EXCLUSIVE: Why I’m Ignoring Wall Street’s 2026 “Buy” List

Ignore the Hype, Follow the Math Instead

Jan 08, 2026

∙ Paid

I’ve spent the morning digging through the latest FactSet dump and the fresh InvestingPro snapshots, and I’ll be honest: the level of optimism for 2026 makes me itch. We are seeing a 57.5% Buy rating consensus across the S&P 500—the highest since the 2022 peak. When everyone is on one side of the boat, I start looking for the life rafts.

Table of Contents
The Signal
The Data Check (InvestingPro Integration)
Microsoft (MSFT)
Amazon (AMZN)
Iggy's Verdict
My Action Plan
Disclaimer

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