sean duffy, byron donald, liz mcdonald and dan heninger are here among many others. it is thursday july 8th, "varney and company" about to begin. ♪♪ ashley: get ready. the temptations, classic band group. good morning, blue skies in new york city. tropical storm elsa in whatever form she comes heading to the northeast. check futures, plenty of red, the dow off 520 points, same story for the s&p and nasdaq. let's bring in our good friend, dr barton. we have a selloff this morning. i know you are a bull, does this were your is it just a blip on the radar? >> i will go with blip on the radar. you covered a lot of things going on, you had the bond yields dropped yesterday and a lot of people on the equity side are very much in tune with what the bond market is telling us when yields go down and bond prices go up, bond traders looking at a less robust economic recovery so i think the market, we just hit 7 straight record highs, everything was zooming up, very natural to have a little pull back, not scared at all. ashley: the rotation back in full force. how long does that