335 Comments

As we approach the election, the Silver Bulletin comments section seems more and more Trumpy. Any ideas why? I liked it better around here where the comments were jokes and data nerd talk.

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Part of it is that Trump's strategy is to convince everyone he's winning. That motivates his voters and demotivates Democrats (people want to be on the winning team). It also helps him claim fraud if he loses.

There are a few users I recognize here who argue vigorously, but as far as I can tell honestly, that Trump will win (Slaw is one of them). I enjoy arguing with those users, probably more than is good for my mental health. Then there's a bunch of users I don't recognize who started showing up recently to brag about how Trump is going to win. I mostly don't engage with them.

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Right wing people are more argumentative. They simply enjoy it more. It's a personality trait, I believe. This tends to gradually nudge many online opinion fora to the right, until a tipping point is reached, and the non-right presence collapses. We've seen this on different platforms (Disqus, Twitter, Podcasts, etc).

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I have felt that there are fewer and fewer leftwing participants, as if the Dems are dropping out, not here as much as they feel more dubious about the possibility of Harris losing the election. Am I wrong?

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not sure, maybe people have lives and want to do other stuff. At this point it's really just wait til next week. Honestly I'd prefer to put it out of mind but since I bought the subscription I sorta feel like I need to use it :)

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Im still here but not commenting much. There's just not much to say to posters who are 100% convinced they know the outcome already. Boring and herded polling doesn't help either.

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We're here. In my case, the partisan bickering feels like talking to a brick wall. No interest in reaching consensus.

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Oh --- are you trying to change people's minds? That's no good: people don't want to have their minds changed. I don't think I've been trying to change you alls' minds -- I hope I haven't.

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Reaching consensus doesn't require changing people's minds. It just requires focusing on finding common ground instead of on invalidating opposing opinions.

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That's because we're off voting 😉

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As opposed to Harris strategy to convince people she is losing? Frankly, I believe having an incapacitated POTUS, bad economy and lukewarm candidate means Trump is winning. Of course Trump is a disaster candidate. If he loses GOP might as well fold. Remote competence on either side we lead to a blowout. Harris just can’t do any interviews at all. It’s really a problem because I think had she done more and done well, she wins in a landlside.

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I see Harris on all the podcasts I listen to. It’s annoying tbh. The campaign is clearly just targeting audiences that you don’t listen to. Bad economy? Low unemployment, interest rates and gas prices going down, wage increases catching up, us doing better than competitor economies. Now doubt in February 2025 you’ll think it’s the best economy ever if Trump gets in.

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I don’t follow “if he loses the GOP might as well fold.” Republicans are still going to control both houses of Congress. If Trump loses the GOP should finally ditch Trump!

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No House model this year but I'd imagine the share of simulations with Kamala winning the presidency and Republicans retaining the House to be extremely low.

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I mean, Biden won 2020 while Republicans retained the House. That doesn't mean it'll definitely happen, but it seems possible, and for some of the same reasons: Trump is extremely unpopular and some of the Harris campaign's strategy involves peeling off Trump-skeptical Republicans.

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Republicans lost the majority in 2018 and won it back in 2022. That's how most of the Biden agenda became law.

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I come for data talk, if I wanted a bunch of partisan yelling I could literally go anywhere else on the internet lol.

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What really gets me are the people paying money to tell Nate he’s wrong, with no more content or analysis than that.

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I do find it kind of hilarious that part. Or then you just have attention whores who are using this little corner of the world in this point time to get their 15 minutes of fame, so good for them.

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Wait a week, most of the current commenter's will vanish. I will continue to lurk in the shadows as my employment doesn't allow me to take a public stand on politics.

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do you need to take a public stand on politics to make jokes?

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Nope, and I would love to, but pretty much any public comment can get a judicial officer in trouble if someone digs through the internet to find it.

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It would be fun if you were not in the shadows, but I don't want to ruin your job.

