Election 2026: Day -21 (for real)

I can’t count, apparently; but I know today is 3 weeks out from the election, so we must be at Day -21, even if three days ago I had thought we were at Day -20…

This morning the Trump administration requested the resignation of Ambassador Guilfoyle–the former fiancee of the President’s son–due to the burgeoning corruption scandal discussed in my last post. Some say the lesson here is that Trump can’t tolerate people who are inept at their corruption; others say the lesson is that only the female Trump administration figures are ever made to pay for their sins (following in the footsteps of Bondi, Noem. Gabbard, and former Labor Secretary Chavez-DeRemer).

Speaking of “female Trump administration officials who may not be long for their jobs,” today marked the White House Briefing Room debut of Trump’s brand new Press Secretary, former TMTG executive Katie Zacharia; and it did not go well. Besides her poorly received debut at the podium, things got worse for her with new reporting today questioning whether she has been lying for years about being a lawyer, as opposed to merely possessing a law degree. There is apparently no record of her having passed the bar in any U.S. state (or the District of Columbia). I saw a tweet today of a picture of Zacharia next to a head of lettuce.

The President has come under fire for a number of actions and comments in recent days relating to the Russo-Ukrainian War. As Ukrainian tactics in recent months have included offensive strikes on various Russian targets including oil refineries, Trump has grown increasingly critical of Zelensky, claiming (very dubiously) that it is Ukrainian attacks on Russian facilities, not the woes around the Strait of Hormuz, that bears primary responsibility for the current high price of diesel. Last week Trump announced a deal to allow modest amounts of Russian diesel to be sold in global markets, even though that would violate a law that Trump signed just last month, the Lindsey O. Graham Sanctioning Russia and Iran Act of 2026. He then claimed that Russia and Ukraine had agreed upon a mutual “energy ceasefire” and, when both parties denied it, basically asserted that the ceasefire was real because he said so.

Trump has been doing a series of rallies lately, all in red states; today he is flying to Alaska (actually, to Palin’s home town of Wasilla) in an effort to shore up Senator Sullivan there. It’s hard for me to believe that a Republican President would ever feel the need to travel to Alaska three weeks before an election, but these are the times we live in. It is also hard to believe that the Republicans have pulled ad money out of a Senate race for a seat they currently hold in North Carolina in order to re-allocate it to defending their seat in Kansas, but again, these are our times.

There has been reporting recently that Musk, despite last year’s apparent break with Trump, has been spending somewhere in the range of $275 to $350 million on Republican campaigns in this election. There does appear to be vast amounts of money in play this cycle, based on the volume and nature of TV ads I’m seeing here in Minnesota. It has been commonplace in recent weeks to see TV ads about a state-wide race (in a non-adjacent state) during college football broadcasts, in situations where one of the teams involved is from said state. I don’t remember seeing that in prior cycles. There was even an NFL broadcast involving the Vikings and Dolphins in which we were shown ads for races in Texas; apparently the national ad buy was more efficient than trying to do 20 different local ad buys within Texas markets.

To close today, I wanted to run through the Senate races from the standpoint of which seats are most likely to flip to each party, per Silver’s model. I’ll ignore states for which the odds of a flip are less than 3%. Starting with the Democrats, the punch list goes:

  1. North Carolina (95% to flip)
  2. Texas (74%)
  3. Ohio (72%)
  4. Maine (72%)
  5. Alaska (62%)
  6. Iowa (59%)
  7. Kansas (47%)
  8. Nebraska (27%)
  9. South Carolina (23%)
  10. Florida (10%)

Whereas for the Republicans, the flip punchlist goes:

  1. Michigan (19%)
  2. Minnesota (11%)
  3. New Hampshire (8%)
  4. Georgia (3%)

The map is a far cry from what it looked like 18 months ago, when it was hard to imagine what Republican-held seat the Democrats could reasonably pick up this year, apart from Maine. The fact that Republicans are seen as having almost no chance to defeat Senator Ossoff in Georgia is one of the reasons why Ossoff’s stock is rapidly rising as a Democratic Presidential candidate in 2028.

Election 2026: Day -20

This week people have started receiving not only the $500 rebate checks going to about 1 million ACA individual market participants who fully fund their premiums, as I had discussed previously, but also $90 rebate checks going to about 20 million Americans enrolled in traditional Medicare (as opposed to Medicare Advantage). These $90 checks are being funded via the administration’s depletion of a $2 billion Medicare Improvement Fund, which was established by statute in 2008 but which has never been tapped for its intended purpose. Both actions are of debatable legality, but when did that ever stop this administration from doing anything?

There was an interesting story out of the Wall Street Journal this week about the U.S. Ambassador to Greece, Kimberly Guilfoyle. She was previously the fiancee of Donald Trump Jr., but they split in 2024 (and he got remarried earlier this year); there is speculation that Trump gave her an ambassadorship in an effort to keep her in the family fold, given how close she had previously been to the family. (Guilfoyle was also previously married to California Governor Newsom, oddly enough.) Per the WSJ, Guilfoyle recently implored a Republican donor to directly pay off $100,000 of debt Guilfoyle had incurred with American Express, offering the donor access to IRS officials as a quid pro quo. You’d think Congress would be interested in exploring such brazen corruption; of course they’re not currently in session.

Trump bowed to pressure and announced this week that the federal government would no longer directly fund the controversial TV ads mentioned in my last post, but he has no intention at this point of having his super PAC reimburse the government for the millions already spent. The DNC is suing Trump, asking for a declaration that the actions were unlawful and an injunction against further such federal spending.

There is reporting today that the DOJ is opening an antitrust investigation into the five news networks that discontinued White House pool TV coverage in solidarity with the administration’s removal of White House press passes from one of those networks plus two other news outlets. Sigh.

