
In light of all the terrific comments to my original post, here is the original unedited version of my column.
Two years ago almost to the day, I sat at a coffee shop in Washington, D.C. talking about the upcoming U.S. election with a good friend who was an editor at a major political monthly. Having never been a fan of George W. Bush, I said nonetheless that the president might be a transitional figure, his administration essentially holding back a tectonic populist, rightward shift in American politics. I told my friend I was fearful of what could come next. He looked me squarely in the eye and said simply: “That’s not what frightens me. What has me terrified is the right-wing backlash that will come when a more liberal, left-leaning administration takes office in January 2009.”
I’ve since come round to his way of thinking. Barring some unusual unforeseen event, Barack Obama can count on victory in next week’s election. He is running a considerable lead in the national polls and even in the electoral college, and he appears to have mobilized huge numbers of younger and African American voters who will push him to victory in the key swing states he needs to win the Electoral College. He has the money – more than $150 million dollars raised just in September – to counter virtually any negative advertising. But his job once in office will be harder than he could have anticipated.
When people like Colin Powell say Obama is a “transformational figure,” they’re suggesting that an Obama administration can somehow heal the deep divisions within the American electorate and move the country forward, the way Franklin D. Roosevelt did during the Great Depression. And certainly projected Democratic majorities in Congress make that kind of transformation appear plausible.
I wish that would happen. But I doubt it will, and the reason is simple: the divisions run too deep. The realignment that propelled and kept FDR in office is not happening today. American politics is distinguished today by shifting electoral coalitions, candidate-centered elections, and what some political scientists call de-alignment. America isn’t just suffering from political polarization but a burgeoning economic divide and class war.
Since 1980, the year Ronald Reagan was first elected, the U.S. economy has been undergoing a shift more thorough and massive than the rise of industrial economy a century and a half ago. Since then, 20 million jobs in the creative sector have been created, and the ranks of what I call the creative class has grown to 40 million – nearly a third of the workforce. That group has become a powerful force in American politics, and they are squarely behind Obama. New York Times columnist David Brooks recently reported that Republicans have all but lost creative professionals working in law, medicine, and high-tech. Obama leads McCain among those with a post graduate education 59 to 36 percent; and among those with a college education 50 to 44 percent. And the Democratic candidate leads younger 18-29 year old votes, 65 to 31 percent.
Up to this point, Republican party strategists have exploited this shift to their party’s advantage, beginning with the ever prescient Kevin Phillips’s identification of the “silent majority” of white working-class voters in 1968. The rise of the creative economy generated not just a new class, but a shift in social values. Tolerance, diversity, and self-expression became prized, and not just because of the hippies, student movement, or even what Christopher Lasch called the culture of narcissism. Diversity and self-expression are necessary for the creative economy to flourish and function. It’s little wonder than that Silicon Valley, ground zero of the high-tech revolution, grew up in the shadow of San Francisco.
As the creative economy grew and became more concentrated in locations like San Francisco, New York, Seattle, Boston, and Washington D.C. – what we now know as blue America – the working class fell further and further behind. Globalization was shipping jobs overseas and the main institutional supports that led to higher working-class incomes during the 1950s, 1960s, and 1970s – powerful U.S. companies and powerful unions – were simultaneously being undercut. The great genius of Karl Rove was to seize upon the church as the one remaining constant in the lives of working Americans, and use it to his political organizational advantage.
The rise of ”hockey moms,” of “Joe Six-Pack,” and “Joe the Plumber” in this election cycle testify to this growing sense of unease. This is the kind of economic split that Obama tried to capture with his now infamous “bitter-gate” statement, which he now says he regrets. But what can we expect from people who know that the economic system is leaving them behind?
This class divide is overlaid on America’s economic and political geography. The rise of the creative class and its geographic centers which form the innovative engines of the U.S. economy, are also reshaping its politics. This goes beyond traditional Democratic bastions like big city New York, Chicago, and L.A. and, high-tech centers like San Francisco, Seattle, Boston, and Washington D.C.; or university districts like Austin, Boulder, and Raleigh-Durham.
My team and I looked at the state-by-state polls and compared them to our measures of the creative economy – a broad index of technology, talent, and tolerance. Blue states had a median creativity index score of more then red states (.68 versus .38), with purple swing states in the middle. Virginia and Colorado, two former staunchly red states that Obama is currently winning by six or seven percent, have seen significant increases in their college-educated populations in recent years.
As these states have become more highly educated, more urbanized, more high-tech, and more diverse, notes Financial Times columnist Edward Luce, they have moved from Republican red to Democratic blue. As Republican congressman Tom Davis recently opined, U.S. politics, including his own district of Northern Virginia, is being reshaped as high-tech economies lean more Democratic. As he put it simply: “Economic development works.” He decided not to seek reelection.
Political scientist Andrew Gelman show that economic geography now outweighs personal income as the key faultline in American politics. Richer Americans continue to vote Republican and poorer ones are overwhelmingly Democratic, but upper-middle class, richer states like California, Massachusetts, and New York vote and perhaps now Virgina and Colorado vote blue, because richer more creative class voters there are more open-minded and no longer simply vote for their immediate pocketbooks.
And both states are microcosms of the deeper class divide across America. Outside of high-tech, highly educated, ultra-professional and diverse Northern Virginia and away from the creative class Denver-Boulder corridor, both are hot-beds of socially conservative populism – where anti-gay, anti-immigrant, and anti-urban sentiments run high. Colorado after all is home to the ultra-conservative Focus on the Family, while Virginia Beach is the headquarters to the Christian Coalition originally founded by Pat Robertson.
These class divides will only deepen as the economy worsens, and America’s economic geography becomes ever more polarized and unequal. And a strange kind of reactive populism, much worse than anything we’ve seen before, is likely to rise. McCain’s defeat in 2008 at the hands of Obama will shift the balance of power toward the conservative wing of the Republican party – toward figures like Mike Huckabee and Sarah Palin who combine social populism with uncanny media skills and the ability to project themselves onto America’s popular culture. Unless Obama can fashion a broad inclusive appeal that extends the benefits of the creative economy to working and service economies, the bitterness he himself acknowledged, in a moment of uncanny candor, will only grow deeper and America will grow more divided and ever more polarized.
If you think the stock market has been volatile, we are in uncharted political waters. Get ready for an extended period of volatility and conflict in American politics. You heard it here first.