Investment Cycle clock
"I thought that this graphic, by Merrill Lynch, was worth looking at .....
The other thing I thought I might try taking a stab at is how long each portion of the cycle typically lasts. Based only on my observation over time, I might suggest that the cycle has roughly 3,4,2,1 counts. My (un)educated guess is that the recovery portion usually is 3 helpings of time, the boom is 4 portions of time, the slowdown is 2 portions and the recession is 1 portion of time.
Using something like this clock may help you to time your type of investments a little better.
http://confusedcapitalist.blogspot.c...cle-clock.html