National gas prices have come off their highs, but remain elevated: $4.37 a gallon for regular gasoline, and $6.28 a gallon for diesel. The national average 30-year mortgage rate has kept climbing in recent weeks and now sits at 7.40%, about 75 bps higher than three months ago. That largely reflects the fact that 30-year Treasury yields have been climbing; at one point this week the yield hit 5.73%, the highest level since 2002.

Silver’s odds of Democratic control have reached new highs of 75% in the Senate (with the median result still 52-48) and 94% in the House (with the median result now 239-196). The Kansas Senate race is increasingly looking like a tossup, with Silver’s assessment of the Democratic challenger Hamilton’s odds now up to 49%. And some even longer shots are starting to come into view in the Senate. In Nebraska, where second-time independent candidate Dan Osgood is challenging incumbent Senator Ricketts, Silver has Osgood’s odds up to 29%. In South Carolina, Democratic challenger Annie Andrews is now up to 23% against recently appointed incumbent Senator Darline Graham. Even Florida is not safe for the Republicans, as incumbent Senator Ashley Moody is running a lackluster campaign against Angie Nixon; Silver has Nixon at an 11% chance to pull the upset.

Election 2026: Day -30

Things have been fairly quiet in recent days.

A new controversy arose last week, when Trump started airing ads praising his presidency that were funded not by his super PAC, but directly by the U.S. government. Trump argues that these are not political ads since he is not a candidate for any office, but instead represent public service announcements reminding Americans to love their country. His argument might be stronger if not for the fact that one of the ads is a repurposed version of an ad he used in his 2024 campaign. Indeed, many Democrats believe the ads are clearly illegal.

It’s all gotten so tiring, trying to maintain the outrage when this President does things that no predecessor would have considered doing, that no President should be allowed to get away with. In his first term there was public outcry when he wanted to use his Doral golf resort to host a government summit, and as a result it didn’t happen. This time around it’s actually happening–the G20 in December will be held at Doral–but so much other similarly corrupt stuff has happened and keeps happening that it gets lost in the noise. As the NYTimes put it this week: “The unprecedented blitz of self-enrichment by Mr. Trump, his family and his friends since he returned to the White House last year has become so extensive, so profligate and so brazen that he has effectively moved the goal posts of what is considered out of bounds. An act that was deemed an outrage in 2019 is barely noticed in 2026.”

There was action taken by SCOTUS this week on the third-country removals case, D.V.D. vs. DHS, mentioned in my last post; they lifted the administrative stay (over the objections of the 3 liberals), thus allowing deportations to resume for now, but they also scheduled the case to be heard on the merits in accelerated fashion, in December.

Things continue to look good for Democrats in states where we’re not used to things looking good for Democrats. The NYTimes released a number of new polls this weekend in key red states:

Alaska. Peltola is leading Sullivan 50-43, and Silver has upped Peltola’s chances of unseating the Republican incumbent to 63%, which still strikes me as rather too low given the results from this summer’s jungle primary. The Democratic candidate is also ahead 52-48 in an open gubernatorial race, with here Silver rating the Democrat as an 87% favorite.

Iowa. In an open Governor’s race currently held by the Republicans, the Democrat Sand is ahead, 52-41; Silver has Sand as a 92% favorite. In the open Senate race currently held by the Republicans, the Democrat Turek is behind 47-48 in this poll, but Silver has Turek as a 59% favorite.

Kansas. Incumbent Republican Senator Marshall is tied 45-45 in this poll with a moderate Democrat, Hamilton; Silver has taken Hamilton’s chances up to 42%. However here the Republicans may reclaim the Governor’s seat, an open seat currently held by the Democrats; the new poll is 49-44 for the Republican, who Silver has as a 70% favorite.

Ohio. Former Democratic Senator Brown is ahead of current Republican Senator Husted, 49-46, and is now seen by Silver as a 74% favorite. Meanwhile, in an open gubernatorial race that a Republican incumbent had won handily 4 years ago (defeating someone I know slightly, former Dayton mayor Nan Whaley), the Democratic candidate Acton is polling ahead of 2024 Presidential primary contender Ramaswamy, 49-45, and is viewed as a 77% favorite by Silver.

Texas. Talarico remains ahead of Paxton in the latest poll, 51-45, and is seen by Silver as a 74% favorite. Interestingly, Republican Governor Abbott may be in some trouble: the NYTimes poll has him behind the Democrat Hinojosa, 49-46. although Silver still sees Abbott as a 73% favorite.

Putting all the pieces together, Silver has the Democrats’ chances of retaking the Senate (assuming no Fetterman defection) up to 73%, with an average outcome of 52-48.

He also has the Democrats’ chances of retaking the House up to 93%, with an average outcome of 238-197. I wanted to close today by talking about a few House seats that I’ve focused on in past election cycles.

My own seat, the Minnesota 2nd, no longer seems to be competitive in the current climate, even with the retirement (thanks to her failed Senate primary challenge) of incumbent Angie Craig: Silver has this race at 98.5% for the Democratic candidate, former state Senator Matt Little. Instead, an adjacent district may be coming back into play for the Democrats, the Minnesota 1st; this was the seat once held by Governor Walz, but in 2024 it went 58.5-41.4 to the Republican incumbent, Brad Finstad. However, right now Silver has Finstad as only a 68% favorite against a new Democratic challenger, high school math teacher Jake Johnson.

To my east lies the Wisconsin 3rd, which the Democrats had hoped to flip in 2024 but lost, 51.3-48.6. This race is a rematch of 2024, and Silver has second-time candidate Cooke at 73% to defeat the Republican incumbent, Van Orden. Another Wisconsin district of interest will be the 1st, which is Paul Ryan’s old seat down by the Illinois border; this went 54-44 to the Republicans in 2024, but Silver has the Republican incumbent as only 58% to retain his seat.