So this is not legal advice. But have you ever considered burner accounts?

One thing I do fairly regularly is swap out email aliases and drop accounts. The email associated with this account on Substack was generated with Simple Login. It'll probably just stay associated with Silver Bulletin on substack so's I can keep making my savings from their legacy annual subscription.

It's not that I have so much to hide (that's what I would say, right). It's just nice to be nerdly and jump in with silly comments without feeling like the stakes are so high. Lots of anonymous commenters are mean. It's fun to be a nice one.

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It's not as easy at just using a burner account if you are expecting federal level scrutiny. There's tons of other ways to ID people, including using sentence analysis.

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And so I will only post the most anodyne of comments. It's a shame, I'm full of killer dad jokes otherwise.

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I suspect based on all the new names I've been seeing that there are lots of new "monthly" subscribers that have popped in just to gloat, now that the polling average has turned in Trump's favor (Silver Bulletin has been getting a lot of positive WoM in Trumpy circles). They are not interested in actually discussing things, but are just here to bait, gloat, and troll.

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*waves hands* I'm a data nerd who likes making jokes!

Honestly I've just been busy data nerding.

If there are other data nerds out there who are academics, I've noticed that October is about the month when I realize that all the things I promised I'd do this semester have not happened and I need to kick it into gear.

I hear there's something out there about an election that people are getting all huffy about, but my R code's not running right atm so the world could come crashing down and I'd still looking for my missing curly bracket amongst the rubble.

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Reviewer 2 isn't going to rebut himself, after all

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Agreed. I honestly stopped participating here as much when the top comment was demonizing, and I am quoting here, "trannies". Think what you will about trans issues. Don't be an asshole. Silver Bulletin would benefit greatly from a Slow Boring moderation style.

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The comments section gets Trumpy when the polls are leaning toward Trump. They get Harrisy when they lean towards Harris.

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Nates been pretty unfair to Kamala in his editorial comments. He really should be embarrassed about that "gut" article.

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I thought that article was pretty straight down the middle (actually, both of them: his NYT piece and the follow up here). My gut likewise says "Trump wins" though in my case I'm perfectly willing to acknowledge this in part is a psychological defense mechanism. When the election is "tails the country wins heads there's a cataclysm" it's not advisable to put too much hope in tails.

I basically see plenty of signs of hope for either candidate. Again, coin toss.

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Nate is hedging and frames every "coin flip" conversation in Trump's favor. I don't know who's going to win either, but Nate frames uncertainty as generally beneficial for Trump.

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Sorry, is the implication that Trump is a "win" and Harris is a "cataclysm"?

Edit: I have bad reading comprehension. That was not in fact the implication.

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reread the comment

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Reread and my comment has been revised :)

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Really, I thought it was pretty spot on. But I'm in central TX and maybe have a view of Trump supporters that is a bit different

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It's too late this cycle, but Nate could create a chat thread for subs of over 3 months or something to get rid of the short-termers. I don't know if substack has that kind of functionality though.

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Obviously it's a conspiracy. Russian bots or something.

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Cause it was never as neutral as you would like to think :)

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All the traditional signs point to a Trump win, so they're feeling more enthusiastic about participating... and then also there are going to be over 70 million votes cast for Trump, so plenty of them to organically make comments.

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The way I look at is:

A) if the polls are accurate; or if they're inaccurate in Trump's favor; and/or if the GOP Electoral College advantage holds up....Trump wins.

B) If the polls are inaccurate in Harris's favor and/or the GOP Electoral College advantage is a lot weaker this cycle, as seems possible....Harris wins.

"A" seems a bit stronger of a position to be in, though only a bit. I think there are signs "B" could end up being more accurate (early voting, for instance). Also, I could be way out on a limb here, but the poll herding that plainly seems to be going on strikes me as more likely to be puffing up Trump's numbers than Harris's. But who knows?

So, anyway, with all that said, I'm going with "A" but not very confidently so (but sure, with a lot of dread).

