Category Archives: economics

Evolution of Slavery in Brazil

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 172-173:

In practice, the royal legislation concerning the enslavement of Indians was ignored virtually in its entirety by the Portuguese in Brazil. The hunting of Indian slaves was to continue throughout the colonial period. However, the nature of slave-holding in Brazil underwent a slow but eventually decisive change after about the middle of the sixteenth century. Indians along the coast were becoming scarce: as hostilities between settlers and natives grew fiercer, tribes withdrew into the hinterland; at the same time diseases started to thin their ranks. The available labour force was drastically depleted, intensifying the competition between missionaries and planters for Indian manpower.

An obvious solution lay in the importation of African slaves to work on the Brazilian plantations. The Portuguese had been operating a slave-trade along the African coast for nearly a century, and they were splendid mariners, so there was therefore no impediment to extending the trade to the New World. Even though African slaves were more expensive than Indian, there were two distinct advantages to the owners: the Africans had the same immunities to viral infections as the Europeans, and they were reputed to be better suited to the kind of hard labour required on the plantations. The demand for labour in the burgeoning sugar industry of Brazil was to lead to an enormous expansion of the African slave-trade (and demand would grow a few decades later in the 1580s when planters in the islands and coastal areas of the Spanish Indies began to seek a replacement for vanishing Indian manpower).

How many slaves were imported into Brazil is not reliably known, and what figures there are remain in dispute, but it is clear that the numbers were very high. By the end of the sixteenth century there may well have been between 13,000 and 15,000 black slaves in Brazil, constituting some 70 per cent of the labour force on the plantations. The white population of Brazil in around 1585 has been estimated at 29,000. During the first half of the seventeenth century about 4,000 slaves a year were imported into Brazil; from about 1650 to 1680 this figure rose to about 8,000, after which it began to tail off. In the eighteenth century the volume of imports began to increase once more when the gold-mining industry pushed up overall demand – Bahia alone received some 5,000 to 8,000 slaves a year. In the north-east as a whole slaves made up about half the population – over two-thirds in the sugar-growing areas. So many were imported partly because the mortality rate of the black slave population was so high and because its rate of procreation fell consistently below the level of replacement – an index of the tremendous demoralization and physical strain that afflicted the slaves. Philip Curtin estimates that in the course of the seventeenth century Brazil took a 41.8 per cent share of the total number of slaves transported to America.

The arrival of Africans in such huge numbers was to add a new demographic dimension to the Portuguese colonies in the New World. Since such a great part of the population was non-white, race mixture soon produced, as in the Spanish Indies, very many people of intermediate ethnicity – mulattos or pardos (white-black), mamelucos or caboclos (white-Indian) and cafusos (Indian-black). Brazil would become an extremely colour-conscious society, and racial features were an important element in social ranking and cultural identification. The inescapable reality was that the sugar economy, as created in the middle of the sixteenth century, made slavery a founding fact of Brazilian society.

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Status Seekers in Spanish Colonies

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 135-136:

By the very nature of its foundation, Spanish American society was seigneurial and status-ridden, yet it lacked the means effectively to institutionalize differences in social status. The creole élites had to fall back on less well-defined symbols of status – landed wealth, racial purity and reputation. The standing conferred by landownership can be appreciated by the fact that merchants and mine-owners, once they became sufficiently wealthy, would invariably purchase a hacienda in order to acquire social prestige. This applied also to officials in Crown service. Yet, as we have seen, haciendas were not financially secure enterprises, and so whatever nobility a landed estate conferred could be lost through financial ruin.

A white skin was an indispensable qualification for nobility, for any taint of Indian or African blood would just as surely diminish a creole’s status as suspicion of Jewish ancestry compromised the nobility of a peninsular Spaniard’s lineage. Medieval Spanish concepts of ‘purity of blood’ were thus transferred to the Indies, but given new meaning in a markedly different racial environment: whiteness distinguished those who belonged to the race of the conquerors from the conquered or the enslaved. Hence the obsessive interest shown by American Spaniards in classifying and ranking the various permutations of race (see below). But even racial purity was an unreliable guide to social eminence, for by the late seventeenth century miscegenation had become so widespread that very few families of hacendados were totally free of mixed blood. Since whiteness was no longer a sufficient criterion of superiority, it had to be supplemented, or the lack of it compensated for, by other symbols of social quality – the most powerful of which was the pedigree or reputation of a family.

