I heard from a reader last night who thanked us for the latest episode of the podcast because of how it focused on possible scenarios after a GOP win on Tuesday. Then I heard from TPM Reader FT who essentially said, Okay, there’s all the polls and the election in Israel. And basically it looks like the right is winning and will win everywhere. What then? What comes next?

I’ve always been unashamedly into polls. As longtimers know, we ran PollTracker for years and only really stopped it because the other aggregators had such a total focus on polls that we simply couldn’t keep up with the state of the art when it was only a side assignment. People who read TPM are political people. And we’re interested. And there’s nothing wrong with that. But I take FT’s point.

I have been giving this quite a lot of thought and there aren’t easy answers. There aren’t a lot of pleasant answers. Let me kick off the conversation with a bit of big picture and then some specific points about how I see the next couple years.

Until today, there was a dearth of quality polling over the last 10 days on the congressional generic ballot as well as in key Senate races. That changed today. Multiple, high quality polls confirm a significant shift in the national race in favor of Republicans. Sometimes there is systematic polling error across multiple pollsters. Indeed, it’s happened a couple times in recent years, albeit in the opposite direction. But if these polls are broadly accurate they tell a clear story.

One of the many questions arising out of Ron DeSantis’s migrant airways stunt two months ago was how his administration justified flying migrants out of Texas when the law explicitly mandated that funds could only be used to fly migrants out of Florida. Newly released documents answer the question.

As I noted earlier, Benjamin Netanyahu is headed back to being Prime Minister. There’s still some question about how many seats he’ll have. But he’ll be PM either way. Title notwithstanding, Israel does not have an electoral college. But I use that headline because this article in the Haaretz notes something with a comparable effect. The pro- and anti-Netanyahu camps both got roughly the same number of votes, both just over 49%. But Netanyahu’s bloc will likely get as many as 65 out of 120 seats — a comfortable majority by recent standards.

So how did this happen?

I’ve never thought of myself as a down the line supporter of criminal justice reform. But many reformers (and others, including myself) have claimed that police departments have backed off enforcement in response to criticism of police or policy changes as a kind of silent strike or work stoppage. And new data from San Francisco adds real weight to these claims. As study conducted by economists from New York University’s Public Safety Lab in partnership with The San Francisco Chronicle found that after reform DA Chesa Boudin was recalled and replaced by mayoral appointee Brooke Jenkins, traffic stops rose by 30% and “public order” stops rose by 20%. The shift was more or less immediate.

We’ve been noting that recent polling has been dominated by partisan GOP polls, both statewide polls and the national congressional generic poll. However, CNN has just released a new poll which also shows a strong shift in the Republican direction. It shows a four point Republican advantage on the generic ballot (GOP 51%- Dem 47%) versus a a three point advantage for Democrats one month ago (Dem 50% – GOP 47%). A new NPR/Marist poll, also released today, shows almost the identical result and a comparable shift from just a month ago — from D+3 to R+3 from early October to early November. Until this morning we really didn’t have premium polls confirming this shift. Now we do. Those are relatively small numerical differences but they translate into big numbers in control at least of the House.

Former PM Benjamin Netanyahu appears poised to reclaim the Israeli Prime Ministership after yesterday’s election. Indeed, it looks likely to be by a significantly larger margin than expected. The reason has to do not with questionable polls but with the particular dynamics of the Israeli parliamentary system. Exit polls last night predicated that Netanyahu’s bloc would get 61 or 62 Knesset seats, an extremely tight margin (out of 120) but enough. That was in line with most polls. But he’s now predicted to get 65 seats, a critical difference. What changed is that Meretz, a left-wing party, appears to have fallen just below the parliamentary election threshold of 3.25%. If that holds they’re excluded altogether. So four seats suddenly get pulled out of the center-left bloc and go to other parties. That’s mostly what gets you from 61-62 to 65. It’s not a huge difference. But it’s a critical one and one that stands a good chance of breaking the electoral stalemate of the last four years.

A week ago, everyone who mocking Mehmet Oz’s suggestion that decisions about abortion should be left to the woman, her doctor and “local political leaders.” Now we have a Republican House candidate who’s actually trying to get concrete about how this works in practice. Bo Hines is a Madison Cawthorn-esque candidate who is the Republican nominee in North Carolina’s 13th congressional district. He’s Trump endorsed, with all you’d expect with that. But since getting the nomination he’s apparently been trying to come more towards the political center. Part of that has been trying to work out how the Oz proposal operates in practice.

Minor point. But worth noting. I want to draw your attention to how even very small shifts in voting support could produce huge potential swings in the battle for control of the Senate. The current polls make it entirely plausible that Republicans get a 53 or even 54 seat majority in the Senate. They also make at least 52 and quite possibly 54 seats for the Democrats just as plausible. According to 538’s averages there are 8 races which are within 4 percentage points and 7 within 3. By most standards those are all a coin toss.

GOP Governor candidate Tim Michels says that if he’s elected he’ll change state election laws so that Republicans will never lose another election. “Republicans will never lose another election in Wisconsin after I’m elected governor,” Michels told supporters at a campaign stop yesterday.