I can't follow what Elliott Morris is trying to argue there. Too many weird statistics that are percentages of one thing against another. Some thoughts:
1. Of all the swing states, Arizona is the one looking the worst. This should not be a surprise. Again, this is a state that has voted for a Dem twice since Truman, and one of those was 2020 and it was super-close. It is a purple state but more red than blue. I've been fooled in the past thinking, "but Dems have all statewide offices!" and while that's true, it's only barely because Katie Hobbs squeaked by Kari Lake. And there are western states where the presidential vote is more red than the state level votes.
But there is also good news here. AZ is where the Turning Point USA GOTV effort got off the ground. They were going to do it nationally and that busted, which is why Musk had to step in last minute. But they did get something going in AZ. So if AZ is doing well with turnout . . . well, that suggests ground game matters. And that's a good thing too, because we have a better ground game almost everywhere.
The other thing to ponder is that Arizona doesn't matter much. The only circumstance where AZ becomes relevant is if Kamala loses NC, GA and WI. Or, I suppose, if Kamala wins NC or GA and then loses MI.
2. In NC, I'd say things look good with the one exception of black turnout. The black vote turnout increased against white turnout by like 0.1% yesterday, so black turnout is still about 8 points lower than white turnout. On the plus side, though, Latino turnout is pretty so far, which is good because it lets those voters digest what happened in MSG and perhaps reconsider whether they want to support these fuckers.
3. I am as confident or more in MI as I am pessimistic about AZ. Remember: the MI GOP is a complete shit show. Probably the worst and most ineffective state party in this century, at least in terms of states that matter. The polls have looked good in MI -- there are more "outliers" in MI than anywhere else I've seen (Bullfinch +8, and the one posted above +4), which is important in a world of pollster herding. The GOTV in MI is strong on the Dems' side and probably weak as hell on the Pubs side.
4. So in this regard, the race has not changed in a month. The Dems have to win PA. That's it. If we do, we probably carry the election. If we don't, it's going to be tough. I've seen nothing from PA that would cause me to be concerned, other than the overall closeness of the polls which has been there for a while.
The cause in PA was helped by the state Supreme Court's ruling last week. About three weeks ago, the PA Supreme Court decided a case in a way that meant county election boards cannot count votes where the meaningless inner ballot wasn't marked correctly. That was bad. But last week, the PA Supreme Court ruled that voters whose absentee ballots weren't going to be counted could be notified of such and cast provisional ballots that will be counted. But that process -- notification and cure -- is not mandatory on counties. The big city election boards had already been doing that. The smaller counties weren't. You can see which way this will cut. Only a fraction of a percent, but again it's something.