The surest source of reputation was mando, the power to command subordinates and bestow favours on clients: it was the closest a socially eminent creole could come to the condition of the European aristocrat who had rights of jurisdiction over vassals. Mando was necessarily more diffuse and could be exercised in different spheres. Thus, the higher clergy, the great mine-owners and the very wealthy transatlantic merchants possessed mando and could belong to the upper class. The hacienda, in a sense, was an accessory of mando, not its source; it was the theatre in which a man of authority, whatever the origins of his wealth, could represent to others the extent of this authority in the number of his dependants, clients, retainers, servants and workers. Because it lacked the true stamp of royal approval, nobility in the Indies was highly gestural and charismatic – a matter of striking the right attitudes through lavish acts of generosity, disinterested hospitality, conspicuous consumption or displays of gallantry and honour. Thus the ‘non-economic’ behaviour of the creole upper class – taking out a large mortgage for no other purpose than to endow a chapel, say – was no arbitrary indulgence, but a social performance whose object was to advertise social rank.

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American Elites vs. Masses under Spanish Rule

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 85-87:

In the course of the Spanish Conquest and the decades immediately following it, the imperial structures of the Aztecs and the Incas were destroyed, their royal families and imperial nobility deprived of their power. It was this native ruling aristocracy which had most reason to lament the passing of the old order, and the expressions of their nostalgia and sorrow have come down to us in writings which have all too often been taken as representative of the generality of Indians.

Once the Spaniards had got the upper hand, the Indian aristocracy faced the choice of either collaborating with their conquerors or organizing rebellions in order to recover their former power. As we have seen, the young prince Manco Inca in Peru at first chose collaboration in the hope of outmanœuvring dynastic rivals for the imperial title, but later decided to rebel against the Spaniards once he realized that the conquistadors had no intention of quitting the country. Even in later generations it was possible for aristocratic collaborators to change their minds and attempt to rebel against Spanish power. This type of resistance was élitist and dynastic, having little to do with the defence of the mass of Indians. But dispossession was not, in fact, the fate of the Aztec and Inca nobles; so long as they accepted Spanish sovereignty, they were allowed to retain their aristocratic status in post-Conquest society: they were awarded lands and encomiendas by the Spanish monarch, and their children were educated in schools for nobles, such as the college at Tlatelolco in Mexico and those of Huancayo and Cuzco in Peru.

There were Indian kingdoms which actually formed alliances with the Spanish invaders against their historic enemies. In Mexico the most famous example is that of the Tlaxcalans, who attacked Tenochtitlán and helped Cortés raze the city to the ground; in Peru the support of the Huanca people was crucial to Pizarro’s defeat of the Incas. ‘Such alliances expressed the internal contradictions and discontents that plagued Aztec and Inca rule, and the failure of these empires to eradicate the independent military potential of resentful ethnic kingdoms.’ Even after the Spanish Conquest had been completed, numerous ethnic kingdoms and tribes decided to collaborate with the new masters in order to seek advantage against rivals, regain lost territory or rid themselves of domination by hated enemies. The crumbling of the pre-Hispanic empires had the effect, therefore, of devolving identity and autonomy to subjugated ethnic kingdoms, and of revitalizing the authority of ethnic chieftains. It was this class of chiefs, called pipiltin in Mexico and curacas in Peru, that dealt with the Spaniards and organized their own people to offer tribute and labour services to the Spanish encomenderos.

Within these Indian kingdoms and communities, traditional life went on much as before, and, having accepted the new masters, it made sense also to accept their religion. Even so, relations with the Spaniards were unstable in the aftermath of the Conquest. If a kingdom or tribe came to believe that its interests were no longer being served by alliance with the Spaniards, it might attempt to resist them or even rebel. In Peru during the 1560s the most radical of these rebellions was that of the millenarian movement called Taki Onqoy in the region of Huamanga, where many tribes previously loyal to the Spaniards turned against them in reaction to excessive labour demands, and called for the outright rejection of Spanish law and religion, appealing to their gods to help them expel the invaders.

