respecting what others want." That last part requires a lot of elaboration, though, and it's been getting a lot of elaboration. All of this is great, and it proceeds within a more-or-less agreed-upon analytical framework. Then it's just a matter of proselytizing for the basic worldview that says you should follow these rules, of spreading the message that it's not okay to violate them. It's a work in progress, obviously, but we're working on it.

Like I said, that's all great. And the way that this enterprise aspires, basically, to Perfection, in a certain way, is great. For the first time we have a chance to implement widespread social norms based on genuinely liberal values, and so we have this opportunity to really think about how to get them Right in a way that's kind of new. But the thing is, then you get to politics. And the trouble with politics is that not everyone agrees with you. And I feel like on some level, the focus on developing liberal norms of righteous conduct, and on condemning those who don't follow them, has a bit of a tendency to distract from the fact that the people who disagree with us are within their rights to do so. Specifically they're within their political rights to do so. Their beliefs are wrongful ones, and as a matter of morality they ought to change them, but they do not lose their rights as democratic citizens because of those wrongful beliefs. The point here is not just that we, as liberals, have to be cognizant of the fact that democratic politics is hard and we won't get everything we want. It's that on some level, we shouldn't. Not so long as the things we want are unpopular with the American people. Because the American people really do have the right to make these decisions for themselves, even if they will make their decisions badly.

Now, to be clear, that last point doesn't apply to everything. I'm a big believer in democracy, but more specifically I'm a big believer in liberal democracy, and in constitutionally limited government. And we happen to have a Constitution that, I think, really does protect a lot of liberal values when properly read. That is to say, it really does restrain the political choice of the people in ways that are pleasing to modern social liberals. At the very least it's perfectly legitimate to argue, as to much of the agenda of modern social liberalism, that the issue has been constitutionalized and is not the subject of ongoing political choice anymore. Gay rights are a great example of that: it's absolutely right for us to say that we should win on that issue even if most Americans are against us. "Equal" really does mean equal. But constitutionalism only gets you so far. It's just not plausible that every single item on your agenda will be constitutionalized, and moreover, it would be bad if that were so, because democratic political choice is important and no constitution should lock in a country's entire political program.

I think the specific impetus for this post was actually when I saw some article about how Hillary Clinton's effort to present herself as the candidate of the modern Democratic Party's identity-politics coalition of oppressed groups is unconvincing because, in order for those various movements to be truly "intersectional," I believe was how they put it, they also need to be radically anti-corporate and what-have-you. My reaction to which was, okay, so what are you going to do if you find yourself in a country where "we shouldn't discriminate against women, or racial minorities, or LGBTQ&c. people" commands widespread support but "we should adopt radically anti-corporate economic policies" doesn't? Because the thing is, not only won't you be able to enact your whole "intersectional" program in such a world, there's a very real sense in which you shouldn't be able to, either. Now, again, it may well be wrongful of the public not to support your position on this. But their wrongness doesn't give you a right to govern them against their will.

This ties into something Barney Frank recently said in a column critiquing Bernie's campaign: "What troubles me and many of my former colleagues—among the most liberal members—is the belief that nothing short of this [Sanders's agenda] is worth fighting for." You have to figure out what's worth fighting for that you can plausibly get a democratic mandate for. But it goes further. In a democracy there's a need to accept that sometimes you lose, and that it's legitimate for the other side to enact its policies when that's the will of the people. Again, this is not always the case, and the modern conservative movement is quite generous in its willingness to have its bad-on-the-merits policies also be unconstitutional. But there's always got to be a large area where it's legitimate for the other side to win, and you have to be sort of graceful about that, because otherwise you start attacking democracy itself. This really isn't something we have to deal with in the project of creating liberal social norms; indeed, it's important that those norms be as uncompromised and as near to perfect as possible. But it's important not to lose sight of it in the political realm, not just as a matter of pragmatism but as a matter of principle.