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Pro-herd, anti-herding.

If there's an anti-Harris bias resulting from the herding, I really hope we don't get an ugly November 6th, with Trump supporters screaming that there must be fraud because Harris won Michigan by 8 points or something.

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They claimed fraud in 2020 when Biden was projected to romp. They really don’t care about reality, they either win or they were cheated

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I'm not worried about Rudy Giuliani and Trump's diehards. I'm worried about Joe Saltofearth, who doesn't closely follow politics but has "common sense". The kind of guy that thinks Trump's usually full of hot air, but *8* points in Michigan? That's clearly fake and he needs to do something about it.

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Nov 2Edited

There aren’t enough of those people to matter. If they do something dumb and get arrested then it ends up in the pile with the J6/2020 crew. If Trump loses then it’s not like there’s anyone who can save people who riot in his defense.

It’s not a big enough group to actually cause more than a days worth of disturbance. Even J6 only slowed things down by half a day.

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They won’t wait for Jan 6 this time, it'll get “wild” sooner at state level.

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Maga media is bigger than msm media. Do not underestimate what maga media can do. They will convince even die hard kamala voters that the election was rigged. This is bush v gore all over again.

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Trump claimed fraud when he won. Remember? He claimed he’d have won the popular vote if not for the millions of illegal votes.

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That's kinda the entire point of these R-aligned polls flooding the market

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They'd just point to the D leaning pollsters that are also herding to the closer race. "Even the libs didn't think you would cheat this bad" etc

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Although, to this point my feeling has been Harris had a really uphill climb, female being her biggest issue, I'm hoping common sense will prevail and this country will elect someone who is decent and sound of mind. And like you, I've been very concerned about physical violence should Trump lose - which for the sake of our country I hope he does.

It won't be the Democrats storming the bastions if Harris loses, but it will certainly be January 6th all over again, and much worse, if Trump loses.

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Huh. Over at the rightwing Townhall complex of forums, everyone thinks the exact opposite. That if Trump wins, the left will riot all over Washington and maybe other big cities.

Well, I hope nobody riots.

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I also hope nobody riots and will leave it plainly at that.

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This is bound to happen. And this time they'll do much worse than screaming. They are now organized to block county-level certifications. Expect a messy election this year.

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It doesn't matter what happens. Trump will claim it was stolen. And his die hards will be with him. But the normie Republicans won't go for this twice.

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Let them bitch. If Harris takes Michigan by eight points, she'll have won decisively. Also, while I deplore violence, if Trump's supporters go crazy it's only going to hurt Republicans. I'll go to my grave believing Trump *got very lucky* things didn't spiral out of control more spectacularly on 6 January 2021. Imagine if hundreds had died (including some members of Congress). Impeachment might well have gotten a conviction super majority.

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The less accurate pollsters, less reliable pollsters started pulling in from the Harris +5 and +6 numbers they've been publishing for two months, but to be frank, it's not because those were their real results and now they want to publishing something fake for Trump's sake. They just don't want their final numbers to be recorded as 5 or 6 points off the mark.

Harris has a decent shot at winning, but if you're expecting her to greatly exceed Biden's winning percentages, let alone eclipse them with an 8 point win in a Rust Belt state, well there's about a 1 in 9.5 trillion chance of that happening, so I wouldn't get worried about that.

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Polling firms remind me of financial analysts in that there’s never any incentive to go against (what is typically a bullish) consensus. When the inevitable bear market hits, there’s a lot of security in being able to say, “Welp, everyone else was bullish too!” Similarly, pollsters are finding emotional safety by glancing at one another’s test answers and adjusting accordingly—in this case, to repeated, statistically improbable ties.

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The pollsters, many of them, are lying like carpets: you don't see this as a problem? I do. GIGO --- what's the point in averaging polls with a fancy statistical model if the data is rotten? I can see Nate would be annoyed.

