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Is there some analysis why the polls didn't correctly predict the result?

A failure in representative polls like this should be avoided with statistical methods.

Same exact thing that happened in 2016: if you repeatedly demonise a section of the population, don’t expect that section of the population to be honest with you about its opinions when those opinions are what led you to demonise it in the first place.
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The polls were actually surprisingly close. The final margin between the candidates in key states will be smaller than a reasonable margin of error for any poll.

The margin in Pennsylvania will continue to shrink, as the only place with lots of votes left to count is Philadelphia. Michigan might still flip blue, because the only place with votes to count is Detroit. Arizona is still a total coin toss, with 51k vote difference and >1200k votes left to count. Wisconsin is going to be close too, although it will likely stay red.

None of that matters when there are less ballots left to count than the margin in PA, but still, the message from the polls before election was "this will be a nailbiter", and it kind of was.

You didn't listen to what the pollsters were saying.

What they said was that they could not predict the outcome, and were giving basically 50/50 odds of either candidate winning, which is essentially just another way of saying "I have no idea".

Just because their odds were 50/50 though, does not mean the outcome would be close. The pollsters were all warning that the swing states would likely be strongly correlated, so if a candidate performed strongly in one swing state, they'd probably perform strongly in all of them.

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If you look at the polls, they were incredibly close. This result is totally consistent with the polls, given the margin of error.
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AtlasIntel did. I met Thiago (CTO) in Rio and Boston while he was doing his math PhD at Harvard, he is nice person and a fine mathematician: their methodology uses online polling on social media with micro-targeting. I only assume competitors are not leveraging social media as well as they are. Roman, the CEO, said they will donate all their raw data from the final polls to Roper Center at Cornell for academic research[1].

[1] https://x.com/andrei__roman/status/1854051400273244534

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What I heard recently is that the 2020 polls were actually less accurate than the 2016 polls. (the 2020 polls simply accurately predicted the winner, so there wasn't so much controversy.) From that standpoint, it's not clear that polling has had very good accuracy from 2016. What I'm not sure about is why pollsters are not able to adjust their models towards more accuracy, but it does seem to be a longitudinal problem.
They did. The pollsters that were close in 2020 were close in 2024 as well. (Rasmussen, AtlasIntel)

My explanation for this is that most polls were fabricated, showing enthusiasm for (D) which wasn't there. Basically, a form of propaganda. The most striking example here is Selzer, with that Harris+3 Iowa poll the day before the election.

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Busy people have no time to answer polsters. When you heavily critisize one group of supporters (and the social stigma associated with it), dont be suprised that in private they think differently. Finally, intentionally fabricating wrong poll results can psychologically influence weak minded (due to group think and our desire to comply with social norms). So it is immature to accept polls as a real indicator of what people think (especially in controversial political environment).

In reality, a lot more people have traditional values when it comes to race, LGBT whatever, sexism, spiritual values, opinions on Russia, Israel etc. However in public they may be scared to voice their true opinions.

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Why do you think the polls would correctly predict the result?

Use Polymarket instead, where money is on the line.

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The polls all said it was 50/50. They seem to be very accurate so far.
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"the polls" are often just part of a narrative to influence the outcome.
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The polls predict chance of winning, not share of the vote.

If I predict a coin toss to be 50/50 that doesn’t mean I expect it to land on its side.

The polls were predicting a near-tie for months. That was the correct prediction.
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> Is there some analysis why the polls didn't correctly predict the result?

The people in a swing state choosing to spend time responding to polls are insufficiently representative. They're drowning in advertisements, calls, texts, unexpected people at their door and randos on the street. Why would they give time to a pollster?

Heavy partisan bias. Polymarket predict this quite well. Putting your money on the line is still a thing.
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The conversation has become so polarized that people are preferring to hide their intentions to avoid confrontation.
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Single-event statistics projections are pretty useless. Much more so when the “projections” are 50/50.
If you read on the methodology of some of these 'election models', you'll understand there's a lot of narrative chasing that goes on (or even just "herding towards the least controversial number").

For example, from Nate Silver's blog:

> The Silver Bulletin polling averages are a little fancy. They adjust for whether polls are conducted among registered or likely voters and house effects. They weight more reliable polls more heavily. And they use national polls to make inferences about state polls and vice versa. It requires a few extra CPU cycles — but the reward is a more stable average that doesn’t get psyched out by outliers.

All this weighting and massaging and inferencing results in results that are basically wrong.

Come Election Night he basically threw the whole thing in the trash too!

