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New polls:  
Dem pickups: (None)
GOP pickups: (None)

We have updated the Governors' races page. Since there are only four or five interesting Senate races, the 38 gubernatorial races this cycle will get more attention than usual. We will update this page whenever new information comes in.

Judges Start Making Rulings

During his first 3 weeks in office, Donald Trump has signed more than 50 XOs and other executive actions aimed at transforming the government and the country. Many of them are controversial, to put it mildly. Already more than two dozen lawsuits have been filed against them. Some of them have gotten to the point where judges have made temporary rulings to block (or not block) execution of the XOs until the judge has time to consider the merits of the case. Generally, judges won't temporarily block an XO unless they think there is a reasonable expectation that the plaintiffs could win the case later on the merits. Let us look at some of the lawsuits and outcomes so far.

We are only 3 weeks in and already there are over 30 lawsuits. After 3 months, there will be many more. (V)

Russell Vought Has a Mission: Burn It to the Ground...

Former Director of the OMB Russell Vought was confirmed on a straight party-line vote to a new term by the Senate on Friday and got to work immediately. His goal is to burn the government down to the ground and just leave rubble in its place. He is not at all shy about saying this. In fact, he even wrote it all down in detail—he was the main author of the Project 2025 book. He was also one of the architects of Schedule F, which de facto repeals the Pendleton Civil Service Act and magically turns protected civil servants into political appointees who serve at the pleasure of the president. Many of Donald Trump's XOs have Vought's fingerprints all over them.

The OMB has wide-ranging authority over federal agencies, which gives Vought considerable power to carry out Trump's agenda. Vought has said he wants to inflict "trauma" on the federal workforce because he believes "elitists" within it have long stifled conservatives. One person close to Vought described him as a "bull in a china shop."

He is a strong believer in impoundments and thinks the president has a line-item veto, despite a law and court decisions stating unambiguously that he does not. Vought understands the budget extremely well. He is known to spend his free time studying budget documents. People close to him say he is an in-the-weeds kind of guy. They expect him to carefully pick some opportunities to engage in impoundment that will have the greatest chance of success in the resulting Supreme Court case.

Vought wears another hat besides heading OMB. Donald Trump has also appointed him to run the Consumer Financial Protection Bureau. This agency's mission is to make sure banks don't use underhanded gimmicks (or illegal actions) to trick consumers into paying for services they didn't request and don't want. The poster child for this is Wells Fargo's practice from 2002 to 2016 of secretly opening customer accounts that the customers didn't request and then charging the customers for those accounts. This resulted in a fine of $3 billion to resolve the matter. The CFPB also tries to warn Americans about pig butchering scams.

Vought doesn't like the idea of holding companies responsible for what they do, so on Saturday, he ordered all CFPB staff members to halt all activities, including all supervision of the companies CFPB has authority over. In one e-mail, he effectively terminated the Bureau. He said it was to end the weaponization of the Bureau against "disfavored" industries (e.g., banks).

Dennis Kelleher, head of Better Markets, which advocates for consumer protection, accused Trump of throwing his own voters "to the financial wolves." He said: "This latest attempt to kill the consumer bureau is another slap in the face for all Americans who depend on basic financial products and services, but especially for those in the multi-racial working-class coalition of Americans that helped elect President Trump." It's true. Scamming working-class people with little financial knowledge is a whole lot easier than scamming affluent college-educated suburban voters who are much more financially sophisticated.

And then there is this. Two minutes before Trump announced the $TRUMP crypto coin, an unknown trader bought almost 6 million at 18¢ each. They were soon worth $75 each. Many of Trump's supporters bought them at prices ranging from $75 on Jan. 19 to $26 on Jan. 31. They are now worth $16.40 each:

Value of $TRUMP coin from Jan. 18 to Feb. 9

In other words, many Trump supporters lost their shirts on this play within 2 weeks. The records show that over 800,000 people lost money on $TRUMP in the first 19 days and their total losses were over $2 billion. On the other hand, Trump and his partners made over $100 million in fees and Trump still has plenty of $TRUMP coins that he got for free. Maybe scamming your own supporters will become the new normal in politics. His supporters can't get enough of it. This is another kind of scam the CFPB could warn people about. But now it has gone dark.

