Yearly Archives: 2025
Brrrr, Don’t Blame the Weatherman for the Weather
In my conversations with you this week, we’ve talked about Liberation Day and the weather. It’s cold out there, and it’s a cold reality...
OVERHEATED FEES: States Peak Under the Hood at Private Equity
Over the last couple of decades or so, state pension funds have become increasingly entwined with private equity funds, relying on them in times...
Funding Students, Not Schools
Are states and towns in the business of funding institutional schools and all the infrastructure and administrative costs that go with them, or funding...
Happy Liberation Day
Congratulations, President Trump, and hooray for liberation day. The world was watching, which is why Trump’s message that he's watching out for you is...
Will State Pension Funds Get Over the Cash Hurdle?
You have read in the past that Your Survival Guy is not keen on state pension funds that outsource their investing responsibilities to hedge...