"Gaming" the GOP Nomination
The Beijing Marathon Error and the Prisoner's Dilemma

There are many efforts going on to “game out” the Republican presidential nomination, but I have only seen one effort to actually graph out the impact of a narrowing field.  It’s from the Washington Post, and entails allocation of second- and third- (and, presumably, so on …) preferences to the candidates remaining in the field.

Here is Phase I (before South Carolina):

Then Phase II:

And finally Phase III:

 

Pretty clearly, there is no one closely challenging Donald Trump until the race is down to two candidates.

At which point the issue would be “is there enough time left?” to still deny Trump.  Some say yes and some say no.

But there are a few considerations worth considering:

Potential anti-Trump factors:

Trump: When opposition to prior frontrunners collapsed in GOP primaries, it was in favor of leading candidates who were unconditionally “commander-in-chief-ly” [GHW Bush, Dole, McCain, Romney], or the son of one who didn’t appear initially to be disqualified on that score [GW Bush, sitting governor of a major state].  Trump is many things, but half the Republicans don’t think he’s “presidential” [and Democrats and Independents … well ... as Lynyrd Skynyrd once said "I know a little ... and baby I can guess the rest"].  This may account for the polls showing Marco Rubio and Ted Cruz both beating Trump head-to-head by a greater amount than the “allocation” graph above.

Conceptual: Polls are static.  Campaigns are dynamic.  Rubio has led the field throughout in “untapped upside.”  Can it be tapped?  Meanwhile the much-anticipated “Trump takedown” (painting him as unacceptable to the base) has yet to occur.  In other words, Trump may have “untapped downside.”  Jeb! Bush! spent tens of millions of his money! trying to keep Rubio’s upside untapped – and that, combined with Rubio’s own stumbles, greatly delayed his ability to get traction.  On the other hand, reports indicate only 4 percent of the money spent so far has been used on negative messages against Trump.  The “fundamentals” indicate Rubio should be more popular and Trump less popular, but it hasn’t happened yet.  [Is Rubio the Dustin Ackley of politics?]

Potential pro-Trump factors:

Rubio (1): Despite all of the painting of Rubio as the “Establishment” candidate, he is actually more conservative than that crowd usually adopts.  And John Kasich is still on the ballot to soak up any votes of those seeking a more moderate option.   Thus Rubio may not sponge up the non-Trump voters as cleanly as it may initially seem.

Rubio (2): Despite all the painting of Rubio as “more conservative than the Establishment” (as I just did), on one of the main issues for the conservative base (immigration) he is on the moderate side, and that happens to be the issue on which Trump went way right.  And Ted Cruz remains on the ballot as a non-Trump candidate who is also adopting a harder line on immigration.

And personalities and tactics come into play too.  Trump’s larger-than-life-dealmaker persona, and unlimited media access, seems to have the rare ability to turn negatives into positives (at least so far).  Rubio, meanwhile, wants to be the positive, forward-looking guy and not an attack dog.

If there is to be a scorched-earth firebombing of Trump, Rubio doesn’t appear interested in being the guy to launch it.

***

There is great potential for the dynamic to change, and, in particular, to “revert to the [Rubio-Establishment-favoring, Trump-disfavoring] fundamentals” as Nate Silver and many others have predicted that it eventually would.  But just because something is unprecedented doesn’t mean it’s impossible.  Trump winning in direct defiance of the leadership of the party he’s trying to win would be one of those cases.  Typically, “the party decides” rather than having someone foisted upon it.

Thus, two questions:

-- Will it get down to two major candidates with enough time left for the non-Trump candidate to prevail?

-- Even if there is time, will the non-Trump candidate actually prevail?

Some may be familiar with the use of game theory as a useful approach to these types of problems.  Here’s one analysis of how the non-Trump candidates face an ongoing “prisoner’s dilemma” that prevented an effective anti-Trump effort from forming.  And the Washington Post went ahead and mapped it out in "game-theoretical" format:

Now I agree that the current situation is defined by the above "prisoner's dilemma" ... but ... it only got that way due to earlier strategic failings.

