A nauseating pattern of rallies and crashes has plagued the capital markets over the past year. Investment returns should be driven by fundamentals, but instead are being driven by the news flowing out of Europe, the epicenter of the current financial crisis. And with an impending crisis looming in Japan and close on its heels another originating in America, investors have caused investors to recoil. The new normal isn't buy and hold-it's shuck and jive. In his lively talk, John Stephenson, an award-winning portfolio manager will tell you where the greatest opportunities are and how to profit.

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