Dear Reader,
THEY DID NOT ANNOUNCE IT. That is the point.
Last week, China deployed more than 100 warships and coast guard vessels around Taiwan. Fighter jets. Destroyers. Three separate theater commands. The biggest exercise since they encircled Taiwan in 2025. And Beijing said nothing. No announcement. No name for the drill. No warning to the world.
Every previous major China-Taiwan drill had a name. Justice Mission 2022. Joint Sword 2023. Justice Mission 2025. Beijing always announced them. This time they said nothing. That silence is the message.
Inside today's issue:
- China Ran the Blockade Drill: 100 warships. 49 aircraft in a single day. No announcement. The Institute for the Study of War called it cognitive warfare. I call it a rehearsal.
- The Chip Supply Chain Trap: Taiwan Semiconductor makes 90% of the world's most advanced chips. Every AI server. Every smartphone. Every new car. One blockade ends the global economy as we know it.
- Central Banks Are Buying Gold at a 2026 Record: They are not sentimental about precious metals. They know what a supply chain collapse does to paper money. Gold at $4,066 is not an accident.
- Robert Kiyosaki — Perpetual Income Plan: 23 consecutive payments. Zero cuts. Four raises. The Perpetual Income Plan held through a war.
THE DRILL THEY DID NOT ANNOUNCE
On November 3, Taiwan's National Security Council Secretary-General Joseph Wu went public. He confirmed that China had deployed more than 100 People's Liberation Army Navy and Coast Guard vessels across the Western Pacific. His message to Beijing: Taiwan would remain vigilant and would not yield.
By November 6, the Institute for the Study of War and the American Enterprise Institute released their assessment. The scale of the deployment exceeded Justice Mission 2025, China's previous largest drill around Taiwan. Three theater commands were coordinating surface forces in a single operation: Eastern, Northern, and Southern. That coordination has never happened before in a Taiwan exercise.
"The PRC's decision not to announce this major military exercise is a notable deviation that may be intended to create the impression that the PLA can isolate Taiwan at will. The PRC aims to erode Taiwan's confidence in its own defenses and in the US willingness and ability to come to Taiwan's aid in an invasion or blockade contingency."
Read that again. The goal is not to threaten Taiwan. The goal is to make Taiwan believe the US will not show up. That is psychological warfare. And it is working.
WHAT BLOOMBERG IS NOT MEASURING
Here is what the financial press is focused on this morning: the CPI number dropping at 8:30 AM. Month-over-month inflation data. The Fed's next move. December rate decision odds.
Here is what they are not measuring: the fact that China just rehearsed cutting the world's chip supply in half.
TAIWAN SEMICONDUCTOR. One company. One island. It makes 90% of the world's most advanced chips. Every AI training cluster. Every F-35 navigation system. Every car with a computer. The global economy runs through a 36,000 square kilometer island that China just practiced surrounding with 100 warships.
I have been studying empires for 50 years. Rome did not warn before it crossed the Rhine. Japan did not announce Pearl Harbor. Beijing did not name this drill.
Here is the number I want you to hold in your head. I will walk you through exactly what it means after this.
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THE NUMBER. THE PLAY.
90%. That is the number. Taiwan Semiconductor's share of advanced chip production worldwide. If China closes that shipping lane, every computer manufacturer on earth runs dry within 18 months. No inventory surplus survives a real blockade.
The mainstream is debating whether the Fed cuts rates in December. I am watching something bigger. Central banks accumulated gold at a 2026 record last month. Gold traded at $4,066 yesterday. Silver held above $51. These numbers are not coincidental.
Central banks are not sentimental investors. They do not buy gold because it is shiny. They buy it because gold survives when paper promises do not: when supply chains collapse, when currencies lose their anchor, when empires overextend and the cracks appear.
My rich dad taught me one rule that never breaks: the B and I quadrant is about owning assets, not protecting wages. The E and S quadrant depend on systems staying stable. What China just demonstrated is that those systems are not stable. They never were. The difference is now we have proof.
OWN WHAT CANNOT BE BLOCKADED. Gold. Silver. Real estate. Bitcoin. These are not speculations. They are exits from a system that just showed you exactly how fragile it is.
The rehearsal happened last week. The world kept scrolling.
To your freedom,
Robert Kiyosaki
Author, Rich Dad Poor Dad
P.S. 74 Paydays a Year. A payday roughly every five days from American energy infrastructure. 10% blended yield. Average position up 23% a year over five years. Watch the video.