Sunday, October 14, 2007

Just the Numbers: Week 41

THE NUMBERS

Edwards is slipping. Huckabee looks topped out, but remains strongly bid for VP. McCain is flat.

The race has narrowed more on democratic side.

Because of his strong organization in Iowa, one wonders how the existence of the Edwards campaign will affect the results, if he keeps Obama, who appears to be the main rival stil, from building any momentum in that state.

The contracts continue to suggest four senate seats in play, two because of resignations: Colorado, Virginia, New Hampshire, and Nebraska. So far, the markets are deeply confused about a replacement for Senator Pete Domenici.

THE STRATEGIES

Nothing new. Bets against Thompson and, now, Gore, as his contract ticks up to 11%, look like reasonably profitable for the risk.

The race narrows. The joint probability of any combo in the "finals" of Clinton, Romney, Giuliani, or Obama rises to the highest yet (just over 70%), lowering payoffs (to below 30%).


Next PresidentPr (%)Chg Wk.bid-ask
CLINTON(H)45.51.74%
GIULIANI15.2-11%
GORE8.12.132%
ROMNEY8-0.12%
OBAMA6.7-14%
THOMPSON(F)6.1-2.615%
PAUL3.1019%
2007 Week 41: Gingrich finds no money and says he will not run; GOP debate economics in Michigan; Ads make Romney look ever more contradictory; Senate battles heat up as the Collins campaign in Maine gets called on nastiness; President vetos health bill for kids; Non-candidate Gore wins Nobel Peace Prize, sending Reaganites into a tailspin (and probably Bill Clinton, too).
GOP NomineePr (%)Chg Wk.bid-ask
GIULIANI39.74.41%
THOMPSON(F)22.4-20%
ROMNEY23.30.82%
PAUL5.80.216%
MCCAIN5.10.52%
HUCKABEE2.70.611%
RICE1.20.6n.m.
DEM NomineePr (%)Chg Wk.bid-ask
CLINTON67.50.51%
GORE11.83.42%
OBAMA10.9-5.21%
EDWARDS3.6-33%
RICHRDSN0.60n.m.
BIDEN0.3-0.1n.m.
DODD0.10n.m.
SenatePr (%)Chg Wk.bid-ask
DEM8725%
GOP7286%
Next ExecutivePr (%)Chg Wk.bid-ask
DEM63.33.91%
GOP35.7-32%
OTH1.50.4n.m.
DEM VP NomineePr (%)Chg Wk.bid-ask
OBAMA22-4.15%
FIELD153.818%
RICHARDSON14-1.210%
BAYH13.5-0.625%
CLARK7.21.132%
GORE6.4-1111%
STRICKLAND5.2-0.450%
src: intrade.com; bid-ask are not points, but spread as a percentage of the bid. Polls comparison, via RealClearPolitics.
IMPORTANT DISCLAIMER: this is just an informational note and not a solicitation or recommendation to buy or sell securities and there is no guarantee implied and people can lose all money on all investments. Numbers are believed to be correct, but do your own math and make your own conclusions or consult with an advisor before making any decisions.

President ParleyPr (%)Chg Wk.bid-ask
CLINTON-GIULIAN25-352%
CLINTON-ROMNEY15-130%
CLINTON-THOMP15017%
OBAMA-GIULIANI7043%
GORE-GIULIANI3.90.979%
OBAMA-THOMP30167%
CLINTON-McCAIN30167%
GORE-ROMNEY22100%


Caucus/CandidatePr (%)Chg Wk.bid-ask
Iowa Caucus
Democratic
CLINTON51-916%
OBAMA17.50.814%
EDWARDS10-530%
FIELD00n.m.
GORE104.9100%
Republican
ROMNEY62212%
GIULIANI10088%
THOMPSON(F)10.10.145%
FIELD6.20.256%
MCCAIN10n.m.
New Hampshire Primary
Democratic
CLINTON74-119%
OBAMA12266%
EDWARDS0.50.4n.m.
FIELD0.20n.m.
GORE2-7.71405%
Republican
ROMNEY50715%
GIULIANI35713%
THOMPSON(F)0.1-9.9n.m.
FIELD3.5-3.7149%
MCCAIN5.50.558%
South Carolina Primary
Democratic
CLINTON65515%
OBAMA20-549%
EDWARDS50194%
FIELD0.10.1n.m.
GORE0.1-5n.m.
Republican
ROMNEY9.30.358%
GIULIANI35.310.327%
THOMPSON(F)45-310%
FIELD10n.m.
MCCAIN3.3-1.7194%
Florida Primary
Democratic
CLINTON0-80n.m.
OBAMA10-0.150%
EDWARDS0.20.2n.m.
FIELD00n.m.
GORE6.11884%
Republican
ROMNEY10.9n.m.
GIULIANI6497%
THOMPSON(F)30-532%
FIELD10.9n.m.
MCCAIN10.2n.m.
Nevada Primary
Democratic
CLINTON7557%
OBAMA50200%
EDWARDS50200%
FIELD00n.m.
GORE50200%
Republican
ROMNEY15.33.3552%
GIULIANI35028%
THOMPSON(F)0-40n.m.
MCCAIN0.20n.m.

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