Josh Marshall
I wanted to look at a decent number of new polls out today. They paint a mixed and complicated picture. There’s no other way to put it. Two new national polls have a tied race. On it’s face, that’s not a great sign for Harris. A tie popular vote is very likely to mean defeat. But it’s not that simple. The two polls are from Pew and the Harris Poll. Pew is a very solid poll but generally unfriendly to Democrats in recent cycles. So for instance at the height of the Kamala surge they had her up one point over Trump. Now it’s even. Not a big a difference. The Harris poll (really the zombie Harris poll now owned and operated by Mark Penn) meanwhile is not just extremely unfriendly to Democrats but closer to Rasmussen territory. (Just to avoid confusion, let’s christen it the Penn-Harris poll.) In other words, we’re not just talking a house effect generally unfriendly to Democrats but really a question in my mind whether it should even be considered a legitimate poll. Taken together I think it’s fair to assume there may be some leveling off of Kamala Harris’ support. But I don’t think there’s real evidence of some kind of sea change in the race.
Read MoreI wanted to share a few thoughts about the Times/Siena poll which has sent more than a few people reeling today. If you haven’t seen it, the new Times/Siena poll shows Donald Trump with a one-point lead over Harris nationally. That’s the first major poll to show Trump in the lead in weeks. What do I make of it? Not a huge amount. And I would recommend the same to anyone else.
It’s certainly possible that this is a leading indicator of a shift in support away from Harris after a month and a half of generally positive news and poll numbers. But you simply can’t change your whole theory of the race around a single poll. I’m not going to get into picking apart all the details of the poll. And I’m definitely not going to try to unskew it. It’s a quality poll. But it does show a very different race than other polls we’re seeing — ones taken over the same time period, ones with which we’re able to make pretty straightforward apples-to-apples comparisons. It’s not just the top-line number that’s different. It shows a more popular Trump, a less popular Harris, key demographics much closer to how they were when Joe Biden was still the nominee.
Read MoreSo after my last update below, new reports from TPM readers have confirmed that the Mailer Storm overwhelming the mailboxes of partisan Democrats in Wisconsin, Michigan, Nevada, Arizona, North Carolina and Georgia are all coming from a single zip code in Jacksonville, Florida (32204) and presumably a single vendor. This notwithstanding the fact that they are all going out as sent from the respective Republican parties of the respective states. That’s not terribly strange in itself. Direct mail is a national business. It’s actually not okay to use state parties, which have preferential mail rates, as pure passthroughs, but I’m told it’s a widespread practice and rules against it are basically unenforced. The one exception may be the mailers going out in Pennsylvania. The mailers are all the same in every state. But the ones in Pennsylvania are the only ones that are from a state party committee rather than the state party, and their “nonprofit indicia” mark does not include the the zip code they are mailed from.
My Hunt After the Mailer Storm Mystery Continues! 
I wanted to update you on the mailers story I discussed with you yesterday. Before getting to the details, I want to thank everyone who sent in reports. Really, really helpful. In fact, what I’m doing would be completely impossible without them. I’m going to assume you read yesterday’s post, which has various caveats and context. If not, you can read it here.
- First, there are a lot of people talking about this independently in different swing states. Like, it’s really a thing. I was listening in on a Zoom call yesterday about a state legislative race in North Carolina and the topic actually came up — how we’re all getting spammed by these Trump mailers. And to be clear, this was a call where everyone was either a party official or a partisan Democrat or actually a candidate. From this and other discussions with TPM readers it’s clear this is being discussed as a minor mystery among Democrats in each swing state but with everyone thinking that it’s just their town or state and not something that’s happening in all the swing states.
The Mystery of the Pro-Trump Mailer Storm Flooding Dem Mailboxes
I wanted to share with you some of my findings about the mass mailing of Trump mailers to registered Democrats in swing states across the country. It’s a bit of a rabbit hole. So in part, understand it as such, an entertaining mystery. But I think it’s potentially a bit more than a rabbit hole. It also sheds some light on the dynamics of the campaign, specifically on the Trump campaign, which has firepower heavily weighted toward a series of super PACs and outside groups both for messaging and ground operations.
