Posts Tagged ‘FiveThirtyEight’
The Comey Files
About a month ago, for some reason, I decided to write a blog post about James Comey. I was inspired by an article by Nate Silver titled “The Comey Letter Probably Cost Clinton the Election,” which outlined its case in compelling terms:
Hillary Clinton would probably be president if FBI Director James Comey had not sent a letter to Congress on Oct. 28. The letter, which said the FBI had “learned of the existence of emails that appear to be pertinent to the investigation” into the private email server that Clinton used as secretary of state, upended the news cycle and soon halved Clinton’s lead in the polls, imperiling her position in the Electoral College…At a maximum, it might have shifted the race by three or four percentage points toward Donald Trump, swinging Michigan, Pennsylvania, Wisconsin and Florida to him, perhaps along with North Carolina and Arizona. At a minimum, its impact might have been only a percentage point or so. Still, because Clinton lost Michigan, Pennsylvania and Wisconsin by less than one point, the letter was probably enough to change the outcome of the Electoral College.
Silver added that this fact has largely gone unacknowledged by the media: “From almost the moment that Trump won the White House, many mainstream journalists have been in denial about the impact of Comey’s letter…The motivation for this seems fairly clear: If Comey’s letter altered the outcome of the election, the media may have some responsibility for the result.” He concluded:
One can believe that the Comey letter cost Clinton the election without thinking that the media cost her the election—it was an urgent story that any newsroom had to cover. But if the Comey letter had a decisive effect and the story was mishandled by the press…the media needs to grapple with how it approached the story.
Of course, there’s more than one way to read the evidence. Silver’s doppelgänger, Nate Cohn of the New York Times, looked at the data for “the Comey effect” and argued against it:
These polls are consistent with an alternative election narrative in which the Comey letter had no discernible effect on the outcome. In this telling, Mrs. Clinton had a big lead after the third presidential debate…But her advantage dwindled over the following week, as post-debate coverage faded and Republican-leaning voters belatedly and finally decided to back their traditional party’s nontraditional candidate…In such a close election, anything and everything could have plausibly been decisive.
The italics are mine. No matter what you believe about what Comey did, it’s that “anything and everything” that haunts me, at least in terms of what politicians—and the rest of us—can hope to learn from the whole mess. As Nate Silver said at the end of his piece, again with my emphasis:
In normal presidential campaigns, preparing for the debates, staging the conventions and picking a solid running mate are about as high-stakes as decisions get…If I were advising a future candidate on what to learn from 2016, I’d tell him or her to mostly forget about the Comey letter and focus on the factors that were within the control of Clinton and Trump.
When you think about it, this is an extraordinary statement. Comey’s letter may have been decisive, but it isn’t the kind of development that a candidate can anticipate, so the best policy is still to concentrate on the more controllable factors that can cause a race to tighten in the first place.
As far as takeaways are concerned, this one isn’t too bad. It’s basically a reworking of the familiar advice that we should behave as prudently and consistently as we can, independent of luck, which positions us to deal with unforeseen events as they arise. I was preparing to write a post on that subject. Then a lot of other stuff happened, and I dropped it. Now that Comey is back in the news, I’ve been mulling it over again, and it occurs to me that the real case study in behavior here isn’t Clinton or Trump, but Comey himself—and it speaks as much to the limits of this approach as to its benefits. Regardless of how you feel about the consequences of his choices, there’s no doubt, at least in my mind, that he has behaved consistently, making decisions based on his own best judgment and thinking through the alternatives before committing himself to a course of action, however undesirable it might be. This didn’t exactly endear him to Democrats during the election, and afterward, it left him isolated in an administration that placed a premium on other qualities. Comey’s prepared testimony is remarkable, and as Nick Asbury of McSweeney’s points out, it reads weirdly in places like a Kazuo Ishiguro novel, but this is the paragraph that sticks with me the most:
Near the end of our dinner, the President returned to the subject of my job, saying he was very glad I wanted to stay, adding that he had heard great things about me from Jim Mattis, Jeff Sessions, and many others. He then said, “I need loyalty.” I replied, “You will always get honesty from me.” He paused and then said, “That’s what I want, honest loyalty.” I paused, and then said, “You will get that from me.”
