Call for more social science modeling for Social Security

An op-ed in the New York Times explains how poorly financial forecasts for Social Security are made and suggests social scientists can help:

Remarkably, since Social Security was created in 1935, the government’s forecasting methods have barely changed, even as a revolution in big data and statistics has transformed everything from baseball to retailing.

This omission can be explained by the fact that the Office of the Chief Actuary, the branch of the Social Security Administration that is responsible for the forecasts, is almost exclusively composed of, well, actuaries — without any serious representation of statisticians or social science methodologists. While these actuaries are highly responsible and careful and do excellent work curating and describing the data that go into the forecasts, their job is not to make statistical predictions. Yet the agency badly needs such expertise.

With considerable help from the actuaries and other officials at the Social Security Administration, we unearthed how the agency makes mortality forecasts and uses them to predict the program’s solvency. We learned that the methods are antiquated, subjective and needlessly complicated — and, as a result, are prone to error and to potential interference from political appointees. This may explain why the agency’s forecasts have, at times, changed significantly from year to year, even when there was little change in the underlying data.

We have made our methods, calculations and software available online at j.mp/SSecurity so that others can replicate or improve our forecasts. The implications of our findings go beyond social science. As the wave of retirement by the baby boomers continues, doing nothing to shore up Social Security’s solvency is irresponsible. If the amount of money coming in through payroll taxes does not increase and if the amount of money going out as benefits remains the same, the trust funds will become insolvent less than 20 years from now.

Sociologists seem to be looking for ways to get involved in major policy issues so perhaps this is one way to do that. It is also interesting to note this op-ed is based on a 2012 article in Demography titled “Statistical Security for Social Security.” Not too many articles can make such a claim…

Also, I’m sure this doesn’t inspire confidence among some for the government’s ability to keep track of all of its data. Does the federal government have the ability to hire and train the kind of people it needs? Can it compete with the private sector or political campaigns (think of what the lauded 2012 Obama campaign big data workers might be able to do)?

The closer look at how the Obama campaign used big data to wage an intimate and winning campaign

In MIT Technology Review, Sasha Issenberg has a three-part look at how the Obama campaign was effectively able to harness big data. Here are the concluding paragraphs from Part Three:

A few days after the election, as Florida authorities continued to count provisional ballots, a few staff members were directed, as four years before, to remain in Chicago. Their instructions were to produce another post-mortem report summing up the lessons of the past year and a half. The undertaking was called the Legacy Project, a grandiose title inspired by the idea that the innovations of Obama 2012 should be translated not only to the campaign of the next Democratic candidate for president but also to governance. Obama had succeeded in convincing some citizens that a modest adjustment to their behavior would affect, however marginally, the result of an election. Could he make them feel the same way about Congress?

Simas, who had served in the White House before joining the team, marveled at the intimacy of the campaign. Perhaps more than anyone else at headquarters, he appreciated the human aspect of politics. This had been his first presidential election, but before he became a political operative, Simas had been a politician himself, serving on the city council and school board in his hometown of Taunton, Massachusetts. He ran for office by knocking on doors and interacting individually with constituents (or those he hoped would become constituents), trying to track their moods and expectations.

In many respects, analytics had made it possible for the Obama campaign to recapture that style of politics. Though the old guard may have viewed such techniques as a disruptive force in campaigns, they enabled a presidential candidate to view the electorate the way local candidates do: as a collection of people who make up a more perfect union, each of them approachable on his or her terms, their changing levels of support and enthusiasm open to measurement and, thus, to respect. “What that gave us was the ability to run a national presidential campaign the way you’d do a local ward campaign,” Simas says. “You know the people on your block. People have relationships with one another, and you leverage them so you know the way they talk about issues, what they’re discussing at the coffee shop.”

Few events in American life other than a presidential election touch 126 million adults, or even a significant fraction that many, on a single day. Certainly no corporation, no civic institution, and very few government agencies ever do. Obama did so by reducing every American to a series of numbers. Yet those numbers somehow captured the individuality of each voter, and they were not demographic classifications. The scores measured the ability of people to change politics—and to be changed by it.