Yet even though the basic structures of Indian life at the communal and tribal levels remained largely unchanged by the Conquest, none the less many villages, crops and individual lives were destroyed in the course of the wars (in Peru, it must be remembered, a bitter civil war had been raging for several years before the Spaniards arrived). There is no doubt that large numbers of Indians suffered torture and rape at the hands of the conquistadors. Labour for the encomenderos must often, though not always, have been harsh and exploitative, since many Spaniards were not interested in settling down but simply wanted to extract as much wealth as possible from the Indies before returning to Spain. The Conquest also disrupted communities; many Indians took to wandering the countryside as vagabonds or fled the Spaniards to hide in the wilderness. This kind of dislocation was particularly common in Peru, where the mitmaq system, based on ‘vertical archipelagos’ or outlying colonies, partially broke down, leaving many colonists cut off from their tribal homelands. One option for such displaced individuals was to enter the service of Spaniards as part of that class of commoner called naborías in Mexico and yanaconas in Peru – detribalized Indians who used to serve as personal retainers to the Aztec and Inca aristocracies and whom the Spaniards also employed.

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Origins of Portugal’s Empire

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 70-72:

Portugal’s experience of the Reconquest and her Iberian cultural heritage made her share many characteristics with her neighbour Castile, their cognate histories frequently crossing and overlapping with each other. As in the case of Castile, the centuries of fighting against the Muslims produced a society in which religion had a crusading quality and was closely associated with the national identity. The system of land tenure was similar to Castile’s: in the fertile, well-populated north, there were a large number of smallholders and tenant farmers; in the south the latifundium and a seigneurial regime predominated.

The Portuguese were not particularly given to seafaring. Though fishing was significant, most of the population were actually peasants who worked the land. Still, Portuguese society was motivated by aristocratic and military values, and, with its reconquest concluded some two centuries before Castile’s, Portugal’s quest for glory and riches was carried abroad to North Africa and into the Atlantic, where the spirit of adventure of a small minority was to lead to remarkable feats of maritime exploration and empire-building. Exploits overseas, however, went hand in hand with commerce, stimulated by the presence of considerable numbers of Genoese merchants and mariners who had settled along the coast, and especially in Lisbon, which was by far the most populous city.

The Portuguese monarchy in the thirteenth and fourteenth centuries was constantly under threat from ambitious nobles, from a powerful Church, and, not least, from dynastic quarrels in which the hand of Castile was invariably suspected, and with good reason. Relations with Spain would remain ambivalent: the larger neighbour exerted a very powerful influence on culture as well as politics, but there would always exist forces of repulsion, and Portuguese foreign policy was chiefly concerned with maintaining national independence from Castile. Portugal’s long association with England – starting as a trading relationship in the twelfth century and periodically formalized by a series of treaties – stemmed from the need for a strong ally to counterbalance the perennial threat of incorporation by Spain.

A turning-point came in 1385 at the battle of Aljubarrota, when a new king, John of Aviz, nominated by the Portuguese Cortes and aided by English allies, won a victory against Castile and the Portuguese nobles. The long reign of John I (1385–1433) saw the development of a powerful monarchy capable of creating a stable nation state largely free from baronial challenges and galvanized by a renewal of the crusading spirit, though this was now directed towards Africa: the imperial phase of Portuguese history began with the taking of Ceuta in 1415. A few years later, John’s son, Prince Henry the Navigator, established a school of navigation at Sagres on the Algarve and became the patron of the voyages of exploration that would continue long after his death in 1460 and would eventually open Africa, India and the East to the Europeans.

The death of John I was followed by an interlude of aristocratic revolt and dynastic civil wars, the latter overlapping with the wars of succession which put Isabella on the Castilian throne. In Portugal, John II (1481–95) finally imposed order and proceeded, by a combination of murders and executions, to break the power of the nobility and confiscate much of its wealth. It was John II who finally created in Portugal an absolutist nation state resembling the Catholic monarchy of Spain, with the Church playing a crucial role in giving a monopoly of legitimacy to the unifying authority of the Crown.

For eighty years after John’s death, Portugal’s Catholic monarchy supervised the building of one of the most far-flung empires ever to have been created by Europeans: in 1487 the Cape of Good Hope was rounded by Bartholomew Dias; by 1498 Vasco da Gama had reached India; the year 1500 saw another Portuguese expedition discover a land that would eventually become Brazil; in the course of the sixteenth century the Portuguese established bases and factories in Ceylon, Malacca and the Spice Islands of the Indonesian archipelago; by the 1570s they had won a monopoly of the lucrative trade between China and Japan from a base established at Macao on the Chinese mainland in 1557.

