First, on the speech … rock solid. I doubt her advisors and press people thought it could have gone much better. At the beginning I thought it might be understated somehow. Not bad at all, but understated, a bit quieter than we expect from these speeches. But as it progressed I realized she was developing an emotional audience, in person and on television. This came through later in the speech when she ranged from intense to boisterous to categorical. It worked with a mixture of intensity and authenticity. There’s no point in my doing more interpreting of the speech. It hit every point and hit every one well. The most telling comments were those from Republican commentators who couldn’t find their way around saying that it was a strong speech before, of course, reassuring listeners that Harris is obviously terrible and they agree with her about nothing.

Some other points are less obvious.

Some thoughts on the evening shortly.

We’ve spoken a few times about the ongoing discussion of when Kamala Harris’s “honeymoon” is going to come to an end. We had a lot of press conversation about how it had to end a week after she got into the race. There’s been a growing media hunger for it to end. I was prompted to write this post because of a piece I saw in New York Magazine headlined, “How Long can ‘Brat Summer’ Last? The vibes are good, but at some point, Kamala Harris has to leave her bubble.”

I need to be really clear about what I mean here. On the podcast, Kate and I keep saying that there are going to be reverses in this campaign, to be prepped for them, not to lose heart at the first ugly attack that lands or the first bad poll. I’ve said similar things in various posts. So when I talk about “honeymoonism,” I don’t mean to suggest that I think we’re in a straight-line progression from now until Election Day. Just as we should never lose heart in the bleakest moments, we should always be mindful to invest positive energy in future resilience. But through these discussions of Harris’ “honeymoon” and when it has to end or when she has to come out of the “honeymoon” bubble, we can see an assumption or claim that is a bit different. It’s that somehow what’s happened during the first month of Harris’ campaign isn’t quite real, that it’s a sugar high, if you will, a burst of excitement that can’t last.

Let me expand a bit on the RFK Jr. discussion from yesterday. It’s now clear that Kennedy will drop out tomorrow and that he will endorse Trump. I mean, clear as anything with two confirmed weirdos can be. But that’s what all the big publications are reporting, so we’ll assume that’s the case. I went through the numbers again and looked closely at what those most immersed in them think. If we look strictly at the numbers, the odds are likely that Trump gains some modest benefit. But it’s very modest. Elliott Morris, new top guy at 538, has become one of my go-tos on these things. He looked at their data which says that Kennedy dropping out of the race loses Harris two-tenths of a percentage point on her current lead. That’s not nothing in a race we all know will be very close. But it’s not far from nothing.

A new episode of The Josh Marshall Podcast is live! This week, Kate and Josh break down the first two nights of the DNC.

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