Combining numbers and a personal appeal made for a winning campaign. Part Two has more on how the Romney campaign watched what the Obama campaign was doing and tried to react and yet couldn’t quite figure it out.

Since this appears to have been the winning formula in 2012, I imagine there will be plenty of others who will try to duplicate it. One way would be to get the Obama campaign database and information and it is not clear who might be able to access that in the future. Another way would be to hire some of the Obama campaign people who made this happen – I imagine they will get some lucrative offers moving forward. A third option would be to try to find another way but this could be tedious, require a lot of resources, and may not come to the same conclusion.

Multiplicity of Illinois governments just symptomatic of American government overall?

Whet Moser at the 312 Blog links Illinois’ long-standing issue of having lots of government bodies with how government works at the national level:

Yesterday I went on CNBC to talk with Rick Santelli about the unusually large number of governments (not just cities and counties and townships, but school districts and mosquito abatement districts and whatnot) the state of Illinois has. It’s a lot—more than any other state, including states with bigger populations and more square mileage. I wrote about this awhile ago; the BGA did a report last year; it’s been a political issue for awhile, one that both Kirk Dillard and Pat Quinn have floated…

It’s not big government; it’s kludge government. I loved this passage from Teles (emphasis mine):

Conservatives over the last few years have increasingly claimed that America is, in Hayek’s terms, on the road to serfdom. This is ridiculous, for it ascribes vastly greater coherence to American government than we have ever achieved. If anything, we have arrived at a form of government with no ideological justification whatsoever…

This comes from Suzanne Mettler’s “submerged state” thesis. It’s a kludge in action: keeping the political system functioning by burying the actual actions of government under a confusing web of laws. And the greater the number of laws, the more nooks and crannies for the “kludge industry” to embed itself: “having pulled the fundamental knowledge needed for government out of the state and into the private sector, thus becomes nearly indispensable.”

This argument could provide a way between the current debate about whether to have a big or limited federal government: let’s just make sure the system actually works rather than burying itself under a blizzard of rules and exceptions that few people can fully understand. Both small and big government can be run poorly or in less efficient ways.

This also provides good insight into the nature of complex social systems. When institutions become larger and larger (and don’t forget American government today is setting policy for over 300 million people), it is really hard to keep things simple. This reminds me of Max Weber’s warnings one hundred years ago about the threats of bureaucracy. While such systems might be the best way to deal with complex problems on a broad scale, they can become bloated and reified. Weber was pessimistic about the options but the fate of modern nation states like the United States might just depend on being able to cut through some of the complicated structures.

Religious nones vote overwhelmingly for Obama in 2012 presidential election

A number of commentators have pointed out the advantage for President Obama among the religious “nones,” people who have no religious affiliation who now make up almost 20% of the US population, in the 2012 election. Here is another look at the voting gap:

— In Ohio, Obama lost the Protestant vote by 3 points and the Catholic vote by 11, but he won the “nones” — 12 percent of the state’s electorate — by 47 points.— In Virginia, Obama lost Protestants by 9 points and Catholics by 10 points, but won 76 percent of the “nones,” who were 10 percent of the electorate.

— In Florida, Obama lost Protestants by 16 points and Catholics by 5 points, but captured 72 percent of the “nones.” They were 15 percent of the electorate.

Similar results were seen in states including Michigan, New Hampshire and Pennsylvania…

Nationally, Obama lost the Protestant vote by 15 points, won the Catholic vote by 2 points, and captured 70 percent of the “nones.”

If the late 1970s and 1980s were about the rise of conservative religious voters, the Moral Majority and all that, are the 2010s going to be about the rise of the “nones”? While the article cautions at the end that religious switching is common in the United States, I haven’t seen commentators or political types address this question: how could Republicans change their pitch to attract more of the “nones”?

