Monday links: the proper role of tools

MarketsWhy investors are focusing on companies that AI can't disrupt. (downtownjoshbrown.com)Why memecoins failed. (howardlindzon.com)CompaniesNvidia ($NVDA) is the biggest company in the world. Most consumers don't know its name. (spyglass.org)How Dollar General ($DG) took over rural America. (quartr.com)A profile of Constellation Brands ($STZ). (fiscal.ai)Fund managementThe ETF market is now a free-for-all. (wsj.com)The case against concentrated funds. (evidenceinvestor.com)How Blue Owl ($OWL) came to be at the center of private debt worries. (finance.yahoo.com)EconomyWhat companies are saying about the economy. (thetranscript.substack.com)How an aging America affects the housing market. (awealthofcommonsense.com)Some signs the economy is slowing. (bonddad.blogspot.com)Earlier on Abnormal ReturnsAdviser links: supercharged learning. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (abnormalreturns.com)Don't mi