There were also exactly ZERO big upsets (and 7 mild upsets) out of 535 house seats. Perhaps if you just follow American politics, you're used to 98% certainty, but if you step out of the red, white and blue sphere, it is pretty remarkable how predictable American elections are (goes for 2016 and 2018 also.)
Thursday, November 19, 2020
Hot takes from the election
There were also exactly ZERO big upsets (and 7 mild upsets) out of 535 house seats. Perhaps if you just follow American politics, you're used to 98% certainty, but if you step out of the red, white and blue sphere, it is pretty remarkable how predictable American elections are (goes for 2016 and 2018 also.)
Thursday, November 5, 2020
Homestretch in PA, GA & AZ
OK.. There seems to be a lot of confusion about how many votes are left and such. One thing we know for real, however, are the margins. So what I will do below is to plot the real margin vs assumed number of votes left.
The narrowing of the lead has been remarkably linear in PA (I went in to the reasons why in the previous post), and piecewise linear (it transitioned to a slightly smaller slope on Thursday and back on track on Friday) in GA.
Pennsylvania
Assuming 340375 votes were left when the margin was 97900
Georgia
Arizona
State of the races in PA, GA and AZ
8am Thursday: Biden looks in a terrific position (I would say > 95%) to win Pennsylvania, and in a reasonable position to win Georgia (I would say about 60%). Again, these are for insurance if AZ or NV flips to Trump (and I would give a 30% chance of that happening). OK.. I made up all the numbers above, but you can make your inferences based on the below.
Pennsylvania:
89% has been counted and Trump's lead has been steadily declining as seen in the plot below. The decline has been remarkably linear. The reason is that almost all of the votes are coming from mailed-in ballots in very heavily democratic counties (Mainly in Philadelphia where Biden has been winning 80-20). Also, in PA, Biden is crushing Trump 80-20 on the early vote. According to the plot, Biden will cross Trump when approximately 95% of the vote is counted and will win by about 200k. If the first or second derivatives show a change, I will spot it an update the prediction.
The main uncertainty is with regard to how many votes are left to count. If Biden maintains his current rate, he'd win with 350k votes left. Looks like there may be at least 650k votes left to count. So even if the rate of winning flattens out, he should be in a good position.
Georgia:
Georgia officials say that 61000 absentee ballots are left, and they are most highly concentrated in Fulton (Atlanta) and Chatham (Savannah). Biden is behind by 18500, meaning he'd need to win 68% of the remaining votes. He has been doing better than that over the past many hundred thousand votes.
Here is the clearest picture on how many are left, and where
https://www.ajc.com/politics/about-200000-absentee-ballots-still-need-to-be-counted-in-georgia/BYGJAXV5FRBGBAMA6JPIC7ZL34/?D
25000 left in Fulton, where Biden has been winning by 47% = 11700
7000 left in Clayton, where Biden has been winning by 70% = 4900
So Biden needs to gain roughly 3000 votes out of the remaining 29000. If these were general votes, that'd be more uncertain, but since this is absentee, he has a very good shot.
1:20pm Update. With 50401 votes left, Biden is behind by 13540. As reliable as it gets (from GA SOS). So he needs to win 63% of the remaining votes. Doable.
Arizona:
About 470k ballots are left and Trump is trailing by about 68k. If Trump wins by the same rate as he won last night (18%), he could come out front by about 10k. But there is no reason to assume linearity as in Pennsylvania for the following reasons:
- PA early votes have been 80-20 for Biden over the past two days CONSISTENTLY and what is left is from that pool. In AZ, there are different types of ballots left to be counted (drop-offs, mail-in, etc). No reason to assume they will all be the same... in fact, the remaining type seems to be less favorable for Trump compared to last night's batch.
