You are right on both counts.
1) Mexicans are not predisposed to misogyny.
American men (including Mexican-American men but not just them) have been sold on this idea that they're being deprived of something and the culprit is liberals. From there they get radicalized into blaming society and feminism and everything the minister of culture tells them not to like. THAT is the only "big tent" in modern American politics. The DNC and Texas Dems are perpetually stuck in 2004, which could be why they thought it was so cool to have Dick Cheney's endorsement.
Can they be won back? I don't know, at this point it doesn't feel like it but I feel like two years of incompetency may be enough to peel a few people off. It depends what happens with the economy.
2) Kamala was wishy-washy on policies and came off as inauthentic.
I think sexism was an obstacle for her, but you're right that it wasn't why she lost. Unlike Hillary's coronation in 2016, the Dems had no option but Harris when the Biden disaster hit them in June. I put that failure to plan squarely at the feet of the DNC, which is why Jaime Harrison, his entire coaching staff, the coaching tree from which he came, and all coaching trees tainted by its influence, need to be fired. They should have known in 2022 that Biden was unfit to run again, but their arrogance not only allowed it to happen but even more damningly allowed it to happen without a viable backup strategy.
Instead, they had to scramble, and they realized there was no way it could be anyone but Kamala Harris. That's what VPs are for, after all.
Kamala tried to play it extraordinarily safe on policies. Tried to please everyone at the same time, and it seems nobody found it credible.
On the campaign trail, her overdependence on canned responses eroded all of the enthusiasm she had built up from the debate, which in retrospect was probably where her campaign peaked.
Unless people's lives are being directly impacted on a daily basis in the form of lockdowns and deaths, making "Trump Bad" the foundational message of your campaign is just not going to work. First, people either disagree (Trumpers) or don't care (Idiots) or don't care enough (Selfish Assholes) for it to change their votes. No Selfish Asshole in 2020 was going to vote for the anti-science, no-end-to-COVID-in-sight candidate, but without that to worry about in 2024, why would any Selfish Asshole pick Kamala? Second, by going all-in on "Trump Bad," you've just handed him the steering wheel of both campaigns. Everything you're doing is a reaction to what he's doing. Just a recipe for failure.
I really wanted to be wrong. I bought into the polls and the other indicators. Maybe he was just that bad of a candidate that the polls and conventional wisdom would be right. That people were sick of his shit, and so sick of it that not even the DNC could fuck this up.
But what I wanted isn't true, and what's true isn't what I wanted. The DNC fucked it up.