Thursday, February 25, 2016

There's Not a Single State Where Polling (or Voting) Suggests Sanders is Leading

FiveThirtyEight just rolled out a new version of the projections I discussed in this piece. It incorporates several new demographic factors, including an urban/rural split. One interesting thing about it is that, if the race is tied, Hillary will be winning about fifteen states, out of fifty: this implies that her support is more strongly concentrated into a few big states where she has major advantages, where Sanders has more modest advantages across a larger number of smaller states. Or to put it another way, in order to win, Sanders really needs to feel like he's winning.

And... boy does this ever not look like a race where Sanders is winning. The first three states now look way better for Hillary: instead of implying national leads of 6, 7, and 2 points respectively, Iowa, New Hampshire, and Nevada now imply leads of 19, 10, and 5. Meanwhile, they also put the current 538 polling averages into their latest chart, and... whaddaya know, Sanders is currently beating his benchmarks in a whopping zero states. You've got some states, like South Carolina, Massachusetts, Oklahoma, Texas, and North Carolina, that don't look all that different from a tied race; Hillary's beating those benchmarks by single digits. But then you've got, jeez. Sanders ought to be winning Tennessee, narrowly; he's losing it by 25 points. Similarly in Michigan, where he's 20 points behind his benchmark. And then looking a little further down the calendar, you've got more states Sanders ought to be winning, or maybe even winning big, like Utah and Wisconsin. You've got big states he's got to win, like Pennsylvania and California. Hillary's leading them all: by eight, two, twenty-two, and thirteen, respectively. There just isn't a single real bright spot for Sanders in the state polling we have right now. Overall, taking a rough average of all these future states, it looks like a Clinton +13 race right now. That's very similar to the numbers implied by the first three states that have voted, which were maybe consistent with a +11 race overall.

And this, by the way, makes me skeptical of the polls we're seeing showing more like a +5 Clinton race nationally, or the one that had Sanders leading for what is I believe the first time ever. If that's so, there has to be somewhere in this nation where he's doing better than you might expect given a tied race. But those national polls that are more optimistic for Sanders, that's basically where the single most optimistic individual state data-points for him are at. And that makes it tough to view them as anything other than outliers, or perhaps pollsters whose weighting algorithms are off.

But, we shall see.

Friday, February 19, 2016

Where We're At in the Democratic Primary

A few days ago, FiveThirtyEight published a very useful piece that essentially laid out the landscape for the 2016 Democratic primary. They used some polling data, fundraising, demographics, and Facebook popularity to figure out how we can expect each state to vote if Hillary is leading by twelve points, and alternately how we would expect them to vote if she's fallen into a tie with Bernie--i.e., the first projection shifted over by twelve points, plus or minus rounding errors. And what this lets us do is convert individual state results into an estimate of how the race stands nationally, both with actual results and with polls.

So, for example, they show Nevada as a pro-Hillary state, one that should go to her by about 3 points even if the race is tied. If in fact Nevada ends up as basically a tie tomorrow (and we have very little idea what will happen there; there have only been three polls, all low-quality ones, in recent weeks), that's a fantastic result for Bernie. Even if it comes out as Hillary +6%, the most pro-Hillary of the three recent polls, that's a very good result for him. Conversely, Hillary's got something like a 25-point lead in the South Carolina polling average, which would be even better than the +23% win they project for her with a national 12-point lead. It's to be expected that different states will give different signals, because these projections are by no means perfect. (It's like extrapolating election night results on the assumption of uniform swing: it's a good approximation but never quite holds.) Indeed it kind of looks like a decent guess for Nevada is the national-tie scenario, while a decent guess for South Carolina is the Clinton lead scenario.

