santorum path to victory memo - 3.11
TRANSCRIPT
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8/2/2019 Santorum Path to Victory Memo - 3.11
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To: MikeBiundo
From: JohnPatrickYob
Date: March11th,2012
Re: SantorumPathtoDelegateVictory
RickSantorumisverywellpositionedtoearnthedelegatesnecessarytowinthe
nationalconventiondespitewhattheRomneycampaignandtheirofficial/unofficial
surrogatesfuzzymathmayclaim.
AsaresultoftheirinabilitytoinspiretheGOPbasedonmessage,theRomney
campaignmadethecuriousdecisiontoleadtheirpost-SuperTuesdaycampaign
withtheargumentthattheraceisover,ratherthantoutinghispositivequalitiesas
acandidate.
Theefforttotalkaboutthemathwasadefensivesmokescreenintendedtodistract
fromthemajorproblemstheRomneycampaignfacesincounty,district,andstateconventionsacrossthecountrywhennationalconventiondelegatesareactually
elected.
Therealityissimple:theRomneymathdoesntaddupandhewillhaveavery
difficulttimeevergettingtoamajorityofthedelegates.
ThesituationisonlygoingtogetworseforthemandbetterforRickSantorumastimepasses.Simplyput,timeisonourside.
StrengthofCandidacy
Romneyhasbeenforcedtooutspendthefielddramaticallyinordertobarelywinin
statesheshouldhavewonhandily(MichiganandOhio),andlosingotherstatesby
widemargins(TennesseeandOklahoma).
RickSantorumcontinuestowincontestsandgainnationalconventiondelegates
becausehehasemergedasthefavoriteoftheconservativegrassrootsbaseofthe
RepublicanParty.Asaresulthehaswinsinmostcaucuses.Healsohaswonthe
majorityofcountieseveninRomneystatesexcludingmoderateurbanareas.
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SupportfromConservativeBase
Romneyhasprovenincapableofinspiringgrassrootsconservativesupportincaucusesashehaslostmosteverycaucuscontestdespiteoutspendingtheother
candidatesbymanymultiples.
Similarly,thereareseriouscracksintheRomneyfinanceoperationasthecampaignfinancereportsshowthatheisincapableofinspiringgrassrootsdonorsacrossthecountrytodonatetohiscampaign.Insteadhiscampaignsarefundedby
contributorswhohavealreadymaxedoutandareincapableofdonatingagaininthe
primary.ThisexplainswhytheSuperPACisforcedtopayforsuchalarge
proportionoftheirpaidmedia.
Thelackofgrassrootssupportthatplaguedhiscaucusstatesoperation,andplagued
hissmalldonoroperation,willnowplaguehisnationaldelegateelectionoperation.
RickSantorumhasexcelledincaucusesandsmalldollarcontributionsandtherefore
willalsoexcelatstateconventionswhereactivistsaremoreconservativethantheaverageprimaryvoter.
LongerProportionalProcessFavorsMoreConservativeCandidates
IservedinasimilarroleforJohnMcCain2008.Atthispointoftheprocessthere
wasaveryrealconcernaboutthepossibilityofamoreconservativecandidate
stayingintheraceandfightingusatstateconventionsacrossthecountrywheremoreconservativeactivistsdeterminetheelectionofNationalConvention
Delegates.AlthoughJohnMcCainwaswinningprimariesinafracturedconservativefield,hewasnotthefavoriteofgrassrootsconservativeactivistsintheparty.
Similarly,inthisrace,adrawnoutprocessfavorsconservativecandidatessuchas
RickSantorum.ThisisamajorproblemforMittRomney,themoderateinthisrace.
