As we get closer and closer... the polls are getting stranger and stranger.
The OK News
Biden's lead is pretty steady. It's at 9.0% on Fivethirtyeight, from 9.2 a day ago. It has been drifting from its high, but not quick enough that the race will be close, at this point. RCP has Biden's lead rising a bit to 7.5%.
The strange thing is that most pollsters have the race steady at about a 10 point Biden lead. The change seems to be coming from ideological pollsters. There are more republican ones (although they're mostly run by the same people), but some democratic leaning ones too.
Take for instance, the Public Religion Research Institute. The poll shows a 19 point lead for Biden. With a name like that, you may expect they are a right wing evangelical pollster, but that's not the case. Aside from the obvious "who will you vote for" stuff, all of the pollster's questions are about police brutality and systemic racism. Of course, this doesn't mean their result is wrong, but when the results are so far from the mean, and they have a clear ideology, you should be taking your salt tablet.
On the other end, Spry Strategies has Biden up by a mere 2 points, which would probably lead to an electoral college victory. But, a look at their questions shows that every one is about trans people being allowed in female spaces, which they are opposed to. Again, that doesn't mean they're wrong, but there is a clear result they want the poll to show. And when they are so off from the norm, you have to wonder if, like the PRRInstitute, they may have sampled in such a way to show what they want to show.
And of course, our friends at Rasmussen continue their ping pong polling, showing Trump up by 1, a three point shift from last week. Over the past month, they've had Biden up 1, Biden up 8, Biden up 12, Biden up 5, Biden up 3, Trump up 2, Biden up 2, Trump up 1. Those are... interesting results. Everyone else has shown a relatively stable race.
This may be a case where the median is more useful than the mean... but I don't have the median. The overall picture is that the race is around the same. Whether you think it is tightening depends on how much faith you place in the ideological pollsters to put their views aside and do a fair analysis.
The Bad News
As always, this is a pro-Biden post, so flip the adjective if you are on the other end. IPSOS is showing a rather narrow race in Florida and Arizona, with Biden leading by a point in either. Harper polling shows the same in North Carolina. If Biden loses Pennsylvania, he needs at least one of these states. They are all within the margin of error.
The Good News
Maine's second district is now projected to vote for Biden. This is just one vote, but it's the little district that could decide the election. If Trump wins all the swing states, except for Michigan, Pennsylvania, and Nebraska's 2nd, which is not a totally crazy scenario, then ME-2 would be the difference between a Biden win and a tie (which likely means a Trump 2nd term).
Two recent polls have Biden up by 4 in the district. The only poll that has shown Biden losing there had a Trump margin of 8 by a shaky pollster (which had Trump winning 20% of registered Democrats), so really Biden's lead is probably stable. Overall, Biden is winning Maine by 10+points.
Another Montana poll has the state close, this time a 7 point lead, while a South Carolina poll shows Biden up by 8. These are not great numbers in states where Trump won by about 20 and 15. Normally, one should dismiss polls in states like that, because they are so infrequently polled and individual polls can mislead, but the results are consistently showing Biden within 10. This doesn't mean Biden will win either, he almost definitely won't, but it may be a hint to what turnout will look like.
The Great News
Georgia and North Carolina have a weird yin and yang thing going on. When Biden dips in one, he seems to do better in the other. This is probably just normal margin of error stuff, but it's interesting.
The last few polls in Georgia have been good for Biden. Civiqs showed him up by 5. I'm mistrustful of them, but Monmouth has Biden up by 4 today. These polls have given Biden an overall lead in Georgia, and he's favored to win there (albeit very slightly). Polls in Georgia were right on the money in 16, predicting a 4.8 Trump lead just .3 off from the actual result. If Georgia is close this year, it seems likely that Biden will increase by at least 1% in the rust belt. Sure they're different regions, but you'd expect some similarity. Moreso, you'd expect Biden to do better in nearby North Carolina and Florida, where Clinton lost by 3.6 and .9%. A close race in Georgia also holds important Senate implications.
That seems to be holding in North Carolina, but Florida just kind of does Florida things. Basically every poll there, except for right wing polls we've discussed earlier, have Biden up by 2, which seems to be the case no matter how other states fluctuate. It's actually been a little bit since there have been highly regarded polls in Florida.
The WTF News
The biggest news in polling comes from the state of Wisconsin. Marquette has Biden up by 6, which is fine, but a little below average. Washington Post has Biden up by 17 O_O...
And I don't know how I feel about this. You'd expect I'd be happy about it, but it's one of those things that seems too good to be true. It's not completely out of left field. Other polls had Biden hovering around 10 and even as high as 12. And, Washington Post is unlikely to be blatantly manipulating the data.
The Post's theory is that this is a legitimate increase in Biden's chances due to midwest becoming the latest Covid hotspot. Local media is focused on Covid, as well they should be, as cases spike across the area. Trump's handling of the coronavirus is his weakest point, so maybe there is an actual shift.
More than likely though this is just an outlier. If Biden's lead is actually around 9 points, then a result of 15 would be at the high end by within the margin of error (based on my understanding). 17 isn't that far off.
Alternatively... it could mean the polling is fucked. This is unlikely, but I still have 2016 flashbacks. I think this result bothers me because Biden is in a good position, and anything upsetting the balance, even if it seems to be good for Biden, makes me antsy.
In Pennsylvania, another black man was shot and killed by police. I haven't looked into this, so I have no idea whether this was justified or not, but the people there are not happy, and there have been protests, and riots. Looking at this from an electoral standpoint, this probably isn't great for Biden. The protests and riots haven't exactly been helping Trump in the polls, but again, when Biden's lead is the status quo, any change is worrisome.
Biden's lead in Pennsylvania is around 5, and it seems like a given at this point that a win in PA will also mean wins in Minnesota, Michigan, Wisconsin, and the USA. Biden's lead is about double what Clinton had on election day according to RCP (3.8 vs 2.1), and a bit higher on 538 (5.1 vs 3.7), so it would take a bigger error for Trump to win.
The Supreme Court's Role
The Supreme Court split 4-4 earlier on deciding whether or not to invalidate a PA law allowing ballots to be counted late. With Justice Barrett added to the bench, they tried again. The court unanimously decided not to hear the case. While three justices (anyone who follows them could figure it out) said that the changes might be illegal, the court interfering so close to the election would cause more harm than good.
When the court is unanimous, that is often a statement. Hopefully, this is the path the Court will take, and absence any legitimate claim of fraud, they will stay out of the process.
Overall
And that's where we stand. Contrary to popular belief that Clinton's loss was completely out of left field, she dropped pretty drastically over the last week or so, until fivethirtyeight gave her about a 70% chance. Trump in contrast has an 11% chance at this point now. On RCP, Biden is up by 5.6 points over where Clinton was nationwide, and polling better by 1.5% in Battleground states.
All signs point to Biden, but we'll see.