Elizabeth A. Henson
On September 23, 1965, several years of protest, including land invasions, strikes, sit-ins, and cross-country marches, culminated in an armed attack on an army base located in the remote town of Madera, Chihuahua, in northern Mexico. Protesters had demanded that the state comply with land reform guarantees provided for by the constitution of Mexico; students from the normal schools joined in and raised their own demands. Instead of negotiating partial reforms, the state governor called out troops to burnish his reputation as an anti-communist crusader. Nominally organized in the Unión General de Obreros y Campesinos de México, movement leaders broke with national directives and encouraged “direct action” and illegal occupations, while the normalistas acted within a student activist tradition rooted in the Marxism of the 1930s. The agrarian demands came from landless workers in an agricultural valley planted in cotton, whose fortunes were linked to the world market and from dispossessed smallholders in the mountainous backlands now claimed by timber export companies. This mid-century modernization of land use had its counterpart in the protestors’ emulation of the Cuban revolution and their attempt to apply Che’s theory of guerrilla warfare. As the governor’s recalcitrance radicalized the movement, small groups undertook sporadic armed actions in the mountains, disarming forces sent after them. Other leaders moved to Mexico City to avoid arrest, undergo military training, and attempt to gather support; they returned to Chihuahua with the plan to attack the army base. Despite its spectacular failure, the event has been hailed as Mexico’s first socialist guerrilla struggle and served as inspiration for the dirty war of the 1970s, when armed revolutionaries fought the armed power of the state. Attention to its armed component has eclipsed the movement’s underlying basis, which was equally innovative and had lasting influence on Mexican social protest.
Anticommunism was a central force in the history of the Chilean political conflict in the 20th century. Not only did several political actors define their identities and actions by their opposition to Marxist-inspired revolutionary projects, but also the state in different moments excluded and persecuted everything identified as “communist.” To a great extent, anticommunism relied on three main “frameworks”: Catholicism, nationalism, and liberalism, all of which were crucial elements in the construction of the Republic since the 19th century. Different combinations and interpretations within each framework resulted in different anticommunist expressions, from pro-fascist movements and nationalist groups to the conservative-liberal right wing, the Social Christian center and even moderate socialists. Many of them, especially in the second half of the 20th century, understood anticommunism as a defense of different variations of capitalism. Of course, anticommunism was not a uniquely Chilean phenomenon. It was, in fact, an ideological trend worldwide. This conditioned the reception in Chile of global events and ideas, while it enabled the construction of transnational networks among related actors. The enactment of the Law of Permanent Defense of Democracy in 1948, which outlawed the Communist Party, symbolized the alignment of Chilean politics to Cold War bipolarity. However, the Marxist left was able to recover during the “long Sixties,” in a political and cultural environment marked by the Cuban Revolution. The Popular Unity government was the materialization of all anticommunist fears. The counter-revolutionary bloc created then paved the way to the 1973 coup and the subsequent military dictatorship, which used anticommunism as state ideology. Human rights violations were legitimated by the dictatorship from that ideological framework. Anticommunism decayed by the late 1980s alongside socialist experiences around the world.
Set within a larger analysis of class relations in the Haitian Revolution, this is a microhistory that intersects with several important themes in the revolution: rumor, atrocity, the arming of slaves, race relations, and the origins and wealth of the free colored population. It is an empirical investigation of an obscure rebellion by free men of color in the Grande Anse region in 1791. Although the rebellion is obscure, it is associated with an atrocity story that has long resonated in discussion of the revolution. Formerly the least-known segment of Caribbean society, research has shed much new light on free people of color in recent decades, but much remains to be clarified. In certain ways, they are the key to understanding the Haitian Revolution, because of their anomalous position in Saint Domingue society and the way their activism precipitated its unraveling. The Grande Anse region had a unique experience of the revolution in that white supremacy and slavery were maintained there longer than in any other part of the colony. Based primarily on unexploited or little-known sources the article demonstrates the range and depth of research that remains possible and suggests that a regional focus is best way to advance current scholarship on the Haitian Revolution.
