Category Archives: religion

Liberating Bukovina, August 1917

From The Other Trench: The WW1 Diary and Photos of a German Officer, by Alexander Pfeifer and Philipp Cross (True Perspective Press, 2024), Kindle pp. 243-245:

1.8.1917 At 6 o’clock in the morning, my company again takes the lead towards Moldauisch Banilla — terrible heat. The Hutsuls erect triumphal arches for us and distribute bouquets of flowers. Almost all of them have beautiful faces. As always, the Russians have looted and burned everything during their retreat. We again capture five dispersed Russians in front of Moldauisch Banilla.

We continue further towards Moldauisch Banilla in the afternoon, which is very heavily occupied by the Russians. Because my company deployed three assault squads, I just have 40 men left and go in reserve. The entire jäger brigade attacks. I receive heavy artillery fire and have two wounded. Moldauisch Banilla is mostly taken towards the evening. This is a large place with a large German colonist quarter and a Jewish quarter. The residents had a bad day in the town, which was bombarded from two sides, with many being dead and wounded. Multiple houses burn. Late in the evening, I move into a Hutsul house in Moldauisch Banilla, where we are given a very friendly welcome by the residents.

2.8.1917 Forward march at 6 o’clock in the morning. An old Jew bangs like mad for joy on a Russian drum as we march past. The Russians have cleared the heights to the east of Moldauisch Banilla by morning — the thankful inhabitants kiss my hands while marching through. My company is taking the lead in our division today.

We march over a wooded ridge towards Czudyn. The last Russians disappeared into the forest an hour ago after being shot at by our patrols. It is tropical heat again today. My assault squad, under Lieutenant Fischer, surprises an enemy battalion bivouacking in the village of Neuhütte, which flees under fire and later retreats hastily; so that when we advance, we find the village no longer occupied. During the evening, the residents, who hid in the forests with their cattle for a week, return and kiss our hands with joy. I am staying with a Romanian farmer, and the whole family is touchingly looking after us. A neighbour even brought us a slice of honeycomb.

Just as we had made ourselves comfortable, we were alarmed at 3 o’clock in the morning and marched to Czudyn, an endless nest where the other companies took up outposts, whilst my company quartered itself as a reserve in Romanian houses.

3.8.1917 My hostess brings milk and eggs again in the morning. There are eggs, geese, chickens, milk, and an abundance of livestock here, and it is very cheap. I have drunk incredible amounts of milk in Bukovina so far. It was previously called “Mologa” by the Hutsuls, and now “Lapte” by the Romanians.

There is an incredible tropical heat again. At 8 o’clock in the morning, we continue to the church in Czudyn, and my company secures the place via field guards. Bouquets of flowers are presented to us everywhere, and all the horses and carriages are wreathed. We have been pulled out of the front line today and are now division reserves. The Russians are in a hurry to flee. They didn’t burn anything apart from the bridges in Neuhütte and Czudyn.

I am living with Poles. My company is stationed as field guards.

4.8.1917 I slept wonderfully in a proper bed. In the morning, I march behind the battalion that marched ahead over Idzestie and to Petroutz, where there is a longer lunch break. I then catch up with the battalion in Kupka. We encounter thunderstorms twice, the likes of which I have never experienced before. We attack Fantana Alba (Rom. ‘White Fountain’) towards the evening, where the Russians want to prevent us from leaving the forested mountains. We stay in the forest as brigade reserves, where we can fortunately light large fires and dry ourselves. I was wet to the skin despite the rubber coat. I am spending the night on the stove bench inside a lonely Ruthenian forest keeper’s house, inhabited by 1000 flies.

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Trench Life, Easter 1915

From The Other Trench: The WW1 Diary and Photos of a German Officer, by Alexander Pfeifer and Philipp Cross (True Perspective Press, 2024), Kindle pp. 63-64:

The trenches are flawlessly constructed. Every rifleman has a small niche of his own with steps leading up to it. Everything is reinforced with sandbags, and everyone stands behind a defensive shield of steel. Most people have tent canvases stretched over them so that they stand dry. Small boxes for bullet cartridges are built into the niche walls, and there are also waterproof boxes with hand grenades scattered throughout the trench. There are even special depots for trenchwork tools, ammunition and so on. Nice and deep shelters are plentiful. As a platoon leader, I have one for me and my orderly. Inside are two sleeping spots on top of each other like in a ship’s cabin. I even have a mattress. Of course, there is a table, wicker chair, oven, wall shelf, coat hangers, and pictures. To heat, we use hard coal which we can conveniently get from the nearest mine. Opposite us lies the French Landwehr. Only single shots are fired during the day, whereas it gets somewhat livelier at night. We are also graced with a few shells from time to time, but they haven’t caused any damage so far.

