Slashdot Mirror


All of Nate Silver's State-Level Polling Predictions Proved True

kkleiner writes "For the last few months, the political pundit class has been at war with NYT/FiveThirtyEight blogger Nate Silver. Joe Scarborough of MSNBC called him a "joke," while an op-ed in the LA Times accused him of running a "numbers racket." But last night, Silver triumphed: every one of his state-level presidential predictions proved true. "

32 of 576 comments (clear)

  1. Math by Anonymous Coward · · Score: 5, Interesting

    http://www.xkcd.org/1131/

    1. Re:Math by YodasEvilTwin · · Score: 5, Insightful

      This. People need to learn that statistics and polling are sciences. Like all sciences they are inexact, with a margin for error; but the chances of the poll averages being wrong in this case were incredibly small.

    2. Re:Math by alphatel · · Score: 5, Insightful

      This. People need to learn that statistics and polling are sciences. Like all sciences they are inexact, with a margin for error; but the chances of the poll averages being wrong in this case were incredibly small.

      Or This. Pundits and Statisticians are about as far apart as Republicans and Climate Scientists.

      --
      When the foot seeks the place of the head, the line is crossed. Know your place. Keep your place. Be a shoe.
    3. Re:Math by coldfarnorth · · Score: 5, Funny

      Or as a friend of mine said:

      Nate Silver is to talking-head punditry what the National Weather Service is to "Hurricanes are caused by teh gays."

      --
      Lets start refering to The War Against Terror by it's initials. . .
    4. Re:Math by mcgrew · · Score: 5, Interesting

      This topic isn't nearly as wild as the election the year I was born. From USA Today's In '52, huge computer called Univac changed election night:

      In a few hours on Nov. 4, 1952, Univac altered politics, changed the world's perception of computers and upended the tech industry's status quo. Along the way, it embarrassed CBS long before Dan Rather could do that all by himself.

      Computers were the stuff of science fiction and wide-eyed articles about "electric brains." Few people had actually seen one. Only a handful had been built, among them the first computer, ENIAC, created by J. Presper Eckert and John Mauchly at the University of Pennsylvania in the 1940s.

      In summer 1952, a Remington Rand executive approached CBS News chief Sig Mickelson and said the Univac might be able to plot early election-night returns against past voting patterns and spit out a predicted winner. Mickelson and anchor Walter Cronkite thought the claim was a load of baloney but figured it would at least be entertaining to try it on the air.

      On election night, the 16,000-pound Univac remained at its home in Philadelphia. In the TV studio, CBS set up a fake computer -- a panel embedded with blinking Christmas lights and a teletype machine. Cronkite sat next to it. Correspondent Charles Collingwood and a camera crew set up in front of the real Univac.

      By 8:30 p.m. ET -- long before news organizations of the era knew national election outcomes -- Univac spit out a startling prediction. It said Eisenhower would get 438 electoral votes to Stevenson's 93 -- a landslide victory. Because every poll had said the race would be tight, CBS didn't believe the computer and refused to air the prediction.

      Under pressure, Woodbury rejigged the algorithms. Univac then gave Eisenhower 8-to-7 odds over Stevenson. At 9:15 p.m., Cronkite reported that on the air. But Woodbury kept working and found he'd made a mistake. He ran the numbers again and got the original results -- an Eisenhower landslide.

      Late that night, as actual results came in, CBS realized Univac had been right. Embarrassed, Collingwood came back on the air and confessed to millions of viewers that Univac had predicted the results hours earlier.

      In fact, the official count ended up being 442 electoral votes for Eisenhower and 89 for Stevenson. Univac had been off by less than 1%. It had missed the popular vote results by only 3%. Considering that the Univac had 5,000 vacuum tubes that did 1,000 calculations per second, that's pretty impressive. A musical Hallmark card has more computing power.

      That doesn't take away from Silver's math, though, considering that the polls all had Obama and Romney neck and neck and Obama won by a huge margin. It seems Woodbury did a far better job with an incredibly primitive computer than the modern polsters' statisticians did with today's high tech machines.

