Well you're certainly consistent.
http://www.early-retirement.org/forums/f28/short-or-long-correction-going-on-70333.html
http://www.early-retirement.org/forums/f28/anyone-worried-about-the-ukrainian-situation-70888.html
Like many here, I'll just revisit/tweak my AA every few years, and rebalance per my IP as needed. Same as I did in 87, 00, 08 thankfully...
I am sure you've seen all the studies on how unproductive market timing is for 99.9% of investors, but we all do as we see fit. No one is suggesting there won't be a correction, we all know there will be sooner or later, but we also know we can't time our way in and out successfully.
They don't offer any suggestions as to what to do? And of course they won't tell you when to dig up the cash in your backyard (or mattress) and get back in.
No investor with any brains is planning on 10% and 5% real from stocks & bonds, most here seem to be planning on modest real returns. If we get 3.5% and 2.2% real returns from stocks and bonds respectively over our remaining lifetimes, we'll live well and leave a pile to charity.