2010 Slovak Parliamentary Elections: Post-Election Report

Note: Thanks to The Monkey Cage for allowing me to reprint the posting below.  I’ve added several graphs that might help to clarify the narrative.

One month after its June 12 elections, Slovakia has a new government. On Friday of last week Iveta Radicova of the Slovak Democratic and Christian Union became the prime minister of a coalition government consisting of four parties with pro-market orientations and relatively moderate views on intra-ethnic cooperation between Slovaks and Hungarians, replacing a coalition of three economically statist parties oriented around the Slovak nation. The new government, and the elections that brought it about, mark two significant “firsts” and a number of other changes that will be important for the region.

Two Firsts

Slovakia's incoming premier, Iveta Radicova

The first “first” for Slovakia is a female prime minister, a particularly noteworthy development because Slovakia has never had a particularly strong representation of women in positions of power. Slovakia differs little from its neighbors in this regard: the Visegrad Four—a regional grouping consisting of Slovakia, the Czech Republic, Poland and Hungary—has had only one other female prime minister in the last 20 years (Poland’s Hanna Suchocka in the early 1990’s) and although several of the other countries in the region have had female presidents (Latvia) or Prime Ministers (Lithuania and Bulgaria) women still remain the exception in postcommunist European politics. Indeed the incoming government of the Czech Republic may have no women at all, and despite Radicova’s control of the premiership, her own government will have only one other woman, and Slovakia’s new parliament actually has fewer female deputies than it did four years ago.

Slovakia's outgoing premier, Robert Fico

The other “first” is more subtle and involves the comparatively brief tenure of the outgoing Prime Minister, Robert Fico. In Slovakia’s first eight years of postcommunism the premiership was dominated by Vladimir Meciar, twice removed by parliament but twice returned by voters; in the next eight years, the seat was occupied without a break by Mikulas Dzurinda. By this standard, Fico is the first elected prime minister in Slovakia whom voters did not immediately reward with a second chance at government. There are several reasons why this might be so. One reason, largely outside the political realm,involves the economic difficulties faced by Slovakia’s export-dependent economy in 2009, an effect exacerbated by the tendencies of voters in postcommunist countries to punish incumbents for whatever might go wrong, a phenomenon that Andrew Roberts of Northwestern describes in terms of hyperaccountability . A more “political” explanation attributes the fall of Fico’s government to voter distaste for a long series of scandals involving government ministers. Both explanations have some purchase, but they need to be understood in the context of intra-party dynamics which I discuss in the next section. Those readers who would prefer dental surgery to a tedious discussion of Slovakia’s intra-party dynamics may skip down to the section “Why should we care” below.

A Tedious Discussion of Slovakia’s Intra-Party Dynamics

How we understand Slovakia’s political shift over the last four years depends heavily on what we are looking for. Analysis tends to settle at one of three levels, all of which have some claim to the truth, provided that we understand the context.

Level one: Right coalition wins, left coalition loses

The most superficial (but not unimportant) level of analysis looks at coalitions and oppositions and involves a one-dimensional space. In this space, the 2010 elections represent the handover of power from “left” to “right” and involve a swing of 7 seats in Slovakia’s 150 seat parliament from Fico’s coalition to Radicova’s. (Fico’s coalition dropped from 85 seats in 2006 to 71 in 2010) . For the purposes of governing, this makes all the difference. But it helps to go deeper.

Dimension 1: Changes in relative coalition size. Red represents the Fico-led coalition; Blue represents the Dzurinda/Radicova-led coalition

Level two: Left and right parties gain, Slovak national parties lose

The second level of analysis looks at parties and involves a two dimensional space. In addition to the left-right axis of competition that has dominated Slovakia’s governments in the last 10 years, there is a clear competitive axis related to national questions, and two additional blocs of parties that I have labeled “Slovak national” and “Hungarian national.” According to this framework, Fico’s government represented a coalition between “anti-market left” and “Slovak national” whereas the Radicova government (like the Dzurinda government that preceded Fico before 2006) is a coalition between “pro-market right” and “Hungarian national.”

Analysis of election results according to these blocs produces a rather different set of judgments. Although the total vote share of “right” parties of the incoming government increased by five percentage points from 2006 to 2010, the vote share of the “left” party in the outgoing government—Fico’s “Direction”—increased by even more. Corresponding to the gains by both left and right were major losses in the “Slovak national” bloc: the Slovak National Party under Jan Slota fell catastrophically from 12% to 5%, squeaking over the barrier for parliamentary representation by just two thousand votes out of two-and-a-half million cast, and Vladimir Meciar, once the sun and the moon of Slovakia’s politics, continued a remarkably long gradual slide into obscurity, falling below the barrier and out of parliament altogether. Like Jaroslav Kaczynski in Poland in 2007, Fico can therefore justifiably claim not he, but his partners lost the election (though Meciar has publicly suggested that having undermined his partners to maximize his own party’s gain, Fico deserves his fate). This begs the question, however, of exactly where the “Slovak national” voters went and why.

Dimension 2: Changes in relative bloc size. 2010 figure indicates lost seats in light grey and gained seats in deeper colors.

Level three: Slovak national voters move left, anti-corruption voters move right (for now)

A third level of analysis is necessary to solve the “mystery of the shifting Slovak national party voter.” The third level looks at voters motivations and involves a space with (at least) three dimensions. It also involves speculation on the basis of very little data. What is apparent from two opinion polls conducted before the election is that the exodus of voters from Slovak national parties was not distributed evenly to left and right. In fact, nearly all of it went to the left, mainly to Fico’s “Direction.” For the math to work out, however, this must mean that some of Fico’s voters went elsewhere as well, and the poll evidence suggests that at least some of them went to the new right party Freedom and Solidarity.

These shifts are hard to explain with only two dimensions, particularly the shift from Fico’s statist left party to the and to the most vehemently pro-market right party in the system. At the risk of sounding a bit too much like Rod Serling it is here that our analysis needs a new dimension, one that arrays voters according to their willingness to tolerate corruption and seek ability of established leaders to resolve problems. (I’ve argued elsewhere with Tim Haughton that this dimension is hard to identify because its players change sides: the anti-corruption party of one election may become the corrupt but experienced party of the next election.) By adding this dimension we can make sense of a voter’s jump from “Direction,” which in 2002 and 2006 attracted a significant share of the anti-corruption electorate, to the new and yet-to-be-corrupted Freedom and Solidarity (but which otherwise shares almost no programmatic positions with Fico’s “Direction.”) Corruption sensitivity may also explain much of the shift from the two Slovak national parties to the by-no-means-clean but still less corrupt “Direction,” a shift which is less surprising because Fico had already gone quite far in adopting Slovak national themes. (It also probably explains some of the shift within the Hungarian electorate from the more established of two Hungarian parties to its newcomer alternative.)

