It is all the rage to bash Karl Rove these days, to pretend he did not recognize these trends. That ignores the reality that Karl Rove spent decades trying to woo Latinos into the GOP camp. Immigration reform was Rove's attempt to thread the needle of between the extreme elements of the GOP coalition and the Latino electorate. The extreme elements blocked him. Now the GOP has no way out. Democrats will win Latino voters by 2-1 going forward. Couple that with increased African American participation and Democratic lean and the Republican Party has no where to go. It is a regional party (Southern and isolated Republican states like Utah) precisely because that is the only region where Republicans can run up the margins among white voters necessary for them to win.
Demography is political destiny. Latino share of the vote increased this year and will continue to do so. More importantly, Latinos are now solidly in the Democratic camp and that will accelerate as well (younger Latinos are more Dem than older Latinos). African American participation increased and it too became more Democratic. Other minority participation also increased and became more Democratic. This too will also continue.
Since 1964, the Republicans have pursued an "Angry Whites" Southern strategy. And it was exceptionally successful. It culminated during the Reagan years and lived on to Newt Gingrich. George Bush needed to appeal to Latinos as well to squeak by to victory in 2004. Last night, Chuck Todd said that the Democratic ceiling still is in the 53% range. I think that is true - for now. But Todd argued that the Republican ceiling is higher. He is wrong. At this point, it is hard to imagine Republicans getting more than 50% of the vote. To wit, if everything breaks perfectly for the Republicans, they can barely win the Presidency. And as for regaining the Congress, that is impossible for the Republicans now. There simply are not enough seats where they are competitive to do so. Consider the Senate. Right now there are 3 Senate seats that will almost certainly become Democratic when the current Republican holder retire - Specter in Pennsylvania and Snow and Collins in Maine. The only Dem seats that are comparable are Landrieu in Louisiana, Pryor and Lincoln in Arkansas, Tester and Baucus in Montana, Conrad in North Dakota and Tim Johnson in South Dakota. Landrieu just won a close race, Pryor ran unopposed, Johnson and Baucus ran and won against token opposition. Tester is not up again until 2012.
In short, the Emerging Democratic Majority is now a reality. It has emerged.
By Big Tent Democrat, speaking for me only