We don’t know what’s going to happen in the midterms. But we know for a fact that today you can watch the hilarity of the collapse of so many of Trump’s plans and cheap, or corrupt, midterms gambits. Even the inside D.C. sheets can sense the energy. Here’s a piece — Trump officials weigh rolling back beef import plan as GOP midterm panic spreads. A picture of an angst-ridden, wayward Trump adorns the article. This is the plan Trump rolled out last month to institute a 90-day import bonanza of foreign beef that was apparently some kind of sweetheart deal with a Brazilian beef lord named Joesley Batista. The Wall Street Journal has a good story on that part of the tale. Here’s a New York Times op-ed questioning the safety of what was first called Trump’s mystery meat. In any case, the point was to engineer an extremely short-lived drop in the price of hamburgers. But it drove beef producers — an extremely GOP constituency — crazy since, of course, the whole point was to lower the price of the product ahead of the midterms. Now they’re getting so desperate at the White House they’re apparently considering scrapping the whole plan, with, I guess, a sort of mass deportation of beef.

Meanwhile the White House seems to be hurtling toward a 90-day ban on exports of diesel fuel despite the fact that no one seems to think that will reduce prices and actually stands a very real chance of hiking them. There’s an international market in diesel fuel. The regional U.S. markets are also international. So, at best, the plan seems likely to reduce imports rather than prices. And U.S. refinery capacity is already maxed out. The whole policy seems driven by GOP candidates extremely short-term need to say, something, anything about prices even if it’s stupid and might be discarded after a few days.

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This won’t come as huge news to most. But I’m getting asked about it a lot: can the polls be wrong? What do you think?

So let me put an answer here. They can obviously be wrong and you should be prepared for them to be wrong. If you’re running a campaign or SuperPAC, they can give you intel about where to deploy resources. If you’re just observing, they’re more about human nature and anxiety management. But whether you get excited or pushed into despair, we’ll know the actual results in about six weeks. Watch them or don’t. It’ll will be fine either way. There are no poll hubris gods. They can’t strike you down.

Let’s talk specifics.

The polls we’re seeing now are almost certainly directionally accurate. But they could be overshooting on their margins, which are quite large now. If they are we should expect to see that most in red states. (Even for someone like me who’s been bullish about this midterm cycle since mid-2025, some of these numbers are hard to believe.) States have partisan muscle memory that polls can miss. So for instance, yesterday Sabato’s Crystal Ball changed the Kansas Senate race from Likely Republican to Leans Republican, an astonishing development. The polls there are pretty close given that it’s Kansas, and the most recent, an Emerson poll, has Democratic challenger Adam Hamilton up by 1 point. But this is a classic case where you have to weigh a substantial amount of GOP muscle memory into the equation. Polls can miss that, or it can simply mean that undecideds break heavily for the state’s dominant party. To be clear, if I were a Kansas Democrat canvassing I’d be pretty pumped right now. A win is possible. But this is the cautious/realistic way to look at it. The same applies to the handful of other seemingly competitive races in deep red states.