Tuesday was election night in some states, and it is impossible to imagine that the night could have gone better for the Democrats.
Virginia is usually the focal point of the nation on the first Tuesday of November in odd-numbered years. In light of term limits, Republican Governor Youngkin was unable to run for re-election. Lieutenant Governor Earle-Sears, a Black woman, ran for the Republicans to replace Youngkin. Her opponent was former Rep. Spanberger, a moderate Democrat who declined to run for re-election to the House in 2024 in order to focus on this race. Spanberger was ahead several points in pretty much all polling, but she overperformed expectations, winning 57.2 – 42.6.
Spanberger also had longer coattails than expected. Democrats picked up the open Lieutenant Governor seat, 55.3 – 44.4, and unseated the incumbent Attorney General, 52.8 – 46.8. The latter victory was notable for two reasons. First, the Democratic candidate, Jones, was embroiled in controversy over a leaked text message from 2022 advocating violence against the Republican then-Speaker of the Virginia House. Second, the Republican incumbent, Miyares, had recently opined that he believed efforts currently underway in Virginia to amend its constitution’s provisions governing redistricting could not take effect until 2027, so his re-election likely would have impeded Democratic efforts to re-draw the Virginia map in time for 2026. Additionally, Democrats expanded their majority in Virginia’s House from 51-49 to 64-36.
New Jersey was the other state with a gubernatorial election this week, and as in Virginia the Democrats were running a moderate white woman with both House and national security experience. Unlike Spanberger, Rep. Mikie Sherrill had remained in the House while running for Governor. Sherrill was expected to be in a very close race against Jack Ciattarelli, who had lost the 2021 gubernatorial election 48.2 – 51.0. Instead Sherrill won decisively, 56.6 – 42.9, making her the first female military veteran to be governor of a U.S. state.
Across the river, the New York City mayoral election had attracted much national attention for its unusual three-way race, pitting the Democratic primary winner (Mamdami), the Democratic primary runner-up running on a third party line (former Governor Andrew Cuomo), and the Republican primary winner (Sliwa). Incumbent mayor Adams remained on the ballot, given how late in the election he withdrew. He eventually endorsed Cuomo, and his continued presence on the ballot was a non-factor as he attracted less than 0.5% of the vote. The day before the election, Trump (and also Musk) endorsed Cuomo. Importantly, the general in NYC is first-past-the-post, even though the Democratic primary was ranked-choice. Given these dynamics, it was generally expected that Mamdami would win, but it was felt unlikely that he would surpass 50% of the vote, raising questions as to whether he really would have a mandate for change (or whether he even vote have won under a ranked-choice scheme). However, he managed to get 50.4% of the vote, versus 41.6% for Cuomo and 7.1% for Sliwa. The idea that New York City would elect its first Muslim mayor on the very same day that Dick Cheney died would have seemed impossibly remote 20 years ago.
Moving to the other coast, all eyes were on California’s Proposition 50, a constitutional amendment needed to enact the pro-Democratic gerrymandering statute that Governor Newsom championed earlier this year, in order to counter-balance the pro-Republican gerrymandering statute that Texas had just enacted at Trump’s behest. When the campaign started, there was considerable doubt as to whether the amendment would pass, and Republican mega-donor Charlie Munger Jr. (the son of Warren Buffett’s former right-hand man) was expected to bankroll the No campaign. However, the opposition fizzled, and in the end Prop 50 passed 64-36, with relatively heavy turnout for an election with nothing else on the ballot.
Here in Minnesota, there were mayoral elections in both Minneapolis and St. Paul in which ranked-choice voting applied. In both cities, the incumbent won a plurality, but not majority, of the first-preference votes. After re-allocations, St. Paul has a new mayor, with a Hmong-American woman replacing the Black male incumbent; however in Minneapolis, re-allocations did not topple the moderate white male incumbent in favor of his Somali-American male challenger, who like Mamdami is a Democratic Socialist. A little closer to home, the Democrats held the state Senate seat in a by-election in my district, and with it retained control of the state Senate, 34-33. However, these election results now create two new vacancies in the Minnesota House in Democratic-held seats, temporarily giving the Republicans a two-seat House majority until by-elections can be held.