One interesting thing, though, is that the two states that have voted so far both say the same thing about the race. Iowa was a tie, falling almost precisely between the two projections (+7% for Hillary if she's up big, +6% for Bernie if it's a tie). Meanwhile, though Sanders won big in New Hampshire, by 22%, he didn't win as big as he should have if the race is a tie, which would've been 29%. Both states, therefore, imply a Clinton lead of roughly 6 or 7 points nationwide. Which confirms my feeling that those results were decent for Clinton, even though they looked pretty lousy. To be sure it's remarkably that Sanders is within 6 or 7 points nationally, but that's still a pace that has Hillary winning. If that pace holds, we should see Hillary winning by nearly 10 points in Nevada and by 16 or 17 in South Carolina; more likely we'll see a similar average result between those two states but highly disparate individual signals.

In any case, it's just something to keep an eye on, as a guide to interpreting each state's results.

Thursday, February 18, 2016

The Deeper Problem With the Sanders Campaign "Voodoo"

There's been a big controversy of late over an economic analysis, originally performed by an independent economist but repeatedly endorsed by members of the Sanders campaign itself, purporting to show that Bernie Sanders's economic plan would great an essentially unprecedented economic paradise, featuring among other things 5% annual growth over the next decade. It's basically just the latest in a sequence of fights between the Sanders campaign and the liberal wonk community, in which the wonks keep saying that Bernie isn't being totally honest about the costs of some of his proposals and in return Sanders sympathizers, basically, accuse said wonks of being corporate shills or whatever. There's plenty to say about this, and why it would be a bad thing if the Democrats adopted the Republicans' willingness to say empirically absurd things and then just have all their supporters pretend that they're true.*

But there's one thing about this that I haven't seen said, possibly because most of the commenters have been coming at the issue from the perspective of the policy wonks. My idea is more of a political theory one: it's not a good thing when you feel the need to lie to the public about your agenda. It means that on some level you know that your agenda, on a full and honest accounting, is unpopular. That's why the Republicans do so much of it! They're committed to advancing a policy agenda that would not really be very popular, so they have to lie about it, and while they're at it they have to suppress lots of voters and such. To be sure, the Sanders campaign is only taking its very first steps down a path the Republicans sprinted all the way down long ago. But it's not a good path to tread even a little bit.

Because it also betrays a kind of contempt for democracy. You could, of course, say, well, yes, we're lying about this plan because it's unpopular, but it should be popular, it's wrong of the people not to support it. Maybe it'll even be better for them than the policies they support. And so, really, what we're doing will make the world the best place it can be. And, sure. That might be a good argument, from a certain perspective. Just, not from the perspective of democratic self-governance. The whole concept of democracy is that the people get to decide these things for themselves. And it is surely a noble quest to educate the people, to make popular what should be popular. Nor am I saying that politicians have a moral responsibility to follow the weathervane of public opinion in all things; I'm actually a pretty big believer in the "trustee" model of representation, as opposed to the "delegate" one.

But you do have to be honest. Honest about what you'll do and about what you've done. If you're right that your policies are better, then once you implement them they'll presumably prove, at least in the fullness of time, to be popular. (See, e.g., ObamaCare.) But if you sell the people on policies by concealing their costs or exaggerating their rewards in some absurd fashion, then when the results are worse than you promised you'll spark a backlash. And beyond that, you just can't have a meaningful democracy on any other basis. If the choice ultimately belongs to the people, rather than to some benign counsel of Those Who Know Better, then the people need to be told, honestly, what their choice is.

We're the Democratic Party. We should believe in democracy, not just pragmatically but philosophically. We should believe in the people's right to decide their own fate, and that means their right to choose wrongly. (There are of course exceptions, as provided by the Constitution, but that's not really about the kind of economic policy choices Sanders is talking about.) We shouldn't seek to force our legislative program on the American people through force or trickery. I don't think the Sanders campaign really disputes this, so they should try to live up to these ideals a little more fully.