Comey adds: “It is possible we understood the phrase ‘honest loyalty’ differently, but I decided it wouldn’t be productive to push it further. The term—honest loyalty—had helped end a very awkward conversation.” And many of his actions over the next few months seem to have been designed to avoid such awkwardness again, to the point where he reportedly asked Attorney General Jeff Sessions not to leave him alone with Trump.
Comey, in short, was behaving like a man who had arrived at the uncomfortable realization that despite his adherence to a personal code, he was stranded in a world in which it no longer mattered. If he had managed to hang on, he would have endured as the least popular man in Washington, distrusted by Democrats and Republicans alike. Then Trump fired him, which was an unforeseeable event in his life comparable to the havoc that his letter had wreaked on the election. The logic behind the move, to the extent that it had any at all, was expressed by Jared Kushner, a strong advocate of the firing, as the New York Times outlined his alleged reasoning: “It would be a political ‘win’ that would neutralize protesting Democrats because they had called for Mr. Comey’s ouster over his handling of Hillary Clinton’s use of a private email server.” That isn’t quite how it turned out, and there’s something undeniably funny in how quickly progressives like me rallied behind Comey, like Homer Simpson deciding that he’s been an Isotopes fan all along. Yet this was also when Comey’s strategy finally paid off. It wouldn’t have been as easy for liberals to flip the switch if it hadn’t been obvious that Comey was fundamentally a decent man, regardless of how badly he misjudged the political environment in which his actions would be received. (The evidence suggests that Comey made the same mistake as a lot of other rational actors—he simply thought that Clinton would win the election no matter what he did.) It’s a moment of vindication for the unfashionable virtues of punctuality, personal attention, courage, and thoroughness, which have been trampled into the mud over the last six months, in no small part because of Comey’s letter. If anything undermines Nate Silver’s argument that political candidates should focus on “factors that were within the control of Clinton and Trump,” it’s Trump himself, who has handled countless matters as badly as one could imagine and still fallen backwards into a position of incomprehensible power. If you were to freeze the picture here, you could only conclude that everything you believed about how to act in life was wrong. Maybe it is. But I don’t think so. The story isn’t over yet. And if there’s any lesson that we can take from the Comey affair, it’s that we should all act with an eye on the long game.
The poll vaccine
Over the last few days, a passage from Gravity’s Rainbow by Thomas Pynchon has been rattling around in my head. It describes a patient at “The White Visitation,” a mental hospital in southern England that has been given over for the duration of the war to a strange mixture of psychological warfare operatives, clairvoyants, and occultists. See if you can figure out why I’ve been thinking about it:
At “The White Visitation” there’s a long-time schiz, you know, who believes that he is World War II. He gets no newspapers, refuses to listen to the wireless, but still, the day of the Normandy invasion somehow his temperature shot up to 104°. Now, as the pincers east and west continue their slow reflex contraction, he speaks of darkness invading his mind, of an attrition of self…The Rundstedt offensive perked him up though, gave him a new lease on life—“A beautiful Christmas gift,” he confessed to the residents of his ward, “it’s the season of birth, of fresh beginnings.” Whenever the rockets fall—those which are audible—he smiles, turns out to pace the ward, tears about to splash from the corners of his merry eyes, caught up in a ruddy high tonicity that can’t help cheering his fellow patients. His days are numbered. He’s to die on V-E Day.
In case it isn’t obvious, the patient is me, and the war is the election. There are times when it feels like I’m part of an experiment in which all of my vital organs have been hooked up to Nate Silver’s polling average—which sounds like a Black Mirror spec script that I should try to write. I go from seeking out my equivalent of the Watergate fix every few minutes to days when I need to restrict myself to checking the news just once in the morning and again at night. Even when I take a technology sabbath from election coverage, it doesn’t help: it’s usually the last thing that I think about before I fall asleep and the first thing that comes to mind when I wake up, and I’ve even started dreaming about it. (I’m pretty sure that I had a dream last night in which the charts on FiveThirtyEight came to life, like August Kekulé’s vision of the snake biting its own tail.) And the scary part is that I know I’m not alone. The emotional toll from this campaign is being shared by millions on both sides, and no matter what the result is, the lasting effects will be those of any kind of collective trauma. I think we’ve all felt the “attrition of self” of which Pynchon’s patient speaks—a sense that our private lives have been invaded by politics as never before, not because our civil liberties are threatened, but because we feel exposed in places that we normally reserve for the most personal parts of ourselves. For the sake of my own emotional health, I’ve had to set up psychological defenses over the last few months that I didn’t have before, and if Donald Trump wins, I can easily envision them as a way of life.
