Harris leads by 17% in PA among the already voted, according to that poll. Taking it as accurate and precise, which is of course foolish, and it's not great news I think. It might be bad news.
1. D registration votes in PA are 26% ahead of R registration votes so far, with 10% Indy. Note that ballots could be in the mail and thus are not included in these tallies. IIRC last cycles Pubs who voted by mail in several states tended to do so late in the early-voting cycle.
But if you just take these numbers at face value, it means that a lot of D registered voters are voting for Trump, or Trump is winning basically the vast majority of I votes. So Dem registrations in PA outnumber R registrations. but only by about 300K -- which means we have enough margin for what has happened but not enough if this trend continues.
2. In 2024, about 25K Republicans switched their registrations to Dem, whereas 70K switched from Dem to Republican. Is that just Haley voters? Maybe. Is it concerning to me? At first it was. Then I looked at more data. Since 2008, about 75% more Dems changed to Pub than the reverse. So this obviously isn't crippling.
3. Back to our polls versus ballots. It turns out that 53% of the mail ballots so far received are from people 65+. In 2020, that demographic made up 27% of the electorate, so the 53% is not a representative sample. Also, in 2020, seniors supported Trump 53% to 47%. As some voters have aged into this group, and those voters would be disproportionately pro-Trump, one would expect that at least 53% of the early voting sample would be a Trump +6 or more group. As it happens, this is almost exactly twice the proportion of voters in this demo from 2020. So Trump is getting a +3 boost at least from that sample selection bias,
which would put the effective early vote breakdown at Kamala +20 or so, which is better than the topline looked. It's still not amazing but we are of course dealing with inaccurate polls combined with incomplete data.
4. I am suspicious of the supposed PA "firewall" and I'm going to make a sleuthing thread about it.
5. I think Kamala is now cruising in MI and I'm pretty happy with WI as well.