There are rumors floating around that Goldman Sachs may be the suitor for LEH as the FED brokers this deal ala Bear Stearns by absorbing all the bad debt to make the deal more attractive. Goldman of course has denied any interest, which in the world of Wall Street usually means they are first in line.

I would also agree with gwr that the market is currently in a complete state of flux as this financial paradox created by government intervention is now evidenced as mass confusion in the investment community. This will have to eventually resolve itself one way or the other and when it does, gold becomes the currency.