Jim Jubak's latest articles on MSN Moneyhttp://money.msn.com/Read Jim Jubak's latest articles on economic trends, investing, stock tips and hot financial topics.2011 Microsoften-us60Financial writer Jim JubakThe Fed has no endgameWhenever tapering begins, the Federal Reserve will still face the bigger challenge of unwinding its $4 trillion balance sheet. That will shape the market and economy for years to come.Mon, 04 Nov 2013 19:45:00 GMThttp://money.msn.com/investing/the-fed-has-no-endgameinvesting/http://money.msn.com/investing/the-fed-has-no-endgameJim JubakRide this market's last-gasp rallyWith Fed money still rolling in, look for another six weeks of gains as a market that’s already advanced 25% this year melts up. Then get ready: A meltdown could follow.Mon, 28 Oct 2013 19:45:00 GMThttp://money.msn.com/investing/ride-this-markets-last-gasp-rallyinvesting/http://money.msn.com/investing/ride-this-markets-last-gasp-rallyJim JubakWelcome to the 'Dirty Harry' marketThe Fed is no more out of ammo than Clint Eastwood in his prime. And with the economy looking shaky, don't bet that it will pull back on stimulus anytime soon.Mon, 21 Oct 2013 19:15:00 GMThttp://money.msn.com/investing/welcome-to-the-dirty-harry-marketinvesting/http://money.msn.com/investing/welcome-to-the-dirty-harry-marketJim JubakAfter the shutdown, a big rally?Assuming the shutdown ends without disaster, investors can expect a rally into December. But then old worries, like China and the Fed, will creep back in.Tue, 15 Oct 2013 05:00:00 GMThttp://money.msn.com/investing/after-the-shutdown-a-big-rallyinvesting/http://money.msn.com/investing/after-the-shutdown-a-big-rallyJim JubakGet ready for the shutdown's endOdds are, the mess in Washington will be resolved short of an economic collapse. And investors who play it right could even turn a profit. Here’s how to start.Tue, 08 Oct 2013 01:45:00 GMThttp://money.msn.com/investing/get-ready-for-the-shutdowns-endinvesting/http://money.msn.com/investing/get-ready-for-the-shutdowns-endJim JubakNo Washington, no big deal?So far, the U.S. government shutdown (and similar political deadlock in Italy) hasn’t rattled the market. Here’s a look at how much calm we can expect before the storm.Tue, 01 Oct 2013 19:30:00 GMThttp://money.msn.com/investing/no-washington-no-big-dealinvesting/http://money.msn.com/investing/no-washington-no-big-dealJim JubakVolatility ahead: Thank the FedExpect big short-term shifts among markets and assets as traders try to keep cheap money at work by maximizing rewards while limiting risks.Mon, 23 Sep 2013 20:15:00 GMThttp://money.msn.com/investing/volatility-ahead-thank-the-fedinvesting/http://money.msn.com/investing/volatility-ahead-thank-the-fedJim JubakBeware surprises in Fed's taperThe central bank has signaled a gradual reduction of stimulus. But Larry Summers' withdrawal from consideration as Fed chief is a reminder that public events don't always follow a script.Mon, 16 Sep 2013 18:30:00 GMThttp://money.msn.com/investing/beware-surprises-in-feds-taperinvesting/http://money.msn.com/investing/beware-surprises-in-feds-taperJim Jubak10 stocks for a difficult marketStrike a balance between the downside risks of bad news and the upside possibilities if trends break in a favorable direction.Mon, 09 Sep 2013 21:30:00 GMThttp://money.msn.com/investing/10-stocks-for-a-difficult-marketinvesting/http://money.msn.com/investing/10-stocks-for-a-difficult-marketJim Jubak 10 easy currency lessonsTo a greater extent than usual, the movement of currencies is driving the prices of global stocks and bonds and is shaping monetary policies in key emerging markets. Tue, 03 Sep 2013 18:45:00 GMThttp://money.msn.com/investing/10-easy-currency-lessonsinvesting/http://money.msn.com/investing/10-easy-currency-lessonsJim JubakA good time to buy MLPsA modest tapering of the Fed's stimulus could come next month and produce a temporary rally in a variety of income vehicles.Mon, 26 Aug 2013 20:15:00 GMThttp://money.msn.com/investing/a-good-time-to-buy-mlpsinvesting/http://money.msn.com/investing/a-good-time-to-buy-mlpsJim JubakDon't ditch dividend stocks yetYield hunters may be tempted to shun stocks ahead of the Fed's tapering. But companies likely to boost their payouts remain attractive.Mon, 19 Aug 2013 22:45:00 GMThttp://money.msn.com/investing/dont-ditch-dividend-stocks-yetinvesting/http://money.msn.com/investing/dont-ditch-dividend-stocks-yetJim JubakSeptember is stocks' cruelest monthThe market is due for a correction. But even if it gets one, stocks should resume rallying once the immediate crises are addressed. Mon, 12 Aug 2013 17:45:00 GMThttp://money.msn.com/investing/september-is-stocks-cruelest-monthinvesting/http://money.msn.com/investing/september-is-stocks-cruelest-monthJim