We just had an election for president. It was a close-run
thing. While MAGA is claiming a victory by holding both branches of elected
leadership, the margins in Congress are razor thin. Three seats in the House of
Representatives face elections this spring. Disruptive elements in the
controlling party may push leadership into sore straits. So winning a majority
of votes is not a recipe for control.
Put it another way. Those of us who were on the other
platform during the first Trump administration know that behind his popularity
on that platform, lay the fact that 2/3 of his followers were Russian or
Chinese bots or trolls. They live on every platform. If you don’t curate your
followers, the raw number may not be meaningful.
Or to put it still another way, Gd told the Israelites
specifically, “It was not because of your numbers being more than all the
nations that the Lord chose you…” (Deuteronomy 7:7)
Assuming that raw numbers are meaningful is the Appeal to
Popularity fallacy, AKA Authority of the Many.
We know that popularity is not a recipe for success. James
Buchanan got us into the Civil War. Herbert Hoover got us into the Depression.
Then there was the S&L crisis in the 1980s, the debt collapse in 2008, and
covid.
Popularity is related to the Base Rate Fallacy, and this
relates to polls. Pollsters inundated us in the run-up to the election, but the
problem was, every single one of those polls was skewed in one way or another.
1/ The methods for contacting participants skewed them
right.
2/ The questions skewed things in the poll-takers’ preferred
direction.
3/ We found out later that pollsters manipulated the data to
produce right-leaning results.
Or, as I constantly replied to posts, POLLS ARE NOTHING,
VOTES ARE EVERYTHING.
Some pollsters used only material from members of specific
associations. However, more than half of all registered voters belong to no
party; more than a quarter of all Americans belong to no religious
denomination, including those who are religious but not members of any defined
group. When a pollster limits their contacts to specific associations, that
creates sampling bias.
So when CNN published a poll that says “most Americans favor
Trump” but they only polled CNN viewers, it’s important to know that CNN has a
less than 30% viewer share of cable news – and that increasingly, people DON’T
get their news from MSM. MSM has poisoned the well against itself in this
election cycle and is losing eyeballs and eardrums. As with any other data, you
have to know if your source is reliable.
The Base Rate Fallacy operates in somewhat the same way. It
claims that membership in X means you’re Y times as likely to have a given
consequence compared to membership in Z. If somebody has that consequence, this
would make you think they are part of X. In fact, the raw numbers of members of
X and Z who have that consequence might be equal, but if X is a smaller set
than Z, the likelihood is higher in X than Z. You have to know the raw numbers
and the sizes of X and Z, before you can draw an accurate conclusion.
Base Rate edges into the “apples and oranges” false
equivalence fallacy. There’s a difference between a voter who is registered
“independent” (to NO party) and an “undecided voter”. The “undecided voter” was
held out as a problem because supposedly a candidate should be able to come up
with a way to make them decide. This might work with an independent voter, but
somebody who stubbornly tells pollsters they are undecided could be trying to
avoid an argument – or they could be hiding that they have a preference and
that no candidate could make a reasonable argument that would change their
minds.
All of this should make you realize that any time somebody
tells you “the numbers speak for themselves,” you should get ready for a
flim-flam. As with sources, it takes a lot of work to be sure you’re getting a
true picture of the situation. The same is true for economic data. Never agree
with anybody who throws you a single price quote for stocks, bonds, or money
markets. Always go to a reputable market site like MarketWatch or Trading
Economics and call up a multi-week or multi-month graphic of price variations. The
Russian ruble is going through some contortions. On the day in 2024 that it was
quoted at 113, it was possible to look at five-year data and see that in
February 2022, it hit a price of 125 to the dollar.
And the same for “pictures don’t lie”. I saw a post that
said this, made by an elected legislator, and I said, this is the 21st
century: we have photoshopping, laptop video editing, and deep fakes that don’t
require hiring Industrial Light and Magic. Pictures, like numbers, do lie.
Somebody throws out an exciting piece of data and everybody jumps on it like a duck on a June bug, without checking the source for reliability, or studying the history of the field. Nothing means anything in isolation, that’s why Cartesian method forces practitioners to fit their results into the big picture. Nothing means anything in isolation from its environment as part of human culture, which includes historical data and contributing factors. You can’t pipeline or cherry-pick your data and hope to say anything useful. And that includes pretending that numbers are meaningful in and of themselves.