The weather was nice all day and night on the first day of the holidays, but it has been raining heavily since the morning of the second day. It is now rather filthy in the trenches as a result. We should have been replaced at 9 o’clock in the evening, but it was 1 o’clock in the night when the first replacement arrived. I then led the way through the communication trench all alone and didn’t get lost despite the many diversions. The mud reached high above the ankles, but this was an outright stroll compared to the past. The trench at Richebourg would have been impassable after such tremendous rain. The carriage I had ordered over the phone was waiting for me in Auchy, and I arrived in Billy at half past 2 in the morning where I quickly made a ration (sausage with kraut) on the spirit stove. I was suddenly woken up during the deepest sleep at half past 5 in the morning — highest alert. I thus got out of bed, got dressed, packed my suitcase and loaded the wagon. Just when I was finished, it was said that everyone could lie back down because it was just a practice alarm for the entire division. I then slept the whole day in return.

There was a strong storm with rain last night. Things will look lovely in the trenches tonight. I had some duties today — rifle inspection and instructing the oberjägers. I am going back to the Front for a couple of days again this evening. Captain Beutin is now the commander of the entire combat sector, and I am the company commander during this time. This means that I no longer have to do guard duty, but there is a lot of written and telephone work.

We eat together in peace in the mess hall here, which is set up inside the manor. The price is surprisingly cheap for the good food and drink; only 30 to 40 Mark a month. Extra drinks are of course charged separately. Food and drink are also delivered forward from the mess to the trench. Our electricians have laid wires throughout the entire place so that we have electric lights everywhere. A cable has also just been laid towards the front so that we will have electricity in the shelters in the near future too. We have built shelters at the front that are four metres underground. I feel significantly more comfortable again since being back here. It is a completely different life here than in the boring hospital.

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Loss of Portugal’s Flagship, 1512

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 268-271:

The Frol de la Mar was one of the trophy ships of the Portuguese fleet. At four hundred tons, it was the largest carrack yet built; equipped with forty cannons, distributed on three decks, its stacked high stern and forecastle made it an intimidating presence among the dhows of the Indian Ocean—a floating fortress that could fire in all directions. At the battle of Diu, it had slammed six hundred cannonballs into the Egyptian fleet in the course of a single day, but its size made it awkward to maneuver in tricky conditions, and it was now old. The average life of a ship on the India run was perhaps four years; the battering of the long voyages and the ravages of the teredo worm turned stout planks to pulp in a short time. By 1512 the Frol had been at sea for ten. It was seriously leaky and required continuous patching and pumping. Albuquerque wanted to nurse it back to Cochin and conduct repairs, but the common consensus was that the ship was a death trap. Many of those leaving flatly refused to sail in it. Only the formidable confidence of the governor ensured a crew. Because of its size, it carried the bulk of the treasure as well as many of the sick and wounded and some slaves as presents for the queen.

The Frol was in trouble, now leaking badly and unable to maneuver with the burden of its cargo and the growing weight of water. It had also anchored to ride out the storm, but water was coming in so fast that the pumps were useless. According to Empoli, “another wave struck it, and the rudder broke off, and it swung sideways and ran aground. It immediately filled with water; the crew gathered on the poop deck, and stood there awaiting God’s mercy.” It was time to abandon ship. Albuquerque ordered some of the masts cut down and lashed together to make a crude raft. The sick and wounded were put in the one ship’s boat, while the remaining crewmen were transferred to the raft in a rowboat. Albuquerque, with one rope tied around his waist and the other tethered to the Frol, steered the skiff back and forward until all the Portuguese had been taken off. Disciplined to the last, he ordered all to leave the ship in just jacket and breeches; anyone who wanted to keep any possessions could stay behind. As for the slaves, they could fend for themselves. Their only recourse was jumping into the sea; those who could not swim drowned. Some were able to cling to the raft but were prevented at the point of a spear from climbing aboard and overloading it. At sea, it was always survival of the most important. Behind them the Frol broke in two, so that only her poop deck and mainmast were visible above the water. The ship’s boat and the raft drifted through the night, “and so they stayed with their souls in their mouths begging God’s mercy, until dawn, when the wind and the sea abated.”

