My interpretation would be that Trump roused the impressionable rabble but, as is the norm, the rabble had second thoughts and saw sense when picking up the polling booth pencil
It would appear that both Cruz and Rubio outperformed the pollsters predictions which suggests that erstwhile, noisy Trumpers switched in similar numbers to both
Cruz would seem somewhat less repellant than Trump so let's break out the booze!
As some of the data is coming in now we get a better chance to see what's happened
In the first case the Republican turnout, 180,000, was their highest in history. Conventional wisdom always thought this favoured Trump, but 64% of them identified as 'evangelical christians' (I'm amazed they even canvass this, yet alone how) but this is signficantly up on previous Godist turnouts.
Indeed, one of the few things that the polls did get right was participation. Ironically Slim, it was questioning the accuracy of this that formed the basis of Steve Deace's rationale for supporting Cruz. He didn't believe these turnout figures would be achieved. We haven't got the Democrat figure in, but there is no reason to believe that when they're added to the 180,000 Republicans, they'll exceed the 300,000. It's always possible though with so many moving parts in an equation to still pick a winner for the reason you weren't relying on, done it before with horses, (but then I've also picked losers for the reasons I was relying on, but which ultimately proved not to be enough even if they were otherwise realised)
“So now we have FOX as well as CNN producing polls this week that show 300,000 Iowans are voting in the Iowa Caucuses, and therefore Trump with a double-digit lead. Allow me to put those projected turnout numbers in perspective:
–That’s about a 200% voter increase from the highest Iowa Caucus turnout ever back in 2008.
–The most voters we’ve had in a primary (which always has higher turnout) in Iowa this century is only 230,000. And our last U.S. Senate primary had only roughly 150,000 voters in 2014.
–There are actually 11,000 fewer registered Republicans in Iowa this January than in January 2015.
Given those facts, I simply do not believe the projected turnout models in these polls. ”
Indeed, Steve King, Iowan congressman and Cruz backer suggested his man needed turnout to be around 135,000 or lower to win.
My own suspicion was that Trump would see an erosion. I modelled 30% as a guess, which put him on 21% and pretty well tied with Cruz and Rubio a point or two behind (I got the bounce for Carson wrong, that never materialised). It's why I fancied a tricast on Cruz - Rubio - Trump, as a back up against the Rubio 25/1 (which you might point out would have lost!!!)
Trump's share of the vote fell (clearly) but quite possibly because of the number of Godists who participated in an attempt to see off the anti christ. Trump's total number of votes would have been enough to win all the previous caucuses. I'm not so sure this was down to "noisy Trumpers" swithcing, but quite probably they were simply overwhelmed by the demographics of Iowan evangelists out numerbing them on the day. His vote might not have been as soft as we thought it vulnerable to being, but it might have hit a ceiling beyond which it had little appeal
I have seen some figures today (though skimmed over them first time, not necessarily recognising their full significance) but they're out there in cyberspace somewhere, that breaksdown how the 64% evangelists voted and how the non-religious bloc voted (heaven knows how they get these figures? but let's assume they're genuine). If you extrapolate from them, you pretty well have your explanation
Two things happened
1: Record number of Republicans caucused (180,000) previous highest 120,000
2: Record percentage (and by extension record number) caucused identifying as evangelical christians 64%
High turnout damaged Trump - no one predicted that. The core argument for those trying to get Trump was disbelief of the turnouts forecast, which in all probability was actually higher than even the most optimistc projection
I think you might be able to argue that the person who has most to be concerned about is actually Cruz. He sunk a lot into this and had a tailor made constituency, yet only beats Trump by 4% and Rubio by a shade more. His brand of christianity won't play out quite so well in other states, albeit he might pick up momentum as they swing through the south. Trumps going to have to find a way of dealing with this against his own disbelief (albeit he's never admitted it), but he did pick up votes from evangelicals too. Cruz was significantly weaker amongst the non God voters than Trump was with the Godists, but in Iowa they're a minority.
It's a bit like a tennis player who holds his serve to love, but fails to break his opponent despite taking him to deuce. I still see Trump emerging as the winner on the right wing, but will that be enough? If you did a crude centre - right count, then it would be, but I'm not sure we're going to see the right wing drop down to a single candidate anytime soon (or quite possibly through the whole process). I also think its a bit dangerous to assume that all those showing a right wing preference will stay on the right wing once their man falters
I'm not sure I'd agree that Cruz is somewhat less repellant than Trump, but then its a moot point
Right recovered some of the data
The expected evangelical turnout was 47% (Selzer)
The previous highest was 56%
The actual turnout was 63% or 64% (depending on rounding)
Cruz 33% and Trump 21% amongst the God vote
The American media is seemingly exploring an angle to do with late deciders as their explanation, and there is plenty of merit in this at face value (it also gets the pollsters off the hook). At another level it makes sense. People are probably quite capable of making their mind up about Trump early. He's not exactly subtle. Trump confortably wins amongst those who decided a month ago or longer, but as you get towards the waiverers he struggles. This could be donw to his lack of a ground game, but you'd think it owes more to the fact that he polarises and people can pretty well adopt a pro or con position much earlier