Democrats know Vought from Trump v1.0 and despise him. Rep. Rosa DeLauro (D-CT), the ranking member of the House Appropriations Committee, said: "Russ Vought does not belong in public service. He really should be thrown out. He is a dangerous person to our government..."

Vought has been in D.C. for over two dozen years. He has earned a reputation as a fiscal conservative who believes in balanced budgets and one nation under God, with an emphasis on the "God" part. He is a proud Christian nationalist who sees his mission as crushing the "deep state." He would be happy importing the Iranian system to the U.S., just changing a word or two, say, replacing "Qur'an" with "Bible," but otherwise keeping the model of a religious theocracy. And like the good "till death do us part" Christian that he is, he got divorced last summer. (V)

...And Vought Is Not the Only One

In only 3 weeks as co-president, Elon Musk's long-term goals are becoming increasingly clear. He wants a smaller, weaker government, with many fewer workers, that he and his co-president can easily completely control. This is very different from old-style, 20th-century dictators, who wanted an all-powerful government to enforce their orders. Musk believes that controlling the computers, the data, and the flow of funds is enough in the 21st century. It is a radical theory.

To a large extent, what government does is allow a large number of ordinary (read: individually weak) people to band together to prevent rich (read: powerful) people from running roughshod over them with no constraints. Personally, Musk has a strong interest in having a weak bureaucracy so that when one of his companies is accused of violating the law, which happens rather often, the agency will be too weak and understaffed to do much about it. The New York Times has put together this diagram of the many conflicts Musk has had with government agencies overseeing the more than $15 billion in government contracts his companies have:

Investigations by cabinet departments of Elon Musk's companies; there are nearly 20 of
them, involving 10 federal agencies and four different Musk companies

Musk understands that revolutions happen when the old order collapses. The U.S. government is not collapsing, so his first order of business is to make it collapse. His tools include decreasing morale by firing long-time employees and making the rest so nervous that they voluntarily seek employment elsewhere (and transferring the holdouts to the Office of Walrus Management in northern Alaska), making all employees show up in the office every day and making the buildings so crappy that no one wants to work there, and so on. For the work that must be done, he wants to replace the workers with AI, even though AI has an extremely spotty record and makes huge mistakes all the time. He doesn't doubt for a second that an AI program could find whole agencies to close because it doesn't know what they are for. Musk has already started having AI look at all the contracts the Department of Education has in order to simply cancel every one not specifically required by some law. Probably he will write a short letter to vendors whose contracts have been canceled reading something like: "ChatGPT has determined that your government contract is not required by law so it is hereby canceled." This will result in thousands of lawsuits and will overwhelm the courts and paralyze them.

But Musk is not leaving everything to automation. He and Russell Vought both believe that the president, and by implication, people working for the president, have the authority to simply refuse to make payments for programs Congress has mandated. However, in fairness, Vought is a stickler for rules and wants to make sure everything he does is technically legal, even if that means digging up some 200-year-old law to justify it. Musk thinks rules and laws are for suckers and fools. His general approach to business parallels Trump's: Just do what you want and then hire good lawyers to endlessly delay or fight all the resulting court cases. For example, at Musk's companies, he told his employees if they join a union, they will lose their stock options. This is illegal, but he knows it will be years before the resulting court cases are resolved and by then the employees will have moved on and given up due to the legal costs.

What Musk seems to be driving at is zero-based government. First destroy the entire thing, one way or another, legally or not. Then create new agencies for those parts of government that he likes. NASA would probably be the first new agency created, since Musk's company SpaceX has $15 billion worth of contracts with it. The Department of Defense might be next and finally a Department of Justice to prosecute Trump's enemies. Health care? Not the government's problem. HUD? Let the cities do that if they want to. Interior? Sell all the national parks and forests to the lumber companies at fire-sale prices.