In the Frol “was lost a greater wealth of gold and jewels than were ever lost in any part of India, or ever would be.” All of this had vanished into the depths, besides the gems and bars of gold intended for the king and queen, along with beautiful slaves drowned in the catastrophe and the bronze lions Albuquerque had reserved for his own memorial. And there was something else, equally precious to the geographically hungry Portuguese as they attempted to take more and more of the world into their comprehension and their grasp. It was a fabulous world map, of which only a portion survived. Albuquerque lamented its loss to the king:

a great map drawn by a Javanese pilot, which showed the Cape of Good Hope, Portugal and the land of Brazil, the Red Sea and the Persian Gulf, the spice islands, the sailing routes of the Chinese and the people of Formosa [Taiwan], with the rhumbs [lines marking compass bearings] and the courses taken by their ships and the interiors of the various kingdoms which border on each other. It seems to me, sire, that it’s the best thing I’ve ever seen, and Your Highness would have been delighted to see it. The place names are written in the Javanese script. I had a Javanese who knew how to read and write it. I send this fragment…in which Your Highness will be able to see where the Chinese and the Formosans really come from, and the routes your ships must take to the spice islands, and where the gold mines are, the islands of Java and Banda, source of nutmeg and mace, and the kingdom of Siam, and also the extent of Chinese navigation, where they return to and the point beyond which they don’t voyage. The main map was lost in the Frol de la Mar.

But Albuquerque was already using the new bridgehead of Malacca to seek out and explore these seas for himself. He sent embassies to Pegu (Bago in Burma), Siam (Thailand), and Sumatra; an expedition visited and mapped the spice islands of eastern Indonesia in 1512; reaching farther east, ships sent to China in 1513 and 1515 landed at Canton and sought trade relations with the Ming dynasty. He was tying together the farthest ends of the world, fulfilling everything [King] Manuel could demand.

Unfortunately for the Portuguese, these bold extensions had unforeseen consequences. The Malacca strike had been partially undertaken to snuff out Spanish ambitions in the Far East. Instead it provided the personnel, the information, and the maps to advance them. Among those at Malacca was Fernão de Magalhães (Magellan); he returned to Portugal, wealthy from the booty, with a Sumatran slave, baptized as Henrique. When Magalhães quarreled with King Manuel and defected to Spain, he took Henrique with him, as well as Portuguese maps of the spice islands and detailed letters from a friend who had made the voyage. All these he put to use a few years later in the first circumnavigation of the world, under the flag of Spain, during which Henrique was to prove an invaluable interpreter—knowledge that allowed Portugal’s rival to claim the spice islands of the East Indies as its own.

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Goa Falls to Portugal, 1510

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 249-252:

AT THE ISLAND OF Anjediva, Albuquerque was surprised to meet a small squadron of four ships bound for faraway Malacca, on the Malay Peninsula, under the command of Diogo Mendes de Vasconcelos. Manuel had airily ordered this insignificant force to conquer the place. Some of the financing had been provided by Florentine investors; their representatives included Giovanni da Empoli, who had accompanied Albuquerque on an earlier voyage. Empoli found the governor “very displeased at the defeat sustained in Goa and also about many other things.”

Empoli’s surviving account, written probably two years later during a bout of scurvy while becalmed off the coast of Brazil, is sour and peevish. He recounts how Albuquerque was obsessed with Goa, determined to return and take it as soon as possible; he needed all the forces he could muster, including the squadron bound for Malacca, and, given the wearisome ordeal in the Mandovi River, he needed to be sly about his tactics in order to get consent from his commanders. Albuquerque had seen the potential of the island, and he feared that the return of a Rume fleet could render it an impregnable base against Portuguese interests. He stressed the approaching threat of a new armada. To Empoli, the Egyptian menace had become a phony war: “the news about the Rume was what had been expected for many years past, but the truth had never been known…at present such news could not be considered as certain because of the lack of credibility on the part of the Muslims.” Privately, he accused Albuquerque of concocting letters, with the aid of Malik Ayaz in Diu to bolster his case.

Whatever the truth of this, Albuquerque quickly managed to reason, bully, or cajole the fleet, including the Malacca squadron, into a new strike. Given the sensitivity of the Portuguese factions in Cochin and Cannanore, this was a considerable feat. Word from the ever-alert Timoji informed him that Adil Shah had left Goa to fight new wars with Vijayanagar; the moment was right. Two months of frenetic refitting and reprovisioning readied the fleet. At a council in Cochin on October 10 he imposed his will on the captains: let those who would follow him, follow. Those who refused must give their explanations to the king. The matter of Malacca and the Red Sea would be rapidly returned to afterward. Again, by sheer force of personality, and some threats, he carried the day. Diogo Mendes de Vasconcelos, with the reluctant Florentines in tow, agreed to postpone the visit to Malacca. Even the mutineers in the Ruy Dias episode, who had preferred to stay in prison, were released and joined up. On October 16, Albuquerque was writing a letter of justification to the king, explaining yet again why he persisted with Goa: “You will see how good it is, Your Highness, that if you are lord of Goa you throw the whole realm of India into confusion … there is nowhere on the coasts as good or secure as Goa, because it’s an island. If you lost the whole of India you could reconquer it from there.” This time it was not just a matter of conquest. Goa was to be utterly purged of a Muslim presence.

