E222 - California May Have Finally Crossed the Line for Investors - 222

This week on Investing with GoodLife Housing Partners — markets opened 2026 with conflicting economic data, escalating political risk, mounting real estate distress, and renewed questions about whether California is pushing capital past the breaking point.

Macro Reality Check — Jobs growth revised downward, unemployment jumped to 4.6%, CPI surprised to the downside, and GDP printed strong — but driven largely by consumer and government spending rather than private investment. Is the economy cooling beneath the headline numbers?Political Shockwaves — From the unprecedented detention of Venezuela’s president to rising geopolitical rhetoric, global uncertaint...