Democrats are already counting their electoral chickens for the midterms — but their unwillingness to lay out a clear agenda may be about to hand the party their second devastating defeat in two years.

Everyone is playing the Special Election Game. Tea-leaf readers are obsessed. Does last November's Democratic win in the Virginia governor's race presage a Blue Wave or was it simply a reflection of ongoing red-to-purple demographics? Should we be surprised that Alabama sent a Democrat (albeit a conservative one) to the Senate — or that he nearly lost to an alleged pedophile? What about the latest contest in Pennsylvania — would a Democratic upset in a GOP congressional district spell the beginning of the end for Donald Trump? Or nothing much at all?

Every midterm election is characterized as a referendum on the incumbent president. But the polarization vortex that is this unique president has raised the stakes far beyond the usual handicapping parlor game.