On the following day he set sail with nineteen ships and sixteen hundred men. By November 24, the fleet was back in the mouth of the Mandovi. Increasingly the Portuguese did not fight alone. Within the fractious power struggles of coastal India, they were able to pull small principalities into their orbit. The sultan of Honavar sent a reputed fifteen thousand men by land; again Timoji was able to raise four thousand and supply sixty small vessels. Adil Shah, however, had not left Goa undefended. He had placed a garrison of eight thousand men—White Turks, the Portuguese called these men, experienced mercenaries from the Ottoman empire and Iran—and a number of Venetian and Genoese renegades with good technical knowledge of cannon founding.

Deciding not to wait, on November 25, St. Catherine’s Day, Albuquerque divided his forces in three and attacked the town from two directions. What followed was not a triumph for the organized military tactics he had been trying to instill. It was the traditional berserker fighting style of the Portuguese that won the day. With cries of “St. Catherine! Santiago!” the men rushed the barricades below the town. One soldier managed to jam his weapon into the city gate to prevent it from being closed by the defenders. Elsewhere a small, agile man named Fradique Fernandes forced his spear into the wall and hoisted himself up onto the parapet, where he stood waving a flag and shouting, “Portugal! Portugal! Victory!”

Distracted by this sudden apparition, the defenders lost the tussle to slam the gate shut. It was ripped open, and the Portuguese poured inside. As the defenders fell back, they were hit by another unit, which had smashed through a second gate. The fighting was extremely bloody. The Portuguese chroniclers reported acts of demented bravery.

The Muslim resistance collapsed. Men tried to flee from the city across the shallow fords, where many drowned. Others who made it across were met by the Hindu allies. “They came to my aid via the fords and from the mountains,” Albuquerque later wrote. “They put to the sword all the Muslims who escaped from Goa without sparing the life of a single creature.” It had taken just four hours.

Albuquerque shut the gates to stop his men intemperately chasing their enemies. Then he gave the city up to sack and massacre. The aftermath was bloody. The city was to be rid of all Muslims.

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Portuguese Adopt Swiss Tactics

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 227-229:

Manuel, chronically fearful of entrusting power to any one man, had decided to create three autonomous governments in the Indian Ocean. Nominally Albuquerque had authority to act in only the central segment—the west coast of India from Gujarat to Ceylon. The coasts of Africa, the Red Sea, and the Persian Gulf were the domain of Duarte de Lemos. Beyond Ceylon, Diogo Lopes de Sequeira had responsibility for Malacca and the farthest Orient. This dispersal of forces was strategically flawed, as neither of the other two commanders had sufficient ships for effective action. Albuquerque not only saw the pointlessness of this division, he also believed that no one was as capable as himself. Over a period of time, he found ways of obtaining the ships of the other commanders and integrating them into one unified command, without royal say-so. It made for an effective deployment of military resources; it also made him enemies, both in India and back at court, who would snipe at his methods and malign his intentions to the king.

Equally unpopular was the issue of military organization. The massacre at Calicut had highlighted the shortcomings of the way the Portuguese fought. The military code of the fidalgos valued heroic personal deeds over tactics, the taking of booty and prizes over the achievement of strategic objectives. Men-at-arms were tied by personal and economic loyalties to their aristocratic leaders rather than to an overall commander. Victories were gained by acts of individual valor rather than rational planning. The Portuguese fought with a ferocity that stunned the peoples of the Indian Ocean, but their methods were medieval and chaotic and, not infrequently, suicidal. It was in this spirit that Lourenço de Almeida had refused to blast the Egyptian fleet out of the water at Chaul and Coutinho had attempted to march into Calicut with a cane and a cap. The laudatory roll calls of fidalgos who went down to the last man pepper the pages of the chronicles. Yet it was clear, too, though cowardice was the ultimate smirch on a fidalgo’s name and the merest whisper of a refusal to fight had ultimately cost Lourenço his life, that the ill-disciplined rank and file could crack under pressure.

Albuquerque was certainly in thrall to Manuel’s messianic ideas of medieval crusade but, like the king himself, he was also keenly aware of the military revolution sweeping Europe. In the Italian wars of the late fifteenth century, bands of professional Swiss mercenaries, drilled to march and fight as organized groups, had revolutionized battlefield tactics. Highly maneuverable columns of trained men, armed with pikes and halberds, had steamrollered their opponents in tight mass formations. Albuquerque, with the energy of a zealot, set about reorganizing and instructing men in the tactics and disciplines of the new warfare. At Cochin, he formed the first trained bands. Immediately after his return from Calicut he wrote to Manuel, asking for a corps of soldiers practiced in the Swiss techniques and for the officers to instruct the India men. As it was, he proceeded anyway. Men were formally enrolled in corps, taught to march in formation and in the use of the pike. Each “Swiss” corps had its own corporals, standard-bearers, pipers, and clerk—as well as monthly payment. To encourage the status of this new regimental structure, Albuquerque himself would sometimes shoulder a pike and march with the men.

