Good data analysis may be, but would one invest on the basis of these cycles?
Yes, it a company is cheap, good financials and was done because the sector was ignored, may be a cycle may give it a new opportunity. For example, great for many investors of reality now. But would I dip my hand in the boiling cauldron? No.
In fact, what I did was, I bought auto when there was semi-conductor crisis.
I had to buy Rail, Infra, because they were in upcycle and I was suffering from a serious bout of FOMO.
So, may be there is no The Rule?
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