Election Day Takeaways – Top 3 Takeaways, November 5th, 2025
Takeaway #1: This is the future of the Democrat Party
It’s common practice for die hard politicos on both sides to root in primary elections for the opposition candidate they feel they can most easily beat. It’s a fool’s errand. I’ve long said that I don’t make a practice out of rooting for the perceived worst opposition candidate to my preferred candidate in any election. That’s because the perceived “worst candidate” can win, and the implications of having the “worst” or often most radical candidate as the potential winner isn’t worth the risk. The irony is that the Democrat Party has done this twice and with the same president. Democrats wanted to run against Trump in 2016 – how did that work out for them. They wanted him again last year, how’s that working out for them? Think they’re glad they got Trump over say Jeb! In 2016? In Florida, the election that sticks out to me in this regard was 2018’s gubernatorial election. The candidate many Republicans were most worried about DeSantis running against was former Governor Bob Graham’s daughter, who was also a congresswoman, Gwen. For that reason, many conservatives were excited to see Tallahassee's favorite bisexual criminal and Mayor, Andrew Gillum win. Not me. I warned of the implications of the radical leftist at the time who was anything but an establishment Democrat. In the end we were only four-tenths of one percent, or 32,463 votes away, from having the sexually deviant criminally minded fiend from running our state and during a time that would have encompassed the pandemic. Can you imagine? Rather than the Free State of Florida, with a conservative political revolution turning this state from what had been the ultimate swing state into the ultimate red state (due to Governor DeSantis’s highly successful policies) we’re likely to have been the most locked down state (while also being turned into an illegal immigrant destination and drug den). The point is this...you don’t play with fire. That’s true in your house, that’s true politically. But the Democrat Party has done just that and now they’re set to be burned. The key for the rest of us will be damage control for our country. No, Abigail Spanberger, an uninspired generic Democrat who will be the next governor of Virginia isn’t the future of the party. Nor will Mikie Sherrill, another wholly unimpressive generic democrat who will be the next governor of New Jersey. No, there were two other races that showed...
Takeaway #2: The near-term future and the not-so-distant future of the Democrat Party that played on Tuesday
Prop 50, the gerrymandering measure in California that Democrats believe will allow them to net an extra five congressional seats within the state in next year’s midterm elections, didn’t just pass – it won by about 20. Gavin Newsom ran for that ballot measure like he was running for his own political salvation. And that’s in many ways because he was. The term limited governor who seemingly has been running for president since 2022, when he visited the White House while President Biden was away, is intent on using his prop 50 win, and subsequent gerrymandering, as a key issue to set himself apart in the 2028 Democrat presidential primary. He got what he was looking for, and he very well appears positioned to be the near-term future of the Democrat Party. But looking out just beyond him, you need to look no further than Zohran Mamdani’s big win. Having been born in Uganda, Mamdani isn’t a future candidate for President of the United States. What he represents however, is the future of the Democrat Party. Mamdani’s convincing win, first in the primary and then in the general election over the former three-term governor of New York, put a fork in the debate over the Democrat establishment’s place...relative to the younger insurgent democratic socialists who are intent on a party takeover. What played out yesterday will energize the Democrat’s base. They’ll begin to field radical primary candidates in just about every state. Soros & Co. will be there to fund the campaigns, and you’ll continue to see the rise in ultra-Leftwing progressive candidates. It can be easy to overstate the implications of any one election cycle. But this hasn’t been one cycle. This has been a long time in the making. Do you remember how long ago it was that AOC first won her seat in Congress? It was back in 2018. That’s true of Ilhan Omar too, ditto Rashida Tlaib. The highest-ranking elected Democrat is currently Chuck Schumer. He’s clearly not the future of anything. What’s different about this election cycle is that there’s an absence of leadership in the Democrat Party and thus a battle over what the future will be. This is the Democrat version of what Republicans went through after being routed in 2008 – which led to the insurgence and success of the Tea Party which eventually coalesced into Donald Trump’s success in taking down the Republican establishment. What we’re seeing play out is the progressives’ version of this too. Newsom will likely prove to be their Romney and then the politics of Mamdani and company will likely take over from there.
Takeaway #3: In the meantime, this should be interesting
Real estate agents in Florida will be busy today – especially in Palm Beach County. While I’ve covered the potential impact of a Mamdani win in Florida previously, and will also touch on aspects of this in today’s Q&A, a recent Realtor.com report addresses what we’re likely to see immediately. According to the report the top destination for New Yorkers looking to relocate, due to a Mamdani win, is Palm Beach County. Preceding Mamdani’s win there had already been a 15% increase in pending activity from NYC into PBC, my previous research suggested that will more than double to at least 33% increased activity immediately (with a total rise of about 50% within the first year). Today the mass migration begins...