Within a month of his return from Calicut, he was again sailing north up the coast of India, this time with a revitalized fleet: twenty-three ships, 1,600 Portuguese soldiers and sailors, plus 220 local troops from the Malabar Coast and 3,000 “fighting slaves,” who carried baggage and supplies and in extreme cases might be enrolled in the fight. The initial objective of this expedition appears to have been ill-defined. There were rumors that the Mamluk sultan was preparing a new fleet at Suez to avenge the crushing defeat at Diu. But Albuquerque kept his cards close to his chest. Anchored at Mount Deli on February 13, he explained to his commanders that he had letters from the king to go to Ormuz; he also dropped in news of the Red Sea threat—and casually mentioned the subject of Goa, a city that had never figured in Portuguese plans. Four days later, to the surprise of almost everyone, they were embarked on its capture.

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Afonso de Albuquerque vs. Ormuz

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle p. 173:

That Albuquerque possessed an intemperate streak was becoming increasingly apparent, not just to the hapless Omanis but also to his own captains. It was usual for the captain-major to consult with his ship commanders and, often, to be subject to a vote of the whole group. Albuquerque, intelligent, impatient, and possessed of an unshakable belief in his own abilities, had no such tact or cooperative spirit. The captains had been nominally informed at the start of the Omani expedition, but as the weeks wore on the relationship became strained. By mid-September they were inside the mouth of the Persian Gulf, increasingly distant from the key task to which they had been assigned: blocking the mouth of the Red Sea. The drive up the Arabian coast had one clear destination in Albuquerque’s mind: the island city of Ormuz, a small nugget of parched rock anchored offshore that was the axis of all Gulf traffic between Persia and the Indian Ocean. It was an immensely wealthy trading place—the great Arab traveler Ibn Battuta had found it “a fine large city with magnificent bazaars” and tall handsome houses. When the Chinese star fleet had called, they’d declared “the people of the country…very rich….There are no poor families.” It controlled the famed pearl fisheries of the Persian Gulf and dispatched large numbers of Arabian horses to meet an insatiable demand among the warring empires of continental India. “If the world were a ring, then Ormuz would be the jewel in it,” ran the Persian proverb. Albuquerque was well aware of the city’s reputation and strategic worth.

Aggressive action against Ormuz seems to have formed no part of his instructions from King Manuel to “establish treaties.” The harbor was thronged with merchant ships when Albuquerque arrived, but he proceeded in customary style. He refused all gifts from the king’s messengers; his reply was simple: become vassals of the Portuguese crown or see your city destroyed. The chief vizier, Hwaga Ata, concluded that Albuquerque, with just six ships, was a seriously deluded man, but on the morning of September 27, 1507, in a hubbub of noise, Portuguese bronze cannons again outgunned a far larger Muslim fleet. The vizier quickly sued for peace, accepted Manuel as his lord, and agreed to payment of a hefty annual tribute.

Albuquerque saw the hand of the Christian God at work in the victory.

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Spanish American Caste System

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 178-181:

The caste system in Spanish America was the most important, and likely the least understood, organizing principle of colonial society. Contemporary historians, particularly at American universities, have debated for decades how the caste system worked, to what extent its rules were enforced, and how relevant it was to everyday society across Spanish colonies.

No one disputes the extent to which the Venezuelan society of the late 1700s, more than that of any other Spanish American colony, was gripped by a furious battle between Creoles and those of mixed-race over the future of their society. The legacy of violence from battles between Indians and Spanish, and the enforcement of African enslavement, had shaped the Wars of Independence. But underneath the conflicts there was a revolt against the caste system.

The lives of distinct social groups marked by religious and ethnic descent had been tightly regulated for hundreds of years in the Muslim and Christian strongholds of Spain. Muslims born of Arab and Syrian ancestry in the Emirate of Granada had different privileges than Mozarabs (Muslims of Spanish ancestry [no, rather Christians under Muslim rule]), those of Jewish ancestry, or the Slavic or Berber warriors in the employ of Sultan Boabdil. Those rights, regulations, and privileges would change for different social groups in Christian-controlled cities like Avila or Valladolid but were just as rigidly enforced, if not more so. Everywhere in the Iberian Peninsula there were rules determining where different ethnic and religious groups could live, who they could marry, and what kind of work they could do. The Spanish exploration and subsequent invasion of today’s Dominican Republic and Cuba came only a few years after the conquest and occupation of the Emirate of Granada. The fall of the Emirate in 1492 had been followed by the reorganization of the social hierarchies, with Muslims dispossessed of their lands and castles, some enslaved, those Mozarabs that opposed the Spanish punished, and those that had collaborated, and professed Catholicism rewarded. Many of the men arriving in the Caribbean had been the same Extremeño and Castilian soldiers fighting in Granada.

