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 | 240 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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thetimelessinvestor.substack.comLatest Issues
The Lost Decades, Reconsidered
The Timeless Investor | Wednesday Deep Dive
In 1991, the richest man in the world was a soft-spoken Japanese business professor who had not developed a single major building until he was past fifty.
His name was Taikichiro Mori. He had sp...
The 2,000-Year-Old Ethics Test That Most Modern CEOs Fail
On a December morning in 43 BC, the citizens of Rome walked into the forum and found two hands and a head nailed to the speaker's platform. The placement was curated. The hands were nailed up because they were the hands that wrote the lette...
The Great REIT Massacre of 1974
On a Thursday in the spring of 1974, the largest real estate investment trust in America mailed its shareholders a dividend check.
The Chase Manhattan Mortgage and Realty Trust — Chase’s name over the door, Chase’s people advising it, Ch...
The 1797 Gold Shock
How a British banking crisis broke America's early real estate moguls—and the 5 stress tests that separate sovereign investors from forced sellers.
Banking crises are as capitalistic as hotdog and baseball games are American. It is simply...
Oil, Odds & the Master's Eye
The Timeless Five — Saturday, July 18th, 2026
Five things worth your attention this week — from The Timeless Investor
Good morning, friends.
I’ve had two genuinely slow weeks in a row, and — as some of you noticed — three Satu...
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| Subscribers | Engagement | 78 | Monthly Web Visits | ||
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| 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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