David Carey Jr.
Dating from the earliest times in Latin America, alcohol has played a crucial social, economic, political, and cultural role. Often reserved for politico-religious leaders, alcohol was a conduit through which power flowed in many pre-contact indigenous societies; indigenous drinkways (production, commerce, and consumption habits) were associated with communal ritual events and social prestige. Introduced to the Americas by Europeans, distillation profoundly altered the potency of alcoholic drinks for people who were accustomed to fermentation. Even as the social and cultural practices of alcohol consumption changed over time, alcohol continued to have political and economic implications in the colonial and national periods in Latin America. Fearing that inebriation bred disorder and recognizing that moonshining undercut their own revenues, colonial and national governments alike sought to regulate, if not control, the production, sale, and consumption of alcohol. In nations as diverse as Mexico, Bolivia, Peru, and Guatemala, indigenous women came to play integral roles in the (oftentimes illicit) sale and production of alcohol. A cash nexus for moving labor and land and a crucial component of the economic system by which (often unscrupulous) labor brokers recruited workers, alcohol was a currency of local economies. As a commodity of local, national, and international significance, alcohol shaped the fate of nation-states.
People’s class, ethnic, race, and gender identities all played into their access to alcohol. Although a person’s choice of libation could define their position, some of the more fascinating histories of alcohol are punctuated with women and men who used alcohol to disrupt social conventions. Through the consumption of alcohol, rituals and ceremonies created and reconstituted community both within and across ethnic groups. Imbibing could also divide people. Even while they sipped their cognacs and brandies, elites portrayed indigenous people, the poor, and other marginalized people getting drunk on moonshine to discount and denigrate them. Often associated with (particularly violent) crime, alcohol was seen as a vice by many and excoriated during temperance movements. Yet defendants across Latin America took advantage of judicial systems that considered alcohol a mitigating circumstance in many crimes. As 20th-century evangelical sects that preached abstinence as the route to wealth and marital bliss grew to unprecedented numbers, traditional healers and biomedical practitioners continued to tout alcohol’s medicinal value. In short, alcohol was a marker of social position and cultural identity, a crucial component in community and state building, and a commodity around which different cultural traditions, healing practices, and policing policies developed and evolved.
Benito Juárez was born on March 21, 1806, in San Pablo Guelatao, a Zapotec-speaking hamlet in Sierra de Ixtlán (renamed the Sierra de Juárez on July 30, 1857) in Mexico’s southeastern state of Oaxaca. He died in the National Palace on July 18, 1872, as President of the Republic, an office he had occupied since January 1858, when, as President of the Supreme Court, he had succeeded the moderate Liberal Ignacio Comonfort, who had been driven into exile by a Conservative military revolt. During his fifteen years as president, a younger generation of Liberals, few of whom could remember the revolution of Independence (1808–1821), radically transformed Mexico’s laws and institutions. In October 1855, when Juárez was the minister of justice in the newly formed Liberal government, he implemented the “Law of Restriction of Corporate Privileges,” which is credited with setting in motion the wider Reform movement.
Between 1855 and 1860, in what was at the time called La Revolución but soon became known as La Reforma (the Reformation), Mexico moved from being a “Catholic Nation,” in which many of the social and racial hierarchies and corporate privileges of colonial rule still held sway, to becoming a secular federal republic regulated by a liberal constitution based on the sovereignty of the people and equality before the law, reducing the legal immunities and special privileges of the army and the Catholic Church and establishing a single system of civil law that guaranteed a wide range of freedoms and social rights. In the face of a Conservative uprising in January 1858, which broadened into the Three Years’ War (1858–1861), Liberals pressed ahead with an ambitious project of religious and civil disentailment (desamortización) that abolished corporate or communal property in favor of individual private ownership. The Liberal revolution was further strengthened in 1859 by the “Laws of Reform,” which ordered the wholesale nationalization of Church wealth and the closure of nunneries and monasteries; barred Roman Catholicism, the national religion until 1857, along with any other religion, from external manifestations of the cult; and established a civil registry and a strict separation of church and state.