But maybe that isn’t a bad thing. In fact, I’ve come to see this campaign season as a kind of vaccine that will prepare us to survive the next four years. If there’s one enduring legacy that I expect from this election, it’s that it will turn large sections of the population away from politics entirely as a means of achieving their goals. In the event of a Clinton victory, and the likelihood of a liberal Supreme Court that will persist for decades, I’d like to think that the pro-life movement would give up on its goal of overturning Roe v. Wade and focus on other ways of reducing the abortion rate as much as possible. (Increasing support for single and working mothers might be a good place to start.) A Trump presidency, by contrast, would force liberals to rethink their approaches to problems like climate change—and the fact that I’m even characterizing it as a “liberal” issue implies that we should have given up on the governmental angle a long time ago. Any attempt to address an existential threat like global warming that can be overturned by an incoming president isn’t an approach that seems likely to succeed over the long term. I’m not sure how a nongovernmental solution would look, but a president who has sworn to pull out of the Paris Agreement would at least invest that search with greater urgency. If nothing else, this election should remind us of the fragility of the political solutions that we’ve applied to the problems that mean the most to us, and how foolish it seems to entrust their success or failure to a binary moment like the one we’re facing now.
And this is why so many of us have found this election taking up residence in our bodies, like a bug that we’re hoping to shake. We’ve wired important parts of our own identities to impersonal forces, and we shouldn’t be surprised if we feel helpless and unhappy when the larger machine turns against us—while also remembering that there are men, women, and children who have more at stake in the outcome than just their hurt feelings. Immediately before the passage that I quoted above, Pynchon writes:
The War, the Empire, will expedite such barriers between our lives. The War needs to divide this way, and to subdivide, though its propaganda will always stress unity, alliance, pulling together. The War does not appear to want a folk-consciousness, not even of the sort the Germans have engineered, ein Volk ein Führer—it wants a machine of many separate parts, not oneness, but a complexity…Yet who can presume to say what the War wants, so vast and aloof is it…Perhaps the War isn’t even an awareness—not a life at all, really. There may be only some cruel, accidental resemblance to life.
Replace “the War” with “the Election,” and you end up with something that feels very close to where we are now. There does seem to be “some cruel, accidental resemblance to life” in the way that this campaign has followed its own narrative logic, but it has little to do with existence as lived on a human scale. Even if we end up feeling that we’ve won, it’s worth taking that lesson to heart. The alternative is an emotional life that is permanently hooked up to events outside its control. And that’s no way to live.
Keeping us in suspense
At last night’s presidential debate, when moderator Chris Wallace asked if he would accept the outcome of the election, Donald Trump replied: “I’ll keep you in suspense, okay?” It was an extraordinary moment that immediately dominated the headlines, and not just because it was an unprecedented repudiation of a crucial cornerstone of the democratic process. Trump’s statement—it seems inaccurate to call it a “gaffe,” since it clearly reflects his actual views—was perhaps the most damaging remark anyone could have made in that setting, and it reveals a curious degree of indifference, or incompetence, in a candidate who has long taken pride in his understanding of the media. It was a short, unforgettable sound bite that could instantly be brought to members of both parties for comment. And it wasn’t an arcane matter of policy or an irrelevant personal issue, but an instantly graspable attack on assumptions shared by every democratically elected official in America, and presumably by the vast majority of voters. Even if Trump had won the rest of the debate, which he didn’t, those six words would have erased whatever gains he might have made. Not only was it politically and philosophically indefensible, but it was a ludicrous tactical mistake, an unforced error in response to a question that he and his advisors knew was going to be asked. As Julia Azari put it during the live chat on FiveThirtyEight: “The American presidency is not the latest Tana French novel—leaders can’t keep the people in suspense.”
