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Not Perfect, But Close: My 2012 Predictions and Results

Not to throw my arm out of whack patting myself on the back, but I had a pretty good Election Night 2012.

As of today, I have correctly called all 49 of the states that have determined a winner in the presidential race. It looks like I am probably going to miss Florida, which I predicted Mitt Romney would win, but where President Barack Obama leads by about 40,000 votes with about 3 percent of the votes still to be counted, per CNN. Still, even 49 out of 50, if that’s where it ends up, puts me in very good company. Larry Sabato and his team at the University of Virginia Center for Politics—unquestionably among the best in the business—got 48 states right this year and, like me, picked Romney in Florida.

I’m not on the level of Nate Silver just yet—if Florida does go for Obama, as seems likely, he’ll be 50-for-50, and I tip my hat to him. He’s got an excellent system, far more scientific than mine, and he’s either 98 or 99 for 100 the past two presidential elections, depending on the final results in Florida. You can’t argue with those kinds of results (though many tried this year, and ended up with a plateful of crow).

I didn’t get every Senate race right—I missed Montana and North Dakota, as well as my prediction that Democrats would win either Nevada or Arizona, and my perception that Bob Kerrey had the momentum in Nebraska turned out to be badly off the mark. But in terms of the final spread, I came as close as a guy can get without actually being perfect: I said the Democrats would end up with a 54-46 majority in the Senate (counting independents Bernie Sanders of Vermont, who caucuses with Democrats, and Angus King of Maine, who is presumed likely to caucus with Democrats). Because Heidi Heitkamp eked out a victory by less than 3,000 votes in North Dakota, I missed the final total of 55-45 by a single seat—as I did in 2006 and 2008.

In the House, CNN reports that there are still eight seats that are too close to call. Currently the Republicans lead 233-194. If the Democrats hang on to win the six seats in which they lead, and the Republicans hold the two seats in which they lead, that will put it at 235-200—exactly the number I predicted last week, as recorded twice on this website in advance of the election.

I admit that I approach political prognostication as more of an art than a science. For much of my adult life, I have extensively studied statistical, anecdotal and historical data about the politics of the various states and their Congressional districts, and I follow polling obsessively. I try to put my political knowledge and my powers of observation together and arrive at the right result, and despite my own political leanings, I strive to be scrupulously objective in making election predictions.

Since 2006, I’ve come extremely close in three elections out of four. I blew it in 2010 (missing the House by 10 seats and the Senate by three), but I wasn’t alone. It was an odd year. In three elections out of four, my average House prediction has missed by two seats (2, 4 and 0, if the 2012 totals hold up), and my Senate prediction by exactly one seat each cycle. (Interestingly enough, in all four elections since 2006, I overcalled the Democratic House total two times, but I undercalled the Democratic Senate total in each case.)

I take this political prediction business seriously and do my best to be a credible source. One thing is for sure: there weren’t many this year who had a better night.

Time To Call The Presidential Race: It's Obama

I had planned to wait until Monday night to make my presidential prediction, but the way the polls have broken over the last week, President Barack Obama is a clear favorite to win reelection on Tuesday. Only a massive, last-minute reversal on Monday, or the unlikely and unprecedented occurrence of virtually all reputable polling being dead wrong, can alter this result.

For most of this year, I have expected the president to win reelection with 303 electoral votes to Mitt Romney’s 235, with Romney reclaiming Indiana, North Carolina and Florida for the Republicans, and Obama holding all the other states he won in 2008. As his fortunes have improved or declined, the number has gone up a bit or down a bit, but I seem to always come back to that total. With some hesitance about one state—Colorado—I am going to go with the number I’ve been predicting all along: Obama 303, Romney 235.

I arrive at this number by examining 12 states that Obama carried in 2008, 11 of which appear to be close in 2012.

Let’s start with the one state, among this dandy dozen, that will not be close: Indiana will not go into the Obama column again. This has been clear for months, if not a couple of years, and the Obama campaign wrote the Hoosier State off a long time ago. Its unexpected flip into the Democratic column in 2008 was a fluke, the by-product of a meaningful Democratic primary there, a bad year for Republicans and off-the-charts Democratic performance among young people and minorities.

