The knee-jerk response of many #akleg: we need more gov't services (K-12, child care, etc).

Our response: #WhoPays?

Theirs: PFD cuts.

Ours: Ah, the death spiral. Killing the patient (by reducing the income of middle-income #AKfams even more) to "save" them.

buff.ly/vHZxEQL

The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's. #akleg

* 5-yr: S&P 13.99% v PFC 6.11%
* 3-yr: S&P 23.57% v PFC 9.89%
* 1-yr: S&P 17.36% v PFC 10.37%

The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg

FY27:
> Spring RF: $75
> Avg FYTD: $90
> +Futures: $97 (+$1.09bn)

FY28-36:
> Spring RF: $71
> Futures: $73 (+$105mil)

“Political dynamics” caused by Trump’s Iran War? Since when is it South Koreas job to make #AKLNG happen? More blatant lies. If Trump wants this so bad he can pay for it. I’m sure he’s skimmed $54B and put it away somewhere just waiting for an opportunity like this. #akleg #akelect

This Wk's Top 3 P'cast | Was there any real progress last week on #AKLNG, diving deeper than the press releases on the APFC’s performance & the House Majority proves again their “concern” about working #AKfams is a stage prop. #akleg https://bgkeithley.substack.com/p/the-weekly-top-3-1052026

Overheard in Fairbanks on Local Election Day:

👎 “are the midterms today?”

👍 “did you vote for the ones endorsed by fireweed, the unions, and planned parenthood?”

#Fairbanks #Alaska #AkLeg #AkElect

14,000 Alaskan jobs on the line to outsourcing because Dunleavy. #akleg

This Week's Column| Some cite Medicaid and a couple of other cherry-picked programs to rationalize using only PFD cuts to close the state’s ongoing deficits. We explain why the argument is deeply flawed. #akleg https://bgkeithley.substack.com/p/the-friday-column-a-few-cherry-picked

Absolutely the right choice from the @alaskabeacon.com . Landfield is a loud misogynist who publishes gossip without integrity. It is very disappointing to see other news outlets platforming him, including the new Anchorage Press :/// #AkLeg

Alaska chatbots stick with Sullivan for Senate, even as markets move further toward Peltola

https://votingmonitor.org/races/AK-SEN/

@marypeltola.com #akleg

The 8:35a Chart| Given the importance of Permanent Fund returns to #AKrev levels, we have developed a second morning chart comparing the S&P 500 5-, 3- & 1-yr returns to the PFC's. #akleg

* 5-yr: S&P 13.95% v PFC 6.11%
* 3-yr: S&P 23.82% v PFC 9.89%
* 1-yr: S&P 17.11% v PFC 10.37%

The 8:30a Chart| For reference, we publish daily (ex-Su) running avgs of FY27-36 $$ANS, Brent & WTI actuals + futures. Projected revs are +Futures v. SPRING26 Rev F'cast. #akleg

FY27:
> Spring RF: $75
> Avg FYTD: $90
> +Futures: $97 (+$1.06bn)

FY28-36:
> Spring RF: $71
> Futures: $73 (+$66mil)

The Tuesday Chart| #akleg Given Southcentral winter service concerns, we have started a new weekly chart tracking the current status of the two commercial Cook Inlet gas storage fields, based on the public dashboards each maintains, as well as the most recent aggregate (all fields) DNR Dashboard.

#akleg Good reminder, don't get your elections news from AI.

Fairbanks and Juneau voters, THIS TUESDAY is local Election Day! Local elections often come down to a handful of votes. Make yours count.

plannedp.info/ak-endorseme...

#Alaska #AkLeg #AkElect #AlaskaSky #VoteLocal

This Wk's Top 3| Was there any real progress last week on #AKLNG, some repeat #APFC press releases but we look at the numbers & #akleg D/I's want "investment" in K-12 paid for mostly on middle-income #AKfams. T'row, 6:05a on the Michael Dukes Show at https://www.facebook.com/share/1Eokzn8ieA/

What on earth are we doing here?

Touting her disloyalty as some kind of virtue? All but promising to be the next Manchin or Sinema? Why even run as a Democrat?

I hate this campaign so much.
#akleg #akelect