Pollsters are starting to ask people whether they have a favorable or unfavorable view of Musk. He is already under water and dropping. Here are two recent YouGov polls (for different sponsors):

Pollster Dates Favorable Unfavorable Net
YouGov Feb. 2 - Feb. 4 43% 49% -6%
YouGov Jan. 29 - Feb. 1 40% 47% -7%

The polls show that only about 12% of Americans want Musk to have a lot of influence in the administration. Among independents, that is 6-7% (down from 20% in December). In a Quinnipiac U. poll, independent voters disapprove of Musk playing a prominent role in the administration 53% to 39%. These numbers suggest that Democrats should constantly harp on the idea that unelected billionaires should not be running the country. Basically, Musk is a softer target than Trump. Many of Trump's supporters would willingly crawl naked over broken glass for Trump, but few would do it for Musk. If Musk's numbers drop low enough, Trump will see him as a liability and dump him. If that happens, Musk will probably not go gentle into that good night and there could be fireworks. (V)

New York Democrats Are Starting to Play Hardball

Democrats like to be known as the good-government party that plays by the book and is nice to everyone. But New York State Democrats, at least, have decided that bringing a water pistol to a gun fight might not be the best idea anymore. They have finally decided to make a stand where they can. Donald Trump nominated Rep. Elise Stefanik (R-NY) to be ambassador to the United Nations. She doesn't have any diplomatic experience, but her district, NY-21, does border on what is currently a foreign country and on a really clear day she might be able to see it 130 miles away from her front porch in Schuylerville. She is known to be tough with the presidents of Ivy League universities and if she can handle them, surely she can handle Russian and Chinese diplomats. Her confirmation by the Senate is virtually assured.

As soon as Stefanik is confirmed, she will have to resign her seat in the House. Then Gov. Kathy Hochul (D-NY) will call a special election to replace her. What exactly does "then" mean? Under current New York State law, the special election must be held within 90 days of the vacancy. However, Democratic state legislators suddenly feel that with such a short campaign period, well-known current politicians have too much of an advantage over ordinary citizens who might want to run. Consequently, they have formally introduced a bill to allow the governor to call special elections as late as November. The bill will be taken up today and could even pass and be signed today.

Turns out some of the legislators can count to at least 218. The Republicans won 220 House seats last November and Democrats won 215. Three are currently or soon will be vacant, but two of them are in Florida and will be filled by special elections in April. These are heavily Republican districts, which will bring the score to 215D, 219R. If Stefanik's seat remains vacant until November, the Republicans will hold a 4-seat edge for most of the year.

What that means is that if two Republicans vote "no" on some bill, it will be a tie, 217-217. The House does not have tiebreakers, and a bill that is tied fails. Could it happen that two Republicans have the spine to vote "no" on the upcoming budget bill and the bill to keep the government running when the debt ceiling arrives? Well, Reps. Chip Roy (R-TX) and Ralph Norman (R-SC), members of the Freedom Caucus, have made it clear that unlike Elon Musk, they think Congress is still relevant and want deep cuts in the budget, otherwise they are "no" votes. If the special election in New York is indeed scheduled for November, that will increase their power and determination because then all it will take is their two votes to torpedo anything.

Speaker Mike Johnson (R-LA) might try to make a deal with the Democrats on the budget and the debt ceiling. Then the Democrats will have to choose. If they play ball, they could probably get some minor concession on policy (e.g., an increased child tax credit). But if they refuse to play ball and there is no budget and the government shuts down (which would make Roy, Norman, and Musk very happy), it will be easy for the Democrats to run in 2026 on a platform of: "Republicans had complete control and they can't govern." Traditionally, Democrats don't like to play politics when actual people get hurt as a result, but now that the stakes are so high, they could decide to try it.