Rahm Emanuel: Chicago the model for pro-growth policies

Chicago Mayor Rahm Emanuel had an op-ed in the Washington Post on Friday where he explained how his city could show America the way toward growth:

While infrastructure improvements have been neglected on a federal level for decades, Chicago is making one of the nation’s largest coordinated investments, putting 30,000 residents to work over the next three years improving our roads, rails and runways; repairing our aged water system; and increasing access to gigabit-speed broadband. We are paying for these critical improvements through a combination of reforms, efficiencies and direct user fees, as well as creating the nation’s first city-level public-private infrastructure bank. Democrats should champion these kinds of innovative financing tools at a national level.

If we want to build a future in which the middle class can succeed, we must continue the push for reform that the president began with Race to the Top, bringing responsibility and accountability to our teachers and principals.

Chicago has adopted its own Race to the Top for early childhood education, allowing public schools, Head Start, charters and parochial schools to compete for dollars by improving the quality of their pre-kindergarten programs. In addition, this year Chicago Public Schools put into effect a 30 percent increase in class time, which means that when today’s kindergartners graduate high school, they will have benefited from 2½ more years’ worth of education.

In partnership with leading private-sector companies, we reengineered our six community colleges to focus each on skills training for jobs in one of Chicago’s six key growth fields. Democrats can be the party that closes the nation’s skills gap by making our community colleges a vital link between people looking for jobs and companies looking for skilled workers.

The strength of these investments is proven in the number of people we’re putting back to work: Chicago is first in the nation in terms of increase in employed residents, and for several months we have led the nation in year-over-year employment increases. We added 42,500 residents to the workforce in the past year alone — 8,000 more than the next highest U.S. city…

If Democrats develop innovative policies that help Americans compete in a global economy, we will outperform Republicans on Election Day. It’s that simple.

I’ve made this argument before (see here): Rahm Emanuel is more of a pro-business Democrat. As he notes in this article, he is in the mold of Bill Clinton who was willing to do what it takes to add jobs and fuel growth (illustrated by his recent push for digital billboards on city property alongside busy highways). And thus far, Emanuel has been able to push through his agenda in Chicago.

However, two things might hold back his arguments on the national level:

1. How much do Democrats and other Americans want government  to work closely private firms and corporations? Emanuel is a fan of public-private partnerships but people on both sides may not like this idea much.

2. Critics will charge that Chicago is hardly a model for others to emulate. Crime? Residential segregation? Massive budget issues? Battles with local unions? Underperforming schools?

I imagine some other big-city mayors might argue their cities could provide better models for the whole country. It would be fascinating to see a number of them respond with different visions.

(One last question: how much of this argument is simply boosterism from the mayor of the city’s third largest city?)

Argument: individualistic political arguments don’t work in cities since they require contributing to the “public good”

After looking at the Democratic vote advantage in cities for the 2012 election, here is an argument about why individualistic political arguments don’t work in cities:

If Republicans are ever going to earn real votes in cities in the future, though, they’ll have to do more than just talk about them differently. The real problem seeps much deeper. As the Republican Party has moved further to the right, it has increasingly become the party of fierce individualism, of “I built that” and you take care of yourself. Cities, on the other hand, are fundamentally about the shared commons. If you live in a city and you think government – and other people – should stay out of your life, how will you get to work in the morning? Who will police your neighborhood? Where will you find a public park when your building has no back yard?

In a good piece on the GOP’s problem with geography earlier this week, The New Republic’s Lydia DePillis interviewed Princeton Historian Kevin Kruse, who made this point succinctly: “There are certain things in which the physical nature of a city, the fact the people are piled on top of each other, requires some notion of the public good,” he said. “Conservative ideology works beautifully in the suburbs, because it makes sense spatially.”

The real urban challenge for conservatives going forward will be to pull back from an ideology that leaves little room for the concept of “public good,” and that treats all public spending as if it were equally wasteful. Cities do demand, by definition, a greater role for government than a small rural town on the prairie. But the return on investment can also be much higher (in jobs created through transportation spending, in the number of citizens touched by public expenditures, in patents per capita, in the sheer share of economic growth driven by our metropolises).