But the phrase that he used tells us a lot about Trump. I’m speaking as someone who has devoted my fair share of thought to suspense itself: I’ve written a trilogy of thrillers and blogged here about the topic at length. When I think about the subject, I often start with what John Updike wrote in a review of Nabokov’s Glory, which is that it “never really awakens to its condition as a novel, its obligation to generate suspense.” What Updike meant is that stories are supposed to make us wonder about what’s going to happen next, and it’s that state of pleasurable anticipation that keeps us reading. It can be an end in itself, but it can also be a literary tool for sustaining the reader’s interest while the writer tackles other goals. As Kurt Vonnegut once said of plot, it isn’t necessarily an accurate representation of life, but a way to keep readers turning pages. Over time, the techniques of suspense have developed to the point where you can simulate it using purely mechanical tricks. If you watch enough reality television, you start to notice how the grammar of the editing repeats itself, whether you’re talking about Top Chef or Project Runway or Jim Henson’s Creature Shop. The delay before the judges deliver their decision, the closeups of the faces of the contestants, the way in which an editor pads out the moment by inserting cutaways between every word that Padma Lakshmi says—these are all practical tools that can give a routine stretch of footage the weight of the verdict in the O.J. Simpson trial. You can rely on them when you can’t rely on the events of the show itself.
And the best trick of all is to have a host who keeps things moving whenever the contestants or guests start to drag. That’s where someone like Trump comes in. He’s an embarrassment, but he’s far from untalented, at least within the narrow range of competence in which he used to operate. When I spent a season watching The Celebrity Apprentice—my friend’s older sister was on it—I was struck by how little Trump had to do: he was only onscreen for a few minutes in each episode. But he was good at his job, and he was also the obedient instrument of his producers. He has approached the campaign with the same mindset, but with few of the resources that are at an actual reality show’s disposal. Trump’s strategy has been built around the idea that he doesn’t need to spend money on advertising or a ground game, as long as the media provides him with free coverage. It’s an interesting experiment, but there’s a limit to how effective it can be. In practice, Trump is less like the producer or the host than a contestant, which reduces him to acting like a reality star who wants to maximize his screen time: say alarming things, pick fights, act unpredictably, and generate the footage that the show needs, while never realizing that the incentives of the contestants and producers are fundamentally misaligned. (He should have just watched the first season of UnREAL.) When he says that he’ll keep us in suspense about accepting the results of the election, he’s just following the reality show playbook, which is to milk such climactic moments for all they’re worth.
Yet this approach has backfired, and television provides us with some important clues as to why. I once believed that the best analogy to Trump’s campaign was the rake gag made famous by The Simpsons. As producer Al Jean described it: “Sam Simon had a theory that if you repeat a joke too many times, it stops being funny, but if you keep on repeating it, it might get really funny.” Trump performed a rake gag in public for months. First we were offended when he made fun of John McCain’s military service; then he said so many offensive things that we became numb to it; and then it passed a tipping point, and we got really offended. I still think that’s true. But there’s an even better analogy from television, which is the practice of keeping the audience awake by killing off major characters without warning. As I’ve said here before, it’s a narrative trick that used to seem daring, but now it’s a form of laziness: it’s easier to deliver shocking death scenes than to tell interesting stories about the characters who are still alive. In Trump’s case, the victims are ideas, or key constituents of the electorate: minorities, immigrants, women. When Trump turned on Paul Ryan, it was the equivalent of one of those moments, like the Red Wedding on Game of Thrones, when you’re supposed to gasp and realize that nobody is safe. His attack on a basic principle of democracy might seem like more of the same, but there’s a difference. The strategy might work for a few seasons, but there comes a point at which the show cuts itself too deeply, and there aren’t any characters left that we care about. This is where Trump is now. And by telling us that he’s going to keep us in suspense, he may have just made the ending a lot less suspenseful.
The Watergate Fix
“I must get my Watergate fix every morning,” Gore Vidal famously said to Dick Cavett in the final days of the Nixon administration. In his memoir In Joy Still Felt, Isaac Asimov writes: “I knew exactly what he meant.” He elaborates:
I knew we had [Nixon]…From that point on, I took to combing the Times from cover to cover every morning, skipping only the column by Nixon’s minion William Safire. I sometimes bought the New York Post so I could read additional commentary. I listened to every news report on the radio.