Conservatives, undeterred by their defeat in the Battle of Calpulalpan, in December 1860, and in spite of Juárez receiving his first full popular mandate in the elections of March 1861, redoubled their resistance to the Reform by encouraging Napoleon III’s colonial ambitions, efforts that culminated in January 1862 in the occupation of Veracruz by forces from France, Britain, and Spain and the imposition of Maximilian Habsburg as emperor in April 1864. Juárez now led the defense of the Liberal republic on two fronts, and he retreated to northern Mexico, from where he coordinated resistance to the Empire.
Following the defeat of the Second Empire, which culminated in the execution of Maximilian alongside the principal Conservative generals at Querétaro on June 19, 1867, Juárez returned to the national capital wearing the twin laurels of Liberal law giver and savior of the nation. Although at his death, in 1872, he faced many enemies, especially in the Liberal camp, Juárez soon became enshrined as Liberal Mexico’s undisputed founding father and moral guide, much in the mold of his contemporaries Giuseppe Garibaldi and Abraham Lincoln. Under his leadership, liberalism had become insolubly fused with patriotism in the republican victory over European monarchy—Mexico’s second revolution of independence. La Reforma is recognized as a major watershed in Mexico’s history on a par with the revolution of Independence from Spain and the Revolution of 1910–1917.
Peter V. N. Henderson
While Europeans basked in the glory of their so-called century of peace between the end of the Napoleonic wars (1815) and the onset of World War I (1914), Latin Americans knew no such luxury. Conflict became a way of life for Latin Americans attempting to construct nation-states. Liberals and Conservatives dueled with one another for political power, while caudillos (military strongmen) added their unique twisted logic to the political process. Historians have spilled considerable ink detailing these internal conflicts that complicated Latin America’s struggle for effective state formation in the early national period but have paid much less attention to the external wars over disputed boundaries that involved every South American nation during the 19th century. As historian Robert Burr described it: boundary conflicts were the “congenital international disease of Spain’s former colonies.”
In 1863 and 1864, historical and political contradictions in the River Plate region led to civil war in Uruguay, creating tensions with neighboring nations in the region. The Brazilian government intervened both politically and militarily in Uruguay to address the interests of ranchers in its province of Rio Grande do Sul, to distract the attention of the Brazilian citizens from domestic problems, and to preserve the political influence of the Empire of Brazil on Uruguay. This action by the Empire clashed with the new Paraguayan policy of political interference in the River Plate region and resulted in the declaration of war against Brazil by Paraguayan dictator Francisco Solano López. This conflict broadened into the Paraguayan War.
João Paulo Pimenta
Stemming from an accelerated and tumultuous process unleashed by European wars in the first decade of the 19th century, Brazil and Portugal split politically in 1822. In a sense, Brazil’s independence reflects a number of peculiar characteristics within the context of the time due, in part, to three centuries of Portuguese colonization and to changes within the colonial system beginning in the second half of the 1700s. In other ways, however, Brazilian independence is linked to external events like the French Revolution, the independence of Haiti, and, above all, the wars of independence in Spanish America. The most profound and lasting consequences of the break with Portugal were the emergence of a Brazilian state and nation that until that point did not exist and that was consolidated over the course of the nineteenth century, as well as the nationalization of certain colonial institutions that were partially maintained. Historiography and national memory would later imbue independence with supreme importance as the foundational moment of the nation such that it has become a recurring theme in historical studies of Brazil.
Manuel Hernández González
The configuration of Canarian migration during the Conquest and colonization of the Spanish Caribbean was significantly influenced by its historic continuity, familial nature (with an elevated presence of women and children), dedication to agriculture, and contribution to the settlement of towns. This migration gave rise to quintessentially rural prototypes, such as the Cuban guajiro, linked to self-sustaining agriculture and tobacco; the Puerto Rican jíbaro, a coffee grower; and the Dominican montero or farmer from Cibao. All of these contributed a great many aspects of their speech, idiosyncrasies, and culture.
