Tuesday, October 20, 2015

just some final notes on the election.

the liberals won by doing three things:

1) getting back a good proportion of their base from the ndp, which had been wandering left since 2004.
2) cementing the red tory vote.
3) taking advantage of apathy towards sovereignty in quebec.

but, they peaked at the right time and got a lot of pragmatic support. you could call it a perfect storm, or a perfect planetary alignment. expect polls next month to wander dramatically.

the conservatives are the easiest to understand because they have the strongest base. the conservative base is around 27-30%, but sometimes seems a little higher due to low turnout. there's an additional swing of about 6-8% that they can access under ideal circumstances. this separation became clear in 2004, when joe clark endorsed paul martin and actually swung about that much from the new conservatives to the liberals. you can call this the "clark swing", but the traditional term for this is "red tories". what is useful about the 2004 election is that it provided a direct measurement of how many red tories there are out there.

the fact that the conservatives ran about 30% (a touch higher due to moderately low turnout, albeit higher than the last few elections) indicates that the liberals got almost all of that red tory support.

but, the reality that the conservatives were flatlined at 30 the whole time indicates that the red tories seem to have decided on the liberals a good way out from the election. dominant factors were likely related to corruption - duffy and things of the sort.

the liberals can hold these votes for long periods, but they are moderate conservatives at their core and will bolt back at the first opportunity. they would prefer to vote conservative, unless the option seems too extreme. i expect the conservatives to elect jason kenney, who has a bad reputation amongst these voters and could keep them voting liberal for quite a while. but, if they pick a more moderate option then this support will flow back. further, they will react badly to certain social issues. they're going to lean towards the liberals on a lot of social issues, including multiculturalism, abortion, the death penalty and marijuana legalization. but, an underlooked factor in their swing back to the conservatives in 2006, in addition to the sponsorship scandal, was probably the gay marriage ruling and the martin government's acceptance of it. if the media finds some kind of a scandal, at least a part of it could swing back pretty quick. and, they may have some reservations about assisted suicide. but, to hold these people, they mostly need to run a clean government. that's fighting against gravity.

most of the rest of the swing is traditional liberal support, which is actually still running a little low - the ndp managed to hold about a third of it. they're going to want to see the liberals avoid getting too mixed up in foreign conflicts, which could be somewhat of a weak spot. the tpp is a wildcard. the environment is a growing dominant concern amongst younger voters. but, the point is that this support is mostly policy driven, and something they consequently have far more control over. the ontario liberals have - up until recently - done a good job in holding this support by actually putting through good policy positions. if the liberals actually do this, they could even eat further into ndp support as the holdout liberals slowly give in.

it remains to be seen whether or not they can hold their support in quebec, but i think it is largely out of their hands. the bloc need to make some big decisions.

a disaster scenario will occur if the liberals misinterpret the situation and start pandering to red tories. what the red tories base their voting decisions on is broadly unattainable: every government has corruption in it, but they keep switching sides naively hoping it will reduce corruption. it's the definition of insanity. but, it's been happening for a long time and will keep happening. the pandering will get them nowhere, but will piss off the base they won back. we'll be thrown back to the situation we were in in 2011.

part of the reason i endorsed the liberals is that i was convinced they've come to understand that. but, we'll see if they do or not.

if they act like liberals, and keep acting like liberals, the younger trudeau could be in power for longer than his father - as the conservatives spin-out trying to please their base, and the ndp have difficulty articulating why they'd be better.

if they act like conservatives, expect the government to be short-lived.