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The Inca Vertical Archipelago

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 48-49, 50-51:

In less than a hundred years the Incas had built the most formidable empire in the Western Hemisphere. Like that of the Aztecs, their dominion was characterized essentially by the levying of tribute from scores of subject kingdoms and tribes. But the Incas went much further than the Aztecs in developing a centralized bureaucratic state at the service of a supreme ruling class. In this the physical peculiarities of the Andean region were directly influential.

The geography of the area covered by the Inca empire is marked by great contrasts of climate and terrain. Ascending from the rainless deserts of the coast to the snow-capped peaks of the Andes, one passes through sharply varying ecological environments. On the coast, agriculture is possible only in the vicinity of rivers or on land under irrigation; fishing has therefore always been important. In the highlands, altitude determines the kind of crops that can be produced; for instance, maize will grow well up to 11,000 feet, while at higher levels tubers and grains can be cultivated. In the cold, windswept puna – steppe-like grasslands just below the snow-line – no agriculture is possible, though pasture is available for the llamas, vicuñas and other ruminants that provide meat and wool. Each level forms an ‘ecological tier’ yielding a particular range of produce, and yet there is not enough fertile land on any one tier to sustain a large population. Over the centuries Andean societies developed a way of overcoming this problem by sending out settlers to cultivate crops at different altitudes in order to complement the produce of their native territories. Andean societies were not therefore territorially integrated units, but took rather the form of ‘vertical archipelagos’ comprising the ancestral homeland – which provided the core of tribal identity – and outlying agrarian settlements on a number of ecological tiers specializing in various types of produce for distribution and exchange among the dispersed branches of the tribe. Geography thus produced a unique economic structure, which, in turn, determined social values and practices. Where fertile land, being scarce, needed to be so carefully husbanded, it is little wonder that its distribution had to be closely regulated by the community and that a spirit of co-operation should be so highly prized among members of the tribe. As a result, the two ruling principles of Andean tribal society were redistribution and reciprocity.

As a direct descendant of the Sun God, the supreme Inca was an absolute ruler possessed of an awesome majesty. Just as the sun sustained all living things in the natural world, so the Inca was responsible for the well-being of the social order. In return for his dispensation of justice, his subjects would offer up to him their tribute and labour services. The Inca state, in effect, drew upon elementary tribal relations of reciprocity and mutual aid, and converted them into a sophisticated system of ideological control based upon a relationship between the royal patron and his clients which was not essentially different from that which existed between a contemporary European monarch and his subjects. What many modern writers have seen as unique ‘socialist’ or ‘welfare state’ features of the Inca empire were in reality manifestations of royal patronage. Thus, for instance, the Inca would allow his peasants to graze their animals on common lands as a reward for their labour services on his personal estates. The bulk of the tribute-goods collected from the peasants would go towards provisioning the army, the bureaucracy and other branches of the imperial state, but a portion was kept back in storehouses and released in times of famine by the generosity of the Inca in order to relieve the hunger of the masses. Similarly, the Inca would redistribute some of the tribute to provide for the old and the sick. In the view of Nathan Wachtel, ‘the peasants felt therefore that they shared in the consumption of the produce they delivered as tribute’, though it may be as well to recall that this form of reciprocity rested on the ideological exploitation of peasant labour. Certainly, there was a sharp divide between the hard grind of a peasant’s life in the villages and the leisured circumstances of the Inca nobility and of the curacas (tribal lords) who had been co-opted into the imperial ruling class. These aristocrats – called orejones or ‘big ears’ by the Spaniards because of their custom of distending their ear-lobes with gold discs – possessed private estates and material wealth which they would display as a sign of their power. In addition to the finery of their costume and the delicacy of their diet, they were allowed to practise polygamy and concubinage, and to chew the narcotic coca leaf. These special liberties were strictly forbidden to commoners, for, like all aristocratic societies, the Incas were obsessed with status, and perhaps more than most, the Incas succeeded in using religion to justify social privilege.

Inca religion was very much a family affair, since the supreme Inca and his kin possessed the sacred aura of divine descent. This was another example of the Incas’ conversion of tribal customs into the tools of imperialism.