JubakGet ready for deflationThe recovery from the financial crisis has produced a raft of unintended consequences. Quite possibly the biggest is the absence of inflation and the emergence of deflation.Mon, 29 Jul 2013 19:30:00 GMThttp://money.msn.com/investing/get-ready-for-deflationinvesting/http://money.msn.com/investing/get-ready-for-deflationJim JubakAn unstable recovery built on debt Don't be fooled by the huge run in the US stock market and the rebound in the housing market. The financial crisis never really ended, and its effects continue to roil the global economy.Mon, 22 Jul 2013 16:45:00 GMThttp://money.msn.com/investing/an-unstable-recovery-built-on-debtinvesting/http://money.msn.com/investing/an-unstable-recovery-built-on-debtJim JubakPerfect storm gathering in China?The slowing of the world's second-largest economy is sending shock waves around the globe. Here's what investors need to watch for as they try to stay out of the storm's path. Mon, 15 Jul 2013 18:15:00 GMThttp://money.msn.com/investing/perfect-storm-gathering-in-chinainvesting/http://money.msn.com/investing/perfect-storm-gathering-in-chinaJim JubakWe have a global growth crisisUnderstanding why global economies slowed simultaneously is the first task in devising an investment strategy for the decade ahead. Mon, 01 Jul 2013 23:00:00 GMThttp://money.msn.com/investing/we-have-a-global-growth-crisisinvesting/http://money.msn.com/investing/we-have-a-global-growth-crisisJim JubakMarket already misses BernankeAmid rumors that the Fed chief is on the way out, Wall Street is scared of losing the support Bernanke has been supplying to stocks.Thu, 27 Jun 2013 17:00:00 GMThttp://money.msn.com/investing/market-already-misses-bernankeinvesting/http://money.msn.com/investing/market-already-misses-bernankeJim JubakMarket turmoil hasn't peaked yetIt may be tempting to try to get out front of the rally that would surely come when recent turmoil simmers down. Problem is, trouble is often followed by more trouble. Thu, 20 Jun 2013 22:15:00 GMThttp://money.msn.com/investing/market-turmoil-hasnt-peaked-yetinvesting/http://money.msn.com/investing/market-turmoil-hasnt-peaked-yetJim JubakNext bust creeps a little closerWhile the financial system appears inoculated against a global crisis, emerging markets are increasingly vulnerable. And there's at least one scenario in which a local crunch could trigger a global crisis. Mon, 17 Jun 2013 18:45:00 GMThttp://money.msn.com/investing/next-bust-creeps-a-little-closerinvesting/http://money.msn.com/investing/next-bust-creeps-a-little-closerJim JubakBuying bonds -- after the crashIt's been a scary 6 weeks for anyone who owns bonds, and the long-term outlook for more carnage isn’t great for stocks, either. But the recent sell-off was extreme, so we could see a rally.Mon, 10 Jun 2013 19:45:00 GMThttp://money.msn.com/investing/buying-bonds-after-the-crashinvesting/http://money.msn.com/investing/buying-bonds-after-the-crashJim Jubak3 picks for the rally's last gaspEach of these stocks should get a lift from catalysts expected to kick in before the rally runs its course. Thu, 06 Jun 2013 17:30:00 GMThttp://money.msn.com/investing/3-picks-for-the-rallys-last-gaspinvesting/http://money.msn.com/investing/3-picks-for-the-rallys-last-gaspJim JubakYour guide to this summer's marketThe trend in US stocks appears downward because of expectations of what the Fed will do. But the consensus view is volatile. Here’s how to navigate the turmoil.Mon, 03 Jun 2013 16:15:00 GMThttp://money.msn.com/investing/your-guide-to-this-summers-marketinvesting/http://money.msn.com/investing/your-guide-to-this-summers-marketJim JubakWhat our crash could look likeJapan's 8-day market plunge offers a glimpse into what might happen when the Fed stops pumping money into the financial markets.Thu, 30 May 2013 22:15:00 GMThttp://money.msn.com/investing/what-our-crash-could-look-likeinvesting/http://money.msn.com/investing/what-our-crash-could-look-likeJim Jubak3 stocks for a 3-D future3-D printing is here, and in significant ways it represents the future of manufacturing. But each of the 3 prominent publicly traded 3-D printer companies takes a different path to the future.Mon, 20 May 2013 19:15:00 GMThttp://money.msn.com/investing/3-stocks-for-a-3-d-futureinvesting/http://money.msn.com/investing/3-stocks-for-a-3-d-futureJim JubakIs the market about to go bust?Probably not -- as long as investors are sure central bankers will keep pumping money into the financial system. But keep an eye on fixed-income markets for signs that confidence is waning.Mon, 13 May 2013 22:15:00 GMThttp://money.msn.com/investing/is-the-market-about-to-go-bustinvesting/http://money.msn.com/investing/is-the-market-about-to-go-bustJim