I like the length -- if you're gonna write once per year, go ahead, take your time :)  Nothing else I come across has this info or vibe, really un-correlated with the rest of my info diet.

I think I came across him because he has a good view on China and I'm always curious about the middle kingdom. 

I think he could tighten it up a bit. It's a really long letter. On the other hand, I like the meandering. It's somewhat endearing. And he certainly has interesting insights.  

Scoresby

I bookmarked this to post but you beat me to it.  Have no idea what got me to subscribe to this guy's Substack, this was the first email that I can remember.  Remarkable, though.  Really distinct perspective.  And v well-written.