And, thanks to brilliant insight from the Weekly Standard's Jonathan V. Last, we can call it the "2008 Beijing Marathon Error."  Here's his article.  In the 2008 women’s Olympic marathon, a 38-year-old Romanian runner named Constantina Dita took the lead, and all of the “major” competitors let her go as they jockeyed for position among each other.  They all assumed there was no chance she could hold the lead.  By the time they realized Dita wasn’t going fade (and she took advantage of a tactical opportunity on a part of the course where she wasn’t visible to the trailing pack), it was too late for her to be caught.  Maybe 99 times out of 100 she loses, but she's the one with gold in her drawer.

Likewise Trump.  All the other campaigns thought they could let him run point until it was time for the "real candidates" to "reel him in."

As Rick Perry once said: Oops.

***

Nevertheless, political scientists from Stanford have concluded that Trump can’t make it to a majority given the apparent limits on his support.  But others say the opposite.

The historical record is that opposition to frontrunners eventually collapses as the campaign goes deeper into March, but, as I noted, that is not really applicable to Trump (since he does not have the party establishment trying to "whip" the voters into bringing that about, and because he has such high negatives among those not supporting him).

But, because of that record, we don’t know if a frontrunner can actually be dislodged from that status by a challenger who stumbled out of the gate and has yet to shake off “the pack.”  [True, Bill Clinton came out of “the pack” after a troubled start in 1992, but that race didn’t have a clear frontrunner like Trump.]

So what happens from here will be pretty much unprecedented.

Comments

1
jokestar's picture

I think that Trump has probably reached his high point in percentage of voters for him. As more and more candidate pull out, I don't see their supporters swinging to the Trump campaign. I really don't see any of the Republican candidates having enough votes to win the nomination before their convention. It'll be an interesting time. I also think that if Trump wins the nomination, that the Democrats win the election walking away. Two thirds of the voters are, either, Democrats or independents and, from all I have been able to see and read, neither of them are very inspired by a Trump presidency.

2

Thanks for that...made for good reading. :)

I believe it will be critical to see whether Kasich and Carson drop out before the 15th...those WTA states tend to be the final deciding hammer blow.

3

On March 4th, 1944 the US Army Air Corps launched its first daylight bombing raid on Berlin.

You can bet that tonight Trump is targeted by two, three or all four of the candidates standing on the stage.  No kid gloves now, he and his record (or lack of it) will be the target.  BTW, he ducked another Fox event last night.  His personal bogey-woman, Megyn Kelly was hosting, you see.  BTW, Rubio was off the charts good.

Lots of fireworks tonight, you can bet.

4
tjm's picture

I was one of those who said for months that Trump could never amass the delegates he needed to win a first ballot convention vote. In other words, an outright majority. I still think it's possible he won't, but more likely that he will. The calendar isn't friendly to his opponents.

I assume Kasich. Rubio and Cruz will stay in until their home states vote - 3/1 Texas, 3/15 Florida and Ohio. By that point half of the total delegates will have been allotted. If Trump continues to amass delegates at the rate he has been the math gets daunting for everybody else, even if at that point it becomes a two man race. New York and California, the mother lodes of delegates, will not yet have chosen and both are likely to be big Trump states. He could have an insurmountable lead by the time the field dwindles.

A Trump nomination would be a remarkable development - from my point of view not a healthy sign for the republic - but as you say, Spec, unprecedented. Strange days, indeed.

5

With Rubio having 'hired' the Koch brothers chief political advisor to now run his campaign, he is assured all the money he needs to stay in.

Cruz has no friends in the party whatsoever, and if he loses Texas he has no path forward.  

So I think the two-man race happens sooner rather than later.  But at that point, with bully-Trump going full voilume, does Rubio have the cojones to respond in turn?  I don't know.

6

Thanks for restoring order Spec.  ... your website still on its way?  For material like this I'd be thrilled to subscribe.

Love that you brought the Prisoner's Dilemma in to it.  That was exactly the paradigm I was using for Rubio-vs-Cruz much less Carson and Kasich.  

But!  Last night on Kelly, they all seemed to perceive no dilemma whatsoever.  Dr. Carson, for example, seems to regard it necessary to get his message out there, and completely unconcerned about a Trump nomination.  I'm not sure at this point any of the other four candidates regard that to be a "worry."  Could be the pundits and public only who see it as a concern?

