Donald Trump’s victory in last November’s election victory came despite the fact that he lost the popular vote by 2.1 percentage points, making for the widest discrepancy between the popular vote and the Electoral College since 1876. So one measure of the quality of horse-race analysis is in how seriously it entertained the possibility of such a split in Trump’s favor. This is one point on which the data geeks generally came closer to getting the right answer. FiveThirtyEight’s statistical model, for example, saw the Electoral College as a significant advantage for Trump, and projected that he’d be about even money to win the Electoral College even if he lost the popular vote by 1 to 2 percentage points. Overall, it assigned a 10.5 percent chance to Trump’s winning the Electoral College while losing the popular vote, but less than a 1 percent chance of Hillary Clinton’s doing the same. [...]
But the “emerging Democratic majority” had a lot of flaws, some of which had been pointed out by data-savvy journalists for years. (See for example Real ClearPolitics’s Sean Trende, The Upshot’s Nate Cohn, and FiveThirtyEight contributor David Wasserman.) One basic problem with the theory is that while white voters without college degrees might have been declining as a share of the electorate, they still represented a hugely influential group and significantly outnumbered racial minorities in the electorate. According to Wasserman’s estimates, 42 percent of voters are whites without college degrees. By comparison, 27 percent of voters are nonwhite. If white noncollege voters were to start voting Republican by the same margins that minorities voted for Democrats, Democrats were potentially in a lot of trouble, even if they also made gains among college-educated whites.
Furthermore, whites without college degrees are overrepresented in swing states as compared to the country as a whole. Sure, there were some exceptions, such as Virginia. But in the average swing state — weighted by its likelihood of being the tipping-point state — whites without college degrees make up an average of 45.3 percent of the electorate, higher than their 41.6 percent share nationwide. That’s a big part of why Clinton won the popular vote while losing the Electoral College.
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