Density makes all of these things possible, and it requires its own kind of politics. There’s no reason why the Democratic Party should have an exclusive lock on this idea. Investing government money efficiently – as Republicans want to do – is also about focusing on how it’s spent in cities. While Republicans are mulling this over in the next four years, it may help to look at Howard’s map. What is going on in those dark blue dots? What does it mean to live in those places – and to live there and hear from politicians that “government should get out of the way?”

This reminds me of some of the observations of early sociologists about the transition from more rural village and farm life to urban life in the late 1800s and early 1900s. Cities aren’t just different because there are more people who are living and working closer together; this changes the social interactions (think of Simmel’s talk of the blase attitude in cities) as well as the social interdependence (think of Durkheim’s discussion of the division of labor).

One way Republicans could positively argue about cities: along with their surrounding metropolitan regions, cities are economic engines. A thriving economy needs thriving firms in these regions that encourage innovation, provide jobs, and interact with and operate in nearby communities.

Are there cities that are more individualistic than others? Can you have a global city that has a more individualistic ethos?

The real question after the 2012 presidential election: who gets Obama’s database?

President Obama has plenty to deal with in his second term but plenty of people want an answer to this question: who will be given access to the campaign’s database?

Democrats are now pressing to expand and redeploy the most sophisticated voter list in American political history, beginning with next year’s gubernatorial races in Virginia and New Jersey and extending to campaigns for years to come. The prospect already has some Republicans worried…

The database consists of voting records and political donation histories bolstered by vast amounts of personal but publicly available consumer data, say campaign officials and others familiar with the operation, which was capable of recording hundreds of fields for each voter.

Campaign workers added far more detail through a broad range of voter contacts — in person, on the phone, over e-mail or through visits to the campaign’s Web site. Those who used its Facebook app, for example, had their files updated with lists of their Facebook friends along with scores measuring the intensity of those relationships and whether they lived in swing states. If their last names seemed Hispanic, a key target group for the campaign, the database recorded that, too…

To maintain their advantage, Democrats say they must guard against the propensity of political data to deteriorate in off years, when funding and attention dwindles, while navigating the inevitable intra-party squabbles over who gets access now that the unifying forces of a billion-dollar presidential campaign are gone.

The Obama campaign spent countless hours developing this database and will not let it go lightly. I imagine this could become a more common legacy for winning politicians than getting things done while in office: passing on valuable data about voters and supporters to other candidates. If a winning candidate had good information, others will want to build on the same information. I don’t see much mention of one way to solve this issue: let political candidates or campaigns pay for the information!

What about the flip side: will anyone use or want the information collected by the Romney campaign? Would new candidates prefer to start over or are there important pieces of data that can be salvaged from a losing campaign?

Republicans propose copyright reform

Techdirt links to a remarkable Republican policy brief on copyright reform:

The purpose of copyright is to compensate the creator of the content: It’s a common misperception that the Constitution enables our current legal regime of copyright protection – in fact, it does not…[L]egislative discussions on copyright/patent reform should be based upon what promotes the maximum “progress of sciences and useful arts” instead of “deserving” financial compensation….

Today’s legal regime of copyright law is seen by many as a form of corporate welfare that hurts innovation and hurts the consumer. It is a system that picks winners and losers, and the losers are new industries that could generate new wealth and added value.

This has the potential to mark the beginning of a huge political shift on intellectual property issues. Heretofore, most copyright reform advocates have pursued a judicial strategy, trying to persuade courts to narrowly read (or overturn) sweeping statutory language. By and large, courts have declined to limit copyright laws in this fashion. If those laws were actually changed, however, that would compel different outcomes.

A policy brief is not even a bill, let alone a law. But the conversation has started.