7

Thanks Spec! So many see the process going this way, and it would be nice for the popular belief be right for once.

It is curious though that the same people who believe that Trump has been fading in popularity the past 6 months or so, put out the model that shows Trump will not get to 50% of the electorate. Yet, until 3 weeks ago the reports were all about how the non-ESTABLISHMENT candidates were well over the 60% of the electorate. Thus, I still question why all the experts and pundits believe that less than 10% of the Carson and Cruz backers will drop their non-establishment candidate when he leaves the race for the establishment choice.

Time will tell, but I think this election is over on the Republican side... and it has been for a while... but the establishment would still rather lose to the Democrats than support President Trump. 

8

There's no doubt in my mind.  Trump caps out at 35% and Sanders, something like 30%.  Are we going to need to tally the election with imaginary numbers?

Spec notes that whatever happens from here, it will be unprecedented.  But previous gaffes have not slowed the pundits down a whole bunch ...

Here's an amusing compilation of earlier doomsaying.  ;- )  Goes to the issue of whether the hard-cap predictions carry much weight now.

9

That article was a beaute. Thanks. Too bad she did not suggest how to get into that field, as my three college student kids will need jobs come this summer. 

10

Polls coming out in the last couple of days all very much line up with a "Phase II" state-of-the-race depicted above.  Trump circa 40; Rubio in the 20s.

By the way, my sense is that voters will treat Carson as having dropped out even if he doesn't, and Kasich will "cherry-pick" his states, such that -- in most states -- it will play out as the three-way race shown in Phase II.  Voters in Florida, for example, will catch on that Kasich ain't there and act accordingly.

11

The Trump problem is that his voters aren't dedicated Republicans - they are dedicated Trumpers, especially the new voters that he's bringing in. The only way to beat him is to get nasty - it's pretty clear that he's not going to beat himself. But if they get nasty, he'll get nasty back (and he's a brute). If they somehow win with nasty, he'll pout, take his voters and go home. A healthy% of them won't vote for the other candidates absent a full-throated Trump endorsement and it's hard to see that happening. He really doesn't like any of them. 

By contrast, Bernie's voters will mostly vote for Hillary if she beats him. Some of the millenials might stay home but she will definately get his support and endorsement. So a healthy % of Trump's voters stay home, a healthy % of Bernie's vote Hillary and she waltzes to the White House. 

This is the weirdest political season I've ever seen. 

12

Told you!

A terrrific night, if you're a Rubio-dude. Trump was exposed as not having a clue.  I really wish the Peurto Rico question had been thrown at Trumps before Rubio.  

Cruz got some uppercuts in, but this was Rubio's night.  Not that it really matters with Trumpians, you understand

The great line that Rubio missed tonight was this, "To quote a great American, Mr. Trump....There you go again...."

I used that once in an editorial, btw.  Truth in advertising....

Trump?  My goodness, the horror, the horror.

Kasich?  He played himself into the VP discussion, if Rubio is the nominee. 

13

People think to beat Trump, candidates need to drop out so that the vote can consolidate. But the reason why Carson and Kasich need to drop out is because they are saving Trump from getting savaged in these debates. Tonight was a prime example of that.

Trump was ready to lose it, like a bully who is no longer threatening, and is exposed as a one trick pony with a pathetic counterpunch that amounted to a tired insult used and used again. Rubio and Cruz were ready and eager to respond. Trump was getting pummeled By a withering pincer movement by Rubio and Cruz. Only the increasingly silly and self serving Carson could save him, by diverting the attack so he could give a two minute sermon. Kasich did the same. At one point, Carson gave a pathetic whine, "Will somebody attack me so I can speak." Memo to Ben Carson: if you want to be attacked, go on the attack. 

If Trump wins this, Ben Carson will get a lion's share of the blame. Tonight he saved Trump from complete annihilation. And yes, Kasich did his part as well - except at least Kasich has a wealth of experience In the issues being addressed. But he is helping Trump in like fashion. 

Trump has 30 percent base support at best (probably closer to 28). Saved from attack and able to pose as a winner, he has brought it up to 45 or so. Rubio and Cruz realize that that is where the votes are, and are going for that 15 percent drifting toward Trump. 