    5. Re:Math by jhoegl · · Score: 5, Insightful

      Pundits were creating the illusion of close races to drive up viewing.
      They could care less if it adversely affected a vote or increased voter turnout.
      The fact is they manipulate the information for their own personal gain. This time was it not only Fox News and MSNBC, but CNN.
      This opens up an avenue for truth, which sheds light on what they are doing. Media outlets are calling him that because they are upset he is telling the actual truth and not making it cloudy to increase revenue.
      Colbert Report made fun of this when he had him on the night before the election.

    6. Re:Math by MightyMartian · · Score: 5, Insightful

      Part of the problem was an obsession with national level polling. Silver was analyzing the races per state, which is the only legitimate way to analyze it in an electoral college system. National polling is at best only an extremely crude indicator, and to my mind, in most modern presidential elections is likely useless.

      --
      The world's burning. Moped Jesus spotted on I50. Details at 11.
    7. Re:Math by Genda · · Score: 5, Insightful

      This is the price of allowing 10,000 independent journalistic voices to be consolidated into 2 or 4 mega-media-conglomerates who's infotainment is supposed to pass for a free and responsible forth column. What we now call news is to free journalism, what the grocery weekend throw away is to journalistic press. The current media is selling you ideas and opinions. It is paid for and owned by its corporate sponsors, so they will be the source of your information. Anyone who isn't getting news from outside of the United States (and from diverse sources) would be better served reading their toilet paper, in the end it will perform the same job.

      Nobody who reads "REALITY" is by any means surprised by any of this, or the really shocking things our government is doing. In the debates, where were the questions regarding the gutting of the constitution or the fact that the President now has a license to kill? Where were the questions about the government printing trillions of dollars to "FAKE" the existence of an economy? Or even the questions about all our trade partners quietly working out new trade routes that exclude the use of dollars? Boys and girls, the fan and the schist are on the verge of close embrace, and ours news hasn't bothered to mention our emperor is prancing about buck nekid!!! I hope y'all have your emergency supplies well stocked... I suggest dehydrated food myself.

    8. Re:Math by Anonymous Coward · · Score: 5, Interesting

      "That doesn't take away from Silver's math, though, considering that the polls all had Obama and Romney neck and neck and Obama won by a huge margin."

      That's the thing though, Silver's math was extrapolated directly from the polls themselves. The polls weren't really close; that was just an illusion created by bad interpretation of the data. Media pundits cherry picked the closest polls, fudged margins of error, and made differences of 1% sound very small when in reality they represented hundreds of thousands of votes.

      That's the whole point. The election wasn't ever really close at all. The evidence was there, most people just interpreted it badly (or outright dishonestly).

    9. Re:Math by xevioso · · Score: 5, Funny

      The fantastic, insightful website http://natesilverwrong/ website was very helpful in showing me how Silver would be entirely proven incorrect, with quotes from lots of people about why he would be shown as an idiot, and his methods were skewed.

      It seems to be down now. Not really sure why. :-)

    10. Re:Math by Anonymous Coward · · Score: 5, Insightful

      But his analysis of national polls was correct too. He predicted Obama would win the popular vote by 2.5 points and he won by 2.4 points. Media outlets were rounding poll results to get "50% to 48% with 1% margin of error OMG it's practically tied!!!"

      2.4% sounds like a small difference only until you realize it represents about 2.9 million votes. Pundits dumbed down the math and ended up looking dumb.

    11. Re:Math by Anonymous Coward · · Score: 5, Funny

      This is the price of allowing 10,000 independent journalistic voices to be consolidated into 2 or 4 mega-media-conglomerates who's infotainment is supposed to pass for a free and responsible forth column.

      You are badly mixing the "fourth estate" and "fifth column" metaphors, neither of which actually fit your claim. Your post is like watching David and Goliath paint the Sistine Chapel.