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.
Natalia Sobrevilla Perea
On 19 March 1812, representatives from across the Hispanic Monarchy put forward a constitution in the Spanish port city of Cádiz. This foundational document was a response to their king’s abdication in favor of Napoleon’s brother Joseph Bonaparte, obtained under pressure from invading French troops. The constitution aimed to address what they viewed as a lack of legitimacy because the monarch was captive, as the drafters expected it would be the basis of government in all the corners of the empire, from Madrid to Mexico and Manila. Written under the protection of the British fleet in the last bastion of the Peninsula that remained unoccupied, the constitution instituted a very extensive male suffrage, freedom of the press, national sovereignty, and the abolition of privileges for citizens from all parts of the vast empire. These measures were the reason why the men who debated the constitution were the first ones to be called liberal. The liberalism of the drafters at Cádiz must be considered in the context of the early nineteenth century. When in 1814 Ferdinand VII returned to Spain, he abolished the constitution. But in 1820 a mutiny of troops forced the king to accept it grudgingly. A constitutional monarchy was established lasting until 1823, when the so-called 100,000 sons of Saint Louis crossed from France to reinstate absolutism. This period came to be known as the Liberal Triennium. In 1836 the Progressives reinstated the Cádiz Constitution, albeit briefly when they passed a new charter in 1837.
Until quite recently there was very limited scholarship on the Cádiz Constitution in English, and, as Roberto Breña shows, even the literature in Spanish had been mostly limited to the study of the text itself and its impact in the peninsula. In the past decade, Atlantic history and studies on the Enlightenment’s influence on revolution in general have led to renewed interest in the Spanish constitutional experience. The reevaluation of Spanish American independence movements in light of the Cádiz Constitution have also sparked debate among historians. François-Xavier Guerra (1992) and Jaime Rodriguez O. (1998)1 consider that it is impossible to understand the process of independence if attention is not paid to Cádiz and the enacting of the constitution. Guerra goes as far as to state that the election of deputies to Cortes was the revolution2 (1993) Bicentennial celebrations have led to a dramatic increase of publications on the constitution. Its importance, especially in influencing subsequent constitutions, is increasingly acknowledged today in academic circles.
In this article I will discuss the calling of the Cortes, the elections that brought representatives from all over the empire to Cádiz, the demands made from far-away provinces, and major issues discussed in the constitutional debates. I conclude by assessing the constitution’s reception, as well as the way in which it influenced the advent of modernity in the Hispanic world and beyond. I begin by discussing the development of constitutional thinking in the late eighteenth century and the beginning of the nineteenth century. A revision of the events that led to the Peninsular War and the context in which the constitution was put forward follows. The article then analyzes the process through which the constitution was passed, the intellectual debates that surrounded it, the impact the charter had in the wider Atlantic world, as well as the role it played in the process of independence in Spanish America. Finally, it ends with a review of how liberalism developed in the Hispanic Monarchy and the long-lasting legacy of the Cádiz Constitution.
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.
The 1994 Zapatista uprising in the southern Mexican state of Chiapas was the culmination of centuries of repression and exploitation of the country’s indigenous minority at the hands of its Spanish and mestizo leaders and the landed elite. The Liberal Reform initiated in 1854, followed by the “modernizing” policies of President Porfirio Díaz (1877–1880; 1884–1911), and then the revolution that ousted him, would strengthen and institutionalize a new set of institutional frameworks, discourses, and practices that lasted through the 20th century. The Ejército Zapatista de Liberación Nacional (Zapatista National Liberation Army, or EZLN) emerged from a history of complex and volatile relationships between indigenous peoples of the impoverished state and its economic and political elite, relationships that began a process of redefinition in the 1950s. Zapatismo is one of the expressions of indigenous and working-class struggles in this social and historical context. It can be distinguished from other rural and indigenous movements by its repudiation of the strategies of protest and negotiation within an institutional framework, its adoption of armed struggle, and its rejection of the conventional objectives of land and commercial agricultural production in favor of territorial autonomy and de facto self-government.