Evenmoreimportantly,theproportionalprocessthatRomneysupporterspushed
throughtheRepublicanNationalCommitteehasturnedouttobeamajorproblem
forthecampaign.Suddenlytheelectionoftheactualdelegatesatcounty,state,and
districtcaucusesisnowmoreimportantthantheprimariesregardlessofwhatthe
mediacoversasdeterminative.Itisdifficultforanycandidatetoclinchthe
nominationinaproportionalcalendarwithoutover-performinginthestate
conventionsthatelectthedelegates.Asaresult,thestateconventionswill
ultimatelydeterminetheoutcomeofthisrace.
RomneyFrontloadedFriendlyStatesRomneysupportersontheRepublicanNationalCommitteemanipulatedthe
calendartofront-loadseveralofthestatesthatwerefavorabletowardshim.Thatwasbeneficialtohisearlyleadinthedelegatecount,howeveritisproblematicfor
himastheracecontinuesandmovestowardslessfriendlystates.Thisisoneofthe
reasonsthattheyemphasizedfuzzymathafterSuperTuesday.
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RaceMovestowardsSantorumsStrengths
TheraceforthenominationwillsoonstarttomovetowardsprimariesandcaucusesthataremorefavorableterrainforRickSantorum.Moreimportantly,theracewill
eventuallymovefromprimariesandcaucusesthatareoftenbeautyconteststoreal
countyandstateconventioncontestswhereactualdelegatestothenational
conventionareelected.Anyonewhoknowsanythingaboutstateconventionsknowsthatthemost
conservativecandidatehasabigadvantageoveramoderatecandidate.Inmany
cases,thisadvantageisoverwhelming.
RomneysDelegateProblem
Romneyhasadelegateprobleminthathewillhaveaveryhardtimegettinghis
moderatesupporterselectedasdelegatesintheseconventionsystems.Thiswas
evidentinIowathisweekendwheretheRomneyoperationcollapsed,andSantorum
andPaulgained.
TheRealCalendar
TheRealCalendar(TRC)officiallykickedoffthisweekendinIowawhereactivists
gatheredtobegintheprocessofelectingnationalconventiondelegates.Itisclearto
anyonewhounderstandsthisprocessthatamoderatecandidatelikeMittRomneyis
goingtohaveadifficulttimewinningasmanydelegatestothenationalconvention
inanIowaCountyandStateConventionsystemasthemediacalculatedbasedontheOpenCaucussystemthattookplaceinJanuary.Thissystemwillplayoutin
stateafterstate,andalthoughtherewillbehiccupsincertainstates,onaverageRickSantorumwillgainfarmoredelegatesthanMittRomneythroughthisdelegate
electionprocess.
TheRealCount
ThecountlargelydependsonhowyoucalculatethedelegatesinstatessuchasIowa
thathavenotyetelectedtheirNationalConventionDelegates.Forexample,theRNC
currentlygivesSantorum0delegatesforIowaandthemediagiveshim7.We
believehewillendupwithmorethan7delegatesastheprocessplaysout.Wealso
believethatRomneywillreceiveless.
Mostofthepubliclyavailabledelegatecountsarefundamentallyflawedbecause
noneofthemhavetakenintoaccountthatconservativegrassrootsactivistsat
countyandstateconventionswillelectmoreSantorumdelegatesthanaprimaryor
evencaucusbeautycontestinthesamerespectivestatewouldallocate.Therefore,theRealCountsarefarbetterthantheprojectedcountsandwillcontinueto
improveastheNationalConventionapproachesandstateselecttheiractualconventiondelegates.TheSantorumcampaignwillkeepatallycalledtheReal
Countmovingforward.ItwillbebasedontheresultsofboththeRealCalendarand
theTraditionalCalendar.
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TraditionalCalendar
ThereisunlikelytobeverymuchchangeinthedelegatetotalsbasedontheresultsofTuesdayscontests.Regardlessoftheresults,weanticipatethisfinallybecoming
anelectionbetweenthemoderateestablishmentcandidateandtheconservative
grassrootscandidateaswemovetowardsMissouriandbeyond.