Less certain are Romney’s bids to reclaim North Carolina and Florida. While it is likely he will slip by in North Carolina, Florida now appears to be up for grabs. It’s a tough call, but I think the dynamics favor Romney in Florida by a very slim margin.

Among the other swing states that I have largely expected Obama to hang onto, almost nobody is giving Romney a chance to win Nevada, and I concur. Obama has consistently led by small but clear margins, and his expected landslide among Hispanic voters seems to cement Nevada in his camp.

Although Romney’s team has made a desperate effort at the end to flip Pennsylvania and Michigan, there is no credible polling evidence that he will win either state. In my opinion, a Pittsburgh Tribune-Review poll today showing a 47-47 tie in Pennsylvania is not credible. The newspaper is owned by Richard Mellon Scaife, a conservative activist, and the poll is at odds with all other reputable polling.

In five of the remaining six states, the last week has seen clear movement in Obama’s direction, and the polling shifts in Ohio and Virginia appear decisive. Less certain, but unquestionably also shifting in Obama’s direction, are Wisconsin, Iowa and New Hampshire. If the preponderance of the polls and the polling trends are right, and I believe they are, Obama wins them all.

Tonight, the only state I don’t have a clear feel for is Colorado. By the looks of things, the president should hang onto it. The state has many Hispanic voters and many young, educated urban voters, and that’s in his favor. But he seems to have a problem in the suburbs, and the polling data from Colorado have been inconclusive. While the other swing states have all seen clear, even dramatic movement toward Obama in the last few days, Colorado is still close and doesn’t appear to be budging. I really feel that Colorado—along with perhaps Florida—is a coin flip, and candor compels me to admit that I can’t really call it.

If Romney wins Colorado, and everything else goes as expected, Obama would win 294-244 in the electoral college. If Obama wins Colorado and all the other states I project he will win, it’s 303-235. Because Colorado does appear to be a coin flip, I’m going to say that the Obama organization and the Hispanic vote will ultimately save the state for the president, but not by much.

The popular vote is a tougher call. Romney is going to absolutely slaughter Obama in most of the South, but then, Obama is going to rack up big margins over Romney in some of the nation’s largest states, such as California, New York and Illinois. I expect we will see third-party candidates such as Gary Johnson, Virgil Goode and others combine for about 2 percent of the total votes, perhaps slightly more, which is roughly in keeping with what normally happens. Based on the trajectory of the final national polls, all of which show Obama tied or slightly ahead by 1-3 points—and all of which have moved in Obama’s direction in the last week—I figure on Obama ending up somewhere between 49.5 and 50 percent, and Romney somewhere between 48 and 48.5 percent. Let’s call it at Obama 49.7, Romney 48.3.

So, to sum up:
Obama to win the electoral vote, 303-235, and the popular vote, 49.7-48.3
Democrats to retain control of the Senate, 54-46 (Democrats +1)
Republicans to retain control of the House, 235-200 (Democrats +7)

Election 2012 Predictions: Congress

In six years of electoral prognostications, I’ve done pretty well when it comes to calling the final tally in Congress. Over three election cycles, I have called the final composition of the U.S. House of Representatives within 5.3 seats, and the U.S. Senate within 1.7 seats.

I didn’t do as well as I’d have liked last time out. While I correctly foresaw the Republican wave of 2010, I still undercalled the 63-seat GOP pickup by 10 seats, as compared to my average of a 3-seat miss in 2006 and 2008. And I failed to foresee that what the Tea Party did for the GOP in the House would not carry over to the Senate; I overcalled the 6-seat GOP pickup by three seats, compared to my 1-seat misses in 2006 and 2008. It isn’t quite as hard for a radical/fringe candidate to get elected to the House as it is for the same type of candidate to get elected to the Senate, and that is as true for Democrats as it is for Republicans, who left three Senate seats on the table in 2010.

