Mastodawn

PFD Estimates| Monthly, as information becomes available, we post the most recent projections of gross PFD levels over the current forecast period under 5 alternatives: statutory, POMV 50/50, POMV 33/67, POMV 25/75, and "Leftover." #akleg

AKs 4 Sustainable Budgets 2h ago

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

* 5-yr: S&P 11.06% v PFC 8.04%
* 3-yr: S&P 19.69% v PFC 8.94%
* 1-yr: S&P 18.34% v PFC 12.43%

AKs 4 Sustainable Budgets 2h ago

The 8:30a Chart| To provide context to current $$oil, we publish daily (ex-Su) a running avg of FY26-32 $$ANS, Brent & WTI actual+futures. Projected ANS v. SPRING26 rev F'cast:

> FY26 ⬆️ $2 (+$88mil UGF)
> FY27 ⬆️ $9 (+$395mil)
> FY28-32 ⬆️ $3 (avg annual +$103mil)
#akleg

AKs 4 Sustainable Budgets 3h ago

This Wk's Top 3 P'cast | The House debate over the funding source for the FY26 Supplemental, the House Majority tries again to Orwellianize the term “fiscally responsible” & the issues around the competing LNG import projects. #akleg https://buff.ly/6i6mbRs

The Weekly Top 3 (3.16.2026)

The House debate over the funding source for the FY26 Supplemental, the House Majority tries again to Orwellianize the term “fiscally responsible” & the issues around the competing LNG import projects

Alaskans for Sustainable Budgets

AKs 4 Sustainable Budgets 23h ago

This Week's Column| SFIN is proposing to change the percent-of-market-value draw rate. In this week's column, we discuss the modifications that are needed to better protect both future generations and the PFD. #akleg
https://bgkeithley.substack.com/p/the-friday-column-thoughts-on-changing

AKs 4 Sustainable Budgets 1d ago

The House Majority's use of the term "fiscally responsible" is Orwellian. Proposing additional spending without proposing offsetting revenues - and #WhoPays those revenues - is the opposite of "responsible", it's irresponsible. #akleg https://buff.ly/B5t24GF

AKs 4 Sustainable Budgets 1d ago

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

* 5-yr: S&P 11.07% v PFC 8.04%
* 3-yr: S&P 19.15% v PFC 8.94%
* 1-yr: S&P 18.81% v PFC 12.43%

AKs 4 Sustainable Budgets 1d ago

The 8:30a Chart| To provide context to current $$oil, we publish daily (ex-Su) a running avg of FY26-32 $$ANS, Brent & WTI actual+futures. Projected ANS v. SPRING26 rev F'cast:

> FY26 ⬆️ $2 (+$79mil UGF)
> FY27 ⬆️ $8 (+$314mil)
> FY28-32 ⬆️ $2 (avg annual +$70mil)
#akleg

AKs 4 Sustainable Budgets 1d ago

This Wk's Top 3| The debate over funding the FY26 Supplemental, the House Majority again demonstrates it doesn't know what "fiscally responsible" means & the competing LNG import projects. #akleg T'row, 6:05a on the Michael Dukes Show at https://www.facebook.com/share/1HCVU1k2d3/

AKs 4 Sustainable Budgets 1d ago