Circle August 4th on your calendar: Michigan is now the number one marquee primary matchup I’m watching. Mallory McMorrow is out of the race as of a couple of weeks ago, and what’s left is a head-to-head contest between the Democratic establishment — or at least what’s left of it — and the insurgent progressive movement. Yes, friends, it’s Haley Stevens versus Abdul El-Sayed, and it’s set to be a knockout fight.
This really represents the first live test for the current Democratic Party. Can the progressive movement, with a more charismatic candidate and a high-energy, extraordinarily competent campaign, expand its coalition enough to win statewide? Or will it do what it’s done in the past — hit a ceiling when the opposition consolidates?
There’s only one new clean head-to-head test: a Tavern Research survey from July 6th through July 7th of 2,211 likely Democratic primary voters. It found Haley Stevens at 42%, El-Sayed at 41%, with 17 to 18% undecided. That’s a margin-of-error race, but it’s the first time in a very long time that we’ve seen Haley Stevens up over Abdul. The same poll tested the old three-person field and found El-Sayed at 41%, Stevens at 38%, and the flagging McMorrow at five. In other words, when McMorrow disappears, the voters are forced into a binary choice, and they’re making it more on the Stevens side than the El-Sayed side. But still: tight, tight, tight, tight, tight.
Because we live in reboot culture, this is essentially — coalitionally, at least — Bernie Sanders versus Hillary Clinton for a new generation. The Stevens coalition is exactly like Hill-dogs: older voters, Black voters, traditional self-identified Democrats, non-college voters, and on the Michigan side, Metro Detroit — particularly Oakland, Macomb, and Wayne counties. What’s powering Stevens is Black voters. She’s led El-Sayed consistently in almost every poll. Meanwhile, Abdul’s coalition is younger voters, very liberal and progressive voters, college-educated voters, voters outside Metro Detroit, Democratic Socialists, Arab Americans, and Muslim organizing networks. He also has significant labor support, including the UAW endorsement, despite most UAW members being non-college educated, which would normally fall outside his coalition. A very strange world we live in.
The one demographic that’s going to decide this race is women. They’re the biggest disputed demo in every poll we’ve seen. An April Glenn Gariff poll showed Stevens leading among women 29% to 17%. But in a June Mitchell poll, the exact opposite was demonstrated: El-Sayed led with women 51% to Stevens’s 35%. So as we look at the rest of the polls from now until Election Day, keep an eye on the ladies. They’re the majority of the likely Democratic primary electorate. If Stevens can consolidate older and Black women while also inheriting McMorrow’s suburban women, she can win. But if El-Sayed’s progressive and younger female support holds, his coalition may be large enough to break through.
Which brings me to the latest front of this war. I don’t know if it’s being done to court women, I don’t know if it’s being done specifically on purpose, but the results are undeniable: El-Sayed and Stevens are in an out-and-out shooting match to be more cringe. For Haley Stevens, this isn’t something she has to worry about. She’s naturally gifted in this regard. She’s awkward, she has a thick Great Lakes accent, and she speaks in this clipped, emphatic manner. On one hand, she is herself. She feels less like a polished Washington candidate and more like somebody who wandered out of a Detroiters sketch. Abdul El-Sayed has the opposite problem. He’s clearly a charismatic, compassionate candidate, a strong communicator, and an aggressive counterpuncher. But if you’re running against him, your job is to make El-Sayed scare the hos. I think his campaign has found a solution: make himself toe-cringingly embarrassing. My read — and this is analysis, not something the campaign has admitted — is that cringe is a form of inoculation against being defined as scary. If you’re embarrassing, you can’t be terrifying.
So who’s going to win? I’m an old-school guy. I tend to bet chalk unless I’m convinced otherwise. And while I very much believe El-Sayed has the better campaign, and I think he’s the better candidate if we’re just looking at raw talent, I’d still bet the Michigan coalition that usually wins. Haley Stevens is a suboptimal candidate, and I’ve counted her out at every step of this race. I thought McMorrow was going to win. That obviously didn’t happen. So don’t take my prediction for a whole lot. But Stevens doesn’t really have to do anything but be her cringy self to get over the line. Meanwhile, waiting on the other side, smiling like the butcher’s dog, is Mike Rogers. He nearly beat Elissa Slotkin in 2024, losing by only 18 to 20,000 votes, about 0.3%. This is supposed to be more of a blue-wave year, but Rogers is going to benefit from a fractured leftward coalition. After Stevens and El-Sayed spend weeks beating the hell out of each other, the question is whether the losing half comes home. If they don’t, Rogers benefits.
Chapters
00:00:00 - Intro
00:03:01 - Michigan Preview
00:14:58 - Update
00:22:04 - Trump’s Upcoming Address
00:25:40 - Reconciliation
00:29:36 - Inflation
00:32:37 - Interview with Bill Scher
01:20:01 - Wrap-up