The migratory dynamic has evolved since the Conquest and includes such processes as Cuban tobacco colonization, the foundation of townships in Santo Domingo and Puerto Rico (in order to further analyze their adaptation to the economic boom of sugar plantations in Cuba and Puerto Rico), and the uprising of slaves in French Santo Domingo, as well as the cession of the Spanish portion of the island to this country in 1795. This event merits special focus, due to its great transcendence in terms of the signs of identity that emerged during the rebellion of the Canarian vegueros against the monopoly within the Havana context, and the defense of their configuration as a distinct people in San Carlos de Tenerife: processes that explain their response to 19th-century innovations in Cuba and Puerto Rico and to Dominican political avatars, as well as their attitudes toward criollismo and emancipation. Their singularities are reflected in the mass Cuban emigration that took place during the early decades of the 20th century.
Michele McArdle Stephens
The Caste Wars of the Yucatán tore apart the peninsula between 1847 and 1901. While the violence was not constant throughout the more than five decades between the start and conclusion of the war itself, the threat of rebel hostilities was ever present. Scholars have debated the origins of the war for many decades, with most recent academic treatments focusing on heavy tax burdens, poor working conditions for Yucatán’s peasantry, and the loss of land that occurred during the second half of the century. Tensions between political leaders exacerbated relations with the Mayas in particular and the peasantry more generally. The emergence of the breakaway state of Chan Santa Cruz, in the southeastern part of Yucatán, allowed rebel forces to coalesce between 1850 and the early 1870s. Here, a “Speaking Cross” oracle gave direction to the rebellious Mayas, who crushed their enemies and exacted revenge against those who would not support their cause. The emergence of Porfirio Díaz as President of Mexico in 1876 led to a gradual “reconquest” of the areas held by the cruzob, or “people of the Cross.” By 1901, the Mexican military ended the Caste Wars, though violent episodes still marred Yucatán until the early 1930s.
William E. French
A persuasive literature has argued that the course of Latin American history from the arrival of Europeans to the present has been shaped to a large extent by a small but expanding group of literate bureaucrats, church officials, lawyers, and intellectuals, known as letrados, who made their lives in urban centers. Those marked by this combination of power, urban living, and the written word, an assemblage that Angel Rama has dubbed “the lettered city,” utilized literature, history, the law, politics, and higher education to imagine the country into existence textually and to justify the hierarchies and inequalities that characterized their rule. Yet in Mexico, as elsewhere in Latin America, writing has a long history in nonelite settings, a venue that, in recognition of this fact, has now been referred to as “the lettered countryside.” Moreover, as understandings of a single literacy are giving way to a concern with “literacies,” defined in the plural and operating in relationship rather than opposed to such things as orality and visuality, traces of literacy practices are being discovered in many locations. Foregrounding the conjunction of the lettered city and the lettered countryside is an attempt to bring these venues into conversation while doing away with the binary that associates literary with the city and orality with the rural.
Over the course of the 19th century in Mexico, although the written word was still pressed into the service of national imagining, a number of other characteristics shaped the conjunction of the lettered city and the lettered countryside. A struggle over secularization was one new development, as authority came increasingly to be invested in the written word itself rather than justified in religious terms. New forms of literacies emerged, especially those associated with the novel and other forms of publications, including newspapers, periodicals for and by women, and the penny press, creating new publics with distinct senses of themselves as communities of readers and listeners; oratory, public discussion of politics and other issues in various venues, and the phenomenon of indirect readers also brought together these two locations. As early as the 1840s, rural residents in some parts of the country had made writing their own, drafting political proclamations in which they defined such things as federalism in their own terms and asserted themselves in national politics. While elite diarists, both men and women, left traces of their emotional lives in various forms of life writing over the course of the entire period, ordinary people, including mine workers, agricultural laborers, and women who carried out household duties, wrote love letters to each other by the last third of the century, if not before. Composed and exchanged by means of cooperation, the use of intermediaries known as evangelistas, or by individuals with various degrees of facility in reading and writing, love letters served as privileged means of communicating the emotions they brought into being while often ending up as evidence in legal proceedings that continued to assert the prerogatives of the lettered city even as it came ever more intimately conjoined with the lettered countryside.