Historians of Spanish America tend to see the caste system in its uniquely European and Catholic sense. In the classic Race Mixture in the History of Latin America, Magnus Mörner argues that castes were “created by transferring to the New World the hierarchic, estate-based, corporative society of late medieval Castile and imposing that society upon a multiracial, colonial situation.” But he forgets how multi-ethnic Spain had been since the Muslim invasion of 711. Something else he fails to mention is the extent to which the Mexicas and the Incas in Peru had perfected their own rigid caste systems.

Tenochtitlan and Cusco were organized on even more fixed social lines than Granada or Avila. Hierarchies of lineage, genealogy, ethnicity, and work ruled much of the lives of every inhabitant. The canal that used to separate today’s Zocalo in Mexico City from the market in Tlatelolco, for example, signaled a completely different set of rights and regulations for the ethnically specific inhabitants of each area. In the Mexica city there were slaves and traders from different nations, a priestly class, a warrior class, an aristocracy, and carefully designated guilds for different types of labor. It was in Mexico City and Cusco, cities built on civilizations based on caste-like groupings, that the Colonial Spanish American imaginary was created, and exported to lesser colonies such as Venezuela.

Equally relevant to this discussion is the speed of change in the ethnic composition of colonies like Venezuela from the 1550s through the early 1800s. In 1503 Queen Isabella I issued a royal proclamation encouraging the Spanish and those of indigenous descent to intermarry. By 1514 intermarriage was fully codified in a Royal Edict. Promoting ethnic diversity was an intuitive choice for a Spanish monarch of the time. It would dilute the power of the former rulers and legitimize the new ones. Previous rulers in different parts of the Iberian Peninsula had taken similar actions for the same reasons over the previous 1,000 years.

Later in the 1500s, kidnapped Africans would be transported in substantial numbers to work as slaves in the Spanish Caribbean, where plantation economies were beginning to thrive. The conquerors’ early ideology of slavery was based on the ancient practice in North Africa—a place that the south of Spain was still culturally tied to. It was not racialist in the way the word is understood today: anyone captured in the Mediterranean Sea by pirates would be routinely sold into slavery well into the 1700s. Miguel de Cervantes, before writing Don Quixote, had been captured on the high seas and sold in a Tunisian market as a slave. Five years later he was able to purchase his freedom and write his famous novel.

That is partly why in Spanish America, as opposed to the British colonies and later the southern United States, it was easier and more culturally accepted for the enslaved of African descent to buy or be granted freedom. Once free, they would establish themselves as free artisans near their former plantations or in the cities.

Ethnic diversity in cities was not only a long legacy of both the Iberian Peninsula and the great pre-Hispanic empires. It was a fact created by the bringing together of people of different races and backgrounds in one place. The new colonial social order even made it possible for people from formerly enemy indigenous nations, and their descendants, to now live in peace near each other.

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Two Novels of Venezuela

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 46-47:

Two novels describe the crux between the past and the imaginary future proposed by Betancourt: Las Lanzas Coloradas (The Red Spears) by Arturo Uslar Pietri, and Doña Barbara, by Rómulo Gallegos. The novels were published in 1931 and 1929, respectively, and both seek nothing less than to explain the country and its prospects. Naturally, both stage their dramas in the countryside.

Uslar Pietri’s Las Lanzas Coloradas tells the story of a slave plantation owned by the descendants of the original Spanish founders at the time of the Wars of Independence. Doña Barbara takes place at a cattle ranch worked by free peons rather than slaves. Gallegos’ Doña Barbara is the story of a college graduate who returns to modernize his father’s land only to find himself opposed by a vicious, uneducated woman with near-magical powers. Barbara, standing in for the country’s dark past, will stop at nothing to derail the civilizing ideals of the protagonist, whose name is Santo, Spanish for Saint. The widely popular soap opera plot in Gallego’s novel ends, predictably, with the triumph of noble civilization over barbarism.

Uslar Pietri’s novel, on the other hand, ends with the Creole family’s plantation burned and reduced to ashes, the last female descendant of the founder graphically raped and murdered by the Pardo foreman, and the white male heir half-crazed and wandering through the countryside. …

The young Uslar Pietri was the last writer of a generation obsessed with the country’s ethnic divides, the savagery of the 19th-century wars, and what some have called the pessimistic view of Venezuelan history. Las Lanzas Coloradas is packed with impressionistic descriptions of the brutality of life for enslaved workers at the plantation, the psychological effects of human submission, and the fury mixed-race Pardos felt toward their Creole masters. Uslar Pietri’s novel also offers an alternative and radical view of the independence wars’ early years.