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Not a problem for the pollsters, seems like they’ve solved the problem of being scandalously wrong.

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I guess you are right, but color me shocked!

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This post is precisely why I subscribe to this newsletter. What’s interesting is that Nate himself may have helped cause the phenomenon by making poll aggregation such a focal point.

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Honestly, Nate put a level of polish that was needed on something existing.

I can't fault him for doing so, and having it in public means that there's someone to call them out in public. If anything, he's adding a lens of discussion about it that need to be.

This was always going to become an issue,

as the pollsters started to be directly compared to each other once every 4 years like the world series of poker, winner gets the big fat bonus contracts and name recognition for national polling and research contracts.

But if you can't be confident of being first, or have a fall back in case you do badly, the polls have a fiscal responsibility to not be the least accurate, dooming them to 4 years of bad business.

Which, ultimately, has led us here.

I'm going to find the post season for polls very interesting, and given what I'm seeing elsewhere I think I know what's going to come out of the wood work, but I'd rather not spend the next 5 days arguing about my analysis with the political faithful online, and will instead share in the aftermath for those who are actually interested.

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I REALLY wonder if this race ends up being far less of a "close race" than expected. It wouldn't shock me if pollsters more and more tweak their numbers to always show it as a close race, because there is just too much downside risk to them getting it "wrong."

If so, this could be a very different systemic bias in the polls than in previous cycles, where instead of tilting the poll to one party or the other they are simply tilting the poll to show something close to a 50/50 split.

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I think it's possible Harris will win handily in the Blue Wall states and lose handily in the other swing states. That's 270-268, a closer PV, but a smaller margin in the tipping point state.

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This seems like a really likely scenario too

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Not according to Nate. He says the most likely two scenarios are that either Trump or Harris sweeps the seven swing states.

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The Blue Wall to 270 EV is the #4 most likely scenario right now.

3.5% in the Monte Carlo.

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But note that the combined probability of either of those outcomes was still less than 50%.

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I didn’t say that’s what the model said, I said that I’m betting on the scenario that the New York Times (one of the few to not weight by recalled vote and not be herding now) is indicating - Harris does better in the rust belt (and NC, maybe) than the sun belt.

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All the polling averages are showing her better in the rust belt too though. But “better” is still just even with Trump.

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By a hair, I think the gap will be 2-4 points, maybe 5

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That article is more than a week or two old now, maybe its now longer accurate?

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Yep, that's where it's likely to end up. Harris with 270. Nevada, Arizona, Georgia, and North Carolina are unlikely.

I have hope for her in the rust belt, primarily because of

Anne Selzer's comments earlier that Iowa took an unexpected shift to the left when she showed Harris behind only four points.

Another positive sign for Harris is the female turnout, which should be voting predominantly Harris except in some of these Southern States. And the disaffected Republicans, we have quite a few of those here in Wisconsin.

The combination of the women, the young people and the disaffected Republicans should do it.

I think the young males will gravitate to Trump. The Macho thing. Tough guy and all that crap. They're not looking at his associations with Victor Orban and his complete dismantling of democracy in Hungary, which, of course, is what Trump would just love to do here. Doubt they have a clue on what has happened in that country.

With such a narrow EV, of course, there will be huge battles, all the way up to the Supreme court.

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Don't read too much into the Selzer +4. While Anne is an honest pollster, and a good one, the inherent limitations of polling can mean she isn't going to hit the nail on the head every time. Her September poll in 2020 showed a tied race, where the actual result was +8.

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I think Harris has a chance in 1 or 2 of AZ NV NC GA due to abortion bans and abortion ballot measures.

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This worries me. Makes me sad we didn't fix the Blue Dot in Nebraska... Imagine if Trump loses because one state representative didn't vote to get rid of it!

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Praise the Lord and pass the champagne. God is still looking out for us.

