Joel Wertheimer

Joel Wertheimer

@wertwhile.bsky.social

Civil rights attorney. COYS.

6.7K followers563 following4.1K posts

More or less yes, or at least, specifically starlink should be nationalized since it’s obviously relevant to national security.

Steve Zorowitz@stevezorowitz.bsky.social

*MUSK: BOTH SPACEX, TESLA HAVE SPECIAL CMTES TO DISCUSS MERGER By all rights,we should be having a special government committee to discuss nationalizing SpaceX and arresting Musk.

So I did bad data analysis earlier trying to recreate this but with vote history. I deleted all the posts about it because what was getting captured in was just the large secular decline in Dem RV advantage in NC. So I redid it and I’m hoping I can get earlier data to improve but…

G Elliott Morris@gelliottmorris.com

North Carolina early voting update: Democrats currently make up the highest-ever share of early ballots cast at this point in the EV window. But will that translate to a lead on Election Day? I look at the historical EV data and voter rolls to find out www.gelliottmorris.com/p/2026-10-20...

I sort of think the actual outcome is more interesting. EV data in aggregate doesn’t tell us much at all and EV data from regular voters doesn’t tell us much bc definitionally they eventually almost all turnout. But there is signal in irregular voter turnout starting next week at least in NC!

In North Carolina, unaffiliated voters are much more likely to have voted in the Dem primary this year than in 2022. In Maine I don't know 2022 - and in fairness, the Dem senate primary was obviously a big thing, but same pattern.

This is not an EV = outcome post, because it's just raw votes and until there's data on infrequent voters from votehub i don't think it means much, but by god Maine Democrats are sick. Voting like it's 2024.

Funny enough I'd also been building my own NC dashboard. I focused on splitting voters into propensity quartiles and doing this as rate of registered voters. The high propensity voters will eventually turn out regardless, but you can learn something from the low propensity ones I think.

Thanks to @wertwhile.bsky.social and @gelliottmorris.com for inspiring this quick collab with Brother Claude. Full NC Early Vote dashboard, including turnout counts, linked voter behavior, and a bunch of other goodies. Feedback welcome!

My firm belief is that Susan Collins is going to significantly overperform the fundamentals in Maine and lose.

I am deeply suspicious of any analysis ascribing electability superpowers to a candidate that scans as this old and enfeebled given the last two Presidents and how all that has gone.

So funny how not true this is. It’s all on the margin! Tell it to Coreweave.

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

T at Apollo: Expected AI returns (>10%) far exceed the ~4% Fed funds rate, making tech capex immune to rate hikes. Add heavy Treasury issuance to the mix, and yields will remain higher for longer. 📈

This is completely correct. In a world where Democrats can do everything they want on permitting in the future (trifecta, kill filibuster) then the relevant question about the current permitting bill is only whether it's better than the status quo, not an imagined better bill.

David Roberts@volts.wtf

I would add, @realjaredhuffman.bsky.social knows all this. The leaders of the green groups opposing this bill know all this. They know the idea of a tradeoff-free bill just over the horizon is an illusion. It's false. When they say it, they are misleading their members, their voters.

Like, imagine Republicans and Democrats agreed to a bill tomorrow to increase SNAP funding that Trump would sign. On what planet would people say we need to wait because Democrats might have a trifecta in the future and can do what we want?

The only reason to say wait and see on the permitting bill is if you think it's worse than the status quo, and it's very much not, both for climate and for affordability. Saying wait and see for leverage is just illogical.

Unfortunately Maine does not give public voter file full history to see how low propensity voters are doing, but somewhat comically more Democrats have voted already this year than in 2024 at the same time. Additionally, we can see Dems have a lot more early voters who never voted absentee/early.

Ok @votehub.com does have the vote history through L2 for Maine and about 1600 Dems who voted 0 or 1 time in the last three elections have voted already compared to 500 Republicans. Votehub (and I don't know how their model works they should explain it!) is now projecting a D+4 vs 2024 electorate.

Feel reasonably confident the productivity will all show up when the capex spending stops and a recession happens and layoffs happen.

Mike Zaccardi, CFA, CMT@mikezaccardi.bsky.social

AI isn't in the productivity data yet. -T at Apollo Output/hour is ∼2.5% but SF Fed TFP is ∼0% and flat since the AI boom started. Capital deepening.. not innovation.

I am perfectly willing to believe NY is continuing to move right relative to country but I am struggling with the electorates that the top pollsters are pumping out. They seem to be targeting a 2022 electorate and I don't really understand why. Here's recent elections and RVs vs Marist and Siena

View full thread

What we seem to be hearing from pollsters is that they're having a really hard time reaching rural Republicans so we might be getting too many (sub)urban GOPers and too many rural Dems but it's pretty unclear to me which way that cuts.