This year, most pundits thought the Republicans would likely capture the Senate, considering they needed only four seats, and the Democrats were defending 23 seats compared to only 10 for the GOP. But again, the Republicans have quite possibly punted away one or two seats by nominating candidates in Indiana (Richard Mourdock) and Missouri (Todd Akin) who have seriously harmed their own chances by espousing unpopular views on abortion in the context of rape-induced pregnancies. At this point, it looks like both are likely to lose, although they are fortunate to be in the states where they are. Both races will probably be close, but the advantage is with the Democrats.

It also turns out that Democrats have nominated a strong crop of Senate candidates, creating competitive races in three states the Republicans were thought certain to win: Arizona, Nebraska and North Dakota. Republicans may still win any or all of those three seats, but they all look to be heading down to the wire.

Finally, expected strong challenges to Democratic Senators in Ohio and Florida have not materialized; Ohio’s Sherrod Brown and Florida’s Bill Nelson, judging by polling trends, should both win reelection comfortably. Two other seats Republicans hoped to take, Virginia and Montana, both look like dogfights. Former Gov. Tim Kaine (D) appears to have a slight lead over former governor and Senator George Allen (R) in Virginia, although weather and electrical conditions could affect early voting, if not election day voting, and potentially alter the result there. In Montana, Sen. Jon Tester (D) is fighting Republican headwinds in his state and will struggle mightily to hold his seat against Congressman Denny Rehberg (R).

To predict the Senate, let’s take a look at the lay of the land. Taking into account the 33 seats that are up for election this year, the Republicans start with a 37-30 edge among the remaining 67 Senators who are not on the ballot until 2014 or 2016.

Among the 33 seats that are on the ballot next week, 13 are considered safe for the Democrats (including the Vermont seat held by independent Bernie Sanders, a self-proclaimed “democratic socialist” who caucuses with the Democrats). Six are considered safe for the Republicans, and in Maine, former Gov. Angus King, an independent, holds a strong lead over his Democratic and GOP challengers. That puts the spread at 43 Democrats, 42 Republicans and 1 independent, with 14 seats up for grabs.

Based on polling trends, it is clear that Democrats have opened clear leads in four of those 13 seats: Florida and Ohio and, belatedly, Massachusetts and Connecticut. Even though those last two are competitive, they seem to be headed into the Democratic column.

While Indiana and Missouri are close, they also appear to be tipping Democratic at this point, which leaves us at 49-43-1 for the Democrats, with seven true toss-ups: Virginia, Wisconsin, North Dakota, Nebraska, Montana, Arizona and Nevada.

Ultimately, it’s guesswork on these seven seats, but now that Wisconsin appears to be tipping back to Barack Obama, I’m going to figure on Wisconsin’s Senate seat going to Democrat Tammy Baldwin. I’m also going to give a slight edge to Kaine in Virginia, and a narrow edge to Rehberg in Montana, though those are both tough calls. In the end, I figure on the Democrats and GOP each taking one of those last two seats.

Democrat Heidi Heitkamp has run a great race in North Dakota, but in the end, I expect she comes up a bit short against Republican Rick Berg, so now I’m at 51-45-1.

In Arizona, Democrat Richard Carmona has consistently held a slight lead over Republican Jeff Flake, and in neighboring Nevada, Democrat Shelley Berkley has consistently trailed GOP Senator Dean Heller by a small margin. I figure on the Republicans and Democrats splitting those two seats as well, though the script could flip. A strong showing by Obama in Nevada could lift Berkley, and negative advertising against Carmona might ultimately sink him. And in Nebraska, former Democratic Senator Bob Kerrey, who was thought to have no chance just a few weeks ago, has been rapidly closing in on Republican Deb Fischer. Kerrey clearly has the momentum and I’m going to call for him to pull out the upset, for a final prediction of: 53 Democrats, 46 Republicans, 1 Independent.

In the House, I have carefully examined the map, and I’ve come to the conclusion there are really only about two dozen seats that are seriously in play. I won’t get into the rundown here, as this post is already long enough, but my call here is a small pickup for Democrats, but not nearly enough to reclaim the Speaker’s gavel. The race starts with a 242-193 advantage for the GOP. I’ve been going back and forth between a final figure of 236-199 and 235-200, but there are a couple unexpected Republican seats that seem like they might go. I’m going to split the difference and call it at 235 Republicans, 200 Democrats.