- We just don't have enough data points (PA is based on the last 10 updates on nearly 2 M votes, and AZ is based on 2 updates on 50k votes)
- In AZ, ballots are mainly left in blue areas in which Biden has been winning
Tuesday, November 3, 2020
Election night updates
11 pm
12 am
I started tracking and projecting MI and PA. The simple math is that Biden is winning a higher fraction of the early vote than Trump is winning election day votes... and there are more Early votes than election day votes. When X% of the total vote has been counted, I compare it to the total early vote (from electproject.github.io) and the fraction of the early vote counted thus far, and I ran the numbers assuming the % early and % election day numbers hold up for each candidate. This is assuming that reporting is accurate (and it ignores 3rd party candidates, so there will be +/- 2% error, but that's the margin anyway)
2 am
MI: 64% done ; Projection: Biden +311k
PA: 69% done : Projection; Biden +178k
2:25 am
MI: 66 % done ; Projection: Biden + 355k
PA: 72 % done ; Lead: Trump: + 696k ; Projection: Biden + 250k
3:07 am
MI: 71% done ; Lead: Trump + 295k; Projection: Biden + 400k
PA: 74% done ; Lead: Trump +673k ; Projection: Biden +300k
7:07 am
MI: 84% done ; Lead: Trump + 57k; Projection: Biden +690k
PA: 75% done ; Lead: Trump + 620k ; Projection: Biden +378k
9:12 am
MI: 89% done: Lead: Biden + 7k; Projection: Biden +738k
10:57 am
PA: 78% done: Lead: Trump +542k; Projection: Biden + 400k
11:20 am
MI: 92% done: Lead: Biden + 33k; Projection: Biden + 720k
4:30 pm
MI: 97% done: Lead: Biden + 61k; Projection: Biden + 760k
PA: 84% done: Lead: Trump + 320k; Projection: Biden + 720k
Note: As we get closer to the end, my numbers will be inaccurate because I am rounding out noise, ignoring third party candidates, etc.. and assuming whatever the number of votes NYT says is left is actually left. Also, neither PA nor MI seem to be reporting absentee ballots accurately. This will be fixed when we get actual numbers from the SOS
What is most important, however, is to see how Trump's lead is shrinking. When PA was 72% done, he had a 696k lead. When PA is 84% done, he had a 320k lead. Linear extrapolation tells us that Biden will come out on top. While there is no strict reason for this to hold, we know for sure that first and second derivatives don't lie, and that's why continuous monitoring is important. Besides, most of the remaining votes are left in predictable places.
============================
Predictions going into Election Day :
Nate Silver has the blue wall (MN/MI/WI) @ 96%/95%/94% for Biden respectively. That gets Biden to 253.
He needs 17 from the following
----small lead----
NV 6 (87% by Nate Silver, +6 ahead in polls)
PA 20 (87%, +5)
-----borderline------
AZ 11 (70%, + 3)
------polling margin-----
FL 29 (68%)
NC 15 (65%)
In my opinion, Biden only has as much of a shot at winning GA as he has of losing WI, so let's not worry about the likes of GA, IA, etc..
I have no confidence for Biden in FL, and i think Trump will win NC. PA will not finish counting until Friday. So the path to victory is NV+AZ = 17. Corrected for my gut, I'll give Biden a 70% chance of winning tomorrow.
Sunday, August 23, 2020
Favorite Documentaries
Documentary (Series):
- Up (Follows the lives of a few British children .. filmed every 7 years since 1956)
- The Last dance (Michael Jordan's final season & career)
- Tiger king (a league of its own)
- Wild wild country (About the Rajneeshes & Osho's secretary)
- Drive to survive, Season 1 (Inside Formula 1)
Documentary (1-2 hours)
- King of kong (About a bunch of competitive arcade gamers)
- Exit through the gift shop (An amazing documentary about street art)
- Apollo 11 (Amazing footage of the first moon landing. No nonsense.)
- Inside job (Insightful take on the Great Recession)
- Free solo
Not the Gold standard, but still really good
- March of the penguins
- Bowling for Columbine
- Winged migration
- Who killed the electric car?
- Senna
- Triumph of the nerds (Despite the name, a very captivating/informative series about the computer revolution)
- The two Escobars (ESPN documentary about Colombian soccer star & the Colombian drug lord)







