Editorial companion

What stands out

Andrew Arons told Schwab Network he does not expect the usual September spike in volatility, yet he still wants cash parked for a pullback and named Apple (AAPL) and Netflix (NFLX) as buys. That matters because it exposes a common investor dilemma: Apple is trading with momentum despite slow year-over-year (YoY) fundamental growth, while Netflix shows double-digit top-line and profit acceleration but lacks short-term price leadership. The segment is a tidy reminder to balance momentum and fundamentals instead of betting only on one signal.