15
lr's picture

On Super Tuesday 12 states are voting.  In 7 of those, Trumps betting odds are over 90% to win. If you've been following the markets this election, you'll know when a candidate gets that high they win, period. Same as 2012, same as 2008. For reference, in South Carolina Trump was around 90-95% in the last 2 days before the primary. He won by 10 points, slightly under what the polls were predicting, and took all 50 delegates. Cruz got 0, Rubio got 0.

In the other 5 states voting on ST, there is 1 where Trump isn't the favorite, Texas, where Cruz is about a 4 to 1 favorite. 1 state. The other 4 Trump is the favorite, ranging anywhere from 2:1 to 6:1. It is more likely than not that Trump wins 10 or 11 states out of 12 on ST. And the next few states after ST like Illinois and Michigan, Trump is up double digits in those states as well. He's winning in Kasich's home state of Ohio as we speak too. He's just ahead everywhere.

Rubio is pinning his entire campaign at this point to Florida, his home state which votes March 15 and is a winner take all state of 99 delegates, a big trophy. The last 2 polls that just came out of Florida has Trump up by 16 and 20. He's roughly an 80% fave in Florida as of today, but when you figure in that he's about to steamroll ST, and that Carson and his 3% is the only one who MAY drop out before then, it will take an absolute bombshell to prevent Trump from winning Florida. If those FL numbers hold for another week, he will be in the 90-95% range. If I were a betting man, and I am, I would put the farm on Trump being the nominee. He's currently at -365, which is an absolute bargain considering he is dominating nearly every state, even his biggest rivals HOME state.

The debates aren't going to stop Trump. He may look and sound like he doesn't have any real policy to most of us, but that doesn't matter. His voters DO NOT CARE what his position on the hc mandate is. They don't care that he voted democrat most of his life. They don't care that he hired illegal workers, or that he bankrupted 4 projects. They don't care that the only tools in the toolbox are bravado and limited vocabulary insulting. We're past the point of thinking the debates are going to derail him folks. Trump v Hillary, whether we like it or not. I'll be sitting this one out, and I wish the the anti-Trump Republicans in this thread would sit it out as well rather than act as party bots.

16

Now it is time for the media to rehabilitate Trump by giving him gobs of free time to slobber over him. We need more debates, free wheeling for democracy's sake. It is too bad the press is running them. 

17
Taro's picture

Just read the Bill James article on Trump. James is just as arrogant and condescending as Trump, but at least Trump is honest about expressing himself. James puts on a humble facade publically and then goes full elitist jerkoff in his writing and interactions with his fans.

I will be voting for Trump and I don't consider myself a moron, thank you very much.

Hows your prediction that Julio Borbon would be better than Rickey Henderson work out? Really turned out to be a phenom with his career 1.5 WAR. Still like Zito over RJ and Pedro in the early 2000s? Am I still a complete idiot for thinking that Griffey's peak was better than Craig Biggio? I guess I am since I'm such a total moron to be voting for Trump. Good to know.

Screw Bill James.

18

Good points, Taro. I know a number of people whom I respect quite a bit: hard working, salt of the earth people, who support Trump. Quietly, of course. And now I know another one. The second half of the article could have served as a full throated endorsement of Trump, but James was terrified of being tagged a Trump supporter, so he had to douse the whole thing in ice cold water first.

I am not a Trump supporter -  but I am not convinced he would be a disaster for the country. Furthermore, the key to defeating him is not to insult everyone who thinks this nation needs the restoration of the things James points out in his article, Apparently there are a number of pro-Trump idiots working the comment lines and polluting the waters with a lot of horrible vitriol. Absolutely nothing new there - it's a bipartisan trait. That's why we come here: to dialogue and understand in an environment of respect and tolerance.

19

++ I will be voting for Trump and I don't consider myself a moron, thank you very much. ++

Epic.  :- )

.....

Not to defend James overmuch; I'm annoyed with him in recent months too.  But do be aware of the syndrome.  

(1) 70-90% of his readers are left-wing militants of the (very) closed-minded sort - at least going by the comments threads and Hey Bills at his site.  

When I speak up in a political comments thread at BJOL it is always, every single time, me against 12 commenters who are spluttering with rage at my positions.  Never one time has anybody, especially James, said a single word in the support of my non-leftist comments.  James himself couldn't care less about unfairness in his comments threads.

