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Budgets & Fiscal Policy

California's structural deficit has hit $20–30 billion annually, with state spending growing 70% since the pandemic against only 60% revenue growth — and the nonpartisan Legislative Analyst's Office now says the imbalance is unsustainable. The fiscal rot runs deeper than budget math: billions vanished in pandemic unemployment fraud that the state still hasn't accounted for, a San Francisco equity official just faces 19 felony counts for allegedly steering millions to her partner's nonprofit, and Oakland's council is seeking a 125% raise despite a $100 million deficit and 48-minute 911 response times. Meanwhile, California is on track to lose nearly a million public school students by 2031 — a sign that families are drawing their own conclusions about what the spending has actually delivered.

The Deficit California Can't Tax Away
Budgets & Fiscal Policy Asset Seizure Taxes

The Deficit California Can't Tax Away

May 07, 2026 · 6 min read

The state's own nonpartisan analyst says spending outpaced revenue by 10 points. More taxation won't solve the problem.

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California Will Lose a Million Students
Housing & YIMBY Merit & Excellence

California Will Lose a Million Students

April 23, 2026 · 6 min read

Federal data projects a 15.7% enrollment collapse by 2031, the worst of any major state. Meanwhile, Idaho and Florida are growing. This isn't inevitable—it's what happens when the cost of housing skyrockets and the quality of education declines.

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Oakland's Council Wants a 125% Raise. Here's Their Record.
Budgets & Fiscal Policy Public Safety & Policing

Oakland's Council Wants a 125% Raise. Here's Their Record.

March 29, 2026 · 4 min read

A $100M deficit, 509 cops, 48-minute 911 waits, a recalled-and-indicted mayor. And now the council wants more money.

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Lurie's Charter Reset Is a Masterclass
SF Politicians State Capacity

Lurie's Charter Reset Is a Masterclass

March 06, 2026 · 5 min read

SF's 540-page city charter is the longest in the country, and it was built to protect insiders. Lurie is finally tearing it apart.

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$127 Billion for One City. Worse Outcomes Than Houston.
Budgets & Fiscal Policy Housing & YIMBY

$127 Billion for One City. Worse Outcomes Than Houston.

February 23, 2026 · 4 min read

Fareed Zakaria just said the quiet part out loud: blue cities are out of control. But San Francisco might actually be charting a different course.

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Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure
Techno-Optimism Budgets & Fiscal Policy

Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure

February 22, 2026 · 5 min read

Housing NIMBYs already took 36% of GDP. Now the same playbook is blocking the AI economy. The states that figure out how to share the upside will win the future.

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