March15th24thMissouriRickSantorumwilldoverywellinMissouri,winanumberofdelegates,andhave
momentumheadingintoIllinoisandLouisiana.
March18thPuertoRico
PuertoRicoPrimaryisdifficulttomeasurebutisntlikelytoresultinmomentumfor
anycandidate.
March20thIllinoisMittRomneymighthaveanedgeinIllinoisbutwefeelverygoodaboutourabilityto
onceagainwinthemoreconservativeareasofthestate,earnaconsiderablenumberofdelegates,andmaintainmomentumheadingintoLouisiana.
March24thLouisianaPrimaryLouisianaisgoingtoallocateapproximatelyhalfofitsdelegatesinthePrimaryon
March24thandhalfofthemlaterinacaucusprocess.ItislikelythatSantorumpicks
upconsiderabledelegatesinbothofthesecontests.
WeassumethatNewtGingrichwillbecomelessofafactorintermsofvotetotalsin
racesaftertheLouisianaPrimary,ifnotbefore.
April3rdWisconsin,Maryland,andDCTheseprimariesarewinnertakeall.Theycouldbethefirstconteststhatareaone-
on-onebetweenaconservativeandamoderate.Theemphasisthatdayislikelyto
beonWisconsin.MostrecentpollinghasshownSantorumtobedoingquitewellin
thestateanditisexpectedtobeaveryclosecontest.Notbeingontheballotwas
notaproblemforusinDCbecauseDCRepublicanswouldalmostsurelyvoteforthe
mostmoderatecandidateanyway.
April24thNewYork,Pennsylvania,Connecticut,RhodeIsland,andDelawareRickSantorumwillwinaverylargenumberofdelegatesonApril24thincludinghis
homestateofPennsylvania.SomeanalystsinthemediahavearguedthatRomney
willdowellintheNortheastbecauseheisthemoderateintheracehoweverthatisnotnecessarilyconsistentwithrecenthistoryincontestedprimariesinthesefive
states.April24thcouldbeagooddayforRickSantorum.
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May8thNorthCarolina,Indiana,andWestVirginia
WebelievethatMay8thisthedatethatputsRickSantorumonapathtothenominationwithapositivemonth.RickSantorumwillhavethemomentumcoming
outofthesecontests.Ourresearchshowsusthateventheuncommitteddelegates
inWestVirginiafavorSantorum.
May15th-NebraskaandOregonRickSantorumwilldowellonMay15thinNebraskaandholdhisowninOregon.
May22ndKentuckyandArkansasRickSantorumwilllikelywinamajorityofthedelegatesonMay22ndandgain
significantmomentumheadingintoTexas.
May29thTexas
RickSantorumwillwintheTexasPrimaryanddramaticallyclosethepublic
delegategapwithMittRomneyonMay29th.
June5thCalifornia,NewJersey,SouthDakota,Montana,andNewMexicoThecandidatewhowinsthemostdelegatesonJune5thwillleadthepublicdelegate
countgoingintothenationalconvention.RickSantorumwillalsoleadtheReal
Countbythispoint.
June26thUtah WewillgooutonalimbandpredictthatRomneywillwinUtah.
ConservativeMajorityofDelegates:Publicvs.ActualDelegateCounts
ThereisaConservativeMajorityofdelegatesemergingascountyandstate
conventionselecttheiractualNationalConventiondelegates.ThisConservativeMajoritywillsupportRickSantorumoveramoderate-establishmentRomney.
TherearethreereasonswhythecountsthatareputoutbytheRNCandmedia
organizationsarenotreflectiveoftherealnumbers:
UnboundandUncommittedDelegateselectedbygrassrootsactivistsaremorelikelytofavorSantorumthanthoseelectedbydirectprimaryelection.
ThisrepresentsamovementofdelegatesintoSantorumstally.
BounddelegateselectedbygrassrootsactivistswillfavorSantorumasrulesallow.
