I have a tendency to look at cycles in all things. Life is full of them like the seasons. It transitions from one to another, not halting or slamming into the next. We need to apply these same natural approaches as well. This even applies to catastrophes and storms as well. But keeping it simple, think of it as a circular ride. Where do you want to get on? I have found with my time on this planet that my body also cycles in this circular pattern. This is influenced by environmental as well as many other stimuli in our day as well. Bulking or cutting when the body is primed so to speak, I have had my best results. Not to say you can't cut or bulk when you want, just speaking of optimum timing if it can fit ones goals. Obviously those that are required to perform or show or compete we are talking a horse of another color.
Learn what your body teaches you. Take advantage of this knowledge to exploit your process, be it bulk or cut. One might relate this to managing your diet while ill or recovering in some manner. Those that instinctively adapt their diet I believe understand these cycles or tides with in us.