    12. Re:Math by composer777 · · Score: 5, Informative

      I've always found the best way to find great news sources is to hold them accountable and stop using them when they screw up the big stories. For example, when the media was shocked by the 2008 crash, I wasn't. I had predicted it 5 years earlier (not necessarily when, but the fact that it would happen). How? I took a look at the small handful of pundits and bloggers that accurately predicted the demise of the tech bubble and looked at what they said would be the next bubble. If people actually started paying attention to the sources that get it right, vs the ones with the largest reach, places like FOX wouldn't exist. What I have found over the past decade is that far left independent news sources get it right far more often than mainstream (or far right) new sources.

      The election is another great example. Some people weren't surprised, and those are the ones that we should look to next time, unless we enjoy being a bunch of dumbfounded idiots all the time.

    13. Re:Math by Dahamma · · Score: 5, Interesting

      That doesn't take away from Silver's math, though, considering that the polls all had Obama and Romney neck and neck and Obama won by a huge margin.

      Actually, there wasn't all *that* much math... and in fact (given most of his raw data was just the polls) - the polls that mattered did *not* have them neck and neck. His key insight was just to use polling information by state, find the bias in some polls (like Rasmussen, which had Romney by 2%, hah!) and then weigh and average those polls to get predicted electoral votes. I bet it's simple enough computations Univac could chug through it in a reasonable time :)

      It's basically a given now that future presidential race predictions will be based on those same ideas... in fact, the Princeton predictions use a similar model and came up with pretty much the same results:

      ELECTORAL PREDICTION (mode): Barack Obama 303 EV, Mitt Romney 235 EV. The mode is the single most frequent value on the EV histogram. It corresponds to the map below, and has a 22% chance of being exactly correct. The next-most-likely outcome is Obama 332, Romney 206 EV.

      [and unlike Silver, their blog goes into all of the gory details of their model, which is pretty cool...]

    14. Re:Math by BasilBrush · · Score: 5, Informative

      but for instance, we had no way of knowing if a "Bradley Effect" would have been in play

      Sure we do. Nate Silver has looked at this effect a number of times. If it exists at all, it's tiny.

      http://www.fivethirtyeight.com/search/label/bradley%20effect

      I'm not saying that the probability of systematic error is large, just unknowable.

      It is knowable, and that's exactly why Nate Silvers forecasts are so much more accurate than anyone else's. He does the donkey work to minimise these systematic errors.

      It was a perfectly reasonable and scientific position for a Republican to say "Romney's chances are equal to the probability of error in the polls, and I hope that probability is large."

      No, it was really, really dumb. Not only can systematic errors be minimised, but margin of error is not going to go in the same direction on all polls.

    15. Re:Math by hondo77 · · Score: 5, Insightful

      For example, when the media was shocked by the 2008 crash, I wasn't. I had predicted it 5 years earlier (not necessarily when, but the fact that it would happen).

      You didn't predict anything. You made a guess. It took five entire years for reality to coincide with your guess. That's all. When you can make accurate guesses consistently over time, then maybe we can talk about calling them "predictions".

      --
      I live ze unknown. I love ze unknown. I am ze unknown.
    16. Re:Math by goodmanj · · Score: 5, Insightful

      No, the only states that can split their electoral votes do it winner-take-all by district, it's not a strict population proportion.

      And for good reason: any state that adopted proportional electoral votes would render itself politically irrelevant. If my state has 10 electoral votes, and we award 6 to one guy and 4 to the other, the winner of our state pulls ahead by 2 votes instead of 10. We've just given away 80% of our power to pick the president.

      I'm not saying that the winner-take-all system is better -- far from it. But states have a strong disincentive to change.

  2. Seriously... by sunking2 · · Score: 5, Insightful

    The only ones who believed the race was a 'virtual tie' were those who had gains to be had by it being so, namely the media.

  3. Re:Good for him by Anonymous Coward · · Score: 5, Interesting

    Another possibility is that the Founding Fathers understood just what kind of dumbshits most of "the people" are, and built in some safeguards to allow civilization to survive the inevitable popular vote to shut it down.

  4. Why Nate? by MyLongNickName · · Score: 5, Interesting

    Why does Nate get so much attention, when other sites like electionprojection.com and electoral-vote.com do a similar service, are open on their methods and have had almost perfect results for the past two elections. This past election, those two sites only missed on Florida and that one was truly too close to be 90% confident on one way or another.