Finally, while the Nebraska 2nd has gone Democratic in recent Presidential races (the so-called “Blue Dot” of Omaha within the red prairie sea), moderate Republican Don Bacon has kept the seat red in the House, winning 51-49 in 2024. Bacon is retiring, and without him Silver has the Republicans’ chances of retaining the seat at only 4%. Having said that, I was in Omaha recently on business and I certainly saw a lot more signs for the Republican (Brinker) than I did for the Democrat (Powell), but that likely reflected the parts of town I was driving through. Silver even has the Democrats with a puncher’s chance, 13%, of picking up the Nebraska 1st (centered around Lincoln), which the Republican incumbent (Flood) won 60-40 in 2024.

Election 2026: Day -40

Many of the top stories of recent days are actually continuations of things that I hadn’t got around to mentioning in my previous post.

Starting with: Last Friday, President Trump announced out of the blue that, effective immediately, three major news outlets–CNN, MS NOW (the former MSNBC), and POLITICO were being banned from the White House. There was widespread agreement that this action was unconstitutional viewpoint discrimination, in addition to a violation of due process.

Importantly, the other major news networks jumped to the defense of CNN et al, in a way that was almost surely of real interest to Trump. CNN had been one of five networks who shared rotational responsibility for the pool of TV cameras and microphones that cover the President at the White House. The other four pool members announced that they would suspend that television pool, in solidarity with their fellow journalists. As a result, over the course of this week as Trump has given press availabilities at the White House–including one for inauguration of the new White House helipad, something of which Trump seems inordinately proud–it has not been possible for the public at large to hear whatever Trump was saying.

Of course, there is a lawsuit, captioned CNN v. Trump. In the middle of night last night, the Trump-appointed judge who caught the case issued a temporary restraining order against the administration, which from what I read seems clearcut in light of existing case law about White House press access. However, this morning the White House did not immediately restore access to the impacted networks and individuals, raising speculation as to whether the administration was trying to foment a Constitutional crisis by refusing to obey a court order. By this afternoon, however, that crisis had passed as the networks’ access had been restored.

After banning the networks, the administration also announced the launch of what it is calling Trump TV, which appears to be a stream on YouTube carrying (for now) recordings of Trump speeches and appearances. Combined with Trump’s praise today for the Chinese press corps accompanying visiting Premier Xi Jinping, all this has created speculation that Trump’s ultimate objective is to nationalize the press coverage of his Presidency. Which sounds very American, doesn’t it?

Nine days ago, outgoing Rep. Massie (R-KY) stealthily filed articles of impeachment against Defense Secretary Hegseth, and did so in a procedural posture that would have required a House vote within two days. In response, Speaker Johnson adjourned the House for the midterms earlier than originally scheduled, thus avoiding the vote until after the election. Speaking of lame duck Kentucky Republicans, Sen. McConnell made his return to the Senate recently after three months of being hospitalized, although his appearance raised concerns as to whether he’s completely competent to complete the remainder of his term.

Last week there were additional actions taken by Judge Cooper in the ongoing saga over the Kennedy Center, Beatty v. Trump. First, he enjoined the Kennedy Center Board from renaming the campus on which the Center sits to “President Donald J. Trump Plaza”, or from inscribing the words “renovated and restored by President Donald J. Trump” on the face of the Center. In response, Trump threatened to demolish the Center. That led Representative Beatty to return to the courts, in response to which Judge Cooper ordered that 30 days notice be given before any action is taken to demolish the Center.

Now for some more recent news:

The U.N. General Assembly is taking place in New York City this week. Trump gave a 45-minute speech which, per the NYTimes’ sub-head, “amounted to a rejection of the founding concept of the United Nations.” Ted Widmer, writing for The Guardian, noted that “the saddest aspect of this speech was its utter lack of American idealism – the very force that led to the UN’s creation…. [i]t was just raw power; and a power that is likely to diminish in the years ahead.” Per a new CNN poll, Americans’ support for Trump’s handling of foreign policy has declined from 42% at the start of his term to 29% now.

Nate Silver’s estimate of a Democratic Senate after the midterms reached a new high today, at 69%. He now has Kansas up to 32% for the Democrats, with a few other long-shot targets moving into “maybe” range such as Nebraska (22% for the independent, Dan Osgood), South Carolina (15%), and even Florida (15%). More generally, Silver notes the oddity that the signs of a blue tsunami are stronger in red states than in blue states; he has the Republicans at 11% to flip Minnesota, for instance, and he has Collins at 28% to retain her seat in Maine. Speaking of Senator Collins, ProPublica has an interesting story this week entitled “The FBI Anti-Corruption Squad Was Circling Susan Collins–Until Trump Got In the Way.”

Finally, the long-brewing litigation on third-country removals of deportable aliens, D.V.D. vs. DHS, has just today again reached the SCOTUS emergency docket, as last week the 1st Circuit upheld much of the original lower court injunction that SCOTUS had stayed in June 2025 (pending appeal to the 1st Circuit) over the liberals’ dissent.

Election 2026: Day -44

So much for being more regular about posting…

This week, Canada’s shift away from co-dependency with its southern neighbor continued, as the European Union announced it would extend an invitation to Canada for “Associate Member” status, a category that does not currently exist. What exactly this status means is still unclear. Trump doesn’t seem happy about the prospect.

