There has been some interesting work coming out of Goldman Sachs (GS) as of late and we wanted to take a moment to highlight the latest piece we've stumbled across. If you missed it, make sure you check out Goldman's hedge fund trend monitor where it identifies portfolio holdings across the hedge fund universe as well.

Turning now to another recent report, we examine Goldman's piece entitled 'State of the Markets.' Members of Goldman Sachs' sales/trading desk have compiled possible current long & short strategies they are seeing in the markets. They touch on tradable themes and various other market opportunities. In particular, they focus on the topics of commercial real estate, balance sheets of public companies, Japan, the consumer and retail, as well as commodity and event-driven opportunities. Keep in mind that these thoughts do not reflect an official view of Goldman Sachs and are solely those of the sales/trading authors.