You want to go to a Victor Orban Hungary, have at it. Read and weep:

https://www.google.com/search?q=call+Victor+Orban+dismantled+democracy+in+Hungary&oq=call+Victor+Orban+dismantled+democracy+in+Hungary&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIJCAEQIRgKGKABMgkIAhAhGAoYoAEyCggDEAAYgAQYogQyCggEEAAYgAQYogTSAQg1Mjk4ajFqN6gCFLACAQ&client=ms-android-americamovil-us-revc&sourceid=chrome-mobile&ie=UTF-8

Thoroughly disgusting. And this is Trump's BFF. Does no one pay attention?

When people tell you who they are - believe them

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You've said this before and I like the idea. I used to say that when people say what they'll DO, believe them. (People never do; they say, Oh, he didn't really mean that ----) But your slant on it is good, too, IMO.

Although it seems to me important to make sure it's real: who people are and what they want to do are often enemy propaganda and not true at all. I think that's a good principle, too, that before we act or come to a conclusion about something, first ask, Is it real?

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Why would you be against more democratic representation?

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I think anyone would be against an isolated increase in democratic representation that caused their preferred candidate to lose. For instance, I'd imagine anyone who is for Kamala would be against more democratic representation in the way California allocates its electoral votes.

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If they want to do it, go ahead -- just not weeks before the election when they know Maine can't do the same thing.

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sadly, they don't. I wish they would now.

Why does it need to be tied to Maine? States can allocate however they want.

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You make a fair point. But you are not talking about an isolated increase. You are talking about an isolated decrease, i.e., taking away the voting power that people currently have.

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it's not taken away. They could still vote in NE. It's just that the electoral votes would be determined by state rather than by district.

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I wonder if that would be so bad.

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It would definitely be good. Regardless of which candidate wins, a definitive victory is MUCH better for the country than a nailbiter

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No, I mean if polls sapped their credibility by hewing to "close" regardless of the truth. We could stop obsessing about them and just vote.

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Gotcha, I misunderstood.

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They had Biden by +8 in 2020, trust me, they're not that worried about it.

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Is this substantially different from fraud?

It seems worse than p hacking in academia.

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Pollster degrees of freedom sound like a thing. Maybe polling models should be preregistered before the election cycle? Including decision trees for weird circumstances.

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That would be good. An form of honesty and accountability would be good.

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Academia at least gives people incentives to buck the trends. People who go against the conventional wisdom get attention, and in academia attention is good. People count your citation numbers, not whether those citations agree with you or disagree with you.

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One of the pieces of evidence I find personally convincing for "why is climate change probably not a hoax" given that I don't have the science background to personally muck around in too fancy of climate models is "Mannnn, anything suggesting that climate change wasn't happening or wasn't manmade which could hold any sort of water in peer review would get any fresh young academic tenure SO fast. All the citations. And somehow those papers have not come out. Hmm, I wonder why."

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Academia gives people incentives to buck the trends? Try writing a thesis critical of climate change, gender dysphoria or any other controversial popular topic and watch your academic career get destroyed.

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If you make a point that is at all controversial, you’ll have a million people citing your work to say why it’s wrong. Sure you’ll have a mob after you, but your name will instantly be big, and some place will hire you (though maybe not in the field you thought you were working in). A department of climate science might not hire you, but a department of geology or petroleum engineering or earth science will, especially at a second tier university that wants to get attention. And having a guaranteed job at a second tier university is great, given the risks and uncertainties of academia generally (unless you’re already at a top tier place with security).

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Google Judith Curry

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She seems like someone who had a full career, became both chair of department, and was given the title emerita on retirement. Sounds like she did just fine in academia.

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But then she bucked the trend and was forced out. So you think that shows she had academic freedom? And that it's ok to fire her if she only had a few more years to work anyway? Your point was academia gives people incentive to buck the trend and I think it's one of the worst for forcing conformity.

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She seems to have retired to concentrate more on commercial interests. These include being part of a company to better predict local weather for commerce. This includes improving the predictions for, and maximising the income of, wind farms.

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