William G. Acree Jr.
Theater in Argentina and Uruguay, which together compose the Plata river region of Latin America, has been a predominant form of entertainment since the 19th century. Theaters abound in Montevideo, while its sister city. Buenos Aires, has its own Broadway in the famed Corrientes Street. In the age of digital culture, the theater remains a mainstay of cultural life for Argentines and Uruguayans. The success of theater and the making of a theatergoing public in the region have their roots first in the variety of entertainment offered by hemispheric travelers to the region from the 1820s through the 1880s and then, most significantly, in shows put on by itinerant circus troupes in the countryside that only later filled urban theaters. From the mid-1880s through 1900 these circus troupes performed plays known as dramas criollos that dealt with rural traditions and explored issues of migration, social stratification, and tensions of economic modernization. These Creole dramas, like the narrative and poetic tales of gaucho heroes that informed them, became wildly successful, attracting spectators in the countryside and city alike, in venues ranging from makeshift tents to the most opulent theaters. They also became the namesake of the circo criollo, which referred as much to types of performers staging the tales as to the circus event where people flocked to see the new main attraction—the dramas. In effect, the Creole drama phenomenon expanded the presence of popular entertainment across the region and consolidated a theatergoing public. It also gave way to a new strand of modern popular culture in which storylines and characters reappeared in other media, and the impact of the Creole drama experience long outlived the spectacle itself.
Lilia Katri Moritz Schwarcz
This article provides a larger panorama of the cultural politics of the Brazilian Empire during the 19th century and following the long Second Reign of Pedro II. The central figure of the emperor—as a kind of animator of cultural, scientific, and artistic life—and the conservative profile of the national movement are key issues. The article analyzes the development of the main professional schools of the country, which taught medicine (in Rio de Janeiro and Salvador) and law (in São Paulo and Recife), and also tells the story of the Historical and Geographical Institute and the origins of the museums of art in Rio de Janeiro, the former capital of the court, and scientific museums in Rio de Janeiro, São Paulo, and Belém.
Danielle B. Barefoot
The 21st century brought with it a mass digitization of archival materials that rapidly changed preservation, research, and pedagogy practices. Chilean digital databases, archives, and humanities projects have grown steadily since the late 1990s. These resources developed with the central goals of democratizing access to sources and removing obstructive barriers including accessibility and physical distance. Remote access capabilities coupled with open access of collections encourages greater interaction with repositories including libraries, museums, and archives and materials such as historical documents, newspapers, paper ephemera, music and audio recordings, and photography.
While not exhaustive, these sites demonstrate the extensive range of digitized sources available that span from the pre-Columbian through modern periods. Researchers, teachers, and students seeking primary sources will find a multitude of themes including indigenous peoples, culture, science and technology, history, politics, environment, and human rights. Some sites, such as Memoria Chilena and the National Security Archive, feature a fully digitized collection with articles and downloadable PDF material. Others, such as Museo de la Memoria y Derechos Humanos, and the Biblioteca Nacional Digital, have non-digitized holdings that call for an in-person visit. Lastly, the Dirección de Bibliotecas Archivos y Museos and Biblioteca Digital del Patrimonio Iberoamericano serve as digital source aggregates that collect and allow users to search across affiliated sites. Aggregation is the newest step in the digital revolution. This newer process permits the archiving of entire archives, which will transform how scholars understand source collection, non-immersive “fieldwork,” and research methodologies.