Slovakia’s political shift in 2010 thus reflects not a fundamental shift from left and right but only a left-to-right shift in the votes of those most highly sensitive to corruption, a shift that is likely to endure only until the emergence of a new anti-corruption party (perhaps left, perhaps right, perhaps Slovak national) in a future election cycle. Nor does it reflect a fundamental decline in the strength of the Slovak national position but rather a shift of Slovak national voters from the smaller parties with stronger emphasis on national questions to Fico’s larger and more diffuse but sufficiently national alternative. Whether that shift will endure depends on the emergence of a new national alternative, either through the formation of a new party or the reformation of the Slovak National Party.

Dimension 3: Shift of most "corruption intolerant" from SNS and HZDS to Smer (brown arrow) and Smer to SaS (orange arrow). Shifts also occurred within the "right" (from SDKU to SaS) and within the Hungarian national (from MKP-SMK to Most-Hid) but for simplicity's sake those are not shown here.

Why We Should Care

Those who look occasionally at Slovakia can be excused for experiencing a bit of déjà vu. The names of the some parties have changed slightly from the 2002 Dzurinda government, but the names are about the only change. Substitute one Hungarian party for another (“Bridge” for the Party of the Hungarian Coalition), and one new pro-market anti-corruption for another (“Freedom and Solidarity” for the now defunct Alliance of the New Citizen) and the array is pretty much the same. Not only that, but ten of the fifteen cabinet posts are in the hands of the same party that controlled it in 2002 (or its analog) and seven of the fifteen ministers served in the 2002-2006 cabinet (sometimes heading the same ministry). Although the government is the nearly the same, however, the times are different and it will face new challenges.

Economics: Renewed but limited pro-market reform

The 2002-2006 Dzurinda government used its small majority to pass major economic reforms in taxation, health care, education, the labor market and other aspects of the foreign investment climate. The restoration of essentially the same coalition could potentially signal the continuation of major reforms, but by the same token, the magnitude of the shifts between 2002 and 2006 (and the relatively minor rollbacks introduced by the Fico government between 2006 and 2010) may limit the scope for further changes which would push the government’s policy significantly out ahead of the voters’ preferences (especially since I would argue that many of those who supported “Freedom and Solidarity” did so for its novelty and cleanliness rather than its radically pro-market approach.)

Minority and foreign policy: Back to the West, but not without reservation

Although economic questions are the ones that most clearly unite Slovakia’s new coalition, the parties also share a common pro-Western outlook and (relatively) accommodating views on ethnic co-existence and national identity. And since such questions are arguably more sensitive to tone and manner than economic policy, it may be in this realm that the new coalition has its greatest impact on Slovakia and the region. But even this will not be easy. There is still a wide gap between the Hungarian party, “Bridge,” and the its Slovak partners in government on what constitutes appropriate support for minority culture, and the Slovak parties in the coalition cannot risk appearing weak when dealing with the assertively national government in neighboring Hungary. Nor will relations with the rest of the EU be easy, especially since the parties of the current coalition, in an reversal that had more to do with domestic electoral politics than programmatic position, campaigned on a platform of rejecting the EU bailout of Greece and must now figure out how to back down gracefully without appearing to have caved in.

Coalition longevity: Sensitive issues, numerous factions but few alternatives

In addition to “Freedom and Solidarity’s” outlying position on economic issues, and “Bridge’s” outlying position on minority policy, the coalition will also need to deal with the outlying cultural policy preferences of the Christian Democrats (who have already introduced questions about an agreement with the Vatican and who differ sharply from “Freedom and Solidarity” on questions such as gay marriage and drug legalization.) And all of the major coalition partners will need to deal with two smaller groups that entered parliament on the basis of preference voting on the electoral lists of the two new parties: a civic movement called “Ordinary People” which gained election on the list of “Freedom and Direction” (preference votes elevating its representative from the last four places on the list to near the top), and the Civic Conservative Party which gained election on the list of Bridge.
These complications together raise questions about the longevity of what is in effect a six-entity coalition that cannot afford to lose even four of its seventy-nine deputies without also losing its majority. Slovaks are themselves quite divided over the coalition’s prospects, though the opinions tend to reflect partisan hopes rather than measured assessments. The survival of the 2002-2006 Dzurinda government for nearly four years bodes well, but that coalition could rely on Meciar’s relatively weak party to offer tacit support. The Radicova’s coalition, by contrast, has fewer potential reservoirs in the opposition and correspondingly less ability to deal with defections. That said, the coalition’s members also have correspondingly fewer options and may stay in a coalition because it is the only alternative. (Since no female prime minister in postcommunist Europe has ever served out a full parliamentary term, Radicova has the chance to achieve yet another first, though Jadranka Kosor in Croatia has the chance to outlast her in terms of pure longevity)

Opposition prospects: Fico’s burden

Given the large number of potential stumbling blocks for the governing coalition, the next several years in opposition may bring “Direction” strong poll support. The prospects for the Fico’s return to government, however, depend on his ability to open up new coalition possibilities while maintaining the integrity of his party. Whether Fico undermined his coalition partners or not, it is fair to say that he did not do a good job of preparing for the weakness of those parties. Fico’s use of good vs. evil rhetoric to characterize the opposition may have helped at the polls, but it significantly weakened his leverage in prying apart the opposition parties and finding a coalition partner or two among their ranks. Unable to count on the return of Meciar or the resurgence of the Slovak National Party, Fico will need to figure out how to fight a good fight in opposition while at the same time preparing for a potential alliance with some of the coalition partners. And he will have to do so while satisfying the diverse constituencies within his own party—which range from nationalist to cultural liberal, from statist to entrepreneurial—and do so without the perks of government. He managed this well between 2002 and 2006, but it may be harder to do so with a parliamentary delegation that is both larger and more reliant on the resources of the executive.

The big picture: Right and new

Slovakia, like Poland, Hungary and the Czech Republic, has elected a “right” wing government (fulfilling Joshua Tucker’s June 9 prediction in the Monkey Cage ), but the meaning of “right” varies considerably from nationalism and cultural conservatism in Hungary (combined with some remarkably statist efforts in economic policy) to its pro-market meaning in the Czech Republic (along with some cultural conservatism) to the pro-market and culturally (relatively) liberal combination that has emerged in Poland (where both the major alternatives claim the “right” label) and in Slovakia. In the long run, Slovakia is likely to see the alteration of the two main streams—statist and national against pro-market and ethnically accommodating—but the nature of the balance will be continually subject to readjustment brought about by the birth of new parties and the death of others. The “new” rather than the “right” may be the real story of recent elections throughout the region, and come the next election cycle, the “new” is more likely to be left or national.

Post-Game Show 2010: Interview with the Spectator

I have been traveling and working on other projects and so have not had time to post a coherent post-election review, and I may not have time to do that until tomorrow, so in the meantime I will attach here a record of interview I did with the ever-capable Michaela Stankova of the Slovak Spectator.  Sitting here in Detroit writing about Slovakia, I think that I am more properly called a spectator than she,  but here are my answers to her excellent questions:

What were the most surprising moments for you in the election results? Was there anything completely unexpected?