Let’s survey some economic indicators, shall we? The national price of gas is now up to $4.48 a gallon, up from $4.10 a month ago, while the national price of diesel has reached an all-time high of $6.50 a gallon, up from $5.55 a month ago. Annual inflation is currently at 3.4%, compared with 2.4% in February before the war with Iran started. In light of persistent inflation this week the Federal Reserve, now chaired by Trump loyalist Kevin Warsh, voted to raise the Fed Funds rate by 25 bps, the first rate hike since 2023. Trump didn’t lash out at Warsh the way I thought he might, but he does continue to hold unrealistic views as to what U.S. interest rate levels ought to be. The S&P 500 remains up 11.5% year-to-date, although it has been treading water over the past six weeks. The average 30-year mortgage rate climbed to 6.95% this week, the same level it was at Trump’s second inauguration; it had gotten below 6% just before the war with Iran started. Finally, the average price of ground beef hit an all-time high of $6.92 per pound last month; its climb during the Biden administration from $3.97 to $5.60 was one of the drivers of public dissatisfaction with Biden. Yet, somehow, Congressman Emmer (R-MN) was quoted on the campaign trail this week touting ground beef prices below $2 per pound.

With such ‘robust’ economic news, it is perhaps not surprising that over the past 10 days Nate Silver’s assessment of the Democratic Party’s chances this fall have improved. Right now he makes the Democrats 65% favorites to take the Senate, up from 51% when I last posted. He’s moved Talarico up from 56% to 70%, while in Iowa Turek’s chances have risen from 35% to 52%. He also thinks it is now 51% that the Democrats will get to 52+ seats, which could be important given Fetterman’s unreliability.

There is also news about the U.S. having reached a new security arrangement with Denmark regarding Greenland. However, it is not yet clear what is actually in the new agreement, and whether it is substantively different from the pre-Trump status quo. As a practical matter, even if it doesn’t actually change reality, it defuses tensions with the E.U. while giving Trump an ability to, as a Danish reported put it, “take a victory lap on social media.”

However the main piece of news since I last posted comes from the Supreme Court, which took some all-too-rare action against a Trump administration policy priority.

I had briefly mentioned in my last post the various controversies around first an Executive Order, and then a final regulation, imposing new requirements regarding the transmission of federal election ballots via the mails. As lawyer Adam Unikowsky explains, the primary underlying federal objective isn’t really about preventing mail-in voting fraud at all:

“The government has had difficulty collecting voter information from states. There’s currently a separate stream of litigation in which the federal government is suing states trying to get access to their voter rolls. These lawsuits have failed 23 straight times. So the federal government is trying something different. …[T]he federal government will leverage its power over the Postal Service to prevent states from sending mail ballots unless the states give the federal government information sufficient to identify, by name, everyone who voted by mail.”

A secondary underlying federal objective, arguably, is to wreak havoc with an election cycle that is likely to be adverse to the administration. The new rule may be illegal as a general matter, but in attempting to implement it two months before an election the administration is creating significant operational risk that mail-in voting for the 2026 midterms would not function smoothly–which, given the current politics of mail-in voting, seems to be a risk the administration would welcome.

As such, while the plaintiffs seeking to stop the new regulation are certainly arguing that the regulation is entirely invalid, they are more immediately concerned with getting it enjoined for the 2026 midterms. And that’s what SCOTUS did last week, in a case now captioned USPS vs. California: The per curiam majority denied the administration’s application for a stay of an adverse lower court ruling preventing the rule from applying to the 2026 midterms, saying both that “the Government is unlikely to succeed on the merits of its challenge” and that “the equitable factors applicable for obtaining emergency relief from this Court do not warrant a stay.”

Since the second statement quoted above would have been sufficient to justify the denial of a stay by SCOTUS, the fact that the per curiam opinion also made the first statement is interesting: It appears to signal that at least 5 Justices believe that the rule is likely illegal, period. On the other hand, we have an Alito dissent joined by Thomas in which he argues that the stay should have been granted, and we have a Kavanagh concurrence saying that he thinks there’s “at least a fair chance” that the rule is legal but that implementing it so close to an election (and with so little preparation for the rule’s requirements having been made) would be “arbitrary and capricious” under the APA.

As such, on the eventual merits question of whether the USPS has the authority to adopt this rule, we could be looking at more like a 5-4 or 6-3 split. But for now, at least, the rule is a dead issue with respect to the 2026 elections, albeit not before having dredged up a lot of concern among the general public about the potential reliability of mail-in voting.

Election 2026: Day -54

With the midterm elections within sight, I’m going to temporarily adopt the “Election 20XX” branding that I’ve used previously, and I will endeavor to blog more frequently over the next several weeks.

In my last post I commented that I believed primary season was at long last over. Turns out I was wrong: two days ago New Hampshire had its primary, and yesterday it was Rhode Island’s turn. In Rhode Island, the incumbent Democratic governor lost his primary, in a rematch between the two leading candidates from the 2022 primary.

Yesterday and today, the GOP have been holding a so-called “midterm convention,” in Dallas. I’d never heard of such a thing before, but apparently the Democrats had tried it in June 1982. However, the timing of the event is slightly odd in that the first 2 NFL games of the new season took place yesterday evening and this evening, opposite the event. Trump spoke for 105 minutes last night, and both Trump and Vance are scheduled to speak tonight. Unexpectedly, Sen. Fetterman (D?!?-PA) made an appearance by video at the conference last night.

The big news from last night is that during his speech Trump vowed that if the Republicans win the mid-term elections, then every adult American will get $5,000. Given that such a promise would cost over $1 trillion, and given that Trump had previously talked about $5,000 “DOGE dividends” and $2,000 “tariff dividends”, I’m not sure Trump is to be taken seriously in this instance. Still, that’s quite a campaign promise for a (checks notes) Republican President to make.

However this morning there was also news about an upcoming $500 payment to a subset of Americans, and this news actually appears to be for real. Moreover, it relates to one of my areas of professional expertise, the individual health insurance policies offered on the federal exchange (Healthcare.gov) as a result of the Affordable Care Act.

What the White House fact sheet says is that “nearly a million” Americans who purchased policies from the federal exchange will each receive a $500 rebate in October, to compensate for the fact that they were “overcharged” by the Biden Administration with respect to exchange user fees.

