The Bulwark

The Bulwark

Home
Shows
Newsletters
Chat
Special Projects
Events
Founders
Store
Archive
About

Share this post

The Bulwark
The Bulwark
What’s the most you ever lost on a coin toss?
Copy link
Facebook
Email
Notes
More
The Triad

What’s the most you ever lost on a coin toss?

The future of Trumpism hangs in the balance.

Jonathan V. Last's avatar
Jonathan V. Last
Nov 04, 2024
∙ Paid
408

Share this post

The Bulwark
The Bulwark
What’s the most you ever lost on a coin toss?
Copy link
Facebook
Email
Notes
More
462
20
Share

Tonight: Election Eve Bulwark+Live for members starts at 9pm. Details and location link here.

Election Day: We’re changing up our plans slightly and going live for everyone starting at 7:30pm ET on the Bulwark YouTube page—click “notify me” to set an alert.


Kamala Harris at the Alliant Energy Center on October 30, 2024 in Madison, Wisconsin. (Scott Olson/Getty Images)

1. Selzer and Times/Sienna

Let’s unpack the big polls from the weekend and what they mean for our outcome distribution. And let’s do it rundown style.

(1) The polls make sense. For weeks I’ve been writing about how the quantitative polling did not match up with qualitative reality of the race. The shorthand expression I’ve used is that if you came down from Mars and watched this race since Harris got in and never saw any head-to-head poll numbers, you’d assume she was running away with it. It didn’t make sense that she was stuck at +2 nationally.

Both Selzer and Times/Sienna show large movement to Harris. They rationalize the qualitative and quantitative.


(2) There should be a late break to Harris if she’s the change candidate. One of my theses over the last 100 days has been that Harris is the change candidate. And if she was the change candidate, then you would expect to see a late break to her.

This late break validates her position as the change agent. Which means that you should expect that the break which Selzer and the NYT saw is continuing in the final 72 hours since they stopped collecting data.


(3) Harris is going to win the popular vote. This hasn’t been in doubt since the Democratic convention.

But if the Selzer/Times/Sienna crosstabs are even directionally correct,

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Bulwark Media
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More