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DC Lite #414
"The bull market that started in October 2022 is now 33 months old and good for an 84% gain"
Daily Chartbook
August 05, 2025
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Welcome back to DC Lite: Daily Chartbook’s free, entry-level newsletter containing 5 of the day’s best charts & insights.
1. Redbook. Same-store retail sales rose by 6.5% YoY (a 3-month high) in the week ending Aug 2 (4.9% prev).
2. Central banks vs. gold. "Central banks reported 22t of net gold purchases in June … Demand saw a modest m/m increase for the third consecutive month."
3. Performance vs. short interest. "The 100 most heavily shorted stocks in the Russell 3,000 are now up 66.5% since the 4/8 low versus 29% for all stocks and 14% for the 100 least shorted."
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4. Buyback announcements. "US companies announced share repurchases totaling $166 billion last month, the highest dollar value on record for July ... For the year, announced buybacks stand at $926 billion, which is $108 billion ahead of the previous year-to-date record set in 2022."
5. Cyclical bulls. "The bull market that started in October 2022 is now 33 months old and good for an 84% gain. The median is 30 months and 90%. That 'bear scare' in April did not knock the trendline off course, even though it sure felt like it at the time."
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