And that means at least two more years of divided government for whomever is president in 2013. Speaking of which, I’ll have a detailed prediction on the presidential race on Monday.

Two Weeks Out: Six States

With two weeks to go, it looks like the presidential race is effectively down to six states. While we will continue to hear about Florida, North Carolina and Nevada, my analysis is that President Barack Obama would need everything to go perfectly to win Florida or North Carolina, and Mitt Romney would need everything to go perfectly to win Nevada. Of the three, the state that is in the most doubt is Florida, but make no mistake, Florida will be a heavy lift for the president, and I expect he will only win it if there is a decisive break in his direction between now and November 6th.

If we look at the states that are clearly decided, it is almost an absolute certainty that Obama comes away with at least 200 electoral votes, and that Romney wins at least 180. Barring a decisive turn in Romney’s direction, there is almost no plausible scenario under which Romney wins Pennsylvania, Michigan, Nevada, or Maine’s 2nd Congressional District, which puts the president at 243. Barring an absolute collapse by Romney, it is extremely unlikely he wins fewer than 235 electoral votes.

So let’s look at what’s left, in order of likeliest wins for Obama to likeliest wins for Romney:

Ohio (18 electoral votes)
Wisconsin (10)
New Hampshire (4)
Iowa (6)
Colorado (9)
Virginia (13)

For President Obama, two states stand out in importance over all others: Ohio and Wisconsin. By all accounts, he continues to maintain small leads in both states. If he wins both of these states, and holds what he is expected to hold, he will take at least 271 electoral votes and win reelection.

It also appears clear that Ohio and Wisconsin are the two likeliest states of these six to stick with the president. In short, if Romney wins either Ohio or Wisconsin, he is likely taking Virginia, Colorado, Iowa and New Hampshire as well. Iowa and New Hampshire are probably complete toss-ups at this point, with the trends indicating Colorado and Virginia may be headed toward Romney.

The bottom line: if Romney wins either Ohio or Wisconsin, he will be the next president of the United States. Conversely, if Obama hangs on to either Virginia or Colorado, he will win reelection. Iowa and New Hampshire, right in the middle, will probably end up with the winner, but neither state is likely to be decisive.

The Second Debate: What It Means

The key question from the second presidential debate is not whether President Obama won. He clearly did, by every measurement. The question is whether it will matter to the trajectory of the race the way the first one did. History indicates that it probably will not; in past elections, far more people have watched the first debate, and had their opinions shaped by it, than any subsequent debates.

Although the president did extremely well last night, probably the best his supporters can hope for is that it freezes the race and stops his precipitous polling slide of the last two weeks. If he accomplished that much, then he is still close enough that he can possibly squeak it out at the end with a really strong closing sprint.

But liberals should not be deluded that last night’s strong performance by the president will undo the horrendous damage he suffered in the first debate. At this point, it is clear that it will be a dogfight for him to win this thing. What, if any, effect his performance last night will have in the polling will probably be clear in a week’s time.

Why I Voted For President Obama

Last week, I cast my absentee ballot for President Barack Obama.

I have Republican friends, and I have Democratic friends. I have friends who don’t like either party, and I have friends who think politics is a waste of time. I’m sure I have some friends who are still conflicted about their choice in this year’s election.

I know some of my friends disagree with my politics, and they will disagree with what I have to say here. But I hope those of you who know me believe that I am a thoughtful person, and that I don’t make important choices without giving them a lot of consideration. And I hope that I can convince you to join me in voting to give Barack Obama a second term as our president.

I am going to take a few minutes here to tell you some of the most important reasons why I believe President Obama has earned a second term.