Jaime E. Rodríguez O.
The concept of a constitution, a political entity that determines how a people are governed, emerged in ancient times. The government of the Roman Republic (509–27 BC) influenced the Western world. Later, Romanized Visigoths adopted a charter, the Fuero Juzgo (654), in the Iberian Peninsula that integrated Roman and Visigothic legal systems. The document influenced regional political entities throughout the Middle Ages. In the 13th century, each of the realms of the Iberian Peninsula adopted individual rather than shared fundamental codes. In 1265, King Alfonso X established Castilla’s and Leon’s first constitution, the Siete Partidas. The New World obtained its own legal system, known as the Derecho Indiano (Laws of the Indies). Like the kingdoms of the Iberian Peninsula, those of America created a compact between the monarch and the citizens of each realm rather than Hispanic America as a whole. These systems of uncodified legislation evolved to meet changing circumstances and societal norms. They provided corporations and individuals expanding opportunities for indirect and direct experience in self-government.
In 1808, an unexpected upheaval transformed the Hispanic world. The French invaded Spain. Emperor Napoleon Bonaparte lured the royal family into France, compelled them to abdicate in his favor, and then granted the Spanish monarchy to his brother, José. The Spanish people did not accept the usurper king, José I. They formed the Junta Central to oppose the invaders. As the French continued to conquer the nation, they convened a Cortes, which met on September 24, 1810, in the port of Cádiz. Approximately 220 deputies, including sixty-five Americans and two Filipinos, eventually participated in the extraordinary Cortes of Cádiz. Deputies representing overseas dominions played a central role in developing the most progressive constitution of the 19th century. Despite the political chaos that surrounded the constituent congress, the delegates debated and eventually reached consensus on a modern, flexible charter that reconciled the competing interests of the multiplicity of areas and ideological positions represented at the assembly. They produced a constitution for the entire Hispanic world that made the executive and the judiciary subordinate to the legislature. It also increased the scope of political activity by establishing representative government at three levels: the city or town with a thousand or more inhabitants (constitutional ayuntamiento), the province (provincial deputation), and the monarchy (Cortes). The charter transferred political power from the center to the localities, and incorporated large numbers of people into the political process for the first time by redefining the concept of active citizenship (i.e., those eligible to vote). This fundamental document formed the basis for constitutional development throughout the Hispanic monarchy and for most charters promulgated in the nations that emerged after the breakup of that political entity.
Eric Paul Roorda
After more than a century of sporadic immigration from the island of Cuba to the United States, the trajectory of the diaspora accelerated steeply, beginning with Fidel Castro coming to power in 1959. In the ensuing years, as bilateral relations between the Communist regime in Havana and the administrations of President Dwight Eisenhower and John F. Kennedy soured and the exodus of upper-class, then middle-class, Cubans increased until Castro clamped down on it. Thereafter, the pace of departures became episodic, involving mainly working-class people, and their nature turned increasingly desperate. Three major immigration events punctuated the next 30 years: in 1965 from the port of Camarioca, in 1980 from the bay city of Mariel, and, again in 1994, a more general wave of flight that also heavily involved the port of Mariel. These bursts of seaborne migration came against a backdrop of constant, low-level, individual efforts to flee adverse circumstances in Castro’s Cuba. These include manifold political pressures, with opponents of the regime and cultural nonconformists alike facing harassment and imprisonment; as well as other severe economic challenges, with food scarcity, fuel shortages, and unreliable electric power making daily life difficult for the vast majority of Cuban citizens.
U.S. opposition to Castro has taken many forms, beginning with economic sanctions. A complete break in relations followed in early 1961, an invasion attempt at the Bay of Pigs in April 1961, and, later, a Central Intelligence Agency–sponsored campaign of terrorist attacks and assassination attempts code-named Operation Mongoose. Since the Cuban Missile Crisis of October 1962, a nearly complete embargo has prevented any sort of trade or tourism. In response to the influx of new Cuban arrivals, U.S. policy toward the immigrants themselves altered radically, facilitating their arrival and assimilation as political refugees until August 1994, then actively preventing their entry as economic refugees, until this writing.