*Here's a relatively sympathetic take on what the Sanders people are doing here. There was a process that began sometime, I dunno, in the 1960s or thereabouts, wherein the American left started incorporating the advice of mainstream economic theory, and thereby moderating, from a certain perspective, its policy proposals. It's why you see things like liberal support for carbon taxes or whatever: there's a pretty broad consensus, or there has been, around finding the most effective and efficient economic tools for the promotion of liberal values. It's hardly been absolute, and in some cases it's gone in the opposite direction: liberals kept supporting the minimum wage for decades when standard economics said it was a bad idea, and then, lo and behold, more recent economic research suggests that maybe the liberals aren't wrong. Whaddaya know. But there's been a pretty strong commitment of late to using policies which have empirical support for their effectiveness.

The worry, though, and it's an eminently reasonable one, is that liberals have actually absorbed not just the practical and strategic suggestions of mainstream economics but also some of the underlying values and goals, which are in many cases really not all that liberal. And it's admirable for the Sanders campaign to want to roll back that tendency, the tendency to get assimilated into the Yay Capitalism mindset. The problem is, though, that they sort of seem to be conflating the two trends--again, understandably, since I think they probably were conflated in their origins. They're not the same thing, though, and we ought properly roll back one of them and not the other.

Tuesday, February 9, 2016

Bernie and Thomas and Alex

Thomas Jefferson, that is, and Alexander Hamilton. (With whom I'm currently a bit obsessed, having seen Hamilton on Broadway this past weekend.)

Because, you see, I'm pretty sure Bernie Sanders would be on Team Jefferson. And... Team Jefferson is wrong. Thomas Jefferson was wrong, about, like, most things. Not everything: I like much of what he has to say about religion, and he was on the right side of the "is it okay to be an opposition party?" thing. Essentially everything he thought about the Constitution was wrong, though, as was his notion that America should be all rural and agrarian and stuff. Oh, and the whole "holding slaves" thing. True, he had relatively anti-slavery principles, but he also had lots and lots of slaves. His whole humble, man-of-the-people thing was basically a lie; he was an artistocrat. Hamilton was, as the first song from Hamilton so powerfully illustrates, the "bastard, orphan" who "gr[e]w up to be a hero and a scholar." Oh, and who opposed slavery. But no, he's the monarchist and the elitist, apparently.

Now the point isn't that Sanders likes all of these things about Jefferson. He certainly disagrees with at least the slavery thing, and he's probably not a strict constructionist. But I'm sure he loves Jefferson's whole egalitarian shtick, despite its being basically a lie, and he probably has at least some sympathy for the rural/agrarian thing.

Oh, and then there's the Bank. The First Bank of the United States, championed by Hamilton and opposed by Jefferson. I'd be shocked if Sanders isn't on Jefferson's side there (on policy if not on the constitutional issue). Which... is bad. It also puts him in the company of Andrew Jackson, whom liberals have recently had the decency to recognize as a slave-owning, native-slaughtering, paranoid villain, not a populist hero.

And this actually ties into the thing that maybe bothers me the most about the prospect of Bernie Sanders becoming President: he's against the Wall Street bailout of 2008. Indeed, he doesn't even seem to know that the American taxpayer made money out of the bailout, because we got paid back more than we paid out in the first place. (Bernie keeps using the line that "America bailed out Wall St., now it's time for Wall St. to bail out America" in describing his proposed speculation tax.) And again, this is wrong. Really, really wrong. If Sanders had been President, and had vetoed the law (which he voted against in the Senate), we actually would've had another depression. It would've done enormous damage to the world economy. But, you know, it was a bailout, to the banks. The big banks at that. And banks are bad, especially the big ones--as Jefferson and Jackson knew.

I find this legitimately troubling. Either he's being disingenuous here or he really doesn't understand some things about how the economy works. And I really would worry that, if some similar sort of financial crisis came up, he might not be willing to do what had to be done to prevent collapse, even if it didn't really sit comfortably with his general ideology.

Now, perhaps the most favorable part of the Jefferson comparison is that when push came to shove, and Jefferson had an opportunity to radically change America's destiny forever, but he had to violate his constitutional principles in order to do so, he did it. That's the Louisiana Purchase of 1803, which a Jeffersonian strict constructionist would've thought unconstitutional. So maybe if push came to shove, Sanders would listen to the advice of mainstream economics and do what was necessary. But... maybe? He might actually not do that; at the very least I'd like for someone to interrogate him a bit more about this.

