Hm, that's a good idea, but I don't think it's really applicable here. Bitcoin/currencies are not necessarily cyclical (it's very possible for constant rise or constant value of zero) though so I think this train of thought will not get you anywhere.
I think a better question is: what coins are not affected by Bitcoin price?
To me I think any coin that has actual function and real world use will not be affected much.
Thanks currypto, thats very valid, I guess thats what I was getting at, you just expressed it better than me!
Any speculative recommendations?