Seems like they pretty much did? The polls said "a close race in each of the swing states, which either candidate could win". And that's that happened, no?
One experience I had (coming from an Austrian right wing province) is that a significant share of polled people will not reveal to the pollster they are voting for the xenophobic candidate, because they don't want to be seen as a bigot.

It is like when your doctor is asking you if you eat fast food — some people will downplay it because they know it is wrong, but do it anyways in a "weak" moment when nobody is looking.

So suddenly in my village where I know everybody 56% voted for the right wing candidate, yet everybody¹ claimed not to do that when asked before or after.

¹: except one or two open Nazis

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The polling system even without herding is broken because no one wants to respond to random texts
I've yet to see anyone else mention it but my theory:

Messaging is build on focus groups, and tweaked to get the best results by both sides. That group is the same group that does polls.

Its a Goodhart's law in action: Any observed statistical regularity will tend to collapse once pressure is placed upon it for control purposes.

Seems like they pretty much did? The polls said "a close race in each of the swing states, which either candidate could win". And I that's what happened, no?
All the polls I've been reading (including ones like betting sites, who lose money by being biased), were predicting this exact outcome.
Bookies are a way better indicator than polls, I've opted to stop checking polls and only follow the bookies. Nearly all of them gave Trump at least a few percentage points of an edge, at a minimum. Now I'm not saying they're infallible, but they make or break their business by figuring these odds out, so there's a lot of skin in the game for them to be on point.
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Because a percentage of people who vote trump tell everyone they will vote dem to not be bullied or frozen out by their friends, relatives, colleagues, etc. Dr Phil described it well I think.
Vegas and prediction markets consistently had Trump as the favorites.

Polling companies are in the business of media deals and government contracts. They will develop methodology and reporting to that end and the money is in "a close and contested race", even if it won't be.

I have yet to see any polls predict any result in any election.
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The betting odds were not particularly close, especially in the last few weeks. It’s better to look at these rather than polling.
It seems prediction markets did better on this one: https://www.astralcodexten.com/p/prediction-markets-suggest-...

(and this was while Biden was still in the race)

The polling margins were razor-thin.

Pollsters such as Nate Silver were giving gut-takes of Red over Blue, e.g.:

"Nate Silver: Here’s What My Gut Says About the Election, but Don’t Trust Anyone’s Gut, Even Mine" (Oct. 23, 2024)

<https://www.nytimes.com/2024/10/23/opinion/election-polls-re...>

I've done a somewhat half-assed take tonight of comparing actual returns to latest pre-election polling by state

Why that is, isn't clear. Political pollsters have been struggling for years with accuracy issues, particularly as landline usage falls (it's <20% in most states now), and unknown-caller blocking is more widely used (both on landlines and mobile devices).

Polling does have periodic calibration events (we call those "elections"), but whatever biases the polls seem to experience in the US, it's apparently systemically exceeding adjustment factors.

Polls / votes and deltas:

  QC   State EV  BP  RP  BV  RV   Bd   Rd

   4:  AL     9  36  64  32  65   -4    1  
   4:  AK     3  45  55   0   0  
   4:  AZ    11  49  51  49  50    0   -1  
   4:  AR     6  36  64  34  64   -2    0  
   4:  CA    54  63  37  60  37   -3    0  
   4:  CO    10  56  44  55  43   -1   -1  
   4:  CT     7  59  41  54  44   -5    3  
   4:  DC     3  92   7  90   7   -2    0  
   4:  DE     3  58  42  56  42   -2    0  
   4:  FL    30  47  53  43  56   -4    3  
   4:  GA    16  49  51  48  51   -1    0  
   4:  HI     4  64  36   0   0  
   4:  ID     4  33  67  33  64    0   -3  
   4:  IL    19  57  43  52  47   -5    4  
   4:  IN    11  41  57  39  59   -2    2  
   4:  IA     6  46  54  42  56   -4    2  
   4:  KS     6  42  51  41  57   -1    6  
   4:  KY     8  36  64  34  64   -2    0  
   4:  LA     8  40  60  38  60   -2    0  
   4:  ME     2  54  46   0   0  
   4:  ME-1   1  61  39   0   0  
   4:  ME-2   1  47  53   0   0  
   4:  MD    10  64  36  60  37   -4    1  
   4:  MA    11  64  36  62  35   -2   -1  
   4:  MI    15  50  49   0   0  
   4:  MN    10  53  47   0   0  
   4:  MS     6  40  60  37  62   -3    2  
   4:  MO    10  43  57  42  56   -1   -1  
   4:  MT     4  41  59  33  64   -8    5  
   4:  NE     4  41  59  42  56    1   -3  
   4:  NE-2   1  54  46   0   0  
   4:  NM     5  54  46  51  47   -3    1  
   4:  NV     6  50  50   0   0  
   4:  NH     4  53  47  52  47   -1    0  
   4:  NJ    14  57  43  51  46   -6    3  
   4:  NY    28  59  41  55  44   -4    3  
   4:  NC    16  49  51  48  51   -1    0  
   4:  ND     3  33  67  31  67   -2    0  
   4:  OH    17  46  54  44  55   -2    1  
   4:  OK     7  33  67  32  66   -1   -1  
   4:  OR     8  56  44  55  43   -1   -1  
   4:  PA    19  50  50   0   0  
   4:  RI     4  58  42  55  42   -3    0  
   4:  SC     9  44  56  40  58   -4    2  
   4:  SD     3  36  64  29  69   -7    5  
   4:  TN    11  38  62  34  64   -4    2  
   4:  TX    40  46  54  42  57   -4    3  
   4:  UT     6  39  61  43  54    4   -7  
   4:  VT     3  67  34  64  32   -3   -2  
   4:  VA    13  53  47  51  47   -2    0  
   4:  WA    12  59  41  58  39   -1   -2  
   4:  WV     4  30  70  28  70   -2    0  
   4:  WI    10  50  49   0   0  
   4:  WY     3  73  27  70  28   -3    1  
  
