BTW, found the book I have on business cycles: "Investing for Profits in the Eighties - The Malabre Business Cycle System" Alfred L. Malabre, Jr., 1982, ISBN 0-385-17047-5.
I recommend it, not just because it is well written and he used to be a news editor for the Wall Street Journal, but because he explains his personal journey in the investment world and does it quite well.