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5) Real results will start coming out in about 40 minutes, at 8am HKT = 7pm EST. Georgia, Indiana, Kentucky, South Carolina, Vermont, and Virginia close. Of those, only Georgia is projected to be close.
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6) Initial results could be REALLY off this year: about 100m (!!!) mail-in votes cast. In some states, those are counted first, in others last. Mail-in votes are heavily Biden, in-person Trump. So you could see 66% --> 48% as more votes are counted.
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7) BTC running up here on ESAs running up (S&P 500 futures). Not sure what's causing the move, but best guess is most things are election related tonight.
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15) a warning about this: in 2016, Florida seemed to be Clinton outperforming until an hour *after* votes started reporting. The panhandle reported last, and was a Trump outperform.
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16) REMINDER: it doesn't matter who's up in early votes, it matters who's outperforming vs those particular counties' expectations. different counties report at different times, you have to adjust by which are reporting early.
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19) Be careful about Georgia results tonight, they may be missing Atlanta:
Quote Tweet
Officials: We won't have the vote count we expected tonight in Fulton County, home to Atlanta and a tenth of all Georgians. Absentee-by-mail processing at State Farm Arena was delayed 4 hours because a water pipe burst in a room. Officials say no ballots were damaged. @ajc #gapol
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23) ok here's a bizarre fact it seems that Florida might be reporting in-person early votes by not mail early votes??? unsure.
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25) It seems like TRUMP underperforming in non-Florida states maybe, though really depends on what's reporting so far.
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31) So far today is looking pretty bad for confidence and pretty good for people who used words like "I don't know" and "it might be close" and "this could drag on"
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33) I'd love someone to create a compendium of tweets expressing confidence that someone would win the election
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