Mapping secessionist petitions by county as well as looking at gender

A sociologist and a graduate seminar took data from petitions for secession from the United States as listed on whitehouse.gov and mapped the patterns. Here is the map and some of the results:

While petitions are focused on particular states, signers can be from anywhere. In order to show where support for these secession was the strongest, a graduate seminar on collecting and analyzing and data from the web in the UNC Sociology Department downloaded the names and cities of each of the petition signers from the White House website, geocoded each of the locations, and plotted the results.

In total, we collected data on 862,914 signatures. Of these, we identified 304,787 unique combinations of names, places and dates, suggesting that a large number of people were signing more than one petition. Approximately 90%, or 275,731, of these individuals provided valid city locations that we could locate with a US county.

The above graphic shows the distribution of these petition signers across the US. Colors are based proportion of people in each county who signed, and the total number of signers is displayed when you click or hover over a county.

We also looked at the distribution of petition signers by gender. While petition signers did not list their gender, we attempted to match first names with Social Security data on the relative frequency of names by sex. Of the 302,502 respondents with gendered names, 63% had male names and 38% had female names. This 26 point gender gap is twice the size of the gender gap for voters in the 2012 Presidential election. For signatures in the last 24 hours, the gender gap has risen to 34 points.

So it looks like the petition signers are more likely to be men from red states and more rural counties. On one hand, this is not too surprising. On the other hand, it is an interesting example of combining publicly available data and looking for patterns.

Albert Speer’s imagined Nazi Berlin

An essay that discusses the legacy of German architect Albert Speer briefly highlights his plans for turning Berlin into the grand Nazi capital:

Speer quickly moved into the Führer’s inner circle, where Hitler shared his vision with the young architect. Hitler wanted to make Berlin into the most impressive city in the world, conveying the beauty and overwhelming strength of the triumphal Reich that would dominate the world — and Speer was to be the master planner. Speer conceived of the city’s buildings to have what he called “ruin value” — meaning that they were meant to be built to last for thousands of years, like the ancient ruins of Greece. Hitler embraced this concept, which accorded with his vision of a Thousand Year Reich.

The dream of Hitler’s new city, which was to be renamed World Capital Germania, was without parallel in the modern world. Speer planned as the centerpiece a gargantuan domed Great Hall that would hold 180,000 occupants as they listened to the Führer’s speeches. Had it ever been built, Speer’s dome would have dwarfed any structure nearby, and could have contained several domes the size of the U.S. Capitol. Along the sprawling grand avenue leading to the Great Hall would be a German version of Paris’s Arc de Triomphe, intended to dwarf Napoleon’s. Elsewhere, at the Nuremberg rally grounds, construction began (but was never completed) on a German Stadium that would have held 400,000 spectators.

It is not certain that these plans could have been realized. Among other issues, Berlin was built on converted swampland, and there are serious doubts that the ground would have been able to support the huge weight of such structures; test structures built by the Nazis suggested that the buildings would sink well beyond tolerable limits. Regardless of the feasibility, this was art and architecture based on ostentation and megalomania. The plans, of course, spoke of the intoxication with power not just of the state, but of the men who ran it. Speer found himself elevated with breathtaking rapidity to the highest echelons of power, and developed a close personal relationship with the most powerful man in Germany, who was idolized and worshiped by millions of Germans and feared by millions more around the world. Speer looked up to Hitler and seemed to crave his approval. Hitler, for his part, spoke of having “the warmest human feelings” for Speer, and regarding him as a “kindred spirit.” Gitta Sereny writes that “in looks and language, the tall, handsome young Speer probably came close to being a German ideal for the Austrian Hitler.” Speer admitted at the Nuremberg trials that “if Hitler had had any friends, I would certainly have been one of his close friends.” Hitler formed a deep admiration for Speer’s architectural style and ambition. He had always considered himself an artist first, who only became a politician to realize his dream of a powerful Germany, and he saw in the young Speer his own unfulfilled self — someone who was technically capable of achieving his artistic dreams for a Germany that would rule the world.

