Barry Ritholtz, who turned bullish right around the March 2009 low and bearish shortly before the “flash crash” in May, is now sitting largely in cash — but says his best guess is that we’re in a “normal” correction, not something more severe. Ritholtz tells Yahoo! TechTicker that he’s 25% in stocks and 75% in cash. Right now, he says there’s a lack of clarity, consensus, and conviction in the markets, and he’s prepared to let the dust settle before making any big moves.