I did not expect how inaccurate the final week of polling numbers, and I was especially surprised by the difference between the exit polls and the final results: 6-7% difference between polls and reality for Smer is quite shocking.  Even exit polls are usually are not particularly good at predicting final results, but for both FOCUS and MVK to be so far off and in the same direction suggests a need to rethink polling and especially exit-polling methods, something that has occurred in a variety of countries including my own.  Fortunately, this particular surprising had little consequence except for those prone to extremes of euphoria or melancholy and by 02:00 we could more or less predict the actual composition of the next coalition.  As for the results themselves, I the only real surprise was in the relative percentages obtained by Most-Hid and MKP-SMK, but since I figured that I had no way of knowing how those would come out, there is no result that would not have surprised me in one way or another.

Beyond the election results themselves, the final days of the campaign produced some remarkable moments:  HZDS giving out flour as an election enticement; Fico so concerned about a minor competitor as to brandish a “Don’t vote SDL” sticker; the moment of 00:42 on election night when the updated election returns put HZDS below 5.0 for the first time ever in its history; and my sudden realization around 02:00 that Slovakia would have its first female prime minister, news which my 6-year old daughter greeted with great enthusiasm.

The election turnout was expected to be very low, about 50 percent, yet the actual number hits 59 percent. What’s the reason for this unexpected interest of voters in the elections, in your opinion?

Well the problem is in the expectations rather than the interest.  In my research for our last interview, I found that voting intentions were not running behind 2006 and that in other elections there had been a slight uptick in turnout from the mid-2000s to the late-2000s and so there was few grounds for expecting a sharp decline.  I think that a small share of turnout increase may be related to the emergence of several new parties which perhaps offered some motivation for turning out:  SaS, Most-Hid and SDL between them attracted more than 20% of the vote; it is not to big a stretch to think that without plausible new parties (a condition that prevailed in 2006) some of these voters might have stayed home.

The election results of HZDS has encouraged political analysts and opposition politicians to talk about the ‘end of the Meciar era’. What does the fact that they were left outside the parliament mean for the party’s future?

The day after the 2006 election I plotted out trendlines for the various parties’ parliamentary delegations and found that the trendline for HZDS pointed precisely at 0 in 2010.  I turned this into provocative graph for my blog, but Inever ever expected it to be accurate.  Until about two months ago I figured the party would have enough reserve strength to scrape over the barrier.

Now that HZDS is out of parliament, it will be even harder to reverse that trend (though I don’t expect it to achieve -15 seats predicted by the trendline for 2014).  Three forces work strongly against HZDS in the coming four years: history, demographics, organization.

  • History is not a causal factor but something to take a close look at to determine causes.  With parties almost never return to parliament after dropping below the 5% threshold.  Once out of parliament, parties tend to be forgotten and sink even further or disappear altogether as the examples of ZRS, SOP, ANO, and KSS indicate.  In Slovakia the only major exception I can think of is SNS, which re-formed after its split in 2000 and manged to recover its initial electorate.  In the neighboring Czech Republic the Party of Greens also managed to re-enter parliament after a long hiatus but only as a completely reorganized organization with a new leadership.  HZDS lacks similar quick fixes to problems with its electorate and demographics.
  • Demographics plays a major role in the sense that HZDS already had the oldest electorate in Slovakia’s politics and it was aging at about 1 year per year.  Even if all of its voters stayed loyal–something that obviously did not happen between 2006 and the present–it would still have fewer voters than it does now (and despite the picture of Meciar with a laptop, a party that distributes flour on election-day does not show strong signs of being able to reach out to younger voters).  HZDS also has the oldest leader of any of Slovakia’s major parties.  Meciar will be 72 in 2014 and he is already not the active campaigner and public presence that he once was.
  • HZDS organization will also work against the party’s recovery.  A party with 4.4% might be able to recover to 5%–and both the Party of the Hungarian Coalition in Slovakia and the Christian Democrats in the Czech Republic will be trying to demonstrate their resilience–but not with the same leadership–something that the leadership of MKP-SMK and KDU-CSL recognized in their immediate resignations.   The problem for HZDS is that Meciar has systematically created a party that cannot live without him.  Since every HZDS leadership challenge has ended up with the departure or expulsion of the challenger there is really nobody left in the party.   HZDS and Meciar are inseparable and for that very reason both appear to be without a political future.  As an afterthought, I suppose it is theoretically possible to envision HZDS surviving in some weak form as part of an electoral coalition whose members might share 7%, but right now it is not clear what party would willing to join with it in that effort, and if, as I suspect, HZDS’s poll numbers begin to fall consistently below 3% it would not become a particularly appealing partner.

What is behind the very high result of Smer? Why, on the other hand, did the support for SNS drop?

Let me discuss these in reverse order.  For SNS the results were actually highly consistent with the polls (with the occasional exception of FOCUS and the constant exception of the consistently-errant surveys by Median) which showed a long-term drop toward 5%, motivated I suspect (though I can’t at the moment prove) by the party’s ever-lengthening list of scandal and outrageous remarks.  The question on many minds, I’m sure, is “Why didn’t the affairs surrounding the new Hungarian government” cause its preferences to increase.  I cannot be sure without looking into post-election polling numbers, but the answer may be that these simply did not resonate with voters in the way that they resonated in the media.  Corruption appears to be more tangible and distasteful than statements from Budapest which do not have any clear personal impact for most voters.  The other question is “where did the SNS voters go?”  Here the evidence suggests that as many as 1% of them went to Nase Slovensko, with its even more radical solutions, and that nearly all of the rest either left the electorate or went to Smer.  Voter choice is always relative, and for a voter with a national orientation who nevertheless dislikes Slota or the corruption of his party, Smer is the next best national alternative and less touched by scandal.  This, however, raises the further question of “where did the Smer voters go?”

From one perspective, Smer’s results are “high” only by the standards of the final week of polls, which we now know to be (for reasons unknown) in sharp error.  Leaving aside the final week drop (and the polls of the final week proved in both 2006 and 2010 to make worse predictions than those from a month before) Smer lost more than 10 percentage points from its peaks during 2008.  A variety of experts including Martin Slosiarik at Smer argued at the time that many of these were “soft” supporters who chose Smer as the default option which was in government during a period of economic growth.  The work of Andrew Roberts and others shows that incumbent parties in Central Europe do tend to lose support during periods of economic decline, and many of those softer supporters appear have been affected by increasing unemployment and scandals involving those close to Smer.  Where did they go?  Some simply did not vote, others voted for SDL or KSS (though together not many more than voted for KSS in 2006) and a significant number of the remainder appear (at least in pre-election surveys) to have opted for SaS.  From a purely left-right ideological standpoint this shift seems unlikely, but if voter choice is relative and often non-ideological, then those who simply seek economic opportunity (without having a firm idea of how it should be brought about) and/or seek a cleaner alternative (the role that Smer itself played in 2002 and 2006) then SaS may be a reasonable choice.  (More on this using pre-election data here: http://www.pozorblog.com/2010/06/who-from-whom-slovakia-electoral-shift-roundup/).