1) We are better off than we were four years ago. In the year before President Obama took office, 5 million U.S. workers lost their jobs, and in just the last month of the Bush administration, 839,000 Americans became unemployed. After President Obama and the Democratic Congress took over in January 2009 and implemented their stimulus program, the job losses began to dramatically reverse, and by April 2010, the economy began adding jobs, as it has done every month for the last two-and-a-half years. Since that time, the economy has added about 5 million jobs. Don’t take my word for it; if you want to see the statistics for yourself, go to the nonpartisan Bureau of Labor Statistics report at www.bls.gov/web/empsit/ceshighlights.pdf. When President Obama ran for office in 2008, he promised he would take action to get Americans working again. President Obama is fulfilling that promise.

2) We are safer today than we were four years ago. President Obama saw that the large, costly invasions of other countries that took place before he came into office were not working. He shifted to a policy of targeted, special-forces strikes that ultimately culminated in the killing of dozens of leading Al Qaeda operatives, including Osama bin Laden. (Again, do not take my word for it; a fuller accounting can be found at http://abcnews.go.com/blogs/politics/2011/09/the-terrorist-notches-on-obamas-belt/). When President Obama first ran in 2008, he promised that if he had reliable intelligence that bin Laden was hiding in Pakistan, he would send in a strike force to take him out. President Obama fulfilled that promise. 

3) More Americans now have access to health insurance than at any time in our history. Although polling clearly demonstrated that the health care bill now known as Obamacare would cost the president and his party politically, they pushed it through. Two key benefits: nobody can be denied health care coverage anymore due to preexisting conditions, and the adult children of policyholders can stay on those policies until they are 26. (Want more information? Go to http://visual.ly/two-years-under-obamacare-look-whats-changed.) When he ran in 2008, President Obama promised to provide more access to health care coverage. President Obama has fulfilled that promise.

4) President Obama and the Democrats in Congress saved the U.S. auto industry (and 1.5 million jobs). According to the a Center for Automotive Research report quoted in the New York Times (http://www.nytimes.com/2012/02/26/opinion/sunday/a-million-jobs.html), the bailout—half of which General Motors and Chrysler have already repaid to taxpayers, according to politifact.com—directly contributed to the employment of a million-and-a-half Americans. President Obama promised not to let this industry die. President Obama has fulfilled that promise.

5) President Obama and the Democrats in Congress cut taxes for the middle class. We hear over and over again how the president and the Democrats have raised taxes. It just isn’t true. President Obama and the Democrats cut taxes for working Americans. (See the rundown at http://www.republicansforobama.org/firstterm.) The president and Congressional Democrats do propose to raise taxes on individuals who make more than $250,000 in order to help balance the budget and bring down the deficit. That’s a fact. But anybody who tells you the Democrats have raised taxes under President Obama is lying to you.

Is everything perfect or back to normal? No it isn’t. But it took eight years of extremely unwise economic and foreign policies to get us into the mess that President Obama inherited. How can we possibly expect him to fully repair eight years of damage in only four years?

The president has made a good start. We need to give him time to finish the job. That’s why I have already cast my vote for President Obama, and I ask you to join me in doing the same.

How A Beleaguered Democratic President Reversed The Tide

The Republican candidate for president was certainly a handsome man. People had to grant him that, if they were willing to grant him nothing else. Born in Michigan, he had made his bones as a northeastern governor, and there was no question that the man looked like a president.

The incumbent Democratic president was struggling. Having taken on the controversial issue of universal health care coverage early in his administration, he had lost his initial high approval ratings, and his party had been crushed in the midterm elections. Faced with stubborn Republican opposition in Congress, determined to deny the president any victories he could use as a springboard for the election, he had been unable to accomplish much of anything domestically since the Republicans had won the midterms. His major domestic accomplishment, an executive order to end discrimination in the military, had been met with howls of outrage on the right and resistance from the military brass, who claimed “unit cohesion” would suffer. His advisers had warned him that this move could cost him many of the states he needed to win the election.

The president was likeable enough, but sometimes he seemed to have a hard time making his case with the electorate. He was often unfavorably compared with the previous Democratic president, whose legendary ability to connect with the common people made him the most popular political figure of his day, even now, these many years after he had left office; the current president, compared with the last Democrat to hold the office, often seemed a bit wanting. Even the former president’s wife, a political legend in her own right, was more popular than he was.