The early 19th century was a period of intense turmoil and chaos in the Spanish-speaking world: The Napoleonic Wars and French occupation of the Peninsula in the 1800s, independence movements in the Americas, the liberal constitution of Cádiz, Napoleon’s defeat, and the reinstallation of the Bourbons in the 1810s, and finally, the second constitutional period, the iron fist of restoration, and the eventual loss of most American possessions between 1821 and 1825. The least affected areas in the midst of this turmoil were the loyalist islands of Cuba and Puerto Rico, metaphorically the “eye of the hurricane.” It is within this context that a corpus of some dozen letters, preserved in the Spanish National Archive, were written. They were produced in the circum-Caribbean region—most in Puerto Rico—and addressed mainly to relatives and business partners on the other side of the Atlantic. The letters in question were archived without accompanying documentation, probably seized by authorities loyal to the restoration of the Ancien Régime. As a central element, this digital resource—“En el Ojo del Huracán”—displays these primary sources in an online presentation.
Beyond the historiographic value of the sources, the project explores the differences between traditional and digital edition standards (TEI) for digital letter editions with the aim of showcasing the benefits of implementing the digital paradigm and for different visualizations, functionalities, analysis and incorporation in larger infrastructures.
Michael J. Schroeder
From May 1927 to December 1932, the Nicaraguan nationalist Augusto C. Sandino waged guerrilla war against the U.S. Marines and Guardia Nacional de Nicaragua to expel the “Yankee invaders” and achieve genuine national sovereignty. The war was centered in Las Segovias, the mountainous, sparsely populated northcentral region of Nicaragua bordering Honduras. The website is envisioned as a comprehensive, interpretive, open-access digital archive on this much-discussed but still dimly understood “small war” of the interwar years. Rigorous accuracy, judicious interpretation, and the democratization of knowledge rank among the website’s most important guiding principles.
Before mid-1927 there is very little documentation on Las Segovias. Then, starting with the June 1927 Marine invasion and occupation, our documentary base explodes. For nearly six years, the US imperial spotlight—expressed in a dazzling variety of texts—illuminated the hidden corners of a society and history hitherto almost totally obscured. Alongside this explosion of imperial texts was the proliferation of texts and artifacts created by the Sandinista rebels. In January 1933 the spotlight vanished, and a month later Sandino's rebellion ended in a provisional peace treaty with the newly elected Sacasa government. The Marines went home, carting hundreds of boxes of records with them. What the U.S. imperial gaze spotlighted for those six or so years constitutes the bulk of this website’s focus. Smaller in scale but often punchier in impact are the textual fragments and social memories produced in Las Segovias that survived the brutal repression that followed Sandino’s assassination in 1934.
Inspired by social and cultural history “from the bottom up,” this project conceives of the Sandino revolt as a social and cultural process, as a local response to foreign invasion and occupation. The documents presented here reflect this focus, selected because they speak in some fashion to the agency of Nicaraguans and Segovianos in shaping their own history—including campesinos and Indians, tenants and sharecroppers, smallholders and squatters, miners and migrant workers, seasonal and day laborers, as well as townsfolk and artisans, smugglers and bootleggers, peddlers and traders, boat-drivers and mule-drivers, ranchers and coffee growers, merchants and professionals, politicians and military leaders—individuals, families, and communities caught up in a whirlwind of foreign invasion and insurgency as complex and multifaceted as any in history. What manner of revolutionary movement was this? What were its origins, characteristics, and legacies? All the documents presented here speak to these broader questions and themes.
A work in progress, the website currently houses nearly 5,000 primary documents from U.S., Nicaraguan, and other archives, including patrol and combat reports, intelligence reports, photographs, letters, diaries, maps, oral histories, propaganda fliers, and more. Comprised of 20 expansive, interlinked digital file cabinets organized by archival repository and theme, this noncommercial, easy-to-navigate website contains a goldmine of readily accessible information for students, teachers, and scholars on the period of the Sandino rebellion.