Having said all that, I need to point out that Smer not only got the most votes in the election by more than a 2:1 margin but also that it increased its vote share by a sold 5 percentage points over the previous election (and its number of votes by an even greater margin) despite the fact that new parties in government usually lose significant support or collapse completely.  From an electoral perspective, Smer clearly did many things right: it stayed away from the worst of the corruption scandals (perhaps by putting the “ministries of corruption” in the hands of its coalition partners), it took a relatively popular national position without taking it to extremes (though it started to move in that direction in the last year), and it continued to criticize the wealthy and promote redistributive policies (even if many of those were more symbolic than economic).  My question is what happens to Smer now.  It has always been a party that seeks opponents and it will find this easier to do from opposition, but it will face at least three big challenges:

  • First, it managed its increased result with a significant inflow of voters from SNS and HZDS and with rhetoric designed to attract those voters.  It would not surprise me if the Smer electorate has not now moved significantly told the older and rural side of Slovakia’s demographic spectrum, ending up where HZDS did in about 1994 or 1996.  This will shape the party’s appeals, as will the weakness of SNS, and it would not surprise me to see Smer move even more fully into the ideological space formerly occupied by HZDS in the late 1990’s of “the (not-as-radical-as-Slota) defender of Slovakia’s national sovereignty.”
  • Second, Smer will be going from government to opposition with a very large parliamentary deputation.  It has been in opposition before and stayed very disciplined, but not with such a large group.  It has had a large delegation before but not without the carrots (and sticks) of parliamentary and government offices.  It will be interesting to see whether Smer can avoid splintering if some deputies, perhaps with savvy media advice and outside financial support, see an opportunity for doing better on their own, particularly if the Smer itself inclines more toward the national appeals.
  • Third, Smer’s own leader may be torn about what to do in 2014.  Since 2008 I have heard persistent rumors that Fico would rather be president than prime minister.  Because I work from the presumption that leaders would rather have more power than less, I have always discounted these rumors as either wishful thinking (by Fico’s opponents) or misdirection (by Fico’s supporters) but they have come up so often from so many sides that I sometimes have to wonder.  If it is true that Fico would rather be president than prime minister, he will have his best chance to do so in 2014.  Indeed it is hard to imagine a candidate who could come close to beating him in a one-on-one race, and he will have the advantage of running from opposition without the burden of responsibility for government policies.  My suspicion still is that with those advantages any politician I know would still rather be prime minister than president, but if Fico does opt for the presidency (or even lets his mind wander in that direction), then Smer will need to deal with the tensions among a rather large and diverse group of second-tier politicians–Kalinak, Madaric, Caplovic, Paska, Pociatek, Benova and a few others–who may be looking to step into Fico’s shoes and who may not like it much when one of the others takes the spot.

How do you evaluate the results of the two parties representing the Hungarian minority? Were the results surprising for you?

This one has always been opaque to me, in part because I cannot not read the Hungarian press and because what I read in the Slovak press does not even allow me to pretend to know what is going on in the Hungarian community, and there were no precedents that would have allowed me to build a rough model based on past election data.  In principle I found it highly unlikely that the Hungarian parties would maintain the 55:45 split they needed to both stay viable, but the polls pointed consistently at their near equality.  If we discount OKS, whose preference votes accounted for almost 10% of all Most-Hid’s preference votes, the actual ratio of Most-Hid to MKP-SMK among Hungarians was probably about 7.2 to 4.4, so the final ratio was just a bit above 60:40.  It may be that Bugar’s geniality and moderation were more of an electoral motivator than Csaky’s better organizaiton, but for a better understanding of why 20% more Hungarians favored Bugar’s new party than Csaky’s more established one, I look forward to a thorough and demographically-grounded analysis from Hungarian-speaking experts.

Slovakia Election Update: Gap widens to 79:71

With all but 2 precincts reporting, the gap has widened slightly to give an additional seat to SDKU at the expense of Smer, so a potential SDKU-led coalition would have an 8 seat (i.e. 4 defection) margin.  Other governments have worked with less.

I’m off to bed unless the final precincts come in in the next five minutes.  Tomorrow look for a quick roundup that will include a look at party system size and volatility and a look at the relative success or failure of particular pollsters and other methods (hint: say yes to Polis, MVK, bookies and my own “two months out” model; say no to Median and AVVM.)

Slovakia Election Update: 78:72 opposition victory

It may be possible finally to call the final parliamentary distribution.  Smer has been dropping but at a relatively slow level and with the most recent result it has dropped to 35.4 which by my calculation means 63 seats in parliament.  Add this to SNS’s 9 (about the fewest it is possible to get) and you have 72.   The opposition’s 78 will be divided, as far as I can tell, 27 for SDKU, 22 for SaS, 15 for KDH and 14 for Most-Hid. Amazingly, this is the exact same coalition-opposition ratio as the 2002-2006 Dzurinda government, with the potential for basically the same parties (envision Sulik’s SaS as a 2010 version of Rusko’s ANO) to form a government.  But this one would have a prime minister who is more of a consensus builder (though probably also less likely to crack the whip) and will also lack the more nationally-oriented wing of Slovakia’s Hungarian party spectrum.

And for the first time Slovakia will have a female prime minister.  After years of male-dominance unusual even for central Europe, this would be a welcome change.

Slovakia Election Update: First post-election polls suggest big win for the opposition.


The polls are closed and we have poll numbers, delayed a bit by  storm-related power outages.  There will be a shorter lag than usual between the exit polls and the election results and the isolated nature of the delay may mess up the percentages in the previous post (or not.)

FOCUS did a telephone survey today and MVK appears to have done a traditional in-person exit poll.  The results are below.

If these are correct, then the results are a clear victory for the current opposition, and would, indeed, allow a 4 party rather than a 5 party  government from the current opposition (though 5 parties would give a much bigger margin of error along with a much bigger set of headaches).

Even if these numbers follow the norm of 2 point average error and the beneficiary is in each case the current coalition, the current coalition would not come near a majority, unless  one of the Hungarian parties falls below the threshold (and even then it would be a narrow thing)

Of course these are still polls, however recent they may be.   The next step is estimation from the preliminary results.  We only have 4% of precincts in at present, and they do give Smer a commanding lead, but this is actually pretty much what we would expect from the way that election results come in in Slovakia and when I extrapolate the lines, they actually correspond fairly closely with the exit polls.  Twenty minutes more and we should know.