Although the president had won some spectacular victories overseas, domestically he was floundering, and the people were ready for a change.

On the other side of the aisle, the Republicans were giddy. Their midterm triumph and the president’s continued struggles led them to believe it was a foregone conclusion that they would win the White House and Congress in the next election. The only question was whether they would nominate the favorite, the moderate northeastern governor who had run well but lost four years previously, or one of his more conservative rivals.

The truth of the matter was that the right-wingers did not trust this frontrunner of theirs, and they wanted someone more conservative. They placed their hopes in a far-right, Rust Belt Senator. But the conservatives were fractured, and the northeastern governor, though he was too moderate for the base, won the nomination nonetheless. Querulous conservatives, though unhappy with their nominee, grumbled a bit but fell in line. Any Republican, they felt, would be better than this president, and any Republican would surely beat him.

But certain problems began to emerge for the Republican candidate. Before long, it became clear that his personality, aloof and standoffish, was a liability. He was stiff and ham-handed, and even though he had been raised in the Midwest, he found it difficult to connect with the common people in that key region. (One of his contemporaries had remarked that he was the only man she knew who could strut while sitting down.) He also found, to his dismay, that he could not shake the record of the previous Republican president, whose economic policies had created the greatest economic disaster in recent memory.

The Democratic president, meanwhile, had begun to find his stride. After struggling for most of his administration to find his own voice, he had rediscovered himself on the campaign trail and came alive on the stump. What had once been considered an impossible campaign for the Democrats to win now began to show signs of hope, and the polls began to move in the president’s direction. Still, Republicans believed they would win. How could they lose, against this president?

When all the dust settled, the unbeatable Republican ticket had lost, and it wasn’t close. The Democratic president, to everyone’s surprise, had come back from the political dead and won comfortably, with more than 300 electoral votes. He had managed to win key states such as Ohio, Virginia, Wisconsin, Colorado, Iowa and Nevada, all of which had been in doubt but had ultimately gone Democratic. His party had also reversed the Republican gains from the midterm elections two years previously as voters deserted the GOP in the final weeks of the campaign.

By now, you’ve probably figured out that this little tale was the story of the 1948 election featuring President Harry S. Truman and New York Governor Thomas E. Dewey.

What, you were thinking this story was about somebody else?

 

The Real "Dirty Harry"

The Romney campaign committed a huge error when it attacked the Obama administration as “weak” in the wake of the killing of four Americans, including our ambassador, Christopher Stevens, in Libya. But the biggest error Romney made wasn’t an error of fact (although it was, indeed, a factually challenged statement).

The biggest error was a tactical one: attacking the commander-in-chief in the wake of a tragedy for our nation. When we are attacked, most Americans rally around the president, whomever that may be. It happened after the September 11, 2001, terrorist attacks.

It is generally expected, at such a time, that politicians on either side of the aisle will refrain from attacking or blaming the leader of the nation. If the Democrats had attacked George W. Bush in 2001 for being caught flatfooted on 9-11, they almost certainly would have paid a horrendous political price.

While it remains to be seen how the public will react to this knee-jerk reaction by the Romney team, one thing looks crystal clear: the Romney attacks on this issue appear to be out of sheer desperation. The polling data has been breaking in President Obama’s favor ever since the Democratic National Convention kicked off in Charlotte nearly two weeks ago, and none of the Romney attacks seem to be taking hold.

When it became clear that the struggling economy alone would not get Romney over the top, the Romney campaign began throwing everything it could at the wall and praying that something, anything, would stick. The result has been a disjointed, unfocused, scattershot approach that has not helped Romney move the needle at all. Unless you count moving the needle in the wrong direction, that is.

As each new attack fails, the Romney campaign has placed itself on a hair-trigger setting to jump on every opening that appears like an opportunity to hurt the president politically. The attack in Libya and the unrest in the Muslim world over the ridiculous anti-Islam movie produced by some whackadoodle religious nut gave the Romney team another perceived opening to return to a favorite Republican attack line: that the Democrats are “weak” on foreign policy.

