New York Times (Opinion)
By Ross Douthat
February 4, 2016
It’s
rare for a politician to be overshadowed in victory, and even rarer
when that victory is actually an upset. But Ted Cruz managed that trick
in Iowa: Despite pulling
out a victory when almost everyone expected Donald J. Trump to win, he
found himself overshadowed twice in the coverage that followed— first by
Trump’s unexpected flop, and second by Marco Rubio’s unexpectedly
strong third-place finish.
It
was the same in the prediction markets. On Feb. 1, just before Iowa
voted, Trump was given (absurdly) a 50 percent chance of winning the
Republican nomination by bettors,
and Rubio a 35 percent chance. No sooner had the Iowa results come in
than the two men switched places — a vertiginous plunge for Trump, a
leap upward for Rubio.
As for the man who actually won the caucuses? His odds ticked up — from 8 percent to 14 percent.
Why
the lack of respect for Cruz? It’s true that he isn’t the first
candidate to ride strong evangelical support to victory in Iowa, and the
track records of Rick Santorum
and Mike Huckabee don’t exactly inspire confidence. It’s true that he’s
widely despised by his own party’s leadership, to a degree that some
Republican machers might even prefer living dangerously with Trump to
nominating Cruz. And it’s true that his record
and reputation make him a significant general election gamble, in a
party that hasn’t taken that kind of risk since Barry Goldwater.
But
if Cruz’s weaknesses were good reasons to give him low odds when this
whole process started, they aren’t good reasons anymore. In a field
that’s fluid and shrinking,
he may not be the absolute favorite, but his path to the nomination is
as plausible as anybody else’s at this point.
First,
he isn’t Huckabee or Santorum. They were true insurgents, desperately
underfunded candidates who staked everything on Iowa and then lacked a
plan to follow through.
Cruz has the money and the organization that they lacked, and
notwithstanding his “Duck Dynasty” endorsement and Senate enemies, he
has a network of elite support that can carry him through a long
campaign.
Second,
the calendar promises him momentum. South Carolina is a good state for
him, and then the large so-called S.E.C. primary looms on March 1, rich
in evangelical votes.
The S.E.C. states aren’t winner take all, so Cruz can’t build an
insurmountable delegate lead even if he runs the table. But on the
morning of March 2, the media may start covering him as if he’s the
front-runner.
Third,
he’s already consolidated most of the constituency he needs to go deep
into the campaign. Rand Paul’s departure, in particular, is a reminder
of how effectively
Cruz had already cut into his libertarian, anti-Washington and
anti-interventionist base. Rubio hasn’t yet done the same to Jeb Bush
and the rest of the center-right pack: His Iowa finish helps, but unlike
Cruz, he needs to prove something in New Hampshire
to start pushing major rivals out of the race.
Then
finally, if Rubio does consolidate support, Cruz has clear lines of
attack against him. The waters have been muddied a bit on immigration,
but the Florida senator
will always be an architect of the Gang of Eight bill, and the Texas
senator will always have opposed it. On foreign policy, too, Cruz’s
Jacksonian, “bomb ’em all” positioning on the Middle East seems more in
tune with the party’s post-Iraq war mood than Rubio’s
tendency toward a George W. Bush-style crusading idealism.
Now,
of course, Cruz has all kinds of weaknesses as well — more than a few
of which were on display in his rambling, preening, melodramatic victory
speech on Monday night.
He’s unloved by the press, which matters even in a Republican primary.
He’s less personally charismatic and almost certainly a tougher
general-election sell than Rubio. His tax plan, which would raise the
cost of living significantly for seniors, is vulnerable
to potentially devastating attacks. If it came down to a two-man race,
he would probably lose big in the late, blue, winner-take-all states,
potentially overwhelming whatever delegate lead he’d accumulated up to
that point.
But
as you may have heard, this isn’t a two-man race. Trump still prowls
the stage, Trump still leads New Hampshire, and it’s Trump who may
ultimately hold the key to
Cruz’s hopes.
The
Donald’s support, so far as pollsters can tell, is concentrated in an
arc that runs from the Deep South through the Rust Belt and into the
Northeast. So the ideal
scenario for the Texas senator involves Trump underperforming in the
old Confederacy, but staying strong enough in bluer states to deny some
of them to Rubio (or any other establishment-friendly candidate).
That
scenario might run like this. First, Trump wins pretty easily in New
Hampshire, putting to rest the possibility that this will collapse
quickly into a Cruz-Rubio
battle. Then, the real estate mogul fades just enough that he doesn’t
take too many Southern delegates from Cruz during the S.E.C. primary,
but doesn’t fade so much that he’s in any way tempted to drop out.
Then
as the race moves to states like Ohio, Pennsylvania, Illinois and New
York, Trump keeps winning a lot of working-class moderates and secular
voters, enough to either
take some of those states for himself or let Cruz steal a couple of
blue-state wins with only 35 or 40 percent of the vote.
Right
now, admittedly, Trump doesn’t seem inclined to cooperate with this
script. He’s spent the last day or so raging against Cruz’s supposed
caucus cheating, rather
than pivoting to attack Rubio and the moderates in New Hampshire. And
you could imagine him continuing along these lines all the way to a
dramatic exit, rendering Cruz radioactive with the Trump bloc along the
way.
But
with a figure as mercurial as Trump, there’s no reason to assume that
any pattern of attacks will hold for very long. If Rubio rises, and
Trump stays in, it’s only
a matter of time before they clash.
Whereas
Cruz has already survived one collision with Trump. And Cruz has
already won a state. No other candidate can make either boast. And so
long as that remains the
case, no other candidate can claim to be a more likely nominee.
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