FOCUS Seats MVK Seats
Smer 29.7 51 28 49
SDKU 18.1 31 15.8 28
SaS 11.6 20 12.4 22
KDH 9.1 16 9.9 17
SNS 6.3 10 5.7 10
HZDS 4.3 0 4.7 0
MKP-SMK 6.3 11 5.7 11
Most-Hid 6.7 11 8.2 14
SDL 2.9 0 3.0 0
AZEN
NS

Slovakia Election Update: How to read the early results

In a few hours (22:00 CET, 4pm  ET) the papers and TV stations will fall all over themselves to present early results based on exit polls (unless they ignored the lesson that STV learned the hard way in 2006: even the most elaborate large-sample pre-election survey is not the same as an exit poll).  About an hour later, results will begin to trickle in and then turn into a torrent.  Both of these allow just enough data to make a prediction about the final result.  Those with any common sense will go to a movie or find something else to do until about 0:30 CET/6:30 PM ET when there may be enough data to make a final call (though in an election as close as this one, that may not be enough time), but there is probably not anybody that sensible still reading this blog.  So if you want to make a guess about the final from the exit polls or from the early results, here is what to do:

How to guess  from the exit polls:

Don’t, especially for close races (like whether Most-Hid and HZDS are above the threshold).  Exit polls are better than other kinds of polls but they are far from perfect.  Below you can find two charts with exit poll results and actual results, one for Slovakia in 2006 and one for the Czech Republic just two weeks ago in May 2010.  They are remarkably similar in their overall results:  the average difference between exit polls and actual results for the eight top parties in each is about 0.7 or 0.8 and as high as 2.0 even for medium-sized parties.  This translates into differences up or down of as much as 20%, especially (but not exclusively) for the smaller parties.  If we could assume that the 2010 difference would resemble that of 2010, then I think we could make a better prediction from exit polls, but except for SNS (whose voters might not be able to quite admit their choice to a bunch of young exit pollsters), I am not sure how this year’s exit polls will differ from results.  Of course if HZDS scores 7.2% or SMK-MKP scores 3% we can be fairly sure of those parties final position vis a vis the exit polls, but I don’t expect this.

Country Party Exit Poll Results Exit Poll Raw Error Exit Poll Percentage Error
Slovakia 2006 Smer 27.2 29.1 -1.9 -7%
SDKU 19 18.4 +0.6 +4%
SNS 9.6 11.7 -2.1 -18%
HZDS 8.6 8.8 -0.2 -2%
SMK 11.8 11.7 +0.1 +1%
KDH 8.6 8.3 +0.3 +3%
KSS 4.7 3.9 +0.8 +21%
SF 3.8 3.5 +0.3 +10%
Average (absolute value) 0.8 8%
Country Party Exit Poll Results Exit Poll Raw Error Exit Poll Percentage Error
Czech Republic 2010 Average (absolute value) 0.8 8%
CSSD 19.5 22.08 -2.6 -12%
ODS 20 20.22 -0.2 -1%
TOP09 17.5 16.7 +0.8 +5%
KSCM 10.5 11.27 -0.8 -7%
VV 11 10.88 +0.1 +1%
KDU 4.5 4.39 +0.1 +3%
SZ 3 2.44 +0.6 +23%
Suverenita 3 3.67 -0.7 -18%
Average (absolute value) 0.7 9%

So take a sip of  the exit polls, roll them around your mouth, and spit them back and wait for the full glass.

How to guess from early results

I was surprised not to see this done in 2006 (or in the Czech Republic two weeks ago), but maybe I missed it.  It should be possible to use the patterns of voting returns from 2006 to help make predictions from early results.  In my 2006 live-blogging of the election I actually took snapshots of the results as they came back over time, and I hope to use these tonight to make a better guess.  Because the speed of election returns has to do with the size and rurality of precincts, some parties early returns were higher or lower than the final by a significant amount, as the graph from 2006 shows:

Parties with more rural electorates–KDH in light blue, HZDS in brown–tended to decline as the larger urban precincts began to report later in the process (Smer declined as well, though its urban-rural share was about average).  More urban parties–SDKU and SF in particular–tended to increase.  SNS and MKP-SMK, with concentrations in middle-sized towns did not change much (though this year things will be different at least for MKP-SMK which has lost much of its urban electorate to Most-Hid and should more closely resemble KDH and HZDS, with a declining trendline).

Because parties characteristics with regard to such factors changes quite slowly, this should actually provide a fairly stable source of data that would allow us to use the 2006 data to adjust the 2010 early returns (though I will also be testing the trends from 2010 against those of 2006 as they happen to see if they truly are consistent.)  In any case, if 2006 serves as a good guide, here is a matrix to calculate the “actual result.”  Search for party and the number of precincts returned at any given time and multiply the result of your party by the percentage listed.

Party Adjustment factor: Multiply party score by percentage below to get better predictions of actual results
Number of precincts reporting
1000 2000 3000 4000 5000 5800 5900
Smer 92% 95% 96% 97% 98% 100% 100%
SDKU 123% 109% 105% 105% 104% 101% 100%
SNS 100% 100% 100% 101% 101% 100% 100%
MKP 109% 109% 108% 100% 96% 99% 100%
HZDS 92% 99% 101% 101% 102% 101% 100%
KDH 94% 96% 96% 98% 101% 100% 100%
KSS 89% 94% 97% 98% 99% 100% 100%
SF 118% 105% 102% 103% 102% 100% 100%

I will try to do this on the blog, but feel free to try it at home.  It would not surprise me if the Slovak press has something like this in store  (though I have occasionally criticized them for their use of polls, Slovakia’s journalists have been fairly good at adopting new methods if they will give them a leg up on the competition.

I make no promises for this model any more than for the exit poll adjustment, but  those who have not done the sensible thing and simply ignored the whole thing until final results are in will probably appreciate the entertainment value.

Slovakia Dashboard News: At The Last Minute (or Catch a Falling Smer)

This is, I think, the last “dashboard” post for quite some time.  The next time you see me post on this kind of thing, it will be an “election” post, but for the moment we have the kind of unusual situation we usually only see just before elections: three major polls appearing on the same day.  Let me follow my usual pattern and deal with these party-by-party with a few words about coalition v. opposition.

Smer took a huge hit this month, with its lowest results in years: since May 2005 in FOCUS, since June 2006 in Polis, and October 2006 in MVK, an average drop of 4.5 (slightly more in FOCUS and Polis, somewhat less in MVK).  Why the drop should be so large is a bit of a mystery to me.  some journalists attribute it to party financing scandals, but I have a hard time believing that that news was particularly surprising or likely to pry voters away from the party.  I’m more inclined to think that it’s a bit of frustration by soft Smer supporters forced finally to think about making their choice (and it’s notable that SDL has risen significantly in the polls for which we have information, suggesting voters looking for the next best alternative, particularly those with more culturally liberal values).  It’s important to remember that in 2006 the final-week drop in Smer did not play out in the actual election and that the more accurate poll was one taken two weeks before the election, so some of this may be ephemeral.  But nobody in Smer can be happy today.  And for a party which has embodied the slogan “nothing succeeds like succcess,” some must be thinking of how to avoid failing like failure.   I reprint the graphic from the dashboard here only because it is so dramatic:

SNS gets a reprieve this month, probably thanks in part to the assistance of Hungary’s Fidesz, with a 1.5 point gain in FOCUS, a .7 point gain in Polis and no gain at all in MVK (which, however, showed a 1.2 point gain in its previous poll).  National issues may count more than clientelism for some voters and the SNS campaign on this question (which some see as quite effective) may have helped here.  It is hard to say whether the party will lose more from time in opposition (lost clientelist revenues, but time re-purify its image and play the outsider) or another stint in government (posts and money but ever more chances for people to find out how those were obtained).