Jubak5 'balance-sheet babies' to considerThe use of financial engineering to unleash value is common in the late stages of a rally. The stocks can be tempting targets, but don't ignore valuations. Thu, 09 May 2013 18:45:00 GMThttp://money.msn.com/investing/5-balance-sheet-babies-to-considerinvesting/http://money.msn.com/investing/5-balance-sheet-babies-to-considerJim JubakWill the age wars bankrupt us?Underlying all our recent global crises is the issue of an aging population. Yet we're refusing to fund the growth and productivity our economies need.Mon, 06 May 2013 18:00:00 GMThttp://money.msn.com/investing/will-the-age-wars-bankrupt-usinvesting/http://money.msn.com/investing/will-the-age-wars-bankrupt-usJim Jubak10 stocks to own for the long termBuy and forget is not a viable strategy in a volatile market. But with periodic tweaking, a portfolio can capitalize on long-term global trends. Thu, 02 May 2013 18:30:00 GMThttp://money.msn.com/investing/10-stocks-to-own-for-the-long-terminvesting/http://money.msn.com/investing/10-stocks-to-own-for-the-long-termJim JubakCharting a course for rest of 2013With the market seeming to defy gravity, investors are caught between betting on a pullback or hoping the rally will run on. More prudent is a small-ball strategy capable of delivering returns with a modicum of risk. Mon, 29 Apr 2013 19:45:00 GMThttp://money.msn.com/investing/charting-a-course-for-rest-of-2013-1investing/http://money.msn.com/investing/charting-a-course-for-rest-of-2013-1Jim Jubak5 strong stocks from stealth marketsThe once-hot markets known as the BRICS -- Brazil, Russia, India, China and South Africa -- are cooling off. So you'll find the best plays in economies just starting to emerge.Thu, 25 Apr 2013 22:15:00 GMThttp://money.msn.com/investing/5-strong-stocks-from-stealth-marketsinvesting/http://money.msn.com/investing/5-strong-stocks-from-stealth-marketsJim Jubak10 picks for a correction, revisedMuch has changed in the 2 months since Jubak assembled a list of stocks to buy on a market correction. Some new names now appear on the list. Mon, 22 Apr 2013 17:15:00 GMThttp://money.msn.com/investing/10-picks-for-a-correction-revisedinvesting/http://money.msn.com/investing/10-picks-for-a-correction-revisedJim JubakHow to profit from China's slowdownSlower growth in China is intentional, and aimed at avoiding a speculation-fueled crash. Investors can still benefit.Thu, 18 Apr 2013 22:45:00 GMThttp://money.msn.com/investing/how-to-profit-from-chinas-slowdowninvesting/http://money.msn.com/investing/how-to-profit-from-chinas-slowdownJim JubakMost likely market-bust scenarioAll that central bank cash sloshing through the global financial system is creating asset bubbles that have developing nations on edge -- and poised to hit the economic brakes.Mon, 15 Apr 2013 17:30:00 GMThttp://money.msn.com/investing/most-likely-market-bust-scenarioinvesting/http://money.msn.com/investing/most-likely-market-bust-scenarioJim JubakWill a strong dollar kill the rally?Moves in Japan and the eurozone are likely to boost the dollar's relative strength over the near term, driving down commodity prices.Mon, 08 Apr 2013 18:45:00 GMThttp://money.msn.com/investing/will-a-strong-dollar-kill-the-rallyinvesting/http://money.msn.com/investing/will-a-strong-dollar-kill-the-rallyJim JubakThe perils of cheap moneySupply and demand for major commodities are out of whack, thanks to easy money policies. And that creates opportunities for savvy investors.Thu, 04 Apr 2013 20:30:00 GMThttp://money.msn.com/investing/the-perils-of-cheap-moneyinvesting/http://money.msn.com/investing/the-perils-of-cheap-moneyJim Jubak9 infrastructure plays to make todayThe continuing build-out of the Internet offers investment opportunities, and money is starting to pour into repairs of the nation's highway network.Mon, 01 Apr 2013 17:15:00 GMThttp://money.msn.com/investing/9-infrastructure-plays-to-make-todayinvesting/http://money.msn.com/investing/9-infrastructure-plays-to-make-todayJim JubakAfter Cyprus, no money pool is safeInvestors and depositors want certainty that their accounts are secure. But if one indebted country can confiscate the money, what's to stop others?Thu, 28 Mar 2013 16:15:00 GMThttp://money.msn.com/investing/after-cyprus-no-money-pool-is-safeinvesting/http://money.msn.com/investing/after-cyprus-no-money-pool-is-safeJim JubakWhat happened to inflation?There are scenarios that could cause inflation expectations to run amok. But even in a worst case, investors assume they'll have time to move to the exits.Mon, 20 Aug 2012 14:45:00 GMThttp://money.msn.com/investing/what-happened-to-inflationinvesting/http://money.msn.com/investing/what-happened-to-inflationJim Jubak