(2) He has to be very careful to tell his readers how much he agrees with most of their leftist attitudes, and then

(2a) He has to state any "foreign" ideas to them in the gentlest of terms.

(3) And then they'll still savage him for dissent.

The article about Trump was a prototype of the way he tries to deal with his readers.  He has to bait-and-switch them in order to get any chance of a hearing - to comfort them that OF COURSE, OBVIOUSLY they're 95% right but maybe, perhaps, there is 5% they've accidentally overlooked just a smidge.

It doesn't work, much, but that's been his pattern ever since he put the site up.

20

For me, Ben Carson is the definition of what I'm looking for in a great President:

1.  Super-intelligent

1a.  Unquestionably so

2.  Six-sigma integrity and character

3.  Nice guy

4.  Understated; more light than heat

5.  Life of service to children, not a life of service to his bank account

6.  Black (a big advantage when trying to unify)

7.  etc.

Donald Trump is indeed the opposite of these things, except #1.

.....

That said, I wish there were some way to get people off the idea that only idiots could vote for Donald Trump.  I certainly avoid saying that about Hillary's or Sanders' voters.  It's important to give the other side credit for some intelligence and good intentions.

Very, VERY glad that Taro spoke up and ID'ed himself as a Trump voter.  

21

If Trump is the nominee I'll vote for him and regard him a Harry Truman type at a time we probably do need a Harry Truman type.  As James says, the PC has become unbelievably suffocating in the "intellectual heights" of our society -- universities, Hollywood, NYT, etc.  And Trump kicks that down with alacrity.

James makes the point that the American President must think in terms of what is best for America.  Without any question, we have lost focus on that point recently.

All the PC word police can do, at the moment, is glare at you.  We need somebody who authentically does not care if he is glared at.  A man like Donald Trump could prevent the PC word police from later gaining control of the mechanisms of real punishment.

Free speech isn't the only value in America, but it's a rather important one.  Give 'em h***, Donald.

22

My take on Trump is that he's an "un-Truman."

1.  Political experience (Truman was a two-term senator)

2.  Military experience

3.  From where I stand, Trump isn't "giving 'em hell" as much as he's playing to the crowd.  The man has no political soul but he's got some major PT Barnum in him.

4.  Truman made some of the most brave (and correct) presidential political calls of the last 70 years.  He didn't pull them out of a hat, but chewed and stewed and (often in the face of great opposition) got them right.

A. Dropping the bomb

B. The Truman Doctrine and Marshall Plan. Chuck in the Berlin Airlift, too.  Alone, those policies shaped the post-war world entirely for the better.

C. He desegregated the armed forces and began the push for civil rights in the south.

D.  He sacked Macarthur, establishing that he was going to direct foreign policy, not a prima-dona general.  Heck, before that his quick response to the crisis on the Korean Peninsula was exactly the right thing to do as well.

E.  His recognition of Israel.

And on we could go. 

Try as I might, I'm not seeing The Donald having the political foresight or wherewithall to do any of them, except maybe drop the bomb.  Likely on Vincente Fox, btw.

Truman was a tough politician who knew the ropes.  Perhaps one of FDR's greatest accomplishments was giving the boot to Henry Wallace in '44.  Considering what Truman was able to accomplish, we should be thankful for what FDR did.

Last night Toto wandered behind the curtain and exposed "The Great and Powerful Trump" as being a small and petty man, despite  The Donald's smoke, flame and bluster to the otherwise.  However, I am greatly concerned that many folk will ignore the evidence and buy his "Pay no attention to the man behind the curtain" schpiel. Chris Christie will certainly make that pitch for him, as well.

The secret is out.  I just hope the electorate was paying attention.

There is no perfect training ground for the presidency.  But being a bombastic charlatan, whether in Manhattan or on television, is likely as far away from it as you can get. 

23

I don't know if your and my take on it is shared by the average person.  After-debate polls were massively in Trump's favor, which (even if dubious in accuracy) doesn't jibe with a Toto interpretation.

I agree with you Keith that Trump is a kind of bully and there are moments you can detect his insecurities.  His bravado / toughness / whatever is not grounded in real moral fiber.  He's courageous, but his courage isn't coming from a place of sacrifice or unselfishness.