HZDS also gets a small reprieve losing slightly in FOCUS but recovering to some degree in MVK and Polis, for an overall average of 5.2, far too close for anyone’s comfort.  This recovery may actually help it a bit as those who were on the fence for the party feel comfortable voting for it one last time, but its overall negative momentum and air of decline may be to hard to overcome.  This one is very tough to call

Overall the current coalition dropped three full points in June, to an overall average of 42.0, a remarkable drop for a coaltion that in less than two years ago polled 69.8.  Smer alone had poll averages of 41.0 as recently as January of this year.  The drop is so quick that it is hard to fully accept it and I suspect the overall election final will be a bit more, but we need not wait long now.

Polls of SDKU usually lack a clear monthly pattern and this month is no exception: stable at a high level in Polis, dropping from a middle level in FOCUS, rising from a low level in MVK.  The median stays around 14 where it has been for quite some time.  For SDKU it is especially hard to say whether poll numbers are related to final numbers as for the past 4 elections the party has outperformed its poll, though Martin Slosiarik and others note that the emergence of SaS may diminish that undercounting based on last minute shifts.

KDH has some of the same low-level chaos as SDKU.  No big trends like Smer or HZDS, but lots of movement and poll shifts ultimately adding up to 10% (as it has more or less for almost two decades).  This month the pattern is converging: Polis and MVK dropping from high levels to just over 10%; FOCUS rising from low levels to just under 10%.

SaS finally falls back into the earth’s gravitational pull this month, still rising but by a lower margin (.60) than in all but one month since October 2009.  Both FOCUS and MVK show it stabilizing at around 12 points and while Polis still shows a rise it is to that same 12 point level.  How much of this the party will sustain in the election is an open question: past new parties in Slovakia have lost in the voting booth, but as I’ve mentioned elsewhere, TOPo9 and VV in the recent Czech election managed to mobilize voters.  Could this have something to do with their mastery of social networks and other technological turnout mechanisms?  Hard to say, but if it does, then SaS might manage the same trick.

It is interesting that despite the significant drop in the current coalition, the Slovak right did not see corresponding gains this month.  In fact it dropped slightly from 36.7 to 36.1 (suggesting that supporters of the current coalitions are going elsewhere, either from Smer back to HZDS and SNS or to “new” parties like SDL).  This probably is not bad news, as it suggests a certain solidity to the overall vote total of SDKU, KDH and SaS (and indeed the core vote of this population has been quite solid at about this level from one election to the next and its relative success in seats has been affected more by the distribution of the vote between parties over and under 5%.  This year despite lots of expectations to the contrary even a year ago, the right is relatively coherent and, thanks to the small/new party vacuum effect of SaS, should lose little to small parties and so has a good chance of getting seats in proportion to its base).

Both Hungarian parties continue to pass the threshold in all major polls, if only by a hair.  This continues to astound me: if you take two parties whose total support averages 10.6 for the last year and divide the 10.6 at random the chance of getting two parties above the 5% threshold is itself only about 5%, and yet these two parties continue to manage that 1 in 20 shot at not undercutting Hungarian parliamentary representation in exchange for a small chance at maximum gain (though this of course is not what the two party leaders themselves are thinking).  We will see very soon whether their luck will hold out.

Finally, I think it is necessary to say a word about SDL about which I have said nothing for the entire campaign, largely because until this month it averaged less than 2% and never exceeded more than 2.8%.  Suddenly, the party has jumped by a significant margin in every poll and stands at 3.8% and is staring closely at the 5% threshold.  Only two other non-parliamentary parties have exceeded even 3.3% in the past four years and both of them–SaS and Most-Hid–have a good chance of getting into parliament.  It is doubtful that SDL will be able to cross that remaining 1.2% in the final week (SPOZ in the Czech Republic could not manage it, though that’s not much of a guide here) and it is likely that its preferences reflect frustration that will translate into staying home or reluctant Smer voting, but its emergence is a sign of weakness that Smer does not wish to have revealed:

Slovakia Election Update: Pictures worth at least 300 words

I love polling results and I am always surprised and unhappy when they are abused.  Recent articles in SME and Pravda put needless stress on these results by, on the one hand, treating them as unique and absolute indicators of a party’s success or failure (at least until the next one comes out) and, on the other hand, lumping them together into time series regardless of their origin or methodology.  Toward this end, I propose that we fix this by, on the one hand, treating each poll as a unique series which is to be compared to other series, and, on the other hand, when we do lump them together into time series, we smooth them out and look less at individual polls and more at overall trends.  I’ve tried to do both of those things here with some overall coalition/opposition graphs that, I think, speak for themselves in various ways (though that probably won’t stop me from trying to speak for them at some future point.

Coalition, Slovak Right and Hungarian total support according to various polling agencies (and averaged), 2008-2010

Monthly averages of public opinion preferences, smoothed with LOESS, in Slovakia 2002-2010

Monthly averages of public opinion preferences for all major parties in Slovakia, 2002-2010, smoothed with LOESS

Opposition party support, smoothed

Polls, Politics and Parties, Part 9: How Experts (and Bookmakers) Second Guess the Polls

In the eight previous posts in this series (and in this blog in general) I’ve used public opinion as the basic raw-material, but pollsters in Central Europe are quick to note that public opinion only talks about the “current” state of affairs and does not predict what people do once they enter the voting booth.  They walk a fine line on this point, between irrelevance on one hand (if pollsters admit that polls do not predict elections, why should we pay attention to them?) and embarrassment on the other (when the “normal” 24% gap between polls and actual results causes people to notice that polls do not do a very good job of predicting elections).  But the world is full of people who, like myself, who are uncomfortable with waiting for news and need some early indicators, at least, of how things will turn out (my wife has learned from my uncomfortable fidgeting when she says “I have news…” to include a spoiler like “and it’s not bad news, or at least not very bad news.”  This inability to deal with uncertainty in the political world drives me (and perhaps a few other people) to use whatever resources are available to look for the best way to predict the future.

If polls aren’t it, then what is?  In a previous post, I’ve looked at alternative quantitative measures for second-guessing the polls–committed voters, committed turnout, past trends–of which only the last seems to have much value (hence my rather cautious use of it).  But the human brain is a marvelous thing, and the answers may not be easily found in the aggregation of statistics, however interesting they are in their own right.  The secret is to find the right brain, or perhaps better said, to know which brain is the right one.  In this we are limited to those who are willing to share the Slovak-election-related contents of their respective brains.  Ideally we would have a significant number of people who have looked carefully at the available information and made an educated guess.  How do we know if they have done so?  Well without close attention to their study habits, the best way is to see whether they have something to gain if they are right (or something to lose if they are wrong).   The discussion boards of SME, Pravda, HN and other news outlets are full of people willing to hazard a guess, but with few consequences for failure (especially since so many are anonymous).  I am left, therefore with two main sources:  those who stand to lose their reputations and those who stand to lose their money.  Among those with reputations at stake, I do not include politicians, whose prognostications are never expected to be true (Pal Csaky predicts 10% for SMK) and so we are left with a small cadre of political scientists and pollsters who are willing to make their guesses public, and I will reference them here.  In particular, I am grateful to Martin Slosiarik (this is only one of the many realms in which I owe him gratitude) for being willing to make his predictions public, and to make them narrow enough to be useful (though he cleverly shies away from one of the hardest questions).

