Tax break one of the 'sacred cows' being eyed by lawmakers
Bond strategist looks beyond the Fed to explain market's volatility
But gridlock in Washington may save the day, say industry watchers
Market strategist is positive both on gold and stocks
Lousy performance could mean more volatility, observers say; 'that's how these things get legs'
Moved clients out of long bonds months ago; 'running in front of a steamroller'