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Aztec Religious Imperialism

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 44-45:

The basis of Aztec dominion was the levying of tribute in the form of goods and labour from tribes defeated in battle. Territory was also expropriated and distributed as private estates to deserving Aztec nobles. To maintain their hegemony, the Aztecs planted colonies in conquered lands and supported these with Aztec garrisons. Tribute-collectors would bring back an abundance of goods to Tenochtitlán, not just staples such as maize or beans but also luxuries and trappings of status that the Aztec aristocracy craved – objects of jade and gold, precious stones, quetzal feathers and jaguar skins. Indeed, Aztec conquests were motivated as much by religious and cultural factors as by purely economic needs. Defeated tribes were forced to add the Aztec deities to their pantheon and to adopt the Nahuatl tongue. A major reason for waging war was the taking of prisoners to be sacrificed upon the altars of the great pyramid at Tenochtitlán. The Aztec gods stimulated belligerence by their unceasing demand for human blood, and it is possible that the purpose of the continual ‘wars of flowers’ against the neighbouring Tlaxcalans was to ensure a steady supply of sacrificial victims rather than conquest as such.

The Aztec nobility were able to live in great luxury by adapting the traditional customs and institutions of Middle American tribal culture to their own advantage. The most effective of these adaptations was in the field of myth and religion, for it was religion that underpinned the unquestionable authority of the Aztec emperor or tlatoani (‘he who speaks’), and provided the rationale for conquest and the imposition of tribute. Religion was a particularly effective tool of imperialism because much of the Aztec religion was common to other peoples of Middle America, all of whom could trace their heritage to the Toltecs, the true founders of Nahuatl civilization. Once the Aztecs had started on their imperial expansion, they took pride in styling themselves the heirs of the Toltecs, a claim which served to give their rule a sacred justification.

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Post-Bolivarian Blues in Latin America

From Bolivar: American Liberator, by Marie Arana (Simon & Schuster, 2013), Kindle pp. 409-410:

No one knew more than Bolívar how imperfect the work had been. Independence had been achieved—enlightened forms of government considered—and yet the victors had emerged with no singleness of purpose, no spirit of collegiality. Warlords still wanted to rule their little fiefdoms, their undersized dreams a match for undersized abilities. It was as true in Bolivia as it was in Venezuela: Notions of a larger union seemed pompous, foreign, vaguely threatening. The colonies were dead, but the colonial mentality was very much alive. The new republics were as insular and xenophobic as Spain had encouraged its American satellites to be. Venezuelans saw Peruvians as arrogant royalists. Coastal dwellers saw mountain dwellers as benighted Indians. Southerners saw northerners as outlandish Negroes. “Goodbye, sambo!” someone yelled as General Sucre pulled out of La Paz. No one seemed to want the dream of an amalgamated America.

The cost of liberty, as Bolívar well knew, had been staggering—far more so than in the United States. Vast, populated regions of Latin America had been devastated. A revolution begun by polite society on the assumption that its wins would be painless had become mired in two decades of catastrophic losses, rivaling in carnage the twentieth century’s more heavily armed conflicts. Populations had been cut in half. Regional economies had come to a rumbling halt. Indeed, the republics Bolívar had liberated were far worse off economically than they had been under the Spaniards; whole provinces had been laid waste. Silver mines had been abandoned; farmlands burned to ash, textile production stopped cold. The chance for a new America to create a robust, interregional market had been lost to squabbling border struggles. Although indigenous and black generals appeared in the army for the first time—a phenomenon that would transform the face of South America—the great masses of Indians and blacks were no better off after the revolution. For a long while, they would be far worse off than they had been under Spain’s oppressive laws. Slavery, which Bolívar had worked hard to eradicate, had been supplanted by other forms of subjugation; Creoles had appropriated the Spanish rule. The Americas that were emerging under Bolívar’s horrified eyes were feudalistic, divisive, militaristic, racist, ruled by warlords who strove to keep the ignorant masses blinkered and under bigoted control. Eventually this would change. There is a vast difference, after all, between slavery and freedom; between opportunity and a shut door; between a ballot and totalitarian rule. But those fundamental transformations would take a century and a half to work through the continent. Latin America lay in financial and social ruin, its cities on the verge of anarchy. It was hardly the enlightened world the Liberator had envisioned.