Among those with money at stake, there is the growing field of those who bet on politics (actually has been extremely common in certain past eras) and a whole discourse has arisen about the predictivness of odds markets.  In my own experience, these markets have done quite well in predicting obscure (to me) local races in the US.  They are subject to manipulation, of course, but the more people become involved, the more difficult this becomes.  Slovakia lacks a true odds market for politics.    SME‘s “crystal ball” at http://zajtrajsie.sme.sk/ is a great first step, but the gains, as far as I can tell, are not particularly valuable (the S€ used in the betting cannot yet be used to buy beer) and so participants may make guesses without much genuine forethought, and since this is the first attempt, we won’t be able to tell until the results are in and the markets close (though this is something I will follow closely).  The only other source we have are the people who make their money by encouraging others to bet.  Bookmakers have a strong vested interest in setting the odds right and they can only do that if they make the right kind of predictions.  So in addition to the political scientists and pollsters, it is interesting to look at what the bookies say.

What I have therefore done is to create charts for each party that show the range predicted by Martin Slosiarik, a rough guess based on current poll average projected out two months based on current trends (my own rather superficial method, though one that did not work badly in the recent Czech election) and then the four bookmakers I have been able to find.  In each case a dark bar represents the baseline: in Slosiarik’s case it is the center point of his predicted range, in my case it is the current poll average, and in the case of the bookmakers it is the inflection point of the bet itself (“Will SaS exceed 10% or fall short”).  The small vertical line leading from it shows direction: in Slosiarik’s case the lines show his full range; in the case of the average poll results it shows the what the “two-month-out” method would predict; in the case of the bookmakers, it is a rough assessment of which side the odds favor.  The longer the line, the more the odds favor a result in that direction (it is not a direct measure of what result the party will actually achieve).

What do we learn from these?  For lack of a better method, let me go party by party as I usually do with poll results:

Smer.  I will begin the analysis of Smer numbers in reverse order on the graph below, beginning with the four wagering firms (British firm bwin.com, and firms operating in Slovakia, Doxx, Fortuna and VictoryTip [unlike last election, Nike.sk and Tipos.sk do not appear to be participating].

Betting odds can be hard to compare because the bets of this type are intrinsically binary and must begin from a particular baseline.  In the case of Smer, each of the four begins from a different baseline, though these are relatively close together, spanning a narrow range between 32.0 and 33.5.   These baselines appear in these cases to reflect the odds firm’s baseline guess, and the odds then suggest its subsequent adjustment.  For Bwin and Doxx the odds were even at last check, but both Fortuna and VictoryTip put slightly shorter odds on Smer receiving more than their respective 32.5 and 33 suggesting an outcome slightly above 33.  Average these together and you get an outcome of about 33% predicted by the odds markets as of 8 June.  This is not far from the 34.8 minus 1.4 = 33.4 suggested by the (two-month-out”) poll prediction.  Interestingly, however, it is rather higher than Slosiarik’s 30-33 range or the 30.5/30.6 prediction I derive from two separate but highly consistent SME odds markets (http://zajtrajsie.sme.sk/stavka/pridajstavku/447 and http://zajtrajsie.sme.sk/stavka/pridajstavku/520).  Which of these is more accurate is impossible to say at the moment.  SME readers tend to be somewhat more free market oriented than others and this may represent a bit of wishful thinking.  Slosiarik, on the other hand, knows these numbers inside and out and and seems convinced of the softness of Smer support (he may well be right, but we won’t know for 4 more days).

SNS. For SNS the baseline measures of three of the four betting firms is the same–7.5 while the fourth is lower at 6.5.  All but one suggest a slight downward trend with an implied average of around 7.0.  This is also the median of Slosiarik’s 6-8 range.  It is interesting that for this party–the betting and expert models are most out of sync with the average polling results, which are under 6 or the trend, which would point the party even lower.  This may be because these experts believe in the (not insignificant) effect of recent Hungarian policy decisions and/or believe that some Slovaks may be hiding their vote for a party that says publicly what some people think privately but might not be willing to admit.   It is difficult for me to disagree with the experts in order to engage in some wishful thinking of my own.

HZDS. HZDS is even more consistent than Smer or SNS.  Only one betting firm even put HZDS’s baseline above the magical 5% threshold and that one, like all the others, put shorter odds on the party falling below the baseline, which in three out of the four cases means below the threshold for entry into parliament.  Likewise Slosiarik puts HZDS in a 4-6 range that sets its median at 5%, though he carefully does not make any predictions about whether it will be slightly above or slightly below.  The opinion polls here weigh in on the negative, both in terms of absolute numbers and two-months-out trend which puts it closer to 4 than to 5.  (The SME odds markets also give HZDS a less than even chance of returning to parliament: 42.8:57.2.  (http://zajtrajsie.sme.sk/stavka/pridajstavku/87)

SDKU. SDKU has a relatively narrow range of baselines but rather broader range of odds spreads (even though one of the firms, Bwin, does not include the party among its range of bets.  The range hovers between 14.5 and 16.  Public opinion polls put the party at 15 with no discernible trend while Slosiarik puts it higher, on the grounds that it may pick up some voters who at the last moment decide that they are not comfortable voting for SaS (This may be the grounds for Fortuna’s quite short odds on the party receiving more than the baseline).  Still, even this does not change the range particularly.

KDH. KDH produces very consistent results: 9.5 or slightly above.  This is true whether you look at the four betting firms, all of which chose the same baseline, or at Slosiarik’s 8-11 range or at the current polls which put the party at 10%.  This is, not coincidentally also the party’s basic result for nearly every parliamentary election in which it has run independently since 1990, though that itself is rather odd since the party has changed, its voters have changed, its leaders have changed, the country has changed and yet KDH manages the same old 10% every time.

SaS. SaS shows a relatively narrow range of baselines–from 8.5 to 10.0 with odds pointing in opposite directions (the lowest baseline, Doxx giving short odds for a higher score and the highest baseline, Fortuna, giving short odds for a lower score.  They meet somewhere around the middle–around the 9.5 that is in the middle of Slosiarik’s range.  As with SNS, SaS odds and experts differ from the polling average for the party and its trend, perhaps reflecting insider knowledge (or the belief therein) that new parties poll high and then end up lower (as I’ve discussed above, this was true for almost every new party to enter Slovakia’s system: ZRS, SOP, ANO, Smer, HZD, SF) but, interestingly, it was not true for the Czech VV which in many ways is quite similar to SaS or for the rather different but equally new TOP09.  I tend to agree with the experts in pegging SaS down a few points but the Czech case gives me just a bit of pause.

