So David Pakman said something that made me go back a little on age as a key factor for the next president. Which is simply that Biden will surround himself with very capable people. It sounds sort of obvious, but I never quite realized that, oh yeah, to the extent that Biden loses it cognitively, it will just increase the influence of his surroundings, which seem to be just fine. There's a difference between doing random shit and just sort of being slow.
Also Nikki Haley seems to consider exiting the Paris agreement, which is an extremely stupid idea so I might actually prefer Biden over her -- I realize this super doesn't matter for several reasons, but is something I've been thinking about a little.
That said, on the political side, I still feel like Republicans are making an idiotic choice by nominating Trump. If Haley was the nominee -- someone who's decisive, articulate, strong, a woman (which statistically does help with Democrats), and not insane -- I think she would be a significant favorite over Biden. Whereas with Trump, I continue to think Biden has the edge. Trump is just a weak candidate; this is what I think betting markets are largely not seeing. I think there's too much reversed stupidity / over-updating going on. In 2016, Trump won an election by .77% (that's the margin in the tipping point state) against a very weak candidate on top of a political scandal that came out at a maximally opportune time, and lost in 2020 by .6% as the incumbent against an okay candidate. And also did poorly in both mid terms. These are bad results. Despite his invincibility and stranglehold over his own party, he's empirically a weak general election candidate.
And there really is a thing where people freak out way more over poll results that show Republicans being ahead. People still seem to assume polling must have a Republican bias. I think there's more reason to suspect the opposite.
Then again, Biden is at 39% approval, which is kind of incredible (and without knowing the details, very weird).