GingrichdelegatesaremorelikelytofavorSantorum.
RuleBreakingstatessuchasFloridaandArizona.
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UnboundDelegates
Ashasbeendescribedpreviously,unbounddelegatesaremuchmorelikelytofavorRickSantorumthanMittRomneybecausetheyarelargelyelectedbymore
conservativecaucusandconventionsystems.Therefore,thisraceismuch,much
closerthanwhatthecurrentmediaandRNCcountsportray.
BoundDelegates
Bounddelegatesarelargelyelectedatstateconventionsacrossthecountryand
thereforearemoreconservativethananaverageprimaryvoter.Iftheconvention
goesmultipleballots,itislikelythataconservativecandidatelikeRickSantorum
willgainvotesonthe2ndand3rdballotswhereasamoderatecandidatelikeMitt
Romneywilllosevotes.
GingrichDelegates
WeobviouslydonotknowhowNewtGingrichwillmoveforwardwithhiscampaign
butweareconfidentthatwhetherbeforetheconventionorontheconventionfloor
thatwhenthetimecomesNewtGingrichdelegatesarefarmorelikelytovoteforRickSantorumthantheyareforMittRomney.
MajorityNeededforRomney,NotforSantorum
MittRomneymusthaveamajorityonthefirstballotinordertowinthenomination
becausehewillperformworseonsubsequentballotsasgrassrootsconservative
delegatesdecidetobackthemoreconservativecandidate.Subsequently,Santorumonlyneedstoberelativelycloseontheinitialballotinordertowinonalaterballot
asRomneyssupporterodes.
RomneyDifficultyingetting50%ofRemainingDelegates
EvenRomneysowncountersadmitthatheneedstoearnalmost50%oftheremainingdelegatesinordertowinthenomination.Webelievethisnumberis
higherthan50%forthereasonsdescribedinthismemo.Regardless,thisisgoingto
beverydifficultinathreeorfourpersonrace,especiallyashelosesdelegatesat
stateconventionssuchasIowa.
FloridaandArizona
FloridaandArizonabrokeRNCrulesbothwhentheymovedforwardandalsowhen
theychosetoallocatedelegates.Theirdelegationswillbechallengedifseatedas
winner-take-all.
ConclusionTimeisonRickSantorum'sside.Hewillgaindelegatesasthisprocessplaysoutand
conservativesareelectedasNationalConventionDelegates.DespitetheRomneycampaignssmokescreen,theycannotchangethefactthathecantinspirethebase
oftheparty,hasadelegateproblem,andhasaverydifficulttimegettingtoa
majority.
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Thedelegateraceiscurrentlymuchcloserthansomewouldlikepeopletobelieve.It
willgetevencloserasactualnationalconventiondelegatesareelectedatcounty,district,andstateconventionsacrossthecountry.TheyrepresenttheConservative
MajorityoftheRepublicanParty,andthatisahugeproblemforamoderate
candidatelikeMittRomney.
Furthermore,RickSantorumwillgainthemomentuminlateMaybywinningKentucky,Arkansas,andTexasandheadintoCaliforniaandNewJerseywith
significantmomentum.
AtthatpointtherewillbeaConservativeMajorityofthedelegatestotheNational
ConventionandRickSantorumwillbecomethepresumedRepublicannomineefor
PresidentoftheUnitedStates.
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Please also read:
RomneysFuzzyMathforaFuzzyCampaign
http://www.newsmax.com/Ruddy/mitt-romney-santorum-
gingrich/2012/03/08/id/431848
RomneysCuriousClaimofMathematicalInevitability
http://www.weeklystandard.com/blogs/romneys-curious-claim-mathematical-
inevitability_633326.html
TwointheBush:IsRomneyCountingHisIowaDelegatesTooSoon?
http://www.thedailybeast.com/articles/2012/03/09/two-in-the-bush-is-romney-
counting-his-iowa-delegates-too-soon.html