On The Tape with Danny Moses Bourbon and Charts with Carter Worth
May 13, 2026
Carter Worth, charting veteran from Worth Charting with decades on Wall Street, joins for a spirited Bourbon & Charts conversation. He breaks down stretched semiconductors, NVIDIA’s market role, gold and metals setups, rising yields, and a bullish case for oil and energy names. Short, sharp takes on volatile small caps, retail weakness, Tesla’s erratic behavior, and selective stock-picking close out the discussion.
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Gold Peaks Show Miner Rotation To Cheaper Names
- Gold and gold miners show wedge/converging trend lines after large runs; Carter calls gold a 'champion on the ropes' implying high vulnerability.
- AEM is underperforming GDX and Newmont, signaling leadership rotation into cheaper miners.
Silver Looks More Convincing Than Gold Right Now
- Silver and copper are the 'spicy' industrial metals; silver looks stronger than gold and copper shows attractive technical setups despite recent volatility.
- Carter notes dollar strength and grains interplay with metals moves and that silver had a big day recently.
Yields Need Big Move To Break Goldilocks Narrative
- U.S. 10‑year yields have been range‑bound and must clear much higher (near 4.5%–5%) to meaningfully upset market 'Goldilocks' multiples.
- Carter notes a prior media peak in 'higher for longer' talk coincided with the last yield highs and that tiny intraday spikes above 5% didn't stick.