The Republicans have trotted this tired old meme out in every election for nearly 40 years, and they have grown accustomed to this ridiculous attack bearing political fruit. Their messaging on this issue had been so effective that, after 9-11, I heard even Democrats expressing gratitude that we had a Republican in the White House at that moment. (For the record, I was not one of them.)

So they’re trotting out the “Democrats are weak, weak, weak” line because it’s always been their go-to attack line in the past. But there’s a problem: it’s not working anymore.

The Romney campaign has found a lot of things to lie about this election year, and some of those lies have been fairly effective. Team Romney has run advertising claiming that the president robbed Medicare of $700 billion to pay for Obamacare, and that he took the work requirement out of welfare. These ads were nearly as effective as they were false. Romney’s polling improved after launching both of these attacks, even though they were roundly attacked by the news media as completely and provably false. But when it comes to these issues, as well as the ridiculous lies about health care bill (death panels, anyone?), they are so complex and murky that few average Americans even really know the truth. (Even some of the members of Congress who voted for the health care bill didn’t know what was in the thing.) As a result, a lot of average Americans—having no clear and easy proof that these claims are untrue—are susceptible to the lies.

The problem, conversely, with the “Democrats are weak” argument is simple. It’s a hard argument to sell when it is widely known that the Democratic president ordered in the Navy SEAL team that killed Osama bin Laden. This would be the same bin Laden, as is also widely known, who eluded President Obama’s Republican predecessor for nearly eight years.

Yes, I know that the right goes apoplectic anytime anyone says “Obama Got Osama,” but it is a fact. He who makes the call gets the credit, as inevitably would have happened had President Bush succeeded in getting bin Laden. The SEAL team went in on the president’s orders, as a result of the intelligence that the president’s team gathered. The SEALs could not have carried out the operation without the president’s order. It was a highly risky operation that included violating the sovereignty of a supposed U.S. ally, Pakistan, and if it had failed, does anyone doubt that it would have destroyed Obama politically? (I think it is clear that same people who refuse to give him any credit for the mission’s success would not have waited half a second to blame him if it had failed.)

To order the mission, against the advice of his own vice president and some other key advisers, took real guts on the president’s part (and of course, it must be said, spectacular courage and great work by the SEALs, who obviously bore far greater risk than the commander-in-chief did).

The mission that killed bin Laden is emblematic of the calm, cool and effective overseas policies of the president. Does anyone remember how he sent in special forces, early in his term, to kill the Somali pirates who had hijacked an American vessel? Or how our quiet leadership in the Libyan civil war resulted in the overthrow of longtime terrorist supporter Moammar Qaddafi?

These three missions all had two very important things in common: 1) they all succeeded and 2) not a single American lost his or her life as a result of any of these operations. If these are the results of a president’s supposed weakness in his usage of American military might, what exactly does it take to be considered strong?

The fact is, the Obama approach to foreign policy and his wise usage of our military—pinpointed, targeted special forces strikes as opposed to massive, scattershot overreactions with heavy losses of life—demonstrates that a cool hand is more effective than a hot head. And people generally know the difference. A measured (one might even call it “conservative”) approach that accomplishes the mission and prevents needless deaths is the smart move. It might not be very satisfying to those who want to go in with guns blazing to make a point. But it’s safe to say that the SEAL team mission to Pakistan made a much greater—and certainly more final—impression on Osama bin Laden than our invasion of Iraq did.

You know, I found it really amusing that the Republicans turned to Clint Eastwood at their recent convention in Tampa. While Clint has always been a tremendous actor and now a spectacular director, the fact is that the composed, cool and deadly upholder of justice he played in the Dirty Harry movies was just a role.

If you want to see a real-life Dirty Harry—the clear-headed enforcer who tracks down the bad guys and ensures they get what’s coming to them—you can find him most days at 1600 Pennsylvania Avenue in Washington, D.C.

People know the difference between an act and the real thing. Our president, Barack Obama, may be many things, but he is clearly not weak. His results speak for themselves. You could even say he’s got more Clint Eastwood in him than Clint himself.