MKP-SMK. MKP has an extremely evenset of baselines–between 5.5 and 6.0 with only the barest hint of a trend in one or two. This is identical to the public opinion average.  Both are lower than Slosiarik’s range of 6 to 8.  The betting firms may just be playing it safe here since there is really no way of telling here.  Slosiarik clearly expects voters to fall back to MKP from Most (just as he seems to expect them to fall back to SDKU from SaS.  As above, there is good reason to agree but past precedent may not always dictate current action.  This is the question I will be most curious to see answered on election day.

Most-Hid. Surprisingly to me, Most-Hid has the most consistent set of baselines–all at 5.5–and odds (nothing shorter than 1.75 or longer than 1.85).  The reason that this is surprising is that Most-Hid has perhaps the most unpredictable electorate.  We really have little basis for judging whether they will switch back to the tried and true MKP at the last minute, as Slosiarik clearly thinks many will.  He says Most-Hid will be “very close to 5%” but if you look at his prediction for MKP-SMK and assume that the total electorate for Hungarian parties is less than 12%, his actual prediction seems to be slightly lower than 50-50 that Most-Hid will make it into parliament, something that he probably avoided saying directly lest it produce the headline “FOCUS expert rules out Most-Hid”

So what happens when we put all of these together?  The table below gives a rough estimate of the median point of the odds-makers. (There is no simple way to calculate these because there is no pure way to factor in what the odds mean for preferences.  Very short odds on a party that has a baseline of 5.0 might mean that the pollster is absolutely certain that the party will finish with 4.9 or that it will finish with 2.0.  Of course all things being equal the shorter or longer odds are likely to be somehow proportional to the distance from the baseline since that distance is the most probable basis for certainty.  If there’s anybody in the odds business who can set me straight, I’d very much appreciate it.)

Party Odds Markets Slosiarik
Percentage Seats Percentage Seats
Model Minus
Most-Hid
Model Minus
Most-Hid
Minus
HZDS
Minus
Most-Hid
and HZDS
Smer 33.0 58 62 31.5 52 55 55 59
SNS 7.0 12 13 7.0 12 12 12 13
HZDS 4.8 0 0 5.0 8 9 0 0
SDKU 15.5 27 29 16.5 27 29 29 31
KDH 9.8 16 17 9.5 11 12 12 13
SaS 9.0 10 11 9.5 16 16 17 17
MK 5.5 17 18 7.0 8 0 9 0
Most 5.5 10 5.0 16 17 16 17
Current Coalition 44.8 70 75 43.5 72 76 67 72
Current Opposition 45.3 80 75 47.5 78 74 83 78

The results are not particularly auspicious for the current coalition as it depends on two narrow chances: HZDS in parliament and Most-Hid out.  Without both of these conditions–the odds makers narrowly predict HZDS’s exclusion–the best Smer could hope for (according to the oddsakers, at least) would be for the failure of Most-Hid which in this case would produce a 75-75 split.  Otherwise, Smer will need to reach across the aisle or face the possibility of an opposition coalition.  Slosiarik’s slightly different numbers produce the same conclusion.  Only the presence of HZDS and absence of Most-Hid produces a coalition majority in his model, and then only a very narrow one.

Indeed the striking piece of information here, beyond the importance of thresholds to which I’ve alluded on numerous occasions, is the narrowness of governmental margins.  Slovakia may be entering a period that looks a bit like recent Czech political history with fragile or even minority governments (especially if MKP-SMK were to become untouchable”).

Of course all this depends on whether the odds makers and experts know what they are talking about.

P.S. Want to bet on this?  You can figure out from the above where the best odds are.  Here are the oddsmakers:

https://www.bwin.com/politicsB

Bureau of Meaningless Statistics: The (Non)Effect of Undecided Voters

There is an old saying that “figures don’t lie, but liars do figure” (which I’m sure has some equivalent in almost every language) and there is a wonderful book written in 1954 provocatively entitled “How to Lie with Statistics.”  In Slovakia’s election coverage in 2010 the challenge is not so much statistical lies as lazyness.  Figures appear from various polling firms and they are duly published by newspapers that what people to pay attention whether they have solid basis in fact (nobody’s lying, per se, but they also have no way of knowing whether they are telling the truth) or whether they have any impact.  As a case in point take today’s article in SME, “Smer and SaS can score among undecideds.” (HN does the same)  It is, perhaps, interesting that this is the case, but the article makes little effort to deal with the two real underlying questions:

  • First, is this a useful way of adjusting polling numbers? I don’t know, but neither does SME.  I don’t have any evidence imediately at hand, though I will look to see if I have any precedents from 2006.
  • Second, if this were useful in adjusting numbers, would it have any effect on the overall outcome.  Here the calculation is the work of about 5 minutes at a spreadsheet (use focus data to figure out the overall share of undecideds, multiply this by the percentages printed in the article, add this to the original percentage gained by the party, recalculate to equal 100).  The results are in the table below.  And the answer is “not much”
Party May Poll Share Share among undecideds Contribution of undecideds Revised preferences
(sums to more than 100)
Revised total share
Smer 35.3 16.9 2.6 37.9 34.6
SDKU 14.0 6.6 1.0 15.0 13.7
SaS 13.3 12.8 1.9 15.2 13.9
KDH 8.3 5.8 0.9 9.2 8.4
SNS 6.1 3.5 0.5 6.6 6.1
MK 5.9 2.8 0.4 6.3 5.8
Most-Hid 5.6 4.6 0.7 6.3 5.8
HZDS 5.1 3.5 0.5 5.6 5.1
KSS 1.6 1.6 1.5
Unie 0.8 0.8 0.7
SDL 0.8 0.8 0.7
Paliho Kapurkova 0.7 4.0 0.9 1.6 1.4
ND 0.7 0.7 0.6
EDS 0.7 0.7 0.6
ZRS 0.6 0.6 0.5
Nase Slovensko 0.4 0.4 0.4
SRK 0.1 0.1 0.1
Azen 0.0 0.0 0.0
100.0 109.4 100.0
Won’t vote 16.1
Undecided 15.1

No party shifts its share by more than 0.7 percentage points, no party drops below the threshold, and the only shift in relative ranking is that SaS slightly overtakes SDKU (and Most-Hid ties MKP-SMK).  And what effect would this have on overall parliamentary outcomes?  Well almost nothing. As the graph below shows, run these percentages through the seat calculator and you get the following results: Current coalition minus 1, current opposition plus 1.

May Parliamentary Seats Revised Parliamentary Seats Seat Change
Smer 57 56 -1
SDKU 23 22 -1
SaS 21 22 +1
KDH 13 14 +1
SNS 10 10 0
MK 9 9 0
Most-Hid 9 9 0
HZDS 8 8 0
150 150

Buried in these results is actually a strong incentive for papers to do the deeper (which is to say not very deep at all, but at least not utterly superficial) calculation.  The coalition v. opposition numbers for the original FOCUS poll (without undecideds) is 75:75.  Add in the undecideds and we get a new parliamentary balance: Coalition 74, Opposition 76.  Had SME only run the numbers, could have run the equally meaningless but far sexier headline, “Undecideds give opposition majority in parliament.”  Maybe it’s a good thing that the busy reporters at Slovakia’s papers don’t have time to do the extra work.