As background: When insurers offer products on the exchange, the premium build-up includes a %-of-premium fee that the insurer needs to pay to the federal government, as a so-called “user fee” to cover the government’s costs of maintaining the exchange. That fee is set by the federal government, many months in advance of the start of the calendar year. In the waning days of the Biden Administration, in mid-January 2025, a final regulation came out indicating that the exchange user fee for calendar year 2026 would be 2.5% of premiums.

Apparently, the Trump Administration has concluded that the level of user fees collected from 2026 premiums turned out to be more than what is actually needed to run the exchange. In May 2026, the Trump Administration set the exchange user fee level for calendar year 2027 at 1.9% of premiums, instead of 2.5%. As such, when the Trump Administration talks about “overcharges” by the Biden Administration, I think what they’re saying is that 2026 premiums were, roughly, 2.5% – 1.9% = 0.6% higher than they really needed to be, because the exchange user fees collected via those 2026 premiums were more than what was needed.

What should the government do here? Door 1: Just keep the excess money, and perhaps use it to subsidize lower exchange user fees charged for years beyond 2027. Door 2: Return it to the insurers, since they’re the parties that actually remitted the exchange user fees to the government. Door 3: Return it not to the insurers, but to the parties who actually paid the premiums to the insurers. (The reader can analogize to the recent situation with refunds of illegally imposed tariffs.)

So, the government chose Door 3, right? Well, sort of…

One unusual but important feature of the health insurance policies sold on the exchange is that most of the people buying these policies qualify for a government subsidy of part, or in many cases all, of the cost of the premiums. These premium subsidies are administered through what are called Advance Premium Tax Credits (APTC), through which the individual buying the policy doesn’t need to pay the premiums to the insurer and subsequently seek reimbursement from the federal government — instead, the federal government directly pays part or all of the premiums to the insurer.

What that means is that if 2026 premiums really were too high by 0.6%, then the vast majority of that excess cost was borne by taxpayers at large, via higher APTC payments funded out of general government revenues! Only a small portion of the purported excess cost was actually borne by the people covered by the insurance.

Moreover, the math doesn’t really line up here. First, there are vastly more than 1 million people who bought coverage from the federal exchange, although most did so with the assistance of APTCs. Second, if you assume that the monthly premium for an exchange product is $700 per month (a number I admittedly pulled out of the ether, but it’s approximately right and it makes the resulting math pretty) then 0.6% of premium is $50 per year, not $500.

As such, here’s what I suspect is actually going on. I think the government has taken a pot of money equal to roughly 0.6% of all the 2026 exchange premiums, spanning both people with APTCs and people who fully fund their own premiums; and then I think the government is using that pot to make $500 payments to only the people who fully fund their own premiums. And that set of people — working-age individuals who don’t have access to employer-sponsored health insurance but make too much money to qualify for APTCs — consists largely of the self-employed upper-middle-class, who I’ve always thought of as a core Republican constituency.

This is my original analysis, and I certainly could be wrong. But assuming I’m right, then politically it’s a clever albeit disingenuous move: Identify a way in which your predecessor’s policies arguably brought harm to a portion of the population largely lying within your party’s base, and provide those people with payments that vastly exceed the harm they experienced (i.e., the $500 versus the $50), a month before an election, while blaming your predecessor.

Trump 2.0: 2026-09-07

The problem with going more than a month between blog posts is that, even in the dog days of summer, there’s more to write about than I can possibly do justice to. Still, all one can do is try…

Primaries. I believe the 2026 primary season is done at last, with Massachusetts finishing things up last week.

When I last wrote, I was eagerly awaiting the upcoming election here in Minnesota, and particularly the Democratic primary to replace retiring Senator Tina Smith. That primary pitted my Representative, moderate Angie Craig, against the sitting Lieutenant Governor, the more progressive Peggy Flanagan. My view going back several months was that while I had supported Craig as a very suitable nominee for her largely exurban 2nd District, Minnesota Democrats needn’t settle for someone that moderate in a statewide race. The party establishment agreed with that view, and Flanagan was poised to win the party endorsement at the state convention in late May. Which, according to the way party politics has always worked in Minnesota, ought to have been the end of it; primaries are a recent innovation in Minnesota, and the expectation was that losing candidates would drop out after the convention, making the primary a coronation rather than a contest.

Craig saw things differently. Shortly before the state convention, foreseeing that she would lose she announced that she would not be seeking the party endorsement at the convention and would instead contest the primary. Which she did, outspending Flanagan 4-to-1 (although honestly it felt like more of an edge than that, based on the advertising I saw). While Governor Walz remained officially neutral, his decision to not endorse his own running mate was suspicious, and in the last week of the campaign his wife endorsed Craig. It all turned to out to be for nought, however, as Flanagan managed a 59-39 victory. Her opponent in the fall will be former sports broadcaster Michelle Tafoya.

There was a surprising Senate primary result in Florida. I had thought that moderate Alex Vindman, a central figure in the first Trump impeachment trial, was facing only token opposition in the Democratic primary and could make a compelling (albeit long-shot) general election candidate. I’d never even heard of his opponent, Black progressive Representative Angie Nixon, until she beat Vindman, 56-44.

Alaska held its jungle primary, to which 4 people advance to the general. The two leading candidates are former Rep. Mary Peltola, a Democrat, and incumbent Senator Dan S. Sullivan, a Republican. Peltola won 49.5% of the vote to Sen. Sullivan’s 41.4%. I would be remiss in failing to mention that one of the two minor candidates who advanced is a different Dan Sullivan, also purportedly a Republican; however, it is not looking like the potential voter confusion here will be dispositive.