Until they do, his resemblance to Jefferson is a little bit troubling.

Thursday, February 4, 2016

The Sanders Campaign Is Becoming A Problem

When Bernie Sanders announced his campaign for President, I thought, okay, this could do some good. Put some more aggressively left-wing issues on the agenda, help move the party, and presumptive nominee Hillary Clinton, in a more liberal direction, expand the Overton window, etc. But there's always been a lurking danger that it would become something else, that it would start stoking liberal dissatisfaction with the Democrats and with Hillary, in a way that would imperil our chances of holding the White House.

Well, I'm increasingly feeling like his campaign is turning into that more dangerous version. And this "HillarySoProgressive" thing is perhaps the most extreme example of it. This all started when Bernie and Hillary got into a Twitter war yesterday that started with Sanders (or his campaign staff, not actually sure which) saying that "You can be a moderate. You can be a progressive. But you cannot be a moderate and a progressive," and then proceeded to rattle off various un-progressive things Hillary's done: raising money from Wall St., taking a long time before coming out against the Trans-Pacific Partnership and the Keystone pipeline, and supporting the Iraq war. Hillary (or her staff, probably) shot back, with various progressive things Hillary has done, and with repeatedly pointing out Sanders' less-than-pure history on gun control. Now various Sanders supporters have started this HillarySoProgressive hashtag basically mocking the idea that she's any sort of liberal. (Seriously, does no one say "liberal" anymore?) The tweets this Vox discussion of the tag references bring up, in total, the fact that Clinton takes donations from Wall St., the fact that she has, from time to time, been seen in the company of Wall St. executives, that she does not support reinstating Glass-Steagall, and her 2004 opposition to gay marriage. Oh, and also a fake Clinton/Gore '92 bumper sticker design featuring the Confederate flag.

The word that keeps coming to my mind to describe all of this is "disgusting." And not just because of the Tea Party-esque obsession with absolute purity (while, of course, excusing their own candidate's extreme lack of purity on the gun control issue), the strict and exclusive concept of the "progressive" movement, the suggestion that anyone who doesn't agree with them on every single issue is the enemy. It's all of that, too, of course; some of this stuff almost feels like it has an "are you now, or have you ever been, a capitalist?" feel to it.

But also, like... these are remarkably petty things to excommunicate someone from your movement over, aren't they? Bernie's remarks about how she took her time coming out against TPP and Keystone feel particularly silly, to me. I actually know several very left-wing people who thought both of those issues were in fact somewhat complicated, and that the case against each was overstated. And even beside that, like, since when is taking your time to think something over a grievous sin? Is it that one must not only have the right positions but also take all of them quickly enough, or you're out of the movement? That's insane, isn't it?

As of course is this persistent accusation of massive corruption on Hillary's part, which of course is never explicitly stated as such, because that would be "going negative" and "dirty politics," but that's what it is.

Add it all up and I feel like this campaign is becoming so toxic that it's running a real risk of doing serious damage to the Democratic Party and to the liberal cause going forward. It's essentially becoming a larger-scale version of Nader 2000, which, like, do the people supporting Bernie remember how that went? Do they remember George Bush? Have they inspected Marco Rubio's platform? As Matt Yglesias said the other day, it's basically the platform for those who think the problem with the Bush Administration is that we should've tried bigger tax cuts and more wars. In the face of this, do you really want to set up a Spanish Inquisition to root out every last little trace of heresy within the progressive movement?

I'm still hopeful that this can end well, but I'm increasingly unsure that it will. Sanders himself seems to have been bitten by the ambition bug, maybe for the first time in his life, and he's got a lot of work ahead of him repairing the damage he's been causing. When he loses, and he will lose, he better take a page out of Hillary's playbook and give her one hell of a ringing endorsement.