Rachel Bitecofer’s whole analysis is well worth a read.
Barring a shock to the system, Democrats recapture the presidency. The leaking of the Trump campaign’s internal polling has somewhat softened the blow of this forecast, as that polling reaffirms what my model already knew: Trump’s 2016 path to the White House, which was the political equivalent of getting dealt a Royal Flush in poker, is probably not replicable in 2020 with an agitated Democratic electorate. And that is really bad news for Donald Trump because the Blue Wall of the Midwest was then, and is now, the ONLY viable path for Trump to win the White House.
Why is Trump in so much trouble in the Midwest? First, and probably most important, is the profound misunderstanding by, well, almost everyone, as to how he won Michigan, Wisconsin, and Pennsylvania in the first place. Ask anyone, and they will describe Trump’s 2016 Midwestern triumph as a product of white, working class voters swinging away from the Democrats based on the appeal of Trump’s economic populist messaging. Some will point to survey data of disaffected Obama-to-Trump voters and even Sanders-to-Trump voters as evidence that this populist appeal was the decisive factor. And this is sort of true. In Ohio, Trump managed the rare feat of cracking 50%. Elsewhere, that explanation runs into empirical problems when one digs into the data. Start with the numerical fact that Trump “won” Pennsylvania, Wisconsin, and Michigan with 47.22%, 48.18%, and 47.5% of the vote, respectively, after five times the normal number in those states cast their ballots for an option other than Trump or Clinton. This, combined with the depressed turnout of African Americans (targeted with suppression materials by the Russians) and left-leaning Independents turned off by Clinton (targeted with defection materials by the Russians) allowed Trump to pull off an improbable victory, one that will be hard to replicate in today’s less nitpicky atmosphere. Yet, the media (and the voting public) has turned Trump’s 2016 win into a mythic legend of invincibility. The complacent electorate of 2016, who were convinced Trump would never be president, has been replaced with the terrified electorate of 2020, who are convinced he’s the Terminator and can’t be stopped. Under my model, that distinction is not only important, it is everything.
Trump’s second problem is that along with a turnout surge of Democrats that in many states like Virginia is simply larger than the turnout surges of Republicans because of demographics, he is deeply unpopular among Independents because of all the abnormal, norm-breaking and according to the Mueller Report, even illegal things, he does as president. This has left him with an abysmal approval rating averaging just 34.8% in 2019 among Independents, who largely broke against Republicans in the 2018 midterms as my theory predicted. In a follow-up piece to this forecast, I will show that much of this swing among Independents is actually the product of their own turnout surge, which brought more left-leaning Independents out to the polls by the same negative partisanship mechanisms that moved their partisan counterparts. This is why even the Democrat’s sharp drift to the left as they chase their party’s nomination, following the Republicans down the path of ideological polarization won’t have the impact on the vote choice of Independents Republicans are hoping for in 2018.
Does the Democrat’s nominee matter? Sure, to an extent. If the ticket has a woman, a person of color or a Latino, or a female who is also a person of color, Democratic Party turnout will surge more in really important places. If the nominee is Biden he’d be well-advised to consider Democratic voter turnout his number one consideration when drawing his running mate to avoid the critical mistake made by Hillary Clinton in 2016. This is true for any of the white male candidates. If the nominee hails from the progressive wing of the party, it will provoke massive handwringing both within the party and the media that if not controlled could become self-reinforcing. But the Democrats are not complacent like they were in 2016 and I doubt there is any amount of polling or favorable forecasts that will make them so. That fear will play a crucial role in their 2020 victory. We will not see a divided Democratic Party in 2020.
Emphasis added.