  
  Blue votes: 43
  Red votes: 43
  
  Blue delta:  -2.49
  Red delta:    0.63
Key:

- QC: A parsing QC value (number of raw fields)

- State: 2-char state code, dash-number indicates individual EVs for NE and ME.

- EV: Electoral votes

- BP: Blue polling

- RP: Red polling

- BV: Blue vote return

- RV: Red vote return

- Bd: Blue delta (vote - poll)

- Rd: Red delta (vote - poll)

The last two results are the cumulative average deltas. Blue consistently performed ~2.5 points below polls, red performed ~0.6 points above polls.

Data are rounded to nearest whole percent (I'd like to re-enter data to 0.1% precision and re-run, though overall effect should be similar). Deltas are computed only where voting returns are >0.

Data are hand-entered from 538 and ABC returns pages.

Blue consistently polled slightly higher than performance. Polls don't seem to include third parties (mostly Green, some state returns include RFK or others).

There are all but certainly coding/data entry errors here, though for illustration the point should hold.

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All models are wrong. Some models are useful.

That pool was apparently more the former than the later.

Historically, the polls tend to skew about 3% left on average. So if the left is showing a 3% lead, it's more likely that reality is they're even. Have a look at this site - they were tied nationally with Trump having a healthy lead in most swing states:

https://www.realclearpolling.com/polls/president/general/202...

It was no surprise he won, IMO.

Eh? All the polls basically said "we don't know, either can win", maybe followed with "X is slightly more likely to win".

Also note that a "90% / 10% change to win" is not necessarily "wrong" if the 10% candidate wins. Anyone who has played an RPG will tell you that 90% chance to hit is far from certain. Maybe if there had been 100 elections, Clinton would have won 90 of them.

I guess dead squirrel changed public opinion enough.
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Historically (last two elections) the polls have been about 2% further left than the actual result. Thus a 50/50 could/should b be interpreted in Trump’s favor
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Polling has fundamental issues that can't be solved with statistics. The biggest one is the unknown difference between who responds to the poll and who votes. And poll response areas are very low these days - I've heard well under 1% is common (that is, less than 1 out of 100 individuals contacted by the pollster answer the questions).

Nate Silver nailed this in the 2016 election. He said Trump's victory there was consistent with historically normal polling errors.

What may have been less widely appreciated is these errors are not related to causes like limited sample size that are straightforwardly amenable to statistical analysis. They come from the deeper problems with polling and the way those problems shift under our feet a little bit with each election.

People no longer feel comfortable telling the truth about their votes.

https://www.axios.com/2024/10/30/election-gen-z-voting-lies

They weren't that far off. Most were hovering around a tie with a margin of error of +/- 2-3%.

Trump won many of those states by 2-3%.

Yes but when the result is always skewed to one side then - even if the result is within the margin - the predicted mean is wrong.

Otherwise the real result would be distributed around the mean within the margin of error.

There is some bias and the polls did not correctly factor that into their statistical model.

I checked 538 before the election and they had Trump winning more often than not, but very close.
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Yes, polls often tend to privilege the privileged, Harris voters skewed greatly towards higher average incomes and college education. And also, according to an exit poll, that the majority of Trump's voters decided to vote for him within the past week. It's generally been the case that populist politicians are underestimated by polling because they can't control for these factors.