Any thoughts on this? considering to add new assets to my po...

TimGeiger : Several theories on this - first and foremost PMI is a lagging indicator so no surprise. I’ve positioned myself under the assumption that what we’ve seen from 2015-2019 was initially hyper valuations across nearly every asset classes (which was rightly justified imo as we continue to see earnings beats through Q4 2020) followed by brief panic but acceptance of core fundamental growth YoY.