Which way do we think this cuts right now? I do know it's rural voters who are most impacted by gas and diesel prices, not urban ones! Maybe a reason people in NY are less upset with GOP (along with Wall Street doing well?). Just guessing, really don't know.

I am perfectly willing to believe NY is continuing to move right relative to country but I am struggling with the electorates that the top pollsters are pumping out. They seem to be targeting a 2022 electorate and I don't really understand why. Here's recent elections and RVs vs Marist and Siena

View full thread

Similarly, if you had too many educated Republicans and too few educated Democrats you missed something, even if you had the right number of college ed/non-college and GOP/Dems on the topline. Getting those wrong make it more likely you'll miss swingy demographics.

Almost all pollsters are weighing to 2024 vote on some level this year and so the question is, are there subgroups after that weighting that are getting missed and which way are they swinging, what is controlling for 2024 vote missing in the polls, that's where the error would come from.

I am perfectly willing to believe NY is continuing to move right relative to country but I am struggling with the electorates that the top pollsters are pumping out. They seem to be targeting a 2022 electorate and I don't really understand why. Here's recent elections and RVs vs Marist and Siena

View full thread

Of course, lots of polls in 2020 weighed to 2016 recalled vote and still got things very wrong, so what the hell happened there? Well, let's say you were a Trump voter in 2016 and you were very COVID cautious or a Clinton voter who hated COVID lockdowns? You were among the most likely switchers!

Polling error comes from our weighting targets not accurately representing the population and in 2020, COVID cautious 2016 Trump voters responded to polls much more than non-cautious ones, and non-cautious COVID Clinton voters responded less and there's your big error despite 2016 weighting.

I am perfectly willing to believe NY is continuing to move right relative to country but I am struggling with the electorates that the top pollsters are pumping out. They seem to be targeting a 2022 electorate and I don't really understand why. Here's recent elections and RVs vs Marist and Siena

View full thread

Also make sure you're polling the right geographies and that those geographies have the right number of Republicans and Democrats. This is more expensive though! These pollsters just seem to be taking the 2022 electorate and calling it a day and it's bad.

I am perfectly willing to believe NY is continuing to move right relative to country but I am struggling with the electorates that the top pollsters are pumping out. They seem to be targeting a 2022 electorate and I don't really understand why. Here's recent elections and RVs vs Marist and Siena

Ok here's what I think is happening: pollsters are all taking shortcuts to guess at the electorate because they're afraid to model it themselves anymore basically even the ones using a voter file who could do a good job of it. bsky.app/profile/chic...

MLC@chicyph80.bsky.social

Alright, give it to me, what do you think is happening? lol

Thought this was great, as was the @owasow.bsky.social article underlying it I just reposted. Curious how we might try to estimate the underlying effort levels of the population writ large to use this or a similar schema useful in a weighting scheme.

This post is unavailable.

Joel Wertheimer reposted

Replying to @owasow.bsky.social

In case anyone is interested, here’s my thread from on Text as Behavior: bsky.app/profile/owas...

Omar Wasow@owasow.bsky.social

“Writing is hard.” Thrilled to share that this simple idea led to a new paper in Political Analysis! Where most text methods focus on content, I test if expression is also effortful action. I find simple measures like character counts reveal attitudes and predict voting. cup.org/4cUmoXi 1/

Thought this was very good

new newsletter, laying out in probably far, far, far too much detail how yudkowsky and the weird ideological commitments of ai safety eventually led to OpenAI and Anthropic massively overtraining their models on cybersecurity and being shocked at them "going rogue"

One of the few pieces that takes the technology seriously, the safety concerns seriously, the ideology seriously, and that the ideology may be self-fulfilling prophecy.

I have been seeing a lot of people not trusting the polls in the Midwest, which is totally fair given recent history. But if all you knew were Trump's national net approval, there would be absolutely nothing weird about any of the polling in any race right now. wertwhile.substack.com/p/on-polling...

wertwhile.substack.comOn Polling Error: Zoom OutDonald Trump is in his second term overseeing high gas prices and well above target inflation, a foreign war nobody likes, and was elected despite his deep unpopularity to begin with.

From ad impact, democrats closed a 26% spending gap to just 7% in airings bc of lowest unit cost rule. Going forward might get to an advantage. Hard dollars are good!

Joel Wertheimer@wertwhile.bsky.social

Here's a chart of how things standing using that Ad Impact data and also some FEC data though it's a bit out of data. You can see 1) that the GOP advantage goes down in terms of future reservations and that's overstated bc of Talarico reservations but also bc of hard/soft distinction.