Meet INO.com Contributor - Noah Kiedrowski

Founder of stockoptionsdad.com - a venue created to share investing ideas and strategies. I am a leading author and contributor on several crowd-sourced financial websites, namely Seeking Alpha and INO.com. My area of emphasis is geared towards the overall healthcare industry (i.e. biotechnology, health insurers, large pharma, pharmacy benefit managers and pharmaceutical wholesalers) highlighting sector […]

Worst First-Half Since 1970 - Time To Capitalize?

This has been the stock market’s worst first-half in over 50 years with inflation serving as the main culprit and a slew of ancillary pressures from China’s Covid lockdowns and the Ukraine/Russia conflict. Through the first six months, no sector has been immune from the breath and reach of this bear market. The S&P 500, […]

Rising Rates: Financials Will Greatly Benefit

The Federal Reserve raised interest rates by 75-basis points at its most recent meeting and forecasted that a similar rate hike could on the table in July. These efforts are necessary to stamp out the persistently high inflation throughout the economy. The most recent 75-basis point rate hike was the largest since the 1994 rate […]

Window of Opportunity - Valuations Below Pre-Pandemic Highs

Window of Opportunity Six months of relentless and indiscriminate selling has roiled the markets. This selling has reduced the frothy pandemic induced run-up in stocks back to pre-pandemic levels. In many cases stocks are trading well below the pre-pandemic highs. Stocks are now presenting a window of opportunity for long-term investors at this juncture. With […]

Taming Inflation - Tough Action Needed

Curbing Inflation - The Priority Rolling back inflation is an absolute necessity before these markets can start to turn back this tide of relentless selling. The process of curbing inflation will not be quick, nor will it be an easy feat. A delicate balance must be exercised to curb inflation via rising rates while not […]