The Dow Jones Industrial Average (DJINDICES:^DJI) has hit record highs lately, but another formerly highflying industry has recently started to drop. Could it indicate an impending slowdown?

In the following video, Fool markets analyst Mike Klesta talks with contributor Dan Caplinger about a new threat to the stock market and whether investors should worry.

Fool contributor Dan Caplinger has no position in any stocks mentioned. Mike Klesta has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.