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Analyze a cyclical business - locate where it sits in its cycle (with evidence), normalize its earnings vs peak/trough, run the P/E inversion that trips up naive valuation, read the structural top/bottom tells, and end in a disposition framed as thinking (never buy/sell). A decision-support thinking tool, not financial advice. A standalone skill, independent of /munger and /investment-checklist. Use when the user invokes /cyclicals, says "analyze this cyclical", "where is X in its cycle", "normalize earnings for X", "is it time to buy cyclicals", or pastes a cyclical business (commodity, metals, semis, autos, housing, shipping, airlines, chemicals, paper) to think through.