Digital resources drastically improve the accessibility of sources concerning Chile. At the individual level, user skill may affect the browsing experience, especially when searching for sources. Many digital resources allow for truncated and Boolean logic queries. Users can customize their browsing experience by implementing these tools to expand or narrow the search. At the website level, these resources incorporate open access coupled with universal design practices to democratize the individual browsing experience. Open access allows users to access content free of charge. Universal design ensures access equity through coding and website design. However, in terms of accessibility, room for improvement exists. Users employing screen readers and captioning technologies will have vastly different experiences within each of these resources based on the device and software utilized. Organizations who have undertaken the digitization process must ensure they continue cultivating equitable digital spaces that all users may enjoy.
Matthew Butler and David A. Bliss
The Hijuelas project is a multi-domain international collaboration that makes available in digital form a large and valuable source on nineteenth-century indigenous history––the so-called libros de hijuelas or deed books recording the statewide privatization of indigenous lands in Michoacán, Mexico. These deed books, 194 in total, have been digitized and described over a two-year period by a team of History students from Michoacán’s state university, the Universidad Michoacana de San Nicolás Hidalgo (UMSNH), trained by and working under the supervision of archivists of the Lozano Long Institute of Latin American Studies-Benson Latin American Collection of (LLILAS Benson) of the University of Texas at Austin. Additional logistical support has been provided by the Centro de Investigaciones y Estudios Superiores en Antropología Social (CIESAS) as a partner institution in Mexico of the University of Texas at Austin and by the state government of Michoacán via the Archivo General e Histórico del Poder Ejecutivo de Michoacán (AGHPEM), which is custodian of the hijuelas books. The project was generously funded by the British Library through its Endangered Archives Programme (EAP 931, “Conserving Indigenous Memories of Land Privatization in Mexico: Michoacán’s Libros de Hijuelas, 1719–1929”).
The project seeks to be innovative in two ways. As a post-custodial archiving project, first and foremost, it uses digital methods to make easily accessible to historians, anthropologists, and indigenous communities the only consolidated state-level record of the land privatizations (reparto de tierras) affecting Mexican indigenous communities in the 19th century. It therefore projects digitally a key source for historians and one that possesses clear identitarian and agrarian importance for indigenous communities. It also makes widely available a source that is becoming physically unstable and inaccessible because of the difficult public security conditions affecting Michoacán. As a collaboration involving diverse institutional actors, furthermore, the project brings together institutions from three different countries and is an example of what may be achieved through equitable international collaborations.
Dora María Téllez
Throughout their history, the countries of Central America have attempted several forms of political and economic integration. After declaring independence in the 19th century, the region lacked its earlier cohesion vis-à-vis Spanish colonial governance. The former provinces aligned themselves in favor of either centralizing regional power in a federal republic or establishing complete political autonomy through the formation of new nation-states. Forces in favor of the latter eventually prevailed.
An attempt at economic integration began in the mid-20th century. It was actively backed by the United Nations Economic Commission for Latin America and the Caribbean (ECLAC) and eventually led to the creation of the Central American Common Market (CACM). Despite favorable economic conditions in the Post-World War II period, a number of complications undermined integration efforts: war, political crises, and interests that ran contrary to those of the United States. Integration was postponed until the end of the 1980s, after the Esquipulas II Accord reestablished peace in the region.
After the countries of Central America signed the Guatemala Protocol in 1993, economic integration was promoted under the banner of free trade. This was done by regional economic groups with the goal of reconnecting the region to global commerce under the most advantageous circumstances possible.