In South Carolina, recall that Sen. Lindsey Graham would have been on the ballot this fall, so when he died a second primary was hastily scheduled for August. Contrary to many people’s expectations his sister Darline, who had been appointed to the seat, decided to run in the primary and received Trump’s endorsement. In a field where 5 different candidates got at least 5% of the vote, she got a 33% plurality, advancing to the runoff against Rep. Ralph Norman. Graham’s debate performance attracted much criticism, particularly when she admitted she was pretty ignorant about foreign policy. Nevertheless, Trump’s coattails got her across the finish line, as she beat Norman 52.4 – 47.6. With Tommy Tuberville likely to be elected Governor of Alabama this fall, the U.S. Senate may have a new “least qualified member” come 2027.

Finally, votes in the Massachusetts Senate primary faced an unusual choice, where the 80-year-old progressive incumbent (Markey) faced a challenge from a much younger but more moderate Representative (Moulton), forcing many voters to choose between policy preferences versus protesting the gerontocracy. Progressive policy won out, 65-35.

Canada. Well, things here have fallen apart more quickly than I would have thought possible.

Recall that back in 2018, the Trump administration negotiated a replacement for the 1994 North American Free Trade Agreement (NAFTA). The new agreement, which the U.S. calls USMCA (although Canada calls it CUSMA), took effect on July 1, 2020 for an initial 16-year term. Under the original agreement, six years in there would be a trilateral joint review process. That process could result in the countries agreeing to extend USMCA for a further 16 years or, failing an ability to agree on that, in the countries having a series of annual reviews until a 16-year extension is reached, or until the agreement expires. On July 1, 2026, the U.S. announced it was not willing to renew USMCA for another 16 years, leaving the agreement intact but triggering the process of successive annual reviews.

Then, later in July, the Trump administration announced that it would impose 50% tariffs on a range of Canadian products effective August 19th, citing Section 338 of the Smoot-Hawley Tariff Act of 1930 as its authority to do so. That section of the law had never been used, and a compelling argument can be made that this authority was implicitly repealed with the passage of the Trade Expansion Act of 1962.

The new tariff threat brought Canada and the U.S. to the negotiating table. I was in Canada on vacation on August 18th when Trump announced a 3-day postponement of the new tariffs on the grounds that the two countries were on the verge of reaching a deal. But three days later, an hour before midnight Canadian PM Carney pulled his negotiators away, allowing the tariffs to take effect. The next day he announced that Canada would impose retaliatory tariffs, scheduled to take effect tomorrow, and explained in his speech that “in recent days the U.S. proposed new terms that were uneconomic, unfair, and undermined the net benefits to Canada, calling into question the reliability of any deal.”

So, there is now a trade war between Canada and the U.S.; that’s lovely. Trump has threatened a further escalation of the trade war, but to date his only move has been to order the U.S. government to re-name Lake Ontario as “Lake America”. I’m not aware of any lawsuits arguing that the Section 338 tariffs are illegal, but hopefully one will emerge soon.

Iran. It’s still a quagmire, with no real movement, or path forward. The price of diesel reached an all-time high of $5.90 this week, while the price of gasoline on Labor Day is $4.14 a gallon, breaching the previous Labor Day high of $3.82 from 2012.

Ballroom. One of Trump’s major priorities over the past year has been his project, in the absence of any legal authority, to tear down the East Wing of the White House and build a new ballroom (over-top of a new security bunker). At times it feels like he cares more about the ballroom than about other aspects of the Presidency, which I suppose is what one should expect when elevating a real estate developer to that role.

In late August this situation finally reached the Supreme Court, via its emergency docket, in a case captioned National Park Service v. National Trust for Historical Preservation. Disappointingly, SCOTUS ruled 5-4 in favor of the government, granting it a stay of a lower court injunction that would have prohibited further above-ground construction. As a practical matter, this will allow the administration to complete construction before the legality of said action is fully adjudicated.

You might ask, how do we know that an emergency docket ruling was precisely 5-4? In this case, it is because Chief Justice Roberts wrote a dissent that was joined by the three liberals. Early in Roberts’ dissent he writes “[t]hat construction is likely unlawful”; and the majority opinion takes pains to note that “[t]oday, we do not pass upon the legality of the government’s East Wing project.” The legal issues at stake in the SCOTUS opinion are entirely about whether the plaintiffs who sued the government have standing to do so, and hence whether the district court exceeded its authority in granting the injunction.

While I am not a lawyer, I am increasingly convinced that something — although I can’t specify a precise solution — needs to change when it comes to judicial evaluation of whether or not the executive branch is complying with the law. Time and time again, the Trump administration has rather brilliantly exploited a seam in our form of government whose existence I hadn’t previously appreciated: It is all too possible for the executive branch to willingly break the law, without adequate legal remedies available to prevent it.

Mail-In Ballots. This post is already too long, and I imagine this subject will be coming up again in the near future, so for today I’ll be brief. There have been Executive Orders relating to the role of the U.S. Postal Service in delivering mail-in ballots in federal elections, and very recently a final regulation implementing portions of those EOs was promulgated. Many states believe that the rule is unconstitutional, and they seek to enjoin its implementation for the November elections while further litigation continues. This issue already reached the SCOTUS emergency docket once, in an August case called Trump v. California, over dissents from the 3 liberals. At that time, the Court argued that the legal action was premature since it was taken before the final rule was promulgated, so the legal harms to the states were speculative. Now that the rule exists, the district court judge has reaffirmed her previous ruling, and this will likely get back to the SCOTUS emergency docket very shortly.