The last 2025 election results I want to discuss come from Georgia. I don’t pretend to understand Georgia politics, other than they do some things differently down there (e.g., Senate runoff elections) for reasons that, historically speaking, probably have a lot to do with trying to dilute the impact of the Black vote. In Georgia they have a 5-member elected Public Service Commission, in which each member represents a specific geographical district. You might think, therefore, that each PSC member would be elected by the voters of the district they will represent. No no, don’t be silly; all PSC members are elected on a statewide basis. Which has meant that. in recent years, the PSC has been an all-Republican body.
Well, there was recently a court case arguing that this electoral approach was contrary to the Voting Rights Act. Ultimately the 11th Circuit upheld the status quo; but all of the legal bickering had the impact that, in 2025, there needed to be a statewide special election for 2 of the 5 PSC district seats. And, out of the blue, the Democrats won both of these statewide elections with ease, unseating Republican incumbents with almost 63% of the vote in both races.
The morning after the elections, SCOTUS held two-and-a-half hours of oral arguments in the IEEPA tariffs cases. The general consensus is that the arguments went badly for the government, although perhaps not so badly that it is impossible to imagine Trump prevailing. Still, on the prediction markets the implied likelihood of the tariffs remaining intact fell from the high 40s before the arguments to the mid 20s afterwards. A reasonable forecast based on the tenor of questioning is for a 6-3 ruling against the tariffs, with Gorsuch, Roberts, and Barrett joining the liberals. Given how rapidly SCOTUS agreed to hear the case in the first place, there is hope that a decision will come out on an equally expedited timetable, perhaps by the end of December.
Two developments to discuss this week on the SCOTUS shadow docket front.
First, our repeating series of “6-3 SCOTUS orders overturning a lower court order prohibiting the administration from immediately implementing a new policy, with scant explanation from the majority and a lengthy dissent from the liberals” continues. The latest entry is a case called Trump v. Orr, which involves a Trump executive order requiring that, going forward, the sex marker shown on new U.S. passports must represent biological sex at birth. Jackson drew the assignment this time to write the dissent, and once again she writes a footnote of broader interest:
“Not only does the Court’s stay determination produce inequity, but it is also part of a broader pattern of this Court using its emergency docket to cavalierly pick the winners and losers in cases that are still pending in the lower courts. … This way of handling stay determinations jeopardizes procedural fairness as well, because the lower courts have an obligation to fully and fairly consider the merits of the plaintiffs’ legal claims despite the majority’s declaration of the “likely” winner. The Court’s stay-related pronouncements cannot be permitted to thwart the full legal process that our judicial system requires.”
Second, we have a very fluid situation right now relating to SNAP funding in light of the government shutdown. On Thursday a federal court in Rhode Island ordered the government to fully fund SNAP payments for November by the end of the day on Friday. The administration immediately appealed to the 1st Circuit. In mid-day on Friday, the 1st Circuit declined the administration’s request for an administrative stay, while saying that the administration’s request for a stay pending appeal “remains pending, and we intend to issue a decision on that motion as quickly as possible.” The administration then immediately went to SCOTUS, asking that by 9:30pm on Friday it issue an administrative stay.
Since this case came out of the 1st Circuit, it just so happens that the Justice responsible for handling the issue is Ketanji Brown Jackson. At 9:17pm, she issued the administrative stay that the administration requested, in a case now captioned Rollins v. Rhode Island State Council of Churches (Brooke Rollins, who I’d never heard of before, is the Secretary of Agriculture and a Texas attorney who had majored in agricultural development at Texas A&M). However, Jackson’s stay expires 48 hours after the 1st Circuit resolves the administration’s pending motion for a stay pending appeal, which Jackson reiterated “the 1st Circuit is expected to issue with dispatch.” Steve Vladeck speculates on Justice Jackson’s rationale:
“Given the gravity of this issue, it makes all the sense in the world for a justice in Jackson’s position to do whatever she could to ensure that the underlying question (must the USDA fully fund SNAP for November?) is resolved as quickly as possible—even if that first means pausing Judge McConnell’s rulings for a couple of days. If the alternative was a longer pause of McConnell’s rulings, then this was the least-worst alternative, at least for now. And regardless, imposing this compromise herself, rather than forcing her colleagues to overrule her, is, to me, a sign of a justice who takes her institutional responsibilities quite seriously, indeed—even when they lead away from the result she might otherwise have preferred if it were entirely up to her.”
Finally, as the government shutdown enters its record-breaking 6th week, Transportation Secretary Duffy announced that flight capacity at 40 large airports was being reduced by 4% effective yesterday, rising to 10% by November 14th, and possibly rising to 20% after that.