Now I need to learn more about the economic and business cycle as well AND how to identify and recognize the signs to look for that the sector rotation is taking place.

Thanks for the useful information; I did not know this.
Sector Rotation
Key Takeaways
In the context of developing countries, sector rotation refers to the cyclical boom and bust of different sectors in the stock market due to the movement of capital.
In the capital market of developed countries, sector rotation often synchronizes with an economic cycle, with different asset classes delivering varying performance.
Investors can anticipate sectors that tend to outperform the others based on ...

Good information.
Stock fundamentals matter because analyzing stock fundamentals is a method of determining a stock's real or "fair market" value.
Various fundamental factors can be grouped into quantitative fundamentals and qualitative fundamentals.
The concept of value investing is pretty simple: you buy stocks for less than their underlying values.
While the concept is simple, it is not easy to figure out the value of a company.
So that's why stock fundamentals matter——Analyzing stock f...

The Citigroup team led by Chris Montagu suggests that the large consensus positioning in Nasdaq-100 futures is a risk that could amplify a turn in the market, given that many investors are only sitting on an average profit of 2.8%.