If the Democrats can hold all their own House seats in 2026 and flip only three Republican seats, they would have a majority. This would block Trump's final two budgets and make sure he couldn't get any laws passed. They could also impeach not only Trump, but other officials. Imagine a House debate about impeaching Musk. The Democrats could air all of the illegal things he did (assuming he is still a DOGEy). The Republicans would argue that since Musk is not a government official, he can't be impeached. That doesn't matter. The goal wouldn't be to actually impeach him. The goal would simply be to give what he is doing massive publicity to turn the country against him in preparation for an "Eat the billionaires" campaign in 2028. The end result of the "debate" could be a decision not to impeach him, although if the House did formally impeach him, it could get interesting. Also, the House could actually impeach cabinet officers and others who had committed high crimes and misdemeanors. Surely by Jan. 2027 there will be plenty of them. (V)

Senate Leapfrogs the House on the Budget

From the above, it should be clear that the House is nowhere near a budget bill that could get 218 votes. But bills other than revenue bills can originate in either chamber, so the Senate has sprung into action to start the reconciliation process. Sen. Lindsey Graham (R-SC), chairman of the Senate Budget Committee, has scheduled markup sessions for Wednesday and Thursday, during which the budget resolution will be drafted. Once there is a budget resolution, other committees could start to propose spending in their respective areas. The Judiciary and Homeland Security Committees will be asked to propose spending $175 billion each, Armed Services will be asked to propose spending $150 billion, Commerce, Transportation, and Science will be asked to propose $20 billion, and the Environment and Public Works Committee will be asked to come in no higher than $1 billion. That says something about Graham's (and Trump's) priorities. In all, nine committees will be given instructions on how much to ask for. Although Graham is setting the top-line amount, the committees can fill that in as they please, adding or cutting programs as they prefer. The resolution will instruct the various committees to come up with corresponding spending cuts to make the math work.

Easy-peasy, no? Not quite. The Senate bill is only about the budget. It leaves all of Trump's other priorities for a later bill. The idea is to get a quick win on the budget that Trump can brag about. The only problem is that Mike Johnson wants a single megabill that contains everything—budget, border, energy, and the kitchen sink—all in one bill. When the Senate bill shows up, what will Johnson do? He could abandon his single-bill plan and try to pass the Senate bill, but if Chip Roy and Ralph Norman torpedo it, what then? Also keep in mind that if Elise Stefanik has not been confirmed yet, a third "no" will be needed to kill the bill.

Also in the mix is the debt ceiling. Will that be in the bill? And how will Democrats react? Will they try to keep the lights on in return for small concessions or will they go to the mattresses and oppose everything in order to show the country that the Republicans can't govern and prepare themselves for 2026? We'll see. (V)

Trump to Impose More Tariffs

On Friday, Donald Trump announced more tariffs. In particular, many countries have tariffs on U.S. products and the U.S. does not have tariffs on their products. Trump wants to change that. As a starter, he wants to impose the same tariffs on every other country equal to what they impose on the U.S. He also has a group reviewing all tariffs; that group is due to report back to him on April 1. Depending on what is in that report, there could be more tariffs later. Yesterday Trump said that he will impose a 25% tariff on steel and aluminum imports today. The U.S. imports $82 billion worth of steel and iron annually and $26 billion worth of aluminum, mostly from Canada and Mexico, but also from China, in some cases via Canada or Mexico. The U.S. exports $43 billion worth of steel and iron and $13 billion worth of aluminum, which are likely to be hit by tariffs levied by the countries they go to. Trade war, here we come.

As long as we are on the subject of metals, Trump just ordered the U.S. Mint to stop producing pennies. They cost 3.7¢ each to make and everyone hates them. The eurozone technically has a €0.01 coin, but almost all cash purchases within the E.U. are rounded off to the nearest €0.05. Electronic purchases are exact. This means that if you buy something for €14.98 and pay with a credit or debit card, it costs €14.98, but if you pay cash, it is €15.00. But if you buy something for €14.97, you are better off paying cash. If you buy many items at a supermarket, the rounding applies only to the total amount, not the individual items.

Trump thinks that tariffs are some kind of magic pill that cures everything. What he forgets is that when he puts a tariff on some foreign-made product, that product will get more expensive for American consumers. In other words, tariffs cause inflation and his base doesn't like inflation.

Another problem is whether Trump really has the power to levy tariffs on his own. The Constitution explicitly grants the power to levy tariffs to Congress. If Trump goes ahead with his plan, there will be lawsuits from companies affected by them and the whole thing will end up in John Roberts' lap, as usual.