The magnitude and brutality of the internal armed conflict of Guatemala led to its becoming infamous worldwide. Although the militarized state became a monster that brutalized many different groups, indigenous communities suffered at a rate far greater than the Ladino or non-indigenous population. It is pertinent to note that the term “Ladino” in Guatemala has a long and complex history that stems from the colonial period. Its meaning has morphed through time, from being used by colonial authorities to define indigenous peoples fluent in the conqueror’s language—Spanish—to its current meaning that defines all peoples, from white to mestizo, who are not part of the elite class and do not identify as indigenous. It is important to note that while not a formal social scientific term, “Ladino” was included in the latest Guatemalan census (2018) and, as posited by social scientists, is a contested term the meaning of which might continue to change. Nevertheless, the dichotomy of Ladino and indigenous has underscored issues of power and wealth in Guatemalan society since the early colonial period and continues to do so.
During the bloodiest years of the conflict, the military stepped up its repression and violence, leading to a series of massacres and displacements of tens of thousands of highland villagers and the razing of hundreds of communities. The focus on indigenous ethnicities as a factor of war allowed the massacres to be categorized as a genocide. What often gets lost in the recount is the historical foundations that made such atrocities possible. The cost of the war in Guatemala is ongoing and immeasurable. However, partial approximations can be made in both human and economic costs. What remains clear is that the war came at a great cost to future Guatemalan generations, as its repercussions continue to impact Guatemalan society.
Mikael D. Wolfe
What role did drought play in the outbreak of the Mexican Revolution of 1910? Although historians of the Mexican Revolution acknowledge that the effects of drought helped catalyze it, they have not explored in any depth what connects drought to revolution. Instead, they usually subsume it within a more general discussion of agricultural cycles to explain the conduct and fortunes of popular revolutionary armies. In particular, they reference the onset of drought between 1907 and 1909 as exacerbating an economic downturn induced by severe recession in the United States. By then, Mexico had become economically integrated with its northern neighbor through rapidly growing foreign investment, trade, and cross-border migration facilitated by the railroad transportation revolution. These socioeconomic and ecological factors together led to steep declines in wages and earnings, devastating crop failures, spikes in food prices (principally corn and beans), and even famine in the lower and middle classes.
Although suggestive, such passing references to drought in the historiography of the revolution do not furnish a clear picture of its effects and how they may have contributed to social and political conflict. In the 21st century, new technologies, methods, and sources—from historical meteorological reports and climate-related accounts gleaned from archival sources to modern historical climatological data reconstructions—facilitate doing more rigorous climate history. This article provides a sampling of these methods and sources on the role of drought in late 19th- and early 20th-century Mexico that can supplement, elucidate, and even revise our understanding of the origins of the Mexican Revolution.
The Mexican economy consisted of activities at the international, national, and local levels, including the export of minerals and agricultural commodities, manufactures and agriculture for domestic markets, and production of goods for everyday consumption, respectively. The impact of a decade of civil wars between 1910 and 1920, which comprised the Mexican Revolution, on the economy varied according to which level, the time period, and the geographical region. The crucial aspects of the economy consisted of transportation and communications, banking, mining, export agriculture, and government policies and actions. The important factors were the intensity of the violence, inflation, and the availability of capital.
Chronologically, there were several stages to the economic history of the Revolution. The first consisted of the years of the Madero rebellion and presidency, 1910–1913, when there was little damage done and growth continued. The second and worst period was during 1914, 1915, and 1916, when the counterrevolutionary Huerta regime battled the rebel Constitutionalists and after the latter’s victory the ensuing civil war between the divided winners. The third stage occurred with the defeat of the radical factions of the Revolution led by Zapata and Villa and the restoration of a semblance of order in 1917. The fourth included the establishment of the Sonoran dynasty of de la Huerta, Obregón, and Calles and the slow reconstruction of the economy.
