If Greeks are confused about which political direction their country should take, imagine how investors feel.

Should voters Saturday go right, they assure themselves years of growth-stunting austerity that will be long and painful until the country gets its debt under control.

Should they veer left instead, they run an almost certain risk of being ostracized and ultimately booted from the European Union, possibly able to devalue their way out of debt, but shunned from the global economy and left to fend for themselves.

So with two unappetizing options for the Greeks, market reaction is bound to be ... positive?

Oddly enough, many strategists are hanging their hopes on the notion that an ultimate direction for Greece will give investors some closure and actually lead to a rally.

"The markets have digested an awful lot of the negative implications of the crisis. There's room for positive surprises here," says Rob Lutts, president of Cabot Money Management in Salem, Mass. "When moral hazard becomes evident among countries, we'll be beyond the unknown elements of this crisis."

Of course, not everyone agrees with the best-case scenario, but most everyone in the marketplace has a strategy to deal with whatever becomes of Greece.

Here are four ideas either to capitalize on what's happening in Greece, or to brace against the fallout:

Emerging Opportunities

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