Congress did delegate some authority to the president on tariffs, but the Supreme Court has been trying to rein in executive branch agencies by ruling they can't do things unless Congress has expressly given them the authority to do them. In other words, the Court has not been friendly to the idea of Congress giving its power to the executive branch. That could play a role here, if the Court decides consistency is important. (V)

Another One of Musk's Merry Band of Hackers Is a White Supremacist

We noted last week that one of Elon's Muskrats, Marko Elez, posted racist remarks to eX-Twitter. One of those remarks was "normalize Indian hate." This got him some bad PR, so he resigned. Then Usha Vance, the vice president's wife, forgave him on behalf of all 1.4 billion Indians and all was well. This enabled Musk to rehire Elez, saying "To err is human, to forgive divine." Since Musk was the one forgiving, this sort of implies that he is some sort of deity, a thought he probably fully endorses. So there is one bad apple in the barrel. Happens.

Ooops, make that two bad apples. Next up is Gavin Kliger—like Elez, a software engineer, and also active on social media. In posts between Oct. 2024 and Jan. 2025, he reposted content from professional misogynist Andrew Tate and white supremacist Nick Fuentes. But he also generated original content as well. For example, after New York City Mayor Eric Adams talked about shutting down a migrant center, he wrote: "Just leave them be for a few more months. Will be much more convenient to deport them all if they are in one spot."

Clearly, Donald Trump and Elon Musk don't care about this kind of behavior, so there's no reason to think that Kliger or Elez will suffer any real consequences for being bigots. Meanwhile, there are still people arguing that Musk—a fellow who grew up in apartheid-era South Africa, who pals around with the far-right and extremist Alternative for Germany, who performs Nazi salutes, and who seems to enjoy hiring racist underlings—has not been proven to be a racist. We think these folks do not understand what "proven" means. (V)

Abigail Spanberger Should Send Elon Musk a Thank You Card

As noted above, the Trump administration in general, and Elon Musk in particular, are hell-bent on firing as many federal workers as they can as fast as they can. Almost 150,000 federal workers—and many more federal contractors—live in nearby Virginia. They will feel the brunt of these firings. So what?

Well, Virginia always holds its gubernatorial election the year after the presidential election, so there is one in 2025. Although the primary is in June, it is virtually certain that the candidates will be former CIA spy and later representative Abigail Spanberger (D) and current Lt. Gov. Winsome Earle-Sears (R-VA). This is probably the most significant election of 2025, so here are pictures of the candidates:

Virginia gubernatorial candidates Winsome Earle-Sears and Abigail Spanberger

It is expected to be a tight race, but if large numbers of federal workers have been fired by November or fear for their jobs, they are going to blame the Republicans. That's just politics, but it puts Earle-Sears in a difficult position. As a loyal Republican, she has to support the president, even as he is doing something very unpopular in Virginia. People who were just fired or are afraid they soon will be are not likely to be receptive to a message like: "It is a good thing that the president is getting rid of waste in government and firing unproductive workers." A recent poll from Christopher Newport University has Spanberger at 44%, Earle-Sears at 39%, and 16% undecided. But the time remaining between now and the election is basically forever and many important events are sure to happen before the election.

Some people tend to see the Virginia gubernatorial election as a bellwether for the House elections the next year. It has a mixed record:

Year Governor House change next year Prediction
1985 Gerald Baliles (D) D+5 Good
1989 Doug Wilder(D) D+7 Good
1993 George Allen (R) R+54 Good
1997 Jim Gilmore (R) D+5 Bad
2001 Mark Warner (D) R+8 Bad
2005 Tim Kaine (D) D+31 Good
2009 Bob McDonnell (R) R+63 Good
2013 Terry McAuliffe (D) R+13 Bad
2017 Ralph Northam (D) D+41 Good
2021 Glenn Youngkin (R) R+9 Good


It is not a perfect predictor. 7 right, 3 wrong is a decent record, but it is not quite as impressive as hitting .700 in baseball. (V)


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