In the late 19th century, Mexico’s ancient ruins captivated much of the world. European and American explorers trekked through what was often touted as an “American Egypt” in search of pre-Columbian artifacts to display in private collections and museums. Mexicans similarly hunted after the remains of the Indian past, as their country witnessed a heightened interest in the excavation and exhibition of ancient artifacts during the dictatorship of Porfirio Díaz, the period commonly known as the Porfiriato (1876–1910). The Díaz regime embraced the indigenous past in order to present Mexico as a nation with ancient and prestigious roots. It took control of pre-Hispanic relics and ruins through archaeology, a discipline that was thought to give Mexico the coveted aura of a scientific, cosmopolitan, and modern nation. The Díaz regime gave unprecedented support to the National Museum in Mexico City, the nation’s most important institution for the study and display of Indian antiquity. Museum scholars such as Francisco del Paso y Troncoso, Alfredo Chavero, and Antonio Peñafiel, worked on building and organizing the archaeology collection as the government intensified the process of accumulating artifacts in the capital. One of the central figures in this process was Leopoldo Batres, the head of the General Inspectorate of Archaeological Monuments of the Republic. Batres brought antiquities to the museum, helped organize the archaeology collection, and built the Gallery of Monoliths, the nation’s premier showcase of pre-Columbian relics. He also carried out excavations at ruins throughout the country and reconstructed several archaeological sites, including Xochicalco and Mitla. His most famous (and most controversial) work took place at Teotihuacán, where he rebuilt the Pyramid of the Sun, turning Teotihuacán into the nation’s first official archaeological site, a project made to coincide with the centennial celebration of Mexican independence in 1910.
Although the slave trade to Brazil did not end until 1850, and slavery itself lasted until 1888, the practice of freeing slaves had been common from the time of first colonization by the Portuguese in the 16th century, and the children of freed women were born free. The result was that, by the time of a national census in 1872, there were 4.25 million free blacks and mulattos in the country, accounting for over three quarters of all those of African descent and two fifths of Brazil’s total population.
To understand the willingness of Brazilian slave owners to free so many one must first consider the general nature of Brazil’s social structure and the paradigms that ordered it. For most, society was not thought of as being made up of individuals equally protected in their rights and mobile in relationship to one another, but by castes, ranks, corporations, guilds, and brotherhoods, layered one atop another or arranged side by side. Almost everyone could feel superior to someone else, even if inferior to others. The nuanced distinctions of ranks somewhat restrained the threat to social order that free and freed blacks might otherwise have been thought to pose. “Free-and-equal” was not a phrase heard in Brazil.
There is overwhelming evidence that race was an important variable affecting one’s position, and discrimination against blacks was widespread and constant. The government reinforced the prejudices of white Brazilians, acquiesced in maintaining a hierarchy based on color, and presented obstacles to the ambitions of free African Brazilians. Civil service positions were usually denied to them, regardless of their qualifications. Recruitment for the army was focused on the poor, that is, on African Brazilians.
Yet, it is also true that many individuals found their way around those obstacles and rose to positions of some importance, for skin color was just one of the many characteristics to be considered. There are multiple examples of freeborn mulattos (and some freed and freeborn blacks) who succeeded in 19th-century Brazil. Some became doctors, pharmacists, journalists, and teachers. Others entered politics and rose to positions of real power. A few worked energetically to bring about the end of slavery.
Luz María Hernández-Sáenz
In 1861, Spanish, British, and French forces all landed in Veracruz to collect the debts Mexico owed them. After two months, the Spanish and British representatives reached an agreement with the Mexican government, but the French troops remained with the objective of imposing a monarchy. This period of occupation, 1861 to 1867, is known as the French Intervention. France’s interference in Mexico was partly due to the efforts of a group of conservative Mexican politicians who believed that a monarchical rather than a republican system would solve Mexico’s problems. In 1863, with the French army occupying Mexico City, the provisional government offered the crown to the Austrian archduke Maximilian of Habsburg. After long negotiations between Maximilian and the French emperor, Napoleon III (who would lend military support and extend credit to the future emperor), Maximilian signed the Treaty of Miramar and accepted the crown.
