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Watch the rise of America's investor class
Financial Times ^ | May 4, 2003 | John Zogby

Posted on 05/04/2003 7:50:52 PM PDT by FairOpinion

Whichever way you look at the US presidential election of 2000, you see a nation divided right down the middle. George W. Bush and Al Gore each received 48 per cent of the popular vote. Among those who cast votes for a Senate candidate, 48 per cent voted Republican and 48 per cent voted Democrat. The same 48 per cent/48 per cent vote was tallied for the House of Representatives. And, lest we forget, the Florida Supreme Court voted 4 to 3 for Mr Gore, while the US Supreme Court voted 5 to 4 for Mr Bush.

The 2000 election was only the continuation of a trend that began in 1996. Congressional races since then have resulted in ties or near-ties. And the much-vaunted Republican gains of 2002 in the House of Representatives were the result of a mere one percentage point lift, to 49 per cent of the popular vote.

Will we ever break this tie? The Emerging Democratic Majority, a book that has attracted a lot of attention since its publication last year, suggests that over the next decade we will. The authors, John Judis and Ruy Teixeira, subscribe to the "demographics is destiny" school and their argument is compelling. Some of the fastest- growing ethnic and economic groups over the next few decades, the authors argue, are those most likely to vote for (and think like) Democrats. Hispanics, Asians and a group of creative professionals that the authors dub the "idea class" are increasing in number, are socially liberal and are concentrated in the nation's commercial and metropolitan centres, where they can have the greatest impact.

Judis and Teixeira may be on to something but I have learnt from years of analysing polling data that how a person identifies himself or herself can be a more potent determinant of voting behaviour and ideological development than race or occupation. Thus I would suggest a counter-thesis: watch for America's burgeoning investor class.

Consistently over the past year, approximately two in three American voters tell us that they have a 401(k) or some other kind of stock investment. And just about half consider themselves to be "a member of the investor class". These high percentages alone suggest an obvious point: this is not our grandfathers' investor class. Its self-identified members include a substantial number of people from racial minorities, union members and individuals living in households with modest incomes.

Equally significant, my polling data since 2000 reveal that they vote and think differently from their non- investor peers. For example, in post-election polls I conducted in 2002 (in 18 states and the District of Columbia), 34 per cent of union members who identified themselves as members of the investor class chose a Republican for senator, while 27 per cent of union members not self-identified as investors did so. Among union members who voted for governor, the figures were 45 per cent and 35 per cent respectively.

Again, among those on low incomes, investors were more likely than non-investors to vote for a Republican for senator; the difference between the two groups was seven percentage points. Other examples abound. What is important here is not only the different voting behaviour and sensibilities of investors and non-investors but also the continuing growth and democratisation of the investor class. The boom market of the 1990s fuelled an explosion of 401(k) and individual retirement account investments and this expansion continues unabated. In January 1997, 45 per cent of the likely voters I polled said they had some form of stock investment. That number had grown to 52 per cent by October 2000 and now stands at 64-66 per cent.

Georges Sorel, the French sociologist, once remarked that socialism in the US stalled in the face of the prosperity and potential of America's workers. It may well be true that the Democrats today and over the next few years could find their growth stalled in the face of a new class awareness that cuts across traditional social groupings.

Too often, Democrats today cannot understand why so many voters choose the Republicans. They note that most voters agree with the Democrats, so the only reason they do not vote for them must be a lack of good candidates. In fact, my polls consistently show that most voters agree with the Democrats on some things and with the Republicans on other things.

What sways the investor class to vote Republican is the fact that it does not see itself as a disadvantaged group, and does not see government as the solution to its problems. It aspires to bigger and better things; if not now, in the future. The Democratic party, however, has traditionally appealed to minority groups such as liberals, women's rights advocates, gay people and union groups that see government as a solution to social problems. It has a tendency to think in terms of economic victims and tailors its message and its policies accordingly. But investors see themselves as an opportunistic group with a basic message to government to "get out of the way".

As both parties prepare for what should be a hotly contested presidential race in 2004, the Democrats should take little comfort from the growth of the minority and professional groups identified by Judis and Teixeira. They may be wise to pay closer attention to the investor next door.