But yeah.  Trump has a weird, weird background not comparable to Truman's; the point on which I was comparing them was their willingness to go bare-knuckle with detractors.

+1

24

Didn't see the post-debate polls, but (agreeing with you) I'm not sure you can put a big dent in the "The Donald Man Crush" that the Trumpites hold, at this point. 

Where I see the con artist they argue that such is all part of his rogue brilliance.

When they stare at their Donald, they are blinded by the light.  

26

I would do the same were I Bill James. Couch it very carefully, and it is always helpful to have another guy on your side. I don't like these 4 on 1 or 5 on 1 shows in which a token liberal or conservative is in the lions den (Bill Maher, The View, or Fox's The Five). It ain't a fair fight. 

27

But Taro, how do you REALLY feel????  :)

Kidding, of course....

Appreciating your frustration, but if Trump has any qualification (or background or experience) to be President then he may as well nominate Judge Judy to be on the SCOTUS and Tea Leoni to be Secretary of State. Heck, let's go with Alan Alda for Surgeon General and Matt Damon as Director of the CIA.  Let's not fool around, let's get 'em all.

29

I have some Rubio fans who are in depression mode and have given up. This could help.

Rubio is the GOP candidate/quarterback some of us here on the right have dreamed of for quite some time now: young, smart, dynamic, upbeat, speaks in complete sentences and does his homework. But it's after halftime and we need our Russell Wilson to shake off from the earlier mistakes and mount the comeback.  

30

Has been from the jump.

Would assume that if this isn't his time, then he'll be a frontrunner at some point down the line.  Not sure Ben Carson, e.g., has that kind of time left?

31

Rather than Sojo. That's a little how I feel regarding Rubio. Now, imagine if you had to wait four more years to get to see Arod play shortstop for your Seattle Mariners if you didn't play him in '95.  Green, but wow, the talent. And he's more ready than Obama was when he took over. Upside, baby. And he knows his stuff when it comes for national security. Study, study, study. Learn and apply.

Now, Rubio couldn't come out and say that in the New Hampshire debate: "Hey, I have more experience than Barack Obama when he took office." Imagine the haymaker Chris Christie had waiting for him: "I knew Barack Obama. I hugged Barack Obama..." Something to that effect except that would have killed in a GOP debate. So Rubio played it safe and invited folks to read between the lines. He became the butt of jokes immediately - but, like Russell Wilson after a loss, he picked himself up, learned his lesson (as he said, "that will NEVER happen again") and clobbered Trump last night by learning from it.  Oh, and had a ball doing so. Happy warrior.

32

The A-Rod analogy is a fantastic one. As someone who supports Democrats, Rubio has long been the potential opponent I've feared the most. I've been calling him as the nominee for months. He just ticks so many boxes: young, hispanic heritgage, from a swing state, affable personally. And while I still think he's very formidale, his recent fumbles in the spotlight have me pretty confident about how he'd perform against someone like Hillary. Just my biased take :P

33

But he has those years.

Right now he seems to me like a 19-year-old who is slugging .570 ... at Tacoma.  Spotty first turn around the league maybe.  :- )

That 'swing state' point ... wonder why you don't hear much about this.  Florida has been relevant in U.S. politics recently...

........

Dan, sometimes a politician 'loses' a campaign, like Hillary v Obama, and it builds their brand even in losing.  Other times they are chucked to the curb unceremoniously.  Objectively speaking, where does Rubio figure to land if he loses to Trump?

34

I don't think it matters as much if he loses as how he loses.

I think it was just odd that he made so many of his attacks against Trump last night with a big smile on his face.  Was that to make him seem friendly?  To me, it came across like he didn't even mean it.

But today was (to me) a real step back for him, with the full bore attacks with classy lines like, 'maybe he wet his pants'.  I can't imagine the majority of the electorate finding that very presidential. 

In other words, in the long play, I'm not sure doing the 'Trump Lite' is the right way for him to go.

35
tjm's picture

. . . so he will be out of office. I suspect he's fine with that and will land a richly-remunerative rain-making job with a big law firm so that he can pay off his loans. He doesn't seem to me to like politics that much anyway.

Maybe he runs for governor of Florida at some point which would be a way to keep a political career alive. 

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