Emiliano Zapata led the Liberating Army of the South during the Mexican Revolution. Zapata’s movement began with a demand for land reform, and his beliefs are most often captured by reference to the Plan de Ayala, which he promulgated in 1911. It was largely because of the Zapatistas (Zapata and his adherents) that land reform was written into the Mexican Constitution of 1917. Later, especially under President Lázaro Cárdenas, (1934–1940), the Mexican government carried out major land redistribution, which helped earn the post-revolutionary state legitimacy in the countryside. Over the course of nearly a decade fighting in the revolution, Zapata’s vision for remaking Mexico extended far beyond the Plan de Ayala and land reform to include judicial reform, decentralization of power, political democracy, the redistribution of wealth, and the promotion of the interests of rural workers and small agricultural producers while protecting Mexican sovereignty against powerful foreign interests. Zapata, however, led the most poorly armed of the main factions in the revolution and was unable to realize his goals. His enemies received large amounts of foreign military supplies, while he received no assistance from abroad. The inability of his poorly equipped volunteer army, mostly peasants and hacienda workers, to carry out large pitched battles dictated that they had to fight a grueling guerilla war. Zapata was unable to win on the battlefield, but was never totally defeated. He was assassinated in 1919. Although his larger vision for the future of Mexico did not prevail, his fight for land reform helped shape modern Mexico.
Armed insurrections are one of three methods that the left in Latin America has traditionally used to gain power (the other two are competing in elections, or mass uprisings often organized by labor movements as general strikes). After the triumph of the Cuban Revolution in 1959, guerrilla warfare became the preferred path to power given that electoral processes were highly corrupt and the general strikes too often led to massacres rather than a fundamental transformation of society. Based on the Cuban model, revolutionaries in other Latin American countries attempted to establish similar small guerrilla forces with mobile fighters who lived off the land with the support of a local population. The 1960s insurgencies came in two waves. Influenced by Che Guevara’s foco model, initial insurgencies were based in the countryside. After the defeat of Guevara’s guerrilla army in Bolivia in 1967, the focus shifted to urban guerrilla warfare. In the 1970s and 1980s, a new phase of guerrilla movements emerged in Peru and in Central America. While guerrilla-style warfare can provide a powerful response to a much larger and established military force, armed insurrections are rarely successful. Multiple factors including a failure to appreciate a longer history of grassroots organizing and the weakness of the incumbent government help explain those defeats and highlight just how exceptional an event successful guerrilla uprisings are.
Friedrich E. Schuler
General Victoriano Huerta (1850–1916) stands out as the bête noire of twentieth-century Mexico. He was a career army officer who had attained the rank of general. Other generals and the old economic and social hierarchy supported him as a transitional national leader who could restore order following Francisco Madero’s revolution and presidency. Huerta has become the national bête noire because of his assumed responsibility for the assassination of Madero and his vice president, along with several governors and congressmen of the revolutionary regime. His seizure of power resulted in a new phase of the Mexican Revolution, the U.S. occupation of Veracruz, and his involvement with German Mexico and the area along the border with the United States. After going into exile, he attempted to return to power by invading Mexico. He was arrested by U.S. officials and interned at Fort Bliss, in El Paso, Texas, where he died during emergency surgery.
After decades of revolutionary upheaval and political violence that began early in the 20th century, Mexico had seemingly achieved stability and a relative level of social peace by the 1940s. The peasant revolution of 1910—beginning with its armed, insurrectionary phase (1910–1920) to the subsequent decades (1920–1940) that involved making “The Revolution” manifest in the everyday lives of Mexicans who (to borrow historian Jeffrey Pilcher’s metaphor) chose à la carte from the revolutionary menu—produced a durable political order characterized by an active level of popular participation and legitimacy. The peace was durable, yet potentially fragile since postrevolutionary rulers, contained within the confines of the Partido Revolucionario Institucional (PRI) and its previous incarnations, could not take the peasant masses for granted. Revolution had taught these masses something about their power, both its limitations and potential, to shape the content and form of the Mexican state.
