The Timeless Investor
Arie van Gemeren, CFAThe Timeless Investor is where long-term wealth, clear thinking, and contrarian strategy meet. Each week, Arie van Gemeren breaks down real estate, macro trends, and Timeless Principles for serious investors.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 215 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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thetimelessinvestor.substack.comLatest Issues
Two Kinds of Strife
Boeotia, late eighth century BC. A small farm at the foot of Mount Helicon. Two brothers stand before the village basileis — the “gift-eating kings” who serve as local judges — to divide their father’s estate. Perses, the younger brother, h...
Coupons, Binders & the Denominator
Five things worth your attention this week — from The Timeless Investor
Good morning, friends. Three big stories this week. All interrelated.
One: Kevin Warsh officially voted in as the new Fed Chair. Now, the market isn’t reall...
The Ponzi Pattern
This is the companion video to the original article I wrote below for The Timeless Investor.
Enjoy! And subscribe to The Timeless Investor if you haven’t already.
The Timeless Investor is a reader-supported publication. To receive new p...
The Rice Coupon Empire
A class that is paid in something it does not produce will, given enough time, be financialized by the class that does. The mechanism is the forward market. The medium does not matter — rice, dollars, labor, attention. The structure is th...
When Money is a Fiction
This is the companion video piece to a recent article we published on the Great Inflation Series, this time focused on a very modern example. Turkey!
Enjoy!
And if you aren’t already, join us as a subscriber to The Timeless Investor.
S...
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Subscribers, engagement, traffic and sponsorship for The Timeless Investor.
| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Connecting timeless historic principles to modern-day investing. Founder/CEO of a real estate investment and management company with over $160 million of assets. Ex-Goldman Sachs.
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