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I found the webinar very informative and interesting.
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I just cannot imagine though thinking about using monthly/seasonality data to effect trades - as I imagine this data is so full of "noise" that it may really not be statistically valid. Just because the data says so - it might have been tortured enough to confess.
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It's always enjoyable to listen to Craig speak about the benefits of diversification and the 7/12 portfolio. The first half of the presentation was very academically-oriented and a bit dry. The second half was much more practical and useful in everyday applications. I understand that Craig needed the first half to lay the groundwork for the second half, and he said as much. That being said, it was another good webinar and every time Craig does the 7/12 review, I learn something new.
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Interesting and timely material.