The writer is president and chief executive of Zogby International, the public opinion polling firm


TOPICS: Business/Economy; Culture/Society; Editorial; Extended News; News/Current Events; Politics/Elections
KEYWORDS: 2004; election; investor
I tend to agree. Be sure to read the last few paragraphs of the article. I think this makes the taxcuts and economy even more important. It also shows that the "class warfare" strategy of the Democrats will backfire.
1 posted on 05/04/2003 7:50:52 PM PDT by FairOpinion
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To: FairOpinion
Zogby wishes America was still split 50 / 50.
2 posted on 05/04/2003 8:07:34 PM PDT by Interesting Times
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To: FairOpinion
What sways the investor class to vote Republican is the fact that it does not see itself as a disadvantaged group, and does not see government as the solution to its problems.

As a member of the "investing class", I do see myself as a member of a "disadvantaged group": the government is still trying to steal my money. The Democrats, however, are the primary cause of my 'disadvantage', and I have no trouble at all seeing that.

3 posted on 05/04/2003 8:42:44 PM PDT by supercat (TAG--you're it!)
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To: Interesting Times
LOL, he may or may not wish that (can't make up my mind on Zogby, this piece is a good example of why he's good), but you are right; you can't speculate about the '04 election and ignore 9/11. As much as I have said so many times "9/11 changed everything", I continue to be amazed at how much it really DID change EVERYTHING. In fact, we continue to not know, or realize, or comprehend how wide and deep (a trite phrase I really abhor, but it is the apt one here)the changes really were/are. We will know more the extent of the changes (or, hey I could be wrong, lack/shallowness of change) after the '04 election I think. I think the professional pols are onto this too, the current crop of dems are losers, Kerry and Edwards and Gephardt are the best of the bunch, I reckon. I'd give them a slim chance on a good day, they've got a snowball's one now. And don't you all worry about Hillary!, she's not stupid, that is not one of her failings, and she will not run against W.

Still in all, and interesting take on the growing investor class, and why it helps make America strong. God bless our country, like no other on earth!
4 posted on 05/04/2003 8:49:03 PM PDT by jocon307
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To: FairOpinion
um.....actually, the key SCOTUS vote was 7-2.
5 posted on 05/04/2003 9:05:25 PM PDT by stylin19a (2 wrongs don't make a right.....but 3 rights make a left)
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To: supercat
Exactly:

"But investors see themselves as an opportunistic group with a basic message to government to "get out of the way". "

The point is that more and more people see excessive government control as the problem, NOT the solution. Remember the Dems major message is that the government will take care of you -- just look at Gephardt message: we'll increase your taxes, and let "daddy government" provide you with healthcare. I don't think this message plays well anymore.
6 posted on 05/04/2003 9:17:34 PM PDT by FairOpinion
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To: Thud
Zogby is making some sense here.
7 posted on 05/04/2003 9:32:10 PM PDT by Dark Wing
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To: FairOpinion
I think Zogby has the wrong take on this. The growth of America's "investor class" is not going to be a good thing in the long run, especially for Republicans.

The problem is that most of the growth has occurred among people who do not understand the first thing about equity markets. As a result, there are a lot of voters out there who expect to get a healthy return on their portfolio every year and expect the government to "do something" whenever their expectations are not met.

Look at all those sob stories about those morons who worked for Enron and invested their entire stock holdings in Enron stock. If that's the definition of a "new investor class," then we'd be better off without them.

8 posted on 05/05/2003 7:08:04 AM PDT by Alberta's Child
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To: Alberta's Child
"Look at all those sob stories about those morons who worked for Enron and invested their entire stock holdings in Enron stock. If that's the definition of a "new investor class," then we'd be better off without them. "
---

I know what you mean. But I think most people aren't like that, just those were the ones the media hyped up, as those "poor" people who suffered because of the "evil" CEO-s. I think some people started to point out that they didn't have to invest all their 401K in Enron stock, it was their own stupid decision, then the media backed off a bit.
9 posted on 05/05/2003 9:17:29 AM PDT by FairOpinion
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To: FairOpinion
Interesting, particularly his conclusion.
10 posted on 05/05/2003 12:29:23 PM PDT by Prodigal Son
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