    --
    See my journal for slashdot ID's by year. Mine created in 2005. http://slashdot.org/journal/289875/slashdot-ids-by-year
    1. Re:Why Nate? by scumdamn · · Score: 5, Insightful

      It's because of what he offers in addition to the model. The color commentary, explanation of why things change from day to day and analysis of individual polling firms after the fact. I was paying attention to him from the start (2008 primaries on Daily Kos) and he does a great job of explaining things to the layman.

  5. Re:Not how statistics works by YodasEvilTwin · · Score: 5, Informative

    ...that's not how statistics work either. A result does not alter the underlying probabilities.

  6. Re:Good for him by superdave80 · · Score: 5, Insightful

    I wish people would stop blaming the electoral college. The system is fine. It is the method in which the individual states assign the votes that is the problem. Florida in 2000 wouldn't have been such a big deal if they had distributed the electoral votes by district, rather than winner take all.

    Win California by one vote? You get all 55 electoral votes! How stupid is that?

  7. Pundits aren't there to provide accurate data. by mosb1000 · · Score: 5, Insightful

    Pundits are there to draw people to a news organization, not provide accurate information. How many people would tune into the election if they said "Obama's got this one in the bag" (which we've known ever since Romney was nominated). Of course they will say you don't know who's going to win! Otherwise no one will watch their show.

  8. Re:Good for him by Ziggitz · · Score: 5, Insightful

    As opposed to the alternative? Jesus Fucking Christ, yes.

    --
    There is no memory shortage. yes I have heard of XFCE. Go away.
  9. Re:Good for him by rhsanborn · · Score: 5, Insightful

    It does tend to over-represent smaller states. This was somewhat intended, but as one analyst on Tuesday put it, "Should an electoral vote in Wyoming, that represents 130,000 people be equal to an electoral vote in California that represents over 600,000 people."

    David Brooks gave an interesting response, he said that the electoral system forces the candidates to make an effort to play somewhat to the middle. Without the electoral system, Barack Obama would have campaigned heavily in California to get the liberal count up there. Mitt Romney would have campaigned heavily in Texas to instigate the conservative vote. The result was that they needed to go to places that weren't exactly on their side and try to convince them. They were forced to answer questions that both sides wanted to hear an answer to, rather than just their base. (I dare say most people haven't been pushing for real answers, but that's another issue altogether)

  10. Re:But when? by rhsanborn · · Score: 5, Insightful

    Large numbers of conservative pundits predicting a landslide for Romney. They also predict that the Earth is 6,000 years old, evolution isn't true, and illegitimate rape can't result in pregnancy. Let's call it wishful thinking instead of a prediction.

  11. Re:Not how statistics works by radtea · · Score: 5, Insightful

    This actually shows that Silver is poorly calibrated. if he were accurately calibrated, 80% of his 80%-confidence predictions would come true, 50% of his 50%-confidence predictions would come true, etc. But 100% of his >50%-confidence predictions came true. In the future, he should be more sure of his predictions.

    Not necessarily. Most of the uncertainty in his predictions was due to the conditional probability of systematic bias in likely voter models. For example, Gallup was showing much better results for Romney and the Rac... err... Republicans across the board, which was probably due to how they screened people who responded.

    Systematic error shows up as a conditional probability, so you are lumping together completely disjoint realities into your final result. In terms of discrete conditional probabilites, imagine that based on historical data you have three equally likley possible conditions: 5% Democratic bias, no bias, and 5% Republican bias. You run your simulations with each of these three biases, and you get a result that says senators D0, D1, D2, D3, D4, D5, D6, D7, D8 and D9 are all 80% likely to win. But 99% of that 20% chance they'll lose comes from the condition where there's a 5% Republican bias.

    But remember: those three conditions describe completely disjoint realities. They are not sampling error, but statements of ignorance about the actual state of the world.

    Now the world really is just one way (it may be ambiguous relative to some human categorization, but then that ambiguity is just part of the one unique way the world realy is.) So only one of the three conditions are true. If it happens that the no-bias case is the way the world really is, then 100% of those 80% chances will come true.

