In these times, fundraising disparities are less dispositive
than they once were.
For example, social media is a great equalizer in terms of a voter
outreach and engagement mechanism. And
posting stellar content on a social media platform costs far less than a
television ad buy. Oh GRPs, remember the
good old days…?
With that in mind, I perused the most recent campaign
finance reports. Now, 80% of you will
understand that I am wearing my advocate cap atop my analyst chapeau. For the other 20%, I will try to type slowly
so you can keep up.
The Senate 9 news is encouraging. Katie Fry Hester had a stellar fundraising
period, where she outraised the incumbent by a staggering 26:1 margin ($71,075
compared to $2,685 for Bates). I know
some folks are skeptical about this as a pick-up opportunity. Frankly, I thought not so long ago that this district
wouldn’t be competitive until 2022 and possibly 2026. That said, we are seeing a confluence of
events (the right candidate at the right time) which has me believing that
Hester might be the one to send Bates packing. It would likely be by the
narrowest of margins (say, 51% - 49%) but there is a path. The demographics are challenging but Hester having
a $24,000 Cash-On-Hand advantage is helpful.
With strong messaging (compelling messaging drives turnout, this is Campaign
101 folks…) Hester can pull off the upset.
In the First County Council District, I keep hearing about a
massive enthusiasm deficit afflicting the Kathuria effort. Although he has – at present - an overall
fundraising advantage ($14,476 CoH compared to $2,074 for Liz Walsh), those
numbers are deceptive. First, Walsh
outraised Kathuria in the most recent reporting period ($4,038 to $3,420). Second, she gained considerable earned media attention with her victory in the Democratic primary.
Third, district demographics favor the Democratic nominee. Fourth, her positioning re: development is
more in line with many Democrats, and a sizable contingent of Unaffiliateds and
Republicans, compared to the incumbent. Her
narrative is far more likely to resonate with voters in the First. Walsh is well-poised to win the General
Election with at least 55% of the vote.
District 4. In a most
vivid example of “so-what” news, Lisa Kim outraised Deb Jung in the most recent
reporting period ($9,515 to $6,846).
Jung holds a slight advantage overall, with $6,632 CoH compared to
$4,453 for Kim. The Republican County
Council nominee’s campaign is a zombie on cracked wooden stilts. Go ahead, feel free to use that logo. No charge. Jung will win with at least 60% of
the vote.
District 9B. Who
raises zero dollars in a reporting period?
Bob Flanagan. Very odd. Meanwhile, Courtney Watson’s moderate
Democratic positioning aligns quite well with the 9B electorate. She and Flanagan are, essentially, neck-and-neck
regarding CoH numbers ($53,727 for Watson; $54,115 for Flanagan). The climate is much better for the Democratic
nominee in this district compared to how it was in 2014. Watson to win with 52%.
County Executive. I’ve
seen Kittleman’s ads, they haven’t blown me away but I am clearly not in his
target audience. He figures if he can
peel off 25% of the Democratic vote while capturing Independents by an 8 – 5 margin,
that will be sufficient to re-elect him (narrowly), even with slightly depressed
GOP turnout (assuming he pulls in @95% of that bloc). Ball’s campaign has been (to date) quiet in
the legacy media, but quite active with social media. They appear to be savings resources for the
Long Sprint that starts after Labor Day.
While Kittleman holds a sizable CoH advantage ($689K - $390K), it is
important to note momentum. Ball
outraised Kittleman by a significant margin in the last reporting period, $172K
- $98K. Moreover, given the national and
state political climate, you have to ask yourself…whose place would you rather
be in? Demographically, there is more
upside to Ball’s potential electorate…despite of any advantages one might
attach to Kittleman’s incumbency. Even
with what appears to be a popular GOP Governor on the ballot, it is tough to
see Kittleman garnering more than 52% of the vote, while Ball could break 55%
with favorable winds. As much as I enjoy discussing the air game, I have noted
that the Ball campaign’s ground game appears quite formidable. Kittleman is
still spending too much time talking about the past; his campaign is spending
money…but how effective is his messaging?
Putting on my prognostication bucket hat, this race remains
too-close-to-call.
On the gubernatorial front, well, I have seen statewide
margins of 18 points dissipate over the course of three weeks. Yes, weak poll numbers can impede
fundraising, which can interfere with messaging/GOTV efforts…and the vicious
circle spins on. That said, I think
Jealous enjoys solid grassroots support and has plenty of time to make up
ground. Hogan still has an R next to his
name, which drops a hard ceiling on his noggin. Yes, some Ds have defected…and
this will be remembered. That said, with
Trump redefining/defiling the Republican brand, no Maryland R running in a
swing constituency will emerge from this cycle unscathed. Some GOPers may win, but many will curse Trump’s
name from the ashes of their once promising political careers. Outlook: don't believe the naysayers...Jealous has a hard base of at least 45%. This will end up being a close one. At present: too early to make a call.
In solidarity.