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Napoleonic War Surplus in Venezuela

From Bolivar: American Liberator, by Marie Arana (Simon & Schuster, 2013), Kindle pp. 216-217, 220:

THE ORINOCO WAS BUSTLING with outsiders. Admiral Brion, who was living in one of the lavish mansions on the waterfront, was overseeing a veritable whirl of activity along the river. … War supplies, too, were suddenly becoming plentiful. In June, a British ship delivered clothing and supplies for ten thousand men; days later, Brion himself brought in a valuable cargo of arms. By the end of July, a large ship had sailed in from London, followed by a brig from New York, bearing enough muskets, pistols, gunpowder, swords, and saddles to outfit an entire army. Bolívar purchased any and all such supplies, paying for them however he could—with mules, fruit, tobacco, livestock. “Arms have been my constant concern,” Bolívar had written to Luis López Méndez, his agent in London, but now they were flowing to him in abundance. So much so that at times there was no need for the equipment. One shipment arrived with fine leather saddles for Páez’s cavalry—saddles his wild horsemen would never use. The remnants of Wellington’s war with Napoleon, nevertheless, were beginning to put Bolívar’s troops at striking advantage. Within a few months, he had stored away fifty thousand stands of arms.

Wellington’s victory had provided something else to the republic: regiments of seasoned war veterans. As irony would have it, British soldiers who had fought alongside General Morillo’s officers in Spain were now enlisting to fight against them in Venezuela. The two years that followed the Battle of Waterloo saw a vast reduction in the size of the British army. In April of 1817, the London Times reported that half a million ex-soldiers were coming home to Britain’s greater population of 25 million. In good times, this would have been difficult enough; but these were not good times—England and Ireland had suffered famine, riots, rampant unemployment—and soldiers were returning to almost certain poverty. When Bolívar’s London agent López Méndez announced he wanted to recruit experienced soldiers to fight in the revolution, he found himself flooded with applicants.

Bolívar … allowed any of the foreigners appalled by the conditions of his post to leave without reprisals or recriminations. The ones who remained would prove to be an invaluable infusion of grit and dedication. Within a month, he would be sending for more. Within five years, fifty-three ships would bring more than six thousand volunteers from Britain and Ireland to serve in South America; 5,300 actually arrived. The ones who made it up the Orinoco to the plains quickly learned that making war in that faraway terrain was no easy way to earn money. Their contributions made a great difference to the revolution in that precise moment in history. Bolívar was convinced of it. He was known to say that the real Liberator of Spanish America was his recruiting agent in London, Luis López Méndez.

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A Year Without Summer, 1816

From Bolivar: American Liberator, by Marie Arana (Simon & Schuster, 2013), Kindle pp. 181-182:

Eighteen sixteen was the year without a summer. As Lord Byron put it, the bright sun had vanished and stars wandered “darkling in the eternal space.” The colossal eruption of Mount Tambora in Indonesia on April 10, 1815—the largest volcanic event in recorded history—had traveled the globe to spew a fine ash over Europe and the Americas. A year later, the earth’s atmosphere was so saturated with sulfur that brilliant sunsets inflamed the English skies, torrential rains washed away European crops, and a persistent gloom hung over North America. At the time, few imagined that a single geologic event in a remote location could affect the entire globe, and yet there was so much evidence of a freak imbalance: stinging frosts carpeted Pennsylvania in the middle of summer, killing the livestock; in Germany, harvests failed, causing a crippling famine; a typhus epidemic swept through the Mediterranean. There were surprising ramifications. Food riots gripped England and Ireland; Luddites torched textile factories with renewed frenzy. In a dark castle in rain-pelted Switzerland, Mary Shelley wrote the novel Frankenstein. In northern Europe, J. M. W. Turner was so stunned by the fiery skies that he recorded them in magnificent canvases for years to come. In France, rampant disease prompted a new age of medical discovery. And in the Caribbean, where Bolívar prepared to relaunch his revolution, a perfect calm preceded the hurricane season, which arrived a month sooner than usual, tossing the sea with singular fury.

Eighteen sixteen also became the revolution’s cruelest year. There were wholesale beheadings, hangings, firing squads—all in the name of “pacification.” General Morillo had installed draconian laws to rid Venezuela—Spain’s most defiant colony—of revolutionaries once and for all. The royalists arrested suspects in rural backwaters and relocated them to heavily defended towns, where they could be overseen. Anyone found wandering the countryside was a candidate for the gallows. Morillo’s men burned crops, purged the forests of fruit trees, killed farm animals, impounded horses, and executed any blacksmith capable of forging a lance’s head or any other weapon. Royalist commanders exacted taxes and punitive fines, making themselves rich and powerful in the process. Patriots, on the other hand, were stripped of whatever property they had.