After 1940, as the PRI gradually exhibited its preference for political authoritarianism and an economic project that rapidly industrialized and urbanized the country while pauperizing the countryside, a series of disparate popular protest movements continually emerged. Usually peaceful and basing their alternative modernizing visions on the 1917 Constitution and the radical policies of President Lázaro Cárdenas during the 1930s, these movements—peasant, organized labor, and student movements—often faced repression and violence at the hands of state agents and/or local-regional caciques when demanding political democracy and economic justice. The spectacular massacre of protestors in public spaces and the selective assassination of dissident movement leaders represent two of the tactics employed by the PRI to quell popular resistance in the post–1940 era. Yet, such instances of state violence also stimulated political and tactical radicalization as some protestors organized revolutionary expressions of armed struggle and guerrilla warfare. From 1940 to 1982, more than three dozen armed organizations emerged in almost every region, in both urban and rural settings, displaying a wide variety of revolutionary ideologies and practices. Beginning with Rubén Jaramillo’s 1943 armed resistance in Morelos and ending with the formal dissolution of the urban Liga Comunista 23 de Septiembre in 1982, these armed struggles generally shared the goal of overthrowing the PRI regime, seizing state power, and articulating a socialist vision for a post-PRI Mexico.
Andrés Estefane and Luis Thielemann
Marxist thought in Latin America was impacted by various transatlantic intellectual, and social influences. The changes in Latin American Marxism can be placed in a five-stage chronological framework. The first stage, from the late 19th century to the early 20th century, encompasses the arrival of European immigrants, who introduced the first references to Marxist socialism, and the local development of that repertoire among workers, journalists, and intellectuals in the urban centers of Latin America. The initial influence of the Second International and Karl Marx’s texts started to change during the second decade of the 20th century, following the debates sparked by the Russian Revolution and the emergence of communism. This context framed the beginning of the second stage, characterized by the emergence of a group of thinkers who questioned the Eurocentric tone and the mechanical assimilation of European Marxism. Taking as a point of departure the particularity of Latin American social formations, and inspired by a strong anti-imperialist discourse, these intellectuals and revolutionary leaders aimed at developing an original reading of Marxist thinking, more pertinent to the rural and indigenous character of the continental societies and the structural legacies of the colonial past. A third stage began in the 1930s, after the fall of the Spanish Republic, the ascent of fascism and Nazism in Europe, and the ideological purges that followed the Stalinization of the Communist Party of the Soviet Union. The increasing influence of the Comintern (the Communist International) deactivated the creative impetus of the early 20th century, though it did not prevent the emergence of intellectuals and local organizations—led by Trotskyism and Left Opposition groups—who strongly criticized Stalinism and the bureaucratization of Soviet Communism. The triumph of the Cuban Revolution in 1959 marked the beginning of a fourth stage in the history of Latin American Marxism. That event inverted the traditional direction of the transatlantic influence, since Latin America became a landmark case for Western Marxism. In the midst of a complex and productive intercontinental dialogue with Europe, Latin American Marxism developed crucial debates on such topics as the colonial legacy of the continental capitalist development, the relationship between racial hierarchies and class struggle, and over the political “routes” to building socialist orders. These dialogues and debates came to an abrupt end after the wave of coup d’états that shook the continent between the 1960s and the 1980s. The political defeats of the attempts to construct socialist systems provoked a Marxist diaspora that brought many European intellectuals back to their own continent and sent many militants and thinkers into exile in Latin America and elsewhere. Interestingly, the evaluation of the defeat was the basis for an ample renovation of the Marxist thought, which marked the beginning of the fifth and current stage, characterized by the emergence of the Latin America’s progressive governments of the 21st century and the gradual withdrawal from the old bases of historical materialism. Although this periodization recognizes the diverse transatlantic contexts that influenced Latin American Marxism, it also seeks to highlight that the production of Marxist thinking on the continent has mainly been connected with the experience of active militants and intellectuals proscribed or marginalized in academia. By extension, the development of Latin American Marxism appears to be intimately linked to the political struggle of the continental Left, which does not negate that Latin American thinkers have also produced theoretical works on Marx.
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.