Political Landscape. I’ll end for today with a brief summary of how the national political landscape looks like on Labor Day, citing Nate Silver’s new midterms model which he has christened FLIPR:

  • FLIPR thinks control of the Senate is a genuine tossup, with a 50.6% chance that the Democrats will get to 51 seats. Of course, if they get to exactly 51, then there is some risk that Fetterman, whose approval ratings are far higher among PA Republicans than among PA Democrats, could be induced to switch parties.
  • In terms of specific Senate races, FLIPR has Talarico as a mild favorite to flip TX (56-44) but, surprisingly, Sullivan as a mild favorite to hold AK (54-46). FLIPR also likes Jackson’s chances to flip ME (65-35), Brown’s to flip OH (62-38), El-Sayed’s to retain MI (68-32), and the Republican Hinson’s to hold the open seat in IA (65-35). Among longer shots, FLIPR gives the Democrat Hamilton a 20% chance to flip KS, which came as a surprise to me.
  • FLIPS thinks the Democrats are heavily favored to take back control of the House, with an average margin of 231-204 and an 82.7% chance of being at 218+. It appears Silver thinks that Republicans have a structural advantage in popular vote terms of about 3% in the House, thanks to gerrymandering and other factors. Having said that, it is certainly possible that the Republicans will lose some of the seats, particularly in TX, that they had gerrymandered in an effort to gain.
  • Silver’s tracking average of Trump’s approval / disapproval ratings currently sits at 38.1 – 58.5, which is very close an all-time low for Trump.

Trump 2.0: 2026-08-05

I voted yesterday, in the Minnesota Democratic primary; election day is August 11th, but I’ll be out of the country then.

There were primary elections in some states yesterday, most notably Michigan, where attention was focused on the Democratic Senate primary. The incumbent, Democrat Gary Peters, is retiring. There were three candidates: State Senator Mallory McMorrow, Representative Haley Stevens, and Abdul El-Sayed (not currently in office but the losing candidate in the 2018 gubernatorial primary). I had assumed that McMorrow, who gained national prominence with a speech at the 2024 DNC, was the front-runner here; and at one point I think she was. However as the campaign progressed she found herself outflanked by El-Sayed on her left and Stevens on her right, and she suspended her campaign a month ago without endorsing either opponent, but remained on the ballot.

Since then, this race became the most expensive Democratic Senate primary in history, with tens of millions of dollars of outside money (much of it from AIPAC) flowing in to support establishment figure Stevens against the charismatic progressive El-Sayed, who reportedly was outspent 10-to-1. It didn’t work, as El-Sayed eked out a narrow victory: 48.5% to 47.5%, with McMorrow still garnering 4.0% of the vote. It is certainly possible that Democratic primary voters just cost their party a winnable Senate seat by selecting an unelectable candidate, like Republicans did in Delaware in 2010, or in Alabama in 2017. At the very least, this Senate race will be an important test of how progressive ideas sit with the electorate outside of the most liberal areas.

There was an even crazier primary result from Michigan last night, on the Republican side, in the 8th District. This district near Flint is apparently, by at least one measure, the median district in the entire country; as such it is absolutely a swing seat, won in 2024 by a Democrat now running for her second term even though Trump carried the district. The Republican primary pitted 3 political neophytes: Amir Hassan, who Trump endorsed the day before the election; Al Lemmo; and Thomas Smith. Three weeks ago, Smith dropped out of the race and endorsed Lemmo but, like McMorrow, his name remained on the ballot. Despite that, yesterday Smith won handily, getting 50.4% of the vote, to 33.2% for Hassan and 16.4% for Lemmo. Not sure I’ve ever seen anything like it. Thomas Smith: the name you know.

Don’t have time to really catch up on Iran, or Blanche, or other issues. I will note that the Maine Democratic Senate Convention turned into a snoozefest, as supporters of former State Senate President Troy Jackson (who had just finished 3rd in the gubernatorial primary) so dominated the local nominating meetings to choose delegates that his victory was assured and everyone else dropped out. Jackson seems like Platner with less charisma and, one hopes, far less personal baggage.

Trump 2.0: 2026-07-16

A few things to catch up on:

The 250th Anniversary. With the heat wave in D.C. on July 4th, it wasn’t until 11:15pm local time that Trump was able to start his grand speech (which, I will confess, I did not watch). That meant the fireworks for the 250th, which was designed to break the previous world record for largest fireworks display, started very slightly after midnight, on the 5th.

In more recent 250th-related news, this week Treasury Secretary Bessent announced a new dollar coin will be issued for the 250th anniversary, with Trump on its face. Is this legal? The administration says it is, and at this point who are we to argue?

World Cup. The home country troika all bowed out in the round of 16, even though — thanks, it appears, to Trump’s intervention — FIFA overturned six decades of precedent to allow U.S. striker Balogun to play against Belgium, notwithstanding his red card in the previous game. After four-and-a-half weeks of play, we were left with the four highest-ranked countries in the world; seems like we could have just skipped ahead to that? Spain & Argentina will meet in the final, with England & France facing off for 3rd.

Maine Senate. Graham Platner’s teflon finally wore off in early July when a former girlfriend credibly accused him of having had sex with her against her will during their relationship. Within hours, the tide of opinion in the Democratic party turned solidly against him, and he withdrew from the ballot mere days before that would no longer have been possible. Facing a brisk deadline to select a replacement candidate, Maine Democrats have organized a 600-delegate convention on July 25th. That will be interesting.

McConnell, and Graham. Mitch McConnell has, it would appear, been hospitalized for weeks after a sudden health issue. By last week, conspiracy theories were starting to circulate to the effect that he was actually brain dead and was being kept alive to avoid the need for a special election to be called in August, in which dissident Republican Congressman Massie could run. A picture of McConnell and his wife was finally released in order to quell the rumors.

With that as background: When I woke up this weekend to news that an important Republican Senator was dead, the identity of said senator was surprising — not McConnell, but rather Lindsey Graham. Graham had just returned from a trip to Ukraine, prompting conspiracy theories that perhaps Putin was behind his sudden death. His younger sister (and adoptive daughter) has already been appointed to Graham’s Senate seat; but Graham was on the ballot this fall, and a special primary election has been set for August 11th. Candidates have yet to file, but it is expecting to be a very competitive primary race.