The empire faced the opposition of President Benito Juárez and his republicans, who rightfully claimed to be Mexico’s legitimate government. Furthermore, Maximilian, a liberal who believed in a secular society, clashed with both the clergy and his conservative supporters. A dismal financial situation, military opposition, and the emperor’s inability to reconcile the different political factions doomed his reign. The premature withdrawal of the French troops and Maximilian’s inability to form an effective army resulted in the empire’s demise. The last remnants of the imperial army were defeated in Querétaro on May 15, 1867, and Maximilian was executed. The monarchical experiment was a complete political and military failure for those who promoted it and for Napoleon III, who supported it.
Nonetheless, the empire was not a complete failure. The monarchy did set important precedents for the administrative organization of the country: promoting nationalism, solidifying liberal reforms including the separation of church and state, and establishing the foundation for the modernization of Mexico.
Peter V. N. Henderson
Ecuador’s Gabriel García Moreno was one of the preeminent South American conservative politicians of the early national period. His historical notoriety rests in large measure on two seemingly contradictory elements of his administration. First, despite his fervid defense of the prerogatives of the Catholic Church, he embraced a modernization project inspired by liberal notions of progress. Second, his embrace of the Catholic faith flew in the face of the 19th century’s liberal anticlerical tendencies. Hence, nearly all biographies of García Moreno paint him as a villain or a saint. His state formation project transformed the historic relationship between the state and the Catholic Church, making the Catholic faith and the Church an instrument of state formation. Simultaneously, he sought to modernize the country by promoting the construction of roads, a railroad, and telegraph lines that would overcome the topography of the Andes Mountains and unify the country physically. Within Ecuador, debate about his ideas and actions continues to ignite storms of controversy and passionate rhetoric even today.
Robert M. Buffington and Jesus Osciel Salazar
José Guadalupe Posada (b. Aguascalientes, February 2, 1852; d. Mexico City, January 20, 1913) was a prolific printmaker of exceptional technique, range, and originality. By the time of his death, his images had become a staple of Mexico City popular culture, appearing regularly in theatrical posters, advertisements, book illustrations, broadsides, and the penny press. Despite his popularity with impresarios, advertisers, publishers, editors, and readers, Posada received scant formal recognition during his lifetime. That changed in the 1920s with his “discovery” by prominent artists and art critics including internationally renowned muralists Diego Rivera and José Clemente Orozco. By the 1940s, exhibitions of his work had begun to appear in major galleries and museums in the United States and Europe, promoted as evidence of a unique visual aesthetic rooted in traditional Mexican culture and committed to exposing the long-standing oppression of the Mexican people at the hands of corrupt politicians, greedy bourgeoisie, cruel caciques (local party bosses), and foreign interlopers. Although scholars have disputed the genealogy and political nature of Posada’s vision, the revolutionary nationalist interpretation of Rivera, Orozco, and others has provided inspiration and a sense of cultural legitimacy for succeeding generations of artists in Mexico and throughout the Mexican diaspora. Posada is best known for his striking calaveras, notably Calavera Catrina, a fashionable female skull with bows and a fancy hat; and La Calavera Oaxaqueña, a machete-wielding male skeleton dressed in a charro outfit. Published in conjunction with the annual celebrations for Day of the Dead (October 31–November 2) and accompanied by satiric verses, Posada’s calaveras poke fun at the pretentions of the living in the face of their inevitable mortality.
