Deciphering the Democrats' Debacle

Last year, John Judis and I published a book entitled "The Emerging Democratic Majority," which argued that a series of economic, demographic, and ideological changes was laying the basis for a new Democratic majority that would materialize by decade's end -- not certainly, we argued, but very probably as long as the Democratic Party put forth decent political leadership to challenge the dominant, but dwindling, current Republican majority.

Our book arrived in stores last September. Two months later, in the midterm elections, the Republicans surprised nearly everyone by winning control of the Senate and further solidifying their majority in the House, unifying Republican control of the federal government for only the second time in half a century. Needless to say, this wasn't my ideal outcome. In the annals of publishing, this wasn't quite so unfortunate as, say, James Glassman's prediction of a 36,000 point Dow just before the 2000 stock market crash, but it still evoked a fair amount of understandable ribbing and forced me to think hard about our thesis. So after the election, I pored over survey data, county-by-county voting returns, and a great deal of underlying demographic data and thought long and hard about what the data showed. And as a result, I've decided that ... we're still right!

The Myth of a 9/11 Majority

First, despite the Republican tsunami described by many media outlets, the actual electoral shift was quite mild. Though politically the election was a landmark, the underlying numbers suggest a continuing partisan balance. Democrats lost two seats in the Senate, six in the House, and gained three governorships. As nonpartisan analyst Charlie Cook has pointed out, "A swing of 94,000 votes out of 75,723,756 cast nationally would have resulted in the Democrats capturing control of the House and retaining a majority in the Senate on Nov. 5. If that had occurred, obituaries would have been written -- inevitably and prematurely -- about the presidency of George W. Bush. Instead, we are entertained by predictions that the Democratic Party, as we know it, may cease to exist."

Given the very evenness of partisan division in this country, even minor fluctuations in public sentiment can cause sudden lurches in political power. Indeed, the last election differed markedly from 1994, when huge Republican gains (52 House and nine Senate seats, 10 governorships) really did change the partisan balance dramatically.

Nevertheless, the shock of '02 initially devastated Democratic morale. Many in the party seemed helpless before the Republican success, ready to concede the 2004 election. For their part, Republicans were riding high, canonizing Karl Rove, and mentally fitting Bush for a spot on Mount Rushmore. Conservatives like Fred Barnes even spoke fondly of an "emerging 9/11 majority."

But that has begun to change. Democratic Sen. Mary Landrieu's December runoff victory in Louisiana put Republican triumphalism in perspective. Subsequent events have revived Democratic hopes, as Bush's approval ratings, especially on the economy, have fallen and his diplomatic failures leading up to the Iraq war have been exposed. That's not the only encouraging news. A careful reading of the election and its aftermath suggests the GOP position has serious underlying weaknesses. In fact, the Republican victory depended on a series of unsustainable advantages that a tough, smart Democratic effort should be able to counter, forcing a competitive 2004 election and the likely -- though not certain -- ascendancy that Judis and I predicted by the end of the decade.

The White Stuff

The GOP's midterm wins depended heavily on their advantages in five areas that are either unlikely to persist or were overrated to begin with: a reliance on white voters, the growth of exurban voters, heavy GOP turnout, the tax-cut issue, and war. I'll tackle these in order.