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Venezuela’s Demographic Origins

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 16-18:

The War of Spanish Succession that ended in 1714 brought significant changes around the world and Phillip V, a French-born king, to Madrid. A new royal ideology wanted more central control throughout the empire in the Americas, less power for Creoles, and a stricter social order. A French-influenced bureaucracy also responded to their century’s obsession with organizing and classifying every aspect of society. In Spanish America, they would find a unique challenge. Most societies there had been aggressively jumping ethnic and racial lines for two centuries. This was especially evident in the Venezuelan territories. The population of New Spain—current-day Mexico—had always been primarily indigenous, and those of Cuba and Hispaniola were already mainly African. By the early 1700s sparsely populated Venezuela enjoyed more numerical balance between those of Spanish origin or descent, African origin or descent, and Amerindians, than other colonies.

Influenced by the new winds from Madrid, both Spanish-born inhabitants and Creoles in every Spanish colony became obsessed throughout the 1700s by the classification of every person’s ethnic descent. Those of African and Spanish descent had always been called Mulattos. Mestizos were those of Indian and Spanish origin. The classification became more formal, and especially in New Spain, more complex. In a 1763 painting, the offspring of Spanish and Mulatta were called Morisco. Children of Spanish and Morisca descent were called Albinos. The children of Spanish and Albina were labelled Torna atrás, or “go back,” presumably because the physical features of grandparents would visibly return by the third generation.

Fascinated by everyone’s ethnic descent, and charged with imposing greater social control, Spanish colonial administrators tightened the regulations of freedom, rights, and privileges for different groups. There were many caste-based restrictions on who could work where; who was allowed to rise within the army, the church, the world of commerce, colonial government; who could worship in particular churches and not others; who could wear certain clothes; who could travel with what permits and where could they go; who could own what and how much of it; or who could get what kind of education.

While an intricate classification dominated the Spanish Americas’ imagination, the civil administration of the marginal colonies in the Venezuelan territories lacked the resources to replicate much complexity. In practical terms, the Venezuelan caste system concerned seven groups of non-slaved people: 1) the Spanish-born; 2) those born in the Americas of Spanish origin or Creoles; 3) those born in the Canary Islands; 4) indigenous people integrated into colonial society; 5) those indigenous in some form of bondage; 6) those formerly enslaved and now free Africans or their descendants; and finally, 7) those of mixed-race, be they Mestizos, Zambos, or Mulattos and their descendants. The latter were increasingly known as Pardos.

Colloquially, the word “Pardo” designates anyone not of pure Spanish, Indigenous, or African descent, but rather a mixture of them. In a more literal sense, Pardos simply have brown skin.

Often enough, documents from the time group every person of mixed-race as a Pardo. The imaginary castes that divided everyone of mixed-race into dozens of categories became, in practice, mute. The regulations and restrictions regarding those of mixed-race increasingly focused on Pardos. The 1700s were also years of relative plenty in the Venezuelan territories. The prices of cocoa and sugar, indigo, and other plantation-economy products were booming on a global scale. While Venezuela never had the extensive or ideal lands for cultivating sugar that made Haiti, and later Cuba, spectacularly wealthy, the economy grew significantly compared to the hard times of the 1600s. As cities and towns across the country prospered, the population grew, and Pardos specifically grew as a share of the population. Little noticed at the time and barely mentioned by contemporary historians, the increasing percentage of the Pardo population would change everything.

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Portugal’s Means & Ends in 1505

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 137-140:

Dom Francisco de Almeida, was only the king’s second choice. Tristão da Cunha had been his initial nomination, but the experienced seaman had suddenly been struck down by blindness, probably the result of a vitamin deficiency. Though he later recovered, the incident was taken as a sign from God. Almeida was to be the first member of the high nobility to lead an India expedition. He was about fifty-five years old, with wide military, diplomatic, and nautical experience, but he also possessed the personal qualities that Manuel hoped for in a man to whom he might entrust high affairs of state. Almeida was incorruptible, unmoved by the lure of riches, benevolent, a widower without home ties, pious, and mature in his judgments. For many, the attraction of India was the prospect of personal gain; Almeida was untarnished by the appetites of the Sodrés. He valued titles above bales of spices, and he knew how to fight.

Almeida was not just to be the captain-major. He was also granted the elevated title of viceroy, nominally with executive power to act in the king’s place. What this meant in practice was spelled out a week later in the regimento, the instructions given to him by the king. They ran to 101 closely written pages, containing 143 different items divided into chapters and subchapters that revealed both the microscopic level of detail at which the king wished to direct his appointee and the breathtaking scale of his ambition.