I read and listened with greater attention and fascination than in even the darkest days of World War II. Thus my diary entry for May 11, 1973, says, “Up at six to finger-lick the day’s news on Watergate.”
I could find no one else as hooked on Watergate as I was, except for Judy-Lynn [del Rey]. Almost every day, she called me or I called her and we would talk about the day’s developments in Watergate. We weren’t very coherent and mostly we laughed hysterically.
Now skip ahead four decades, and here’s what Wired reporter Marcus Wohlsen wrote earlier this week of a “middle-age software developer” with a similar obsession:
Evan is a poll obsessive, FiveThirtyEight strain—a subspecies I recognize because I’m one of them, too. When he wakes up in the morning, he doesn’t shower or eat breakfast before checking the Nate Silver-founded site’s presidential election forecast (sounds about right). He keeps a tab open to FiveThirtyEight’s latest poll list; a new poll means new odds in the forecast (yup). He get push alerts on his phone when the forecast changes (check). He follows the 538 Forecast Bot, a Twitter account that tweets every time the forecast changes (same). In all, Evan says he checks in hourly, at least while he’s awake (I plead the Fifth).
Wohlsen notes that the design of FiveThirtyEight encourages borderline addictive behavior: its readers are like the lab rats who repeatedly push a button to send a quick, pleasurable jolt coursing through their nervous systems. The difference is that polls and political news, no matter how favorable to one side, deliver a more complicated mix of emotions—hope, uncertainty, apprehension. But as long as the numbers are trending in the right direction, we can’t get enough of them.
And it’s striking to see how little the situation has changed since the seventies, apart from a few advances in technology. Asimov had to buy two physical newspapers to get his fix, while we can click effortlessly from one source to another. On the weekend that the Access Hollywood recording was released, I found myself cycling nonstop between the New York Times, Politico, Talking Points Memo, the Washington Post—where I rapidly used up my free articles for the month—and other political sites, like Daily Kos, that I hadn’t visited in years. (I don’t think I’ve been as hooked on political analysis since George W. Bush nominated Harriet Miers to the Supreme Court, which still stands out as a golden age in my memories.) Like Asimov, who skipped William Safire’s column, I also know what to avoid. Instead of calling a friend to talk about the day’s developments, I read blog posts and comment threads. Not surprisingly, the time I spend on all this is inversely correlated to the trajectory of the Trump campaign. During a rough stretch in September, I deleted FiveThirtyEight from my bookmarks because it was causing me more anxiety than it was worth. I still haven’t put it back, perhaps on the assumption that if I have to type it into my address bar, rather than clicking on a shortcut, I won’t go back as often. In practice, I’ll often use a quick spin through FiveThirtyEight, Politico, and Talking Points Memo as my reward for getting through half an hour of work, which is the only positive behavior on my part to come out of this entire election.
Of course, there are big differences between Vidal and Asimov’s Watergate fix and its equivalent today. By the time Haldeman and Ehrlichman resigned, Nixon’s goose was pretty much cooked, and someone like Asimov could take unmixed pleasure in his comeuppance. Trump, by contrast, could still get elected. More surprising is the fact that the overall arc of this presidential campaign has been mostly unresponsive to the small daily movements that analytics are meant to track. As Sam Wang of the Princeton Election Consortium recently pointed out, this election has actually been less volatile than usual, and its shape has remained essentially unchanged for months, with Clinton holding a national lead of between two and six points over Trump. It seems noisy, but only because every move is subjected to such scrutiny. In other words, our obsession with polls creates the psychological situation that we’re presumably trying to avoid: we’re subjectively experiencing this race as more volatile than it really is. Our polling fix isn’t rational, at least not from the point of view of minimizing anxiety. As Wohlesen says in Wired, it’s more like a species of magical thinking, in which we place our trust in a certain kind of magician—a data wizard—to see us through an election in which the facts have been treated with disdain. At my lowest moments last month, I would console myself with the thought of Elan Kriegel, Clinton’s director of analytics. The details didn’t matter; it was enough that he existed, and that I could halfway believe that he had access to magic that allowed him to exercise some degree of control over an inherently uncontrollable future. Or as the Wired headline put it: “I just want Nate Silver to tell me it’s all going to be fine.”