Vox On The State Of The Campaign

The feature of this year's presidential campaign that I've found most remarkable is how early key events have been taking place vis-a-vis campaigns in the past that I think are similar. Nobody saw Reagan's landslide over Carter coming in 1980 -- at least nobody in legacy media. George H W Bush's come-from-behind victory over Michael Dukakis in 1988 came only after he called Dukakis a "liberal" at the Republican convention, and it was cemented only by mid-October when Dukakis rode on a tank.

Dubya's more predictable victory over John Kerry in 2004 nevertheless wasn't tacitly acknowledged in legacy media until the Bush campaign's windsurfing ad in late September, after which anonymous Democrats began leaking their complaints about the Kerry campaign. As I've been noting here, though, prominent Democrats have been complaining about the Biden campaign, both anonymously and for attribution, since late last year, and if anything, there have been more of them in recent weeks. I linked to just one such at Axios yesterday, Top Dems: Biden has losing strategy.

Yet again, this is over four months before the election, and even more significant, fully two months before the Democrat convention, to be held August 19-22. The complaints about prior losing campaigns, like Dukakis and Gore, didn't emerge until after the conventions, while Carter's and Hillary's defeats were never on the radar.

A second new, and I think even more perceptive, complaint came Wednesday from Eric Levitz at Vox:

President Joe Biden’s odds of reelection may be worse than they look. And they don’t look great.

. . . As of late May, the Biden campaign was airing $13.6 million worth of ads, while the Trump campaign had yet to spend a single penny on TV spots, according to the Wesleyan Media Project.

This does not mean that there are no pro-Trump ads airing in the US. Outside groups supportive of the GOP candidate have bought $8 million in advertising. But even when you factor in such spending, pro-Biden ads have been outnumbering pro-Trump ads by slightly more than two-to-one.

The problem is, as Levitz points out, that even though the Biden campaign has massively outspent Republicans, all of this money hasn't moved the polls one iota. But Levitz makes an even more important point -- the campaign still has months to go:

Critically, there is little reason to think that Democrats can maintain such supremacy on the airwaves through November. Although Biden has enjoyed a fundraising advantage in the campaign’s first months, Trump and the Republican National Committee have closed the gap in recent weeks, not least because the GOP candidate’s criminal conviction triggered an avalanche of contributions to his campaign. The reason that Trump hasn’t spent any money on ads thus far isn’t because he can’t afford them. Rather, it seems that his team is choosing to hold its fire until the election grows closer.

Therefore, if current polls are accurate, Biden will need to increase his support even as his share of swing-state advertisements declines.

Levitz divines a potential change in Biden's thinking that may lead to a recalibration of his strategy -- he cites

the Biden campaign’s $50 million June ad buy includes a spot that declares, “In the courtroom, we see Donald Trump for who he is. He’s been convicted of 34 felonies, found liable for sexual assault, and he committed financial fraud.”

On the other hand, Trump's fundraising is now outpacing Biden's for the final stretch:

President Joe Biden’s reelection effort and the Democratic National Committee raised a combined $85 million in May, according to exclusive data provided to CNBC by the Biden campaign.

. . . Still, it trailed significantly behind the $141 million that former President Donald Trump’s political operation and the Republican National Committee claim to have raised the same month.

But Levitz misses what I think is a much bigger point: presidential campaigns traditionally started only after Labor Day, and as Nixon once pointed out, nobody paid much attention until after the World Series. This year, the Biden campaign has spent big money on ads all spring, but it will need to keep spending all summer, before the traditional campaign season starts at all. The big observation about Joe's Hollywood fundraiser last weekend was that it raised $30 million, but that will pay for only part of the campaign's new $50 million ad buy.

Except that the Hollywood fundraiser also provided the Trump campaign with the visual of Obama having almost to shove Joe off the stage after yet another freezing episode, which went viral with YouTubers effectively running Trump campaign ads that cost Trump's campaign nothing. How much was that vignette worth?

But this leads to another, but not the final, implication of the extended campaign: it's proving exhausting to Joe. We can see its effect in the video clip of his difficulty climbing into the presidential SUV in Delaware Tuesday night, as well as the stiffness and frailty apparent in his gait as he transferred from Air Force One to Marine One en route to Camp David yesterday. This continues to work in Trump's favor, especially since every recent public appearance by Biden contains some evidence of his increasing fatigue.

But the biggest problem for the Biden campaign is that Levitz, and nearly all his colleagues across the spectrum, are assuming that the polls are static, when even Frank Luntz, who is nothing if not obtuse, is noticing that it's incorrect to say Democrat ad buys aren't moving the needle. The needle is in fact moving, just not toward Biden:

Minnesota is a reliable democratic state and votes Democrat in every presidential campaign and poll after poll. I see Trump within two or three points in Minnesota. I don't think the media understands exactly what's going on right now.

Several recent polls, in fact, have Trump narrowly ahead in Minnesota, like Hill/Emerson. The needle is in fact moving, but the unique factors in this year's campaign continue to favor Trump. I'm still trying to work out what the cause is for this, but at minimum for Trump, it's better to be lucky than good -- but I have a suspicion this gives too little credit to Trump.