After sailing around the Cape, Almeida was ordered to get control of the Swahili coast. His targets were to be the ports of Sofala, key to the gold trade, and Kilwa. The recommended method was to arrive in the guise of friendship, then attack the towns by surprise, imprison all the Muslim merchants, and seize their riches. Forts were to be constructed and control then exercised over the sources of gold, necessary for trading on the Malabar Coast in exchange for spices. It was to be a mission of war, disguised as peace. Then, wasting no time, he was to proceed directly across the Indian Ocean and build four more forts: at the stopover island, Anjediva, as a support and provisioning hub, and in the friendly cities of Cannanore, Quilon, and Cochin.

Moving north, another fort was to be built at or near the mouth of the Red Sea and close to the kingdom of Prester John, to choke off the sultan’s spice trade and ensure that “all India should be stripped of the illusion of being able to trade with anyone but ourselves.” Two ships were to be on permanent patrol along the African coast as far as the Horn of Africa. The regimento then turned its attention to the intractable Calicut problem. One way or another, the new samudri, as hostile as his predecessor, was to be dealt with. Almeida was to establish peace if the samudri agreed to expel all the Muslims; if not, “wage war and total destruction on him, by all the means you best can by land and sea so that everything possible is destroyed.”

No strategic point was to be overlooked. After locking up the Red Sea, a fleet was to be sent to other Islamic city-states and kingdoms: Chaul and Cambay, and Ormuz, at the mouth of the Persian Gulf. Almeida was to demand annual tribute to the king of Portugal; to order these states to break off all commercial relations with the Arab merchants of Cairo and the Red Sea; to capture all Muslim shipping along the way. To pay for all this, he was to ensure the full loading and prompt sailing of the annual spice fleets.

Manuel’s ambition did not end there. After seeing to the spice ships, the viceroy was ordered to open up new frontiers by “discovering” Ceylon, China, Malacca, and “whatever other parts have still not been known.” Pillars were to be planted on this new soil as markers of possession. It was an exhaustive list.

Though the instructions also claimed to allow Almeida a certain freedom of action in the case of unseen eventualities, in practice they imposed a rigid agenda. Manuel never had seen and never would see the world whose conquest he was demanding, but the regimento revealed an astonishing grasp of the choke points of the Indian Ocean and an authoritative geostrategic vision for controlling them and constructing his own empire. This knowledge had been acquired at breathtaking speed. Within seven years of bursting into the new world, the Portuguese understood, with a fair degree of accuracy, how the twenty-eight million square miles of the Indian Ocean worked, its major ports, its winds, the rhythm of its monsoons, its navigational possibilities and communication corridors—and they were already eyeing farther horizons. The methodology of knowledge acquisition had been developed over the years of slogging round the coast of Africa, during which the Portuguese had become expert observers and collectors of geographical and cultural information. They garnered this with great efficiency, scooping up local informants and pilots, employing interpreters, learning languages, observing with dispassionate scientific interest, drawing the best maps they could. Astronomers were sent on voyages; the collection of latitudes became a state enterprise. Men such as Duarte Pacheco Pereira, substituting firsthand observation for the received wisdom of the ancients, operated within the parameters of Renaissance inquiry. Information about the new world was fed back into a central hub, the India House in Lisbon, where everything was stored under the crown’s direct control to inform the next cycle of voyages. This system of feedback and adaptation was rapid and effective.

Manuel had drawn on a small coterie of advisers to construct the regimento for Almeida. Influential among them was Gaspar, the Polish Jew posing as a Venetian whom Vasco da Gama had kidnapped on his first voyage. He is woven into the first decade of Portuguese exploration, invaluable as an expert and an interpreter, an elusive figure, changing his identity and name to suit the patron of the moment and the needs of the situation. First Gaspar da Gama, to Manuel probably Gaspar da India, on the forthcoming voyage he would call himself Gaspar de Almeida “out of love for the viceroy.” He had a propensity to tell his new employers what they wanted to hear, but he was well informed. He seems to have had a good knowledge of the Indian Ocean and to have traveled widely. It was he who suggested the first overture to Cochin, and he had probably made voyages to Ceylon, Malacca, and Sumatra. He also understood the strategic importance of the Red Sea. It was this information that seeped into Manuel’s grand plan of 1505.

Gaspar had advocated that the Portuguese should go straight for the Muslim jugular—attack Aden, close the Red Sea, and suffocate Mamluk trade first; then the samudri would be compelled to become a Portuguese client—rather than laboriously constructing forts on the Malabar Coast that would cost money and lives. The wisdom of the forts strategy would become a hotly debated issue in the years ahead. Manuel had absorbed the plan but not the sequence: he preferred first to establish secure bases on Indian soil as a platform for snuffing out Muslim trade.

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