Thursday links: a smartphone replacement

MarketsBig changes in market structure are afoot including 'Retail has become the structural bid.' (citadelsecurities.com)Ten charts going into the second half of 2026. (bilello.blog)Some market insights including 'Since the end of 2024, the South Korean index is up 339.5% total return.' (novelinvestor.com)ETFsThe iShares Nasdaq 100 ETF ($IQQ) has launched. (thedailyupside.com)Do leveraged ETFs represent a systemic risk? (advisorperspectives.com)TechnologyWhat it means to work alongside humanoid robots. (wsj.com)Technology is coming for your eyes. (asymco.com)Why a keyboard is an inferior way to interact with AI. (spyglass.org)CompaniesThe new Paramount ($PSKY) is going to be debt-laden. (wsj.com)Nvidia ($NVDA) is trading at lesss than 20x foward earnings. (msn.com)Is Buc-ee's a tad too litigious? (wsj.com)Prediction marketsCongressional staffers are still trying to bet on elections. (npr.org)How two sharps make money in prediction markets. (podcasts.apple.com)Stay in touchDon't m