It is little coincidence that powerful dictators aspire to design and build expansive cities: they want such places to provide a long reminder of their power. There is something about imposing buildings, long avenues, and public memorials and art that can reinforce the powers that be. Of course, as this essay suggests, architects and engineers can get swept up in such plans. Speer went from grandiose plans for Berlin to running the armaments ministry for Germany and increasing production through late 1944 even as Nazi Germany was losing the war on two (three, if you count Italy) fronts.

Wikipedia has more on Speer’s plans for World Capital Germania:

The first step in these plans was the Berlin Olympic Stadium for the 1936 Summer Olympics. This stadium would promote the rise of the Nazi government. A much larger stadium capable of holding 400,000 spectators was planned alongside the Nazi parade grounds in Nuremberg but only the foundations were dug before the project was abandoned due to the outbreak of war. Had this stadium been completed it would remain the largest in the world today by a considerable margin.

Speer also designed a new Chancellery, which included a vast hall designed to be twice as long as the Hall of Mirrors in the Palace of Versailles. Hitler wanted him to build a third, even larger Chancellery, although it was never begun. The second Chancellery was destroyed by the Soviet army in 1945.

Almost none of the other buildings planned for Berlin were ever built. Berlin was to be reorganized along a central 5 km-long boulevard known as the Prachtallee (“Avenue or Boulevard of Splendour(s)”). This would run south from a crossroads with the East-West Axis close to the Brandenburg Gate, following the course of the old Siegesallee through the Tiergarten before continuing down to an area just west of Tempelhof Airport. This new North-South Axis would have served as a parade ground, and have been closed off to traffic. Vehicles would have instead been diverted into an underground highway running directly underneath the parade route; sections of this highway’s tunnel structure were built, and still exist today. No work was ever begun above ground although Speer did relocate the Siegesallee to another part of the Tiergarten in 1938 in preparation for the avenue’s construction.

The plan also called for the building of two new large railway stations as the planned North-South Axis would have severed the tracks leading to the old Anhalter and Potsdamer stations, forcing their closure. These new stations would be built on the city’s main S-Bahn ring with the Nordbahnhof in Wedding and the larger Südbahnhof in Tempelhof-Schöneberg at the southern end of the avenue. The Anhalter Bahnhof, no longer used as a railway station, would have been turned into a swimming pool.

At the northern end of the avenue on the site of the Königsplatz (now the Platz der Republik) there was to be a large open forum known as Großer Platz with an area of around 350,000 square metres. This square was to be surrounded by the grandest buildings of all, with the Führer’s palace on the west side on the site of the former Kroll Opera House, the 1894 Reichstag Building on the east side and the third Reich Chancellery and high command of the German Army on the south side (on either side of the square’s entrance from the Avenue of Splendours). On the north side of the plaza, straddling the River Spree, Speer planned to build the centrepiece of the new Berlin, an enormous domed building, the Volkshalle (people’s hall), designed by Hitler himself. It would still remain the largest enclosed space in the world had it been built. Although war came before work could begin, all the necessary land was acquired, and the engineering plans were worked out. The building would have been over 200 metres high and 250 metres in diameter, sixteen times larger than the dome of St. Peter’s.

Towards the southern end of the avenue would be a triumphal arch based on the Arc de Triomphe in Paris, but again, much larger; it would be almost a hundred metres high, and the Arc de Triomphe (at the time the largest triumphal arch in existence) would have been able to fit inside its opening, evidently with the intention of replacing the rather long history associated with this Arch and in particular the unique ceremonies, with reference to the history of France, connected with it, see the French government website on this history.As a result of the occupation of Berlin by Soviet troops in 1945, a memorial was constructed with two thousand of the Soviet dead buried there in line with this proposed ‘Triumphal Arch’. It had been intended that inside this generously proportioned structure the names of the 1,800,000 German dead of the First World War should be carved, that which presumably was known to amongst others the Soviet leaders.

A cautionary tale.