Technology and health care stocks have dominated the markets so far this year, while stocks in the energy sector have lagged.
John Eade, president of Argus Research expects a cooling off of tech stocks in the second half.
"I'm not going to say [the tech sector is] in a bubble yet, but it's moving in that direction," he said. "I think the valuations are becoming a bit stretched, so I could see a bit of a pullback in tech."
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This video was originally published on June 27.