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Spanish Repression in the Americas

From Bolivar: American Liberator, by Marie Arana (Simon & Schuster, 2013), Kindle pp. 25-28:

FOR TWO HUNDRED YEARS, FROM the mid-1500s through the mid-1700s, the world that Spain had made had struggled against fiscal failure. The empire whose motto had once been a rousing Plus Ultra! had glutted world markets with silver, thwarted the economic growth of its colonies, and brought itself more than once to the brink of financial ruin. Nowhere was Spain’s misguided fiscal strategy more evident than in the streets of Caracas in the late 1700s, where a deep rage against the madre patria was on the rise.

The case of the Spanish American colonies had no precedent in modern history: a vital colonial economy was being forced, at times by violent means, to kowtow to an underdeveloped mother country. The principal—as Montesquieu had predicted a half century before—was now slave to the accessory. Even as England burst into the industrial age, Spain made no attempt to develop factories; it ignored the road to modernization and stuck stubbornly to its primitive, agricultural roots. But the Bourbon kings and their courts could not ignore the pressures of the day: Spain’s population was burgeoning; its infrastructure, tottering; there was a pressing need to increase the imperial revenue. Rather than try something new, the Spanish kings decided to hold on firmly to what they had.

At midnight on April 1, 1767, all Jesuit priests were expelled from Spanish America. Five thousand clerics, most of them American-born, were marched to the coast, put on ships, and deported to Europe, giving the crown unfettered reign over education as well as over the widespread property of the Church’s missions. King Carlos IV made it very clear that he did not consider learning advisable for America: Spain would be better off, and its subjects easier to manage, if it kept its colonies in ignorance. Absolute rule had always been the hallmark of Spanish colonialism. From the outset, each viceroy and captain-general had reported directly to the Spanish court, making the king the supreme overseer of American resources. Under his auspices, Spain had wrung vast quantities of gold and silver from the New World and sold them in Europe as raw material. It controlled the entire world supply of cocoa and rerouted it to points around the globe from storehouses in Cádiz. It had done much the same with copper, indigo, sugar, pearls, emeralds, cotton, wool, tomatoes, potatoes, and leather. To prevent the colonies from trading these goods themselves, it imposed an onerous system of domination. All foreign contact was forbidden. Contraband was punishable by death. Movement between the colonies was closely monitored. But as the years of colonial rule wore on, oversight had grown lax. The war that had flared between Britain and Spain in 1779 had crippled Spanish commerce, prompting a lively contraband trade. A traffic of forbidden books flourished. It was said that all Caracas was awash in smuggled goods. To put a stop to this, Spain moved to overhaul its laws, impose harsher ones, and forbid Americans even the most basic freedoms.

The Tribunal of the Inquisition, imposed in 1480 by Ferdinand and Isabel to keep a firm hold on empire, was given more power. Its laws, which called for penalties of death or torture, were diligently enforced. Books or newspapers could not be published or sold without the permission of Spain’s Council of the Indies. Colonials were barred from owning printing presses. The implementation of every document, the approval of every venture, the mailing of every letter was a long, costly affair that required government approval. No foreigners, not even Spaniards, could visit the colonies without permission from the king. All non-Spanish ships in American waters were deemed enemy craft and attacked.

Spain also fiercely suppressed American entrepreneurship. Only the Spanish-born were allowed to own stores or sell goods in the streets. No American was permitted to plant grapes, own vineyards, grow tobacco, make spirits, or propagate olive trees—Spain brooked no competition. It earned $60 million a year, after all (the equivalent of almost a billion today), by selling goods back to its colonies.

But, in a bizarre act of self-immolation, Spain enforced strict regulations on its colonies’ productivity and initiative. Creoles were subject to punishing taxes; Indians or mestizos could labor only in menial trades; black slaves could work only in the fields, or as domestics in houses. No American was allowed to own a mine; nor could he work a vein of ore without reporting it to colonial authorities. Factories were forbidden, unless they were registered sugar mills. Basque businesses controlled all the shipping. Manufacturing was rigorously banned, although Spain had no competing manufacturing industry. Most galling of all, the revenue raised from the new, exorbitantly high taxes—a profit of $46 million a year—was not used to improve conditions in the colonies. The money was shipped back, in its entirety, to Spain.

Americans balked at this. “Nature has separated us from Spain by immense seas,” exiled Peruvian Jesuit Viscardo y Guzmán wrote in 1791. “A son who found himself at such a distance would be a fool, if, in managing his own affairs, he constantly awaited the decision of his father.” It was as potent a commentary on the inherent flaws of colonialism as Thomas Jefferson’s “A Summary View of the Rights of British America.”

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