The role that liberals and liberalism played from the beginning of the crisis hispánica of 1808 until the death of Simón Bolívar in 1830 can be separated for analytical purposes in two different strands: the Peninsular and the Spanish American. This is a distinction that should be adopted with care, because in the end it can be considered that we are dealing with a single liberalism, the liberalismo hispánico. However, different historical, political, and social realities on each side of the Atlantic gave this liberalism different connotations. At first, Peninsulars and Spanish Americans worked in the same direction and with the same objective (the rejection of the French king that Napoleon imposed in the throne of Spain), but soon they parted ways in a practical, though not necessarily in a theoretical sense, at least concerning liberalism. In any case, contrary to what Western historiography has repeated for a long time, liberalism was a major player in the mundo hispánico during the Age of Revolutions. In fact, the term “liberal” used to define a political group made its first appearance in the Cortes (parliament or congress) that gathered in the Spanish port of Cádiz from 1810 to 1814. Nevertheless, the revolutionary contents of liberalism had to confront sociopolitical histories and realities that forced it to adapt itself to the prevailing social circumstances and to make concessions to other currents of thought and practices that do not coincide with the “liberal model” that still has ascendancy in Western historiography. This model tends to ignore the historical liberalisms that have existed in Europe, America, and other parts of the world since the “liberals” made their appearance in Spain more than two hundred years ago and in the Hispanic case in particular fails to address its radical character when considered against the Spanish Ancien régime. The result in the case of the mundo hispánico was an original and revolutionary doctrine that during the second and third decades of the 19th century transformed Hispanic politics on both sides of the Atlantic. The fact that these transformations were not consolidated or in the Peninsular case did not last for long does not diminish their importance for political and intellectual history.
Benito Pablo Juárez Garcia (b. San Pablo Guelatao, Oaxaca, March 21, 1806; d. Mexico City, July 18, 1872) was one of the greatest (and most controversial) statesmen in Mexican history. Born a humble Zapotec Indian, he was orphaned before the age of four, obtained an improbable education, became a lawyer and politician, was a revolutionary reformer, served twice as governor of Oaxaca, and succeeded to the presidency in a time of crisis. His unlikely rise to political prominence in a country with a racial caste system was remarkable. As president he led Liberal Republicans to victory in the War of Reform (1858–1861) as well as in the War of the French Intervention (1862–1867). Juarez and his generals defeated reactionary Conservatives and recalcitrant Catholic bishops in 1858–1861 and defended the republican Constitution of 1857. His defense of the Republic against foreign invasion and the imposition of an Austrian archduke as Emperor of Mexico, from 1862 to 1867, gave Juárez his heroic, even cultic, stature during his lifetime.
Although he faced fierce critics and enemies during his lifetime and after his death, Liberal partisans—politicians, journalists, workers, and Juárez himself—created the hero cult and the myth of Juárez. He was hailed as the incorruptible champion of the law, the constitutional republic, and the Mexican nation against powerful Mexican and foreign enemies in life and, even more, in death. General Porfirio Díaz served the Juárez government in war, opposed it in peace, and in 1876–1877, four years after the death of Juárez, became president by means of rebellion and then election. The new president was also from Oaxaca and embraced the Juárez myth to unite the nation and, in time, to create his own myth as the culminating hero in the making of the modern Mexican nation. The apotheosis of Juárez was consecrated in significant commemorative monuments of marble and bronze during the Porfiriato (the age of Porfirio Díaz, 1876–1911).
By the first decade of the 20th century, the Juárez myth was more divisive than uniting. The scientific liberals (científicos) supporting the Díaz regime presented Juárista politics as the template for the Díaz dictatorship. A new generation of liberals believed Díaz had abandoned the constitutionalism of Juárez. The Mexican Revolution, led by these liberals, overthrew Díaz in 1911. Revolutionary governments continued the cult of Juárez. Public schools were given Juárez busts, and liberal textbooks introduced the Juárez myth to a new generation. Juárez, Mexico’s greatest symbol of the defense of national sovereignty was popularly and officially celebrated when US troops evacuated Veracruz (after several months of intervention) in November 1914. The same took place upon the expropriation of the foreign oil companies by the Mexican government in 1938. During the 20th century, and at the beginning of the 21st century, the cult of Juárez (the devoted attachment to Juarez) has remained steady. Professional historians and the popular cynicism of official history have undermined, to some extent, the official myth of Juárez (the idealization of Juárez by the state).