Trump v. IRS. Recall that Trump had, ludicrously, sued his own administration “in his private capacity” for $10 billion due to a breach of his tax returns that had happened during his first term, and then Trump’s Acting Attorney General, Blanche, agreed to a settlement of the “lawsuit” that not only created a $1.776 billion fund from which Trump appointees could dole out monies to victims of “weaponization”, but also (illegally?) granted Trump a free pass on all his existing IRS audit issues.

This week, a federal judge issued an opinion to the effect that, in light of the unitary executive theory (including references to the recent SCOTUS decision in Slaughter), there was no adversarial interest between the parties to this lawsuit, and hence the suit was a fraud on the court. It’s a damning opinion, although its practical impact is somewhat unclear. As the opinion notes in a footnote, “whether a private agreement between the Parties—as if “there is no judge”—is valid and enforceable or is a depredation of the Judgment Fund and an illegal conferral of immunity is not before this Court.” But there are potential professional ramifications for some of the attorneys involved, including Blanche, whose confirmation hearing for the permanent A.G. role kicked off this week.

Iran. Last week, the vaunted Memorandum of Understanding appears to have fallen apart. Earlier this week, Trump announced that the U.S. would now be in charge of assuring safe passage in the Strait in exchange for a toll equal to 20% of the value of cargo; within 24 hours he walked that back. Brent crude prices had briefly retreated to its pre-war level in the low $70s with the signing of the MOU, but have now drifted back into the low $80s.

Tonight. Trump is giving a presidential address from the White House tonight, supposedly about the 2020 election? WTF? Both NBC and ABC have declined to carry it, while CBS and FOX haven’t shown their cards yet.

Trump 2.0: 2026-07-02

Yesterday the U.S. MNT won their round-of-32 World Cup tie against Bosnia and Herzegovina, in somewhat dramatic fashion. The Americans were ahead 1-0 an hour into the game when the hero of their round robin win against Paraguay, Balogun, was belatedly awarded a controversial red card after VAR review of a play that hadn’t even resulted in a yellow card before the VAR got involved. This was eerily reminiscent of how Bosnia had reached the World Cup in the first place, beating favored Italy in penalties after Italy had taken a red card while up 1-0. This time, however, the U.S. scored a second goal on a free kick from just outside the box and held on to win 2-0. With no ability to appeal Balogun’s 1-game suspension for the red card, the U.S. will be missing a key player for their round-of-16 match against Belgium, who had beaten the U.S. 5-2 in a spring friendly.

In my last post I had mentioned new NYTimes polling of the Texas and Maine Senate races. Shortly after I had published that article, the NYTimes release similar polls of four other key Senate races in red states: Alaska, Iowa, North Carolina, and Ohio. While Governor Cooper has a comfortable lead in North Carolina, the three other races currently lean to the Republicans by 2 or 3 points. This polling suggests that having the Democrats reclaim control of the Senate in 2026 remains odds-against, but still more plausible than one would have thought a year ago, given the seats that are up this year.

More recently, Fox News released polls of the Georgia and Iowa Senate races. They have Sen. Ossoff up 56-43 over Rep. Collins in Georgia (and also have Bottoms leading in the Georgia Governor’s race), while in Iowa they have the Democrat ahead, 50-46. They also have Sen. Collins up 50-47 over Platner in Maine.

Earlier this week, Speaker Johnson sent the House into its 4th of July recess sooner than expected, reflecting internal dissension in the Republican caucus. Retiring moderate Republican Congressman Bacon of Nebraska referred to the dissidents as “shitting in their own house because they’re mad at the neighbor.” Sounds about right.

Finally, we are now 2 days away from the 250th anniversary of the signing of the Declaration of Independence — and indeed, it was 250 years ago today that the vote to declare independence passed, although to John Adams’ dismay we eventually adopted the 4th and not the 2nd as the national holiday. Unfortunately, the celebration of the semiquincentennial has become mired in partisanship. Today the Democratic staff on the House Natural Resources Committee issued an interim report, “From Vanity to Insanity: How the White House Cheated the American People out of their 250th Birthday”. Quoting from the Executive Summary:

“In 2016, Congress established an independent, nonpartisan U.S. Semiquincentennial Commission tasked with organizing celebrations in honor of the 250th anniversary of the signing of the Declaration of Independence. America250 was created to lead the celebrations on behalf of every American, insulated from the political whims of any particular administration. It was designed to leverage public-private partnerships without any quid-pro-quos or outsized political influence infecting the celebrations. The National Park Foundation—the official philanthropic partner of the National Park Service for more than five decades—stood ready to channel private generosity toward the parks and public spaces where the nation would gather.

But under President Donald Trump, this anniversary has been hijacked and perverted into a hotbed of corruption and self-enrichment. … The White House first attempted to bend America250 to its purposes, demanding spectacles focused on promoting President Trump rather than the country while forcing partisan content, campaign-style fundraisers, and favored contractors onto an organization Congress designed to serve the whole country, not
one party or president. … When America250 would not yield, the White House created a replacement: Freedom 250 LLC, a shadow organization capable of infiltrating the celebrations and injecting America’s 250th with Trump’s extreme, partisan agenda. Lodged within the National Park Foundation, the new entity could exploit the credibility and donor
relationships of a beloved public charity while operating outside the transparency and accountability requirements Congress wrote into the semiquincentennial framework.”

The centerpiece of Freedom 250’s efforts is the Great American State Fair, currently taking place on the National Mall. Attendance has been abysmal, hindered in part by a massive heat wave impacting much of the country. Trump intends to give a major speech — or as he put it, “the most spectacular TRUMP RALLY of them all” — on the Mall on the night of the 4th as part of the “Salute to America 250 Celebration and Fireworks” event, promising “the LARGEST FIREWORKS SHOW IN HISTORY.” The forecast high in D.C. for Saturday is 99, with a ‘feels like’ of 109. Sounds wild.