    That said, in future elections Bayesian predictions of the kind Silver and everyone else in this space are making will lower the conditional probabilities of bias, because this election demonstrated good low-bias results, but so long as the ultimate uncertainty is dominated by the systematic error, Bayesian predictors will tend to appear either uncannily accurate or dismayingly inaccurate.

    However, averaged over many, many election cycles (18 or more) you would expect to get statisics such that 80% of the 80% calls are correct, and so on. But within individual elections that use fixed likely-voter models that won't be the case.

    Conditional probabilities are one of the most difficult things for humans to understand (the Monty Hall problem is a classic case where all the confusion comes from treating a conditional probability as if it was a total probability) so it's worth practicing the art of thinking carefully about these things, and the odds are still good I've said at least one confusing or incorrect thing in the above.

    --
    Blasphemy is a human right. Blasphemophobia kills.
  12. Re:Good for him by MightyMartian · · Score: 5, Insightful

    The Electoral College system was never meant to represent "the will of the people". The House of Representatives is supposed to represent the will of the people. The presidency and the Senate had entirely different purposes and mandates.

    --
    The world's burning. Moped Jesus spotted on I50. Details at 11.
  13. Re:Good for him by CannonballHead · · Score: 5, Insightful

    This could be framed another way; that is, "swing states" are the only ones the candidates care about. The rest of us are taken for granted.

  14. Re:Good for him by mdielmann · · Score: 5, Insightful

    It's as stupid as going with votes by district.

    Win each district by one vote? You get all the votes, and hence all the states and the election! How stupid is that?

    This needs to be stated as clearly as possible, because it is one side of the greatest flaw in first-to-the-finish voting.

    The more districts where the votes are aggregated, the less of the popular vote you need to win.

    The more (plausible) options there are on a vote, the less of the popular vote you need to win.

    Take a second and read that again. Now I'll explain

    First, a district example.

    Let's say you have only 1 district, two candidates, and a million people in this imaginary nation. You get 500,001 votes, you're the new president. It's pretty straightforward, and you clearly have the popular vote, if only barely.

    Now, let's say we still have 1 million people and two candidates, but we have 10 districts of 100,000 each. To win a district, you need 50,001 votes. To become president, you need 6 districts. Do the math and you only need 300,006 votes to win. While you may have the popular vote, it's not necessary to win.

    Now, the candidate example.

    Let's say you have only 1 district, two candidates, and a million people in this imaginary nation. You get 500,001 votes, you're the new president. It's pretty straightforward, and you clearly have the popular vote, if only barely. (Yes, it's exactly the same as above.)

    Now, let's ay we still have 1 district and one million people, but we have 10 candidates. Given an unrealistically tight race, you could win with only 100,001 votes. Practically, you'd need more than that. How much more? Well, that depends on how close the candidates are in popularity.

    So there you have it. If you think popular vote is the most reasonable way to choose the president (which is NOT the model the US uses), you want fewer districts and candidates, or you want to stop using first-to-the-finish voting.

    Also, if you combine the two elements above, many districts and many candidates, the percentage of the popular vote required to become president becomes even lower. For a handy real-world example, see Canada.

    For the conspiracy theory lovers out there, a nation in the state listed above with a lax immigration policy is a ripe target for a peaceful invasion. Immigrate enough people to become a third of the population in a third of the districts, wait until they have voting rights, have them vote for who they want to be in charge, and the government is yours. This may be easier if you make a new party for this purpose as it dilutes the voter power of those who aren't voting in concert to overthrow the current government. That's right, 4 million people, good planning, dedication, and 5 to 10 years, and a nation the size of Canada could have a peaceful revolution. Conspiracists, you may start to spin your tinfoil hats!

    --
    Sure I'm paranoid, but am I paranoid enough?
  15. Re:Good for him by Ziggitz · · Score: 5, Funny

    He was way too liberal. Kept talking about helping the poor and ran on a very anti-war platform.

    --
    There is no memory shortage. yes I have heard of XFCE. Go away.