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The Timeless Investor

Arie van Gemeren, CFA
Tens of paid subscribers

The 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.

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Substack
PricingFreemiumPublishesTwice weekly
Issues258Founded5 years agoLast Issue2 days ago
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Latest Issues

The Year Sellers Became the Bank

In 1981 mortgages cost 18%, and houses kept selling anyway. How buyers and sellers wrote their own loans, and what it means for today.

In the week of October 9, 1981, the average 30-year mortgage rate in America hit 18.63%, the highest Fre...

2 days ago
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The Stoic Billionaire Who Accidentally Burned Down London

Long ago, a revered Stoic philosopher named Seneca, a man who has lived on today through his Letters and general adoration of Stoic philosophy, may have helped cause one of the bloodiest revolts in Roman History.

By the time the revolt was...

13 days ago
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When Bad Money Drives Out Good

And How It Works In the Real World Today

A 500-year-old rule about coins explains why good tenants leave, good employees quit, and good deals stop ending up in your inbox. It isn’t really about money. Nothing ever is.

17 days ago
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In the Name of God and Profit

Francesco di Marco Datini wrote one phrase at the top of his ledgers: in the name of God and of profit.

You’ve probably never heard of him. He wasn’t a king, a pope, or a Medici. He was a trader from Prato, a wool town a day’s walk from Fl...

22 days ago
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The Greatest Wall Ever Built

There’s an old line that generals always fight the last war. Which makes sense - it’s what you were trained on, right?

As always, though, it’s applicable to investing. And at its core, it’s about smart people doing what seems like the obvi...

a month ago
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  • Arie van Gemeren, CFA

    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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