Editors’ Blog
I wanted to give you a heads up that we will soon be kicking off our annual membership drive. It actually wasn’t by design that I published that article a few days ago on the ad market. But it’s kind of fortuitous. You have a sense of why your memberships are so, so critically important. So please keep an eye out for that. If you’re not a member or you’re a former member, consider joining. If you are a member, spread the word to friends and whoever you might think needs a nudge or maybe doesn’t know about TPM. More on this soon. And if you have any questions, let me know at the regular email.
A new episode of The Josh Marshall Podcast is live! This week, Kate and Josh discuss the State of the Union aftermath, Trump’s Social Security slip-up and Republican Ken Buck’s unceremonious departure from the House.
You can listen to the new episode of The Josh Marshall Podcast here.
I want to do a brief follow up to the last few posts I’ve done on the changes in the digital ad market for news. First, I published the charts and a description of what it meant. Then I did a follow up. In those exchanges one of the people taking me to task was a guy who runs a tech site who was saying basically, this is sensationalism and hyperbole! We’re making bank on ads. It’s awesome!
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Schumer on Netanyahu in Context 
There was really quite a stunning development in the Senate this afternoon. Schumer went to the floor to call for new elections in Israel, calling Netanyahu “an obstacle to peace” and going on to say he is pursuing “dangerous and inflammatory policies that test existing standards for assistance.” If Netanyahu remains in power after the war, the U.S. should “play a more active role in shaping Israeli policy by using our leverage to change the present course.”
These words require some context and deconstruction.
Read MoreElliot Morris, the new boss at 538, has up a helpful discussion on the question of just what polls in March mean about the outcome of the November election. As you’d expect, they’re not terribly predictive. In fact, when Morris goes back through 538’s database, which goes back to the 1940s, they’re not really predictive at all and are frequently wildly off. You can read the piece for the examples. Of course that doesn’t mean they’re “wrong” necessarily. It just means they’re not predictive.
The big qualifier is that the big swings from earlier polls to final results have gone down over time. And the big driver of that is partisan polarization. The biggest example of a huge swing from March to November was Jimmy Carter being up by 14 points and then losing to Ronald Reagan by 10 points. Neither of those margins are remotely plausible today in a presidential general election. It just shows how many fewer voters are really up for grabs these days. The other factor which likely constrains movement in the polls, unique to this race, is the fact that the race is between, in effect, two incumbents. We literally know in advance what each man would be like as President.
There’s a good article in Haaretz today about the limits of U.S. sway over Israel with any kind of cut-off in U.S. weapons supplies. The piece is paywalled, so you can’t read it if you don’t have a subscription. But the gist covers a lot of ground we’ve discussed. Israel can make a number of the weapons itself, just not as quickly or cheaply. Most big-ticket items either aren’t being used in Gaza or don’t need to be replaced — aircraft, for instance. What Israel really needs are various munitions. But in the absence of those it might be forced to use bigger and more lethal bombs in Gaza. There’s even the risk that it might boomerang and strengthen Netanyahu at home.
Read MoreSo I was very interested to see what seemed yesterday to be a promised vivisection of, well, me, after my post last week about the collapse of programmatic advertising and how it’s affected the news business. That is the post that included the chart of rapidly declining programmatic ad revenues. Gawker alum Foster Kamer linked to a promised takedown from Ben Smith in which Kamer is quoted and calls on everyone to stop “losing their minds at the death of media” because it’s a “very dumb chart.” (That’s yours truly’s chart: cue to Josh rending his garments.) But when I looked at the Ben Smith column it basically just repeated the points I made in the original post. So having been promised that I would be flayed alive, it turned out that wasn’t the case at all. Total low-energy move basically. But the comments did raise a few other issues that I thought worth mentioning.
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Has Ol’ Man Trump Lost His Touch?
I just noticed a write up on Trump stumbling into saying there’s lots you can do in terms of cutting Social Security and Medicare. The Biden campaign and other Democrats were promptly all over those comments, as you’d expect. But it raises a point that is too little discussed in the campaign dialog. Trump has two big advantages right now. The first is simply that he’s not Joe Biden and Biden’s approval has been low since the fall of 2021. The other is a general sense that things were better before the pandemic. You might say, wait, the pandemic happened on his watch and the worst of it took place during his presidency. But that’s not really the public memory. In any case, those are his two big advantages. And they could get him elected.
What this has tended to obscure, however, is that politically he is very, very rusty. Even in Trumpian terms his speeches these days are disjointed, weird, discordant. And again — not by the standard of who you might want within a mile of the Oval Office. I mean even in terms of Trumpian politics. He’s not the same.
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Biden and Netanyahu Rush to a Breach
I find it very hard to make sense of what the likely outcomes are. But I wanted to point your attention to a series of developments in the Biden-Netanyahu relationship and the U.S.-Israel relationship that could escalate dramatically very soon. First there’s this article in Haartez which says the U.S. might suspend the sale of offensive weaponry to Israel by later this month. (Unfortunately the piece is paywalled.) The tripwire is a national security memorandum Biden signed last month which gives Israel until March 25th to provide the U.S. with written assurances that weapons sales from the U.S. will only be used in accord with international law and that it will pledge to facilitate and not obstruct aid deliveries into Gaza.
That’s the calendar tripwire.
Read MoreOne of the big developments of the Trump years is the increasingly central role of a California outfit called the Claremont Institute as a kind of house think tank of Trumpism. If you haven’t had a chance yet to see our big exclusive from over the weekend (thank you, members!) you’ll want to get reading. Our Josh Kovensky got a trove of documents from the secret society planning and recruiting for a white, male, Christian government that will take over after the fall of the American “regime.” And a central player in that group is none other than the head of the Claremont Institute. Check our exclusive report out here.