As I’ve discussed in a few posts, I started hearing from readers who are registered Democrats with long histories of straight-ticket voting who are being inundated with Trump mailers. In some cases it’s as much as two or three mailers a day everyday. Others aren’t quite that level of saturation. But lots of readers who fit in what we’ll call the category of “poor target” are getting them. The reports come from all the swing states, though they’re concentrated in Pennsylvania, Michigan, Georgia and North Carolina. They’re also in Arizona, Wisconsin and Nevada, but it seems to be a bit less there. In all cases the recipients have never seen anything like it before. So it’s not just that this is what always happens in swing states. Getting this many flyers from any Republican campaign is totally new. It all seems to have started in the last couple weeks.
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Some General, Out-of-the-Headlines Observations
Here are just a few facts and observations to keep in mind as we move toward Election Day.
- I have heard from numerous TPM readers in swing states, registered Democrats with long histories of voting for Democrats, who are being deluged by Trump flyers, sometimes as many as two or three new ones a day. I’ve heard from enough of them that I don’t think this is just a few people on the wrong list. I think it’s something more general. In the cases where I’ve been able to ask, it’s either mostly or all from Trump super PACs rather than the campaign itself. I don’t know yet whether this is evidence of very inefficient spending or whether the spending is so mammoth that this is in effect the splash created by unprecedented levels of spending.
From TPM Reader PJ …
Read MoreI live in Western PA, and do my best to do some driving tours of the areas outside of the metropole I live in during campaign season, and what I see are a lot fewer signs out in those area for Trump. Also can back up this thing about mailers….our household, which should not in any sense be thought of as GOP-curious, is receiving a TON of these pro-Trump and anti-Harris fliers. One of the biggest talking points is that Harris is going to gut Medicare and Social Security (because inflation makes all spending go less far, I guess?) while Trump will defend Medicare and Social Security (these materials actually feature quotes from him telling the GOP to keep their hands off of our entitlements).
Can Anyone Explain This Transaction To Me?
I got put on to this by an email from TPM Reader MS.
It’s weird.
The background here is that back at the beginning of the Biden administration, Mike “MyPillowGuy” Lindell started something called FrankSpeech Inc., a would-be right wing news channel which mainly does streaming. A few days ago FrankSpeech announced what it called a “going public transaction.” Not being very well versed in the world of deeply sketch over-the-counter stock events, it took me a while to make sense of what this announcement was saying. But the gist is this: FrankSpeech Inc. (Lindell’s weirdo news network) is merging with a company called InCapta. The announcement doesn’t say what InCapta does other than that it is a “company renowned for over 46 years of excellence in business and development.”
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The Battle to Bring Harris Down
I wanted to flag two articles to your attention, one from the Post and the other from CNN. They both cover similar ground but in different ways. The gist is that the Trump campaign has essentially given up on trying to improve voters’ impression of Donald Trump and decided the only path to victory is driving down Harris’ favorability numbers. When I first read the Post piece, it had the feel of what journalists call a “source greaser” — a favorable piece aimed at generating good will on the part of the subject and sources of the piece. The quote from GOP consultant Josh Holmes captures the tone of the piece: “I think it’s a serious paper tiger we’re dealing with here. I don’t think for 60 days they can keep the train on the tracks.”
Read MoreWe’re all destined for a couple months watching horse-race polls because many of us simply can’t help ourselves. (What is it? A desire for information? Managing anxiety? A questing play for agency over the contingent and unknown?) But I want to go back to something I mentioned a week or two ago: Kamala Harris’s favorability numbers, apart from the horse race. Those have now gone from a deficit of negative 17.4 percentage points on July 4th to .9 net negative percentage points today. (I’m using 538’s composite average just because I find that one easy to find and navigable.) As I mentioned in that earlier post, that kind of movement is, as far as I know, more or less unprecedented. You simply don’t get more popular these days. Not like that. Undulations, sure. But generally you get less popular over time, not more.
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