So, Governor Romney, you’ve got to ask yourself one question:

“Do I feel lucky?”

Well, do ya, punk?

Unconventional Success at Democratic Convention

I returned to Chicago yesterday from the Democratic National Convention in Charlotte, North Carolina. After 13 hours of uninterrupted sleep, a few observations:

1) The Democrats are finally starting to understand that politics, for most voters, comes from the gut, not from the head. The average voter is much less interested in policy statements than how a candidate or party makes him or her feel.

I was in the hall for two of the three nights, and everything seemed geared toward maximum emotional impact. Michelle Obama’s speech emphasized: I’m a mom, I’m a wife, we’re a normal family, we’re just like you. Most importantly, she sought connection with the overwhelming majority of the voting public along economic lines: without mentioning Mitt Romney’s name, Mrs. Obama adroitly noted that when Barack picked her up for a date, the door of his modest car was rusted through, something we surely will never hear from Ann Romney. And her line about how it’s not how much you earn, it’s what good you do hammered the point home.

When the Democrats brought in Gabrielle Giffords to recite the Pledge of Allegiance on Wednesday night, I nearly cried. I’m sure there were others who shot right past almost.

Everything was perfectly scripted to provoke emotional triggers, and I think it largely succeeded. No high-minded logical arguments, no mind-numbing 23-point plans. If anybody could boil down the key message and tone of the Democratic Convention this year, it was basically this: We’re much more like you than the Republicans are (therefore we care about more about you than they do), and we’re nicer. The red meat for the delegates (and there was plenty, particularly in the speech of former Ohio Gov. Ted Strickland) was largely confined to time slots that weren’t widely televised.

And while President Obama’s speech was panned by many pundits (and by me) as providing nothing we hadn’t heard before, its purpose, I believe, has been largely misunderstood. The president wasn’t attempting to impress the people in the hall. He was attempting to restore the emotional connection he forged with the voters in 2008, most of whom haven’t really been paying much attention since. The people I talked to who were in the building unanimously agreed with me that the speech wasn’t Obama’s best and that it was all basically rehashed, old sound bytes. But the people I talked to who saw it on TV really liked it, and that’s what mattered, because they are the people the president needs to reconnect with and win over again. You don’t use a speech to 35 million people to preach to the converted. If the speech was old hat to me and the other people I talked to on the way out of Time Warner Cable Arena, it wasn’t necessarily so to the viewing audience at home.

2) The Democrats won the two-week convention period and did so handily. Polling in the wake of the Republican event in Tampa demonstrated very little of a bump for Romney; to the degree that he got one at all, he went from trailing 49-47 to tied 48-48. While the effects of the Democratic convention will need a few days to fully develop, coming out of the conventions ahead, as he will, is a win for Obama. Very few candidates who aren’t ahead after both conventions are over ultimately win the election. I’d have to do some research to say this for sure, but I think the last one was Harry Truman in 1948. And Mitt Romney is no Harry Truman.

I’ve been saying for weeks that if Romney didn’t come out of the conventions ahead, he would lose the election (barring some unforeseen catastrophe for Obama). I see nothing at this point that changes my analysis.

3) The Democrats will make bigger gains in the U.S. House than people expect. I was fortunate to attend a Democratic briefing on the upcoming House races. Of course, I immediately dismissed a lot of what they said as biased and overly optimistic, and naturally so: you don’t tell a group of potential donors, “Hey, there’s no way in hell we’re going to reclaim the House this year, so you can put your money away, boys and girls.” But they did offer some convincing polling and fundraising statistics that led me to conclude there is at least an outside possibility they could wrest the House from the Republicans. Personally, I still wouldn’t bet a lot of money on that happening (despite their rather optimistic claims), but there are some races that are polling more competitively than anyone expected at the start of the cycle.

I’m not going to say any more, because it was a closed briefing and I don’t want to say anything that could tip off the other side. But I will say that I came out of the room slightly more optimistic than when I entered. I think the battle for the U.S. House will be closer than expected and that the final spread will be in the single digits.